Podcasts about Barron

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: Big rigs running empty in a trucking contraction. Jim McTague, former Washington Editor, Barron's Magazine. https://www.freightwaves.com/news/truckload-contract-market-showing-early-signs-of-deterioration

Barron's senior writer Lauren Foster speaks with ETF industry pioneer Dave Nadig, financial futurist for VettaFi, about the year's biggest ETF stories, including the launch of single-stock ETFs, and what lies ahead of the second half of 2022.

In this week's episode, host Yoni Kozminski sat down with Michael Barron - COO of NeedleSmart. NeedleSmart is a market leading, patented needle destruction technology engineered in the UK. The NeedleSmart Pro device takes a hypodermic needle at the point of use, heats it to over 1,300 degrees Celsius and compresses it into a ball. It takes just a fraction of a second to convert a sharp needle into a sterile sphere of metal. The process can contribute to the reduction of Needle Stick Injuries and their consequential costs as well as having the potential to reduce the cost and increase efficiency of used needle disposal. Topics & Timestamps 0:00 Episode Introduction 3:24 About Michael Barron 7:50 NeedleSmart technology 20:36 Relationship-building 31:30 Unique Ability 45:48 Adding value ✨ Download our FREE Financial Planning Template for Amazon Sellers: https://bit.ly/free-amazon-financial-template ✨Connect with Michael Barron: https://www.linkedin.com/in/michaelbarron100/ www.needlesmart.com ✨ Connect with us on social media: Yoni on LinkedIn - https://linkedin.com/in/yonkoz/ Successful Scales on LinkedIn - https://linkedin.com/company/successful-scales/ Instagram - https://instagram.com/successfulscales Facebook - https://facebook.com/successfulscales ✨ More about us: MultiplyMii Staffing - https://multiplymii.com Escala Consulting - https://weareescala.com Successful Scales Podcast - https://successfulscales.com ✨ Full video episodes are also uploaded on YouTube: Subscribe here: https://lnkd.in/gAuEXjS Books Mentioned: Green Lights - Matthew McConaughey The Almanack of Naval Ravikant - Eric Jorgenson Successful Scales is sponsored by Global Wired Advisors - a leading digital investment bank with decades of merger and acquisition experience on online and e-commerce businesses and focused on optimizing the business sale process to increase the transactional value of your greatest asset Connect with Global Wired Advisors here - https://globalwiredadvisors.com/

(1:31) - Mike and Brendan begin the second hour looking at key indicators for a recession and what they are telling us right now.(10:56) - Megan Cassella from Barron's joined the show to discuss her article about how consumer pessimism could bring us closer to a recession.(22:14) - Talking about the often subtle ways that supermarkets and companies are adjusting to inflation and boosting profits.(33:02) - Stack roulette.

You want to be as financially unbreakable as possible, even after your career ends, right? No matter what age you “retire”, or stop working, you still need to have an income to thrive. So, how do you plan to have an income after you stop working?   In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, to talk about how to plan to have an income when you aren't working anymore, regardless of your age.   Listen in to learn the recommended withdrawal rate for spending, the role of asset allocation and inflation in retirement planning, and how to navigate a down market near the end of your career. Plus, you'll learn tips and tactics for making your savings last longer, refilling your cash reserve after spending it, and improving the sustainability of your post-career wealth plan.   “Most people, if they have a more vanilla asset class exposure in their portfolios, will not find easy pickings for rebalancing, which is why I think we come back to this idea of having 12 months', 18 months', 2 years' worth of portfolio withdrawals in cash to protect you in an environment like this one.” – Christine Benz   Episode Timeline/Key Highlights: [00:55] Introducing Christine Benz & The topic of today's episode [02:59] The 4% withdrawal rate explained & Is it still the right rule of thumb for retirement? [08:21] Variables, like bequest motives, that influence your personal withdrawal strategy. [11:38] When is the updated Morningstar report on withdrawal rates coming out? [12:36] Sequence of return risk & How should investors navigate a down market around the end of their full-time job? [21:14] How to refill and rebalance your cash bucket, bond bucket, growth bucket, etc. [29:03] Practical ways to make your savings last longer without compromising your quality of life. [33:55] Do I need a financial planner? [35:36] How to approach rising inflation in retirement. [42:03] Unique challenges and decisions that come with a $5 million+ portfolio.   Relevant Resources & Episodes Mentioned: Listen to The Long View podcast: https://bit.ly/3SaKsJ6 Read “The State of Retirement Income: Safe Withdrawal Rates”: https://bit.ly/3PMxwrl Your Money or Your Brain by Jason Zweig: https://amzn.to/2M96AFx The Little Book of Safe Money by Jason Zweig: https://amzn.to/3bea9Ib   About Christine Benz: Christine Benz is Morningstar's director of personal finance and retirement planning and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She's also the host of Morningstar's podcast, The Long View, where she talks to influential leaders in investing, advice, and personal finance about a wide range of topics like asset allocation and balancing risk and return.   In 2020, Christine was named to the Investment Advisor 25 (IA25), ThinkAdvisor's List of the 25 Most Influential Financial Leaders, and Barron's Inaugural List of 100 Most Influential Women in U.S. Finance.   Connect with Christine Follow her on Twitter: https://bit.ly/3PW0IvQ Connect with her on LinkedIn: https://bit.ly/3ORRBeA Buy Christine's books: https://amzn.to/3QcH8v5 Read articles written by Christine: https://bit.ly/3cZ4tSK Listen to The Long View podcast: https://bit.ly/3bmwdjZ   Connect with Monument Wealth Management Visit our website: https://bit.ly/monumentwealthwebsite Follow us on Instagram: https://bit.ly/MonumentWealthIG Follow us on Twitter: https://bit.ly/MonumentWealthTW Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI Connect with us on Facebook: https://bit.ly/MonumentWealthFB Subscribe to our blog: https://bit.ly/MonumentWealthBlog   About “Off the Wall” Off the Wall is a podcast aimed at helping you answer the questions: What is the point of my wealth, and what actions can I take to accomplish that purpose? Your answers to those questions will be different from everyone else's. As Wealth Managers, we're skilled at helping our clients think through these challenging, but important, questions.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.    

