Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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Join Fixed Income News Australia Editorial Director Elizabeth Moran as she talks everything fixed income with industry experts from Australia and around the globe. Want more? Visit fixedincomenews.com.au for more news, views and education.
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On the Money with Dynamic Funds is a podcast series discussing market insights, navigating investments and much more with the industry's most experienced active managers and thought leaders.
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Andrew Giancola from Master Money reveals all of his personal finance, money, investing, business strategies, income sources, stock, and real estate investing tips so that you can build more wealth than you ever thought possible. Discover how to increase your income at your job and create multiple passive income streams that work for you, so you have the time and freedom to do what you love. Whether that’s travel, or having freedom from your day job. Since 2013, Andrew has been sharing the w ...
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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Welcome to "Low Income, Rich Life," the podcast that helps you prepare for a secure and fulfilling retirement, even on a limited income. I'm your host, Kevin Bass. Each week, we'll explore practical tips and strategies for getting out of debt, lowering expenses, living a simpler life, and finding true contentment.
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How do I create multiple streams of income? How do I invest in real estate? In the Passive Income MD podcast, Peter Kim, MD, shares proven strategies and tactics to answer these questions to create your ideal life.
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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke). Learn more at TheInvestedDads.com
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DEEDS IN THE DESERT is all things Real Estate Investing. Whether you are a savvy investor or just starting out, we will have something for everyone. Learn how to create a passive income stream that works for you, so you have the time to do the things you love. Ignite Funding, LLC | NVMBL #311 | AZ CMB-0932150 | Money invested through a mortgage broker is not guaranteed to earn any interest and is not insured. Prior to investing, investors must be provided applicable disclosure documents.
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Hosted by Multiple 6-figure business owner and consistent business building guru Michelle Hartzman. "Hart to Heart" is a podcast for the woman who is ready to do business her way. She desires consistent income, massive impact and a business that funds her life and her wildest dreams. Through business strategy, mindset, inner work, and owning yourself completely. Michelle helps women to achieve their huge goals, business and life dreams and truly become limitless. This is a must listen for th ...
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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In 2000, I lost $300,000 in mutual funds that an investment advisor had put my lifesavings into.... I lost it because I had entrusted it to an industry that does not educate investors nor encourage them to look closely at what that industry is doing with their money..... I set out to find a better, safer way to invest..... My podcasts relate to what I learned in creating a generous, reliable income and in growing my wealth.... A few of the more important lessons I learned and explore are:... ...
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright & Associates Technical Analysis Podcast
Dorsey, Wright research is conducted along technical lines, adhering to the relationship between supply and demand. We believe this simple but accurate economic theory is manifested as a constant battle between these two forces for control of the equity vehicle. It is this objective, logical approach which helps reduce uncertainty in the market. We believe our Research, coupled with your own fundamental research, will greatly increase your probability of success whether your investment busin ...
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Welcome to Policy for the People, a show that explores the public policies that can lift up all Oregonians. This show is a collaboration between KMUZ radio (kmuz.org) and the Oregon Center for Public Policy (ocpp.org).
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The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to ...
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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 ...
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Jonathan Hayek will demystify the often confusing world of commercial real estate, so that you can learn how to grow your wealth with the types of properties the average real estate investor overlooks. Often highlighting asset classes outside of multifamily, Jonathan interviews experts and asks the crucial questions so you can gain a competitive edge over other investors still stuck in multifamily. Whether you are active or passive, owner/ operator or syndicator, learn the CRE jargon, curren ...
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The Elevate Your Event Podcast is where we talk about how to plan and execute an unforgettable event that will dazzle your guests and generate more income for your organization. From fundraising and securing trendy auction items, to event production and logistics, get the best tips and advice from seasoned fundraising and event professionals who have been in your shoes.
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Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.
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Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
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The Wealth Architect Podcast is the show for people that who want a better life, more success, more money and more freedom through passive income. Don't just take your life to the next level; go 10 levels up! Mark Yegge, Wealth Architect, is a fund manager and lifestyle entrepreneur. He has invested and traded over $14-billion in the markets. He knows finance, success mindset principles, the world economy, and freedom. In this podcast, you will learn the key secrets of investing success, sto ...
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Jeff Tjornehoj presents insights and analysis of fixed income fund performance.
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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Hear leaders from around the world share their trials and tribulations on the road to success in their passions.
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Quit your toxic nonprofit job and replace your full-time income while writing grants part-time, from home! Join our students in the Freelance Grant Writer Academy to create Financial Stability and Flexibility through writing grants for causes you are passionate about: https://grantwritingandfunding.com/freelance-grant-writer-academy World-renowned grant writing expert and Amazon bestselling author Holly Rustick provides coaching that helps new and experienced grant writers replace their full ...
