show episodes
 
Artwork

1
Just Covered

Legal & General

Unsubscribe
Unsubscribe
Miesięcznie
 
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
  continue reading
 
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
  continue reading
 
Artwork

1
Let's Talk IP

Income Protection Task Force

Unsubscribe
Unsubscribe
Miesięcznie
 
Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seaso ...
  continue reading
 
FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
  continue reading
 
Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
  continue reading
 
Artwork

1
Security Nation Podcast

Electronic Security Association - ESA

Unsubscribe
Unsubscribe
Miesięcznie
 
Security Nation Podcast is hosted by ESA, and it brings the voice of the electronic security and life safety industry to you! Host Hannah Boone brings on security pros to discuss best practices, real-life experiences, industry forecasts, and more on this monthly podcast. It's the ever-present voice in an ever-changing industry.
  continue reading
 
Artwork

1
clarityON

clarity

Unsubscribe
Unsubscribe
Miesięcznie
 
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management. In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance. But clarityON goes beyond numbers and charts; we're passio ...
  continue reading
 
Despite the growing attention on industrial cybersecurity, there is still much work to be done to keep pace with the increasing risks. To mature and comprehensively protect against cyber threats to operational technology (OT), it will take collaboration among key players from various sectors and industries. The PrOTect OT Cybersecurity podcast brings together experts in the field of cybersecurity for critical infrastructure and industrial organizations. Join Aaron Crow, the Chief Technology ...
  continue reading
 
Artwork

1
Global Perspectives

Janus Henderson Investors

Unsubscribe
Unsubscribe
Miesięcznie
 
Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
  continue reading
 
Artwork

1
intelliflo Insider

intelliflo

Unsubscribe
Unsubscribe
Miesięcznie
 
intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
  continue reading
 
Artwork
 
Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
  continue reading
 
Artwork

1
Let's Talk ETFs

Seeking Alpha

Unsubscribe
Unsubscribe
Miesięcznie
 
Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
  continue reading
 
Artwork
 
Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand. From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience. Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the h ...
  continue reading
 
Artwork
 
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
  continue reading
 
Artwork

1
InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Unsubscribe
Unsubscribe
Codziennie
 
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
  continue reading
 
As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
  continue reading
 
Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
  continue reading
 
Artwork

1
Myron Scholes on Time

Janus Henderson Investors

Unsubscribe
Unsubscribe
Miesięcznie
 
Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
  continue reading
 
Artwork

1
Money Marketing Podcast

Money Marketing Podcast

Unsubscribe
Unsubscribe
Miesięcznie
 
Regular podcast hosted by Money Marketing journalists featuring leading financial services commentators. Covering pensions, politics, regulation, mortgages, investments. Money Marketing is a website and weekly magazine for the professional financial adviser industry.
  continue reading
 
Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
  continue reading
 
Loading …
show series
 
An allowance can help children learn about saving, spending, and budgeting, in order to build essential money management skills. Today's Stocks & Topics: BECN - Beacon Roofing Supply Inc., HCA - HCA Healthcare Inc., AVT - Avnet Inc., Market Wrap, How to Set Up an Effective Allowance System for Your Children, Key Benchmark Number: Treasury Yields, G…
  continue reading
 
In Episode 168, Fred Saide discusses the challenges facing Americans in retirement, including the perception of unpreparedness, the complexities of Social Security, and the importance of healthcare planning. He emphasizes the need for comprehensive financial strategies to navigate inflation, manage risks, and ensure a secure retirement income. The …
  continue reading
 
In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals. As we recognise Scams Awareness Week, it's time to examine how prepared we really ar…
  continue reading
 
The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment o…
  continue reading
 
The United States is preparing to implement new rules that will limit American investments in artificial intelligence technologies in China. (The motivation is to address national security concerns and maintain a competitive edge in AI development for the U.S.) Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, RPM - RPM Internationa…
  continue reading
 
Podcast guest Nick Sevta Managing Director of https://www.fundr.co.nz Chapters 00:00 The Art of Cold Outreach 10:29 Navigating Economic Challenges 15:47 Understanding the Lending Landscape 27:14 Navigating Debt and Asset Disposal 30:22 Understanding Interest Rates and Economic Impact 34:08 Securing Funding: The Application Process 39:10 Improving C…
  continue reading
 