Barron's associate editor for technology Eric Savitz speaks with Dan Niles, founder and senior portfolio manager of Satori Fund on the outlook for technology shares. 

Paul A. Pagnato is Co-Chairman at Cresset, and Founder at PagnatoKarp, a top multi-family office and private wealth management firm with over $27 billion in assets under management. Paul is a Barron's and Forbes top advisor with more than 30 years of industry leadership, ranked #1 in Virginia on Forbes Top Wealth Advisors and #2 in Virginia on Barron's Top 1,200 Financial Advisors lists. Paul has been featured in The Wall Street Journal, Barron's, Forbes, CNBC, Fox Business, Bloomberg, Reuters, and CNN, and is an international speaker through Singularity University. Paul began his career as a microbiologist working collaboratively with NASA and McDonnell Douglas to search for life in outer space. When he joined the financial industry, he spent 19 years with Merrill Lynch where he founded the Washington, D.C. Private Banking & Investment Office before founding PagnatoKarp, a family office created squarely on the principles of transparency. In this episode, we dig into Paul's background, discuss his experience during the 2008 financial collapse, what entrepreneurs should think about when preparing for a sale or liquidation event, and talk about why Transparency is so important. This episode is for entertainment purposes only and nothing in this episode should be considered financial advice. Do your own research and consult with your investment professional before making any investment decisions. ****************************** The Analytive Podcast is created and hosted by Tyler Brooks at Analytive. If you're wanting to grow your business through measurable, trackable channels (including ABM, SEO, Facebook ads, and funnels), reach out to us. We'd love to chat.

Barron's senior managing editor deputy editor Ben Levisohn and reporter, Nicholas Jasinski discuss the outlook for financial markets, industry sectors, and individual stocks.

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His unique financial and retirement strategies are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. Shipp has also been featured in The New York Times, Forbes, Wall Street Journal, Barron's, and US News & World Report, for his knowledgeable and proven concepts. He uses these platforms to advocate for financial literacy and promote the financial planning profession as a CFP Board Ambassador. With a degree in Mathematics, Shipp's ability to provide valid, verified, and logical strategies makes him the ‘go to guy' for any financial strategy or concept considered by his clients. “I plan with a passion so my clients can live with intention.” Shipp says the success of his clients is what truly resonates with him when developing a holistic plan that incorporates their full financial picture. As an executive coach and Chief Operating Officer with Circle of Wealth® by MoneyTrax, he empowers and trains other financial advisors to help their clients understand the future impacts of their current financial decisions. Jeremy Shipp resides in the Richmond, Virginia area with his wife, Meagan, and their two pups, Hattie and Charlie. When he is not advising, teaching, or speaking, Shipp enjoys the outdoors, biohacking, and watching Buckeye football.

Photo: No known restrictions on publication. @Batchelorshow #Markets: Not recognizable as the recession of 1974, 1982, 1991, 2001, 2008. Jim McTague, former Washington Editor  of Barron's https://en.wikipedia.org/wiki/1973–1975_recession

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterTed Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron's, Business Insider, and Forbes each naming it among the top investing podcasts.Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors' strategies in his second book, ‘Capital Allocators: How the world's elite money managers lead and invest', published in March last year.We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted's bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&P 500 from 2008-2017. Enjoy!Some of the interviews referenced in today's episode:- Sam Zell: https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/- Chamath Palihapitiya: https://capitalallocators.com/podcast/the-social-capital-flywheel/- Joel Greenblatt: https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/Capital Allocators: How the world's elite money managers lead and invest: https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Barron's deputy editor Alex Eule and associate editor for technology Eric J. Savitz discuss the big week of tech earnings and what results mean in both the short- and long-term. 

