show episodes
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
 
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. New to the show? We recommend that you head back to Season 1 of the podcast and listen to episodes 1-10 first, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
The Payments Innovation Podcast: FinTech | Innovation | eCommerce is dedicated to helping business leaders navigate today’s global digital economy. Whether you’re looking to stay informed on the latest in payments technology, listen to experts on the future of eCommerce or simply learn about cutting edge FinTech companies, this podcast is for you. Each episode features an interview with a globally-minded business and tech expert, discussing topics like: global payments, money transfer servic ...
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
ClearVista Financial's Mark Trice, Matthew Boudreaux, and Jesse Hamilton address financial topics and strategies based on Biblical principles. www.clearvistafinancial.com Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
 
The CashFlowGuys Podcast teaches busy people how to use what they have, to get what they need in order to accomplish what they want. Using tips and techniques from industry leaders in Real Estate Investing and Financial Services, the CashFlowGuys are on a mission to educate the public on all things involving real estate and financial services. Your host, Tyler Sheff interviews experts from around the globe to help people improve their financial intelligence.
 
Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
 
Cowen, Inc. is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com Disclosures: http://bit.ly/3 ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discuss ...
 
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. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
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Breaking Banks

Breaking Banks - The #1 Global Fintech Podcast

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The #1 global fintech radio show and podcast. Every week we explore the personalities, startups, innovators, and industry players driving disruption in financial services; from Incumbents to unicorns, and from the latest cutting edge technology to the people who are using it to help to create a more innovative, inclusive and healthy financial future.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
Weekdays 5p-6p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
 
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 ...
 
Service business mastery is a podcast that helps business owners and managers succeed in business by sharing tips on leadership, marketing, financials, pricing, HR and much more. If you want to grow a successful and profitable HVAC, plumbing, electrical or other home service skilled trades business, click here to listen and learn more.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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show series
 
Both Jim Smyth (First Stop Mortgages & Protection) & Martin Lightbowne (OnPoint Financial) are using the Spectrum Advice Network White Label Wealth Management (check last week's interview with Paul Brown from Spectrum).Find out what they really think - Spoiler Alert it's very positive.By Jim Smyth, Martin Lightbowne, Alex Curtis
 
This week’s guest is Jay Budzik, CTO of Zest AI. In this episode, Jay discusses the topic of AI accessibility and the scalability process. Zest AI is a firm in the lending space that helps train algorithms to detect risk and determine approvals or terms for different lending products for all types of lenders, from gigantic financial institutions do…
 
Financial Independence, when you hear it, often means different things to different people. For some, it's having more money/assets accumulated than they'll ever be able to spend - for others, it's having regular and reliable income that'll cover their every future need. For others, it's removing as many on-going expenses as they possibly can. Whic…
 
If you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again. The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happines…
 
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life! Firstly we want to open your eyes to the fact that investing comes in many more forms than just property - you don't have to buy a home to build wealth. In this episode Kate & Owen explore some common property myths,…
 
Happy New Year everyone! As we enter 2022 and hope it turns out better than its two predecessors, one of my goals for the year is to invite you on a journey with me to explore the frontiers of change in finance, and of course therefore, financial regulation. We’re going to look at Web 3.0, DeFi, crypto, blockchains, tokenization, DAOs, embedded fin…
 
One of the leading causes for investors underperforming the market is the inclination to sell off during market downturns. Don and Donna Grace talk about the importance of having a defined investment strategy to guide you, and more importantly, to save you from the desire to react when things go wrong. Host: Donald Sowa, CFP®, AIF® & Donna Sowa All…
 
Given the wide-ranging events of 2021, including the Jan. 6 attack on the U.S. Capitol, the inauguration of a new president, and a new party assuming control of both chambers of Congress—Ryan Donovan knew it would be “a new world” for advocacy and credit unions. The good news, says Donovan, CUNA’s chief advocacy officer, is that the CUNA-League adv…
 
