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ChooseFI

ChooseFI

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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How do we get people back to the office? How and when can AI be a powerful decision-making tool? How will digital currencies transform payment systems? On If/Then experts from Stanford Graduate School of Business share their research findings on a range of topics that intersect with business, leadership, and society. We’ll tackle practical, cutting-edge insights that will help you manage better, lead more confidently, and understand pressing issues affecting our lives. Join GSB senior editor ...
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Insurance Pro Blog Podcast

TheInsuranceProBlog.com

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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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Most financial experts focus solely on numbers, but Rick Kahler, CFP®, CFT™, takes a deeper approach. With over 40 years of experience, Rick blends practical financial advice with powerful emotional insights to help you understand why you make the money decisions you do. Research shows that 90% of our financial choices are driven by emotions—not logic. Whether your habits seem irrational or confusing, Rick helps uncover the underlying beliefs and feelings influencing your behavior. It's abou ...
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The Rich Dad Radio Show will now air TWICE a week! In addition to the regular Wednesday episodes hosted by best-selling author Robert Kiyosaki, we've added a second episode to include Real Estate Expert Jaren Sustar, airing Thursdays. Join Robert Kiyosaki every week on Wednesdays, where he dives deep into the world of financial education, wealth-building strategies, and entrepreneurship. In every episode, Robert and his expert guests discuss the latest economic trends and actionable insights ...
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Exploring the practical and exciting alternate realities that can be unleashed through cloud driven transformation and cloud native living and working. Each episode, our hosts Dave, Esmee & Rob talk to Cloud leaders and practitioners to understand how previously untapped business value can be released, how to deal with the challenges and risks that come with bold ventures and how does human experience factor into all of this? They cover Intelligent Industry, Customer Experience, Sustainabili ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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BISness

Bank for International Settlements

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Experts from the Bank for International Settlements (BIS) explain their work and discuss current issues for the global economy. As a hub for central banks and other financial regulatory and supervisory authorities, the BIS seeks to build a greater collective understanding of the world economy, foster international cooperation and support policy making.
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MDRT Podcast

MDRT Podcast

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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The Boosting Your Financial IQ podcast deconstructs accounting and financial concepts to provide listeners with a holistic understanding of how money works and how to create more value. The host, Steve Coughran, brings his wealth of experience working as a business owner, management consultant, and CFO to share examples, stories, and analogies that deepen business acumen and build skills related to financial literacy. Boosting Your Financial IQ centers in on financial and accounting topics t ...
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Magic Markets

The Finance Ghost and Moe-Knows

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The Finance Ghost and Moe-Knows discuss key market trends across stocks, currencies, fixed income, commodities, macroeconomics and geopolitical trends, helping you understand what's going on out there.
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Financial Clarity

Hannah Smolinski

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This is Financial Clarity, the podcast dedicated to helping service-based small business owners achieve financial success. Join us as we demystify financial concepts, get practical tips from seasoned entrepreneurs, and discover strategies to increase profit and value.
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Hosted by Damien Fahy of www.moneytothemasses.com, the Money To The Masses Podcast covers a wide range of personal finance topics. Released every Sunday - Damien and Andy talk about a range of personal finance topics including Investing, Savings, Insurance and Pensions, as well as ways to make and save money and the scams you should avoid. Released every Wednesday - Damien discusses what is happening in investment markets and what to look out for. Each show lasts between 10-15 minutes and is ...
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Firewall

Firewall

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Politics, technology and the pursuit of happiness. Twice a week, Bradley Tusk, New York-based political strategist and venture investor, covers the collision between new ideas and the real world. His operating thesis is that you can't understand tech today without understanding politics, too. Recorded at P&T Knitwear, his bookstore / podcast studio, 180 Orchard Street, New York City.
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The AlphaMind Podcast