Scott S. Powell, has been an entrepreneur for 30+ years, founding two companies. He has been a fellow at the Hoover Institution and is currently senior fellow at Discovery Institute. Having been a frequent guest on national radio and TV, he has also published in the Wall Street Journal, Barron's Financial, New York Post, Philadelphia Inquirer, Washington Times, Chicago Tribune, Houston Chronicle, Dallas Morning News, San Francisco Chronicle, USA Today and many others. He has been called on twice to provide expert witness testimony for the U.S. Senate Committee on Foreign Relations. His new book, Rediscovering America, has been #1 Amazon New Release in the history genre for eight weeks. TOPIC: World War III Is Here and It's an Ongoing Psyop to Break America!! Chris Chmielenski is the Vice President, Deputy Director for NumbersUSA, he's been with NumbersUSA since 2008. Ammong his duties Chris has beens tasked with mobilizing NumbersUSA grassroots activists in all 50 states. He graduated from Syracuse University in 1996 with a B.A. in Political Science and Journalism. TOPIC: AFGE move to ‘abolish' labor union for ICE officers spurs call for probe!!

The Federal Reserve could put a quick end to inflation on its own, economist Claudia Sahm says, but be careful what you wish for. Remember that thing we were talking about yesterday? Sahm, formerly of the Fed and the White House, now the founder of Sahm Consulting, says the central bank can only do so much to tame prices without throwing the economy into recession. For this week’s deep dive, she tells us some ways Congress can pitch in. Here’s everything we talked about on the show today: “Don’t make the Fed go it alone on inflation” from Stay-At-Home Macro “Will the Fed Cause a Recession? Not Necessarily, if Biden's White House Acts” from Barron's “The Agony of an Early Case of Monkeypox” from The New Yorker “W.H.O. Declares Monkeypox Spread a Global Health Emergency” from The New York Times “China Targeted Fed to Build Informant Network, Access Data, a Probe Says” from The Wall Street Journal Have any thoughts on the show? Something interesting to share, or perhaps an answer to the Make Me Smart question? Email us at makemesmart@marketplace.org or leave us a voice message at (508) 827-6278 or (508) U-B-SMART.

The Federal Reserve could put a quick end to inflation on its own, economist Claudia Sahm says, but be careful what you wish for. Remember that thing we were talking about yesterday? Sahm, formerly of the Fed and the White House, now the founder of Sahm Consulting, says the central bank can only do so much to tame prices without throwing the economy into recession. For this week’s deep dive, she tells us some ways Congress can pitch in. Here’s everything we talked about on the show today: “Don’t make the Fed go it alone on inflation” from Stay-At-Home Macro “Will the Fed Cause a Recession? Not Necessarily, if Biden's White House Acts” from Barron's “The Agony of an Early Case of Monkeypox” from The New Yorker “W.H.O. Declares Monkeypox Spread a Global Health Emergency” from The New York Times “China Targeted Fed to Build Informant Network, Access Data, a Probe Says” from The Wall Street Journal Have any thoughts on the show? Something interesting to share, or perhaps an answer to the Make Me Smart question? Email us at makemesmart@marketplace.org or leave us a voice message at (508) 827-6278 or (508) U-B-SMART.

