show episodes
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
 
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. New to the show? We recommend that you head back to Season 1 of the podcast and listen to episodes 1-10 first, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
 
In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
 
Market‌ ‌like‌ ‌a‌ ‌Fintech‌ ‌is‌ ‌a‌ ‌podcast‌ ‌on‌ ‌a‌ ‌mission‌ ‌to‌ ‌find‌ ‌out‌ ‌what‌ ‌marketing‌ ‌strategies‌ ‌and‌ ‌tactics‌ ‌the‌ ‌top‌ ‌Fintech‌ ‌companies‌ ‌in‌ ‌the‌ ‌industry‌ ‌use‌ to‌ ‌acquire‌ ‌real‌ ‌customers,‌ ‌build‌ ‌a‌ brand‌ ‌and‌ ‌grow‌ ‌revenue.‌
 
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has bee ...
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of Massachusetts (FPA MA), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the Massachusetts chapter of FPA. Join us and listen in for engaging dis ...
 
Hustle To Freedom is a podcast that highlights everyday people, just like you, who are building extraordinary side hustles in their spare time. Each episode is a one-on-one interview with someone growing a successful side hustle while they work a 9 to 5 day job or someone has recently turned their side hustle into a full-time gig. You will hear motivating stories from people who have created profitable blogs, apps, service-based businesses, SAAS, eCommerce, marketing agencies and much more. ...
 
Weekdays 5p-6p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
 
The age of the customer isn’t a tagline — it’s a fundamental shift in the market that is forcing companies and executives to change course. In Forrester’s What It Means podcast, we’ll examine those changes, what they mean, and what executives can do about them. ©2017, Forrester Research, Inc. and/or its subsidiaries. All rights reserved.
 
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 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 reviews wee ...
 
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.
 
The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, sui ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
At the Martha Stokes CMT Radio Show, you will learn how the stock market works, stay up to date on current events in the financial markets, and get some free tips for trading stocks, options, ETFs and more. Martha Stokes CMT is the Co-Founder and CEO of TechniTrader, an educational firm dedicated to helping retail traders and independent investors learn how to trade or invest in the stock market. TechniTrader.com has been educating traders since 2000. Martha Stokes is a Chartered Market Tech ...
 
Medium-sized businesses grow faster, last longer and contribute more to the economy than start-ups. But while these bigger businesses have bigger opportunities, they can also face bigger barriers to success. Strategic accountant, succession planner and host Craig West speaks to experts in time management, cashflow, digital technology, sales growth, financial wealth, succession and more, to find out how you can overcome these challenges and give you insights and knowledge on how to grow your ...
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
On the Pumped On Property Show, we get real about property and your financial freedom. We also share the lessons we've learned from buying over $250,000,000 worth of investment property for ourselves and our clients. In each episode, we break down the lessons, tools, and tricks that have enabled us to become financially free through property investing. If applied correctly the lessons on this Podcast could help you build a property portfolio with confidence and work towards financial freedom ...
 
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 ...
 
As an experienced technology partner, listen here for the latest views from our GFT UK specialists who will be sharing their extensive knowledge of the financial services sector. We advise the world’s leading financial institutions and develop bespoke IT solutions – from banking applications and trading systems to the implementation and support of complete platforms, and the modernisation of core banking systems. Our global innovation team also develops new business models, focusing on topic ...
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
Loading …
show series
 
(1:01) - After being closed on Friday, markets rally in response to last week's jobs report as hopes for a strong economic rebound prevail. (13:22) - ISM Services Index for March hits all-time high, reaching 63.7 vs. expectations of 59. (27:22) - Tesla stock is rising after the company announced they delivered 184K vehicles in Q1 of 2021, which bea…
 
In the final part of the complex let series Alex sits down with Tina Long and Anna Asbury from Market Harborough Building Society.In this episode you'll hear:What is meant by complex let in the market? And what does it mean to MHBS?What is the availability of mortgages like for complex let?What types of complex income types could this include?What’…
 
➡️ In this episode of Making Sense ⬅️ Wanda Durant joins Ed Butowsky for a conversation on parenting and raising truly well-rounded and successful kids, like Kevin and Tony Durant in today's world. Learn Wanda's top three parenting lessons and how she earned the nickname "THE mom" in the NBA in this must-watch interview! ➡️ About Chapwood Investmen…
 
Tom Wipf, Vice Chair, Morgan Stanley’s Institutional Securities Group, and Chair of the New York Federal Reserve’s Alternative Reference Rates Committee ("ARRC"), on the transition away from the LIBOR standard and the introduction of the new SOFR. The conversation touches upon the need for global cooperation from financial institutions and trade gr…
 
➡️ In this episode of Making Sense ⬅️ Dr. Arthur Laffer, a member of the Reagan Economic Policy Board, is one of the first investors to understand the lower tax rates could result in higher profits and a stronger economy. Dr. Laffer was also an economic advisor on the 2016 Trump Campaign for President and he sits down today to talk with Ed Butowsky…
 
