Investment Analysis and Advice
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. EI will continue to ...
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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Hi, This is Rohit and I am a Stock Trading Coach. I am a CFA Charterholder (USA), a Dale Carnegie Certified Trainer and a Stock Trader.
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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David Nelson launches The Money Runner. In the end money touches everything. The show will take on topics that resonate from Wall Street to Main Street and of course Washington.
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Welcome to My Worst Investment Ever podcast hosted by Your Worst Podcast Host, Andrew Stotz, where you will hear stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Your Worst Podcast Host, Andrew Stotz, Ph.D., CFA, is also the CEO of A. Stotz Investment Research and A. Stotz Academy, which helps people create, grow, measure, and protect their wealth. To find more stories like this, previous ...
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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India's Leading Finance & Investing Podcast Through The Voice Of Harsh & Aditya Goela from Goela School Of Finance. Team of CFA | MBA | CA | 1Million+ Following across Youtube and Instagram
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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We speak to exceptional individuals to uncover deep insights into business, entrepreneurship, personal growth, investing, and multidisciplinary thinking. Learn how to improve your finances, find better investments, and pursue authentic lifelong growth, wisdom and happiness. Ken Majmudar, CFA is a Harvard Law grad and founder of Ridgewood Investments.
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Welcome to Sal Daher, CFA, where amazing things happen.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
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Audio lessons on shift leadership at CFA Milford Plaza, covering both Front-of-House and Back-of-House.
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An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
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The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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The official podcast of the California Faculty Association. Your place for union news, insights and solidarity. More info: https://www.calfac.org/radio-free-csu
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Join Kevin Freeman, the host of Pirate Money Radio, where he talks about the issues of the day and how they apply to money and the economy through a biblical lens. In each episode, Kevin dives into how the geopolitics, markets, and cultural trends impact you and what you can do about it! Kevin Freeman, CFA, is the nation's foremost economic warfare expert and a NY Times bestselling author. The Pentagon hired him to explain the 2008 financial crisis and has briefed virtually all the three-let ...
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Deal Flow with Michael Pouliot, CFA, CAIA serves as an authoritative platform dedicated to the intersection of real estate and advanced technologies, such as AI and machine learning. Focusing on B2B private equity real estate within the middle market. Deal Flow aims to foster thought leadership by engaging with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate investments through innovative technology applications. By providing deep insights i ...
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On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
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Review Powerpoints for Basic Biology
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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 ...
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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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Behind every pioneering idea, method, and device is a fellow human or humans. A trailblazer who is daring enough to ask the questions that push the boundaries and make the impossible possible. Host Sharon Kedar, MBA, CFA, talks with these change agents on the Innovate and Elevate podcast. In each episode, you hear from top doctors, scientists, leaders, and innovators on how they are trailblazing within the world at large and within their own lives. As the co-founder of Northpond Ventures, a ...
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This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
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This is a podcast for retail investors who want to achieve financial freedom through TechnoFunda Investing Process. Hosted by Vivek Mashrani, CFA. Disclaimer: This is for educational purposes only. Investments in securities are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.
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I am a university professor, textbook author, and Chartered Financial Analyst (CFA) charterholder. I am recording a series of episodes explaining international finance topics for my students. If you are taking an international finance course or simply want to learn more about international finance, you can listen to these to get an overview of some key topics.
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Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjiman Graham, host Rick Ferri
Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.Door Rick Ferri, CFA
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Upcoming Tax Changes and How You Should Plan for Them
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The clock is ticking on the 2017 Tax Cuts, and big changes are looming. In this episode, Tyler Emrick, CFA®, CFP®, breaks down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025. We dive into the original intent behind these cuts, what changes were made, and the impact on your bottom line. Learn how the expiratio…
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Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy? Have a listen to find out
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Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks
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Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks …
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Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey
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Hear from a CFA Chaterholder whose path began in middle schoolDoor CFA Society New York
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Video Library: rohitmusale.com/videos
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Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
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In this episode, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In his role, Paul oversees 529 and ABLE market data, research, events and digital products and services for institutional clients, including the 529 Conference. Also, an Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders w…
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Mortgage Rates Were Supposed to Come Down. Instead, They're Rising
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Several key factors contribute to persistently high rates, including inflation concerns, Federal Reserve monetary policies, and broader economic uncertainties. Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, IBM - International Business Machines Corp., Market Wrap, ICLR - Icon PLC, RCL - Royal Caribbean Group, Mortgage Rates Were Supposed to Come …
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Enrich Your Future 18: Build a Portfolio That Can Withstand the Black Swans
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 18: Black Swans and Fat Tails. LEARNING: Never treat the unlikely as impossible. Diversify your portfolio to withstand black swans. “If you build a portfolio that can wi…
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Jamie Hopkins on Preserving Legacies, Digital Asset Challenges, and Modern Estate Planning Strategies
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Discover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared a…
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We're Launching a NEW SHOW!
