FINRA public
[search 0]
More

Download the App!

show episodes
 
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 ...
 
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
ClearVista Financial's Mark Trice, Matthew Boudreaux, and Jesse Hamilton address financial topics and strategies based on Biblical principles.www.clearvistafinancial.comSecurities 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.
 
Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories. American Funds Distributors, Inc., member FINRA.
 
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
 
Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
 
Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
 
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., S ...
 
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
 
In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment ...
 
E
EWM INSIGHTS

1
EWM INSIGHTS

Paul Bertrand Ellis, CIMA®

Unsubscribe
Unsubscribe
Monthly
 
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ell ...
 
This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sour ...
 
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Visit http://www.advisorgroup.com/women-forward for additional information! Securities and investment advisory services are of ...
 
Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, or retirement are all scary topics. 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does n ...
 
W
What The Wealth

1
What The Wealth

Jonathan Bednar II, CFP

Unsubscribe
Unsubscribe
Monthly+
 
When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make ...
 
Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
 
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, ...
 
David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David Adams Wealth Group is not a broker/dealer & is independent of Raymond James. Content repres ...
 
Taking a FINRA exam like the SIE Exam or Series 7? Achievable's expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you're applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC e ...
 
Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
J
Jake Of All Trades

1
Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

Unsubscribe
Unsubscribe
Monthly+
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you ...
 
Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
 
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 ...
 
ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing. This podcast is one of the most valuable resources available to you. There is no faster way to grow than to be ready to learn from other ESG players. Listen to Jonathan Kvasnik and the ESG Players, ask them questions and learn the low down! Jonathan Kvasnik, ChFC, Financial Advisor shares his expertise and knowledge to help people get their financial ho ...
 
Hanzo helps compliance and legal teams find, collect, preserve, and present dynamic web and social media content in interactive formats compliant with SEC, FINRA, MiFID, and FTC regulations.
 
Host Ben Rizzuto connects you with timely insights on the latest defined contribution retirement strategies. Exploring top trends and considerations for plan sponsors and participants, Plan Talk keeps you at the forefront of developments in the DC marketplace and offers perspective on what they mean for you and your practice. Ben Rizzuto is a Retirement Director for Janus Henderson Investors. He works with financial professionals, platform partners, Janus Henderson colleagues and clients to ...
 
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
 
Wall and Broadcast invites you inside the untold, little understood stories of Wall Street. With unparalleled access to industry insiders, and hosted by an ex-spy and a former boy band member turned finance experts, we deliver insightful interviews, hilarious asides, intriguing stories, and historical perspective on this seemingly untouchable industry that touches everybody.
 
I
Inglorious Finance

1
Inglorious Finance

Michael Macco & Patrick Stoa

Unsubscribe
Unsubscribe
Monthly
 
Financial advisors Mike Macco & Patrick Stoa educate, inform and entertain listeners on all aspects of personal finance. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
 
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.
 
On a mission to transform personal finance. Teaching people how to use money as a tool to increase their return on life. Have a question? We would love to answer it, email them to mike@asktheadvisor.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Heritage Financial Advisory Group and Cambridge are ...
 
Welcome! Coffee with Christine, THE PODCAST, formally known as the Money Mix and I’m thrilled to be here as your Host, I’m Christine Peterson (CP)! Grandma’s world has sure changed as we’re not hiding cash in the Freezers anymore. You’ll learn updated investment Facts that you can use - this podcast is made for you! Financial freedom is possible and I am here to share important money topics that will help you be more prepared as you continue to make important money decisions in your life. Le ...
 
T
The Confident Wealth Podcast

1
The Confident Wealth Podcast

Pete Bush & Bill Bush: Horizon Wealth Management Financial Advisors

Unsubscribe
Unsubscribe
Monthly
 
The Confident Wealth Podcast is a production of Horizon Financial Group. Each episode explores tips, strategies, and perspectives for building, maintaining, and growing CONFIDENCE in your financial life. Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 8280 YMCA PLAZA DR BLDG 5 BATON ROUGE, LA 70810
 
Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member F ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Inv ...
 
On today's podcast we will be discussing how best to study and pass your FINRA/NASAA exams. TestGeek Exam Prep is operated from our Seattle, WA office. We have over 35 years combined experience in the financial industry. We are dedicated to getting professionals like you past your exams quickly. With our supplements, we are confident that our program will give you the added knowledge and confidence to get you passed your exams the first time. If you can pass our test, you can pass the real one.
 
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
 
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit http://www.mysuccessionplan.com for additional information! Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Adv ...
 
