Podcasts about Allocation

Connor Teskey is the new CEO of Brookfield Asset Management, one of the world's largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit.  In this exclusive in-depth interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth. Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk while maintaining upside potential, and the key insights he gained working alongside Bruce Flatt. This discussion goes beyond investment strategies, offering a glimpse into Connor's perspective on decision-making in an uncertain environment, mentorship, culture, positioning, and talent. It's a rare inside look at the operations of one of the world's most tight-lipped firms. Enjoy!  ----- Timestamps: (00:00) Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06) Your Work Ethic is in Your Control (17:30) Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal Come to Be? (29:34) Taking Bets Against Consensus (32:00) What Happens Post Business Acquisition? (40:44) Ad Break (41:55) Lived Experience Through Crashes (43:44) Where Does Talent Matter the Most at Brookfield? (47:10) Identifying Talent (58:18) Using AI to Increase Value Not Cut People (01:01:58) When Was Brookfield the Underdog? (01:03:38) Personal Ambition Over the Next 20 Years (01:10:34) Behind The Scenes of Oaktree (01:15:17) Work and Life Harmony (01:17:54) Time Allocation (01:19:58) The Most Fun Deal to Work On ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Connor Teskey: LinkedIn: https://www.linkedin.com/in/connor-teskey-67931326b/?originalSubdomain=uk ------ Thank you to the sponsors for this episode: +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes: https://notes.granola.ai/t/b0c2c94e-a330-4f0f-a62d-beb3c946a539-009c2hma +Download The League App today and find your perfect match! https://click.theleague.com/qmhm/0vdzsmj5 +Shopify: https://shopify.com/knowledgeproject Learn more about your ad choices. Visit megaphone.fm/adchoices

This deep dive explores the complex and foundational Erie Doctrine in federal civil procedure, covering its historical evolution, key cases, and modern analytical framework. Perfect for law students and legal practitioners aiming to master the balance of federal and state law.Most law students dread the eerie doctrine — often the most intimidating topic in civil procedure. But what if mastering it could unlock your highest exam scores? Imagine transforming this complex, fearsome concept into a crystal-clear decision tree that demystifies federalism, federal court limits, and the true boundaries of judicial power. This episode reveals the structured framework behind the Erie Doctrine, turning insurmountable confusion into strategic mastery.We begin by unpacking the core constitutional challenge Erie addressed: how federal courts navigate the delicate federal-state law balance after jurisdiction is established. Once jurisdiction hurdles are cleared, the final question emerges — whose law governs? This isn't just about procedural rules; it's about safeguarding federalism and preventing federal courts from overstepping their constitutional bounds. Learn why Erie rejected the Swift era's federal common law and reasserted states' sovereignty over substantive law, cementing the principle that federal courts must respect state law unless a federal rule or statute explicitly applies.Delve into the layered hierarchy of laws: the Constitution sits at the peak, followed by federal statutes and rules, then state substantive law, and finally, federal procedural rules at the base. We break down the pivotal tests: the Rules Enabling Act (REA), which validates federal rules if they regulate procedure without affecting substantive rights; and the twin aims of Erie — avoiding forum shopping and ensuring equitable law administration. Discover the historical flaws of outcome determinative and the refined, flexible approach introduced by Hanna and subsequent cases, which impose a careful, structural balance.You'll uncover the two critical tracks in Erie analysis: Track One, when a federal rule or statute directly conflicts with state law, where the REA controls; and Track Two, which involves assessing whether applying federal practice encourages forum shopping or inequities, using the modified outcome determinative test and the balancing framework from Byrd and Hanna. Our decision tree toolkit offers a step-by-step process, empowering you to evaluate any fact pattern confidently and avoid common pitfalls like mixing procedures and substance or misidentifying the appropriate track.The episode also tackles nuanced issues: federal common law's limited scope, how to handle novel state law issues through predictions or certification, and the layered hierarchy guiding judicial deferment. Plus, we explore a paradox — federal judges sometimes influence state law via Erie's dialogue, raising questions about federal-state interactions that could seem almost paradoxical.Perfect for exam takers, practitioners, and law lovers alike, this episode transforms daunting doctrine into an accessible, strategic tool. Master the Erie Doctrine's architecture, understand its constitutional heartbeat, and confidently navigate federal versus state law questions — all in one comprehensive, actionable guide.Whether you're preparing for the bar, tackling civil procedure, or just love understanding the architecture of our legal system, this episode provides the clarity and confidence to dominate Erie. Don't just memorize rules — understand the structure, so you can apply it seamlessly under exam pressure or in practice.Key TopicsErie Doctrine and its constitutional basisHistorical evolution from Swift v Tyson to Erie Railroad v Tompkins Erie Doctrine, Federal Civil Procedure, Federalism, Swift v Tyson, Hanna v Plumer, Rules Enabling Act, Outcome Determinative Test, Twin Aims, Federal Common Law, Legal Analysis

When it comes to the low-income housing tax credit (LIHTC) allocation and underwriting, it's critical to have a thorough understanding of the basics. With the Spring 2026 Novogradac LIHTC Allocation and Underwriting Basics Course on the horizon (every Thursday from March 26 to April 30), Michael Novogradac, CPA, and course instructor'Mark Shelburne dive into LIHTC basics. Novogradac and Shelburne discuss the course and the topics it will cover, including eligible basis and boost, applicable fraction and tax credit rate, equity investment and qualified allocation plans on a week-by week basis. The pair also shout out the various instructors that will lead the training alongside Shelburne. The episode concludes with a discussion of Novogradac LIHTC services and the upcoming Novogradac 2026 Affordable Housing Conference, May 7-8 in San Deigo.

