show episodes
 
Are you struggling to create a career and life vision that you love? Portfolio Career Podcast is here to provide proven success stories, actionable tips, and key skills to do this for you. David Nebinski talks with people who have designed their Portfolio Career that allows for growth, resiliency, and happiness. Tune in to build and grow your Portfolio Career. Let's have some fun!
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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Weekly
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
Are you struggling to create a career that you love? Do you wonder if you could hold multiple jobs and projects at once? A Portfolio Career is here to answer your questions. David Nebinski talks with people who have designed Portfolio Career that allows for growth, resiliency, and happiness. Tune in to learn how to create a Portfolio Career of your own. Let's have some fun!
 
In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
 
Working Scientist is the Nature Careers podcast. It is produced by Nature Portfolio, publishers of the international science journal Nature. Working Scientist is a regular free audio show featuring advice and information from global industry experts with a strong focus on supporting early career researchers working in academia and other sectors. See acast.com/privacy for privacy and opt-out information.
 
ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC's Stocks Editor Bob Pisani is joined by top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in th ...
 
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ITPM Podcast

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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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Monthly
 
The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
 
The tastytrade network teaches investors innovative, simple ways to trade stocks, options, and futures, take advantage of market volatility and build a successful portfolio. Tom Sosnoff leads an irreverent and playful band of floor traders who are showing America a new way to quickly find low risk, high return strategies in bullish, bearish and sideways markets.
 
Our finances, portfolios and the markets are affected daily by the policies and politics coming out of Washington. In each episode of WashingtonWise, host Mike Townsend, Charles Schwab’s Vice President for Legislative and Regulatory Affairs, focuses a non-partisan eye on the stories that matter most to investors, and his guests offer actionable suggestions for what to do--and what not to do--with your portfolio. Podcasts are for informational purposes only. This channel is not monitored by C ...
 
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.
 
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
We are Real Estate Wealth Development and we are a property investment group. We have went from 0-200 properties in 2.5 years and we are here to discuss all things property investment. Since our inception, we’ve rapidly accelerated our combined property investment portfolio to a multi-million-pound valuation. This residential portfolio also includes several large HMOs from 6-10 bedroom. Tune in to learn how we have accelerated our business. Follow us on Instagram @rewdgroup.
 
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Why Invest?

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Why Invest?

Douglas Barnett, Waverton Investment Management

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Monthly+
 
In this podcast, Waverton Portfolio Manager Doug Barnett is joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of entrepreneurism, raising capital and management, this podcast aims to demystify the world of investment and beyond. See acast.com/privacy for privacy and opt-out information.
 
Crypto Current is a podcast where Srijan Bharadwaj breaks down the complex subject of cryptocurrency into small, bite-sized episodes so you can understand cryptocurrency better and start your investing journey. Srijan shares his first-hand experiences of investing in cryptocurrency, the lessons he has learned, and the wisdom he has gained on the subjects of investing, money and cryptocurrencies. Listen in to become a smart and successful crypto investor.
 
A podcast focused on dividend growth investing and the AMM Dividend Growth Portfolio. Glenn Busch, the lead portfolio manager, discusses a current dividend paying stock in the AMM Dividend Growth Strategy. What are the catalysts and drivers for further dividend growth and price appreciation? What are some of the risks to our investment? What is our estimate of fair value is for the stock? Update episodes focus on portfolio management, major developments to a current holding, and any changes ...
 
Ready to build your real estate empire… but not sure where to begin? Think of us as your personal trainer. From detailed breakdowns of real-world deals… to one-on-one coaching sessions and a warm, welcoming community… hosts Ashley Kehr and Tony J Robinson bring on a wide range of guests to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to 10X your real estate investing business this year? This show isn’t for you. Looking for your first, second, or thi ...
 
Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
 
Start Grow & Scale The Real Estate Portfolio of Your Dreams. Could you use a guide, a coach, a mentor, who has walked the path before you to help you create your freedom? Then the Russell Westcott Podcast is what you are looking for. Russell has built a multi-million dollar portfolio from scratch, without using his own money, and today he's dedicated his life to sharing his knowledge with you. Subscribe now to get brand new inspiring episodes weekly, featuring some of the biggest names in th ...
 