In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll.Moll tells Fitzgerald that the FCA’s proposed climate disclosure regulations will help wealthy financial firms provide clarity on their net-zero goals and investments, and explains why world gove…
 
Avid NFT collector Aftab Hossain (aka @iamDCinvestor on Crypto Twitter) discusses why OpenSea and NFT volumes are popping to start 2022, how LooksRare’s vampire attack is a good thing for the NFT market, and how royalties affect a project’s trading potential. Show topics: why Aftab thinks NFT floor prices are rising and what role NFT “flippers” hav…
 
Getting out of the cycle of debt (think BNPL, credit cards and personal loan) is a critical factor in taking control of your financial future. It’s hard to invest in the future when you have the debts of your past pulling you backwards. In this episode Kate & Owen explore some of the different types of consumer debt products to be aware of, strateg…
 
A PSCU survey of more than 1,750 consumers revealed a growing demand for personalized payments, contactless cards, mobile wallets, and digital payments. In this episode of the CUNA News podcast, sponsored by PSCU, Tom Pierce, PSCU’s senior vice president and chief marketing officer, shares the survey findings and explains how they affect credit uni…
 
The Chopping Block is back! Crypto insiders Haseeb Qureshi, Tom Schmidt, and Tarun Chitra chop it up about the latest news in the digital asset industry. Show topics: why crypto assets experienced a drawdown after last week’s FOMC meeting that hinted at accelerated rate hikes which emerging assets Tarun, Haseeb, and Tom envision weathering a bear m…
 
In this episode of Moody’s Talks – Emerging Markets Decoded, Lillian Li from the Credit Strategy & Research team and Lina Choi from the Corporates team join host Shirin Mohammadi to discuss how China’s common prosperity framework and new antitrust regulations will shape the credit outlook for the sovereign and businesses. Related content on Moodys.…
 
In This Episode What drove the explosive growth of fintech in 2021, and can 2022 top it? Brett King, Jason Henrichs and JP Nicols think so, and they have some ideas on how. From M&A to SuperApps to Defi to emerging markets, here are the things leaders need to pay attention to in the coming year. Subscribe: Apple Podcasts | Android | Email | Spotify…
 
In this episode Gary talks to Steve Payne on how to live a life full of purpose. They also talk about living a life that is fulfilling in a way that you are able to create financial stability for your family and at the same time you enjoy what you are doing. What you need to do in order to have a fulfilling life is to make a big change and if you t…
 
Middle-market businesses are raring for growth in 2022, and four in 10 expect their credit needs to increase this year, which according to economist Jim Glassman of JPMorgan Chase on the latest episode of the ABA Banking Journal Podcast will lead to a surge in commercial and industrial lending. “These challenges we are all focused on are all sympto…
 
What is greed? Is it possible to never have enough money, and if so, is this not greed? Nathan discusses the role of fear in our pursuit of wealth, and the importance of establishing clear goals for our money to ensure that it holds healthy role in our lives. Host: Nathan Beauvais, EA, CFP® See omnystudio.com/listener for privacy information.…
 
Creating loyal customers calls for impeccable support, outstanding products, and excellent marketing tactics. But if you want to bring your connection to another level, sending automated WOW packages is key. Tersh Blissett talks with Derek LoVerde to discover how they provide such tokens in To Your Success. He explains how you can go beyond custome…
 
Community bankers are slightly more optimistic about future business conditions and the economic outlook than they were at the end of last year but are more concerned about future profitability than at any point since the pandemic began, according to the most recent Community Bank Sentiment Index (CBSI). "States of the Economy" is a monthly look at…
 
Most people think about what investments they should be making or what stocks they should have in their portfolio when they approach retirement age, but they are going about it backwards. Brian Skrobonja breaks down the calculations you need to make in order to understand how ready you are for retirement and what your retirement plan needs to facto…
 
This week’s guest is a financial expert and coach who helps female financial professionals grow their businesses. She’s known for her energy, amazing sense of humor and humility (ha!). But more than anything, she stands for helping women become successful and make a bigger impact on the world. She’s someone we all know and (hopefully) love. You gue…
 
