The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered on a fee basis through Global Financial Private Capital, LLC an SEC Registered Investment Advisor.
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Com base numa visão holística de Gestão de Património, a Future Proof é uma plataforma de serviços de investimento orientada para o Aconselhamento Financeiro e Gestão de Risco. Este podcast é apenas para fins informativos. Quer saber mais sobre o mundo dos investimentos? Visite-nos em https://futureproof.pt/.
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NicsaTalk brings you conversations with C-suite and thought leaders from the asset and wealth management industry. Get insights into the personal backgrounds, career pathing, and mentors and sponsors that paved their professional journeys. Hear about some of the defining experiences of their careers, and the lessons they learned along the way. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, sha ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, Artwork **For informational and educational purposes only, ...
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MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly.
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Step into the financial end zone with "The Financial Quarterback® Podcast with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-m ...
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Ben D. Jones and Emily Larsen with BMO Global Asset Management
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Carlos Siqueira: Unleashing Potential, Championing Change Welcome to the world of Carlos Siqueira, a relentless force for positive transformation and a beacon of inspiration. As an esteemed author, premier speaker, and strategic mastermind, Carlos is dedicated to empowering individuals and businesses to excel. His podcast, a hub of innovation and insights, is where he shares his wealth of knowledge on wealth strategy, business acceleration, and personal growth. Carlos’s journey in life is fu ...
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New Business podcast. The podcast for CEO's, business owners, entrepreneurs and professionals who run a public, private or family business. You'll discover the strategies that business leaders use to grow their business, elevate their wealth and integrate their family prosperity. Topics include family office, entrepreneurship, leadership, strategy, marketing, operations, family dynamics, wealth management, buy and selling, mergers and acquisitions and much more. If you own a startup, small b ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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The Profit Point Podcast / Real-World Tips, Hacks, and Strategies for Today’s Successful Business
Profit-Point Success Advisors
This podcast is designed for the business owner and entrepreneur who wants to run a better business, make more money, and have more fun doing it. We focus on all critical areas of your business from marketing, sales process and sales success, operations, management, and much more. Please join our group of smart and savvy business owners and entrepreneurs who are focused on wealth creation and global impact. Let’s do this!
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How do advisors go about integrating their faith into their investment practice — and at what cost? Tune in monthly to hear from GuideStone Funds® as we dive into a multitude of topics, discussing the upside of faith-based investing and myth-busting several concepts along the way. If you want to learn more about how your clients’ Christian values can be paired with traditional investment strategies without compromising their beliefs in order to invest their money wisely, then this is the pod ...
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The Personal Brand Business Show - Personal Branding, Social Media Marketing, Sales & Expert Business for the Entrepreneur
Bob Gentle Personal Branding & Monetization Coach
Building a business around your personal branding is challenging for many reasons. Listen in as Bob Gentle speaks with expert Entrepreneurs, Consultants, Marketers and Creators from around the world to unpack their Personal Brand Businesses and discover what really makes them work. Leave the B.S. behind and discover the real stories of what success takes from the people making that happen every day. Guests aren't just great at what they do. They innovate traditional business models and find ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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If you're ready to embrace authenticity, take action, and live the life God has in store for you, you've found your perfect destination. Join Ashley Winston and her esteemed guests as they share inspiring stories, practical wisdom, and valuable advice on faith, business, and life. With a global reach spanning Africa, Europe, Asia, and the Americas, the podcast has touched listeners' lives in over thirty-four countries. About Ashley: Ashley Winston is a multi-passionate entrepreneur, author, ...
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Join Hall of Fame motivational speaker and best-selling author, Dr. Willie Jolley, for strategies for success in business and in life. Dr. Jolley interviews some of the best and brightest wealth building professionals in the business. Do you have a question or topic you want Willie to cover on the podcast? Send your email to info@williejolley.com.
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STW Radio was born out of the crisis of 2008 and was the mission of its host, Bruce Weide, to fill a massive void in most American's retirement portfolio. This safety net would have literally saved them any grief in the crash of '08-'09 and let them pick right back up on the historic gains from there. America seems to believe that investment risk is a thing of the past. But STW Radio is dedicated to reporting all sides to the stories that matter to those close to retirement or in retirement. ...
