Podcast by Jeff Zufall
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The Retirement Guide - A Retirement Planning Education Podcast The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode. Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement. In a world of misinformation and sales ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Welcome to Joint Ventures, a look inside the ecosystem of one of the top advisory firms in the cannabis industry. Each week we will be joined by investors and operators who share their unique perspectives on the budding industry. The Panther Group is an advisory firm and Ecosystem founded to solve business problems that impede growth for companies in the cannabis industry. They provide core solutions essential to growth marketing, business improvement, and capital raising. The Panther Ecosys ...
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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosu ...
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Leon Goren, President and CEO of North America's premier peer network and advisory community, PEO Leadership, brings together business leaders to share stories, best practices and learnings with the rest of the community, and help us think through the unprecedented challenges brought on by the COVID-19 pandemic. In short segments, Snippets delivers answers to important questions and provides inspiration and uplift in a time of change. Learn more at https://peo-leadership.com/.
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In this podcast we share the knowledge from the minds of finance and business to help you become more informed. Our host Nigel Baker, a 20 year veteran as a Chartered Accountant and Certified Financial Planner, interviews leaders from business, sport and tech industries. All content in this podcast by me and any guests is general in nature, we don’t know your personal situation, so we cannot give you personal advice, so if you require personal advice seek out an independent adviser or messag ...
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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On this industry podcast, your hosts, Ike Ikokwu encourages executives, those working at the C-Suite level, and Vice Presidents to share their journeys growing and scaling a business they love while fulfilling and making a tangible difference in the lives of clients they serve. They cover topics like new product creation, business challenges, leadership, marketing, and of course, the current state of the advising industry. We’ll also let our guests share on the subjects they’re well-known fo ...
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How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)
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Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He walks you through the steps to set up a trust that can help avoid probate and ensure your assets are smoothly transferred to you…
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Josh Smyth is an Associate Advisor for Arch Capital, a highly qualified independent financial advice company. They are professionals with Chartered Accounting and Certified Financial Planning qualifications who use a rigorous investment philosophy and access to the world's best academic research to ensure client portfolios are commendably construct…
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Sandra Campos, 3x CEO & Entrepreneur – Fashion Forward: Leading the fashion industry into the future (re-broadcast)
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Summary: Last week, we welcomed Sandra Campos back to the show to discuss her new role as CEO of PetMed Express, and her vision for the company's future. This week, we’re revisiting our previous interview with Sandra, where we unpacked the career trajectory that set the stage for her leadership at PetMeds today. If you missed it the first time, thi…
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The Potential Ripple Effects of Taxing Unrealized Capital Gains
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In this episode, Brian Skrobonja breaks down Kamala Harris' proposed tax plan and how it aims to tax unrealized capital gains for the ultra-rich. He sheds light on how the tax plans will affect all Americans regardless of their income level, what to do if Kamala Harris is elected president, and how taxing unrealized gains could contribute to consta…
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With growing US debt and an ever-increasing tax gap, many business owners are concerned about the IRS becoming more aggressive in collecting tax revenue using AI technology. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepr…
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Send us a textPor Akers Financial Group
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Libby Newman is an Investment Specialist, Strategy and Research with Vanguard Australia. In this role Libby is responsible for supporting Vanguard's distribution team by connecting the adviser community with Vanguard's extensive investment and strategic research. https://www.vanguard.com.au HOST - Nigel Baker PRODUCER - Andrew O'Brien…
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Sandra Campos, CEO, PetMed Express – Leading the Pack: Driving innovation in pet care through core-value realignment
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Summary: Periods of transition often come with uncertainty, but they also offer a chance for businesses to innovate and refine their direction. Under the right leadership, companies can seize these opportunities to reevaluate objectives and implement fresh strategies, finding new alignment with the core values of their customers. At PetMed Express,…
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Identity Theft: How to Protect Yourself and Take Action if You’re Targeted
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In this episode, Brian Skrobonja shares tips and insights on how to help protect yourself against identity theft. He sheds light on the best identity theft tools in the market, what to consider when someone steals your identity, and ways to minimize the risk of your data ending up in the dark web. Brian starts the conversation by sharing what he le…
