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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Gentleman Speculator is the home for insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC.
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Retire In Texas

Darryl Lyons

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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Henfruit Radio

Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert

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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Jon Mayo Podcast

Jonathan Mayo

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Conversations that equip you to reclaim your purpose, live intentionally, cultivate curiosity, pursue the extraordinary, create immense value, and become a WayMaker in business, community, and everyday life. Jon Mayo is an author, entrepreneur, strategic advisor, veteran, and founder of the WayMaker Movement.
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Free Game Real Estate Podcast

Free Game Real Estate Podcast

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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Elizabeth Mahusay is passionate about thought transformation. Through her writing, speaking, and accountability groups, she helps individuals and organizations identify the foundational thoughts that form the basis of their beliefs, reject those that have a negative impact, and replace them with thoughts that lead to personal as well as organizational change.
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Welcome to Smarter Lawcast, the official podcast of Hall & Wilcox, a leading independent Australian law firm. We pride ourselves on our Smarter Law approach, where we work with our clients to creatively solve their legal and business challenges. Tune in to be educated and entertained by our experts’ take on topical legal issues. LinkedIn:@Hall & Wilcox Facebook:@HallandWilcox Instagram:@hallwilcox https://hallandwilcox.com.au/
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James “J.R.” Reid goes behind the scenes with the elite of the elite and shares strategies to help you thrive under intense pressure and come up clutch more often. Discover how you can master your mind, relationships, and money to ensure they’re an asset during your pursuit of greatness instead of a liability. Since 2005, J.R. has been a trusted coach, mentor, and advisor to the world’s top athletes, public figures, and executives and is considered one of the “Navy Seals of Life Coaching.” C ...
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Fighting Terror

Lucinda Creighton

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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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A podcast for Californians who still believe in the American dream. We want to help you make Tennessee home. If you're discouraged and disappointed in the Golden State and thinking about moving, Tennessee should be in your cross-hairs. Join Tennesseans and former life-long Californians, Paul & Joanne Kraft, as they share what they love about the south, teach you what they've learned while living here and help you decide for yourself if moving to Tennessee is right for you. Once you decide, P ...
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Everyday EQ

Julia Ford-Carther

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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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The Faith and Investing Podcast

Eventide Center for Faith & Investing

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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Any reference to Eventide’s Busines ...
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Welcome to DNForum Domain Fireside Chats Join Helmuts Meskonis, the proud owner of DNForum.com and AcornDomains.co.uk, and the visionary founder of the London Domain Summit, as he takes you on an engaging journey through the world of domain name investing and operating various domain name businesses. In each episode, Helmuts sits down with industry professionals, sharing insightful conversations and insider insights that domain enthusiasts, IT professionals and investors won't want to miss. ...
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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Meaningful conversations with passion pursuers & changemakers.This podcast is an experiment in human flourishing; a reason to connect with regular people who pursue their passion, who create impact in this world through their actions (changemakers, achievers and thinkers) across multiple fields, deep dive into what makes them unique and what makes them tick. Disclaimer: The views, information, or opinions expressed during the series are solely personal.
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Law School Insider

Law School Insider

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The Law School Insider podcast is geared toward students that are considering law school and graduates of law school. We talk all about being successful in law school and in your career. The shows are short - only 15-20 minutes each - and are shared weekly on Thursday mornings.
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Wealth Well Done

