Podcast by SHJ Wealth Advisors
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Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Welcome to the Bravo Kilo Advisors Podcast, hosted by the insightful Brad Kaufman! In this engaging series, Brad draws on his extensive personal and professional experiences to guide listeners through the intricate world of business advisory services. Specializing in the DFW, North Dallas, and Collin County areas, he’s dedicated to helping clients navigate the complexities of buying and selling businesses. At Bravo Kilo Advisors, Brad believes in treating clients with dignity and respect, en ...
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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Interviews with leaders in the business world to inspire your work, career and the mark you leave. Greg Martin, a Toronto based investment banker and M&A advisor, hosts Lifetime at Work, featuring interviews with industry leaders across the business world. The show aims to share advice and lessons learned with the hopes of answering the question "why do we do it?". The podcast explores the founders and leaders of some of North America's most successful businesses. It speaks with investors ac ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments
bullshiftthepodcast
Make Better Wealth Decisions is a weekly exploration of how the financial services industry shifts peoples’ attention to make them more bullish. It involves a risk most people won’t recognize because being optimistic is usually a good thing. We all have biases – and being biased means you’re taking on unique risks that are not always recognized or acknowledged. It’s a perverse problem – how, exactly, does one address biases that are not even recognized? If we can’t (or won’t) acknowledge our ...
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Working together is how we get things done. And it’s easy…until people get involved! That’s why building and growing teams is one of the most valuable skills in business today. On the Clarity Advisors Show, we’ll explore timely ideas and timeless principles, hard-earned wisdom and current trends, what works – and what doesn’t – in today’s environment.
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Energy Advisors is the podcast which talks everything energy. Join us for the latest news and information about energy issues at a practical level.
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travel Cover art photo provided by JFL on Unsplash: https://unsplash.com/@wallsbyjfl
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Invest for a Sustainable Future
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Big 4 Advisors
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Invest for a Sustainable Future
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Hire The Right Fit. Increase Employee Engagement. Train Effectively.
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Podcast by Carson Group
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Industry Entrepreneurs
Rita M. Perez
Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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Just telling it like it is. We're a real estate firm that helps our client invest and relocate, both locally and globally.
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Podcast by SYM Financial Advisors
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Explore top-of-mind, macroeconomic research from SS&C ALPS Advisors.
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Podcast by Coach Stan
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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This is your front-row seat for fascinating conversations between Dr. Tom Hill and some of the brightest, most influential authors and speakers in the world. Get ready to be inspired and encouraged through these "Conversations with Dr. Tom Hill"
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A podcast designed for the modern agent, take a deep dive into what it takes to be relentless. Giving your clients 121% in all that you do!
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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.
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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 You know that feeling when you see something that just makes you want to scream? When I watched an AI-generated promotional video this week, it actually left me speechless, in not a good…
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In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple …
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Join Stacey and Becca as they share insight into how they can sniff out an essay written with a heavy helping hand from AI from a mile away and group those clues into four categories. Are your college admissions essays guilty of any of these offenses? Take a look at the AI-generated essay Becca reviewed: https://www.collegeessayadvisors.com/why-cea…
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Show Notes: https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab @alfcharts https://www.stockmarkettv.com/alfonsos-daily-noteMark McEvily
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In this best of episode, we're joined by Valerie Vaughn to discuss the unique dynamcis of selling a business to a family member. We delve into the complexities of family dynamics, the challenges of preparing a business for sale, and how the involvement of a dedicated team, including wealth managers, accountants, and attorneys, paved the way for a s…
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With Tony Smith — CEO, Stonegate Investment Group Overview Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, an…
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As people approach retirement, they look for more conservative investment options since safety typically becomes the priority over growth. While there are multiple ways to achieve that outcome, the choice that many retirees and pre-retirees navigate toward for safety is bonds. But bonds may be riskier than you think and today we’re going to break d…
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"Ever wondered what it takes to make smarter, more confident wealth decisions like a top-tier Canadian portfolio manager? Discover the strategies that separate successful investors from the rest!" Making informed investment decisions can feel overwhelming, especially when balancing risk, return, and diversification. This episode dives into the deci…
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Listen to Pam Tanase, co-founder of WorkZones
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Episode Summary: In this episode, Nate Reineke and Ben Utley explore what the biggest physician financial question will be for 2025. They kick off the new year by addressing listener questions about financial planning strategies, touching on important topics such as 529 accounts, target date funds versus robo-advisors, Medicare enrollment, and mort…
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Episode 75. In this episode of the Lifetime at Work podcast, host Greg Martin interviews Martin Mayorga, the founder of Mayorga Coffee. They discuss Martin's journey from growing up in Latin America to discovering the coffee disconnect between its origin and its sale in North America. The conversation delves into Martin's challenges and achievement…
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As adult children increasingly reach out with concerns about their parents' and grandparents' finances, a troubling trend emerges: despite having sufficient resources, aging loved ones are struggling to stay on top of their financial responsibilities due to memory decline. Unpaid bills, service disconnections, and collection calls are becoming all …
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On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive The …
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A Personal Retirement Savings Account (PRSA) is a flexible, tax-efficient retirement savings option available in Ireland. It is designed for individuals who want to save for their retirement independently or as part of an employer-sponsored plan. PRSAs are portable, meaning you can keep saving even if you change jobs or stop working.…
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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
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In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com.
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Imagine acquiring a trophy property that cash flows from day one. Yes, you heard that right! This is the kind of deal most people only dream about, but with our help, Darryl turned this dream into a reality. This 12-unit multifamily property doesn't just offer top-tier aesthetics and a fantastic location—it’s a financial powerhouse from the start w…
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From Law Practice to Platform: Michael Roybal on Building Nuooly and Balancing Legal Entrepreneurship
39:25
In this episode, we sit down with Michael Roybal, founder of Nuooly and an accomplished attorney with a background in international trade law. Michael shares how he built his law practice from the ground up, starting with cold calls and business directories, and the challenges of growing a firm. We then explore his entrepreneurial journey, includin…
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This week on “Inside the Economy,” we break down 2024 market performance, how finances for US households look going into 2025, and the housing market. The S&P 500 Index is in rare air with back-to-back 20%+ returns in 2023 and 2024. Should we expect another 20%+ in 2025? US consumers remain resilient with spending on goods and services finishing st…
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On this episode, We share our thoughts on current market volatility as well as our thoughts on volatility for the coming year. We look at how earnings season volatility is impacting this market and our thoughts on the earnings seasons in 2025. We examine the options volume numbers for 2025 from OCC. We discuss whether it better to fade VXX by selli…
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In today's episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles w…
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Brad Kaufman on Maximizing Business Sales: The Power of Competition and Strategic Negotiations
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Why Is It Smarter To Cast A Wide Net And Engage Multiple Buyers Rather Than Focusing On A Single Buyer? Curious about how to transform a good business sale into a great one? Discover why casting a wide net and engaging multiple buyers could be your secret weapon for better negotiation, higher sale prices, and a smoother transaction process. Join me…
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It’s our last Tax Tuesday episode of 2024! In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., address several listener questions on a variety of tax topics. They cover the tax implications of moving into a rental property, including how it affects capital gains and depreciation. They discuss the possibility of using a…
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Join Bobby Moyer and Sandy Wiggins as they discuss the price targets for 2025. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized invest…
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