Podcasts about Allocation

Active Energy Group PLC treasury strategy adviser Adrian Rowles talked with Proactive about the company's initial $100,000 allocation into a basket of trending digital assets and how that short-term programme complements longer-term energy and AI hosting initiatives. Rowles explained that Active Energy maintains some Bitcoin in its longer-term treasury, but the new, tactical allocation focuses on highly liquid alternatives with strong community momentum, such as Solana, Binance Coin and Dogecoin. He noted the timing also reflects caution around a major Bitcoin options expiry and the associated volatility. “It just seems a very good place to dip our toe in the water and start to position some of this money, and I'm anticipating the fourth quarter is going to be exceptionally strong,” Rowles said. Rowles outlined an institutional-style risk framework for the 30–90-day trading approach, including sizing, exposure, timing and duration limits aimed at optimising returns while limiting downside. He also set out how the trading activity sits alongside Active Energy's pipeline of AI power and hosting projects. The company has “projects in the pipeline… securing in excess of £10 million in revenue” and is in advanced stages of implementation, he said. Rowles added that Active Energy has identified surplus energy that can be sold to third parties amid tight grid conditions driven by AI demand. He cited a 30MW pipeline, describing it as power sufficient for a small town, and shared a constructive fourth-quarter outlook after a “red September” for crypto. For more interviews like this, visit Proactive's YouTube channel. If you found this useful, please like, subscribe, and turn on notifications for future content. #ActiveEnergyGroup #AdrianRowles #CryptoTreasury #Altcoins #Solana #BNB #Dogecoin #Bitcoin #AIHosting #EnergyInfrastructure #TreasuryStrategy #Q4Outlook #30MW

In this episode of 7 Figure Annuity Sales, host Caleb North explains how to use the fact finder process to uncover where inflation is impacting your clients—and how to address it effectively with annuity solutions. Inflation is one of the biggest concerns retirees face, and agents who can confidently explain how annuities fit into the picture will set themselves apart from the competition. The bottom line: Inflation is real, but it doesn't have to derail your client's retirement. With the right process and product knowledge, you can show them a path forward.

Semaine #40. 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 by Ausha. See ausha.co/privacy-policy for more information.

On this episode of Money Matters, brought to you by Greenberg Financial Group, the full team dives into the latest financial market developments. We analyze key geopolitical events shaping the global economy and explore how they ripple through industries and markets. To keep you informed, we also break down the week's top stocks and market movers. Stay prepared, stay informed, and stay ahead with Money Matters.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Mike Dickson focuses on small caps: “is this [rally] durable?” He argues that it is, citing expected interest rate cuts and an improvement of the earnings picture. However, he thinks that investors should be looking for actively managed funds within the space rather than buying the Russell 2000 index.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Paul Mueller of Civitas Outlook magazine discusses how industrial policy is conflated with successful pro-growth, pro-market agendas. This mistake obscures tensions regarding market allocation and firm discipline. 1908 BRADDOCK PA.

Dr. Jay Bhattacharya is one of the country's top medical experts and a 24-year professor of medicine at Stanford. After being censored and deplatformed during COVID for his role in opposing harsh lockdowns, he was appointed Director of the National Institutes of Health by President Trump in 2025.a16z General Partners Erik Torenberg, Vineeta Agarwala, and Jorge Conde join Dr. Bhattacharya to discuss the administration's role in tackling the autism crisis, how to restore public trust in health authorities, how to make the NIH more dynamic and efficient, and how to streamline publishing and restore academic freedom.Timecodes: 0:00 Introduction1:30 Autism Initiative & New Research2:45 Drug Discoveries: Leucovorin & Tylenol Caution4:35 Preterm Birth & Broader Health Initiatives5:45 The Replication Crisis in Science8:50 Reforming NIH Funding & Scientific Culture14:00 Allocation vs. Execution at NIH17:30 Political & Scientific Decision-Making22:30 Addressing Life Expectancy & Chronic Disease27:00 Supporting Early Career Investigators34:50 Academic Freedom & Open Science37:30 Rebuilding Public Trust in Public Health41:00 Communicating Science Amid Uncertainty47:50 NIH Priorities: Nutrition, Chronic Disease, AI50:00 The Future of AI in Science & Medicine53:30 Advice for Rising Scientists55:00 The Role and Limits of AI in Science Resources:Find Dr. Bhattacharya on X: https://x.com/DrJBhattacharya and https://x.com/NIHDirector_JayFind Erik on X: https://x.com/eriktorenbergFind Jorge on X: https://x.com/JorgeCondeBioFind Vineeta on X: https://x.com/vintweetaLearn more about the NIH: https://www.nih.gov/ Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down what a rate cut environment means for the annuity industry—and how agents can prepare for the changes ahead. While many will see dropping rates as a challenge, Caleb shows why it doesn't have to hurt your business if you make the right adjustments. This conversation is all about adapting to market shifts and ensuring your production continues to grow, no matter where rates are headed.