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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
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Flipping Houses for Rookies
Real Estate Investing | House Flipping | Flipping Houses for Rookies | Crea
Discover the secret methods I'm using to earn massive piles of cash By “flipping houses” without using my own money or credit! This method works in ANY economy, in any geographic location, and can be done by anyone, regardless of their credit or finances. Can You Really Earn A Six Figure Income? Is it possible to earn a six-figure income on a part-time schedule? Find out what my students and I are doing without using our own money or credit to flip real estate! If you are looking to increase ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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Get ready for contrarian takes on lifestyle design, personal finance, and building wealth. Stephen is a results-driven, unconventional thinker who explores success and failure among high-performers. Shift your thinking about using your time, energy, and money to build True Wealth. Topics include designing the life you want, growing your income, and the impact of self-investment. Get the tools you need to thrive on this big adventure and make it epic! He is the Founder of Courson Solutions, T ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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If you want to make your money work harder or take control of your IRA this podcast is for you. The Passive Cash Flow Podcast explains how investors can earn truly passive cash flow through real estate investments by teaming up with the professionals at Peoples Capital Group (PCG). Co-Owner of PCG, Aaron Fragnito, hosts this podcast & dives into how PCG finds, analyzes, renovates, & manages property to produces strong passive returns to silent investors. This podcast is for beginner or exper ...
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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear f ...
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Old Capital Real Estate Investing Podcast with Michael Becker & Paul Peebles
Michael Becker & Paul Peebles
The Old Capital Real Estate Investing Podcast is aimed at Multifamily Real Estate Investors both new and seasoned. Hosts Michael Becker and Paul Peebles deliver no-hype education from an experienced commercial banker’s perspective. You will gain valuable insights from in-depth interviews with real life investors who are actively acquiring and operating apartment complexes in today’s environment. You will discover how they are identifying, financing and operating multifamily properties, as we ...
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On the Real Estate Investing Mastery Podcast, Joe McCall will share with you the real world secrets on how to make a full-time income through investing in real estate – with a special emphasis on fast cash strategies like Wholesaling and Lease Options. You will learn how to escape the 9-5 through hearing the stories of other successful investors, and discovering strategies that Joe has implemented in their businesses to obtain the freedom many only dream of.
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Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and watching. Look for new episodes every Wednesday morning. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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#233 How to Choose the Right Real Estate Fund
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In this episode, Dr. Peter Kim interviews Nathan Clayberg of MLG Capital. Join us as we delve into the current state of the real estate market, explore the opportunities and challenges it presents, and discover how MLG Capital's investment strategies can help you achieve your financial goals. Nathan will share insights on tax benefits, diversificat…
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Tax-Savvy Investing in Fixed Income
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Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the op…
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Breaking the Debt Cycle: How Emergency Funds and Aging Your Money Can Set You Free
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Imagine a life where unexpected expenses no longer throw you into a financial tailspin. That's what we're exploring on this episode of Low Income Rich Life. Join me, Kevin, as we unravel the secrets to building an emergency fund—even on the tightest of budgets. I share my personal journey of financial transformation, highlighting the small, practic…
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#173 Why You Need A Credit Card And Why It Needs To Be A Travel Points Card with Julian Kheel
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Do you need a credit card? Yes. Definitely. That's Julian Kheel's position and as a travel points expert, he has a compelling case why it needs to be a travel credit card and it goes beyond travel, but protection and security to. If you are trying to figure out your credit card strategy, this is a must listen. Connect With Me Heroes! Please leave a…
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#236 Understanding The Benefits of Real Estate Note Investing
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In this episode, Dr. Peter Kim interviews Tom Berry of ILS Capital. Join us as Tom shares his journey from sales to finance, revealing how he discovered the power of note investing as an alternative to traditional real estate ownership. We’ll explore the different types of notes, the benefits of investing in them, and the strategies for managing ri…
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Episode #431 Alarming New Competition Eliminator In Creative Real Estate For Today's Economy!
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WARNING: This single Podcast may crush your real estate competitors! And they definitely don't want you to hear what they do, or how simple it is. So you should buckle up because this episode is about to flip your real estate deal hunting upside down. This two-step strategy is so simple, so potent, and so game changing that most creative Real Estat…
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In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Meeting The Edge https://www.harttoheart.co/offers/N2fFurPz…
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How to Figure Out How Much You Will Spend In Retirement (By AGE!)