In this episode of the Security Nation Podcast, we sit down with Will Fleenor, President of Fleenor Security, to discuss the profound impacts of Hurricanes Helene and Milton on ESA members and their clients. We explore how businesses and accounts were affected, the ongoing recovery efforts, and what can be done to support those impacted by these de…
  continue reading
 
Updating your homeowner’s insurance and managing property taxes are just two things you'll need to do after you've made your final mortgage payment. Today's Stocks & Topics: IRM - Iron Mountain Inc., CCL - Carnival Corp., Market Wrap, TTEK - Tetra Tech Inc., NEM - Newmont Corp., What Happens When You Pay Off Your Mortgage?, Bitcoin, Home Sales Wors…
  continue reading
 
Do you worry about running out of money in retirement? Many people don’t fully understand how long their savings need to last or how systems like Social Security work. In this episode, we dive deep into how to plan for retirement, manage your income, and make sure you don't outlive your savings. We’ll also explore why the traditional retirement age…
  continue reading
 
We're diving into a challenge that's been brewing in the world of intellectual property (IP) for quite some time: The public's misunderstanding of IP, particularly trademarks. Earlier this year, an INTA Presidential Task Force published a report titled Unlocking IP. The report shed light on a critical issue: the consequences of inaccurate or incomp…
  continue reading
 
Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape. In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in li…
  continue reading
 
The IRS will increase the standard deduction and make adjustments across various tax rates. Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, SYNA - Synaptics Inc., Dividend Reinvestment Plan (DRIP), 2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments, RIVN - Rivian Automotive Inc. Cl A, ASO - Academy Sports & Out…
  continue reading
 
Many consumers resent rising costs, and the psychological effects of 'price perception' are real. Today's Stocks & Topics: AAP - Advance Auto Parts Inc., IMMR - Immersion Corp., DIS - Walt Disney Co., NNE - Nano Nuclear Energy Inc., Grocery Prices Are Down Since 2019—So Why the Frustration?, USLM - U.S. Lime & Minerals Inc., Market Wrap, The Wheel …
  continue reading
 
Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:…
  continue reading
 
Podcast guest Paul Bate Director of https://simplylife.nz/ Chapters 00:00 Understanding Income Protection 02:54 The Importance of Coverage 05:48 Real-Life Impacts of Illness 08:59 Navigating Claims and Underwriting 11:54 Income Protection vs. Mortgage Protection 14:58 Self-Employed Considerations 17:56 The Role of Trauma and TPD Insurance 20:51 Max…
  continue reading
 
Failing to diversify your portfolio and overlooking the effects of inflation are two of the nine common investing blunders. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, GIB.A - CGI Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, 9 Costly Retirement Investing Mistakes to Avoid, KPP Newsletter, AMZN - Amazon.com Inc., Key Benchmark Number: …
  continue reading
 
In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early det…
  continue reading
 
In this episode of The Weekend Essay, Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face ent…
  continue reading
 
The operating environment for smaller asset managers is challenging, in particular when it comes to regulation. In this edition of the FT Adviser editor's podcast Simoney Kyriakou speaks to Dani Hristova, CEO of the Independent Investment Management Initiative, about the importance of boutique investment firms and what needs to happen for them to h…
  continue reading
 
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations. There are however significant risks with fami…
  continue reading
 
Tesla's recent Cybercab launch has sent ripples through the market, but it looks like Uber emerged as a significant winner. Today's Stocks & Topics: UNP - Union Pacific Corp., DJT - Trump Media & Technology Group Corp., Market Wrap, SWKS - Skyworks Solutions Inc., Did Uber Just Win Big from Tesla's Robotaxi Reveal?, POWL - Powell Industries Inc., T…
  continue reading
 
Podcast guest Rochelle Carly Co-Founder of https://www.randpinsurance.co.nz/ Chapters 00:00 The Power of Marketing in Financial Advice 02:49 Building a Personal Brand and Niche 05:44 Understanding Your Target Audience 10:11 Navigating Personal Challenges and Resilience 15:08 Health, Wellbeing, and Insurance Education 20:42 Empowering Women and Comm…
  continue reading
 
While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion. Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Tol…
  continue reading
 
Are you curious about what retirees wish they had done differently? A random, retired YouTuber did a simple video exploring the top 5 regrets of other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can …
  continue reading
 
