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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
 
Every week Andy Lyster and Don Fox of Investors Group share their Financial Planning advice with you the listener. With over 60 years of combined experience Andy and Don have advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Andy and Don “It all starts with a comprehensive financial plan” and every week we share real life financial stories and solutions.
 
The Financial Coconut is Singapore's First Financial Literacy Podcast. In our Podcast, we will be debunking financial myths, discovering the best financial practices, discussing financial strategies that fit our unique life! Help TFC stay Independent and Keep Creating! https://ko-fi.com/thefinancialcoconut Feel free to join our community Telegram group! https://t.me/thefinancialcoconut And follow our Facebook Page for visual content. https://www.facebook.com/financialcoconut Music courtesy o ...
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
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 ...
 
Poor financial management is as fatal to your business and personal wealth as a photo of your parents on the bedside table is to your libido! If you want to protect the heart of your financial well being and get it to show you more love, you must understand and learn to prevent the most common causes of financial failure. Financial Foreplay® is the antidote to these lethal killers.
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
Financial Issues with Dan Celia airs on AFR Talk weekdays from 8:00 - 10:00 AM CST. Financial Issues airs Saturday from 10:00-11:00 AM CST. Dan has worked for over thirty-five years as an entrepreneur and businessman. He has developed and uses a biblically-responsible system of financial management with great success. He started a part-time radio ministry in 1997 and has seen the Lord expand and bless this ministry to its current state. Dan has interviewed newsmakers, pundits, and successful ...
 
Learn tips and strategies on how to make more informed financial decisions around managing money, saving and paying for higher education, and repaying student loan debt. Our team will share interviews with financial practitioners, students and recent graduates, family members and young adults that have successfully managed their money and repaid their student loan debt.
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
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show series
 
For Gold/Silver/Miners Chris wants to see gold rise to 1870 and then break the 1960 level. That will be the sign that the new gold bull market has begun. Right now the miners are outperforming the medal and the market in general. Chris isn’t trying to pick a bottom. The break-out will be a lot like July 2020. Then we’ll see an intense 1 to 2 month …
 
Alessandra Malito is the retirement reporter at MarketWatch, a financial website that provides financial, stock market and business news. On today's episode, we discuss how millennials can still save for retirement without feeling like you're spread too thin, the different types of retirement accounts and alternative options if your job doesn't pro…
 
Pamela Rodriguez, CFP®, is the founder of Fulfilled Finances. She spoke with Alexandria Davis about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm. They also discuss what the profession can do better to support women and families.…
 
In this episode, Jacob and Terry do a blog post recap of, "Mistakes Teens Make With Money". Check out the episode links, blog posts & resources: https://teenfinancialfreedom.com/mistakes-teens-make-with-money/ #Teen Financial Freedom Learn more about Teen Financial Freedom https://teenfinancialfreedom.com/…
 
Catherine Alford did everything right as she got ready to start a family with her medical student husband. But the unexpected and financially devastating cost of her newborn twins forced her to make some tough choices, that have changed her whole view of the world. Plus- her top negotiating tip and a preview of her new book Moms Got Money: A Millen…
 
Apr 19 – Robert Wood at Wood LLP, ranked among the best tax lawyers in America, discusses the tax increases most likely to go in affect under Biden on income, estates, investments, and more. Robert... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeDi fswebmaster@financialsense.com (Financial Sense)
 
US equity markets retreated from record highs amid fresh falls for the technology sector – Dow eased -123-points or -0.36%, snapping a three session inning streak that carried to index to multiple record closing highs. The broader S&P500 -0.53%, pulling back from a record closing high (4,185.47). Consumer Discretionary (down -1.14%) led ten of the …
 
In episode #86, we share 3 kinds of risks that matters to retail investors. In the grand scheme of things, there are many things that are uncertain, but not all uncertainties matter and not all uncertainties matter equally. Similarly, not all risk are equally important. And today, we will build on last weeks episode on the core understanding of ris…
 
In this episode, Chelsea talks to Cristine from Simply Nailogical about the monetary side of YouTube, how she fell into internet success, and why she's keeping her day job despite making more money off her videos. Subscribe to The Financial Confessions podcast here: https://lnkfi.re/1QYK1e4R For our favorite moments from The Financial Confessions p…
 
Episode #162 - Kevin "Kayr" Robinson grew up in Philadelphia in poverty, including his family being evicted from his home and living on welfare. But he got some critical advice and made choices that led him to attend college on a scholarship, work for investment banks and hedge funds on Wall Street, and eventually invest in real estate investments …
 
