This is an informational and educational podcast by the American Foreign Service Protective Association (AFSPA), featuring Chief Executive Officer, Kyle Longton. AFSPA Talks covers a range of topics across a multitude of categories, from mental wellness, to dental care, to speech and hearing awareness. This podcast is intended for all listeners, not only AFSPA members. This podcast is not intended to give out medical advice, please seek a professional for medical questions.
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Renegade Capital is the activist’s podcast for finance and investments. We interview thought leaders who go into the ring every day to fight against the racist, sexist, and exclusive norms established by traditional financial and capital systems. Our listeners walk away inspired by our guests and armed with actionable tips and tools to use money to create the world in which they want to live. Whether you're an expert or a novice, there is something for everyone as we discuss impact investing ...
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Join me, Jack Brereton MP, as I discuss the issues important to people living and working in fantastic Stoke South. Promoted by Jack Brereton MP, 69 The Strand, Longton, Stoke-on-Trent ST3 2NS.
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Delving into the world of data analytics. From interviews with leaders in the field; to short, sharp tech episodes. This is All Things Being SQL.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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A podcast exploring the history and secrets of Staffordshire. Welcome to The Red Haired Stokie, a podcast, website and YouTube channel dedicated to uncovering the fascinating history and hidden stories of Staffordshire, a county located in the heart of England. Join your host as we delve into the archives and explore the iconic landmarks and lesser-known corners of this historic county. From the rolling hills of the Peak District to the industrial heritage of Stoke-on-Trent, we'll uncover th ...
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Welcome to 'Who Cut the Cheese,' where we serve up hospitality, current events, and cheesy stories! Join hosts Lauren and Katie as we explore Florida's hottest spots, insider tips, and unforgettable experiences. Whether you're a foodie, thrill-seeker, or just curious about Floridian fun, tune in for a gouda time!
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From Data to Decisions: AI’s Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO]
35:51
35:51
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In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company ear…
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#14 Marc Mastrocola - Italian cooking, RevOps teams from scratch & AI
37:49
37:49
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37:49
In this episode of All Things Being SQL, Marc Mastracola, Director of RevOps at Peek, shares his journey and deep insights into the RevOps space. From his Italian cooking inspirations to thoughts on how AI can transform revenue operations, Marc gives practical advice for aligning teams, improving processes, and scaling businesses. He defines RevOps…
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From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer]
28:06
28:06
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28:06
In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…
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#13 Gintas Dirse - Building RevOps foundations & the potential of AI
44:32
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44:32
In this episode of All Things Being SQL, we sit down with Gintas Dirse, a seasoned RevOps leader with a diverse background in engineering and startups. Gintas shares his journey from a small farm in Canada to leading RevOps teams across multiple global startups. He dives into the importance of aligning RevOps with company-wide growth strategies, em…
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#12 Eli Kaufman - Madison Square Garden to RevOps
40:49
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40:49
In the latest episode of All Things Being SQL, we dive into a deep conversation with Eli Kaufman, a seasoned RevOps leader who's seen firsthand how AI and automation are reshaping the sales process. From leveraging tools like Salesforce and Gong to harnessing AI for more accurate forecasting, Eli sheds light on what it takes to drive RevOps success…
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
24:38
24:38
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24:38
In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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AFSPA Talks Life Insurance for Millennials
23:41
23:41
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23:41
September is Life Insurance Awareness Month (LIAM), and we are kicking things off with a focus on millennials. With our guest, Nicole Devlin from Prudential, we discuss the needs of this population and why now might be the best time for them to consider this important part of their financial portfolio. This episode is just the start of a busy month…
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#11 Jeremey Donovan - unlocking the power of AI in RevOps
48:28
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48:28
In this episode, we chat with Jeremey Donovan, EVP of RevOps at Insight Partners, about the game-changing role of AI in RevOps. Jeremey shares insights on how AI, automation, and data-driven strategies are transforming the way teams build, scale, and grow revenue operations. From the evolution of AI to overcoming adoption challenges, this episode i…
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#10 Running the Tube and Transforming RevOps with Ben Austen
42:15
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42:15
