Podcasts about CFA

George Stefanou – First-generation Greek-American, Forbes “Best in State” Next Gen Wealth Advisor (2023, 2024), author of Two Comma Wealth, and founder of the financial planning firm Two Comma Wealth. Early Hustle: Grew up working flea markets, managing a coffee stand by 14, learning firsthand about hard work and margins (selling hundreds of cups from a single bulk bag of beans). Family stress on work ethic over formal education (first in his family to finish high school/college). Mindset & Upbringing: Dad: 4th grade education, Greek immigrant roots, championed U.S. for its opportunity. Education wasn't pressured but encouraged as a path out of manual labor — “you can make a lot more money owning the business than swinging the hammer.” Professional Beginnings: Started at CVS (Florida): progressed from cashier to store management, realized the corporate grind wasn't for him. Discovered financial advising, took the risk, and built a book of clients from scratch despite early financial hardship. Career in Financial Planning: Earned numerous certifications (to build trust while young). Stresses need for lifelong learning and combining IQ and EQ for real success with clients. About Two Comma Wealth (the book): Written for both consumers and industry peers. Focuses on actionable strategies for surpassing $1M net worth, but especially on what changes after you cross that threshold: Complexity, emotional swings with market volatility, nuances around distributions, withdrawal rates, taxes, and estate planning. Challenges of first-generation wealth (scarcity mindset, fear of spending, finding balance between living now and preserving legacy). Aims to demystify wealth management for “everyday millionaires.” Certified Financial Planner Career Path: Entry routes: Broker/dealer, fee-only/RIAs, or hybrid. Education/licensing: Can get entry-level securities licenses in months; advanced credentials (CFP, CFA) take years but build a valuable career “moat.” Highly front-loaded: Most start with low/no pay, lots of cold prospecting, high attrition/turnover. Significant success and six/seven figures possible for those that break through. Modern firms now offer more support, salary, and training versus the old eat-what-you-kill model. The Power of Having a Moat: High difficulty of becoming a trusted CFP means fewer competitors once you succeed, and deeper, more meaningful client relationships. Final Takeaways: CFPs and financial planners can have massive, positive multigenerational impact—if they combine technical skill with empathy and true service. The field is very challenging at first but extremely rewarding. Barriers to entry and trust are a signal that the opportunity is real. Connect with George Stefanou: Book: Two Comma Wealth Contact: Find George on all major social media or email directly (contact in show notes)

In this episode of the Healthy, Wealthy and Smart podcast, host Karen Litzy welcomes back financial expert Joe Reinket to discuss the latest changes in student loans. Joe, a CFA charter holder and founder of FitBux, shares valuable insights into how these changes will impact three key groups: current students, those in repayment, and graduates nearing forgiveness. The discussion provides practical information on what to expect regarding student loans. Join Karen and Joe for an informative conversation that aims to clarify the current landscape of student loans and empower listeners with knowledge.   Time Stamps:  [00:01:48] Student loan changes overview. [00:05:03] Federal vs. private student loans. [00:10:03] Student loan funding for programs. [00:12:10] Student loan forgiveness programs. [00:15:49] New IBR vs Old IBR. [00:21:32] New vs. old IBR. [00:25:11] New Income Repayment Assistance Plan. [00:27:10] Loan forgiveness options explained. [00:31:27] Public service loan forgiveness changes. [00:37:32] Student loan refinancing options. [00:39:25] Financial planning for young professionals. [00:43:01] Home ownership financial perspective. [00:45:57] AI scribe for physical therapists.   More About Joe: Joseph is a Chartered Financial Analyst (CFA) and founder of FitBUX which has helped over 18,000 young professionals on their journey to financial freedom. Joseph has been personally investing since he was 12 years old. In addition, he has experience in student loans, mortgages, wealth management, investment banking, valuation, stock trading, and option trading. He has been on 100s of podcast and has been invited to 100s of universities to discuss financial planning with their soon to be graduates. He is currently an adjunct financial wellness professor at 15 universities. Resources from this Episode: FitBux FitBux on YouTube FitBux on Instagram   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Twitter Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Les journalistes et experts de RFI répondent également à vos questions sur les manuscrits de Tombouctou, une polémique sur le patrimoine au Sénégal et l'épidémie de choléra au Soudan. Israël : un plan de colonisation pour le découpage de la Cisjordanie  Israël relance un projet controversé de colonisation en Cisjordanie, à l'est de Jérusalem.  Pourquoi relancer ce plan maintenant alors qu'il avait été gelé en 2005 ? En quoi la zone E1 est-elle stratégique pour Israël ? Avec Nicolas Falez, envoyé spécial de RFI à Jérusalem.    Mali : les manuscrits de Tombouctou rapatriés sous haute sécurité  Au Mali, les autorités ont entamé le rapatriement des manuscrits de Tombouctou, plus de dix ans après leur exfiltration. Pourquoi le retour des manuscrits à Tombouctou a-t-il pris treize ans ? Quelles mesures ont été prises pour garantir la sécurité pendant le transfert ? Avec Diarouga Aziz Balde, journaliste au service Afrique de RFI.   Sénégal : polémique autour de la déclaration de patrimoine  Au Sénégal, l'opposition conteste un projet de loi sur la déclaration de patrimoine qui exclut le président en fin de mandat. Quelles sont les justifications avancées par le Pastef pour défendre le texte ? En quoi l'abaissement du seuil de déclaration de 1 milliard à 500 millions de francs CFA change-t-il la donne ? Avec Juliette Dubois, correspondante de RFI à Dakar.    Soudan : une grave épidémie de choléra frappe le pays  Le Soudan, et notamment la région du Darfour, est en train de vivre une de ses pires épidémies de choléra. Qu'est-ce qui rend cette épidémie de choléra particulièrement grave par rapport aux précédentes ? Quels sont les principaux obstacles à la prise en charge rapide des malades ? Avec Sylvain Pénicaud, coordinateur de MSF à Tawila dans le Darfour-Nord. 

