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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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White Coat Investor Podcast

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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
 
This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
 
LeadershipNOW® with Tom Mathews is the official vision and strategy podcast for WealthWave® & HowMoneyWorks® and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave® & HowMoneyWorks® and our vision, mission and systems at WealthWave.com and HowMoneyWorks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave® Leadership Center & HowMoneyWorks® Learning Center World Headquarters: 6475 East Johns Crossing, J ...
 
Formerly named: Dev Raga Personal Finance Are you in the healthcare industry and keen to improve your financial health? my millennial money medical breaks down money concepts in simple terms and unpacks all things personal finance for the busy health care professional. Hosted by Melbourne based doctor, Dev Raga, come and join the conversation in the my millennial money medical Facebook group. my millennial money medical is produced by SYMO interactive, home of the my millennial money podcast.
 
Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
 
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XYPN Radio

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XYPN Radio

Alan Moore and Michael Kitces

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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, host Alan Moore, various guests, and occasional co-host Michael Kitces 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 th ...
 
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
Welcome to the Finance Cafe, the business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers. Join your hosts (founders of the financial literacy platform designed by women entrepreneurs, for entrepreneurs, the Finance Cafe) Shannon Pestun, Business Strategist and Former Banker and Shauna Frederick, Chartered Professional Accountant and CFO On the Go, every week as they dive into conversations about business and finance with women entre ...
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
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The AlphaMind Podcast

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The AlphaMind Podcast

Steven Goldstein & Mark Randall

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Fascinating Conversations with People From the World of Financial Markets. In this series, we delve into the lives and stories of extraordinary guests whose experiences give us a fresh and powerful lens through which to understand the mental, emotional, psychological and behavioural challenges people face when encountering risk and uncertainty in financial markets.Market veterans Steven Goldstein and Mark Randall speak to people from a range of backgrounds, including experienced and veteran ...
 
Do you want to keep abreast of the latest in NHS finance and find out what your colleagues around the country are doing when faced with similar challenges? HFMATalk is the podcast for you. In every episode we will explore the topics that are of interest to you and shine a light on good practice in NHS finance and governance. The Healthcare Financial Management Association (HFMA) is the professional body for finance staff working in healthcare. For 70 years it has provided independent support ...
 
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S&W The Pulse

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S&W The Pulse

Smith & Williamson LLP

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The podcast that delivers practical insights on key personal finance and business questions. From discussions with our industry experts on tax, financial planning, investments and real estate, plus interviews with leading entrepreneurs, we’ve got it covered. We aim to help you make better decisions.
 
Profit Boss® Radio is a weekly wealth building and retirement mastermind for women and couples. Want the secrets to wealth and retirement to be yours? This is the place. Hosted by Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor running a leading advisory firm, she inspires and empowers listeners on their financial and professional journeys by sharing real stories from real life and real people who are reaching financial success. Let Hilary be your guide as you defy the odds, tak ...
 
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Dr. Finance Live Podcast

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Dr. Finance Live Podcast

Dr. Anthony M. Criniti IV (aka “Dr. Finance®”)

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Dr. Finance® Live Podcast is hosted by Dr. Anthony M. Criniti IV (aka “Dr. Finance®”)—the world's leading financial scientist and survivalist. A fifth generation native of Philadelphia, Dr. Criniti is a former finance professor at several universities, a former financial planner, an active investor in diverse marketplaces, an explorer, a speaker, and has traveled around the world studying various aspects of finance. He is an award winning author of three #1 international best-selling finance ...
 
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Count Me In®

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Count Me In®

IMA® (Institute of Management Accountants)

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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
 
Glen James shares short money tips and encouragement for you on your financial journey. my millennial money express is produced by SYMO interactive, home of the my millennial money podcast. We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast. This podcast is for education and entertainment purpo ...
 
Hello and welcome to The Mentoring Mindset, the podcast that talks about, you guessed it, mentoring! Join the PushFar team each week to learn more about professional development, the latest trends in mentoring and be joined by professionals from every industry to share their fascinating stories.Mentoring plays a crucial role in career growth, so why not talk about it? You can find us on Instagram and LinkedIn @PushFar or visit www.PushFar.com 🚀
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
If you are an avid follower of financial markets, stocks, or anything entrepreneurial, then The Exchange for Entrepreneurs™ podcast is your source for must-listen conversations with business leaders and influencers in capital markets. Stay informed and connected to the brightest minds in finance and public markets and benefit from the professional insights offered by our esteemed guests.
 
Entrepreneurs in Finance, hosted by CEO Kris Roglieri, will provide listeners the opportunity for an in-depth look into the day in the life of a CCTG (business loan broker training) graduate, the lenders in our network, and others in the commercial finance space. Not only will listeners learn about what daily life looks like as a commercial finance professional, the podcast will serve as a space for our audience to gain insight and education regarding the products discussed in our monthly cl ...
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
 
Over the years, I have had the pleasure of meeting and chatting with incredible, successful people in various industries. This includes professional athletes, TV personalities, people in finance, fashion, and of course, in optometry. These conversations have helped me look at my profession and industry in new ways.
 
Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
 
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BroPod

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BroPod

Markus Fjørtoft

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Markus Fjørtoft (@markusfjortoft) and Ciaran McKenna (@CiaranMcKenna8) are two professional footballers who share the same apartment, changing room, and Duke education and who have attempted to justify to themselves their three degrees by starting a podcast. In BroPod, they seek out those “crazy” enough to do things a little bit differently. With a diverse and compelling set of stories, they have a conversation with those that defy convention from the worlds of sports, media, finance, and po ...
 
Binge-worthy business advice delivered in 10 minutes or less by SMARTSTART Founder Linda Lopeke. Dramatically improve your results as you build a business and life you love in pursuit of personal, creative and financial independence through entrepreneurship! Have a business dream, but no trust fund to finance building it? SMARTSTART works with entrepreneurs with high potential through its $50M philanthropy program and provides subsidized access to the expert professional guidance needed to b ...
 
Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
 
This is the Limit Up! Podcast - the place where we explore trading, trading psychology, trading life, and pretty much whatever else the wonderful world of markets has to offer. The Limit Up! Podcast is brought to you by Topstep and hosted by Jack Pelzer and Dan Hodgman. They’ll teach you how to trade, but more importantly, how to develop the habits that make traders good. Risk Disclosure: https://www.topstep.com/risk-disclosure/ Listen Notes
 
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show series
 
Our special guest today is Toms Skujiņš. Toms is a professional cyclist, an avid podcast listener and a White Coat Investor. Toms races at the highest level and is currently the best cyclist in Latvia in not just one discipline, but two. He's been the Latvian national time trial champion and the national road race champion twice. He's been the Latv…
 
Are you planning to buy properties and then sell them for a profit? In order for a house to be considered a flip, it must be bought with the intention of quickly reselling, but how? This is the topic that I am going to share with you in today's episode, so stay tuned! Website: http://www.noellerandall.com TEL: 888-479-4542 Listen And Enjoy! Noelle …
 
Dr. DeLon Canterbury recounts how early setbacks motivated him to start a business in the middle of a pandemic and how his personal ‘why’ shaped the work he is doing to help solve the problem of mismanaged medications in the senior population. Key Points From This Episode How DeLon's love of medicine was inspired by his mother's expertise in herbol…
 
This episode is all about bonds and tax-loss harvesting https://www.whitecoatinvestor.com/tax-loss-harvesting/. We get into what some good options for bond substitutes are as well as what are not good options for bond substitutes. We talk about the popular I Bonds https://www.whitecoatinvestor.com/series-i-bonds-are-they-right-for-you/ and when you…
 
How tough will 2022 be for investors? What will it take to successfully navigate volatile market conditions, with very little in financial markets, central bank policy and fiscal action being business as usual? Robeco's CIO Victor Verberk and Mark van der Kroft discuss the tricks of the trade in our latest podcast.…
 
If you've already got a solid emergency fund built up, what should you be doing with extra cash you might have? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure y…
 
In this Live Interview from 1/11, we talk with Derecka Purnell, author of 'Becoming Abolitionists: Police, Protests, and the Pursuit of Freedom' about her new book, her personal journey of embracing an abolitionist model and how, in the midst of a full blown reactionary moment over a rise in murders, activists can address legitimate fears of crime …
 
Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and professionals with stock compensation. Today’s episode covers a …
 
If you already know what a mortgage is, then you have to know what a home loan modification is. There might come an unfortunate time in your life when you lose a job and be a step towards foreclosure, but worry not! This episode today will guide you through what to do when it happens. Stay tuned! WEBSITE: http://www.noellerandall.com TEL: 888-479-4…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most peopl…
 
Taking out a loan may be scary for some people, but it's pretty easy and straightforward if you know what to do. If you're looking to get one, then stay tuned because I'm going to explain the whole home loan application process so you know what to do when you do get one! Listen to learn more! WEBSITE: http://www.noellerandall.com TEL: 888-479-4542 …
 
Should you put your spare cash in paying down debt or invest it? Dev explores this common question, touching on: 👉🏻invest or pay off debt - is this a simple analysis of this question? 👉deductible vs non-deductible debt 👉🏽what about interest free debts? 👉🏿risk tolerance vs tax optimisation 👉🏼what about debt consolidation? my millennial money medical…
 
Welcome to episode 201 of Profit Boss® Radio! I have another timeless episode to share with you, and we're talking about turning your passion into a money-making enterprise. For so many entrepreneurs, success doesn't occur in a straight line. It takes a combination of ingenuity and dedication, along with a willingness to learn, to reach your full p…
 
Nancy Bagranoff, CPA, DBA, didn’t think she was going to become an accountant. But a General Electric training program opened doors for her, and she learned that she was well suited to the CPA profession. These days, Bagranoff passes on accounting lessons as a university professor. Plus, learn some of the highlights of the January issue of the JofA…
 
