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In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Host Paula Pant interviews a diverse array of entrepreneurs, early retirees, millionaires, investors, artists, adventurers, scientists, psych ...
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
Byron R. Moore, CFP® is managing director / planning group of Argent Advisors, Inc. Mike Jones is managing director / investing group of Argent Advisors, Inc. Email Byron at bmoore@argentadvisors.com. Email Mike at mjones@argentadvisors.com. Write to either at 500 East Reynolds Drive, Ruston, LA 71270 or call either at (318) 251-5800. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc. No forecasts can be guaranteed. Argent Advisors, Inc. does ...
 
Hosted by 3D Asset Management, we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutiqu ...
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
 
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
 
30-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area as well as American expats living abroad. Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients ...
 
The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
 
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is ...
 
Successful entrepreneurs begin with the support of a few #earlybelievers. Gopi Rangan, founding partner at Sure Ventures, interviews venture capital investors in the Silicon Valley and beyond. Guests share insider stories on how they invest in early stage startups. Do you want to learn from real-life challenges, inspiring missions and important decisions by CEOs, founders, VCs, angels, and advisors? Listen to https://podcast.sure.ventures.
 
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
 
With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
 
Craig Cobb hosts The Trader Cobb Crypto Podcast unpacking his 13 years plus experience in traditional stock markets, FX, commodities and bonds (as well as over 6 years as a mentor to tens of thousands of traders), TraderCobb has worked with some of the biggest names in trading. Featured across network TV shows in Australia, presenting his knowledge to traders, TraderCobb and his team are dedicated to bringing a new standard of education to the cryptocurrency marketplace. NOTE: This is not fi ...
 
Market Wrap with Moe Ansari is a daily program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about Marketwrap and Moe Ansari on the web at www.MarketWrapWithMoe.com
 
The way financial advice is done in Ireland is a bit broken, this is our little way of trying to make a positive difference! If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that can help make a difference in your Personal Finances. Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-win ...
 
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Flippin Off is a journey through flipping houses, real estate investment and helping people: creating and collaborating on real estate deals, fresh approaches to old challenges, new ways to think about real estate opportunities. Based on real world examples shared by actual real estate investors from the New Wealth Advisors Club, each show is centered on a common theme - such as creative financing, short sales, fix and flips, wholesale, probate, bankruptcy, lease options, mentoring or coachi ...
 
We live in the most revolutionary and inspiring time in history, yet our culture settles for a mediocre life, not the one they dream about and deserve. The Mission of The Wealth Standard Podcast is to empower you to take control of your life, your career, and your wealth and to ultimately achieve financial independence. Society has programmed us to take orders, from our educational system to the way we save and invest. And what is the incentive? To someday, retire? If 1987, 2001, and 2008 we ...
 
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show series
 
Lisa Cooper is the founder of Figure 8 Investment Strategies, an independent RIA based in Idaho that oversees $90 million of assets under management for 85 clients. Figure 8 has differentiated itself with its sustainability-focused equity management, or, in other words, responsible investing through a thematic portfolio of 50 to 60 individual stock…
 
In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost. In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they can access private companies th…
 
In episode 297 of Financially Simple, Justin goes over the basics of calculating the Return on Investment of your Business. As we continue to look at ways of narrowing the Wealth Gap, it’s important to consider the Return on Investment that our Business provides and how it impacts the value of the Business. In this episode, Justin looks at ROI, why…
 
The starting point of wealth is in your mindset, not in your assets. Having grown accustomed to certain beliefs about money and wealth, we have in us a self-imposed threshold of what we allow ourselves to wish for as our ideal lifestyle. Have you ever asked yourself what kind of life you really want? What does financial independence mean to you? Ho…
 
How near-historic low mortgage rates, fewer homes for sale and bidding wars are driving the housing market during the pandemic. I joined CBS This Morning to discuss how homebuyers can navigate the process. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.…
 
Your financial planning after having a child with special needs will be different than you might have otherwise anticipated. In this episode we talk about 6 aspects of financial planning that are important to understand when you are in this situation. Your investing horizon is no longer your lifetime. It is now your child's lifetime. Government res…
 
Yesterday I pointed out that I was stalking short trades in crypto. I had such a huge amount to choose from but took ZECPERP and XTZPERP, both have hit first targets and are in good profit. Nano was also a great move, Bitcoin fell and ADA has had a 14x move since the cradle earlier in the year. Cryptotraders need to be able to short with confidence…
 
The average person saving for retirement might experience as many as seven recessions but, in the long-run, "panic selling" can backfire. Today's Stocks & Topics: GE - General Electric Co., Investing for Retirement, PTON - Peloton Interactive Inc., VIVO - Meridian Bioscience Inc., PZZA - Papa John's International Inc., GOLD - Barrick Gold Corp., WF…
 