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021. News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias. …
 
In this episode Chris and I will be discussing spring real estate market and how to utilize CHIP reverse mortgages for purchasing your new primary residence, vacation or rental property or other financial options. So tune in and enjoy !By Elena Russell, PFP, FMA, CFDS
 
Christa shares Clark Stinks posts from the site with Clark. Submit yours at Clark.com/ClarkStinks. A new federal law allows employers to pay toward employee student loan debt or for a portion their education, through 2025 - tax free for the recipient, deductible for the employer. Clark explains this voluntary benefit - a win-win. Clark Stinks & Ask…
 
(0:10) - A look at the bond markets. Plus, P&G is reportedly working with a Chinese group to side-step Apple's new privacy rules. (15:19) - Disneyland is looking to reopen in California. What are some of the steps they are taking in this new landscape? (22:21) - More controversy brewing among the NBA and China regarding labor laws. (33:20) - Paul L…
 
(0:10) - Markets look to close out a winning week. Also, new data points to more potential inflation on the horizon. (13:05) - Amazon is looking like the winner of the unionization vote of a warehouse in Alabama. (25:01) - GM halted production at several factories due to more chip shortages. What's in store for the industry going forward? (34:30) -…
 
The one person you have the most trouble forgiving is yourself. Yet much of the way we think and act was learned before we reached the age of 10. Randy Gage, author of the new book Radical Rebirth, joins Jason Hartman to discuss how we can constantly reinvent ourselves to become the best version we can possibly be. Key Takeaways: [1:30] Randy's on …
 
Bloomberg Opinion columnist Barry Ritholtz speaks with John Schlifske, who is chairman, president and chief executive officer at Northwestern Mutual. He rose through the ranks after having joined the company in 1987 as an investment specialist. Northwestern Mutual has more than $300 billion in total assets and $31 billion in revenues, and underwrit…
 
Google’s United States Supreme Court copyright win against Oracle over the development of the Android operating system was a huge development, with the case spending the past 10 years bouncing around courts in the US. The ruling is significant because it may shed some light on how tech developers can add value to existing coding. Also on the podcas…
 
Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks…
 
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kev…
 
Historically, 529 plans owned by grandparents negatively impacted the student’s financial aid profile. That changes this fall. Clark explains the new FAFSA rule, and the WRONG way to set up a 529 account. / The Facebook data breach involves more than half a billion people around the world. What info criminals have and what you need to do to protect…
 
While US savings rates near all-time highs, over 1/3 of Americans today do not have the cash to cover a $300 emergency expense. Don and Donna Grace explain how changing the way we think about money and approaching financial goals incrementally could help to break the savings disparity. See omnystudio.com/listener for privacy information.…
 
In today’s episode, we discuss behavioral finance as a practical tool for advisors to enhance their business & strengthen client relationships. A deep understanding of these strategies can help advisors identify bias while better understanding investor behavior and the overall market. Guest: Orion Advisor Solutions’ Dr. Daniel Crosby. Show Notes: B…
 
(0:35) - Just how much will demand plummet for commercial real estate in cities? (12:50) - Adam Johnson of Bullseye Brief joins the show to discuss the current markets and why he is bullish overall. (22:00) - Americans age 55-64 have almost double the median net worth of the average American household. (33:33) - Panasonic and Tesla are working toge…
 
(0:43) - Weekly jobless claims rose unexpectedly to 744K vs. expectations of 694K. (13:21) - Ema David of Armstrong Advisory Group breaks down the Fed meeting minutes released yesterday. (23:36) - G20 will seek to cooperate on implementing a global minimum corporate tax rate. (35:48) - Many patients are forgetting to cancel extra vaccine appointmen…
 
Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake Cousineau’s financial advice and his …
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks In…
 
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront …
 
The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these before? How do they apply in your financial life? Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-81-what-can-we-learn-from-will-rogers/ Watch the video podc…
 
I’m Zack Miller, editor in chief of Tearsheet. The following was produced by Tearsheet Studios. We worked with fintech software provider Autobooks to create a four part podcast series on the evolution of business banking and how banks can better service SMBs through a changing mindset, partnerships and integrations.We’ve moved beyond the paradigm o…
 
Most American companies that did not offer remote work pre-pandemic did not have a policy in place regarding salaries and locations for remote workers-- but that may be changing. Today's Stocks & Topics: CLSK – Clean Spark Inc., MO - Altria Group Inc., CCJ - Cameco Corp., JETS - U.S. Global Jets ETF, BBL - BHP Group PLC ADR, VZ - Verizon Communicat…
 
Economic fallout from Coronavirus: Clark explains why, as we enter economic recovery, a homeless problem appears. Also, auto loan delinquencies are up. Clark's NEVER rule for car buying. / Jobs are roaring back in the U.S. - Why this decade could be a golden age for workers. Ask Clark topics include: Clark's Maximum Auto Loan Length Rule / How To S…
 