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The Automation Market: Analysis and Actionable Insights from Industry Expert, Tim Dawson
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In this episode of Bundy Group Insights, Clint Bundy sits down with Tim Dawson, Vice President of Industrial Automation Research at Interact Analysis, to discuss the future of the automation market. With over 25 years of experience in the field, Tim offers a deep dive into the trends driving growth in automation, the role of emerging technologies l…
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On the show, we focus on strategies to legally reduce tax bills, leveraging provisions in the tax code that benefit individuals and small businesses. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small…
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Send us a textPor Akers Financial Group
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Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
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Jared Isaacman, Founder, Shift4 and Draken International, Part 2 of 2 – The Next Frontier: Exploring the boundaries of space and innovation (re-broadcast)
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Check out part two, now! If you've been to space and back, you're bound to have an amazing perspective about y…
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The 4 Biggest Obstacles to Effective Estate Planning - Replay
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Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…
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Ep 10. Ben Jennings - JENNINGS PARTNERS
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Ben is a director of a boutique business service chartered accountancy firm with a specific focus on small and medium business. The services Jennings Partners provides are for business owners who are seeking peace of mind in having a registered finance professional look after their book-keeping, business financials and accounting. https://www.jenni…
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Send us a textPor Akers Financial Group
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Exploring potential in commercial real estate-backed debt
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Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
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Jared Isaacman, Founder, Shift4 and Draken International, Part 1 of 2 – Shooting For The Stars: Going beyond limits for lasting impact (re-broadcast)
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Look for part two next week. In business, there's success, and there's potential. Success is an achievement, b…
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Longevity: The Retirement Problem No One Is Discussing - Replay
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Did you know that a good part of American households haven’t thought about retirement planning? When it comes to planning for retirement, there are some key concepts to understand and three traps you should do your best to avoid. Listen to learn why a money increase doesn’t always equal a lifestyle enhancement, the three things people often look at…
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Celebrating Bundy Group’s 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 2)
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In part 2 of Clint’s conversation with Founder, Bill Bundy, they focus in on lessons learned from decades of experience advising business owners. Bill shares insights on common mistakes business owners make, emphasizing the importance of delegation, having strong financial records, and planning for the eventual sale of the business. They also delve…
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When you choose a financial advisor who is also a tax strategy advisor, you benefit from the added expertise that financial recommendations are offered with tax consequences considered and no tax surprises. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical c…
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European equities tapping into global tech themes
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European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.Por Janus Henderson Investors
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Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.Por Janus Henderson Investors
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Tim Findlay is an accomplished senior financial professional with over 20 years experience in corporate and commercial lending, sales, relationship management and operations. He is the owner of Cato Advisory located in Young NSW. After growing up on a farm in Cowra in the NSW Central West, Tim attended Charles Sturt University in Bathurst before em…
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Alex Ibrahim, Corporate CFO, Yanolja – Globetrotter Goals: How Yanolja is upping the travel game
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As travel trends shift, and young people drive demand for simple, integrated, experience-focused journeys, its critical to respond with innovative solutions that are ahead of the curve. That's where today's guest comes in. We're sitting down with Alex Ibrahim, the Corporate CFO at Yanolja. South Korea's top travel and accommodation booking platform…
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In Financial Planning, Consider Your ‘Fuel Tank of Capability’ - Replay
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You can live without saving money, and you can live with debt, but you cannot live without cash flow. In fact, if you want your personal finance to flourish, cash flow is a key element you need to focus on – passive income too. Why is that the case? Find out about critical personal financing missteps you should avoid making, what to focus on to mea…
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Preparing for market volatility, especially in this election year is more important than ever. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in tax…
