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Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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Roots to Risk

Roots to Risk Podcast With Eric Schneider & Isaac Bock

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This is the Roots to Risk podcast hosted by Eric Schneider alongside Isaac Bock. Roots to Risk brings you insights, the latest stories, and long-form discussions about the cannabis industry. You’ll hear interviews with industry leaders and their perspective on current and future trends, how they’ve built success and what challenges they have faced.
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Crofting Matters

Farm Advisory Service

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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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This podcast interviews the best experts in the world to bring emerging themes in athletic performance, neurology, sleep physiology and medicine. Louisa regularly consults for technology development companies, professional athletic organizations and consults with the biggest names in NBA, MLB and NFL. Louisa is on the scientific advisory board of Tonal, Hone Health, Klora and Momentous. Find Louisa on Instagram @louisanicola_
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Margin Maximizers

Resonance Media Agency

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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Welcome to the Tactical Cyber Podcast, where we transform strategic cyber insights into actionable tactics for everyday implementation. Join your hosts, retired FBI Supervisory Special Agent Darren Mott, and Risk Advisory Practice Leader at Warren Averett, Paul Perry. Together, they bring decades of experience from the front lines of cybersecurity and risk management to help business owners and individuals take the actions that will keep their business and personal digital data safe. Each ep ...
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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 ...
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Retirement Keys

Anthony Cangemi

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Go from monotonous to autonomous IT operations with this series. Hosts from Automox, the IT automation platform for modern organizations, will cover the latest IT trends; Patch Tuesday remediations; ways to save time with Worklets (pre-built scripts); reduce risk; slash complexity; and automate OS, third-party, and configuration updates on all your Windows, macOS, and Linux endpoints. Automate confidence everywhere with Automox.
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Make Life Happen

Capstone Planning

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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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On the Global Counsel podcast, you can hear the GC team discuss and debate topical developments in public policy and regulation from around the world.Global Counsel is an advisory firm working with clients around the world to gauge political developments and how these impact both business risk and opportunity. For more information about Global Counsel, visit our website: www.global-counsel.com Hosted on Acast. See acast.com/privacy for more information.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Integrity Risk

The Risk Advisory Group

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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Vax Matters

Louisiana Office of Public Health

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Vaccines matter. But how do we separate the truths about vaccines from the myths that we hear? In today’s instant social world, we’re flooded with factual and fictitious information every day. In Vax Matters, the new podcast from the Louisiana Office of Public Health, we work to uncover the truth and expose the myths surrounding vaccines and immunization. If you’ve got questions about vaccines, we’ve got answers. From the first vaccine ever used to the vaccines created to fight the current p ...
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Money Map Podcast

Concenture Wealth Management

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The Money Map Podcast guides and educates emerging investors through the complexities of personal finance. Each episode provides practical advice on investing, wealth-building, and financial planning, helping you chart a clear path to financial success. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manag ...
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Wealth Strategies Unleashed

Concenture Wealth Management

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Welcome to Wealth Strategies Unleashed, unlocking your financial potential with Concenture Wealth Management! Every week we're taking you behind the scenes in the world of finance, wealth management, and so much more! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Risk Talking

Manhattan Institute

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Risk Talking is a podcast hosted by Allison Schrager—economist, journalist, and author—where she discusses cutting-edge economics in plain language. Schrager, a senior fellow at the Manhattan Institute and contributing editor of City Journal, interviews leading economists, business journalists, and historians, exploring their work in an effort to understand what’s happening in the marketplace today. Allison Schrager is also a columnist at Bloomberg Opinion and co-founder of LifeCycle Finance ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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RoozCast

Roozbeh Aliabadi

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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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Financial Focus Podcast

John Kuykendall

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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Your Money Momentum

Global Wealth Advisors

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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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The Business of Dairy podcast will look at aspects of management of dairy businesses from both within the farm gate and outside the farm gate, speaking to farmers and service providers with skills, information and knowledge of value to you and your business. We will bring to you monthly discussions on topics that will grow your knowledge and understanding of management areas that will drive strong farm business performance into the future. This series is brought to you by the NSW DPI Dairy B ...
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value. Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as bu ...
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The Voice of Corporate Governance