Harriet is a passionate believer in using humour to build rapport and tackle important topics. Author of the bestselling business book, ‘Will It Make The Boat Go Faster?', Harriet explains approaching deal-making with humour in this podcast. You can sign up for her weekly 'Laugh, Learn and Leg Up' emails here: bit.ly/harrietsignup…
 
According to a recent Cost of living survey reported on news.com.au, most Australians have no savings at all. Over 10,000 people responded and only 38% reported having more than $5000 in savings, which is pretty poor. 23% admitted they could not find/raise $200 in a week for something that was urgent and important. That’s put these numbers into per…
 
As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage’s Biases and #tightasstommo money saving tips, come and have a listen to find out how you can find financial wellbeing. Welcomes and Introductions Not celebrating a birthday, the expe…
 
Starting as an intern in 1987, David Almasi previously served as executive director and director of media for the National Center for Public Policy Research before becoming the organization’ vice president in 2017. A veteran of the Washington, D.C. non-profit industry, David has served in media and communications roles for Defenders of Property Rig…
 
CIMA Member in Practice Fiona Bevan, ACMA, CGMA, describes recent trends in the UK SME sector and how her company, Bevan Financial Management Ltd, adapted to the COVID-19 crisis. She offers advice for SMEs — and larger businesses — on effective customer feedback and how businesses can improve and speed up their decision-making without losing contro…
 
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:21 - How Would Charles Would Advise…
 
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement. Co…
 
What do Twitter CEO Jack Dorsey and NFL quarterback Tom Brady have in common? Outside of their celebrity status, Dorsey and Brady are two of the bigger names that have entered into the non-fungible token, or NFT, space in recent weeks. Dorsey sold his first-ever tweet for $2.9 million, while Brady announced his new NFT company, Autograph, at the st…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you. During this bonus episode, I am going to recap everything from Season 1, including a one-word t…
 
As an African American woman and a financial advisor, Diane Manuel has a unique perspective on the financial industry. She had several fears to overcome not only in her former workplaces, but in knowing how to serve her clients. Because of her journey and experiences, Diane became inspired to build a movement to help empower women. Diane works at U…
 
Amy Mullen is the President of Money Quotient, a company that has developed tools and training to help advisors have more meaningful conversations with their clients. Money Quotient’s offering is unique in that they not only give advisors the tools to help clients achieve their goals, but they also help clients get clarity around what is most impor…
 
For the third and final episode of this series, we spoke with Kate Mullan, Policy Analyst, Consumer Financial Protection Bureau, to discuss the Grad Path tool and how it can be used to compare programs, assess funding needs (or surplus), and create a financial plan for the academic year.
 
Today’s show focused on what re-building will look like after the pandemic. We gave opinions from the perspective of the personal and business side. The importance of having a plan and a goal to achieve your financial freedom must start with the ability to save. Tune in to this episode as we discuss long term and short term plans for re- building i…
 
Hi Fi Europeans this is Mathias! Today I Interview Goncalo and we make it little case study. I met him the first time at the FI Europe Retreat in Portugal and we now catch up and to see what happened to Goncalo in the last 2 years. You learn about the stages he took to get from a lower income country Portugal to Switzerland by taking a stopover in …
 
In many states, including New Jersey, the car insurance bill can amount to quite a bit every year. It can be a struggle to pay, and many Americans either get the bare minimum coverage or don’t get it at all, hoping that they never need it. But having good car insurance is not only key to your financial freedom, in New Jersey and other states it is …
 
Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-fli…
 
Today’s podcast guest, Mina G, is a serial entrepreneur with multiple pharmacies and a massive real estate empire that he’s been scaling up quite quickly. At the time of recording, he had over 80 units in the Southwestern Ontario region. There are a lot of life lessons in this episode as Mina shares his intense feelings concerning money, time manag…
 
$1M in 1 Year: Episode 12: Working the System. I have really worked on perfecting my system. I have decided I want to creat my own trading algorithm. More to come in how to do that as I go through the process. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their…
 
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. This episode will help you decide whether hiring a financial advisor is right for you. You’ll learn the 5 C’s that you can expect when hiring a financial advisor. Press play to find out what you should expect from your financial advisor. 4 reasons you may…
 
Today, returning with us is Mark Gazit, CEO, and Founder of ThetaRay, a firm based in Israel but doing business globally, with nearly $70M of funds raised, helping with fraud and anti-money laundering. Mark speaks with us today with a broader perspective in the world of fraud and AI deployments in general, as to where they will find more or less of…
 
We spend a lot of time on the podcast talking about federal employees and their retirement plans. They have access to different investment vehicles that other workers are not able to participate in. We talk about the TSP, or Thrift Savings Plan on today's show. It's similar to a 401(k), but there are specific stipulations that are not necessarily e…
 
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