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Poor financial management is as fatal to your business and personal wealth as a photo of your parents on the bedside table is to your libido! If you want to protect the heart of your financial well being and get it to show you more love, you must understand and learn to prevent the most common causes of financial failure. Financial Foreplay® is the antidote to these lethal killers.
 
Essentials of Corporate Financial Management podcasts have been recorded by Kevin Boakes of Kingston University. These podcasts accompany the textbooks Essentials of Corporate Financial Management and Corporate Financial Management by Glen Arnold, which are published by Pearson Education.
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Phil Zeltzman, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles a ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Whether you are in a private practice, employed by a hospital or corporate business, the financial matters, tax planning, employee management, and health-care compliance have become monumental tasks and concerns. The Business Management Show’s objective is provide you with information that will help you manage your business and lead your team so that you can better care for your patients and your family. The insight of the industry experts on this show will bring practical, indispensable, in ...
 
Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
 
Welcome to Minority Wealth Management, hosted by Jehron Petty and Liana Dominique. MWM's mission is to redefine wealth for the minority community and beyond through financial education and social commentary. While our Youtube channel may contain more content around financial education, here is where you'll get more social commentary from us. We'll share our conversations, meetings, personal rants, and more! Support this podcast: https://anchor.fm/minoritywealth/support
 
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I add bookkeeping as an additional service as a Virtual Assistant? How can I start an online virtual bookkeeping business? And most importa ...
 
Relevant updates regarding your tax liabilities and tax deduction opportunities.About our firm:We are both a CPA and CTC (Certified Tax Coach) firm. -The CPA part lets you sleep safe at night that you are compliant, the CTC means we are always looking for tax savings while maintaining compliance. Our goal is to save you more in taxes than our fees. Published author: Mike helped co-author ‘Writeoffs to the Rescue! -‘Most business owners simply are not aware of all the strategies you can use t ...
 
How do I grow my small business? How do I go from being a solopreneur to growing and scaling a sustainable business that gives me a lifestyle I love and gives me more freedom and time. How do I play a bigger game and impact more people? -------- Welcome to the HerBusiness podcast. I’m Suzi Dafnis, CEO at HerBusiness - the most collaborative community for women growing and scaling a business. This podcast is designed to help you create your IDEAL business one that lets you live the lifestyle ...
 
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show series
 
She’s known as “The HIPAA Chick” on social media and is an expert at all things HIPAA. On this episode of the Dentist Money™ Show, Ryan interviews Danielle Mckinley of PCI HIPAA. Many dentists think protecting patient information is easy, but they aren’t considering cyber threats, the potential for human error, or the complexity of having vendors w…
 
Building trust has always been important in business, and COVID-19 has served to highlight it, according to leadership and workplace culture expert Liz Lugt. In this interview, Lugt sets out the elements of “vulnerability-based trust” and how finance leaders can focus on being effective rather than only efficient. Lugt is speaking at the upcoming A…
 
In this episode of Whole Life Stewardship Ashely offers his view on the current state of financial markets and their future, tips concerning fasting for health benefits, and the importance of faith on your health.由Ashley Hodge, Certified Financial Planner
 
If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas: Invite clients to regularly reach out versus waiting for a set meeting Encourage them to…
 
May 13 – FS Insider welcomes Woody Preucil, senior managing director at 13D Global Strategy and Research, to discuss the main trends and technologies forming the next stage of the internet: Web 3.0. Woody lists some of the companies and services that are currently building...由fswebmaster@financialsense.com (Financial Sense)
 
You're 401(k), if you're like anyone else, is likely your largest asset. If it's not now, it probably will be in the future. What happens to that 401(k) when you change jobs? Should you do Roth or traditional contributions? Join Dean Barber and Bud Kasper as they discuss your 401(k), your largest asset.Get the 401(k) Survival Guide and schedule you…
 
