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Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. For more on Newfound Research, visit www.thinknewfound.com.
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For those who have money… or want more of it! Join Mindy Jensen and Scott Trench (from BiggerPockets.com) weekly for the BiggerPockets Money Podcast. Each week, financial experts Mindy and Scott interview unique and powerful thought leaders about how to earn more, keep more, spend smarter, and grow wealth.
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Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
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CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what’s possible in our own work.
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!
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We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
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Do you have a clinical addiction to all things small business? Hey, me too! Let's be addicts together. On this show I do deep dives on cool business ideas, growth hacks and opportunities. Sometimes that means going broad, and breaking down 4-6 ideas with a business parter or friend, and sometimes that means going super deep on one idea or topic. I've built dozens of companies & own 7 right now, with revenues in the 10s of millions. I also buy 1-2 RV parks per month alongside partners and inv ...
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Investing in Impact interviews impact investors, General Partners, and VC's from around the world on their individual journeys and to connect impact entrepreneurs with insight into funding, scalability, and insights to inspire more impact companies around the world.
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Featuring interviews with GAO officials on significant issues and new reports, the Watchdog Report is recorded, hosted, and produced by GAO staff.
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Podcasts on relevant real estate topics for family offices from family office experts and real estate industry leaders
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CMOs and demand gen leaders dive head-first into their strategies and tactics for building a pipeline machine.
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A brief recap of the weeks economic activity presented by the Chief Investment Officer at AHR Private Wealth.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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STRAT – Strategic Risk Assessment Talk, is a forum with a preparedness mindset. Mitigating risks, creating systems of prevention and recovery to deal with potential threats, and understanding the objectives of a Business Continuity Plan. This is the podcast for leaders who are committed to being prepared. The program is hosted by retired Marine Corps intelligence officer and strategic risk assessment professional Hal Kempfer and investment banker Mark Mansfield.
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The Dion Guagliardo Podcast is a show that brings on Australian business people, leaders and innovators from a variety of industries to discuss entrepreneurship, work ethic and how they achieved success
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Candid conversations with leading CIOs.
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Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Bulwark Capital Management
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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In Deconstruct, The Real Deal breaks down the most important ideas in real estate. We follow the money from Los Angeles to New York City to explain what investors, brokers and developers are focused on right now. This is essential listening for understanding the great, big world of real estate.
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The Boxoffice Podcast is your #1 resource for news and analysis about movies and the movie business. We'll be your guide through these evolving and sometimes disruptive times. While breaking down film headlines, exploring box office results, and chatting with studio & cinema executives, we'll discuss all aspects of movies and entertainment. By movie lovers for movie lovers!
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Listen in on conversations and contemplations about potential fat pitch strategies in today's market. Where is the next fat pitch investment? Financial industry veterans Paul Barausky, Chief Distribution Officer of Sealy Investment Securities and Clint Sorenson, founder of WealthShield, host weekly interviews with thought leaders, legends, luminaries, and even a few lunatics from the world of alternative investing. Guests with the sharpest minds from across the investment spectrum weigh in o ...
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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This is a Podcast dedicated to bringing entrepreneurs, founders, start ups together with angels, investors and venture capitalists. Anyone who is interested in watching the economy grow in a magnificent way!
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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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A weekly open forum podcast where GLHP’s Principals discuss investing, real estate, and other current events. Please send any questions or feedback to pod@goodlifehp.comGoodLife Housing Partners is a privately-held real estate investment company based in Los Angeles with a focus on the student housing and workforce apartment sectors. The firm was founded by Rohan Gupta and David N. Fong in May 2015 and as of February 2021 has assets under management with an estimated value of approximately $ ...
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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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If you want to make your money work harder or take control of your IRA this podcast is for you. The Passive Cash Flow Podcast explains how investors can earn truly passive cash flow through real estate investments by teaming up with the professionals at Peoples Capital Group (PCG). Co-Owner of PCG, Aaron Fragnito, hosts this podcast & dives into how PCG finds, analyzes, renovates, & manages property to produces strong passive returns to silent investors. This podcast is for beginner or exper ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some ...
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The greatest asset in the world is Real Estate. We're giving you the tools to prepare you for homeownership and equipping you with the knowledge to improve other areas of your life. It's the other areas that matter more and we're committed to aiding your growth and development. #RealEstate #MortgageTips #Financing #LifeSkills Frederick Middlebrooks (NMLS #2379466) is affiliated with: Thrive Mortgage, Branch NMLS 2403247, Equal Housing Lender, Georgia Residential Mortgage Licensee, 100 World ...