Welcome to the first ever episode of Market Like a Fintech! Market‌ ‌like‌ ‌a‌ ‌Fintech‌ ‌is‌ ‌a‌ ‌podcast‌ ‌on‌ ‌a‌ ‌mission‌ ‌to‌ ‌find‌ ‌out‌ ‌what‌ ‌marketing‌ ‌strategies‌ ‌and‌ ‌tactics‌ ‌the‌ ‌top‌ ‌Fintech‌ ‌companies‌ ‌in‌ ‌the‌ ‌industry‌ ‌use‌ ‌to‌ ‌acquire‌ ‌real‌ ‌customers,‌ ‌build‌ ‌a‌ brand‌ ‌and‌ ‌grow‌ ‌revenue.‌ I’m Araminta, a m…
 
(1:00) - What are the chances that President Biden's infrastructure bill gets passed? (12:58) - Aaron Zitner of The Wall Street Journal on COVID-19 regulations put in place by municipalities. (21:58) - Big Tech companies are looking to make a splash with augmented reality glasses. (34:34) - GM announces an all-electric version of Chevy Silverado, c…
 
(0:43) - Markets opened flat as investors look forward to the release of the last Fed meeting minutes. (13:01) - With a surge of tourism ahead this summer, will businesses be facing a severe worker shortage? (22:17) - Ask Todd with Todd Lutsky of Cushing & Dolan.By The Financial Exchange Network
 
Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one’s gambling impulses and/or financial insecurities. These pet peeves include: Advice in day trading newsletters A brand name stock always rebounds RIAs that don’t talk with clients about portfoli…
 
Our guest this week is John Rogers, Jr. John is chairman, co-CEO, and chief investment officer of Ariel Investments, the firm he founded in 1983. John is the lead portfolio manager of the Ariel Fund and also comanages other Ariel strategies, including Ariel Small Cap Value, Small/Mid Cap Value, Mid Cap Value as well as Ariel Appreciation. John sits…
 
Australia’s world-first antitrust review of Facebook and Google’s business models has spawned a new generation of regulation and enforcement, with the country’s competition watchdog using consumer lawsuits, market inquiries and merger reviews to create one of the western world’s most assertive regulatory regimes. But as a recent MLex Special Report…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Andy Andrews. Andy is the author of more than 25 books that have been translated into more than 40 languages among those are several New York Times bestsellers including "The Traveler's Gift…
 
Welcome to the Tearsheet Podcast. I’m Tearsheet’s editor in chief, Zack Miller.Embedded finance is a recurring theme in our coverage on Tearsheet on here, on the podcast. With APIs and banking as a service platforms, firms in all kinds of industries are getting into finance. That’s the story line here. TripActions is an innovate business travel & e…
 
What Are You Buying? - WSJ #1 Financial Services Analyst and Gabelli & Co. Portfolio Manager Mac Sykes shares ideas for Q2. Mac also earned Runner-up in the annual StarMine analyst awards for stock picking in 2014 and 2018, and has received several Honorable Mentions from the Annual Institutional Investor Survey. Best of all, he’s an old friend.…
 
The new coronavirus relief bill exempts unemployment income at the federal level but 13 states have different policies. Today's Stocks & Topics: THO - Thor Industries Inc., Health Savings Account (HSA), PFSI - PennyMac Financial Services Inc., PLUG - Plug Power Inc., IAK - iShares U.S. Insurance ETF, KBWP - Invesco KBW Property & Casualty Insurance…
 
After decades of record bond returns, rising rates are hurting long-term fixed income investors at a time when many of them need it most. On MoneyTalk Financial History, Steve and Nathan talk about the corruption, scandal, and challenges the US faced during the development of the railroad system. See omnystudio.com/listener for privacy information.…
 
New reviews of affordable printers indicate great improvement. The HP business model means high prices for ink. Epson and Brother have that option, plus, more costly printers requiring very low cost ink which saves big$ over time. / Car rental prices have spiked in many areas. Clark has some workaround strategies to use until costs normalize. Ask C…
 
(0:10) - China became the first country to implement its own digital currency. Also, merchant groups are forming a national coalition to campaign for stricter antitrust laws. (13:20) - What does Google's copyright victory over Oracle mean for developers going forward? (22:25) - A new survey found that Americans believe its better to invest in housi…
 
(0:10) - A recap of yesterday's market surge and news of Credit Suisse's $4.7 billion hit as a result of the liquidation from Archegos Capital. (12:34) - Treasury Secretary Janet Yellen called on the need for a global corporate tax rate. What is the likelihood of it being implemented? (24:55) - With the release of President Biden's infrastructure p…
 
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities.* In the third and final episode of the season, Vanguard ETF Product Manager Johnny Garcia drills into how the Federal Reser…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login