Semaine #39. 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 by Ausha. See ausha.co/privacy-policy for more information.

Big names on Wall Street are finally recommending serious allocations to gold and silver, but the smart move is to get positioned before the mainstream rushes in. With silver already at a decade high above $43 an ounce and gold climbing fast, this video explains why a 20 to 25 percent allocation makes sense right now. You'll see how central banks, mints, and market signals are lining up for the next major bull run. Listen now to learn why stacking today could protect and grow your wealth tomorrow. Wall Street is finally catching on, with Morgan Stanley suggesting 20 percent gold in portfolios and Jeffrey Gundlach saying 25 percent is reasonable. The bottom line is that gold and silver are not just collectibles, they are practical tools to preserve wealth, grow purchasing power, and provide peace of mind.

This week, Monika unpacks the government's bold twin tax cuts in 2025 and asks if India is switching gears to go all-in on growth. She explains how both direct and indirect tax reductions put more money into people's hands but also create a revenue gap of over 3% of the FY25 budget. Monika explores whether this fiscal gamble can revive private investment and lift growth above 7%, or whether it risks delaying fiscal consolidation. She also breaks down the GST Council's move to simplify the system from four slabs to three, and questions whether the benefits will truly reach consumers or get stuck as corporate profits.Monika then turns to the Reserve Bank of India's role in this story. With inflation low and food prices actually falling, she argues that this is the moment for a decisive rate cut to complement the government's demand push. She examines whether the fiscal deficit target of 4.4% should be relaxed to prioritize domestic demand, and stresses that beyond tax and rate cuts, sustained growth requires process reforms, cleaner cities, better jobs, and smoother governance. She closes with a festive-season reminder that growth begins on the ground — every extra rupee spent by households helps keep the economic engine running.In listener questions, Linus Sequeira asks if he should wait for the new GST regime before buying a sub-₹12 lakh car, Elin Jain wants advice on managing fund manager changes and a 50% allocation to one fund house, and Jairaj from MP seeks clarity on buying a super top-up health policy from the same insurer versus a different one.Chapters:(0:00 – 0:00) The Big Tax Cuts and Economic Strategy(0:00 – 0:00) GST, Price Transmission, and Risks(0:00 – 0:00) Car Purchase and GST Considerations(0:00 – 0:00) Fund Manager Changes and Allocation(0:00 – 0:00) Senior Citizen Insurance Top-UpsIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi

Did you know that a tax benefit, the Qualified Small Business Stock (QSBS) tax exclusion, can save you millions? Discover how properly structuring your company from the start can lead to a tax-free sale of your C Corporation, potentially saving you millions. You'll learn the crucial steps to take now to prepare for a successful and highly profitable exit later. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business Business Exit Plan & Strategy Checklist | A Complete Guide Why You Need to Consider Taxes Before Selling Your 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.