May 12 – FS Insider welcomes Adam Rozencwajg, managing partner at Goehring and Rozencwajg, to discuss both the demand and supply story for higher copper prices in the years ahead. Adam also provides some suggestions for how investors may want to invest in this space...由fswebmaster@financialsense.com (Financial Sense)
 
Dentists who digitally transform their dental practice with cloud-based software can operate more efficiently and profitably. What does this mean? It’s a system of resources without direct active management by the user, which means more time to focus on your practice. On today's episode of The Art of Dental Finance and Management podcast, Art meets…
 
You made the leap; you took the jump, or you stepped off the cliff. No matter how you say it, you are now invested as an entrepreneur and have your very own business. These are exciting times for you. You are finally able to make the impact you have waited so long to make. It is your dream come true, but now that you are there, what can you do to m…
 
May 11 – FS Insider welcomes Justin Smyth at Nextbigtrade.com to discuss Stan Weinstein's stage analysis trading strategy, what it's saying about the market currently, as well as the areas of the market that are seeing the biggest 'stage 2' breakouts on high volume with large participation...由fswebmaster@financialsense.com (Financial Sense)
 
May 10 – The RV and van life is soaring in popularity. So much so that some RVs and popular vans now sell for a premium, which was largely unheard of in the past. In today's podcast, we discuss the basics of living the RV and/or van life with Marc and Julie Bennett from RV Love...由fswebmaster@financialsense.com (Financial Sense)
 
During this episode, we explore what agile means within the context of financial services and the role that agile methodology has to play in the design and delivery of digital experiences and why agile is more than just a buzzword used in software development. During this interview, we also covered: Why agile is more than just a buzzword The debate…
 
Cyber security poses a very real and significant threat to both individuals and businesses yet very few are actually prepared for the gravity of this threat. Today’s episode is an expose of the scary facts that most victims wish they had known and appreciated before their worst nightmare came to fruition. I want to start by first painting a clear p…
 
Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management firm. In this episode of the show, Scott shares his process for identifying and completing acquisitions as well as the personal growth journey he has undertaken as the firm has grown.…
 
With tax increases and estate exemption decreases on the horizon, Bob Keebler walks you through several ways that Roth conversions may be beneficial sooner rather than later in this episode of the PFP Section podcast. Some ideas shared include: The advantages of Roth IRAs for those who will owe estate tax What to think about for clients with lesser…
 
The last thing you want after you retire is to have regrets. Join Dean Barber and Bud Kasper as they discuss retirees sharing their biggest retirement regrets. They'll help you make sure that you don't have those same regrets in retirement.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup…
 
Last month my home was the feature story in Australian House & Garden, the leading home design magazine in the country. Pretty cool, yes? The house looks fantastic, and the story was ten pages of prime real estate in a magazine with hundreds of thousands of subscribers. Plus, we got some bonus exposure when they decided to do a question, and answer…
 
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to th…
 
Governments around the world are tightening anti-money laundering regulations and increasing noncompliance penalties. Management accountants are at the frontlines of money laundering risk. In this FM podcast episode, Matthew Russell, a London-based financial crime partner at PwC, discusses how finance professionals can address the changing anti-mon…
 
Home based and online businesses are popping up everywhere. More and more people are looking at starting their own business now more than ever. Whether you decide you want to be a full-time entrepreneur, you are looking for a side hustle gig, or you are a stay-at-home parent looking for some extra income, each of these can lead to an exciting time,…
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, reporter Andy McLean interviews FSC CEO Sally Loane. They discuss the highlights from the Summit, and more,…
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, our roving reporter Andy McLean caught up with Carly Van Den Akker from Swiss Re, to discuss the topical issue of me…
 
Guest: Bob Keebler, CPA/PFS On Wednesday, April 28th, President Biden gave his first congressional address. As part of his plan for the nation, he proposed a long term capital gain rate of 39.6% for households with income over 1 million, restoration of the top marginal tax rate of 39.6% for those earning over $400,000, and elimination of the step u…
 