Casey O'Quinn is the founder of Gravity Digital, a family-owned marketing agency that has served direct-to-consumer family businesses for 25 years. He works alongside multiple family members including his father, wife, sister, cousins, and in-laws across several ventures including the agency, healthcare, and real estate. Casey built his firm on a unique revenue-share model where his team only gets paid when clients grow, challenging the traditional agency retainer approach.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Casey O'Quinn, founder of Gravity Digital, a family-owned agency serving family-owned DTC brands for 25 years, about marketing as capital allocation that can drain family wealth and strain relationships when spent on vague retainers without measurable return. Casey contrasts traditional hourly/retainer agency models with Gravity Digital's revenue-share approach, where the agency is paid only on growth above a baseline, aligning incentives and enabling investment in creative, websites, and testing. They discuss protecting “the family farm,” handling generational risk tolerance, patience and education around digital channels, and a “seven-figure blueprint” formula (customers × frequency × average order value) emphasizing ads for scalable acquisition, email/SMS for repeat purchases, and upsells for AOV. Key metrics include new customer acquisition cost, lifetime value, new vs returning customers, and cautious use of ROAS amid attribution limits, plus integrating marketing into EOS scorecards and quarterly testing.KEY TAKEAWAYSFamily before business: Make a commitment to walk away from the business before letting it damage family relationships—this principle forces better conflict resolutionRevenue share model: Align agency incentives with client outcomes by only getting paid when clients grow, rather than fixed retainers that don't ensure resultsMarketing as investment: View marketing spending through the lens of capital allocation and ROI, not just as an expense line itemNAC is critical: Understanding your New Customer Acquisition Cost and being willing to spend MORE than competitors (while staying profitable) is how you win at scaleSimple growth formula: Revenue = Customers × Frequency × Average Order Value. Focus on these three levers systematicallyTest before committing: Start with small tests and let data drive decisions rather than assumptions, especially when navigating generational disagreementsFailure is feedback: Marketing experiments that don't work aren't failures—they're learning opportunities to "fail forward"Patience + transparency: Success in family business marketing requires educating all generations, managing different risk appetites, and showing early wins to build trustQUOTES"We would walk away from the business before we let it come between us." — On family business priorities"He who is willing and able to spend the most to acquire a customer wins." — On competitive advantage in customer acquisition"Good marketing can't fix a bad product." — On fundamental business requirements"The cheapest customer you'll ever get is the one you already have." — On the value of repeat business and frequency"Marketing and innovation produce results. Everything else is just a cost." — Peter Drucker quote on business fundamentals"Protect the family farm—that's the family business." — On preserving generational wealth and avoiding capital drain"Failure is just feedback." — On reframing marketing experiments"Marketing is half art, half science, half left brain, half right brain." — On the dual nature of effective marketingConnect and learn more about Casey O'Quinn.https://www.linkedin.com/in/caseyoquinn/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

The Go Radio Football Show: March 10th, 2026. PLAY and HIT SUBSCRIBE, and NEVER miss an episode! Paul Cooney is joined by Peter Grant and Craig Moore for a packed episode that mixes analysis, debate, fan calls, and big voices from across the game. Old Firm Chaos & Immediate Fallout Martin O'Neill gives a powerful, candid reaction on TalkSport — balancing the joy of victory with concern over fan behaviour. The hosts debate whether bigger away allocations are still viable after the pitch invasions. Listeners call in with strong — and sometimes surprising — solutions. The Policing & Stewarding Row Chief Superintendent comments spark huge backlash. Fans argue policing was “wholly inadequate” and stewards overwhelmed. Callers weigh in with decades of matchday experience. The Actual Football (finally!) Celtic's depleted squad delivers a gritty, defiant performance. Rangers dominate in possession but fail to convert — why? Debate over Mikey Moore's substitution, Tavernier's role, and Danny Rohl's game management. Mentality, Momentum & the Title Race Celtic's resilience under massive strain. Rangers' improvements under Rohl — but are they title‑ready? Hearts tipped by Craig Moore as title favourites. Motherwell's season‑defining moment and St Mirren's cup charge. Caller Fireworks Highlights from passionate callers including: Josh applauding Celtic's defensive steel. Duncan insisting Celtic & Rangers should be shipped to England(!) Robert calling for red cards when players jump into crowds. Dave urging an end to the hysteria and a return to proper policing. The Rangers Fans' Advisory Board Statement The panel break down the new statement blasting Police Scotland — and ask the hard question: Where is the accountability on both sides? Looking Ahead Fixture predictions The next big flashpoints Who has the easier run‑in — and who could blow it? The Go Radio Football Show, weeknights from 5pm-7pm across Scotland on DAB, YouTube, Smart Speaker - launch Go Radio - and on the Go Radio App. IOS: https://apps.apple.com/gb/app/go-radio/id1510971202 Android: https://play.google.com/store/apps/details?id=uk.co.thisisgo.goradio&pcampaignid=web_share In Association with Burger King. Home of the Whopper, home delivery half time or full time, exclusively on the Burger King App  https://www.burgerking.co.uk/download-bk-app. Watch the Replay on YouTube: https://www.youtube.com/live/RVQO8qjJ6t0?si=fFy-N1K0k1OX6jD0  For more Podcasts from Go Studios, head to: https://thisisgo.co.uk/podcasts/ Facebook: https://www.facebook.com/share/1ATeQD...   