Steven Goldstein & Mark Randall

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Mastering trading is not about mastering markets but mastering yourself. The AlphaMind Podcast focuses on the 'Trader Self'. We look at the person doing the trading, their interactions with the market, the impact the market has on them, and the skills, actions and activities needed to navigate their way through the complex and uncertain terrain of financial, commodity, energy and crypto markets.
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What’s the dumbest thing you’ve ever done with money? Ever experience buyer’s remorse or invest in something you didn’t understand? Maybe you just weren’t paying attention and let money slip through your hands? If you’re over the age of 14, you’ve probably got a story, and our guest has got a good one! ABOUT THE HOST Suzanne is the Head Coach of G.R.A.C.E. Financial Coaching. Since 2014, she’s worked with motivated individuals, couples and families to develop solid financial habits so they e ...
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Understanding VC is a podcast that provides founders with the knowledge and resources they need to understand venture capital. My goal is to create the best and most comprehensive resource on venture capital on the internet, so that founders can make informed decisions about their businesses and secure the funding they need to succeed.
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Behind The Designs

Financial Design Studio

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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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Nest Egg!

Lori Zager & Lisa James of 2X Wealth Group

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Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
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Join us, Besties from North Philly, as we embark on a journey to inspire and inform through insightful conversations on financial wisdom. Every step forward is a step towards financial progress. Together, let's explore this financial journey step by step.
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Financial Crime Matters

Kieran Beer (ACAMS)

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In this podcast series, Kieran Beer (Chief Analyst at ACAMS) interviews the movers and shakers of the anti-financial crime world. Listen for fast-paced conversations about the latest financial scandal to hit newsstands, and insights on trending Financial Crime topics. Have something you’d like to hear covered? Email Kieran on podcasts@acams.org and tell us what matters to you. You can also follow Kieran on twitter www.twitter.com/kieranbeer Subscribe so you don’t miss a single episode!
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Listen to the stories behind football's biggest names, hosted by Simon Kuper and Mehreen Khan. "Hosts Simon Kuper and Mehreen Khan know their stuff." – The Guardian "The most interesting football podcast of the moment." – NRC, a leading Dutch daily Heroes & Humans moves beyond the traditional boundaries of sports commentary to explore the lives of football's most interesting figures. Whether episodes are about Messi, Abramovich, Cruyff, Şükür or Haaland, this is the go-to podcast for footbal ...
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Your Financial Pharmacist

Tim Ulbrich and Tim Baker

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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Financial Freedom Podcast

Steven J. Richardson, Esq.

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A semi-monthly podcast that brings you advice and interviews with experts on various important topics to help you make better and smarter financial decisions in order to improve or maintain your financial situation.
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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Democracy Decoded

Campaign Legal Center

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An essential guide for anyone looking to understand what makes elections work, and the safeguards built into the electoral process. On the eve of the 2024 U.S. Presidential election, we dive deep into the systems in place that ensure our elections are safe, secure and accurate. We embark on a timely and crucial journey to understand how our elections function, the potential threats they face, and the checks and balances in place so voters can rest assured that the election results reflect th ...
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Welcome to the MA & CO Accountants Podcast, your go-to source for expert insights into UK tax laws, accounting practices, and financial planning. Hosted by seasoned professionals, we simplify complex financial topics and provide practical advice for small to medium-sized businesses, entrepreneurs, and individuals. Stay tuned for discussions on the latest HMRC guidelines, VAT regulations, and business strategies to help you stay ahead in today’s ever-changing financial landscape.
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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show series
 