The Council of Institutional Investors

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CII’s podcast is one of many platforms CII offers members to access timely information and perspectives and to increase public attention to critical issues and developments in corporate governance and capital markets. The target audience for our podcast is CII Members, other institutional investors, public companies, securities lawyers, proxy advisory firms and other institutional investor service providers.The podcast is free to the public and available on all major podcast listening platfo ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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We at Crest Advisory Africa (CAA)have added podcasts to our bouquet of services. Our podcast segments are interviews with leaders in various business environments regarding their experiences and inputs on a variety of subjects linking with international ISO training services we at CAA offer.
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Women's Money Wisdom

Melissa Joy, CFP®

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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Keep IT Healthy | Podcast by Applover

Keep IT Healthy | Podcast by Applover

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Welcome to Keep IT Healthy Podcast - a show hosted by people making things happen in technology, aiming to optimize healthcare delivery, health, well-being and fitness. My name is Jan Kamiński, I’m the Co-Founder and CSO of Applover, a company dedicated to improving the quality of life with IT solutions and digital advisory. Founded in 2016, Applover was recognized by Financial Times in the 'FT 1000' ranking in 2023 and by Deloitte as a Rising Star (Fast 50 Tech) in the CEE region in 2019, a ...
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What's in the SOSS? features the sharpest minds in security as they dig into the challenges and opportunities that create a recipe for success in making software more secure. Get a taste of all the ingredients that make up secure open source software (SOSS) and explore the latest trends at the intersection of AI and security, vulnerability management, and threat assessments. Each episode of What's in the SOSS? is packed with valuable insight designed to foster collaboration and promote stron ...
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Colliers Talks

Colliers Canada

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We will hear from experts from our Investment Services, Real Estate Management, Capital Markets, Valuation and Advisory services, Leasing, Occupier Services and Project Leaders business.
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Welcome to Retire Wise. Your roadmap to end dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Resilient