Father and son financial planning team here to educate you on financial matters to help you make informed decisions for your future. Our goal is to give you some direction on the things we encounter on a daily basis. Roth IRAs, Estate Planning, Budgeting, 401(k), Real Estate, How to's, Living In Retirement and Helping Mom and Dad are a few of the topics we will discuss. Join us and we hope you learn some stuff! | ww.stokesfg.com | Member Finra/SIPC
 
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
 
Loading …
show series
 
The implementation of the largest change to the securities industry Continuing Education program in 25 years is well under way, with a few new deadlines right around the corner. On this episode, we hear from Patricia Monterosso and Nicole Lefort from FINRA’s Credentialing, Registration, Education and Disclosure team about how the Maintaining Qualif…
 
On this podcast Garret Fields & Rob Field discuss what inflation is and how it works. Plus, are there any pros to inflation? Finally, what are some major nonfinancial things to consider before you retire? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 10/02/2022…
 
What is causing all this movement in the market? Mark & Jesse discuss factors contributing to current market fluctuation and factors that could affect it in the coming months. Here is some other content you might be interested in: WHEN SHOULD I RETIRE | https://youtu.be/88Xo1htvqV8 💻 SAVING FOR RETIREMENT | https://youtu.be/Cao_VcOIBCc 💪PREPARING T…
 
Join Wealth Advisor, Alex Helms, for an in-depth discussion on saving for higher education such as College or Trade School. In this podcast episode, we will discuss the importance of savings for your child or grandchild's education, the planning tools Mueller Financial Services can provide, and the various investment vehicles to help achieve those …
 
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi explore student loan forgiveness, and whether or not it is Biblical. 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…
 
In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and the Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success. Pablo Gonzalez is obsessed with the…
 
If you had the option to either save 4% or make 7%, which would you choose? Certain debts are regarded as good and so getting rid of something good would have to then generally be regarded as a bad thing to do. (01:07) If you had the option to save 4% or make 7%, the best answer for those who do not want to be a millionaire would be to save 4%. Sav…
 
Series 66 Exam Lesson 56 Securities Act of 1933 Quiz This is a Series 66 Exam Lesson 56 Securities Act of 1933 Quiz: a free quiz for Series 66 Exam Lesson 56 Securities Act of 1933 Quiz. Try it and see how you do if you need help listen to the lesson over. Series 66 Exam Lesson 56 Securities Act of 1933 Quiz This is a Series 66 Exam Lesson 56 Secur…
 
Sequence-of-returns risk, or sequence risk, is the risk associated with the timing of distributions from investment accounts used for retirement income. Negative market returns early in retirement can adversely impact how long retirement savings will last. Consider the example of Big Brother Bill and Little Sister Jill. Jill followed in the footste…
 
Are you eligible for student loan forgiveness? Mark and Jesse are discussing key aspects of the student loan forgiveness plan you need to know. Here is some other content you might be interested in: WHEN SHOULD I RETIRE | https://youtu.be/88Xo1htvqV8 💻 SAVING FOR RETIREMENT | https://youtu.be/Cao_VcOIBCc 💪PREPARING TO RETIRE | https://youtu.be/ou2a…
 
2022 has been a tough year all around for people. Headwinds such as the lingering effects of COVID-19, rising interest rates, rising inflation, rising commodity prices, the Russia/Ukraine War, falling stock and bond market, and then an economy that seems to be having a hangover in general. It has been a lot. With all this going on, it has been hard…
 
Speakers: George Mateyo, Chief Investment Officer, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center 01:13 – Economic data for the week 02:23 – What is driving the British Pound’s plunge? 05:33 – Outlook for the…
 
Series 65 Exam Lesson 56 Securities Act of 1933 Quiz This is a Series 65 Exam Lesson 56 Securities Act of 1933 Quiz: a free quiz for Series 65 Exam Lesson 56 Securities Act of 1933 Quiz. Try it and see how you do if you need help listen the lesson over. Series 65 Exam Lesson 56 Securities Act of 1933 Quiz Series 65 Exam Lesson 56 Securities Act of …
 
SIE Exam Lesson 23 Securities Act of 1933 Quiz This is a SIE Exam Lesson 23 Securities Act of 1933 Quiz , See how you do if you need help listen to the lesson over. Questions covered include 1. Which of the following is true about the Securities Exchange Act of 1934? (Select all that apply.) A. It applies to exempt securities. B. It determines what…
 
Kandee Anderson has worked for Marriott since December of 1988—34 years. How many people can say that? Her accomplishments are broad and deep. She started as a Sales Manager at a Residence Inn in Southern California. She worked her way up to a GM position at that property before moving into marketing and sales as a Regional Sales Director. Eventual…
 
The business cycle is just a termed used to describe the increase and decrease pattern in economic activity over time. And by economic activity, I mean all activities that produce, trade, and consume goods/services within the U.S. So, this can include businesses, employees, and consumers. So, the total amount of productivity within these areas is w…
 
Student loan forgiveness has been approved. It may not be what you think and on the show Jake and Kirk discuss the ins and outs of student loan forgiveness as passed by the Biden administration. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate a…
 
Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share what to expect financially when your spouse passes away. Topics include:Life Insurance Estate DocumentsWillSocial …
 