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Dr. Finance® Live Podcast is hosted by Dr. Anthony M. Criniti IV (aka “Dr. Finance®”)—the world's leading financial scientist and survivalist. A fifth generation native of Philadelphia, Dr. Criniti is a former finance professor at several universities, a former financial planner, an active investor in diverse marketplaces, an explorer, a speaker, and has traveled around the world studying various aspects of finance. He is an award winning author of three #1 international best-selling finance ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Woman to Woman: PT 1 - Overcoming Divorce and Leading with Purpose
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Today on the Break Free Podcast, we are launching our woman-to-woman mini-series, which is all about real conversations, sisterhood, and sharing stories that empower, uplift, and encourage us to be the unstoppable women God created us to be. In this episode, Ashley sits down with Katrina Boatright, an executive leader in local government who has al…
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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
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Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…
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Survivor's Tale: Inside the 9/11 Tragedy | Special Edited Replay Episode
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"I AM NOT GOING TO DIE." 911 World Trade Center Survivor Sophia shares her escaping from the Crumbling Building! "One of the rare survivors from above the 92nd floor where the airplane struck." Inside, everything was falling apart. The building was crumbling, the only light came from the flashing red emergency signs, and people were screaming, "We'…
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Ep 32 - The One-Yard Line of Your Financial Future
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Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then…
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Buy Side Acquisitions and Roll Ups with Paul Looper at Pineland Capital
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In this podcast episode, Gary engages with Paul Looper, principal at Pineland Capital Partners, to delve into private equity and business acquisitions. Paul shares his expertise on identifying and analyzing investment opportunities, emphasizing the importance of strong management teams and clean financial records in attracting investors. They discu…
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Decision Points E35 - Cultivating a Family-First Business Culture at SystemWare with Frankie Basso
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In this week’s episode of Decision Points, Frankie Basso, President and CEO of SystemWare, dives into the foundational role that family values play in creating a strong corporate culture. Leading a company that was started by his father in the 1980s, Basso has successfully woven these principles into the fabric of SystemWare, fostering a work envir…
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Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
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Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…
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From Accounting to Financial Planning: Charley Smith’s Journey to Success
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Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …
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7 Kids, One Crisis: Parenting, Profits, and Purpose with Justin and Megan Goff | Episode 72
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In this episode of the Carlos Inspire Show, we dive into the inspiring journey of Justin and Megan Goff, a dynamic duo who transformed a health crisis into a thriving family business. Join us as they share their secrets to balancing parenting, profits, and purpose while raising and homeschooling seven children. Discover how they turned challenges i…
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Will the Fed’s Next Move Crash or Boost the Market?
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September 9, 2024 | Season 6, Episode 33 What if we told you that the 23rd anniversary of September 11th holds profound insights not just into our collective memory but also into the dynamics of September's financial markets? Tune in as we navigate the turbulent waters of recent market movements, with Broadcom's earnings guidance and softer-than-ex…
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NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar
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Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…
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Bitcoin’s Role in the Next Financial Revolution w/ James Lavish
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Are traditional finance and Bitcoin on a collision course? Josh tackles this question head-on with guest James Lavish, managing partner of the Bitcoin Opportunity Fund. Beyond his work in the hedge fund, James is a widely respected figure in the investment community, appearing frequently on financial podcasts and contributing to financial discussio…
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How to Optimise for Passion & for Profit, with Jenna VanLeeuwen
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In this episode I'm chatting with Jenna VanLeeuwen about the often-overlooked aspects of financial strategy that can make or break your business. From balancing work you love with essential growth activities like sales and marketing to planning for future financial stability, this conversation is packed with practical advice and wisdom. 🔑 5 Keys th…
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Wealthy Wednesday: Opportunities in RVs and Mobile Parks with Glenn Yaney
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In this episode, Glenn Yaney discusses investment opportunities in RV parks and mobile home communities. He highlights the growing demand for affordable housing and vacation options, as well as the potential for long-term returns in these sectors. Yaney also shares insights on the market trends, benefits, and challenges of investing in RV parks and…
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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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Ep 31 - How Your Kids Could Be Millionaires by 65
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Who wants to be a millionaire?! Josh Jalinski dives into how you can set your kids up to be potential millionaires by age 65. Josh reveals powerful strategies like using Roth IRAs, life insurance, and estate planning to ensure your children’s financial futures are secure. With insights inspired by Warren Buffett, Josh breaks down wealth-building ta…
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Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
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Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…
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Can the Fed’s Soft Landing Plan Survive Rising Global Tensions and Inflation?