0:00 Intro.1:37 Start of interview.3:03 Francine's "origin story". She grew up in Chicago and graduated from Purdue in accounting but "she hated it." She began in internal audit at Chicago's Continental Illinois National Bank and Trust. She later worked with KPMG/BearingPoint in the early 1990s. She also worked at JP Morgan where she focused on Y2K risk. Post Sarbanes Oxley she worked at PricewaterhouseCoopers LLP until 2006. She then pivoted as an investigative reporter and feature writer. At MarketWatch, and for The Wall Street Journal and Barron's, McKenna reported on public company accounting, fraud and financial investigations, and the potentially dubious financial reporting practices of pre-IPO companies. She also started teaching at different universities. She has now joined full-time as a Lecturer at University of Pennsylvania Wharton Business School.17:53 On Ernst & Young's $100 million penalty by the SEC for employees cheating on CPA ethics exams and misleading investigation. To put this case into context, it's important to understand KPMG's case from 2019 ($50 million penalty by the SEC). Note this teaching case study on the KPMG/PCAOB scandal.24:50 Criminal convictions in KPMG case.26:01 EY's role in misleading the investigation of the SEC.31:38 On KPMG receiving its largest UK fine (£14.4M) for providing false information about its audits of Carillion and Regenersis. On why the "Big 4 Audit Firms" are "Too Big to Fail."33:16 What's really going on with the Big 4  audit firms? Audit services vs consulting services. "When there is tension between professionalism and commercialism, [the latter] will always win out." "You cannot restrain the heartless except via enforcement."37:50 On lessons for directors in frauds of private companies. "I use Theranos as a warning case for students in accounting: it's the canary in the coalmine in case the audit profession doesn't evolve." There were three audit firms involved in the Theranos case: EY at the beginning but then walked away, then KPMG until they had a dispute about stock option valuations (staying only to do consulting), and PwC did forensic work winding down the company. None of them audited the firm, they only provided services. "They [the audit firms] made more money, with less liability, by providing other services [actively choosing not to provide auditing services.]" "Private companies avoiding going public [the deeper scrutiny] is the shape of things to come." How the JOBS Act stripped away some of the scrutiny over emerging growth companies [EGCs]. Some, like SEC Commissioner Hester Peirce, are in favor of this lighter regulatory approach.47:22 On whether unicorns require a stricter regulatory framework. "We are seeing this [laissez-faire] attitude to the max in the crypto industry."50:00 On whether Sarbanes Oxley had a negative effect on the US IPO market. "We should not have marginal/shady companies in the public markets." On the negative effect of relaxing the rules in the JOBS Act. "We should be talking about the quality of companies, not the quantity of listings."55:26 On the difference between valuations (in private companies) and marketcap (in public companies). "I'm a big believer in the power of short sellers and activist investors to highlight [price inefficiencies and fraud] because they put their money where their mouth is." "The SEC has been very disappointing in both Republican and Democratic administrations in terms of actually calling accounting fraud by its name." On the role of whistleblowers.01:04:02 On the rise (and increasing political polarization) of ESG. "I'm cynical towards it, firms are looking to get a piece of clients' wallets." "The trend first emerged in Europe with firms providing side audits like carbon emissions." "My head is tainted with the idea that it's all a big marketing ploy." The audit mandate in the proposed SEC's climate change disclosure rules. On the proxy proposals (like Exxon's) and greenwashing.01:10:28 - Three books that have greatly influenced her life: Siddartha, by Hermann Hesse (1922)The Road Less Traveled, by M. Scott Peck (1978)The Origins of Totalitarianism, by Hannah Arendt (1951)01:13:18 - Who were your mentors, and what did you learn from them? From her time at Continental Illinois:Peggy Jackson TurnerJudy Port01:15:03 - Are there any quotes you think of often or live your life by? "Der Mensch Tracht, un Gott Lacht (Man Plans, and God Laughs)" (Yiddish)"Morallity cannot be legislated, but behavior can be regulated. Judicial decrees may not change the heart, but they can restrain the heartless." Martin Luther King Jr.01:16:12 -  An unusual habit or an absurd thing that he loves: collecting metal objects.01:17:47 -  The living person she most admires: Judge Jed S. Rakoff, Jordan Peele.Francine McKenna is a full-time Lecturer at University of Pennsylvania Wharton Business School. She teaches ACCT 611 and 613, Introduction to Financial Accounting for MBAs. She is also an independent writer and commentator and authors the newsletter The Dig, where she scrutinizes accounting, audit and corporate governance issues at public and pre-IPO companies.__You can follow Francine on social media at:Twitter: @retheauditorsLinkedIn: https://www.linkedin.com/in/francinemckenna/Substack: https://thedig.substack.com/__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Episode 28 Interview with Rick Barron Man State Central Committee candidate 33rd District-OH

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and individual stocks.

Photo: No known restrictions on publication. @Batchelorshow #Markets: Yes, it is a Bear Market recession. Jim McTague, former Washington editor, Barron's Magazine. https://www.wsj.com/articles/twitter-earnings-twtr-q2-2022-11658446426?mod=hp_lead_pos2

Eddie and Justin welcome therapist, social worker, and sex positivity advocate Celine Barron onto the show. They discuss how dysfunctional sex education is in the US, and how it impacts the lives and mental health of young women.Link to resources:https://sexwithemily.com/

We are honored to have Dr. Bill Stixrud as our guest today. Dr. Stixrud is a clinical neuropsychologist and founder of the The Stixrud Group. He is the co-author of the national bestselling book, The Self-Driven Child: The Science and Sense of Giving Your Kids More Control Over Their Lives. Diana and Dr. Stixrud discuss the false assumptions that self-driven children of affluent families face. They discuss the benefits of medication and other behavioral strategies for children with ADD and ADHD, as well as how neuropsych testing can help kids be more confident and successful in school. Dr. Stixrud gives advice on how parents can have high expectations yet  still allow their kids to be successful in their own  way.    IN THIS EPISODE:    [01:40] What does a neuropsychologist do and what neuropsych tests tell about children  and their skills?  [04:03] False assumptions about self-driven children and perfect educational pathways.  [10:50] The balance between high expectations and high support for children to be successful.  [13:01] How neuropsych testing can help kids be more successful in school.  [16:23] Does medication for ADD and ADHD work?  [19:57] Other behavioral strategies for those diagnosed with ADHD.    KEY TAKEAWAYS:     Many children of affluent families in high achieving schools don't feel as close to their parents. We recommend, more than anything else, that parents spend time alone with each one of their kids.  Parents must balance their expectations. Express confidence in your children to let them know they can do something really interesting in this world and let them know you'll support them however you can. Don't weigh children down with the idea that somehow there's only one path for them. If children are  suffering from ADD or ADHD, or it's holding them back from being successful in school, try medication. See how it works for your child, and then decide whether to continue to use it or not.    BIO:  William R. Stixrud, Ph.D., is a clinical neuropsychologist and founder of The Stixrud Group. He is a faculty member at Children's National Medical Center and an Assistant Professor of Psychiatry and Pediatrics at the George Washington University School of Medicine. He is  the co-author, with Ned Johnson, of the national bestselling book, The Self-Driven Child: The Science and Sense of Giving Your Kids More Control Over Their Lives, and of their new book, What do You Say? Talking with Kids to Build Motivation, Stress Tolerance, and a Happy Home. Dr. Stixrud's work has been featured in media outlets such as NPR, CNN, MSNBC, The New York Times, The Washington Post, The Times of London, The Wall Street Journal, U.S. News and World Report, Time Magazine, Scientific American, Business Week, Barron's, and New York Magazine. He is a long-time practitioner of Transcendental Meditation, and he plays in the rock band, Close Enough.    The Stixrud Group Website    The Self-Driven Child Website    Prep Talks Podcast Website 

