Podcasts about Allocation

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.

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.

Semaine #37. 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.

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.

#SafeMoney #JonHeischmanSr #AllocationTimeHorizonIn this week's episode host Jon Heischman, Senior talks about the time horizons around a retiree's goals and how to set those allocations.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional 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.

Semaine #36. 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.

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

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".

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.

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.

The full Greenberg Financial Group team is back on the mic for this week's Money Matters episode and we're breaking down the rally that sent markets surging after last week's dip. Strong earnings, upbeat guidance, and relentless AI-driven business spending have brought stocks back to the brink of all-time highs. Is it sustainable? Is the Fed finally ready to cut rates? And how long can this AI boom keep propping up the economy?We dive into what's really moving the markets, why elevated rates may not matter as much right now, and the hidden signals you should be watching as we approach another potential leg up.Plus, we share how our team builds financial plans designed to help you grow wealth and avoid costly mistakes. 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

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.

This conversation delves into the complexities of fault allocation in tort law, exploring the historical context of contributory negligence, the shift to comparative negligence, and the implications of several versus joint liability. It discusses the nuances of assumption of risk, the treatment of children in negligence cases, and the intersection of strict liability with comparative fault. The conversation also highlights the psychological aspects of negligent conduct, the economic versus fairness debates in tort law, and the critical role of legal representation in navigating these intricate legal waters.TakeawaysUnderstanding fault allocation is crucial for aspiring lawyers.Contributory negligence can bar recovery even with minor plaintiff fault.The last clear chance doctrine mitigates harshness in contributory negligence.Comparative negligence allows for proportional recovery based on fault.Several liability means each defendant pays their share of fault.Assumption of risk can limit or bar recovery for plaintiffs.Children are judged by a different standard of care in negligence cases.Strict liability can still involve comparative fault considerations.Intentional torts typically do not allow for comparative fault defenses.Legal representation is essential in navigating complex tort law cases.

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.

This week on Money Matters, the market soared early on Big Tech strength but crashed back to earth by Friday. Microsoft and Meta dazzled with blockbuster earnings, Amazon beat expectations but flagged margin concerns, and Apple lost steam under tariff pressure and muted guidance. The Fed held interest rates steady once again, offering no lifeline but hinting at a 50-50 shot for cuts in September. Then came the real market gut check, Friday's weak jobs report and a surprise tariff threat from Trump that sparked fresh trade war anxiety and rattled multinational earnings outlooks.We also dive into the crypto market and the future of stablecoins, recap more earnings reports, and look ahead to what August could bring for investors.And don't miss our upcoming interactive financial planning seminar where we break down what a real financial plan looks like and how it can give you clarity, control, and confidence no matter what the markets do.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

Two Shannon Companies, namely medical technology manufacturer Hooke Bio LTD and leading radar technology developer Provisio have been included in the Department of Enterprises €28m Disruptive Technologies Innovation Fund, which are targeting three initiatives nationwide. Firstly Hooke Bio LTD, along with the University of Galway and lIFT Biosciences have a pool of €11.9m available to them for their work in treating Metastatic Tumuors that are no longer responding to treatment. Provisio, meanwhile, along with University of Limerick and Robert Bosch Ireland LTD are developing Advanced Driver Assistance Systems and have €6.9m of funding available to them for their project which aims to achieve safer driving outcomes. To discuss this further, Derrick Lynch was joined by Éamonn Boland, Provizio co-founder and program lead.

►► 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.

We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?!

Today we're talking about capital allocation, and how it's one of the most powerful, yet least discussed, skills a CEO needs to learn.Every CEO has three core jobs:* Run a good company (Operations)* Tell a good story (Investor Relations)* Deploy capital effectively (Capital Allocation)Most CEOs focus 80% of their time on the first two. Yet it's the third, capital allocation, that often has the highest leverage and the least guidance.You can read more about this topic at lookingforleverage.comThis week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai. Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of 7 Figure Annuity Sales, host Caleb North delivers a powerful message every agent needs to hear: stop trying to make one annuity do everything. Whether it's a MYGA, FIA, or income rider product, each annuity has a core strength—and your job is to match that strength to your client's primary need, not chase a “Swiss Army knife” solution. ➡️ In this episode, Caleb breaks down: Why trying to cover growth, income, safety, and liquidity in one product often backfires The importance of identifying a product's true purpose—and staying disciplined in how you present it How to avoid analysis paralysis when selecting annuities for clients Real-world examples of how agents get it wrong—and how to get it right A mindset shift that will lead to better client outcomes and cleaner sales If you're trying to build a business based on clarity, confidence, and consistent results, this episode will help you stop overcomplicating and start strategically positioning the right product for the right reason.

Bitcoin dominance is on the decline while its price remains steady, indicating a significant shift in capital towards altcoins. This trend is a key indicator that the altseason of 2025 has begun, as capital rotation from Bitcoin to alternative cryptocurrencies gains momentum. The Altcoin Index has entered a critical zone, mirroring patterns observed in previous cycles of 2017 and 2021, which suggests a potential for major altcoin growth in the coming year.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:28 Sponsor: Tangem00:48 High-Risk Low Cap Portfolio01:01 Polygon $POL03:17 Jupiter $JUP04:00 Helium $HNT04:31 Anime Coin $ANIME05:47 G.A.M.E. $GAME06:45 Bluefin $BLUE07:54 Star Atlas $ATLAS08:36 Byte A.I. Agent $BYTE10:22 Hitdex $HIT11:35 Degen Portfolio In Progress12:09 outro#Crypto #altcoins #ethereum~Paul's Emergency Degen Altcoin Portfolio

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

In this episode of 7 Figure Annuity Sales, host Caleb North breaks down one of the most critical—and misunderstood—components of fixed indexed annuities: index strategies. If you're selling annuities without fully grasping how caps, spreads, participation rates, and crediting methods work, you're leaving both value and trust on the table. ➡️ In this episode, you'll discover: The core index strategies used in modern annuities (and when to use each) How to explain performance triggers, point-to-point crediting, and volatility control indices to clients Why not all index strategies are created equal—and what to look for in carrier design How to evaluate client suitability based on strategy, not just sizzle Proven tactics to position index strategies with clarity and confidence in your sales process Whether you're a new agent or already writing consistent premium, this episode is your complete guide to understanding and using index strategies to maximize client outcomes and build trust through transparency.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠*Today's episode is all about the Finance & Accounting function: My guest is Nicholas Andrews, who is the Founder of Aspen Consulting Group, a company that performs finance, accounting, and operations consulting for a wide range of small and medium sized businesses. Our conversation begins with several questions about how to manage cash and other sources of liquidity amid all of the macroeconomic volatility & uncertainty we're currently witnessing. We then discuss the topic of employee financial literacy, including the question of how transparent CEOs should be with company financials, and then move to questions of capital allocation and how CEOs should think about spending the cash that they generate, and finally we conclude with several considerations related to hiring, specifically focusing on the question of how CEOs should think about hiring a senior finance & accounting leader.Please enjoy!

#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