Episode Description: In this exciting episode, we sit down with Ben Austen, Director of Revenue Operations, who has a unique story and some awesome insights into the world of RevOps. Episode Highlights: Running Across London: Ben shares his epic journey of running across all 272 London Underground stations, the challenges he faced, and what motivat…
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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]
23:45
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23:45
In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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#9 Haris Odobasic, Co-Founder of Revenue Wizards
44:32
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44:32
In this episode of All Things Being SQL, Liam and Rich chat with Haris Odobasic, Co-founder of Revenue Wizards, a European based RevOps Consultancy helping their customers with anything RevOps and Go-to-Market related. As always, we're brought to you by Infer, a game changing analytics platform allowing data analytics teams to do AI powered analyti…
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#8 Guy Longton, Head of RevOps & Chapter Head for RevOps Co-Op
31:58
31:58
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31:58
In this episode of All Things Being SQL, Liam and Rich chat with Guy Longton, Head of RevOps at Prolific, a rapidly growing VC backed AI company in London. Here are some key takeaways from the interview: RevOps is a holistic approach to go-to-market strategy, going beyond traditional sales ops. The ideal RevOps candidate is intellectually curious, …
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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board]
21:39
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21:39
In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …
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#7 Jeremy Steinbring, Founder of RevOnyx
46:48
46:48
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46:48
In this episode of All Things Being SQL, Liam and Rich chat with Jeremy Steinbring, RevOps extraordinaire and founder of RevOnyx, a RevOps consultancy helping their clients understand their GTM & implement RevOps best practice. Jeremy shares his unique perspective on RevOps, challenging traditional thinking and emphasizing its human-centric approac…
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AFSPA Talks Navigating Back to School
1:12:28
1:12:28
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It’s August, and for many families, that means preparing for a return to school. This can be a challenge for kids and parents. Changing routines, decreasing free time, and, for many of our members, new locations can make for bumpy August and September. Our guests today, working from Brightline Health, will provide some strategies for families to ea…
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#6 James May, Head of RevOps at Risk Ledger - visibility & understanding of RevOps
42:25
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42:25
n this episode of All Things Being SQL, Liam and Rich chat with James May, RevOps leader at Risk Ledger. James shares his journey into SaaS, starting with a role at Attest where he optimized processes for SDR teams. He emphasizes the importance of a unified RevOps function to balance departmental incentives and maintain neutrality. James discusses …
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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]
25:58
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In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …
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Cruising through Florida and Beyond with Michael Haffner of JustPotus
2:16:03
2:16:03
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Michael joins us to talk about his first cruise line experience with Virgin Voyages and his favorite aspects of the trip, getting the Magic back at Disneyland and becoming Magic Key holders, Orlando and Tampa food spots including the hot Japanese food scene, and of course Chewie, his and Genesis adorable Shihpoo and his adorable adventures at Dogto…
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The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter)
24:03
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24:03
In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…
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#5 Sam Sutton, Director of RevOps at Pearson
46:00
46:00
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46:00
Summary In this episode, Liam, Rich and Sam chat about all things RevOps, data and of course AI. Sam's experience setting up a RevOps function in a massive PLC is fairly unique, so we unpicked that, alongside his philosophy on hiring RevOps professionals. We covered Sam's definition of RevOps, where RevOps should sit in an org, the future of RevOps…
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The Real Estate Rundown with Trevor Brown of Trevorbrown407: Getting in depth about Orlando’s local real estate, the importance of Social Media Marketing, Local History, and Favorite Spots
1:23:55
1:23:55
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Fannie Hillman’s Trevor Brown of Trevorbrown407 dives into Orlando’s vibrant real estate market. He talks about his craziest listings, little-known local facts, and the crucial role social media marketing plays in real estate success. We also talk about Winter Park History, landmarks, and spots around town. For those plugged into the Orlando creato…
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AFSPA Talks Overseas Telehealth Services
33:40
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33:40
In this episode, we talk with John McQuillan from Teladoc Health UK. He walks us through the care and consultation options available to Foreign Service Benefit Plan (FSBP) members outside the U.S. for general medical and mental health needs. He offers some examples that will be familiar to many of our members worldwide. These benefits are branded a…
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All things Orlando with Yali and Miguel: Lesser Known Theme Park Experiences and new additions, the Blue Man Group comeback, Venardo’s Circus, and Shrek Raves