Lori Lorenzo, Deloitte Risk and Financial Advisory

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Adversity is never the end of the story. Authenticity. Determination. Trust. Grit. No matter how experienced you are or what industry you’re in, the basics of great leadership are universal. In this podcast, we’re bringing you the voices of leaders who put these attributes into action.
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In this episode of the Roots to Risk Podcast, hosts Eric Schneider and Isaac Bach are joined by Tony Gallo, a leading security consultant and founder of Sapphire Risk Advisory Group, to discuss the critical role of security in the cannabis industry. With over 11 years of experience and involvement in over 800 cannabis projects across the country, T…
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Disease risk in livestock, and biosecurity is something we perhaps don’t consider as much in crofting areas as farmers might in more intensive systems. Crofting tends to be more extensive, with lower densities of stock, but we often share bulls, and graze on common ground. In this episode I’m joined by Kythe MacKenzie, who is a vet with SRUC, and K…
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Welcome to In Conversation With… hosted this month by Senior Sheep and Beef Consultant Kirsten Williams. On today’s episode Kirsten is joined by Lorna Shaw (Ruminant Nutritionist, SAC Consulting) and Jonny Williams (Joint Business Director, Farm Stock). They discuss marketing the 2024 lamb crop, preparing for mating and nutrition of purchased stock…
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In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …
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Want to know the difference between IRAs, 401(k)s, and brokerage accounts? Today on Money Map, we break down the key differences between various investment accounts and how they work. Learn about tax implications, contribution limits, and much more! Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm f…
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Welcome to Millennium Live, a leadership and discovery podcast where we explore the strategies, insights, and technologies that are transforming the digital enterprise. In this episode, we’re thrilled to have an exceptional guest who’s transforming the way businesses think and perform. Joining us is Karim Nehdi, the CEO of Herrmann, where he brings…
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Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 y…
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According to a recent survey by Bankrate, roughly 25% of Gen Zers and 21% of Millennials are not saving enough for emergencies. This statistic is alarming, considering that 44% of Americans said they couldn't cover a $1,000 emergency out of pocket. What’s causing this? While some claim that inflation is to blame, Charles points out that one of the …
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When we work with people to come up with an effective investment strategy, one of the key tools that can help understand and manage the ups and downs of the market is the concept of standard deviation. In this episode, Wade breaks down this crucial metric and explains its significance in investing. Standard deviation is a statistical measure that q…
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Basketball legend Charles Barkley, known for his larger-than-life personality and memorable quotes, has left us with plenty of moments that make us laugh or scratch our heads. Although Barkley had a successful playing career, he is perhaps better known for his off-the-court antics in the media world since his playing days have ended. In this episod…
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“The recent global IT outage is an example of the need for more automation, not less.” In this episode, Jason Kikta discusses the importance of automation in IT and cybersecurity. Jason emphasizes that automation itself is not inherently dangerous, but rather the lack of proper testing and controls. He encourages listeners to automate tedious tasks…
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Fertility and cryogenics are rich grounds for innovation, but it’s not enough to have a good idea. What separates the successful startups from those that fizzle out? In cryogenic storage, one slip can mean the loss of invaluable reproductive material. How do new technologies protect against failures, and what steps are being taken to make storage s…
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Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance, and estate planning. Wilkwong also highlights the significance of risk management and diversification in …
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Planning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to …
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Ep. 82 - Pitfalls of Early Retirement Account Withdrawals Disclaimer: This is not tax, legal or investment advice. Each person's circumstance is different and your situation may be different. Feel free to reach out for a consultation. Contact smoran@redbarnfinancial.com visit www.redbarnfinancial.com or call 615-619-6919…
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Join Casey and Jarrod as they delve into the crucial step of defining your dental practice's vision and personal goals. In this episode, they explore the importance of understanding what truly matters to you, the trade-offs involved in achieving your aspirations, and the power of seeking professional guidance. Discover how to set clear objectives, …
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Along with our regular monthly updates on policy briefs, arable, beef, sheep and milk, in this edition we are also bringing you sector overviews on pigs and Brazil’s agricultural sector. We will also be bringing you news on the Suckler Beef Support Scheme and grazing winter cereals. Show Notes 00:43 News in Brief 02:54 Policy Briefs – Scottish Kept…
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Listen along to find out more information on how the state of Louisiana fits into the topic of STIs, or sexually transmitted infections. Dr. John Vanchiere guest stars in this episode to discuss the types of STIs, our state’s high infection rate, treatments and prevention methods.Di Louisiana Office of Public Health
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Quint and Daniel answer this question about beginning to save for college and how much should be saved.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, Brian Skrobonja breaks down the seven key questions you must ask your advisor before choosing to work with them. He sheds light on why selecting a financial advisor is crucial for your financial well-being, the benefits of working with an experienced financial advisor, and why you should be wary of financial entertainers. How can p…
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Welcome back to Money Map! In episode 3 we break down the essential questions every emerging investor should ask themselves to make sure they're on the right track to financial success. Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client i…