Planning for retirement has a lot of moving parts. Many people wonder if they have thought of the potential pitfalls that can derail a retirement. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise. Listen in to learn how to safeguard again…
 
In this episode, Bill once again talks with his good friend, a Wall Street Journal-USA Today Best-Selling Author, Entrepreneur, and CEO and Founder of BrEpic Communications LLC., Justin Breen, about Justin’s new book, Epic Life. They talk about his experience while writing his book, working with Peter Diamandis, and any entrepreneur’s struggle in p…
 
On today's show, we welcome entrepreneur guest Yedidya Brauner. Not only does Yedidya share his journey to becoming a coach, but he also shares with us some incredible advice and mindset shifts for entrepreneurs looking to grow to the next level. Enjoy this week's episode of The Aaron Katsman Show! --------------------------------------------------…
 
On this podcast Joel Garris discusses the true power of dollar cost averaging. Plus, what does a strong U.S. dollar mean? Finally, the fed is completely committed to raising interest rates, what does that mean for investors? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally air…
 
In episode 48 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their mid-month review. Listen in as Tom and Kevin discuss interest rates and the credit crisis, housing and mortgage rates, and India’s explosive growth. You’ll also hear our Nostra-Thomas and Mailbag segments where Tom and Ke…
 
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi explore Mark 10 and discuss the Biblical account of the Rich Young Ruler 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-…
 
https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing Listen to the full episode, as Jon and Gabe discuss: Prospecting new clients using a small jar of homemade honey Building better conversations around ESG investing by talking about client’s gardens and how they’re looking for new steps to engage with betterin…
 
Receive a bonus every year? Be intentional with it! It could have a profound effect on your finances in either direction! Bonuses can be a great additional way to build wealth. (01:09) If you were to receive a $5,000 bonus every year for 35 years working, that is $175,000. If that were to be invested every year and receive 10% over those same 35 ye…
 
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM Insights with special Special Guest Officer Mario Lotmore, Owner and Publisher of the Lynnwood Times Welcome to Insights! In this episode of Insights Mario Lotmore is our guest. Mario Lotmore, Owner and Publisher of the Lynnwood Times, returns to share his insights regarding the impor…
 
Speakers: George Mateyo, Chief Investment Officer, KeyBank Investment Center Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center Michael Sroda, Senior Lead Equity Analyst, KeyBank Investment Center 01:10 – Economic data…
 
Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, along with some insightful thoughts on what it means for the markets and the economy going forward. Related Resources:Is high inflation the ultimate p…
 
We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the international market's historical return, the inevitable global slowdown we will see over th…
 
On this episode Jake and Kirk discuss the 60/40 rule, the 4% rule and the passive income rule. Though there are times when these rules of thumb may be very helpful, it’s important to understand where the come from and how to apply them to your life. Also, there may be times when you dont’ want to apply them but something different. *“Tax preparatio…
 
Welcome! Coffee with Christine, THE PODCAST, formally known as the Money Mix and I’m thrilled to be here as your Host, I’m Christine Peterson (CP)! Grandma’s world has sure changed as we’re not hiding cash in the Freezers anymore. You’ll learn updated investment Facts that you can use - this podcast is made for you! Financial freedom is possible an…
 
Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion. Scott Donnell is the CEO at Hapbee Techn…
 
A stable retirement portfolio is something that we are all seeking and working to ensure. In this episode, I’ll share how bond laddering can be used as a strategy when investing to reduce risk and increase stability. You will get some quick and easy insight into what a bond is, the types of bonds out there, and how laddering can be used to reduce a…
 
If you have been tuning in to The Aaron Katsman Show over the past couple of months, you have heard the stories of many entrepreneurs in Israel of all stages and phases. From people whose businesses are in their early years, to those who have sold their business and are on to the next one. Today I am sharing with you some common themes I have heard…
 
Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her career journey hoping to inspi…
 
On this podcast Joel Garris discusses how China’s covid policies affect the world economy. Plus, important market perspective from our client educational dinner. Finally, be aware of the self-directed 401K options! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 9/18/20…
 
When it comes to bringing enforcement actions against individual brokers, there is a lot to consider, especially when the sanctions can be life altering for the individual in question. On this episode, we hear from Deputy Head of Enforcement Chris Kelly about what makes cases against individual brokers different from those brought against firms and…
 
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi explore 1 Timothy 6, which gives us 4 signs you love money too much. 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…
 
Jim Lebenthal is back as guest host this week, and he and Harry discuss the recent market reaction to the inflation numbers. Dan Mahaffee joins for a rundown in DC and the situation in Ukraine. And for our special guest, Jim welcomes CAPT Richard L. Snead, USN (Ret.) former Commanding Officer of the USS Oklahoma City and a former member of the Pent…
 
Episode 28 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the current U.S. economic situation and why there hasn't been an officially declared recession. They discuss: Who declares when we are in a recession? How do they decide? Why it may feel like an "undeclared" recession Want to talk to an advisor about something you he…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login