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In this episode of the Personal Finance Podcast, we're going to talk about how to figure out how much you will spend in retirement by age. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but…
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Talk Your Book: Longevity Income
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On today's show, we are joined by Nate Conrad, Head of LifeX at Stone Ridge Asset Management to discuss how longevity income ETFs work, what LifeX is actually investing in, why matching spending with investment products is important, understanding the inflation adjustment for inflation protected income funds, declining LifeX fees over time, and muc…
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MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
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This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retired if he wanted to. He said going part time has re-sparked his love for his work and he thinks he will keep working far longer than he thought he would want to. His biggest advice to you is to invest i…
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In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Meeting The Edge https://www.harttoheart.co/offers/N2fFurPz…
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Send us a text Welcome to Safe Dividend Investing’s Podcast # 193 on all on November 2nd of 2024. After doing 190 podcasts I thought it was time for a change. This podcast will no longer be dedicated to answering new investment questions. However, you will be able to find answers to hundreds of questions answered in the previous 190 podcasts. What …
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In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Meeting The Edge https://www.harttoheart.co/offers/N2fFurPz…
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Weekend Watchlist - Resolute Mining | RSG
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Resolute Mining Ltd is an Australia-based gold miner, developer, and explorer company. The Company owns two producing gold mines: the Syama Gold Mine in Mile (Syama) and the Mako Gold Mine in Senegal (Mako). The Syama is located in the southwest of Mali, approximately 30 kilometers (km) from the Cote d’Ivoire border and 300 km southeast of the capi…
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Building a Strong Foundation: Why Investor Relations Matter in Your Investment Journey
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In the world of investments, building strong relationships with your investors is the key to success. Investor relations play a crucial role in guiding your investment journey, shaping decisions, and ensuring transparency. On this episode of Deeds in the Desert, Izzy and Misty delve into why investor relations matter and how they can impact your ov…
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Dorsey Wright's Podcast 972 - Just A Normal Week
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This week, Ian and Miles discuss major events going on this week, including the presidential election, market seasonality, and earnings.Kirjoittanut Dorsey Wright and Associates
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Former NFL Player Tom Clayton Explains Repurposing Real Estate
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Tom Clayton joins the Passive Cash Flow Podcast to explain how he went from being a running back on the NE Patriots to starting his own real estate investment company and repurposing real estate. Tom Clayton, former NFL running back from 2007-2013 (NE Patriots 2010-2011), transitioned into real estate development immediately post NFL retirement, fo…
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Welcome back to another episode of the podcast! In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Meeting The…
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My Direct Mail Swap » 1366
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Want to know the secret to making a lot of money in real estate investing? Plain old, boring direct mail. Here, I'm going to be talking about some of the direct mail strategies that I use in my business and how you can get my direct mail swipe file to use in your business for free. What’s in that file has made me millions of dollars. Direct mail ha…
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Why The Stock Market Never Truly Crashes
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In this episode, I look at over 100 years of stock market data and tackle the common misconception that 'what goes up must come down'. I'll show you why the evidence proves that what goes down must come up. We'll dive into the simplicity of stock investments, the role of the global economy and inflation, and illustrate how shares track profits over…
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The US Sovereign Wealth Fund… Origins Revealed
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Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public investment in emerging industries and technologies. Recent bipartisan support from both the Trump and Biden camps highlights growing momentum for this initiative, and Richard thinks it could accelerate te…
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Episode 36 - Seven Rules for Saving Money
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Saturna's Vice President of Investment Advisory Services Haitham Al-Sayed joins Halal Money Matters to discuss seven rules for saving money.
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Simple Content Shifts For More Sales
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14:49
Welcome back to another episode of the podcast! In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Meeting The…
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Evenlode Global Equity Investment View – Q3 2024 update
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In this month's investment view, we provide a quarterly update of the Evenlode Global Equity Fund. --- Please note, these views represent the opinions of the Evenlode team as of 23rd October 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investments can go down as well as u…
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WCI #391: The Student Loan Roller Coaster
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“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” A Tale Of Two Cities tells the story of a French doctor's 18 …
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Welcome back to another episode of the podcast! In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Join the Wa…
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Why You Should Look At Self-Storage With Alex Pardo » 1365
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Today we're going to be talking about self-storage, and not with just anybody. Alex Pardo is really doing it, and I've known Alex for a long time. He was running a very successful house-wholesaling business before he made the pivot to self-storage. I remember thinking he may have blown it and that storage was just a fad, but I was way wrong! Here, …
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25 Scary Money Statistics (Part 2)
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In this episode of the Personal Finance Podcast, we're going to talk about 25 scary money statistics that you need to know (Part 2). How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but reali…