Are rentals still delivering what you invested for? Are they stronger today than yesterday, or are the tradeoffs getting bigger?On the Not Your Average Investor Show, Gregg Cohen and Pablo Gonzalez are turning a Summit keynote into a practical conversation focused on one thing: how to make better rental property decisions right now. ✅ The Promise of Rentals Today: What rental properties still do well in this market and what's changed.✅ Decision Filters That Matter Now: How to make confident buy or hold decisions without relying on predictions.✅ Asset Class Lens: How to judge rental properties on fundamentals instead of headlines.✅ Your Next Best Move: The clearest factors to weigh before you add your next rental property to your plan.When you step back and look at rental properties through the right lens, you stop reacting and start deciding. That's what this episode is built for.Listen NOW!Chapters:00:00 Are Rentals Riskier01:43 Q2 Market Outlook03:48 Business Journal Spotlight08:28 Summit Theme Origins10:38 Five Years Whiplash14:40 Thriving Through Chaos17:47 2010 Inflection Point22:34 Boring Beats Chaos25:49 Boring Gets Better31:18 Downtown Growth Engine35:18 Downtown Momentum Feels Real36:52 The Warren Buffett Comparison43:15 Boring Investing Wins44:19 Certainty Beats Shiny Objects46:43 Passive Income Planning Tool48:36 Refinance for Property Babies54:02 Why and Meaningful Impact56:37 Homeownership Mission HomeStep01:00:04 Audience Q&A Septic to Sewer01:01:34 AI at JWB Today01:03:43 Allocation and Black Swan Strategy01:08:48 Wrap Up and Next WeekStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

In this episode, we chat with Dominic Duggan, CEO of Patriot Resources, a junior miner exploring for precious metals, copper and lithium across South America (Tassa), Zambia, Africa (Kitumba project) and in Canada. Dom has moved from the technical and operational side of mining into the CEO role, so we talk about how that changes the way you think from evaluating rocks to allocating capital and prioritising projects across multiple jurisdictions. We also get into what actually needs to be proven early to turn a project into a real development opportunity, the technical signals that justify expanding a drilling program, and why time on site often tells you more than a presentation ever can. We also discuss permitting, community engagement, capital discipline, and the kind of leader he's consciously trying to be and much more.  KEY TAKEAWAYS Engaging meaningfully with communities can facilitate permitting processes and create mutual benefits, rather than viewing community engagement as a hurdle. Patriot Resources is prioritising its Tassa project in Peru, which has shown promising results with a maiden resource of 31 million ounces of silver equivalent Before committing to larger drill programs, the company looks for specific technical signals, such as consistent mineralization and the presence of sulfides Dom aims to be an authentic and approachable leader, focusing on understanding the operations and engaging with the investor community BEST MOMENTS "We're fortunate that there's been a relationship there for a number of years with the local community, but it's certainly something that we're looking to build on and get right from the outset." "The silver price has been really well supported. We certainly share a long-term view around a new price equilibrium or floor, away from the historical lows." "There are some technical signals that the team are seeing there, like the presence of sulfides in multiple locations, sort of consistent mineralization." "I certainly want to live the experience and spend as much time with the teams and in the assets as possible." GUEST RESOURCES Website:https://www.patriotresources.com.au Email (general enquiries):info@patriotresources.com.au Email (CEO)dduggan@patriotresources.com.au LinkedIn:https://www.linkedin.com/company/patriot-resources-limited/ X (Twitter):https://x.com/Patriot_ASX VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Semaine #11. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 379 of RevolutionZ starts with some discussion of the savaging of the Iranian people before returning to our sequence of chapter excerpts from the forthcoming book, The Wind Cries Freedom to discuss experiences of education and economy in the participatory revolutionary struggles of the next American revolution. Trump represses and depots; bellows and bombs. Are we doomed to chase every new outrage, or can we build a unified movement that outlasts headlines and outmaneuvers chaos? Are we whacking moles, one by one, with us divided up like the moles are? With us atomized? Or are we united so as to collectively thrash the whole field of moles all together? One big struggle? Can we go from war talk and whiplash politics to a grounded strategy that links antiwar action, racial and gender justice, economic equity, anti-fascism, and environmental preservation into one big movement of movements to actually compound strength rather than splinter it?From that foray into foreign affairs made local, we present the 24th chapter of Miguel Guevara's oral history project. This time, he questions Bertrand Jagger, Bridget Knight, and Julius Rocker about education and then also economy. The interviewees and Miguel together discuss how universities trained obedience and optimized for fractured attentions were pushed toward a new mandate—curiosity, context, and courage. Communities opened public schools at night, turned libraries into festivals, and made classrooms into commons. Student strikes didn't just shut campuses down; they reopened them as shared spaces where teachers and students co-chaired sessions, set aims, and demanded preparation for balanced jobs that reject classist pipelines.Workplaces followed suit. Early co-ops that initially kept managerial habits learned that full irreversible transformation needs balanced jobs and self-managed decision-making. The critical breakthrough came when shops federated workers' councils, shared methods, provided mutual insurance, and spread solidarity across industries. Public services moved first, but hospitals, manufacturing, and large firms of diverse kinds developed cracks where new norms—solidarity, equity, transparency, diversity, ecological standards and especially self-management—took root.Throughout their interviews the interviewees describe their thoughts and feelings regarding on-going struggles and events. We hear about a long march through the economy to spread new remuneration norms and work roles inside firms and then to reorient allocation writ larger. Instead of markets that pit workers against consumers, and one another, we hear how councils began to plan together around need, capacity, and impact. Participatory budgeting simultaneously began to spread these habits in cities to turn policies into a public craft. The result, the interviewees explain, was a transitional landscape where two economies coexist:ed one clinging to ownership, profits, power, and spectacle, the other winning trust by delivering dignity, competence, equity, and shared voice. The discussions also address independent media, transforming institutions from the inside, and building new ones from scratch always with eyes on relentless outreach to ensure that the new can grow without being captured or bent out of shape by the old not yet entirely replaced.If building schools as commons and reconstructing jobs to only produce effectively but also ensure self management sounds like a future worth winning, perhaps hit follow and share this episode with fellow students, neighbors, friends, and/or workmates.Support the show