With Eric Scovill

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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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Send us a text Gain relevant insights, stay ahead of market trends, and get your questions answered by two industry professionals. Don’t miss out on this opportunity to enhance your financial knowledge and make informed decisions. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice …
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 125: Trailblazers: Women Making A Difference In The Real Estate Industry Spe…
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In this episode, we dive into the complexities of 401(k) plans and the audits conducted by the Department of Labor (DOL). The Employee Benefits Security Administration (EBSA) is the group responsible for investigating and auditing 401(k) plans, which can be a significant challenge for plan sponsors. Key insights discussed: EBSA’s investigations rec…
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It’s action packed in banking right now as regulatory uncertainty mounts with the looming presidential election. Today on the show, Al and Steve pick the brain of Nitin Mhatre, the CEO of Berkshire Bank, on the most pressing issues in banking. They explore the tension of a bank changing for the times while preserving its relationship-driven company…
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Can we really understand the impact of passive ownership on the US market? Marco Sammon is an Assistant Professor in the Finance Unit at Harvard Business School. During this episode, he joins us to share deep insights into the complex and counter-intuitive nature of the index fund revolution. To kick off our conversation, we discuss some of the cha…
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Farmlands CEO Tanya Houghton shares Farmlands’ commitment to the B+LNZ Awards and how Farmlands is innovating and supporting farmers. Hosted by B+LNZ’s GM of Communications & Insights, Rowena Hume, the episode highlights the vital role New Zealand’s sheep and beef sector plays for Farmlands.Von Beef + Lamb New Zealand
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https://www.gentlemanspeculator.com/ You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Money is a tool. But this isn’t about counting beans anymore. We’re talking shadows, where the real power reveals its…
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Join me for an incredible conversation with René Banglesdorf, a changemaker, serial entrepreneur, and executive business coach in the private aviation industry. In this episode, we discuss how to stay true to yourself in a fast-paced, affluent industry and share some truly memorable moments, including René's embarrassing encounter with Michael West…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your…
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Are you tired of watching your hard-earned money crumble in the face of economic uncertainty? Watch as we reveal the strategy that transformed our financial future - and it has nothing to do with the stock market rollercoaster. Prepare to have your perspective on financial planning flipped upside down. Are you ready to learn more about Bank on Your…
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In This Episode: We talk with Tiffany Grabski, Head of the SSE Academy, and Anthony Miller, Coordinator of the Sustainable Stock Exchanges Initiative. We discuss how sustainability has grown as a focus of stock exchanges, and the need for sustainability training among financial professionals.Von ED4S
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Is your marketing budget really just money down the drain? Today on Thinking That Matters, we’re joined by Amber Gaige, the dynamic owner of Far Beyond Marketing. As a seventh-generation McKinney native and third-generation entrepreneur, Amber brings invaluable experience to the table, especially for small businesses and tradespeople. In this episo…
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This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities. Subscribe & Connect with Us! Kent Kramer Blackrock Financial Perspectives Foster…
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Are you ready to uncover the lies you've been told about your health and discover a transformative path forward? In this episode, Eric Scovill is joined again by Dr. Ryan Hewkin, a Christian chiropractor and co-host of the Natural Parents Podcast, who shares his transformative journey toward true health. Diving deep into the biblical principles of …
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market. Speakers: Brian Pietrangelo, Managing Dire…
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 124: Transforming Trials Into Community Impact Through Entrepreneurship Spec…
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Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might w…
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On today’s show, get ready for a listening adventure as we discuss ... the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and whether we …
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How can the Rational Reminder Podcast get even better? By bringing back one of its most beloved voices, Dan Bortolotti, also known as "The Spud." In this exciting episode, hosts Ben Felix, Cameron Passmore, and Mark McGrath announce that Dan, the mind behind the Canadian Couch Potato Podcast, will now be a regular guest, contributing segments like …
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In this month's energy podcast, Senior Portfolio Manager, Brian Kessens, provides key insights into August’s market performance, covering: Mixed results driven by declining crude oil prices Strong midstream earnings, with half of companies surpassing expectations Improved drilling and oilfield service efficiency, even with fewer rigs in operation T…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly for Generation X. Darryl challenges the traditional notion of retirement and explores the idea of pivoting rather than retiring, urging listeners to reconsider the inherent value of work. He…