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets.  CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered.  Please like/share/subscribe as it helps us a lot to get the word out  

Anna Paglia, Executive Vice President and Chief Business Officer at State Street Investment Management, joins host Stewart Foley, CFA, for a wide-ranging discussion on innovation and disruption in asset management.   She shares her unconventional career journey from international law to leading one of the industry's largest investment platforms, offering a unique perspective on how evolving client needs, technological change, and strategic partnerships are reshaping the industry. Anna discusses State Street's $5 trillion milestone, its rebrand, and initiatives designed to democratize access to both public and private markets, including the launch of a public–private credit ETF.   The conversation covers insurer-specific solutions, the role of ETFs and cash management, the importance of team culture, and the next decade's potential for convergence, tokenization, and blockchain in portfolio management. For asset managers, insurers, and institutional investors, this episode offers valuable takeaways on how to thrive in a rapidly changing financial landscape.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Deferred compensation plans can be a powerful retirement tool — but they're often misunderstood and carry unique risks. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how these plans work in 2025, from 409A rules to 457(b) and 457(f) plans that are especially common in the healthcare industry. We'll cover why so many executives and physicians use them, how payout rules can trigger unexpected tax bills, and what happens when your employer is acquired — including timely insights for those in Northeast Ohio as Summa Health transitions from nonprofit to for‑profit under a private equity firm. Here's some of what we discuss in this episode:

Ethereum's rally has captivated the market, but is it really about the GENIUS Act and stablecoins, or just raw flows?  In this episode of Bits + Bips, Alex Kruger, Ram Ahluwalia, Steven Ehrlich, and special guest Sid Powell of Maple Finance, dive deep into what's driving ETH, the macro forces shaping crypto's next leg up, and whether traders are completely wrong about the Fed's next moves. From the potential flood of TradFi capital onto the blockchain, to the battle for stablecoin dominance, to whether Solana is about to get a major boost, the conversation dissects the signals in today's market. Hosts: Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Sid Powell, CEO & Co-Founder of Maple Finance Links: Unchained: Custodia Patent for Bank Stablecoin Challenges Big Banks Entering the Field CBS News: CPI rose in July by 2.7% on an annual basis. Here's what that means. CNBC:  Circle shares rise as second-quarter revenue jumps 53% on strong stablecoin growth Fed board contenders Miran, Bullard say Trump's tariffs are not causing inflation CoinDesk.  ETH Transaction Volume C Much as $20limbs on Price Rally, Cheaper DeFi Costs Tom Lee's BitMine Immersion Aims to Raise asB for More ETH Buys Cointelegraph: SharpLink Gaming shares dip after $400M deal to boost Ether holdings Bloomberg: Godfather of the Mar-a-Lago Accord Goes to the Fed Timestamps:

Send us a textWhat if everything you know about money is only part of the picture? In this episode, Joey Pinz dives deep with CFA and financial strategist Victor Idoko, who shares his journey from childhood savings in Nigeria to helping Australians build lasting wealth today. With 16+ years of experience, Victor reveals why building wealth isn't about chasing returns—it's about clarity, strategy, and mindset.Together, they unpack the myths around investing, why smart people stay broke, and how small, intentional habits create massive financial transformation. Victor also shares key concepts from his book 7 Basic Wealth Strategies, including mental accounting, automation, and why “hiding money from yourself” might be your smartest move yet.Whether you're a business owner, high-performing professional, or just tired of feeling stuck with your finances—this episode gives you the confidence and clarity to start changing your financial future today.

In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starters and discuss: The huge gap that 'Catching Up to FI' is filling and what we mean by the 'silent majority' How shock, regret, and money-trauma can become fuel Unique advantages you may have when beginning your financial independence journey later in life Why micro-steps (Kaizen-style) beat grand gestures every time   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)  

Au Tchad, l'opposant et ancien Premier ministre, Succès Masra, a été condamné, samedi 9 août, à vingt ans de prison ferme et à verser un milliard de francs CFA de dommage et intérêts à l'État tchadien pour diffusion de messages à caractère haineux et xénophobe, et complicité de meurtre, en lien avec le conflit intercommunautaire de Mandakao, ce massacre qui a coûté la vie à 42 personnes en mai dernier. Ses avocats ont jusqu'au 19 août pour se pourvoir en cassation. Ce jugement représente bien sûr une forte secousse pour les Transformateurs, le parti fondé par Succès Masra. Ndolembai Njesada, le vice-président des Transformateurs, chargé des affaires politiques, des relations bilatérales et de la diaspora, répond aux questions de Liza Fabbian. RFI : Le chef de votre parti, Succès Masra, vient d'écoper d'une peine de 20 ans de prison. Ce verdict marque-t-il la fin de votre parti ? Ndolembai Njesada : Il est vrai que cette condamnation nous tombe dessus comme un coup de marteau, mais cela n'est pas une entrave à la lutte que nous menons. Le parti ne se résume pas à une personne. Nous parlons de l'intelligence collective, c'est une idéologie qui ne se résume pas à une seule personne. Le peuple tchadien a soif de justice. Le peuple tchadien a soif de sécurité. Le peuple tchadien a soif d'égalité. Le peuple tchadien a besoin de manger et ce sont ces valeurs que nous défendons au-delà de la personne. Donc, nous nous sommes préparés à ce genre d'événement. Nous allons nous organiser pour continuer la lutte. On a appris hier soir la démission du vice-président des Transformateurs, Sitack Yombatina. N'est-ce pas une première conséquence de la condamnation de Succès Masra ? Je ne pense pas et je pense que c'est une question sur laquelle Sitack pourra se prononcer. Mais je ne crois pas que cela ait un lien de causalité avec l'arrestation, et le verdict de Succès Masra. C'est juste une question de décision personnelle, donc je ne vais pas me hasarder là-dessus. Ce sera pour lui une autre lutte, d'une autre manière et qui renforcera d'une manière globale la lutte des Transformateurs. À vos yeux, cette peine de 20 ans de prison, c'est un verdict politique ? Bien évidemment, puisque si nous partons sur la base juridique, les chefs d'accusation qui ont été retenus contre Succès Masra. C'était au sujet de propos à caractère xénophobes et racistes et complicité de meurtre. Malheureusement, durant les trois jours de procès, l'audio auquel ils ont fait référence n'a jamais été présenté par les juges. Et donc, si nous parlons d'une justice indépendante et libre, nous devrions avoir un non-lieu pour innocenter ce monsieur puisqu'il n'y a pas ce lien de causalité. Malgré tout, il a été condamné à 20 ans de prison avec ceux qui ont été accusés de meurtre. Or, je ne pense pas que le Code pénal tchadien donne les mêmes charges pour ce genre d'accusations. Donc c'est un problème purement politique. Je crois que l'heure est arrivée pour que nous cherchions une solution politique, pour que le peuple tchadien en sorte grandi afin que nous avancions enfin sur le chemin, de la réconciliation et de la paix pour le développement de notre nation. Sur le plan judiciaire, est-ce que vous comptez donner une suite à cette procédure ? Oui, bien évidemment, les avocats se préparent à faire appel et nous espérons que durant l'appel, les juges sortiront par la grande porte en se rendant compte qu'ils ont pris une décision qui n'a pas de sens et qu'il faut purement et simplement jeter à la poubelle pour enfin réunir le cœur des Tchadiens et avancer. Nous sommes très dérangés et perturbés par cette condamnation et nous allons continuer à nous battre aussi longtemps que nous avons ce souffle en nous , pour que la justice soit rendue à notre président, Succès Masra. Est-ce que selon vous ce jugement contrevient à l'accord de Kinshasa qui avait donc été signé sous les auspices du médiateur Félix Tshisekedi et de la CEEAC ? C'est du bon sens. Monsieur Masra qui fut donc le dernier Premier ministre de la Transition du gouvernement de la réconciliation, est arrêté et condamné à 20 ans de prison. L'accusation s'appuie sur un audio qui a été enregistré en 2023, donc antérieurement à l'accord de Kinshasa. Ça veut dire que l'accord de Kinshasa est devenu caduque. Et donc il est nécessaire que ses parrains - en la personne du président Tshisekedi et les pays membres du CEEAC - s'en mêlent activement, pour pouvoir sauver encore ce qu'on peut sauver de cette nation. Ce verdict marque-t-il selon vous une réelle fermeture de l'espace politique au Tchad ? Si nous parlons d'une réconciliation nationale en tendant la main et que ceux qui saisissent cette main se font tirer dans les filets de la prison, bien évidemment, il semble y avoir une restriction politique. Mais j'espère que le maréchal Mahamat Idriss Déby se rendra compte de l'État dans lequel nous sommes en ce moment et rouvrira des voies de communication sincères pour que vraiment le peuple se sente plus en sécurité et ait plus confiance dans ceux qui défendent la Constitution tchadienne. Qu'attendez-vous du président de la République ? Est-ce qu'une grâce vous semble possible ? Ou un accord ? Nous n'espérons pas une grâce. Nous allons demander au Président d'entrer en lui-même pour une introspection et de regarder le paysage politique et d'amnistier totalement Succès Masra. Il suffit simplement que les juges puissent réviser  cette condamnation. Et purement et simplement jeter cette décision à la poubelle puisque le président Masra n'est pas coupable de ce qui lui est reproché.