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911WealthNetwork.com Founder and Host, Dave Knight is a full time Police Officer who outside the workplace has been able to grow a multi-million dollar rental income portfolio. First Responders Wealth Network Real Estate Investing Podcast was created to help ALL First Responders become educated and exposed to the possibilities of real estate investing, the strategies used to grow your wealth, and to stop relying on your paycheque and pensions alone. Top millionaire investors, industry leadin ...
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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Being a finance leader is no longer just about controlling costs. 2024’s CFOS are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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The best information diet for future CEOs. Subscribe to our video podcast on YouTube https://www.youtube.com/c/GraceGongSmartVenturePodcast Host Grace Gong talks to the most influential people in business, venture capital, and tech. From executives to billionaire founders, Grace helps you get smarter one episode at the time. SVPpro.com LinkedIn: @GraceGong IG/Tw: @GraceGongGG FB: @SmartVenturePodcast
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Cash Daddies, starring comedians Sam Tripoli and Howie Dewey (with Johnny Woodard at the board) is an entertainment purposes only financial comedy podcast that discusses all the ways small business owners, internet rich people and average, everyday air breathers can wisely invest their money. If you are killing it on Patreon, YouTube or your window washing business and you want to learn more about investing and finance, this is the show for you.
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The name says it all. CCIM Connections podcast, the companion to The CCIM Institute’s quarterly magazine, features leading industry personalities tackling the topics that matter most to commercial real estate professionals today. You’ll hear their stories, their insights, and their best practices to inspire, motivate, and make a tangible difference in how you do business. Visit us at www.cirepodcast.com
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Future Delivered. The Motive Partners podcast.
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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America’s Commercial Real Estate Show™ is the nation’s leading show on commercial real estate related topics. Leading economists, analysts and market leaders including show host Michael Bull share valuable market intel, forecasts and strategies. New shows every week since 2010.
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Sustainability is a rapidly evolving field, driven by billions of dollars in global investment. Join hosts Michael Torrance, Jonathan Hackett and others in this podcast series, as we introduce you to the innovative minds and diverse perspectives that are pushing the boundaries in sustainability good practice. With topics ranging from climate change to sustainable finance and green bonds to human rights and responsible investing, we explore the world of corporate sustainability through interv ...
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This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
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Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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An exploration into real estate businesses and asset backed investments. Rod talks to property developers, investors, business owners and professionals about the nitty gritty details involved in making their businesses move in the right direction. Hosted on Acast. See acast.com/privacy for more information.
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Chase breaks down the daily dots from today's action.
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Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital
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Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a n…
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Cracking the office market code?- Episode 169
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In this episode Rohan and David discuss these topics Introduction: - Rohan introduces the episode (169) and mentions the remote setup with Chester and David. David shares his enjoyment of the fall weather in New York. Recent Developments in Real Estate Discussion on the recent rate cut and its impact on market sentiment. David notes increased enthu…
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How Generative AI Will Transform Jobs and Investment Strategies
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Send us a text In this insightful panel discussion, industry experts dive into the disruptive impact of AI and its influence on jobs and investments. The conversation starts with a focus on how AI, especially generative models like ChatGPT, is transforming knowledge-based jobs. The panelists explore the idea that while AI is quickly mastering techn…
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China is the world's largest investor in international infrastructure financing and development. Through its initiative, the Belt and Road Initiative, China has expanded its influence with other countries. And this may pose significant…Por Government Accountability Office
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562: Police Officer Surpasses $10K/Month FI Goal w/Out-of-State Sober Living Investments
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Achieving your FI number in just four years? If you want to do it too, you must try something different. This couple found a niche within a niche, allowing them to hit the coveted “1% rule” in real estate, skyrocketing their cash flow and passive income and allowing them to make more than almost any other landlord in their area. So, how did they do…
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Ep 224: Breaking Through Your Unconscious Barriers to Supercharge Your Business with Rusty Osborne
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How often do you feel like your mind is holding you back from reaching your full potential in business? In this episode, Rusty Osborne, the go-to coach for entrepreneurs, dives into the secrets behind overcoming the mental blocks that limit growth and success.With years of experience helping hundreds of business owners, Rusty uses his signature Neg…
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We recap the historically strong year-to-date performance of equities and compare Q3 versus the first half of the year. We also delve into the potential market implications of the upcoming presidential elections as well as the ongoing (and escalating) conflict in the Middle East. Learn more about Formidable Asset Management, Will Brown, and Adam Ea…
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How Much Do You Need for Early Retirement? (How to Calculate Your FI Number)
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How Much Do You Need for Early Retirement? (How to Calculate Your FI Number) Podcast Description What’s your financial independence number (FI/FIRE number)? Are you being too conservative, or are you cutting things close? Do you even have one? Today, we’re taking a deep dive into this hotly debated topic to help you build a nest egg that will suppo…
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Create Content People Will Love or Hate