The March 6 edition of the AgNet News Hour featured a detailed and eye-opening conversation with Cannon Michael, President and CEO of Bowles Farming Company, about the serious challenges facing farmers on the west side of California's Central Valley. Speaking with hosts Nick Papagni and Josh McGill, Michael discussed water allocations, rising regulatory pressure, and the long-term future of farming in the state. Bowles Farming Company, based between Los Banos and Merced, represents one of California agriculture's long-standing family operations. Michael is the sixth generation of his family to lead the business, which traces its roots back to the historic Miller & Lux cattle enterprise of the mid-1800s. Today, the operation farms roughly 11,000 acres of diverse crops, including tomatoes, melons, cotton, onions, garlic, carrots, pistachios, almonds, and herbs, along with managing hundreds of acres of wetland habitat along the Pacific Flyway. Despite the operation's scale and diversification, water uncertainty remains the biggest challenge. Michael explained that federal water allocations for the Central Valley Project were recently announced at just 15 percent for west side growers, a number he described as extremely disappointing given the current reservoir levels and multiple years of favorable hydrology. The low allocation creates serious business challenges for farmers. Early season water estimates are critical for securing crop financing, purchasing seed, and planning planting schedules. Without reliable water commitments, banks may hesitate to issue operating loans, leaving farmers unable to move forward with crops even if conditions improve later in the season. Michael noted that water supply uncertainty is only one piece of the puzzle. Farmers must also navigate fluctuating commodity prices, unpredictable weather, labor costs, and increasing regulatory requirements. With so many variables outside their control, farming on the west side of the San Joaquin Valley often requires significant financial risk and long-term planning. Infrastructure investment was another major topic during the discussion. Michael emphasized that California's water system relies heavily on projects built decades ago, many of which now require significant upgrades or expansion. As the state's population has doubled since the 1960s, water storage and delivery infrastructure has not kept pace, creating ongoing conflicts over limited supplies. Despite the challenges, Michael stressed that farmers remain deeply committed to their land, their employees, and their communities. Beyond producing food, many farms contribute to wildlife habitat, education programs, and community development efforts throughout rural California. The conversation underscored a key point for California agriculture: farmers are willing to innovate and adapt, but long-term success will depend on reliable water supplies, modern infrastructure, and policies that allow farms to remain economically viable for future generations.

A quelques jours de la Journée internationale des droits des femmes et à quelques mois de la transposition en droit français de la directive européenne sur la transparence des rémunérations, nous revenons sur les résultats de l'étude Apec (Association pour l'emploi des cadres) publiés le 2 mars sur les inégalités salariales femmes-hommes. Avec un constat de taille : celles-ci persistent durablement dans le temps. Le Parlement marque une pause jusqu'au 22 mars en raison des élections municipales, ce qui n'a pas empêché le cabinet du ministre du Travail de détailler le 4 mars le contenu de l'avant-projet de loi portant création d'une allocation sociale unifiée. Nous évoquons aussi un arrêt de la Cour de cassation qui, pour la première fois, s'est prononcée sur les conditions de mise en œuvre des clauses dites « de souplesse » permettant d'avancer ou de reporter le terme d'un contrat de mission. Notre chiffre de la semaine revient sur le montant du déficit de l'assurance chômage attendu en 2026, selon les prévisions financières de l'Unédic dévoilées le 3 mars.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Mark Dailey and Mark Hamilton sit down to recap all the latest news in the world of Formula 1. Hit that subscribe button and tune in for the full, unfiltered breakdown! You don't wanna miss this!

Semaine #10. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme Court's tariff ruling and share LPL's updated strategic asset allocation guidance. Stocks responded favorably to the tariff ruling during Friday's session, locking in a solidly positive week for the S&P 500 and most global stock indexes. Tracking: #1068947

Reporter, Sally-Ann Barrett, visits St. Joseph's national school in Kinvara, Co. Galway to assess what the government's u-turn on the redeployment of SNA's means to schools.