We asked Jamie O’Kane, Certified Public Accountant and Certified Tax Coach, about her experience working as a tax strategist (with vets in particular), common questions, mistakes, and lessons she has learned. Jamie is the owner and operator of Abundant Beans Tax & Accounting and the host of The Abundant Beans Podcast. - What is a Tax Strategist? - …
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, we tackle the regulatory landscape. During the Summit, our podcast interviewer Andy McLean caught up with two indust…
 
Terence shares some thoughts on these two stumbling emotions that wreck havoc. Every week he talks to folks who don't know what to do OR don't know where to do it OR keep looking for the next best thing.Procrastination kills more dreams then getting it wrong and Fear holds more people back then it should.What do you want to acheive, how will you ac…
 
We’ve been talking a lot in the last few episodes about cash flow and working capital, and the important (and often misunderstood) distinction between the two. And cash should be top of mind for everyone right now as we know from experience that going into the pandemic last year 50% of business owners only had 16 days of cash reserves (and 96% of a…
 
“It’s insane to think that every time you have a slowdown in the economy or the stock market, you can just print, infinitely more money and expect it to go away. This is a dead economy revived only by endless money printing. And it will not end well”. So claims our guest this week, Mr. Harry Dent, on Retirement Lifestyle Advocates radio. Your host,…
 
Apr 30 – Ryan Puplava gives this week's market wrap-up. "Bullseye" Craig Johnson, who gave the most bullish forecast for the S&P 500 this year, explains how he wasn't bullish enough. Lastly, Jim Bianco joins Financial Sense Newshour...由fswebmaster@financialsense.com (Financial Sense)
 
Guest: Bob Keebler, CPA/PFS In preparation for a potential cap on itemized deductions and restoration of the pease limitation for those with taxable income above $400,000, Bob Keebler covers what to be considering for 2021 planning with clients, including: Client scenarios that will make timing ramifications significant The cap on retirement benefi…
 
Welcome to this podcast mini-series from the Financial Services Council. In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, we tackle a crucial issue for the industry – sustainability. During the Summit, our reporter Andy McLean caught up …
 
When was the last time you took time away from your usual environment? With COVID having put the brakes on any major travel, many business owners have been working harder than ever without a break. With so many working from home, it means that you're in the same environment day in, day out. This COULD be stifling your creativity and ability to have…
 
On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion on how to keep all of your practice ownership pieces lined up. From preparing for unforeseen physical emergencies to making sure your staff knows how money flows through your practice to why you need mentors who are within …
 
Alnoor Bhimani, Ph.D., professor of management accounting at the London School of Economics, thinks the finance and accounting profession has yet to fully understand the sweeping implications of today’s digitalised business models and operations. In this episode of the FM magazine podcast, he shares key findings from his new book, Accounting Disrup…
 
On today's episode of The Art of Dental Finance and Management podcast, Art meets with Dennis Kushner, principal of Fordham Road Collaborative Group. Art and Dennis discuss national and global economic issues affecting dentists including: • Inflation • Interest rates • Pandemic challenges • Global influences • Potential tax legislation • National d…
 
We’ve all heard how important it is to have an emergency fund for our personal finances. There may be a time when your car needs repairs, or you lose your job, or maybe you have an unexpected expense pop up. When you have an emergency fund set up, you are able to dip into it when you have these emergencies in your personal life, but what about in y…
 
Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIAs, and independent financial advisors to navigate business transitions and achieve new levels of growth through the use of data and platform-based solutions.…
 
Working capital is one of the most difficult financial concepts to grasp for most small-business owners. The fact that it can be calculated in a few different ways only adds to the confusion. By definition, working capital is the amount by which current assets exceed current liabilities -- and it can be calculated several ways: current assets - cur…
 
This week Ashley interviews David Kaye, the Assistant Athletic Director for Communications at Baylor University. Not only does David discuss his experience in the military and decision to selflessly donate a kidney to a friend, but he also gives an inside look into a championship culture built on Christian principles.…
 
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