In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in their client engagement strategy. Contact through Website: https://absoluteengageme…
 
Our guest today is Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds. In addition, Cullen heads up Orcam Group, a registered investment advisory firm he established in 2012. Cullen also authors the popular blog "Pragmatic Capitalism," where he writes about a range of macroeconomic and investing topics. He is a…
 
Many financial institutions have made retirement calculators available to provide individuals with a rough idea of how far their retirement savings will take them, but the accuracy of the results vary widely, mostly due to their limited input. Donna and Nathan discuss the many considerations that go into projecting retirement income needs and the p…
 
We know that great leadership takes not just intelligence and drive but also the ability to get along well with and learn from others. The key, says Amer Kaissi, is to be both ambitious and humble throughout your career. He's studied how people succeed across diverse industries and offers advice of how to find a better balance between our desire to…
 
In 2020, FINRA and the CE Council embarked on the biggest transformation of the continuing education program in 25 years. And in the months ahead, those major changes are going into effect. On this episode, we hear from Patricia Monterosso of FINRA's Credentialing, Registration, Education and Disclosure team and Elizabeth Hansen, the 2021 CE Counci…
 
Kristin Smith, executive director at Blockchain Association, and Jake Chervinsky, head of Policy at Blockchain Association, discuss the current state of crypto regulation. Show topics: why 2021 was a watershed year for crypto regulation and lobbying why Jake decided to move from Compound Labs to Blockchain Association what Kristin and Jake think ab…
 
Let’s not sugarcoat it: When you’re breaking into a new market, there are some serious hurdles. Whether it’s navigating labyrinthine regulations or just getting the lay of the land — breaking into a new market is easier with partners. Just ask Marcus Shin, Managing Director at Wirebarley, where he and the team have broken into several new markets i…
 
We can’t control the pandemic or public policy, but we can control our actions to dramatically increase our net worth. I’m going to show you and your family a wealth of options for your wealth. Achieving a six-figure net worth seems like a daunting task, especially when you’re saddled with student debt. However, I’ll prove in this episode that your…
 
Join Financial Advisor Tim Russell, CFP® and Rev. Drew Gysi as they discuss the privilege of Giving. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send us episode ideas! S…
 
Many income investors are finding that bond yields are no longer meeting their needs, prompting some to introduce riskier assets into their portfolios. Steve and Nathan talk about the complexities of risk allocation for older investors in this low yield environment. Also, this week’s MoneyTalk Moment in Financial History covers the nation’s most en…
 
On this weeks episode we talk about the consistant increase on taxation as well as the constant problem of inflaton. There was recently a 6% increase with the CPI and over a 9% increase with the PPI and we help you stay aware. We also go over the issue of long term care insurance and getting you prepared for longevity! Along with all of that, we pr…
 
This week I share evidence & facts about investment returns, and also invite you to ask yourself an important question! Our agenda for this first piece of 2022: The investments returns you should have got in 2021 The investments returns you will get in 2022! Another way to think about 'New Year Resolutions' Paddy.…
 
Anyone who doesn’t believe that emotions are a big part of investing has never felt the rush of a stock rally or the weight of a bad loss, and the market performance of the past few years has led to some emotionally charged trading activity. Don and Donna Grace discuss the importance of maintaining balance in your expectations and investment strate…
 
Josh: This is Josh Tirado. And on this episode of making smart decisions, we are going to touch on umbrella insurance. So let me dive into the ever-exciting fun world of property and casualty insurance said no one ever. Auto insurance, homeowners, insurance, renter's insurance. These are things that are necessities. [00:01:54]And oftentimes people …
 
Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor. But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor. That’s why copywriting is awesome: If you can write persuasive copy, you’re s…
 
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life! In this conversation, Kate & Owen dive into emergency funds and why they’re so damn important. We’re passionate about this and encourage you not to skip this episode, because foundations are very important on your lo…
 
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