A topic that is often overlooked until we bring it up with a client is when to get life insurance. It’s a bit of a conundrum on the surface: When you’re young and healthy, the risk of dying seems lower or you may not even have someone dependent on your income yet. But when you get older, your risk goes up, and so does the premium you’ll be paying f…
 
Welcome back everybody to the AJ Osborne Podcast! This is your host AJ Osborne! There’s something I hear quite a bit and I heard it more when I first started doing all this content and sharing my business and self storage investing “secrets” with the world. You guys and even friends have asked me, “AJ, why are you sharing all this information with …
 
You have assumed a new role at a new company. What are your first steps? What do you do first so you set yourself up for success? Those first few weeks can determine how well you know your role, and more importantly, who do you need to meet, what systems do you need to learn, and what are the details about the company’s culture. Your first actions …
 
As a self-employed business owner, Liz Wilson of Wilson Financial can recognise and understand the trials and tribulations faced by SMEs in regional Australia. From the challenges of finding staff to suffering from stop-start COVID restrictions, the ability to empathise and support self-employed borrowers has been a key part of Wilson Financial’s s…
 
In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United States wealthiest individuals, family offices, endowments, institutions, and foundations.David and Karl delve into the types of clients that Papamarkou manages, including the issues t…
 
CSE's Barrington Miller is joined by Bill Besenhofer, Co-Founder and CEO of The Fresh Factory, to discuss consumer and investor “appetite” for plant-based, clean-label food, becoming a B Corp, and how technology plays a role in how they serve emerging and existing brands in this space. The conversation also highlights Bill’s thoughts on where he se…
 
Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control and you need to have an additional plan in place when this happens. In this episode, we are joined by Dan Abramowitz, Regional Business Development Manager and Investment Advisor at Capital Investment…
 
Does it make sense to change up your investment strategy based on the timing of elections? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to …
 
One of the best businesses to start nowadays is a real estate flipping business. You heard that right! But what does it take to start one? In today's episode, I'm going to share with you the step-by-step process on how to start your very own real estate flipping business, the information you need to know about it, and how to do it right from the ve…
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Nicole in Cincinnati, Ohio: Are computer-managed investments better than an individual managing your account? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists YFP 075: DIY, Robo or Hire a Pl…
 
Intentionally setting money aside for things you love ahead of time, can add a lot more happiness to your life! The goal really for today's episode is for you to think of ways to easily do more of the things you love without the anxiety that tends to come with it. (01:36) Money blocking is basically a term I came up with to describe intentionally s…
 
This story demonstrates just what can be done with income. This doctor grabbed the bull by the horns, opened his own practice and became very successful. Have you thought about opening your own practice? Have you thought about geographical arbitrage? This is what it can look like. Surgeons are needed in medium and small towns across America. You wi…
 
Jesse answers a listener question about budgeting after retirement, in particular when you are living off your retirement savings and not yet drawing on Social Security. Join the More Money Challenge: https://www.youneedabudget.com/moremoneychallenge/ Sign up for a free 34-day trial of YNAB at www.youneedabudget.com…
 
Welcome to another episode of The Finance Cafe Podcast presented by The Women Entrepreneurship Knowledge Hub. This week your host, Shauna Frederick, dives into a conversation on avoiding a CRA audit with The Tax Chick, Amanda Doucette. Amanda is a problem solver who loves showcasing the human side of professional careers. In her day job, she's a la…
 
Nate Hedrick and David Bright discuss how to determine your repair and capital expense budget for your properties and how these two budget lines can make or break your investment. Key Points From This Episode A reminder to keep repairs and capital expenditures separate when budgeting. Defining the two categories and some example issues of each. Som…
 
Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George fr…
 
In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian published the 2021 edition of the Schroders UK Financial Adviser Survey, which gained responses from 203 advisers across the UK. The survey captured how advice businesses were facing up to t…
 
If you're thinking about going back to school to get a new or advanced degree, is it worth the cost? We'll walk you through those questions and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on …
 
For many new and aspiring traders, the chance to work in a proprietary trading firm, is the holy grail of trading. It is trading’s equivalent of making it to Broadway or being recruited by a major sports team or franchise. In this episode we talk to the co-founder and head of one of the world’s leading Proprietary Trading Firms, Mike Bellafiore. Mi…
 
This is Episode 45 of the Dr. Finance® Live Podcast hosted by Dr. Anthony M. Criniti IV (aka “Dr. Finance®”). Dr. Criniti interviewed Tom Chenault & Adrian Chenault, expert network marketers and co-owners of Contact Mapping. Tom Chenault is recognized as one of the most sought-after networking thought leaders worldwide and was recently inducted int…
 
Favorite books, a craving for constant change, and building a finance “powerhouse” — all of those topics and more are part of this interview with Tanner Johnson, CPA, CGMA, vice president–Global Finance Operations at Nike. Johnson explains how his upbringing shaped him, what the phrase “there is no finish line” means to him, and how he manages a re…
 
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