Eoghan Kenny, Labour Party TD and education spokesperson; Derval McDonagh, CEO of Inclusion Ireland; and Antoinette Martin whose 12-year-old son has autism

Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Semaine #09. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 5mn sur nos vues macro et allocation.  Retrouvez également le SILEXpresso, et bien plus encore, sur l'app SPARK :https://go.silex-partners.com/download/my_SPARK_appHosted on Ausha. See ausha.co/privacy-policy for more information.

As fiduciaries, when we review a $1 million TSP portfolio, our first priority isn't performance — it's protecting retirement income from sequence of returns risk, inflation, and unnecessary tax exposure.”

Show Highlights: Why a co-op is a set of business lines, not "one co-op." [02:08] Assessing strategic clarity in business line optimization. [04:18] Where alignment breaks in grain, feed, agronomy, and energy lines. [08:25] Quick profiling of five co-op member segments. [14:44] Key diagnostic questions for co-op leaders to segment by line. [16:44] How legacy and inertia cause drag in co-op performance. [19:52] Capital allocation as the key signal of business line alignment. [21:27] Reality check questions for capital investment decisions. [24:46] What are the characteristics of aligned multiline co-ops? [26:54] Open invitation to leaders to share stories on the pod. [30:30] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Investing can feel complicated for a reason. In this episode, a former financial advisor breaks down how "big words" and Wall Street jargon may cause confusion, leading to decisions that aren't fully understood. We discuss common concepts like options trading, using a simple analogy to real estate contracts, and why complexity in investing may lead to middlemen who benefit from your uncertainty. We'll also explore the value of a good advisor and how they can help you avoid emotionally driven decisions during market fluctuations.This episode is not a recommendation, but rather an exploration of common practices in the investment world. It's important to do your own research and consult with a professional before making any decisions about investing.Chapters 0:00 - Why is investing so confusing?0:48 - The options trap: Why many investors might want to avoid it2:10 - A simple analogy to understand options trading7:26 - Control vs. speculation: What's the real difference?8:04 - Who benefits when investing feels complicated?9:18 - The Covid story: taxes, fear, and panic selling15:40 - Understanding asset types: stocks, bonds, and index funds20:05 - Wall Street jargon translated into simple terms27:29 - What actually matters in investing: Allocation and liquidity32:21 - Finding a good advisor: What questions to ask

Our reporter Kate Egan spoke to some of thoes affected by the measures. We also hear from Minister for Education and Youth, Hildegarde Naughton.

Jen and Matt discuss the concept of alignment over balance. They argue that striving for balance often leads to mediocrity and guilt, while alignment focuses on prioritizing and being fully present in different life areas during different seasons. They emphasize the importance of clarity, communication, and maintaining minimum standards to avoid neglecting key aspects of life. They share personal experiences, highlighting the need for intentional allocation of energy and the dangers of prolonged focus on one area at the expense of others. They conclude by encouraging listeners to reassess their current season and communicate their priorities.Listen In!Thank you for listening to this episode of Ignite Your Impact!As referenced in the show you can visit our website at phenixmethod.comJoin our Private Group at https://www.facebook.com/groups/phenixmethodbodyandlifestyletransformations for lifestyle transformation hacks that the pros use.

Aujourd'hui, Fatima Aït Bounoua, prof de français, Antoine Diers, consultant, et Emmanuel de Villiers, chef d'entreprise, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Brian Posner, a seasoned investor, operator, and board director with deep experience across insurance, financial services, and public company governance, including 15 years at Arch Capital.Brian shares how his career evolved in unexpected ways, from thinking he would become a doctor to building a foundation in finance, investing, and leadership. He reflects on his formative years at Fidelity, including working directly with Peter Lynch, and explains why understanding insurance starts with the balance sheet, then cash flow, and only then the income statement. He unpacks what great insurance investing looks like in practice, from spotting hidden leverage to focusing on tangible book value growth over headline earnings.The conversation then moves from investing to governance. Brian explains how his first board appointment at Sotheby's came about as a governance solution during a crisis, what he learned from that high-stakes experience, and why he took Henry Kravis' junior senator advice seriously: listen, pick your moments, and build influence before trying to drive outcomes. Brian outlines how he approaches joining any board like an investor, absorbing context, understanding risks, and finding the best way to add value without coming in “guns blazing.”Nick and Brian discuss what separates effective boards from ineffective ones. Brian describes the secret sauce as directors who understand the business of the business, ask great questions, look around corners, and bring deep respect into deliberation. He argues the best boards treat governance as a perpetual conversation, not four or five isolated meetings per year, and explains how chairs and committee chairs can create alignment by facilitating information flow, preparing both management and directors for the real discussion, and avoiding unnecessary surprises.Looking forward, Brian shares what boards should be paying closer attention to, including geopolitical risk, rule of law, and the sanctity of contracts, particularly critical in insurance. He also offers his view on the next generation of board leaders: breadth matters, reading and learning matter, empowerment matters, and in a fast-moving world, knowing when to slow down can be a strategic advantage. He closes with practical advice on winning that first board role by building relationships, being targeted, and using a less is more approach, often by asking the one question that reframes the decision.Connect with Brian Posner on LinkedIn to follow his work.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance Coffee House Podcast or sign up to our News and Insights.Or follow us on LinkedIn, Twitter or Instagram.Insurance Executive Search Consultants in USA, London and Bermuda.Copyright Insurance Search 2025 - All Rights Reserved.