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You have a lot on your plate. I get it. Because I do, too. But what happens on those days when you wake up and suddenly become overwhelmed about everything that’s ahead of you? It’s a big reality in the life of a high achiever. And when the overwhelm kicks in, you start talking to yourself. And in that moment, another reality comes to the surface. …
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Have you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a sing…
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Juliet O’Brien and Todd Bromwich discuss everything you need to know about philanthropy and philanthropic giving, including whether to give during your lifetime or through your estate plan, the most appropriate and tax-savvy structures, and how to establish a ‘living legacy’ that your family may choose to carry on.…
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Welcome to a special episode of Thinking That Matters! Whether this is the first time you’re joining me or you’ve been part of this journey for the last few years! I’m excited to share a milestone that’s close to my heart—a dream realized. In this episode, I’m reflecting on the powerful principles that helped me achieve best-seller status for my bo…
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Are you listening to your body’s wisdom? In this inspiring episode, let’s dive deep into the wonders of the human body and explore the holistic approach to health and wellness with renowned natural health expert, Dr. Ryan Hewkin. Prepare to be amazed as Ryan shares his wealth of knowledge on the incredible design of our bodies, the importance of gu…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 123: Empowering Mortgage Success Through Culture and Strategy Special Guests…
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Have you ever wondered how vibes can shape the economy? Or how the economy differs from financial markets? Or even how meme stocks operate? In this episode, we dive into the intersection of economic theory, social media, and public sentiment with Kyla Scanlon, an insightful economic commentator known for her relatable approach to explaining complex…
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As Jeff Jackson, the CEO of WesBanco, sees it, M&A activity can only go up. In this episode, Al and Steve chat with Jeff about why that is and what is at stake for community banks across the country. They also explore other banking classics, including what the future of delivery in banking looks like, how to retain employees and what has helped the…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: "Where are you going with your life?" Using a blend of personal reflection and a structured framework, Darryl challenges listeners to take a step back and evaluate the direction of their careers, businesses, and overall li…
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Join me and my Special Guest, Phil Nicaud, a seasoned entrepreneur and the CEO of Legendary Leadership Consultants. Phil has coached hundreds of top-level leaders across America and has become their highly confidential and strategic sounding board and tactical coach in his role at Legendary. On today’s episode, we explore several topics around lead…
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Are you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in…
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Hall & Wilcox partner and co-lead of our healthcare sector group Alison Choy Flannigan chats with Julian Smith and Jill Mason, partners at UK firm Mills & Reeve, about healthcare trends in Australia and the UK, including key issues when entering into the UK market, opportunities for Australian businesses, M&A trends in the healthcare sector, wider …
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What would you do if you realized you’d hit the ceiling of your potential in your home country? Welcome back to another episode of Thinking That Matters! I’m truly excited to introduce you to someone extraordinary today—Patricia Pimentel, a woman who dared to dream beyond the limitations placed on her and embodies the essence of resilience, faith, …
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This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube…
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Unlock the power of hedge funds in crypto. In this episode, Eric Scovill continues the conversation with industry veteran Tom Costello to explore the world of hedge funds and their unique strategies, particularly in the rapidly evolving cryptocurrency market. As an experienced quant and former hedge fund manager, Tom shares his expertise on how acc…
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To paraphrase Ernest Hemingway, changes in the stock market often happen "gradually, then suddenly." This week Brian and Ryan discuss how, over the past month, there has been a rotation from large-cap technology stocks to small caps and other sectors. However, following the latest jobs report, global stocks experienced a sharp pullback due to conce…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth …
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 122: Moving Forward in a Changing Real Estate Market…
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Are you contemplating a move from the bustling coast of California to the scenic landscapes of Tennessee? If so, you're in for a treat! We’re joined today by Zach Hurd, a seasoned financial advisor from SageSpring Wealth Partners. Zach helps many of our California to Tennessee clients navigate retirement and a host of other financial decisions. The…
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Which account should you choose, a registered retirement savings plan (RRSP) or a Tax-free savings account (TFSA)? This is one of the most common decisions that Canadians must make when it comes to investing, but it will also elicit some of the most passionate responses. RRSPs especially get a lot of undue skepticism, with some even labelling it as…
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