In this episode, Ray Sclafani challenges financial advisors to shift from simply managing a successful practice to thinking like a CEO and capital allocator. Drawing parallels to the booming subscription economy, Ray explains how advisory firms, powered by predictable AUM-based revenue, are in a prime position to reinvest with purpose.Whether it's developing leadership, upgrading tech, or expanding into new client markets, this episode offers a compelling call to action: don't coast on recurring revenue, leverage it. Learn how elite firms are acting boldly and investing in infrastructure, talent, and strategic growth to command premium valuations and build enduring enterprises.Key TakeawaysYour AUM fee model gives you predictable cashflow, so you should treat it like a competitive advantage.Don't just preserve profits, deploy them in ways that support scalable, long-term growth.Top valuations go to firms with vision, strategy, systems, and momentum, not necessarily the largest AUM.Forecast with confidence and use recurring revenue to fund your firm's future.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen explain why the most effective agents don't just take client requests at face value—they dig deeper to understand why clients are asking for what they're asking. Clients often come in convinced they need a specific product or feature, but the truth is those requests may not align with their actual goals. By uncovering the reason behind the request, you can get to the root of the problem and provide a solution that truly meets their needs.

Semaine #38. 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 by Ausha. See ausha.co/privacy-policy for more information.

B2B Marketing Budget Allocation: The Sustainable Way Small Teams Should Do ItIf your marketing budget keeps getting cut or ignored, it's not you—it's the model.In this episode, we break down a practical B2B marketing budget allocation for small teams. We explain why top-down and bottom-up alone fall apart, how to validate messaging before you buy reach, and how to shift from BOFU-only spend to a balanced brand + demand mix that compounds.We share the path we use with our 5 BEs framework—start lean and organic, prove the message, then use paid to amplify. You'll hear realistic ROI guardrails, when to rebalance spend, and how category (established vs new) should change your split.Tune in and learn:+ How to avoid the top-down and bottom-up budget traps+ The “validate, then amplify” approach that saves cash and increases impact+ ROI ranges and a stepwise shift from BOFU to demand + brandIf you're a B2B marketer in a small team, this is the clearest way to plan and defend your budget—and actually deliver revenue impact.-----------------------------------------------------

This week on Money Matters, brought to you by Greenberg Financial Group, we examine one of the darkest weeks in recent American history. From the tragic stabbing of an innocent woman to the shocking assassination of Charlie Kirk. Dean breaks down the ripple effects across politics, economics, and national sentiment. The full team also reviews the latest stock market action, highlighting which companies stood out with notable price moves. We explain why now is a critical time to consider locking in interest rates, with the Fed signaling more potential cuts ahead, and explore which industries stand to benefit most in a lower-rate environment. As always, we discuss our financial planning process and why preparation matters more than ever in uncertain times.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

PREVIEW: Baird: Ben explains US agencies, under Obama and Biden, continued funding extremist Muslim groups despite their destructive vows. Past reports and Trump's cuts didn't stop this long-standing allocation. MORE LATER 1956

Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover: Underwriting New Funds and Long-Term Partnerships Criteria for Investment and Deal Breakers Persistence in Venture and Brand Building CO-Investments and Prepared Minds Alignment and Strategy Drift AI Market and Investment Opportunities Secondaries as a Permanent Shift in Liquidity Value Concentration and Allocation Strategies Guest Links: Lara's LinkedIn Makena's LinkedIn Makena's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.  

In this episode of 7 Figure Annuity Sales, host Caleb North challenges agents to shift their focus from what they're doing to how they're doing it. Too many people in the industry get caught up in the actions themselves—making calls, running appointments, following up—without realizing that the process, intent, and execution behind those actions are what truly set top producers apart.