Chuck Zodda and Mike Armstrong discuss mortgage rates volatile couple of months and the guys share some important facts you need to know about the rates. Exxon and Chevron feel brunt of cheaper oil. Ted Rossman from Bankrate joins the show to chat about holiday impulse purchases. Intel posts more than $16B loss but says sales outlook is improving. …
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In this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on selecting the right Medicare plans, while the group passionately explores the complexities of the current American healthcare system. Tune in for expert advice and engaging conve…
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Heather Lowrey, MS, LPC, LMHC, is the Owner and Consultant at Wise Mind Financial, a coaching business enhancing financial literacy, accountability, and empowerment for young adults and couples. She is also the Owner and Psychotherapist at HSL Consulting PLLC, a psychotherapy practice focusing on the relationship between food, sex, and money. As a …
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Tim Ulbrich and Tim Baker discuss the role of credit in financial planning: why it matters, how it works, what makes up a credit score, common credit misconceptions and more. Summary In this episode, Tim Ulbrich and Tim Baker discuss the role of credit in financial planning. They explore why credit matters, how it works, and how it influences impor…
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Mike Armstrong and Marc Fandetti discuss Boeing union members voting to end the strike. Did the union get everything it wanted? How will the next President manage a cooling labor sector? Housing construction around Boston has been sluggish. Here’s why that could change soon. Gen Z, millennials are using AI for personal finance advice, report finds.…
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Mike Armstrong and Marc Fandetti discuss understanding how presidential polls and betting markets actually work. Five economic areas next President needs to tackle. How markets could respond to the election. Stocks care about Trump and Harris for one big reason: taxes. The typical U.S. home seller is older than ever, Realtors say.…
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Join us for an engaging episode as we delve into the world of investing with Chris Vermeulen, a seasoned financial expert with over 25 years of experience. Chris challenges conventional investing wisdom by advocating an innovative approach he calls Asset Revesting. This method empowers investors to achieve higher returns, lower drawdowns, and even …
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Why are interest rates rising at one end of the yield at the same time falling on the opposite side? With more recession data coming in all the time, starting with payrolls, it seems as though there should be a uniform response from the marketplace. But that's not how steepening works. Eurodollar University's Money & Macro Analysis Washington Post …
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On this Election Day 2024, Bradley takes a temporary pass on politics. Instead, he offers this exercise in wellness: Which personal qualities are most likely to make you feel fulfilled and happy? He, Meaghan and Hugo conduct a draft from a list he drew up of 40 traits. Feel free to keep the news on hold for an hour and play along at home. This epis…
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In our first podcast episode, 183 episodes ago, we introduced financial therapy as a groundbreaking blend of emotional insight and financial strategy. But has the field evolved since then? In this multi-part series, we revisit the core principles of financial therapy and explore how the practice has changed—and how it hasn't. From the rise of new t…
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In this episode, Tim Ulbrich shares his honest take on the popular Dave Ramsey 7 Baby Steps, what he thinks works and what doesn’t. Whether you’re new to these steps or already know them well, Tim reviews each step and breaks down the pros and cons from his perspective. Mentioned on the Show: Ramsey: The 7 Baby Steps Submit a Question to Be Feature…
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This week’s episode is short, sweet, and to the point: It’s Election Day, and if you haven’t yet cast your vote, let us be your friendly reminder. Like many of her CLC colleagues, Simone will spend the day monitoring elections. Next week she’ll be back with the final episode of the season, with a look at how this most dramatic election is playing o…
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Ken Tumolo and Nick Tumolo discuss the importance of understanding market risks and personal comfort levels when investing, particularly in the context of retirement planning. They highlight Warren Buffett's advice on being prepared for significant stock losses and emphasizes the need for a strategic approach to managing investments through differe…
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Zac Cramer is a Certified EOS Implementer at EOS Worldwide, a company that provides tools and support to help businesses implement the Entrepreneurial Operating System (EOS). With years of experience as a business coach, Zac has a background in entrepreneurship and a deep understanding of the challenges business owners face. He works with organizat…