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We're launching a brand-new show! While we can’t share all the details just yet, we can tell you this: we are SO excited. And here’s the best part—you can be a part of it! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube …
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Residential Real Estate - Episode 74
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This week, Jason and Mac discuss what you need to know if you’re ready to sell your residential investment property. Maybe managing your rental property has lost its charm, or you rarely visit your vacation property. Or you could be enticed by current attractive market values. Learn about rental property depreciation, investment options, how to man…
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This week, Will and Adam discuss how markets typically respond to the election cycle, and the importance of staying committed to the long-term view when it comes to investing. We also do a deep, some may say submarine, dive on the phenomenon causing some of the extreme weather we are seeing, and compare this type of explosion and its effects to how…
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Ed Yardeni on US Market Resilience, Tech Concentration Risks, and Inflation-Ready Portfolios
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Renowned economist Ed Yardeni joins me on Lead-Lag Live to unpack the roaring market trends and economic shifts of our time. Known for his bullish perspective, Ed sheds light on the resilience of the US economy, drawing fascinating parallels to historic periods like the 1920s and 1990s. We explore why expansions often last longer than recessions an…
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Red Zone Playbook: My Tough Day with Newmont and Tesla
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Money Runner, host David Nelson, CFA, dives into a volatile day in the markets, discussing his experiences with two major stocks: Newmont Mining and Tesla. Hit from both sides being long Newmont and not owning Tesla made for a bad day. "That's the world we live in as an on the line portfolio manager." You have days like this. We all do." David also…
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Keith Dicker on Canadian Equities, Economic Challenges, and Portfolio Diversification Strategies
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Discover the layers of modern investing with Keith Dicker, founder and Chief Investment Officer of IceCap Asset Management, as we navigate the volatile world of Canadian equities and their global counterparts. Keith unveils the complexities of portfolio diversification beyond the traditional 60-40 split, urging investors to embrace a mix of cash, c…
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Free Speech is the Real Battle for Democracy
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Join Kevin Freeman and Mike Carter as they delve into the heated debate over whether free speech or political figures pose a greater threat to democracy. Analyzing recent vice-presidential debates and media censorship, they highlight startling revelations about government collusion with big tech to control public discourse. Discover the implication…
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How to Set Up an Effective Allowance System for Your Children
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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…
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David Stockman on Reaganomics' Legacy, Fed Policy Challenges, and Future Economic Prospects
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Explore the complexities of modern capitalism with our insightful guest, David Stockman, the former budget director under Ronald Reagan. Discover how the legacy of Reaganomics continues to shape our economic landscape, as Stockman sheds light on the successes and failures of past fiscal policies. We're tackling the pressing challenges of federal de…
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Why Most People Don’t Invest (And Why They’re Wrong!)
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Fear plays a fascinating role in our lives, and our finances are no exception. One common fear that we see all the time that makes us so sad is the fear of investing. We know that wealth-building is available to everyone. However, so many people are missing out on getting started and investing their dollars because they are scared - or simply don’t…
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US Set to Restrict AI Investments in China
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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…
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SAVE was brought to court to stop it. However, todays hearing implies there are major changes coming to PAYE as well. Student loan forgiveness may not be taking place for a number of plans. Be sure to listen to this update if you are currently on an income-driven repayment plan. Get Expert Student Loan Help: https://www.fitbux.com/student-loan-plan…
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Episode 295: Money Talk 1290 - Chris Tapia, Owner of Express Dent & Paint
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Listen to Chris Tapia, Owner of Express Dent & Paint
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Fast Builds and Green Living with Chris Raley, President of Sustainable Construction Group
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Chris Raley, President of Sustainable Construction Group, to…
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Michael Taylor on Bridging Science and Finance, Breast Cancer Philanthropy, and Healthcare Investment Innovations
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Michael Taylor, PM of the Pink Fund, shares his extraordinary journey from the lab to the world of finance, bringing a unique perspective on investment strategies in the healthcare sector. With a background in molecular biology, Michael has transitioned successfully from a gene therapy scientist to a key player in healthcare finance. Learn how his …
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Estate planning often seems like a task for older generations, but Chace Campbell, an experienced attorney, offers a different perspective. In a recent episode of Intelligent Money Minute, Chace […] The post When Should Someone Start Thinking about Estate Planning? appeared first on Intelligent Investing.…
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What Happens When You Pay Off Your Mortgage?
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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…
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Gary Brode on Inflation Causes, China's Economic Impact, and Uranium's Energy Future
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Join me, Michael Gayed, as I sit down with seasoned investor Gary Brode to tackle some of the most pressing issues in the financial world today. How effective are current regulations in the fight against foreign money laundering, and what role does Senator Elizabeth Warren play in this landscape? We dissect the effectiveness of fines and discuss po…
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Does Budgeting Actually Work?
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"Question about budgeting - A few episodes back, Bo mentioned that how he doesn’t do budgeting anymore but cash management. How does that technically work? Just know how much left to spend each month?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals fas…
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Master Medicare with These 6 Simple Steps
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Learn how to master Medicare and get the coverage you need at the best rate available. Too many people are guilty of making Medicare either too complicated or too simple. How do you find that middle ground? Last week’s episode of “Retirement Revealed” with Melinda Caughill was an extensive deep-dive into Medicare that provided impactful information…
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2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments
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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…
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Episode 149: The Various Aspects of Tax Planning
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In this episode of 'Retire with Style', Wade and Alex delve into various aspects of tax planning, focusing on strategies such as front-loading taxes, tax loss harvesting, and deduction bunching. They discuss the implications of tax filing status changes, particularly for surviving spouses, and the impact of the Secure Act on inherited IRAs. The con…
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Money Talks| retirement savings plans
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Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we discuss retirement savings plans and answer several listener questions. Hosted on Acast. See acast.com/privacy for more inform…
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Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now
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Today, Rusty and Robyn are joined by Saira Rahman, Vice President of New Investor Initiatives at Fundrise. Saira is a board advisor and speaker with 17 years of experience in strategy, payments, modeling and forecasting, financial reporting and interest rates. She believes in effective leadership through cross-functional collaboration, clear commun…
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Grocery Prices Are Down Since 2019—So Why the Frustration?
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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 …
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Enrich Your Future 17: Take a Portfolio Approach to Your Investments
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In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 17: There is Only One Way to See Things Rightly. LEARNING: Consider the overall impact of investments rather than focusing on individual metrics. "There is only one righ…
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