If you own indexed universal life insurance or you're considering buying it, you've probably looked at all the index options and wondered which one to choose. In this episode, we dive deep into the data to answer that question with empirical analysis rather than guesswork. We examine the two most common index options available across IUL contracts: the traditional S&P 500 annual reset with a cap and the uncapped strategy with a spread. Using 20 years of market data, we test different allocation strategies to determine which approach delivers the best results. You'll discover why the "optimal" choice might matter less than you think, with total differences of only about 1% over two decades. More importantly, we reveal how splitting your allocation between capped and uncapped options can significantly reduce volatility while maintaining nearly identical returns to the best-performing single option. We also explore why volatility matters even in IUL contracts that have downside protection. If you're planning to take distributions from your policy in the future, understanding how to minimize years with minimal credits becomes crucial for maintaining consistent income. The analysis shows that a 50/50 or 55/45 split between capped and uncapped options produces a Sharpe ratio of 1.7, compared to 0.6-0.8 for direct S&P 500 investments. This demonstrates quantitatively why IUL serves as a non-correlated asset rather than direct market exposure. ___________________ Ready to optimize your IUL strategy or have questions about indexed universal life insurance? Contact us to discuss how these allocation strategies might work for your specific situation.

This week on Money Matters, brought to you by Greenberg Financial Group, the whole team is here to break down the latest twists shaping the markets. Ongoing tariff disputes continue to weigh on the global economy, while Google scored a major win in its antitrust battle, keeping Chrome intact and driving its stock to new highs, lifting other tech names with it. The major indices touched fresh all-time highs before pulling back on Friday, as a weaker-than-expected labor report sent interest rates plunging. Even so, stocks managed to finish the week slightly higher. With rates now back to levels not seen in over a year, we examine how housing stocks and other rate-sensitive areas could benefit. We also share how our financial planning process keeps clients positioned to adapt as conditions shift.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Stephen Grootes speaks to Chantal Marx, Head of equity research at FNB Wealth and Investments and Francois Olivier, Portfolio Manager on Hedge Funds about whether most portfolios contain an allocation to hedge funds The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Send us a textMost Amazon sellers still follow the outdated 60/30/10 ad spend model, but the real numbers prove otherwise. Sponsored products continue to outperform by a wide margin, while sponsored brands and display ads need a smaller share of your budget. This video breaks down PPC trends based on hundreds of millions in ad spend across thousands of advertisers.Stop burning ad budget, get a full audit and fix your PPC allocation with a strategy that actually works: https://bit.ly/4jMZtxu#AmazonAdvertising #PPCStrategy #EcommerceMarketing #AmazonDSP #adspend Watch these videos on YouTube:Use Brand Analytics to Increase Sales youtube.com/watch?v=HnUKZXZ9uEk&list=PLDkvNlz8yl_b9RMGmU9XeqkI9D7QDOAI8&index=4&utm_content=342074038&utm_medium=social&utm_source=youtube&hss_channel=ytc-UClUSEsDS2sdgNJfCcCM_5UwSimplify Amazon Listing Compliance https://www.youtube.com/watch?v=ArGPygUCFpk&list=PLDkvNlz8yl_b9RMGmU9XeqkI9D7QDOAI8&index=12-----------------------------------------------Tired of guessing where your ad dollars go? Download our PPC guide and run campaigns that convert: https://bit.ly/4lF0OYXYour listings won't rank themselves. Get the SEO toolkit built for sellers who want real traffic: https://bit.ly/3JyMDGoProblems hit hard when you're not ready. Grab the Amazon Crisis Kit now, before you actually need it: https://bit.ly/4maWHn0If you're serious about growth, stop playing small. Book a DTC call and take control of your brand's future: https://bit.ly/4kOz6rrTimestamps00:00 - The Wrong Ad Advice Everyone Is Copying00:20 - Real PPC Spend Data From 400 Brands00:58 - Confirming the Data With Another Agency01:44 - Are You Overspending on Sponsored Display?02:31 - Amazon DSP Is Changing Everything03:22 - Why DSP Traffic Is the Cheapest Traffic Right Now04:00 - Amazon's Strategy Behind Stopping Google Shopping04:45 - Amazon Is Now a Marketing Company05:22 - Final Thoughts: Fixing Your PPC Budget Allocation----------------------------------------------Follow us:LinkedIn: https://www.linkedin.com/company/28605816/Instagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Twitter: https://twitter.com/myamazonguySubscribe to the My Amazon Guy podcast: https://podcast.myamazonguy.comApple Podcast: https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwSupport the show

Clare is set to benefit from a boost to its Garda numbers but not as many as had been expected. There's been a mixed response to the news that six of the latest 154 Gardaí attested at Templemore will be allocated to Ennis Station. However, an earlier announcement at the end of July predicting an additional 15 Gardaí for the Shannon division now seems to have faltered To discuss this further, Sally-Ann Barrett was joined by Timmy Dooley, Tulla-based Minister of State at the Department of Agriculture, Food and the Marine and Tony Mulcahy, Shannon Fine Gael Councillor.