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Send us a text Brian Akers and Paul Franco emphasize the importance of identifying one's financial 'why' to invest effectively. They discuss various strategies for retirement planning and investing, including considering income level and savings, individualized planning and advice, maximizing inheritances, and using Roth IRAs. They also highlight t…
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Pete Najarian, Managing Partner, RW3 Ventures – Digital Disruption: Decoding the crypto world and revolutionizing finance through blockchain technology (re-broadcast)
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As the world embraces cryptocurrency, blockchain technology, and deregulated finance, there's a massive transformation on the horizon. But if you're going to invest in these innovations, you need to be incredibly diligent and have a deep understanding of the tech. Today's guest has both. We're sitting down with Pete Najarian, who is the Managing Pa…
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Pauline Blight-Johnston is CEO and Managing Director of Helia, Australia’s largest lendersmortgage insurer. An actuary with more than 30 years of global industry experience in wealthmanagement and insurance, Pauline is passionate about driving customer focusedinnovation and building inclusive working cultures.…
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Different Approach of Financial Planning Addresses ‘the Missing Middle’ - Replay
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Emergencies and retirement. This is what we're taught to save for. But what if you created a different system, which allowed you to pay for the expenses you will incur between now and retirement age – without losing the ability to build wealth? Find out why you may need to rethink your financial planning approach and what you should do about the “M…
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Celebrating Bundy Group’s 35th Anniversary: A Conversation with Founder, Bill Bundy (Part 1)
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In this episode of Bundy Group Insights, Clint Bundy celebrates the 35th anniversary of Bundy Group by kicking off a two-part interview with Bundy Group Founder, Bill Bundy. They discuss the firm’s origins, starting in Roanoke, Virginia in 1989, when Bill made the transition from consulting to entrepreneurship. Bill recounts his early years buildin…
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You can use hundreds of deductions and other strategies to keep more of your hard-earned money and pay no more in taxes than you are legally required. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping smal…
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Send us a text https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20descriptionPor Akers Financial Group
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Andy Goldberg, President & CEO, PCH Media – A Winning Strategy: Leveraging data-driven insights to evolve and thrive in a shifting landscape
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Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever. We're sitting down with Andy Goldberg, CEO of PCH…
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7 Essential Questions to Ask When Choosing a Financial Advisor
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In this episode, Brian Skrobonja breaks down the seven key questions you must ask your advisor before choosing to work with them. He sheds light on why selecting a financial advisor is crucial for your financial well-being, the benefits of working with an experienced financial advisor, and why you should be wary of financial entertainers. How can p…
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Taxes may be integral to supporting a functional societal infrastructure, however, there is no rule requiring you to pay more than you are legally required. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helpin…
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Send us a textPor Akers Financial Group
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Non-U.S. stocks begin to make their case
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…
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Roth Conversions: 3 Key Questions to Answer!
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Send us a text In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group breaks down Roth conversions, answering three key questions to help you decide if and when it’s the right move for your retirement plan. Tune in for expert insights on maximizing tax benefits and making informed decisions. Welcome to "Th…
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Ian is a reformed branding and advertising creative director turned entrepreneur, co-founder of national corporate audiovisual company Scene Change. He studied as a vet, got expelled, and became a corporate AV technician. He was exposed to radioactive megadoses of corporate motivator shtick, and realized they’re generally 99% Showbiz and 1% busines…
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Larry Connor, Managing Partner, The Connor Group (Part 2 of 2) – Leaping Into the Unknown: The power of taking unconventional risks in business and beyond
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Breaking away from the norm will always attract skepticism, especially from industry veterans. But these risks often lead to the most significant rewards. Our guest today has not only challenged the status quo in business but did so with fearless commitment and a willingness to be the newcomer in any field. In this episode, we're diving into part t…
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The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Economic Insights and M&A Market Update: What Lies Ahead
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In this insightful episode of BG Insights, Clint Bundy sits down with Alex Chausovsky, Bundy Group’s Director of Analytics and Consulting, to delve into the current state of the global and U.S. economy. Alex provides valuable guidance for business owners and executives looking to navigate the complexities of today’s economic landscape and build las…
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