1:53:13
1:53:13
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1:53:13
Join us as we explore the lesser-known theme park experiences in Disney Parks and talk about the newest additions to Universal Orlando. We also dive into the comeback of Blue Man Group to Icon Park Orlando, Drawn to Life, Venardo’s Circus residency, silent discos, and Shrek raves with guests Yali and Miguel.…
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#4 Andreas Drakos, RevOps, Go-To-Market & AI
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41:46
This episode, Rich & Liam from Infer chat to Andreas Drakos, Senior Director of RevOps at Superside, the Creative-as-a-Service powerhouse. Covering Andreas' journey into RevOps, his opinions on the function, the potential for AI and much, much more. We hope you enjoy! As always, we're brought to you by Infer, a game changing Revenue Intelligence pl…
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The Unstoppable Alexis Lete and her Multifaceted Journey as Miss Indiana, Professional Modeling, artist, and time in the WWE
1:34:10
1:34:10
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Alexis Lete otherwise known as “Lete” joins the pod and talks about her life journey. A woman of many talents, she was the longest reigning Miss Indiana, placed in Miss USA, is an artist with a business called “Figuring it Out Art,” and a former WWE wrestler. She shares the challenges she’s overcome in her journey, what she’s learned and regrets, a…
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#3 Freddie Hammond - RevOps, Data & AI
42:39
42:39
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42:39
Summary In this episode, Liam, Rich and Freddie chat about all things RevOps, data and of course AI. Freddie's experience in rapidly scaling organisations, specifically focused on Go-To-Market teams was fascinating to listen to. We covered Freddie's definition of RevOps, where RevOps should sit in an org, the future of RevOps and his most controver…
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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
22:43
22:43
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22:43
In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…
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Magical Moments: Disney and Foodie Do’s, Dont’s, Tips and Tricks featuring Kristen Wright (Down Main Street) from The Kingdom Krew
1:45:12
1:45:12
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In this episode, Kristen Wright (Down Main Street) from the Kingdom Krew joins us and talks about the best and worst food, experiences, and hotels at the Disney Parks including the underrated Hoop Dee Doo Revue to the breathtaking nighttime firework boat experience. We also discuss the infamous brawls at the Mouse, Kristen’s top celebrity pick, and…
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AFSPA Talks Support for LGBTQ+ Youth
49:30
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49:30
It's Pride Month, and we're talking with Alyssa Clayden, PhD, LCSW. She first joined us in 2021 to discuss support for LGBTQ+ youth, and we're exploring the same topic in this episode. Our focus is on how parents and other family members and allies can support children and adolescents who are exploring their identities in terms of sexual attraction…
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Exploring the Sunshine State with Samantha Longton: How she got her start, top Central Florida date spots, Hemorrhoid Cream Beauty Hacks, and what spots are smash or pass
1:40:13
1:40:13
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1:40:13
We are joined by Samantha Longton, who shares her creator journey and where she is today, the Central Florida dating scene, and her favorite dating spots that she *doesn't go to on repeat*, spots in Orlando that are smash or pass, the unknown Hemorrhoid Cream Beauty Hack, a true IG vs Reality moment from last year, and much more!…
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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder]
14:20
14:20
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14:20
In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…
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All about 407 Kevin: The Dating in Central Florida Series and Comedy Origin Stories, Dating Habits, and The List
1:28:40
1:28:40
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1:28:40
In this NSFW episode, we ask the hard-hitting questions everyone wants to know about Kevin Deane, also known as 407 Kevin. We learn how he got his start in comedy and how the Dating in Central Florida series originated, the inside jokes that are sprinkled in his videos for his buddies, his dating and hookup habits, and his mostly spot-on impression…
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#2 Andrew Madson - The Data Doctor
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45:15
Summary In this episode, Liam, Erik and Andrew discuss various topics related to data analytics, including Andrew's background in finance and his transition to data analytics, the role of data in higher education, building a personal brand on LinkedIn, the purpose of an analytics function in a business, trends in data analytics teams, challenges as…
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Melo cut the Queso: Melo Cocina’s Diego talks Arepas, Gallbladders, and Hidden Gems
1:03:47
1:03:47
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1:03:47
We are excited to welcome Diego from Melo Cocina who talks about the rivalry between Colombian and Venezuela arepas, what popular chain he associates with his gallbladder surgery, things to do in Mount Dora, and Leesburg’s speakeasies. Brace yourself for the shocking UCF Board of Trustee drama and how far someone went because their dog wasn’t allow…
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Keeping up with Gideon’s and the Chain Restaurant Bankruptcy Drama, to close or not to close?