The markets kicked off the week at all-time highs—then all eyes turned to Nvidia. As the world's biggest company and the engine of the AI revolution, its earnings shook Wall Street and set the tone for what's next. On this week's Money Matters, we break down the winners and losers from earnings season, uncover why certain sectors are moving, and share the financial planning strategies helping our clients stay calm, efficient, and prepared. From guiding business owners to saving big, to keeping investors focused on the long game, we'll show you how to thrive no matter which way the market swings.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

How Do we Set Reliability Requirements? Abstract Chris and Carl discuss a listener question on FMEA RPN and connection to reliability requirements. Key Points Join Chris and Carl as they discuss RPN is not a reliability metric and there are better ways to do allocation to set requirements. Topics include: Multiplying severity, occurrence, and detection […] The post SOR 1100 How Do we Set Reliability Requirements? appeared first on Accendo Reliability.

Chris Miorin's path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years my senior.” The challenge, he tells us, was learning how to add value humbly yet confidently in an environment where everything was fluid. Those early lessons in partnership and adaptability became cornerstones of his leadership style.When Miorin left the Army, he reset with an MBA at Kellogg, which he calls “two years to really immerse in how businesses run.” Investment banking followed, where he advised some of the world's largest oil and gas companies. In capital-intensive, cyclical industries, he saw firsthand how major decisions on raising capital, acquisitions, and divestitures shaped enterprise value. “It helped me understand how finance could have that strategic impact,” he recalls.From there, corporate development and M&A roles deepened his conviction that the CFO's crucial role is capital allocation—directing resources to projects that generate the highest return on invested capital. At Ingersoll Rand, he added investor relations to his toolkit, learning how to tell a “story with numbers” that connected business strategy to investor interest.Looking back, Miorin points to four experiences—Army, investment banking, corporate development, and investor relations—as the foundation for his CFO journey. That foundation ultimately led to his first CFO appointment at SpendHQ, an opportunity introduced through his Kellogg network.

The U.S. Department of Housing and Urban Development has been mandated to disburse nearly $32 million in previously sanctioned funds to private fair housing organizations, which manage the majority of fair housing complaints filed across the nation. Despite the Fair Housing Act being enacted over five decades ago, housing discrimination persists, with 2022 witnessing a record 33,000 complaints. These funds are crucial for enabling these organizations to persist in their efforts to combat housing discrimination. Charlene Crowell has more information. Interview by Chris B. Bennett.

In this episode of 7 Figure Annuity Sales, hosts Caleb North and Chad Owen discuss how personal challenges can influence and even improve the way you approach business. Chad shares some of the difficulties he's faced recently and explains how those experiences have helped him relate more directly to clients, understand their concerns, and guide them toward the most effective solutions. This conversation shows how business success often comes from simplifying, listening, and staying focused on solving client problems the right way.

This week on Money Matters, brought to you by Greenberg Financial Group, we break down a rollercoaster stretch for investors. Stocks started the week under pressure as profit-taking set in, geopolitical headlines out of Russia and Ukraine cast doubt, and a long-awaited market correction looked like it might finally be here. But just when it seemed the rally was losing steam, Jerome Powell stepped in with a surprise: the Federal Reserve will begin cutting rates next month, with at least one more cut expected before year-end. The result? A Friday surge that erased nearly all of the week's losses and sent major indices back toward record highs.We'll unpack what this means for your money, where the opportunities lie in a shifting interest rate environment, and how to stay grounded when volatility tries to shake you off course.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