Andrew Mclean is joined by Gordon Dalziel & Cillian Sheridan as they look ahead to tonight's Edinburgh derby, react to the news that Martin O'Neill wants to Celtic to receive the full 20% allocation for their Scottish Cup Quarter Final against Rangers and the panel discuss Danny Rohl winning Premiership manager of the month. Plus Beat The Pundit & Full Time Teaser

In this episode, Rob Field and Chet Cowart explore the parallels between training for a marathon and investing for the future, emphasizing how each investor's personal goals and circumstances shape their approach. They begin by discussing recent market trends and how growth over the past few years has affected different age groups. The hosts highlight the importance of investment goal-setting, comparing strategies for those nearing retirement to those still building their wealth. Younger investors typically seek maximum growth and are more tolerant of market volatility, viewing downturns as opportunities to buy. In contrast, those closer to retirement prioritize safety and income, often shifting toward bonds and cash to preserve capital and generate steady income. Field and Cowart also tackle topics such as portfolio construction, risk tolerance, and the differing roles of income and Social Security. They note that Social Security is funded by younger workers and question its future viability as workforce demographics shift and more people delay retirement. The conversation includes recent trends, such as a decrease in workers under 25 and factors influencing workforce participation since the pandemic. The episode offers valuable insights into lessons investors often wish they had learned earlier, including the power of savings and compounding, the importance of starting early, managing debt, automating investments, and developing disciplined financial habits. The hosts stress the significance of honest self-assessment, patience, and flexibility—much like training for a marathon. Concluding, Rob and Chet reiterate that successful investing is about time, setting clear goals, and understanding one's risk tolerance. They encourage listeners to approach their financial journey with a long-term perspective, realistic expectations, and sustainable habits. 

In this episode of The Distribution, Brandon Sedloff sits down with Michael Sidgmore to unpack the accelerating convergence between private markets and private wealth. Drawing on Michael's experience across investing, advisory, and media, the conversation explores how shifting market structure, technology, and education are reshaping distribution strategies. They examine why the wealth channel is still early in its adoption of alternatives and what that means for GPs thinking about growth beyond institutions. The discussion also highlights how evolving business models on both the asset management and wealth management sides are beginning to collide. They discuss: Why education is the primary driver of private market adoption in the wealth channel How different GP profiles should think about whether and how to pursue private wealth distribution The rise of evergreen structures and the operational and cultural demands they place on managers How consolidation in wealth management is changing allocator behavior and GP relationships Why brand, identity, and authenticity matter more than ever for alternative managers Links: Broadhaven Ventures - https://www.broadhaven.vc/ Michael On LinkedIn - https://www.linkedin.com/in/michaelsidgmore/ Alt Goes Mainstream Podcast - https://altgoesmainstream.substack.com/podcast Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:03:05) - Michael's career journey and insights (00:09:13) - Market structure and evolution (00:20:13) - GP profiles and wealth channel strategies (00:26:22) - Education and allocation in private markets (00:29:43) - Navigating the wealth channel (00:30:04) - Leveraging industry-wide education initiatives (00:33:52) - Building a personal brand in finance (00:41:57) - Shifting business models in wealth and asset management (00:48:30) - Exciting prospects for the future (00:53:01) - Conclusion and final thoughts

Everyone talks about visionary products and relentless hustle, but what really sets industry giants apart? In this episode of Corporate Finance Explained on FinPod, we uncover the often-overlooked force behind the biggest business wins (and failures): capital allocation.From Amazon's bold reinvestment bets to Berkshire Hathaway's legendary patience, from Apple's perfectly balanced strategy to GE's cautionary collapse, we break down how top leaders deploy every dollar for maximum long-term return. And yes, we'll talk ROIC (Return on Invested Capital) and why it's the real north star for decision-makers.Whether you're a CEO, CFO, investor, finance professional, or just someone trying to use your resources more wisely, this episode will shift how you think about money, strategy, and the $1 rule that defines business success.What You'll Learn:The four buckets of capital allocation (reinvestment, M&A, returning capital, debt reduction)Why ROIC is the metric that matters mostCase studies: Amazon, Berkshire Hathaway, Apple, GE, MetaPersonal parallels: How you allocate your time and energy is just as importantWhat finance teams should be doing beyond the numbers