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Wealthion

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Wealthion

Adam Taggart - Wealthion

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Daily
 
Official Wealthion Podcast Feed. Learn about money and the markets from leading investors around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
 
Real Estate Expert, Shawn Moore, from Vodyssey.com, brings you the Vodyssey's Vacation Rental Revolution Podcast. Discover the best tips, tactics & strategies for growing and scaling your short-term vacation rental portfolio. Discover the difference between traditional short-term vacation rentals and true Lifestyle Assets. Learn from Shawn's 20 years of ups and downs in the Real Estate Investing game. Expert interviews on Acquisition, Legal, Finance, Management & more. All focused on buildin ...
 
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show series
 
On episode 33 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Director of Corporate Retirement Planning, Dan LaRosa, to discuss paying down debt, bond allocations, saving for a move, and tough 401K situations!! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring t…
 
Emerging technology is creating new work opportunities for people. It also provides us new terms that we can apply to our existing work and how we think about it. In this episode, Ilana Ettinger shares how some practices that happen natively in Web3 can be applied to Web2. You will also learn other Portfolio Career trends like people negotiating to…
 
As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and…
 
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Chris makes an apology - Pre-FOMC drama (1:34) Federal Reserve rate decision (5:47) Highest mortgage rates since 1987 and prepayment/extension risk (10:27) 5 portfolio management tip…
 
We can gather a lot of information from the earnings expiration expected move and how that compares to further-dated cycles. Today the OTC Live crew takes a look at NKE and MU and explains how there is so much IV-based premium in the weekly cycle compared to the further out monthly cycles, and what we can expect IV% to drop to after the announcemen…
 
We’ve spent much time this year discussing the importance of diversification, particularly when we see the drawdowns in the market.Financial advisors have been advocating for asset allocation, with a more recent focus on international diversification as means of reducing risk and potentially taking advantage of growth opportunities. Emerging market…
 
Mathematical relationships are at the center of what we do at tastytrade, but all of these relationships are not the same. Some, like convex or concave functions, have the potential to do far more damage than others, if we don’t adjust accordingly. As we see today, this is essentially why we work diligently to avoid gamma risk on naked positions.Di…
 
Decision finality is when you become more certain about a decision when you can't undo it. You're far more certain your horse will win after you place a bet on it than before. How does decision finality affects our investment process and how can we avoid it? Or prevent it from causing us to make a bigger mistake? Subscribe Join the AMM Newsletter D…
 
Host and CEO, Chris Boyd, CFP®, is joined by a panel of housing experts to discuss Cape Cod housing issues to opportunities. Joining is CEO of Housing Assistance Corporation (HAC), Alisa Magnotta, Real Estate Professional with Sotheby's International Realty, Annie Hart Cool, and President & CEO of Murray & MacDonald Insurance Services, Douglas MacD…
 
Alan has a net worth of one million dollars. He's previously worked as a therapist and now works on the administrative side of the business. He has one duplex and two condo rental properties which cash flow about 20K per year. He discusses doing a Roth IRA conversion, how he lives on 60K per year, his goal to reach 12M net worth, and how tracking h…
 
This week Derek Moore tries to answer the question of why things like TIPS Bonds (Treasury Inflation Protected Securities) down YTD are even though inflation is up. Plus, golds response to inflation. Finally, can we have a recession with low unemployment plus why Bitcoin thus far has not been an inflation hedge despite claims otherwise. Why TIPS bo…
 
Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money launde…
 
Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, …
 
In this week's Market Recap, Lance Roberts discusses the bounce this week in stocks and why investors would be wise to use it as a chance to sell and build cash. Lance estimates the bear market is still in play and that a firm bottom has likely not been reached yet.He and Adam Taggart go on to discuss the odds for and timing of a policy pivot by th…
 
The best real estate investing apps are ones you could not live without. Whether you’re a full-time real estate investor, managing a few properties, or still trying to get your first deal done, these apps can help you find, manage, and cash flow your rentals quicker. Ashley and Tony both use these apps daily and probably couldn’t run their real est…
 
Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from home…
 
At tastytrade, one of the core components of our management strategy is to manage our positions, especially the undefined-risk positions at 21 DTE in the expiration cycle. While doing this does mean that we forgo the increased theta decay that occurs closer to the expiration, it also means that we avoid the increased gamma risk that occurs closer t…
 
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