In this episode of the Dentist Money™ Show, Ryan and Matt discuss the reasons why getting dental-specific financial advice is preferable to getting financial advice from a generalist. Dentists are expertly trained clinicians who often carry the weight of running a small business and all that goes with it. That entrepreneur/professional combination …
 
In this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure.  Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and ter…
 
Okay, this may go down as the worst advice given in 2020! An emailer was told by his "advisor" that they should be "hiding" their assets inside an annuity so they'll be able to qualify for financial aid. Folks, sometimes you can't make it up. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money"…
 
Back in May, Sander Zagzebski maintained that COVID-19 was not a black swan. He even saw a silver lining in the pandemic in the form of opportunity for savvy players in the M&A world to make significant gains. In this episode we talk about his original prediction and how it has manifested today. Sander, of Greenspoon Marder LLP, says the current ec…
 
Since 1952, the Dow industrials have averaged a 0.8% decline in presidential election years, while the S&P 500 index averaged a 0.7% drop. Today's Stocks & Topics: EXC - Exelon Corp., Roth I-R-A in Your 60s, Home Sales, The Election and Older Americans, Real Assets, EPD - Enterprise Products Partners L.P., BTI - British American Tobacco PLC ADR, WB…
 
Another well-known money manager, Jeffery Gundlach, claims that passive bond investing cannot compete with an active manager. Plus, are stocks are real estate the best investment? The we take your questions: A divorced listener needs advice on tranferring spouse's 401k. Is owning individual stocks a good way to improve a portfolio? How much house c…
 
Make a commitment. Be consistent. Let compounding work uninterrupted. The parallels between personal finance and podcasting are obvious this week as we explore what I've learned over the course of the last 104 weekly podcast episodes. I hope you've learned some things too. Questions? Email me: Mpolicar@hightoweradvisors.com…
 
Echo Huang is the founder of Echo Wealth Management, an independent RIA that oversees nearly $120 million of AUM for 76 client households. Echo has built a niche serving corporate executives and has managed to build her firm almost entirely by word-of-mouth, through building her reputation within her niche. Today she joins the show to discuss how s…
 
You guys know I'm all about saving for retirement, but not to the point where you're driving yourself crazy in the process. You've got to have a little (or a lot) of fun along the way. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Lear…
 
The number of mortgages in active forbearance programs has declined but some borrowers have not recovered-- so the real test is ahead. Today's Stocks & Topics: HRB - H&R Block Inc., STT - State Street Corp., Minimum Volatility, T - AT&T Inc., Leveraged Oil & Gas ETFs, DHI - D.R. Horton Inc., ETFs, LYD – LYDEC, TGT - Target Corp., Ray Dalio. Support…
 
In the spirit of fairness we read a rant from an unhappy stock-trading listener. We have to admit it's kind of fun. What is Blockchain and what's it good for? The best way to get a 16-year old started with retirement investing. We also hear from a listener who actually likes us. we argue with a caller who hates investing overseas. What are the gold…
 
Billionaire Churck Feeney has recently finished giving away his entire $8 billion fortune. In today's show, we'll talk about whether you should copy him and how you could do it. Joshua Forbes: The Billionaire Who Wanted To Die Broke...Is Now Officially Broke Where he gave his money: https://www.atlanticphilanthropies.org/wp-content/uploads/2019/10/…
 
Something a little different this week - give it a go! If your life was one week long what day of the week would you be on, and what would you do about the rest of the week!? We explore this, and aspects of our financial lives that will hopefully help you to avoid mistakes and achieve your priorities. Hope it helps, Paddy Delaney Informed Decisions…
 
Brandon is the Vice President and Co-Host of Bigger Pockets and shares his insights with Rod about goal setting, the current market and much more. House hacking How BP got started Run toward difficulty The value of accountability Driven by lifestyle Tracking your efforts and time Parkinson’s law Goal Setting “It’s more important that you decide tha…
 
One of the enduring effects of the pandemic will be the structural changes it inflicts on the economy. Some industries – hotels, travel, restaurants – may be obliterated or radically changed. Others, like those that support the podcasting technology I am using now, will be at the forefront of accelerated growth. With the advent of thematic ETFs, in…
 
In episode 296 of Financially Simple, Justin looks at Inflation and how it affects Retirement. Inflation is a complex market force that differs for most commodities, and can swing like a pendulum depending on external factors impacting the world at large. In this episode, Justin explains what Inflation is, how COVID-19 and the CARES Act have influe…
 
Helping your grandkids establish a credit history is one of the best gifts you could give. But however you decide to do it, make sure actual teaching is a big component. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about yo…
 
#277: Michelle Singletary writes a Pulitzer-nominated personal finance column, The Color of Money, for The Washington Post. Her column is syndicated in more than 100 newspapers nationwide. She’s the author of three finance books and holds an MBA from Johns Hopkins University. But her strongest financial education came from her grandmother. Her gran…
 
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