In this episode of Bealls Legacy, Vice President of LocationPlanning & Allocation, Jen Phillips, shares her journey of growth, leadership, and perspective. From exploring thefuture of AI and its impact on business and humanity, to redefining “push energy” in leadership, Jen opens up about lessons learned, letting go of control, and finding balance.We also dive into the Bealls values and the vision of One Bealls—a bold transformation redefining the future of retail. On a personal level, Jen discusses curiosity, resilience, and her passion for creating more unity in theworld.This conversation is about change, perspective, and building afuture—both in business and life—where people are empowered to thrive.Interested in a Career at Bealls? – https://www.beallsinc.com/beallsinc/careers Follow Matt Beall on LinkedIn - https://www.linkedin.com/in/matt-beall-legacy/ Episode Timeline:00:00 - Introductions03:51 - Why is AI so interesting for you?06:48 - What could go wrong with AI?17:12 - Values & Practices29:49 - Becoming One Bealls34:44 - What are you most passionate about?37:54 - Biggest Mystery for You?43:46 - Changing of your Mind?48:17 – Closing

Pour débuter l'émission de ce mardi 19 août 2025, les GG : Antoine Diers, consultant auprès des entreprises, Emmanuel de Villiers, chef d'entreprise, et Bruno Poncet, cheminot, débattent du sujet du jour : Allocation de rentrée scolaire, vraiment nécessaire ?

Aujourd'hui, Antoine Diers, Emmanuel de Villiers et Bruno Poncet débattent de l'actualité autour d'Alain Marschall.

Aujourd'hui, dans la première heure des Grandes Gueules, les GG sont revenues sur "Allocation de rentrée scolaire, vraiment nécessaire ?" et "Nîmes, couvre-feu pour les moins de 16 ans prolongé", avant d'échanger leur point de vue dans le "On s'en fout, on s'en fout pas".

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down 9 powerful ways annuity agents can build credibility with clients. Credibility isn't just about knowing your products—it's about how you present yourself, position your expertise, and leverage tools that show clients they can trust you with their retirement future. ➡️ Caleb covers: Why being an actual expert is the foundation of credibility How professional branding sets you apart from other agents The role of media presence—from books and podcasts to guest spots and articles Leveraging established platforms to boost your authority and more! Whether you're new to annuity sales or already established, these strategies will help you build the kind of trust and authority that makes clients eager to work with you—and confident in your recommendations.

Stephen Grootes speaks to Marius Reitz, Luno’s GM for Africa and Steven Boykey Sidley, Partner at Bridge Capital and Professor of Practice at the Johannesburg Business School at University of Johannesburg, about the company’s push to amend Board Notice 90 to allow Collective Investment Schemes to invest in crypto assets, arguing that, despite government concerns over risk, cryptocurrencies are increasingly recognised globally as a valuable asset class with unique portfolio benefits. he Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this week's episode of Money Matters, brought to you by the Greenberg Financial Group, the entire squad is back to unpack another record breaking week for the markets. With corporate earnings largely in the rear-view mirror, lower than expected inflation numbers sent stocks soaring as the odds of a September Fed rate cut climbed. The retail consumer is still showing strength, the AI boom narrative remains intact, and now geopolitical optimism enters the mix as Trump meets with Putin in an attempt to end the war in Ukraine.We'll also share our comprehensive financial planning process and how we're helping clients navigate any market whether it's roaring higher, trending sideways, or facing headwinds. From uncovering hidden risks to building resilient strategies, we'll show you how smart planning can keep your financial goals on track no matter what the headlines say.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