Pascal Wagner interviews Jon Brooks, who breaks down why today's real estate market is sending mixed signals—and why getting that interpretation wrong can have real financial consequences. Jon explains how decades of falling interest rates created a powerful tailwind for real estate that no longer exists, especially in overbuilt Sunbelt markets like Florida. The conversation explores what's actually breaking versus what's simply slowing down, including rising insurance and tax costs, declining affordability, demographic headwinds, and stalled migration. Jon also shares why he sold his entire personal real estate portfolio, pivoted into private lending, and ultimately shifted capital into equities as risk-return dynamics changed. This matters because many investors are still relying on outdated assumptions about appreciation, cash flow, and long-term demand. Understanding how interest rates, demographics, and market psychology intersect helps investors reassess where risk is no longer being adequately compensated—and how to position capital without relying on the market to “save” them. Jon BrooksCurrent role: Co-Founder, Momentum Realty; Private Lending Fund ManagerBased in: FloridaSay hi to them at: X - https://x.com/jonbrooks YouTube - https://www.youtube.com/@therealjonbrooks Threads - https://www.threads.com/@iamjonbrooks Instagram - instagram.com/iamjonbrooks/?hl=en Facebook - https://www.facebook.com/jon.brooks.12 Substack - jonbrooks.substack.com Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Pascal Wagner interviews Tony Davidow to unpack how institutional investors are thinking about private markets heading into 2026. Tony explains why recent headlines around private credit defaults are often misunderstood, breaking down the difference between CLOs, direct lending, and commercial real estate debt—and why he sees CRE debt, asset-based finance, and secondaries as early-cycle opportunities. The discussion dives into illiquidity as a feature (not a flaw), how institutions size long-term “patient capital,” and why diversified private market funds often outperform single-deal investing over time. Tony also shares his highest-conviction themes for 2026, including secondaries, industrial and multifamily real estate, and infrastructure tied to reshoring, digitization, and demographic shifts. Tony DavidowCurrent role: President, Alternatives, Franklin TempletonBased in: United StatesSay hi to them at: https://www.franklintempleton.com/ | LinkedIn Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Summary By Concierge Medicine Today JANUARY 2026 - Concierge medicine and direct primary care didn't just grow — they surged more than 80% in five years. Headlines are spinning this as a threat to access and equity. But is that the full story? In this episode, the Editor-In-Chief of the industry's trade publication, Concierge Medicine Today, author and Host, Michael Tetreault, breaks down the latest national research and explains what's really happening beneath the surface. This isn't about luxury medicine. It's about physician burnout, broken reimbursement models, administrative overload, and doctors quietly redesigning their careers to survive. You'll hear why this shift is less about "escaping responsibility" and more about reclaiming sustainability, why corporate ownership is rising fast, and why concierge medicine didn't create the primary care shortage — it exposed it. If you care about the future of medicine, physician retention, and building healthcare that actually works, this conversation matters.

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research's Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share the trends shaping assets and portfolio allocation in 2026. Learn more about Goldman Sachs' outlooks for the year ahead. This episode was recorded on January 7th and 8th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Three Clare schools are set to benefit from the allocation of new special education classrooms in time for the 2026/27 school year. It follows the announcement by Minister for Special Education, Michael Moynihan that 168 classes have been allocated to 159 schools nationwide.. Ennis National School, St.Flannan's College and Scariff Community College are the beneficiaries, with the classrooms consisting of one teacher and SNA catering for six students. Meelick Fianna Fáil Deputy, Cathal Crowe, is optimistic this allocation is the building block for further classes to be delivered this year.

A new financial report just dropped — and it could be the key to surviving 2026.Bitwise just broke down the ideal allocation between Bitcoin and Gold to protect your wealth against inflation, currency risk, and global uncertainty.

This episode was recorded on January 6th, 2026. In this episode of Unearthed, John Reade and Joe Cavatoni, Senior Market Strategists at the World Gold Council, kick off the new year with an update on the state of the gold market, exploring the factors influencing gold prices, including geopolitical tensions and ongoing economic conditions. They emphasise the importance of strategic allocation to gold in investment portfolios, distinguishing between short-term tactical trades and long-term strategies.  Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

The Community Development Financial Institutions (CDFI) Fund announced the awarding of $10 billion in new markets tax credit (NMTC) allocation authority Dec. 23, 2025, 'for the combined 2024-2025 allocation round, a record-breaking amount of aggregate issuance authority that led to a record-breaking number of awardees. On this episode of the Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partners Brad Elphick, CPA, and Rebecca Darling, CPA, discuss the key aspects of this round that made it significant and theorize what changes might come to NMTC allocation in the future. The three also discuss the reasons why the CDFI Fund's announcement was delayed, and how that might impact the timeline of the 2026 application round.

Join Mike Radak, Alliant Financial Institutions, and David Finz, Alliant Claims & Legal, as they discuss recent court decisions and federal policy developments shaping coverage outcomes and emerging risk exposures. Mike discusses a favorable Southern District of New York decision affirming full coverage for an insured in a D&O coverage arbitration, highlighting key takeaways on allocation, best efforts and the application of New York's relative exposure rule. David then examines a new federal executive order on artificial intelligence, outlining its potential impact on state regulation, emerging liability exposures and insurance considerations across specialty lines.

Prepare Pop Corn, your hosts invite South-African skier Matt C Smith for an entertaining and full on argument about the quota allocation process for Olympic Games In this engaging conversation, the hosts and guest Matt C Smith delve into the complexities of quota allocation in cross-country skiing, particularly in the context of the upcoming Olympics. They discuss the misunderstandings surrounding small and large nations, the importance of relay events, and the role of media in promoting the sport. The dialogue emphasizes the need for systemic change in qualification standards and the importance of unity among nations to foster growth in the skiing community. Personal stories and experiences are shared, highlighting the challenges and triumphs of athletes from various backgrounds.