Barron's Senior Writer Al Root

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client's unique needs. He and his team consistently strive to deliver a “WOW” client experience.Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client's unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron's Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.Learn more: https://interchangecp.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client's unique needs. He and his team consistently strive to deliver a “WOW” client experience.Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client's unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron's Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.Learn more: https://interchangecp.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners

JR Gondeck is the sharpest financial mind I've had on this show. He's a Wealth Advisor & Managing Director at The Lerner Group. Not to mention he's been featured in Forbes, Barron's, VP at a big bank and has 4 kiddos!JR works with families to promote intentional communication and drive collaboration between all generations. In fact, he recently co-authored a book titled, Family Value at Risk, which details the importance of inclusive and intentional communication among family members "to leave a legacy wealthier than money."JR leverages his deep knowledge of global financial markets and passion for investing to guide clients through market trends. He's an advocate of financial literacy and hosts family meetings to connect with the next generation.In this episode, we discuss JR's thoughts on Bitcoin—whether he believes in its potential as a long-term currency. He focuses on its limiting factors and compares the cryptocurrency to gold.JR and I also talk about the importance of knowing one's Net Worth. He says he's always surprised by how many people don't know their Net Worth, which he says is crucial to know, adding, "Detail everything—from 401K accounts, insurance, investments you've made, mortgage & interest rates—so that you really know what the bottom line number is."Especially at our age (JD & I are the same age), he says, "It's critical you know where everything is and how it's titled."Why is this so important (that you know your Net Worth)?Number one. It allows for better decision-making, both short-term (can you buy a new car with the motherfuckin' driver seat sittin' in the middle?) and long-term (can you and your son Weezy get a house by the water?) This conversation was fun. My guest was sharp as they come. He makes many predictions during this episode that have already come true.But perhaps the most impactful part of the discussion, for me at least, was how he now has me thinking about multi-generational financial strategy. Whereas I considered myself a long-term thinker before now, JR has me adding pages to the 'ole financial playbook.Hope you learn as much as I did!

A pre-earnings look at internet stocks. Barron's associate editor for technology Eric Savitz speaks with Ryan Jacob, CEO of the Jacob Internet Fund.

Brentwood Baptist Church Buzzsprout-10979328 Mon, 18 Jul 2022 08:00:00 -0400 1852

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the outlook for financial markets, interest rates, airlines, Tesla, Goldman Sachs, and other companies reporting second-quarter earnings.

Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy is also an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor and Foreign Policy. Soul in the Game is his third book, and first non-investing book.https://contrarianedge.com https://soulinthegame.net "Live Free or Dialogue" is a video conversation series within Michael Todd Fink's "Kind Mind" podcast platform and based on the etymology of the word dialogue: two individuals (di) communicating with openness, respect and mutual search for meaning (logos). https://www.michaeltoddfink.comYou can support this podcast and access bonus content here: https://patreon.com/kindmind

I interview the Chief Operating Officer with Circle of Wealth®, Jeremy Shipp. We discuss actual retirement strategies that work and many of the falsehood surrounding retirement, real estate, and life insurance. Guest Bio Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His unique financial and retirement strategies are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. Shipp has also been featured in The New York Times, Forbes, Wall Street Journal, Barron's, and US News & World Report, for his knowledgeable and proven concepts. He uses these platforms to advocate for financial literacy and promote the financial planning profession as a CFP Board Ambassador. With a degree in Mathematics, Shipp's ability to provide valid, verified, and logical strategies makes him the ‘go to guy' for any financial strategy or concept considered by his clients. “I plan with a passion so my clients can live with intention.” Shipp says the success of his clients is what truly resonates with him when developing a holistic plan that incorporates their full financial picture. As an executive coach and Chief Operating Officer with Circle of Wealth® by MoneyTrax, he empowers and trains other financial advisors to help their clients understand the future impacts of their current financial decisions. Guest Links Free 10 step circle of wealth resource - https://www.getcownow.com Learn More About Circle Of Wealth - https://www.moneytrax.com  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