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This episode features an interview with Karl Van den Bergh, CMO, Gigamon, a company that helps enable IT organizations to eliminate security blind spots, optimize network traffic and reduce tool costs, enabling them to better secure and manage their hybrid cloud infrastructure. In this episode, Karl talks about shifting from a lead model to a deman…
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Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
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Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…
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Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
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Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit Investment Trusts, Closed-Ended Funds, Structured Products, and Exchange-Traded Funds. As an ETF Strategist at F…
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#84 Nick Greenhalgh - Co-Founder of PetO
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In this episode, I interview Nick Greenhalgh, co-founder of PetO. PetO is one of Australia’s leading pet supply stores selling goods such as food, toys and equipment. Starting in 2006, Nick, alongside his brother, has grown the business to own 58 stores, around 1000 staff, and earn $200 million in annual revnue. Throughout the episode, Nick talks a…
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Innovative Real Estate Investment Strategies for the Single-Family Rental Market with Andrew Kim
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In this episode of the First Responders Wealth Network podcast, Dave Knight interviews Andrew Kim, CEO and co-founder of SHARE, to discuss an innovative approach to real estate investing, specifically within the US single-family rental market. Andrew shares how SHARE simplifies the investment process for Canadians, from asset management to financin…
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I Found an Untapped Home Service Business with 75% Net Profit Margins. Ep #075
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I sat down to discuss an incredible niche business, J&D Lake Services - a pond cleaning company started by college students Declan & Joe. They literally went to Home Depot, bought a garden rake, and began scraping the bottoms of ponds for wealthy homeowners, "raking" in an incredible 75% net margin. Before their entry, pond cleaning companies relie…
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In the latest episode of Deconstruct... The Federal Reserve slashed interest rates 50 basis points last month to the euphoria of commercial real estate borrowers. One cut does little to move the needle. But the Fed is projecting more cuts to come. Deconstruct breaks down how three different scenarios could affect refinancings.…
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AHR Weekly Market Update - Monday 7th October
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Welcome to this week’s AHR market review for the week ending 6th October 2024. Tensions in the Middle East weighed on global equity markets for the week, as energy markets rallied and Chinese equities continued to gain momentum following the recent announcement of stimulus measures from the People’s Bank of China. In September, the U.S. economy out…
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Farouk Jivraj - The Art & Science of Using Alternative Risk Premia (S7E12)
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In this episode, I speak with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. After spending nearly a decade on the sell side, Farouk joined Fidelity in 2021 with the goal of building out an alternative risk premium platform, tapping into the best of what both the se…
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Hal Kempfer Returns: Analyzing Global Risks and Remembering a Friend
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The reboot of the Strategic Risk Assessment Talk podcast kicks off with Hal Kempfer reflecting on the profound impact of his late co-host, Mark Mansfield, who passed away unexpectedly at Christmas. Hal honors Mark's legacy while navigating the complexities of global conflicts, starting with an urgent discussion on the escalating situation in the Mi…
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Know Your Risk Radio - October 5, 2024
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Zach has a market update.
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Building Wealth Through Real Estate Development with Dale Degagne
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In this episode of the First Responders Wealth Network podcast, Dave Knight sits down with military veteran and real estate investor Dale Degagne to discuss his 20+ years of experience in the industry. Dale shares his journey from buying and renovating rental properties to shifting his focus toward ground-up construction and multi-unit development …
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Partnership Strategies for Working with Ultra-Wealthy Investors & Founders
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Send us a text In this panel discussion, experts from the family office investment world share valuable insights on the importance of relationship-building in the industry. Hear from thought leaders as they discuss key advice for those looking to co-invest, collaborate on joint ventures, or scale their family office operations. Learn powerful takea…
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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
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Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know …
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Why This “Physician on FIRE” Ignored the 4% Rule & Delayed Early Retirement w/Leif Dahleen, MD
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Why do many wealthy people wait so long to retire? Despite earning a physician’s salary, living frugally, and saving what most would call “more than enough” money, today’s guest worked for another four years before pulling the trigger on early retirement. Is he on to something? Does the four-percent rule no longer work in 2024? Stay tuned to find o…
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Two Overlooked Industries No One Is Thinking of Disrupting. Ep #074
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HoldCo Bros are back! Nik and I break down why print shops, despite being capex heavy and often ignored, are actually goldmines. We also talk about starting a GPO (Group Purchasing Organization) for niche industries and how to make money selling pricey widgets to airline manufacturers because you have to be FAA registered. Learn more about Nik here…
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Strategic Thinking, Analytics, and Relationships: Insights from Manchester University CBO Claire Knapp
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Claire Knapp is the vice president of finance and administration, chief business officer and treasurer at Manchester University in North Manchester, Indiana. In this episode, Knapp joins our host Donna Schiele to talk about his unique career journey from public accounting to higher education, navigating financial challenges in a post-pandemic envir…
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On getting yelled at by actual professionals and has the China trade run its course?