1:06:24
1:06:24
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1:06:24
It seems like no matter what Gideon’s founder Steve Lewis puts out to defend his business, Ghosts of Gideon’s is quick to clap back and it’s…a lot. We hold still in our opinions that we are Team Gideon’s but want to give the latest updates. Also, we talk about the Red Lobster shuddering the doors of many of its stores, our new favorite spots (Retro…
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Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder]
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21:34
In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …
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AFSPA Talks Mental Health Coaching
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27:51
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27:51
May is mental health awareness month. Just as many factors can influence our mental health, there are a variety of support programs and treatment options to explore. Today, we welcome Jennifer Pertofsky-Plotnek, LCSW-C, CDCES, NCB-HWC. She is currently the Director of Coaching at Teladoc Health. Jennifer talks us through the differences between cou…
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Gideon’s Bakehouse vs Ghosts of Gideon’s: The Demand Letter, Pay and Safety concerns, and a PR nightmare
1:51:32
1:51:32
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1:51:32
We all know Gideon’s Bakehouse is the beloved local cookie spot of Orlando, but what REALLY went down at the Disney Springs location? We dive into that demand letter, what we consider valid and ridiculous complaints, and how we really feel over the “can’t ask” policy and the letter as a whole.Kirjoittanut Lauren and Katie
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Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO]
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17:48
In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future ma…
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Best and Worst Italian Restaurants in Orlando and Unique Orlando Experiences We Love and Want To Try
53:26
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53:26
Join us as we talk about our Best and Worst Italian Restaurant experiences, from our favorites North Italia and SoDough Square to our all-around bad time at Bar Italia. We also go down memory lane with the Fazoli's and Pizza Hut Report Card nostalgia along with spots such as F&D Woodfired Kitchen, Mia's Italian Kitchen, Armando's, and Christini's, …
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Halfway to Halloween Part 2: Central Florida’s Haunted History
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36:13
In this surprise 2nd episode, we talk about the Haunted Room 206 at Super 8, the I4 dead zone and why spirits are thought to remain there, and the longest FBI shootout in history, which happened in Ocala, FL! Today you can even visit this house yourself. This week’s Florida Man series also gets a little messy.…
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Halfway to Halloween: Our Favorite Halloween Experiences, HHN House Predictions, and Local Paranormal Happenings
1:19:11
1:19:11
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1:19:11
Halfway to Halloween: Our Favorite Florida Halloween Experiences" dives into the spine-chilling world of Halloween in Florida, exploring the state's unique and thrilling experiences. Join us as we discuss our favorite haunted attractions, delve into predictions for Universal's Halloween Horror Nights houses, and share personal and local paranormal …
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The ‘Hell on the Yard’ insider tea, Tijuana Flats Bankrupcy, Taylor Swift’s Florida!!!, and mysterious armed carjacking
1:17:25
1:17:25
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1:17:25
What REALLY went down at Hall on the Yard? Our friend and fellow Orlando influencer Tom Egan joins us to give us the insider scoop about his time there. We also discuss the recent TFlats closing and bankruptcy announcement, Taylor Swift putting Florida!!! on the map, and a chilling armed carjacking that was caught on camera. Lastly, listen to our n…
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Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author]
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24:41
In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these f…
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Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder])
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28:57
In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for lon…
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Welcome to Orlando: Drug Fronts, Drama and its Culinary Delights
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49:29
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49:29
In this podcast, we unravel the hidden layers of the city, from secret drug fronts masquerading as ordinary businesses to the drama that has happened recently. Join us as we uncover Orlando's unique blend of intrigue, scandal, and culinary experiences that define this dynamic city, with some personal stories built in. Get ready for our first chaoti…
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#1 Lucy Alexander, Director of Insights & Analytics @ The Financial Times
44:02
44:02
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44:02
Summary Lucy discusses her background and career path in analytics, including her experiences at The FT, ASOS and Burberry. She highlights the differences in data analytics between established brands and scale-ups. Lucy also shares her insights on the value of analytics and the challenges of leading an analytics team. She discusses the hype around …
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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]
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17:02
Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry. LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/ www.yourstake.org --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Associat…
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AFSPA Talks Medicare PDP FAQs
19:34
19:34
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19:34
In this episode, AFSPA CEO Kyle Longton, CAE, REBC addresses some of the most frequent questions AFSPA has received about the FSBP Express Scripts Medicare Prescription Drug Plan, or PDP. While he touches on some basics of the PDP, you can learn more about the specific PDP benefits from our October 23, 2023 podcast and our November 30, 2023 AFSPA L…
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AFSPA Talks Medicare and the FEHB
50:46
50:46
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50:46
In this episode, AFSPA CEO Kyle Longton provides a comprehensive overview of how Medicare and the Federal Employee Health Benefits (FEHB) program work together. Learn about each part of Medicare - A, B, C, and D - and what factors you should consider when deciding whether to enroll in Part B. Please note: this presentation addresses only how Medica…
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