Thousands gathered in Boulder on Saturday to protest the Supreme Court's decision overturning Roe v. Wade. Moments of sadness, anger and hope filled Boulder's Pearl Street Mall. KUNC's Robyn Vincent was there.  Colorado has recorded 9 monkeypox cases over the last three months, but health officials are worried the virus could spread fast if unchecked. To learn more, KUNC's Beau Baker spoke with Dr. Michelle Barron. Barron is the senior medical director of infection prevention and control with UC Health. You can find vaccine clinics, resources and the latest information from the state on monkeypox at the Colorado Department of Health and Environment website.Every Tuesday, KUNC's Samantha Coetzee speaks with our colleagues over at the Colorado Sun about the local stories they're following. Earlier this week,  she spoke with editor Larry Ryckman about the Uinta Railroad, Denver Public Schools, and potatoes.A non-police response program in Denver is expanding with more funding and staffing. This comes as many local communities are trying to figure out how to better handle mental health-related emergencies. A new study focusing on the impact of Denver's STAR program suggests it has reduced crime in the city. KUNC's Beau Beaker spoke with reporter Leigh Paterson to learn more.  Colorado Edition is hosted by Yoselin Meza Miranda and produced by the KUNC newsroom, led by news director Sean Corcoran. Web was edited by digital operations manager Ashley Jefcoat.  The mission of Colorado Edition is to deepen understanding of life in Northern Colorado through authentic conversation and storytelling. Colorado Edition is made possible with support from our KUNC members. Thank you! Our theme music was composed by Colorado musicians Briana Harris and Johnny Burroughs. Other music in the show by Blue Dot Sessions.

It's hard to get past some of the more sensational aspects of the New Hampshire murder of Jonathan Amerault and the horrific abuse of Brittney Barron by Armando Barron, but once you do it's a textbook case of what can happen when coercive control goes unchecked. Some people may ask why Barron's wife didn't do […]

Barron's deputy editor Alex Eule and associate editor for technology Eric J. Savitz discuss the upcoming earnings season and the outlook for tech stocks.  

Mindy Lubber is the CEO and President of the sustainability nonprofit organization Ceres. She leads an all-women executive leadership team and more than 160 employees working to mobilize the most influential investors and companies to solve the world's greatest sustainability challenges. She has been at the helm since 2003, and under her leadership, the organization and its powerful networks and global collaborations have grown significantly in size and influence. Prior to Ceres, Lubber served as a Regional Administrator at the U.S. Environmental Protection Agency under former President Bill Clinton. She also founded Green Century Capital Management and served as the director of the Massachusetts Public Interest Research Group (MASSPIRG). She has received numerous awards and recognitions for her leadership. In 2020, Lubber was awarded the United Nations 'Champions of the Earth' Entrepreneurial Vision award. In the same year, Lubber made Barron's Magazine's list of the 100 most influential women in U.S. finance, and then again in 2021. She has also received the Climate Visionary Award from the Earth Day Network, William K. Reilly Award for Environmental Leadership from American University, and the Skoll Award for Social Entrepreneurship from the Skoll Foundation. She has been recognized by the United Nations and the Foundation for Social Change as one of the World's Top Leaders of Change. In 2019, 2020, and 2021, Ceres was named a top 100 women-led businesses in Massachusetts by the Globe Magazine and Commonwealth Institute.

Alison works on challenges at the intersection of corporate integrity, risk and responsibility. She is  the Executive Director of Ethical Systems, which is part of NYU Stern School of Business and is a collaboration between leading academics working on behavioral science, systems thinking and organizational psychology. Alison is  currently writing a book for HBR Press on how the landscape for business ethics is transforming. She has advised hundreds of large multinational companies on strategy, sustainability, political and social risk, culture and behavior, human rights, ethics and compliance, stakeholder engagement, ESG, and anti-corruption. I regularly speak and write on all aspects of business responsibility and ethics. I've written articles in Harvard Business Review, WSJ, Quartz, Reuters, Barron's,, and Forbes, and am quoted in New York Times, Financial Times, Time, Axios, Bloomberg, NBC News, Strategy + Business, Foreign Policy, Fortune, Voice of America, and Politico. I guest lecture for sustainability, business, public policy, political science and law graduate students all over the place. Lots more on Twitter @https://twitter.com/FollowAlisonT (FollowAlisonT) Resources. https://twitter.com/EthicalSystems (https://twitter.com/EthicalSystems) https://www.ethicalsystems.org/alison-taylor/ (https://www.ethicalsystems.org/alison-taylor/) https://www.ethicalsystems.org/meet-alison-taylor-ethical-systems-new-executive-director/ (https://www.ethicalsystems.org/meet-alison-taylor-ethical-systems-new-executive-director/) https://podcasts.apple.com/us/podcast/breaking-the-fever/id1510944005 (https://podcasts.apple.com/us/podcast/breaking-the-fever/id1510944005) https://www.ethicalsystems.org/incentives/ (https://www.ethicalsystems.org/incentives/) https://en.wikipedia.org/wiki/Smilla%27s_Sense_of_Snow_(film) (https://en.wikipedia.org/wiki/Smilla%27s_Sense_of_Snow_(film)) https://yourewrongabout.com/ (https://yourewrongabout.com/) https://freakonomics.com/podcast/are-women-really-less-happy-than-men/ (https://freakonomics.com/podcast/are-women-really-less-happy-than-men/)

Peter Lazaroff, chief investment officer at Plancorp, which manages over $5.5 billion of client assets, speaks with Barron's senior writer Lauren Foster about ways to protect your portfolio during a bear market.