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Send us a text In this episode of Boosting Your Financial IQ, Steve Coughran emphasizes the importance of proactively managing finances in both business and personal life by following a simple yet powerful principle: pay yourself first. He guides listeners on how to set aside profit consistently by calculating a desired profit percentage, establish…
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Chuck Zodda and Mike Armstrong discuss Boeing machinists holding a contract vote that could end their 7-week strike. With oil prices weak, OPEC+ postpones increases again. Grady Trimble from Fox Business joins the show to share his insight into voters biggest economic concerns. Traders prepare for a long, volatile election night. What are the IRA a…
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Chuck Zodda and Mike Armstrong discuss the upcoming Fed meeting and Tuesday's election and debate which is more important for the US economy. The two things we need from the Fed right now. Squeezed homebuilders are bad news for the housing market. Berkshire continues to retreat from stocks. There's too much wine, and not enough wine drinkers.…
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October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff having many people wondering if there is a 'Trump trade' going on here. The answers are right there in front of us. Eurodollar University's conversation w/Steve Van Metre https://www.eurodollar…
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TJ shares his financial journey and experience reaching financial independence, focusing on intentional savings and the joy of family life. Early influences and educational backgrounds shaped his approach to finance, leading to a strategic path that included tracking net worth and undertaking regular financial meetings with his wife. The episode di…
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oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives. - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove. - 00:01:18…
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Lisa and Lori take a look at how politics in China has affected the Chinese stock market. Find out if they believe their recent statements about encouraging business growth and, on the flip side, hear what we think might impede China’s success. We provide a general U.S. market commentary at the end. Find out more and reach out to us on our blog.…
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We reveal five surprising truths about annuities that you rarely hear discussed online. Drawing on our decades of experience in financial services, we share why people actually embrace annuities when they understand their real benefits. We examine how annuities can provide tax-free income when paired with a Roth IRA, which typically criticizes annu…
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Billionaire BlackRock CEO Larry Fink said it “really doesn’t matter” who wins the US presidential election, because both Donald Trump and Kamala Harris will be good for Wall Street. Ben Norton shows how the United States is not a democracy but rather an oligarchy, in which big corporations buy politicians and lobbyists create policies.VIDEO: https:…
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This isn't about October or hurricanes. Government just confirmed jobs market is in big f-ing trouble. Eurodollar University's Money & Macro Analysis BLS Employment Situation October 2024 https://www.bls.gov/news.release/archives/empsit_11012024.pdf CNN Messy October jobs report muddied by strikes and storms ahead of Election Day https://www.cnn.co…
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🕰️ Timestamps: 00:42 Success Metrics for Series A Fundraising 01:29 Industry Averages and Market Trends 02:11 Factors Influencing Graduation Rates 04:07 The Importance of Support and Playbooks 05:43 Developing Benchmarks and KPIs 10:54 Case Study: Tecto's Roadmap to Series A 12:46 Challenges and Common Gaps in Planning 17:56 Defining and Achieving …
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On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistak…
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In this week's episode, Damien and Andy provide a summary of the Autumn 2024 Budget, detailing all of the key announcements and how they are likely to impact you. Make sure that you check out our Autumn 2024 Budget summary article for further details. Watch the whole show on YouTube here: MTTM - Episode 480 Check out this week's podcast article on …
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Nate Hedrick and David Bright unpack the latest market trends, revealing how list prices can mislead, why appraisals tell the real story, and how smart renovations and a knowledgeable realtor can unlock hidden property value. Summary In this episode, hosts Nate Hedrick and David Bright dive into the latest twists and turns of the real estate market…
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Nov 1, 2024 – In today's Big Picture episode of the Financial Sense Newshour, we look at the attempted transformation of the US economy from consumption-driven growth to a focus on production and industrial policy. Historically...Autor: fswebmaster@financialsense.com (Financial Sense)
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Nov 1, 2024 – Shehzad Qazi of China Beige Book discusses potential impacts of a Trump vs. Harris presidency on US-China trade. Regardless of who wins, Shehzad says another round of trade wars and friction are expected in 2025. Despite a slowing economy...Autor: fswebmaster@financialsense.com (Financial Sense)