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Capital allocation is what makes or breaks a company's transformation, and every CFO must know how to deal with this flawlessly. Rachita Sundar, CFO of the cloud-based experience management platform Qualtrics, discusses how financial leaders should continuously evolve in this area to keep up with the rapid market changes. She joins Jack McCullough to explain how to use technology and data analysis to gain a competitive advantage, as well as her philosophies when it comes to talent recruitment and culture building. Rachita also opens up about her commitment to women's causes and how she takes care of the five most important things in her life.

Start your 2026 investing strategy with smarter moves, fewer fees, and less stress when markets get rocky. How should you invest in 2026 if tech stocks keep dominating the market? What's a smart checklist for leveling up your investing this year? Hosts Sean Pyles and Elizabeth Ayoola discuss diversification and investing tools to help you grow your wealth with a plan you can stick to. Then investing writer Alana Benson joins them to unpack what 2025's market swings can teach you, how to diversify beyond mega-cap tech stocks (including options like equal-weight funds), and how to choose the right account and platform while keeping fees and taxes in mind. Check out NerdWallet's Best-Of Awards: https://nerdwallet.com/awards  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: stock market 2026, how to start investing, passive investing, index funds, S&P 500, Magnificent 7, AI stock bubble, rebalancing portfolio, asset allocation, stocks vs bonds allocation, long-term investing, market volatility, timing the market, brokerage account, best brokerage for beginners, best investing app, best robo-advisor, Fidelity investing, Interactive Brokers, Wealthfront robo advisor, ETFs, target date fund, robo-advisor, IRA contribution limit 2026, Roth IRA, traditional IRA, SEP IRA, 401k match, 529 plan, college savings plan, and retirement investing. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we're bringing into 2026.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob's company and invest along at https://aspenfunds.us/

Too many healthcare marketers allocate budgets based on guesswork or last year's spend. Cardinal's approach is different.  On this episode of Ignite, Cardinal's media and analytics team break down how to build smarter investment foundations by understanding what is actually driving growth. The discussion covers how to separate paid impact from organic and other channels, align media investment with operational capacity and business goals, forecast outcomes before spend, and move beyond blended metrics using marginal economics. You'll hear honest conversation about common attribution traps, capacity constraints, and the trade-offs between efficiency and growth, along with practical frameworks for allocating budget across complex, multi-location healthcare organizations. You will learn: Understanding your digital mix before making investment decisions Capacity-driven, goal-aligned planning Forecasting outcomes using historical data and realistic assumptions Marginal economics and why blended metrics can be misleading Allocation frameworks for markets, locations, and service lines RELATED RESOURCES Why Capacity-Driven Marketing Is Non-Negotiable - https://www.cardinaldigitalmarketing.com/capacity-driven-marketing-media-investment-strategy/ How to Set Smarter Healthcare Marketing Goals - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/marketing-goal-planning/ When & How to Expand Your Healthcare Media Mix - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/expanding-channel-media-mix-strategy/ Marketing + Operations: Why Total Alignment is Vital to Growth - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-marketing-operations-alignment/

Welcome to Episode 37 of Season 4 of the Vaguely Vaping Related Podcast. Today we try some Nixer Juice. It's an interesting test as Jimmy has Nic Salts, Dave mixes his 50/50 for MTL and Chandlers goes full DL 70/30 mix. The liquids are available at: https://dispergovaping.co.uk/ Listen to the podcast for a sneak exclusive code! Enjoy Chandler, Jimmy & Dave

Send me a messageCan your pension quietly sabotage your climate and supply chain goals without you ever knowing?What if one of the biggest risks to resilience isn't logistics or energy, but where your money sleeps at night?In this episode, I'm joined by Scott Ryan, founder and CEO of Investature, to unpack a part of the sustainability conversation that's usually ignored. Finance. Specifically, the financial supply chain hidden inside pensions, retirement plans, and long-term investments. And why it matters now, when climate risk, stranded assets, and resilience are colliding.We dig into why pensions, with their 20–30 year horizons, are paradoxically funding the very risks they're meant to protect against. You'll hear how financial supply chains can dwarf Scope 1, 2, and even Scope 3 emissions, and why most sustainability strategies still fail to account for them. We break down why reallocating even 1% of global capital could materially close the climate finance gap, without sacrificing returns or fiduciary responsibility.You might be surprised to learn why bonds, not equities, may be the most powerful lever for climate action, how “double bottom line” investing actually works in practice, and why education and incentives matter more than regulation alone. Scott also explains why ESG has become a distraction, and how clearer, data-driven financial choices can drive real behaviour change across organisations and supply chains.If you care about supply chain resilience, sustainability, risk, and visibility, this conversation connects dots most people never see. Quietly. Uncomfortably. Usefully.

Don't miss the boat on massive tax savings when you sell your company—most business owners wait too long and pay millions more than they should. Discover a powerful, decades-old strategy to legally defer nearly all your capital gains taxes and secure a lifelong income stream after your business exit. Learn when to act and exactly which experts to assemble for your winning exit planning team. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Can you sell your business and pay $0 in federal income tax? Why You Need To Think About Taxes Early When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Scott finds it difficult to manage asset allocation and buckets across multiple accounts and asks for an efficient way to coordinate everything. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.