Chefs Chris & Juice sit down to discuss the myth that sustainability isn't viable for business profitability, and we give our 5 tips to elevating your BBQ game. Join us as we continue our journey to understanding how sustainability effects our lives and our wallets.   https://www.theceomagazine.com/business/management-leadership/green-companies/ (Big profitable companies that are becoming the unlikeliest green leaders (theceomagazine.com)) https://www.barrons.com/articles/most-sustainable-companies-51644564600 (Barron's 100 Most Sustainable Companies | Barron's (barrons.com)) https://www.environmentalleader.com/2022/06/80-of-young-americans-are-willing-to-pay-more-for-sustainable-products/ (80% of Young Americans Are Willing to Pay More for Sustainable Products (environmentalleader.com)) www.JoinFoody.com https://joinfoody.com/forwarddiningsolutionsllc (Chef Christopher Galarza (joinfoody.com)) https://www.collaborativedesign.org/get-the-guide-bdpg (Building Decarbonization Practice Guide — The William J. Worthen Foundation (collaborativedesign.org)) Join the conversation: Subscribe to Sustainable Overload Podcast on YouTube, Twitter, & TikTok by searching S_O_Podcast. Instagram: Sustainable Pod Please consider Subscribing, sharing, and leaving us your feedback on Apple podcasts and everywhere you get your podcast. Chef Chris Socials: Instagram: @ForwardDiningSolutionsLLC Twitter: @DiningForward LinkedIn: https://www.linkedin.com/in/chef-christopher-galarza-8a632742/ (Chef Christopher Galarza | LinkedIn) www.ForwardDiningSolutions.com Chef Juice Socials: @XanderWaynerxrx on all social platforms www.Rxmusic.us Sustainable Overload is a product of Forward Dining Solutions LLC. and brought to you by RX Music “healing the world with sound”. This podcast is made possible because of listeners like you. Your listens, feedback, and patronage is this podcast exists.

https://www.kylensbarron.com/ Born, raised, and educated in Philadelphia, PA, and Cottageville/Walterboro, SC. Kylen has a twin brother and six other siblings. She spent many years traveling from the East Coast to the West Coast, California to New York and Canada, managing her children's acting careers, coaching them through many scripts and auditions while achieving SAG/AFTRA status, with featured principle appearances in many roles. She has worked closely with pioneers in the industry, with various directors and actors in national and regional commercials, soap-opera-daytime television, music videos, and featured films. ​ A Retired Executive Director for AMarriage Entertainment, LLC, a Philadelphia-based recording studio; her experiences were inspired by her many years in the entertainment industry as a script-reader and acting coach, a consultant for playwrights, and organizing local and regional concert venues. Her noted experiences would provide a roadmap that would allow her to pursue a lifelong passion for writing, to publishing her first non-fiction book: “Unspoken Truth- From A Buried Past.”

The Wall Street Journal is finally entering the commerce space after spending a year figuring out what that business will look like for Dow Jones. Launched last month, Buy Side from WSJ is a standalone site whose newsroom operates separately from the Journal, but has the same focus of helping people make financial decisions -- a shared mission for Dow Jones' other properties including MarketWatch and Barron's, according to the company's chief revenue officer Josh Stinchcomb. The timing of Buy Side's launch -- which is likely taking place right before a recession -- could be a unique challenge for most commerce publishers, with audiences starting to pinch their pennies and brands reconsidering their affiliate marketing budgets. But Leslie Yazel, head of content for Buy Side, believes that these circumstances could benefit her team's editorial strategy, thanks to the personal finance focus featured in each article. On the latest episode of the Digiday Podcast, Stinchcomb and Yazel discuss how Buy Side is balancing consumer product recommendations with detailed budgeting breakdowns to help readers make purchase decisions through the lens of value, as well as setting sights on striking up affiliate partnerships with financial institutions.

ABOUT: Keynote speaker and moderator Anne Lester helps Millennials and GenZs save smart and retire happy. Anne spent 20 years as Head of Retirement Solutions for JPMorgan Asset Management. Media coverage includes CNBC, Bloomberg, WSJ, NYT, and Barron's which featured Anne on their cover. Policy work includes testifying for the US DOL and SEC. With AARP, she cofounded Aspen Leadership Forum on Retirement Savings to find breakthroughs to the far-reaching problem of inadequate savings. Anne graduated from Princeton and Johns Hopkins. She was awarded a Fulbright Fellowship. Anne and her husband have two children who are both becoming retirement-ready. STAY CONNECTED: Website: www.AnneLester.com LinkedIn: https://www.linkedin.com/in/savesmartwanne Twitter: @SaveSmartWAnne Instagram: @savesmartwanne Youtube: https://www.youtube.com/channel/UCE7snA-XZ4vdlUAXFU8MHEg __________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don't forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE riseupforyou.com/coaching

Barron's Senior Managing Editor Lauren R. Rublin speaks with Deputy Editor Ben Levisohn and Ashok K. Bhatia, deputy chief investment officer for fixed income at Neuberger Berman, about the outlook for financial markets, sectors, individual stocks, and opportunities in fixed income.