DeepGov - AI Politicians for Governance DeepGov - AI Politicians for Governance DeepGov enables configurable AI Politicians for capital allocation and governance. Our platform provides tools for exploring political alignment, voting mechanisms, and direct interaction with AI politicians representing different ideological perspectives. Useful Links DeepGov Official Website Deep Gov Compass Deep Gov Vote Recent EPD Episodes Deep Funding Octant V2 Open Source Observer Karma GAP Follow on Twitter David Dao Sejal Rekhan Pooja Ranjan Other Resources Playlist 1 Playlist 2 Playlist 3 Playlist 4 Playlist 5 Playlist 6 Official Websites ECH Institute DeepGov Topics Covered 00:05 - Quick Recap 00:39 - EPD Intro 00:46 - Starting Words 02:09 - Sejal Rekhan Introduction 03:19 - David Dao Introduction 05:27 - Presentation on Deep Gov 05:37 - The Story of Takahiro Anno 06:39 - What is Broad Listening 08:10 - Takahiro Anno's Playbook 10:56 - AI as the Engine, Humans as Steering Wheel 11:51 - Phase 1: Broad-Listening 12:37 - Phase 2: AI Politicians 13:56 - Participatory Civic Engagement 14:39 - Phase 3: Feedback Loop 15:42 - Live Demo 20:17 - Presentation End 21:51 - Q&A Section 22:21 - Transparency of Deep Gov 25:34 - Type of project will this kind of mechanism 31:42 - Why structure decision making is critical? 33:54 - Plans for collaboration and community support 36:23 - What Deep Gov will unlock if succeed? 39:12 - Final message by David Dao 39:35 - Final message by Sejal Rekhan 40:12 - Closing Words #DeepGov #AIPoliticians #echinstitute #governance

After a brief hiatus, 7 Figure Annuity Sales welcomes back host Chad Owen for one of his most personal and vulnerable episodes yet. Chad opens up about the recent hardships and challenges he's faced in his own life, offering an honest look at how he's navigated those storms while continuing to perform at the highest level in annuity sales. ➡️ In this episode, Chad shares: The personal trials that tested his focus and resilience How he stayed committed to his clients and business through difficult times The mindset and habits that kept him moving forward when quitting felt easier Why vulnerability and authenticity can strengthen your client relationships How adversity can shape you into a stronger, more effective advisor This is more than a sales conversation—it's a raw, real-life example of balancing personal struggle with professional excellence. Chad's story is a reminder that even in the toughest seasons, you can still lead, serve, and succeed.

Have you been wondering what the “Big Beautiful Bill Act” means for the sale of your business? Join returning guest Bill Weirsema as we discuss the changes that are designed to make M&A transactions more attractive, reduce tax burdens for both buyers and sellers, and stimulate more activity in the market. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Qualified Small Business Stock – Tax Benefit That Could Pay Millions 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.

In this episode of 7 Figure Annuity Sales, host Caleb North highlights two critical mistakes that can quietly undermine an agent's entire lead strategy. These aren't just slip-ups—they're foundational errors that can derail your growth if left unchecked. Many agents pull the plug on a new lead system prematurely, basing their decision on initial impressions rather than measured results. Even worse, they point the finger at the leads themselves—when the real issue could be their sales process. ➡️ In this episode, you'll learn: Why abandoning a lead system too early can kill momentum and waste opportunity The key metrics you need to track to fairly evaluate any lead source How to identify whether the real problem is your leads or your process A framework for giving lead systems a structured, data-driven trial How top producers adapt and improve instead of starting from scratch If you're serious about building a predictable, profitable annuity business, you can't afford to make these mistakes. Caleb gives you the clarity and tools to move forward with confidence.

►► Discover Bitcoin Yield: https://archpublic.com/ Ray Dalio just recommended putting 15% of your portfolio into Bitcoin or gold, warning we've hit a "point of no return" with U.S. debt. Meanwhile, TRON files for a $1B shelf statement, Bitmain is opening a U.S. factory, and PayPal and Circle are going full-speed into crypto adoption. I'm live at 9am EST with Matthew Sigel from VanEck, and Andrew Parish & Tillman Holloway from Arch Public to break down what this means for markets, institutions, and your portfolio. Matthew Sigel: https://x.com/matthew_sigel Andrew Parish: https://x.com/AP_Abacus Tillman Holloway: https://x.com/texasol61 ►► JOIN THE WOLF PACK - FREE Telegram group where I share daily updates on everything I'm watching and chat directly with all of you.