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September 3, 2024 Season 6 | Episode 32 How does the Federal Reserve navigate the stormy seas of high interest rates and inflation? In this episode, we uncover the critical role of the Fed in balancing the economy, especially as we inch closer to their pivotal meeting on September 17th and 18th. Get ready to explore the historical tumult of Septemb…
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Decision Points E34 - An Entrepreneurial Journey with Kishore Khandavalli
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This week, True North is excited to invite guest Kishore Khandavalli, a visionary entrepreneur who transitioned from a small town in India to becoming the CEO of multiple thriving software companies in the United States. Starting with just $3,000 and a dream, Khandavalli’s initial steps in the United States took him from chemical engineering to the…
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Fashion, Tech, and Influence: The Unstoppable Sofia Wakabayashi | Episode 71
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Fashion and business may seem worlds apart, but Sofia Wakabayashi proves that they can coexist in extraordinary ways. Join us in this episode of the Carlos Inspire Show as we dive deep into Sofia's inspiring journey from the glamorous runways to the hustle of Silicon Valley. Before we kick off, we highlight a cause close to our hearts—fighting hung…
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Simplify to Amplify : Virtual Assistants & Leadership, with Kris Ward
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In the latest episode of The podcast, I sat down with Kris Ward to talk about how entrepreneurs approach their business time, team, and toolkit management. Kris shares some real belters on reducing work hours, improving productivity, and the vital role of Virtual Assistants (VAs) can play when you get it right. 🎙 Key Takeaways: - Team Building & Ef…
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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Get More Done: 4 Ways to Become More Productive
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In this throwback episode of the Break Free Podcast, Ashley tackles the topic of time management and productivity. She shares her journey of overcoming struggles with punctuality, emphasizing the transformative power of self-reflection. Ashley discusses the importance of tailoring time management strategies to suit individual personalities and life…
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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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Ep 30 - How Bill Gates Turned Tech into Trillions [Billionaire Series]
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Is Bill Gates’ strategy of giving away billions more powerful than his business acumen? Josh delves into the life and legacy of Microsoft co-founder Bill Gates. From Gates' early days as a Harvard dropout to building one of the most influential tech companies in the world, Josh uncovers the pivotal moments that defined Gates' career. Josh takes you…
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Decision Points E33 - Designing the Future of Workspaces with Lindsay Wilson
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How can a successful office space foster creativity and productivity? In this week’s episode of Decision Points, Lindsay Wilson, the president and principal of Corgan, shares her journey from cheerleader in Conway, Arkansas to a visionary leader in the world of architectural design. Guided by a profound belief in the transformative power of design,…
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Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
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Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues related to investment advisors and has appeared in The Wall Street Journal, Barron's, Marketwatch, and numerous ind…
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Part 2 - Tactics Never Told For Getting Paid To Speak | Episode 70
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Welcome, everyone. In today's episode, we delve into the art of transforming your expertise into a lucrative speaking career. We will explore some often-overlooked statistics and discuss the importance of value propositions over storytelling. Chris and Carlos will guide you through the process of understanding your audience and how to develop a com…
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Cash is King in Volatile Markets w/ Chris Vermeulen (The Technical Traders)
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What market trends should you really be following? In this episode, Josh Jalinski teams up with Chris Vermeulen, founder of The Technical Traders, to break down the power of technical analysis in today’s volatile market. Josh and Chris dive into Chris’s journey from a young market enthusiast to a seasoned financial strategist, revealing how his bac…
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How to reset your Mindset, with Sean Osborn
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Today on The Personal Brand Business Show I'm speaking with Sean Osborne who shares his journey from homelessness to building a multimillion-dollar tech company by age 30. Sean broke down the importance of having a solid email list as an unshakeable business asset and we delved into mindset mastery, the impact of surrounding yourself with successfu…
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#51 A dívida pública americana
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Neste episódio, vamos falar sobre a dívida pública americana. Sabemos que algumas das maiores crises económicas efinanceiras mundiais foram provocadas por dívida e pela perda de controlo da mesma. Entendermos a dimensão e características da dívida americana e a forma como esta afeta a dinâmica da economia mundial e dos mercados é o nosso objetivo c…
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Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7)
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It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we…
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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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The Transformative Journey of a Young Financial Planner - Dylan Ellis
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Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…
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Ep 29 - Why Laddering Could Save Your Retirement
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Are you overlooking a powerful investment strategy that could protect your financial future? In this episode, Josh dives into the laddering strategy for bonds—a method that can help create steady income streams while managing interest rate fluctuations. He breaks down how to construct a bond ladder, making it a key tool for retirees and conservativ…
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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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Decision Points E32 - Building a Legacy Beyond the Gridiron
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In this episode of Decision Points, our guest is Jeff Staubach, founder of Staubach Capital and son of NFL legend Roger Staubach. Beyond his father's shadow, Jeff has carved out his own path in the real estate industry, embodying an unwavering commitment to personal and professional growth. We dive into his transition from sports to business, where…
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Adam Abbas of Harris Associates - It’s All About Fixed Income
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Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…
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