Vitaliy Katsenelson is this week's guest. We talk about the essence of life and how to gain purpose and meaning. New book alert! Soul in the game... Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007), and Soul In the Game. Follow @vitaliyk Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: ()

Photo: No known restrictions on publication. CBS Eye on the World with John Batchelor CBS Audio Network @Batchelorshow #Markets: Climbing the Great Wall of Worry. Jim McTague, former Washington Editor, Barron's. https://www.wsj.com/articles/where-employers-added-jobs-in-june-11657298066

Photo: #Markets: In a recession now. Brett Arends, Barron's. @BrettArends  @MKTWArends  @Marketwatch ROI   #MarketWatch https://www.bloomberg.com/news/articles/2022-07-01/rattled-stock-bulls-keep-paying-punishing-price-for-hopefulness?srnd=markets-vp&sref=5g4GmFHo

Photo: #Markets: The second half of the bear market year. Jim McTague, former Washington Editor, Barron's.  https://www.bloomberg.com/news/articles/2022-07-01/rattled-stock-bulls-keep-paying-punishing-price-for-hopefulness?srnd=markets-vp&sref=5g4GmFHo

If you want to grow and protect your wealth and secure your financial future, the best time to start is now. Investing can seem intimidating and confusing, but Peter Mallouk, CEO of Creative Planning, sought-after financial thought leader, and New York Times bestselling author is here to demystify investing and financial planning and get you on a path to financial freedom. In this episode, Hala and Peter discuss why now is the best time to start investing, what plans you should have in place before you invest, and at what point you should consider getting an independent financial advisor, and Peter gives tips about compounding, insurance, and diversifying. Topics Include: - Importance of optimism and the truth about “the good ole days”   - The media and the narrative of negativity  - Why is now the best time to be investing?  - S&P 500 and the importance of diversifying  - Real-life experience of the importance of diversifying  - The power of compounding  - Why it's important to know what we want  - Financial independence vs retirement  - Important plans to have in place before starting investing - Difference between broker and independent financial advisor  - When should you get an independent financial advisor  - Tips for someone working at a corporation - Advice about insurance  - What to look for in financial planning - Peter's New Book, The Path  - Peter's secret to profiting in life   - And other topics… Peter Mallouk is the CEO of Creative Planning, a wealth management firm, that has been ranked #1 in America by outlets such as CNBC and Barron's. Peter has been on Worth Magazine's Power 100 rankings and has received other accolades such as the Ernst & Young Entrepreneur of the Year Award.  He is also a financial industry thought leader and author of several books, including The 5 Mistakes Investors Make and How to Avoid Them and The Path, co-authored by Tony Robbins. Sponsored By: Open Door Capital - Go to investwithodc.com to learn more! Jordan Harbinger - Check out jordanharbinger.com/start for some episode recommendations Shopify - Go to shopify.com/profiting, for a FREE fourteen-day trial and get full access to Shopify's entire suite of features Faherty - Head to fahertybrand.com/yap and use code YAP at checkout to snag 20% off ALL your new spring staples First Person - Go to getfirstperson.com and use code YAP to get 15% off your first order Resources Mentioned: YAP Episode #84: The Path to Financial Freedom with Peter Mallouk: https://www.youngandprofiting.com/84-the-path-to-financial-freedom-with-peter-mallouk/ YAP Episode #72: Post-Covid Predictions and Investing Tips with Peter Mallouk: https://www.youngandprofiting.com/72-post-covid-predictions-and-investing-tips-with-peter-mallouk/  Peter's Books: https://www.amazon.com/Peter-Mallouk/e/B00NA6DO18  Peter's Website: https://creativeplanning.com/  Peter's LinkedIn: https://www.linkedin.com/in/peter-mallouk/  Peter's Twitter: https://twitter.com/PeterMallouk/  Peter's Facebook: https://www.facebook.com/OfficialPeterMallouk/  Connect with Young and Profiting: Hala's LinkedIn: https://www.linkedin.com/in/htaha/     Hala's Instagram:https://www.instagram.com/yapwithhala/     Hala's Twitter: https://twitter.com/yapwithhala  Clubhouse: https://www.clubhouse.com/@halataha   Website: https://www.youngandprofiting.com/  Text Hala: https://youngandprofiting.co/TextHala or text “YAP” to 28046 Learn more about your ad choices. Visit megaphone.fm/adchoices

Photo: #Markets; The bear rallies in the gloom. Jim McTague, former Washington Editor, Barron's. https://www.wsj.com/articles/global-stocks-markets-dow-update-06-24-2022-11656055923?mod=hp_lead_pos1

Photo: #Commodities. Gold holds value, crypto doesn't. Simon Constable, Barron's https://www.barrons.com/articles/gold-prices-stocks-bonds-crypto-plunge-51655445600 Simon Constable,  Forbes Edinburgh; economist, journalist, currently based in Scotland; and author, The WSJ Guide to the 50 Economic Indicators That Really Matter: From Big Macs to "Zombie Banks," the Indicators Smart Investors Watch to Beat the Market.