In this episode of 7 Figure Annuity Sales, host Caleb North dives into one of the most important—and often misunderstood—aspects of growing your annuity business: lead cost. Whether you're just getting started or you're a seasoned producer, understanding what you're really paying for and how to maximize your ROI is critical to scaling your success. ➡️ In this episode, Caleb covers: What annuity leads actually cost—and why prices vary so widely The difference between cheap leads and valuable opportunities Common traps new agents fall into when buying leads How to assess the true value of a lead beyond the initial price Strategic tips for budgeting, tracking, and optimizing your lead spend This episode is a must-listen if you want to stop guessing and start making informed, profitable decisions around your lead generation strategy—whether you're brand new or already deep in the game.

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

The latest price moves and insights with Digital Assets Council of Financial Professionals founder Ric Edelman.To get the show every week, follow the podcast here.Digital Assets Council of Financial Professionals founder Ric Edelman has shifted his crypto investment advice from a 1% allocation in 2021 to as much as 40% today. Following the passage of landmark stablecoin legislation, he breaks down why the political and regulatory environment has never been more bullish for digital assets.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie. “Markets Outlook” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Digital Assets Council of Financial Professionals founder Ric Edelman.To get the show every week, follow the podcast here.Digital Assets Council of Financial Professionals founder Ric Edelman has shifted his crypto investment advice from a 1% allocation in 2021 to as much as 40% today. Following the passage of landmark stablecoin legislation, he breaks down why the political and regulatory environment has never been more bullish for digital assets.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free-This episode was hosted by Jennifer Sanasie. “Markets Outlook” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of 7 Figure Annuity Sales, host Caleb North shares the insights, lessons, and hard truths he wishes he knew when starting out in the annuity industry. If you're a new or aspiring annuity agent, this episode is your shortcut to avoiding costly mistakes and setting yourself up for long-term success from day one. ➡️ You'll learn: - The biggest misconceptions new agents have about selling annuities - What actually drives production and client trust in the early stages - The foundational habits and mindsets that lead to sustainable business - Tips for finding the right product fit, marketing strategy, and mentorship - Practical guidance on getting licensed, meeting training requirements, and starting your practice with confidence This episode is a mix of real talk, encouragement, and tactical advice designed to help new agents hit the ground running—without the confusion, hype, or trial-and-error that holds so many back.

#235: Chris shares his personal 10-step money allocation framework to help prioritize savings, investments, and financial flexibility. He also dives into advanced strategies for tax optimization, liquidity, and real-world application through listener questions. Link to Full Show Notes: https://chrishutchins.com/10-step-money-allocation-framework Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Copilot Money: Free 2 months access to my favorite personal finance app with code HACKS2 LMNT: Free 8-count sample pack of my favorite electrolyte drink mix MasterClass: Learn from the world's best with 15% off For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Brian Feroldi's Emergency Fund Size Formula Wealthfront: Get $5k managed free here and get a 0.5% APY boost here Daffy: Get free $25 for charity here Direct Indexing: Frec ATH Podcast Ep #144: Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle Ep #177: Best Bank Account Setup to Earn Interest on All Your Cash Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (02:03) Quick Episode Overview (03:37) Step 1: Operating Cash (05:14) Step 2: Employer Match (06:21) Step 3: Urgent Debt Payoff (07:56) Step 4: Safety Net (11:49) Step 5: Short-Term Goals Fund (13:30) Step 6: Debt Review (15:44) Step 7: Tax-Advantaged Investing (21:38) Step 8: Brokerage Investing (30:16) Step 9: Education Investing (31:23) Step 10: Optional Debt (32:48) Why You Should Prioritize Liquidity (37:51) Types of Alternative Cash Savings (40:48) The Margin Call (43:28) Listener Q1: Strategy for Using Money from House Sale (47:07) Listener Q2: How to Leverage Tax-Loss Harvesting (50:35) Listener Q3: Effective Ways to Manage Your Investment Portfolio (55:00) Listener Q4: Thoughts on Financial Advisors Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices