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Redefiners

Russell Reynolds Associates

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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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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Trendy

Tortoise Media

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Britain’s top polling expert, Professor Sir John Curtice, and former Downing Street advisor, Rachel Wolf, explore the key political, social and economic trends that help shape what voters think and what politicians do. New episodes drop every Thursday. Follow the feed today to make sure you don't miss an episode. To find out more about Tortoise: Download the Tortoise app for a listening experience curated by our journalists. Subscribe to Tortoise+ on Apple Podcasts for early access and ad-fr ...
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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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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions o ...
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Welcome to The Million-Dollar Advisors podcast with Lisa Dalton and Anthony DeGrande, founders of Dalton Training Academy. If you're a life insurance agent or financial advisor looking to take your business to the next level, you’ve found the right place! This podcast is your exclusive guide to becoming a 7-figure advisor. We provide actionable strategies, insider tips, and expert advice on how to grow your client base, boost your revenue, and create a thriving business—without sacrificing y ...
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The Privacy Advisor Podcast

Jedidiah Bracy, IAPP Editorial Director

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The International Association of Privacy Professionals is the largest and most comprehensive global information privacy community and resource, helping practitioners develop and advance their careers and organizations manage and protect their data. More than just a professional association, the IAPP provides a home for privacy professionals around the world to gather, share experiences and enrich their knowledge. Founded in 2000, the IAPP is a not-for-profit association with more than 70,000 ...
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XYPN Radio

XY Planning Network

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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners ...
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Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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Nurturing Success

SMPL Mortgage

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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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Inspired Money

Andy Wang, Runnymede Capital Management

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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Meet The Leader

Linda Lacina, World Economic Forum

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How the world's top leaders tackle the toughest challenges. In these one-on-one conversations, host Linda Lacina interviews the world's top leaders, change-makers and experts on the solutions they're building to tackle the world's biggest challenges, the habits they can’t work without, and their lessons learned, all from the World Economic Forum.
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A podcast featuring the leading email marketing and email deliverability experts and email geeks. I am Sella Yoffe, an email deliverability consultant from Israel. I work with global email senders, startups, and email service providers to improve their email deliverability and strategy. Join us in this podcast, where top email marketing and deliverability professionals share their tips and advice. --- Opening music from #Uppbeat (free for Creators!): https://uppbeat.io/t/reakt-music/deep-sto ...
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GPS DairyCAST

GPS Dairy Consulting, LLC

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The GPS DairyCAST features the high-value insights of the GPS Dairy Consulting team’s trusted advisors and the owners and managers from the elite dairy farms they serve. These conversations deliver on the GPS Dairy Consulting promise to inspire change and grow leaders. Learn more at GPSdairy.com.
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Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.C ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility ...
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Empowered Within is Your Soul Quenching Podcast that will Set Your Soul on Fire! Jennifer along with leading experts, celebrities, spiritual healers and culture changers share their real life journeys of how they have overcome challenges to living an empowered life from within.They'll also share their top secrets to everything from health and fitness to happiness and spirituality, finances and so much more! Tune in today for the latest Empowered Within episode with your host, Jennifer Pilate ...
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CRAFTED. is a show about great products and the people who make them. Top technologists reveal how they build game-changing products — and how you can, too. Honored twice by The Webby Awards as a top tech podcast, CRAFTED. is hosted by Dan Blumberg, an entrepreneur, product leader, and former public radio host. Listen to CRAFTED. to find out what it really takes to build great products and companies.
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The Real Buzz

Eric & Melissa Broughton

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The Real Buzz, a podcast designed with small business owners in mind who are serious about reducing their tax liability. Hosted by accounting and tax experts, Eric and Melissa Broughton of Busy Bee Advisors, this informative, and yes, even entertaining, podcast focuses on sharing forward thinking strategies to help you get organized, plan ahead and ultimately pay less in taxes. As small business owners themselves, they walk the walk and boy do they talk the talk. Their unexpected down-to-ear ...
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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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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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HumAIn Podcast

David Yakobovitch

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Welcome to HumAIn, the top 1% global podcast shaping the future of AI and technology. Join host David Yakobovitch, a renowned AI innovator and venture capitalist, as he takes you on an exhilarating journey through the world of Artificial Intelligence, Data Science, and cutting-edge tech. Through intimate fireside chats with Chief Data Scientists, AI Advisors, and visionary leaders, we peel back the curtain on groundbreaking AI products, dissect industry trends, and explore how AI is reshapin ...
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Welcome to Seattle Colleges International Programs and our podcast 'Conversations with!', where we talk to people that help you understand how you too can be an international student in the U.S. and what it's like when you get here. We talk about higher education, community colleges and why Seattle Colleges should be at the top of your list. We'll chat with students, staff, instructors, agents, government employees and Seattle locals about what you can do to apply, how to get ready, what you ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Living A Life In Full

Dr Chris Stout; Best Selling Author | Adventurer | Angel Advisor | (Acciden

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“Living a Life in Full” is the conversation you always wanted to have with that person who gave an amazing TED talk, or the author of one your favorite books, or that inspirational Olympian you always wanted to know more about. This show is for the intellectually curious. You want to not just know more about the interesting and the innovative, but also what makes them tick, and maybe even what makes them laugh. It’s graduate-level conversations with those making a difference in the world and ...
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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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Inspiration, motivation, practical career, and business lessons for Sports and Outdoor industry leaders. Join us on an exciting journey! With three decades in the Sports and Outdoor industry, I regret having never had a mentor, and now I’m on a mission to ensure you don’t have the same regret. We aim to become the leading source of inspiration and wisdom for aspiring and current leaders in this field. We’ve embarked on a quest to uncover the valuable career and business insights you need to ...
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Welcome to Toxic Free with KB, The podcast where we dive deep into the world of what it means to live a toxic-free life. Join your host, KB, a Toxic Free Lifestyle Advisor, and a die-hard advocate for clean living, as she guides you through the journey towards reclaiming your health and vitality. From the products we use, the foods we eat, and the relationships we share, explore practical tips and strategies to create a life of balance. It’s time to start living your best life, we’re all in ...
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Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors ...
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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of ...
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"Building the Base" - an in-depth series of conversations with top entrepreneurs, innovators, and leaders from tech, financial, industrial, and public sectors. Our special guests provide their unique perspectives on a broad selection of topics such as: shaping our future national security industrial base, the impact of disruptive technologies, how new startups can increasingly contribute to national security, and practical tips on leadership and personal development whether in government or ...
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Did you know that the color blue is often associated with trust and security? In the world of financial branding, understanding design and color psychology can make all the difference. Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using ar…
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In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more informat…
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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In this episode, I discuss embracing God's grace as a resource to be stewarded, just like finances or time. I share my personal journey from being a "head-in-the-cloud" Christian to discovering how leaning into my unique gifts brought unexpected blessings and favor. I explain how adopting a stewardship mindset can unlock unprecedented success in va…
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In this episode, The Annuity Man discussed: Lifetime income and principal protection Return of your money Peeling of the interest to solve income needs Key Takeaways: Annuities aren’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. With lifetime income, annuity companies are on the hook to pay a re…
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Send us a text In this our second (2nd) episode of Season 3, Seattle Colleges host Evan Franulovich interviews international students Bocar Ba and Fallou Gaye of Senegal about their experience here at Seattle Colleges and about life in the United States. 1:19 - Meet Bocar and Fallou! Copyright © Seattle Colleges International Programs 2023. All rig…
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In this exciting introductory episode of The Million-Dollar Advisors, hosts Anthony DeGrande and Lisa Dalton, founders of Dalton Training Academy, reveal the vision behind their new podcast. Designed specifically for life insurance agents and financial advisors, the show promises to provide practical, actionable strategies to help listeners scale t…
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Financial advisors today understand the importance of having a great team in place to support them and grow their practice. Unfortunately, many of those advisors don’t know how to build such a team. That’s because they’re essentially “accidental CEOs.” They didn’t become advisors to hire and motivate employees, but they find themselves needing to d…
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Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities…
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“The sandwich generation” is used to describe people who find themselves taking care of their kids and aging parents… while trying to take care of themselves, too. (That part gets left out sometimes.) Today’s guest, Max Mayblum, prefers to call this group the caregiving generation, because they care for people on all sides of the age spectrum–and t…
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Nithya Ruff is an expert on open source. As the head of AWS’s Open Source Program Office and the Chair of the Linux Foundation, she has a wide view on all things open source. On this episode of CRAFTED., we discuss: Why Open Source AI is so tricky, but also so essential, to define How open source needs to evolve for the next generation of developer…
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Today’s guest discusses how he expects the Labour administration will prioritise a long list of pending financial services reforms inherited from the previous government. He explains how such a reform programme could be interpreted to provide City bosses with the clarity they seek as to how the government will address perceived tensions between its…
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Are you the fortunate recipient of an inherited IRA? This podcast episode is your essential guide to understanding and maximizing your inherited IRA. We'll delve into the complexities of different inheritance scenarios, explore the rules and regulations governing inherited IRAs, and provide practical tips for making informed decisions about your fi…
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Today, I’m talking with Roy Jakobs. He’s the CEO of Royal Philips, which makes medical devices ranging from MRI machines to ventilators. Philips has a long history —- the company began in the late 19th century as a lightbulb manufacturer, and over the past century it’s grown and shrunk in various ways. Basically, while every other company has been …
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Jeremy Allaire is the co-founder and CEO of Circle, a global financial technology firm that operates one of the largest dollar digital currency payment systems in the world -- USDC. Stablecoin is already seeing billions of digital dollars in economic activity and he talks about what we can expect next, including emerging applications for humanitari…
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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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Watch on YouTube! Watch the Show and Subscribe at @ToxicFreeWithKB In this episode of Toxic Free with KB, Dr. Tyler Jean shares his transformative journey into holistic health and wellness. As a former PAC-12 Division I swimmer, Dr. Jean opens up about the power of aligning with natural rhythms, biohacking, and the healing benefits of whole foods, …
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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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As the Liberal Democrats party conference gets under way, John and Rachel take a look at liberal voting trends. Who are their voters and why do they vote liberal? Hosts: John Curtice and Rachel Wolf To find out more about Tortoise: - Download the Tortoise app - for a listening experience curated by our journalists - Subscribe to Tortoise+ on Apple …
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Today I’m kicking off a two-part series on Small Cap Value investing. Specifically, I’m addressing three big questions: ➤ What exactly are small-cap value stocks? ➤ Why have small-cap value stocks, historically, outperformed most major asset classes? ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the …
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Feeling uneasy about your finances with election season approaching? You’re not alone. Political uncertainty often raises questions about market stability, and it’s easy for that anxiety to seep into concerns about your retirement savings. Join Scott as he breaks down market trends during election years, and explores how elections can affect retire…
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Retirement planning is filled with ‘how do you know’ questions. How do you know if you’re saving enough? How do you know if you’ll have enough income in retirement? How do you know if you have enough to retire? We work to answer these with clients on a daily basis, and today we’re going to discuss how we work through these key retirement questions …
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We’ve been covering the rise of AI image editing very closely here on Decoder and at The Verge for several years now — the ability to create photorealistic images with nothing more than a chatbot prompt could completely reset our cultural relationship to photography. But one argument keeps cropping up in response. You’ve heard it a million times, a…
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Kim "Mo" Mahoney, a retired Colonel in the US Marine Corps, and Travis Rose, a retired sniper in the 75th Ranger Regiment, U.S. Army, sit down with Scott Snider. They discuss their military careers, the transition to civilian life, and how they became successful financial advisors. They highlight the importance of teamwork, education, and the CEPA …
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Pitfalls of Early Retirement Account Withdrawals The video provides information about early withdrawals from retirement accounts. The speaker discusses what an early withdrawal is, the penalties associated with it, and the circumstances under which you may be able to avoid those penalties. Some of the key points from the video include: Early withdr…
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It's a common belief that sports careers for women are limited to sidelining or journalism. However, the reality is far more promising, diverse, and inclusive—with the right support. This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a…
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Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom. I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this e…
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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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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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Send us a text Welcome to Season 3! In this first (1st) episode of Season 3, Seattle Colleges host Evan Franulovich interviews international nursing student Ebube Uzochukwa (or Christ) about his experience here at Seattle Colleges and about life in the United States. 1:19 - Meet Christ! Copyright © Seattle Colleges International Programs 2023. All …
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In this episode, The Annuity Man discussed: When is it a good time to buy an annuity? Are annuities for market growth? Annuity sales tactics to be wary of Key Takeaways: Annuities aren’t for everybody. If you need to transfer risk, need contractual guarantees, or solve for principal protection, income for life, legacy, or long-term care, then it’s …
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In the last year, AI has moved from a boardroom buzzword to a business imperative. But, while some leaders have sprinted ahead in their AI adoption, others remain at the starting line. So, what skills are important to help you unleash the potential of AI? Why is AI a leadership issue? And how do you overcome barriers that might be preventing you fr…
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In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometim…
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Jeff Shiner is the CEO of 1Password, a leader in human centric security and privacy. Since joining in 2012, Jeff has grown the company from 20 people to a 900-employee global organization with a $6.8 billion valuation. Today, 1Password enables over 100,000 businesses and millions of individuals to navigate the digital world without fear or friction…
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In this episode of the Inspired Money Live Stream Podcast, host Andy Wang and a panel of financial experts tackle how psychological and emotional factors shape our spending habits. With insights from Dr. Judith Wright, Dr. Bob Wright, Dr. Megan McCoy, and Maggie Klokkenga, this episode breaks down the key influences behind financial decisions and o…
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Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.…
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Mario Rodriguez is GitHub's Chief Product Officer. And he believes that Copilot and other AI advances will unleash a wave of creativity and enable a billion people to be software developers. Mario says the definition of “software developer” will have to change as non-professionals discover that they can make apps, too. And the way they do so will l…
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Today’s guest is someone who wants you to make money as much as I do: Kelli Thompson, executive coach and author of the book “Closing the Confidence Gap: Increasing your Peace, Potential, and Paycheck.” Kelli joined me on the podcast to talk about some of the biggest myths when it comes to salary negotiations, explain just how much your negative be…
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In this episode, The Annuity Man and Terry Savage discuss: What is “chicken money”? Considering future crises in your financial plan Seeking trusted advisors Building an income floor Key Takeaways: Your “chicken money” is money that you can’t afford to lose. CDs, treasury bills, money markets, AAA municipal bonds, and MYGAs are suitable options. MY…
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In this episode of Real Estate Radio, we dive into the hottest real estate markets of 2024, focusing on Connecticut’s booming housing market. With home prices rising faster than nearly any other state and days on market shrinking, is it still a seller’s market?Join us as we break down the latest trends, from interest rates hitting the lowest levels…
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Today, I’m talking with Mike Krieger, the new chief product officer at Anthropic, one of the hottest AI companies in the industry. Anthropic’s main product right now is Claude, the name of both its industry-leading AI model and a chatbot that competes with ChatGPT. Mike has a fascinating resume: he was the cofounder of Instagram, and then started A…
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Join us in this episode of Sports and Outdoor Mentors as we sit down with Matt Barr, co-founder and co-owner of All Conditions Media, to explore his unique path from travelling the globe as a snowboarder to leading a successful action sports media agency. Matt talks candidly about the early days of writing for snowboard magazines, navigating the ch…
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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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Beyond ChatGPT: Unlocking Enterprise Value in the Age of Generative AI Paul Baier is the CEO of GAI Insights, a company specializing in generative AI strategies for enterprises. With over 25 years of experience in B2B sales and venture-backed companies, Paul has become a thought leader in the AI space. He previously worked at FirstFuel, using tradi…
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