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In this episode of Patch [FIX] Tuesday, Tom and Jason celebrate their 11th episode and reflect on the success of the Automox YouTube channel. They discuss a Windows Update RCE, YubiKey Security Advisories, and a Visio RCE. They emphasize the importance of patching the Windows Update vulnerability immediately due to its potential for exploitation. T…
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Omkhar is joined by Dave LaBianca, security engineering director at Google, Mihai Maruseac, member of the Google Open Source Security Team, and Jay White, security principal program manager at Microsoft. David and Jay are on the Project Governing Board for the Coalition for Secure AI (CoSAI), an alliance of industry leaders, researchers and develop…
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John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demo…
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Discover the unique financial landscape of child-free living with Dr. Jay Zigmont, a CERTIFIED FINANCIAL PLANNER® and founder of Child Free Wealth. Together with Melissa Joy, CFP®, CDFA®, they unpack the nuanced financial strategies tailored for those who choose not to have children. From rethinking the legacy you leave behind to understanding long…
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This month, in our 'Back to school' edition, Isabelle Trick is joined by Global Counsel colleagues across our offices to discuss the new European Commission, UK party conference season, Germany's regional elections, and the United Nations General Assembly week. Tom White, our Europe Director explores the formation of the new European Commission, th…
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In this episode, Michael and Tyler tackle a pressing question for today’s retirees: How can you effectively turn your retirement savings into consistent streams of income? With retirement looking very different from our grandparents’ era, understanding how to leverage your Social Security and personal savings is crucial since most of us don't have …
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In this episode, we have the privilege of speaking with Noël Luke, she is the Chief Assurance Officer at TrustArc. Noël is a leading voice in privacy and data protection, she joined TrustArc in 2015 and is responsible for overseeing and enhancing TrustArc’s robust assurance programs, which are at the forefront of privacy and compliance excellence. …
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Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Could it be possible that your understanding of the investment terms that your advisor uses is not what he or she means? If you don't understand the terms, you could walk away with a totally different interpretation, and the reality is that your retirement and the dollars you've saved up all of your life could be at risk. Don't miss this episode of…
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Wondering if you're truly prepared for the next stage of your life? In this video, we explore key considerations that every individual should think about as they approach retirement. It's not just about the numbers—it's about your future. Are you ready? Watch now for actionable advice! Don't forget to subscribe for more content from GulfCoast Finan…
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In Episode 2 of The Money Map Podcast, we'll talk you through the essentials of building a strong investment portfolio that aligns with your financial goals. Whether you’re just starting out or looking to refine your strategy, we’ll talk about the key components of a well-balanced portfolio, from asset allocation to risk management. Learn how to ma…
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In this special 50th episode of Roots to Risk, hosts Eric Schneider and Isaac Bock sit down with Brendan McKee, Co-Founder and COO/CFO of Silver Therapeutics. Brendan shares his inspiring journey from his early days in finance and MMA to becoming a key player in the cannabis industry. He offers valuable insights into team building, community engage…
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On this episode of Millennium Live, we welcome Andrew Cohen, Global Healthcare & Life Sciences Industry Leader at IBM Consulting. As more healthcare organizations move their systems to the Cloud, Andrew sheds light on the benefits, key considerations, and lessons learned along the way. Andrew discusses how healthcare organizations are responding to…
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In this episode, Landon Miles discusses automation and common pitfalls to avoid. The four common pitfalls he identifies are: selecting the wrong tool, selecting the wrong problem, having bad mentalities, and not documenting anything. He shares anecdotes and insights to illustrate each pitfall and provides tips on how to avoid them.…
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Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today. If you're ready to experience your own "aha" moment and take control of your retirement planning, reach …
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In this episode of Retire With Freedom, Tad and Toni Hill tackle some of the most contentious and misunderstood topics in financial planning. They cut through the noise and address the often-debated "dirty little secrets" of retirement planning, focusing on annuities, the stock market, and other investment tools. Tad and Toni dive into why financia…
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We’re going to do something a little different on this episode of the podcast. Instead of diving into important financial planning topics, Trent and Brandon and are going to take a personal approach. This episode is all about getting to know the personalities behind the financial expertise, and it’s filled with fun and candid conversations that wil…
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Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motiva…
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The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly every Thursday! Don't miss the chance to unlock y…
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Taking big decisions in dentistry can feel like jumping into a pool blindfolded. In this episode, we'll explore the importance of taking calculated risks and avoiding impulsive decisions. We'll share tips on making informed choices and the benefits of seeking external help for accounting and financial planning. Let's dive into the exciting world of…
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In this episode Tiffany Stephenson is joined by Dr Steve Hoad, team leader in agronomy, physiology & genetics at SRUC, to provide an update on how Spring cereal varieties have been performing during the 2024 variety trials, along with his top variety picks. Welcome to Cropcast, your go to podcast for all the latest information on arable crops. Each…
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Quint and Daniel talk about real estate investing and buying real estate in this environment.Di Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Welcome to the Money Map Podcast by Concenture Wealth Management! Join Ben LeBoeuf & Callen Campbell as they help you navigate the complex world of personal finance. In this episode, we’ll share what inspired us to start the show, what you can expect in upcoming episodes, and how we plan to empower you with the tools and knowledge to achieve financ…
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