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Happy Halloween from the WWM Financial team! 🎃 In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light of the upcoming elections. They cover key topics such as current stock market trends, thoughts on CDs and 401(k) adjustments, and effective approaches to charitable contributions. Join the conversatio…
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Chuck Zodda and Mike Armstrong discuss the unbelievably bad October jobs report that saw only 12,000 jobs added, well below expectations. What supports the idea that the Fed will cut at their next meeting? Amazon shares rise on robust demand and a surge in infrastructure spending. How would you rank to top five tech companies in their pursuit of AI…
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The government's latest data confirms the dramatic slowdown sweeping across the labor market. We've been documenting hours being cut, quitters quitting quits, no one hiring, and now even a few layoffs. Not only do the latest figures back all that up, they also help explain consumer behavior and even the last GDP estimate. Eurodollar University's Mo…
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data center…
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Oct 31, 2024 – Today we look at Israel's tactical delay of a military response on Iran to align with US political interests, ensuring support from either the Biden or potential Harris administration, rather than risk an all-out war and major disruption...Autor: fswebmaster@financialsense.com (Financial Sense)
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Chuck Zodda and Mike Armstrong discuss the next president inheriting a remarkable economy. Starbucks CEO pledges to fundamentally change strategy as sales fall for third straight quarter. Todd Lutsky stops by to share some insight on estate planning. The little sins we commit at work and the bosses who are cracking down.…
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Chuck Zodda and Mike Armstrong discuss PCE inflation slipping to 2.1% annual rise, and moves closer to the Fed's target. Microsoft shares slip as forecast sparks concern about AI and cloud revenue. Meta reports record revenue, but slower digital advertising growth. Apple and Amazon take the spotlight in mixed week for big tech earnings.…
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For the 32nd year, the entire world voted at the UN General Assembly to demand an end to the illegal US embargo against Cuba. The USA and Israel opposed the international community in a vote of 187 to 2. Ben Norton explains why the US empire has waged such a vicious economic war on Cuba for six decades.VIDEO: https://www.youtube.com/watch?v=NTX4zSf…
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Another seemingly solid US GDP report for the books thanks in large part to a huge allotment of missiles. Does this mean the soft landing has been achieved? Even if it has been achieved, we wouldn't know it from GDP data. Instead, history shows cyclical changes all look decent just before them. The latest quarterly data is not just comparable, it i…
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Discover how machine learning is revolutionizing accounting. Learn how ML can help with bookkeeping, fraud detection, auditing, and financial forecasting. Explore real examples, calculations, and how accountants can start implementing these powerful tools to enhance accuracy and efficiency. #MachineLearning #AccountingTech #AIinFinance #Bookkeeping…
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...since the creation of the Internet. Bradley talks to Adam Zeplain of Austin-based mark vc, about the reasons to be fired up about business ("A lot of this stuff that was a pipe dream now seems like it's pretty real'), even-keeled about politics ("I'm going to focus on what I can do personally to live a good life, support people, think independen…
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Keywords financial literacy, budgeting, kids and money, investing, cultural influences, lifestyle creep, financial setbacks, teaching children, financial education, lifelong learning Summary In this engaging conversation, Chrissy and Jess welcome Crystina Cardozo, a family financial literacy educator and real estate investor, to discuss the importa…
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Jason Madsen is many things – a husband, a dad, a dedicated follower of Jesus Christ, an experienced & successful salesperson, as well as a Financial Coach! Jason began coaching just about 2 years ago, and loves seeing his clients get on a plan, overcome their fears and begin to change their financial future. CONTACT OUR GUEST Website: https://mads…
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Joe Baker, personal finance instructor, returns for inspiring conversation about purposeful living, the power of mentorship, and the enduring impact of a life well-lived. Summary In this episode, we welcome back Joe Baker, MBA for his third appearance on the show. Joe first joined us in 2019 with his former student Blake Johnson, where they shared …
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Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in production and creativity when people are working virtually vs. in-person. …
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