From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio. In this episode of the FT Adviser better business podcast he explains what advisers can learn from the field of sports. Hosted on Acast. See acast.com…
  continue reading
 
Retirement plans aren't just about 401ks and IRAs—it's time to look beyond. In this episode, Wade Reed dives into the real story behind traditional retirement plans and the options most people overlook. From the origins of the 401k to understanding the limits of IRAs, Wade unpacks the often misunderstood world of qualified plans and explains why th…
  continue reading
 
In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to moder…
  continue reading
 
In the smallest increase since 2021, the Social Security Administration has set the 2025 cost-of-living adjustment (COLA) at 2.5%. Today's Stocks & Topics: WDS - Woodside Energy Group Ltd. ADR, Market Wrap, QQQM - Invesco NASDAQ 100 ETF, 2025 Social Security COLA Announced: What Retirees Need to Know, BTG - B2Gold Corp., PBI - Pitney Bowes Inc., Ch…
  continue reading
 
Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/ Chapters 00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Developm…
  continue reading
 
Send us a message! In this special mid-season bonus episode, guest host producer Stevie is here to showcase Matt's Top Tips from Season 1, episodes 5 to 8. These episodes are jam-packed with excellent advice from regular hosts and "The Protection Coach" Matthew Chapman, so get stuck in and caught up ahead of Season 2. We are also asking for your th…
  continue reading
 
Costco is well-positioned for ongoing success as it is experiencing impressive growth, largely thanks to its booming e-commerce sector and the rising demand for convenience among shoppers. Today's Stocks & Topics: REZ - iShares Residential & Multisector Real Estate ETF, Market Wrap, WMS - Advanced Drainage Systems Inc., SSNC - SS&C Technologies Hol…
  continue reading
 
In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversatio…
  continue reading
 
Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financia…
  continue reading
 
In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware …
  continue reading
 
The rules around advising on sustainable investments are changing as the FCA is introducing its SDR regulation. But how do advisers tackle the topics of sustainability and ESG investing with their clients? FT Adviser's Amy Austin speaks to Toby Band, financial planning director at First Sentinel Wealth, and Kate Elliot, head of ethical, sustainable…
  continue reading
 
Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts. Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon…
  continue reading
 
Jimmy Lin, CA, Risk and Business Valuation Specialist For Proficio: https://proficio.co.nz/business-valuation-home/ Chapters 00:00 Understanding Business Valuation 03:03 The Role of Intangible Assets 06:10 Valuation Process and Methodologies 09:12 Preparing for Business Sale 12:00 The Importance of Accurate Financials 14:53 Market Trends and Valuat…
  continue reading
 
In this episode of Just Covered, Hazel and Wayne invite Legal & General Performance Manager, Barry Kellegher. Unlike many, Barry has a unique perspective on customer protection, having been on both sides of the fence. He talks honestly about how his personal health crisis has transformed his outlook on life, death and critical illness cover. And mo…
  continue reading
 
Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals. (Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.) Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt …
  continue reading
 
Tax is arguably the biggest expense ever in our entire lives, and we often deal with it strategically by hiring a CPA. Is this the right thing to do? Wade Reed answers this question by breaking down the actual practice and specialization of a Certified Public Accountant, helping you determine whether or not you require their expertise. Weed also di…
  continue reading
 
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Con…
  continue reading
 
Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings. Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dolla…
  continue reading
 
Avinash Kumar: “I help people get covered | Coconut Lover | LinkyLand Junkie | Financial Advisor | Expert in Insurance”: https://haloadvisers.co.nz/ Chapters 00:00 The Journey Begins: From Debt Collection to LinkedIn Success 03:00 Building a Personal Brand on LinkedIn 06:01 Transitioning to Insurance: Challenges and Triumphs 08:58 The Art of Connec…
  continue reading
 
Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning. Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS -…
  continue reading
 
Yang Gu is a father, a husband, a business owner, a leader, a strategist and an insurance legend: https://www.yourgeneration.co.nz/ Chapters 00:00 Creating Unforgettable Client Experiences 03:08 Tailored Advice and Understanding Client Needs 05:58 Navigating Objections and Value Perception 09:08 Engaging Multiple Decision Makers 12:03 Building Rapp…
  continue reading
 
Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity. Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasur…
  continue reading
 
Loading …

Skrócona instrukcja obsługi