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In this episode of *The Theory of Thing Investment Podcast*, we wrap up the thrilling finale of the #BackJimmy challenge and share the highs and lows of getting yelled at by a legend in the game. We also bring you an exclusive NRL Grand Final tip straight from the one and only Mr. Robbie Farah. Heath rounds it out with a comprehensive market wrap, …
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Zach and Chase break down the daily dots from today's action.
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Geopolitical Tensions, Strikes, and Natural Disasters
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A lot is certainly happening all over the world. This week, we discuss the current geopolitical tensions, particularly focusing on the Israeli attacks on Hezbollah and the subsequent reactions from Iran. We analyze the impact of these events on global oil prices and the stock market, highlighting the surprising resilience of the markets despite the…
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Radioactive materials are commonly used for medical, industrial, or research purposes. But in the hands of terrorists, even in small amounts, they can be used to make a dirty bomb. In a new report, we looked at federal efforts to prevent radioactive…Por Government Accountability Office
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Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
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October Box Office Preview with The Outside Scoop’s Scott Mendelson
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Daniel Loria, Rebecca Pahle, and Chad Kennerk are joined by Puck News and The Outside Scoop’s Scott Mendelson to discuss the October theatrical slate. The panel tackles the slumping presales for Joker Folie a Deux, assesses the potential of the month’s horror titles, and offers hope on the prospects of Venom: The Last Dance in the marketplace. Give…
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Ep. 126 - Learning from Family Offices: A Conversation with Mike Consol of Real Assets Advisor
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This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities…
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Zach and Chase break down the daily dots from today's action.
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How ESG Adoption Boosts Long-Term Viability for Family Offices
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Send us a text In this insightful discussion, we explore the role of ESG (Environmental, Social, and Governance) in family office investments and governance. The conversation covers key questions on whether ESG adoption is a smart, sustainable business strategy, and how family offices are building governance frameworks around this focus. Our speake…
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Venture Capital For Equitable Supply Chains - Ed Marcum // Managing Partner of the Working Capital Fund
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In episode 79 the Investing in Impact podcast, I speak with Ed Marcum, the Managing Partner of the Working Capital Fund, on the innovations creating a more transparent and responsible global supply chain. With over 20 years of experience in human rights and venture capital investing, Ed has worked across the for-profit, nonprofit, and public policy…
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Porch Pumpkin Profits: Behind the Scenes with the Industry’s Founder. Ep #073
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I sat down with Heather Torres, the founder of Porch Pumpkins, who has literally invented an industry. In this episode, we talk about how she turned decorating porches with pumpkins into a thriving business. We cover everything from her profit margins and gross revenue to her customer base and logistics strategy. Heather shares how she finds custom…
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NIL Deals & Athletes Strategies from Michael Conniff
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Join us for an exclusive conversation with Sean Clifford, former Penn State quarterback and co-founder of Limitless, and Pat Waters, sports marketing veteran and co-founder of Team Group Holdings, as they explore the dynamic world of Name, Image, and Likeness (NIL) in college athletics. Discover the challenges and opportunities facing athletes in t…
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Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
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The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes? Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in t…
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Episode 7 – Sam Mercanti and Our Family Office
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On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Of…
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Is Cryptocurrency the New Tulip Bubble? An Investor Perspective
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Send us a text Ever wondered about the risks and future of cryptocurrency? In this episode, we explore a unique perspective on why some investors steer clear of the crypto craze. Discover why central banks could shut down the entire market, how one lucky investment in Chainlink turned into a $400 million return, and why traditional assets might off…
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