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The Cost of the American Dream (EP.384)
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On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should never take macro advice from hedge fund managers, why the S&P 500 is so hard to beat, living paycheck-to-paycheck on $150k, why the 2020s inflation was so painful, 7% mortgage rates, the downsi…
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The Problem with the Election… It’s Not You… It’s Me
54:47
54:47
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54:47
There's a problem with the election and it's not just about you, it's me too. Our conversation today highlights how U.S. political party priorities have evolved with shifts in censorship power dynamics now seen in tech and government interactions. Voter turnout patterns by state reveal high engagement in blue states, sparking a discussion on potent…
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EBITDA - The metric that broke my heart | Andrew Brown
42:38
42:38
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42:38
In this episode I chat with Andrew Brown from East72 Holdings to debunk some financial metrics. We look at discounted cash flow (DCF) valuations, a metric often authoritatively trumpeted by analysts. Andrew argues that DCF is useless for valuing most companies: it's based on unfounded assumptions and crystal-balling and can be manipulated to fit an…
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Ep#17: Financial Advisor Mindset Shift & Importance - Sp Guest: Liz Hand
35:25
35:25
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Short Bio: Liz Hand is a dynamic Certified Financial Planner and Mindset Coach who empowers women approaching retirement and guides fellow financial advisors through transformative change. As co-owner of Pleasant Wealth, she's successfully reshaped her family's practice, achieving growth while maintaining work-life balance. Liz's unique…
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The 80 Percent Express are special short episodes where I share a financial concept or answer a question sent by a listener. In this episode, we'll dig into what herd mentality is, how it can mess with your money, and how to break free from the crowd to make smarter financial choices that work for you. To read the transcript, you can visit my blog …
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EPS 312 - Meet the “SUPERHEROS” of COMMERCIAL REAL ESTATE LENDING: RECA.
45:51
45:51
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It’s a loan officer roundtable with the top producing commercial real estate bankers with RECA. The Real Estate Capital Alliance (RECA) was formed by a group of boutique real estate capital advisory firms with offices in major metropolitan markets and clients across the U.S. Collectively, the group consisting of 18 member firms and more than 85 ori…
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Ep. 373: 2024 Generational Giving Results for Nonprofits with Bloomerang
56:11
56:11
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Melaina Chromy goes behind the scenes about generational giving and nonprofits. Learn the difference with how millennials, baby boomers, Gen X, and Gen Z are giving to nonprofits!Also learn the importance of how this can impact grant writers.Resources Mentioned in this Episode:✨2024 Generational Giving Report from Bloomerang and Qgiv✨The Freelance …
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How to Reduce the Widow’s Tax Penalty - 501
36:17
36:17
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Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washington state is 55 and her husband is 70. Should she retire now and do aggressive Roth conversions before her husband passes? We’re talking about the widow’s tax, tod…
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The mindset conversation you can’t skip.
17:05
17:05
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17:05
Welcome back to another episode of the podcast! In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Join the Wa…
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Lower Risk Returns Through Pref Equity with Big Mike Zlotnik
45:13
45:13
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Enjoy this conversation with Mike Zlotnik (aka Big Mike) with Tempo Funding. In this conversation, Jonathan and Mike discuss some nuances with the economy and interest rates, why pref equity provides a great opportunity for passive investors right now, and the risks associated with pref equity (also called mezz debt and rescue capital). Connect wit…
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#235 Beginner Real Estate Investing: Don’t Make These Mistakes!
14:30
14:30
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In this episode, Dr. Peter Kim talks about the essential pitfalls to avoid as a beginner in real estate investing. If you’re just starting out and eager to build your wealth through property, this episode is a must-listen. Dr. Kim will share his insights on common mistakes that new investors often make, provide practical advice on how to navigate t…
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Who you are behind the scenes matters.
13:47
13:47
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13:47
Welcome back to another episode of the podcast! In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It’s juicyyyyy + will make you money as always!! Grab your coffee, water, mocktail, or a glass of champagne + let’s do this. Let's dive in! Join the Wa…
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Episode #430 Breakthrough Rookie Secrets That Flip Sellers Into Creative Finance Deals Successfully!
1:17:52
1:17:52
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1:17:52
Listen up rookies! If you're sick and tired of watching fat cat investors snatch up all the juicy deals while you're left scraping the bottom of the real estate barrel, then this episode is about to change your life, I'm talking about the skill to flip those all cash sellers who often are rude to you into sellers falling over themselves to hand you…
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25 Scary Money Statistics (Part 1)
40:46
40:46
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In this episode of the Personal Finance Podcast, we're going to talk about the 25 plus money statistics part one. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now an…
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Talk Your Book: The Next Big Short
32:30
32:30
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On today's show, we are joined by Jared Dillian, Founder of Jared Dillian Money to discuss Jared's bearishness on private equity, understanding the demand side of private equity, a private equity sentiment bubble, an explosion of HVAC private equity deals, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sens…
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MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed
32:46
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This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to save and reduce the amount of work he has to do was so he could spend as much time as possible with his daughter. He says living like a resident, saving and investing aggressively was what made this po…
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