En este episodio de Encuentro, conversamos con José Luis Ortega, CFA, Director General de Inversiones Activas de Renta Fija y Multiactivos de BlackRock México, sobre el BlackRock Midyear Global Outlook 2025 y la transformación estructural que está viviendo la economía mundial. Analizamos los tres pilares centrales del Outlook: "Invertir en el aquí y el ahora", "Tomar riesgos sin anclajes macro" y "Encontrar anclajes en las megafuerzas". José Luis explica cómo la pérdida de certidumbres tradicionales de largo plazo está creando mayor visibilidad en el corto plazo, la actual debilidad estructural del dólar, y el rol transformador de la inteligencia artificial en sus tres fases de desarrollo. Esta es una conversación esencial para inversionistas institucionales e individuales que buscan entender cómo navegar un mundo sin anclajes macroeconómicos tradicionales.

In this episode of CFO at Home, Vince's guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources Key Topics: Victor's Journey in Personal Finance The Motivation Behind 'Seven Basic Wealth Strategies' Overview of the Seven Basic Wealth Strategies Understanding and Overcoming Financial Biases The Importance of Tailored Cash Flow Management Shifting Mindsets Around Budgeting and Spending Key Links https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Bryan Donahoe, Partner & Head of U.S. Real Estate Debt, and Brent Canada, Partner in the Infrastructure Debt Group at Ares Management, for a deep dive into the evolving role of real asset credit in insurance portfolios.   They explore the benefits of infrastructure and real estate debt — from generating durable income streams to diversifying risk and matching long-term liabilities. The conversation covers how market dislocation, rising interest rates, and the pullback from traditional lenders are creating compelling opportunities for private credit investors, particularly in sectors like logistics, housing, utilities, and digital infrastructure.   Bryan and Brent also share insights on Ares' collaborative approach, their perspectives on market resilience, and why insurance capital is poised to play an increasingly important role in real asset lending.

In this sponsored episode of In Conversation, Chris Ware, CFA, sits down with Edoardo Gili, CFA, Senior Analyst at Green Street, to explore the evolving landscape of real estate investment. From the shifting dynamics of REITs to the integration of infrastructure and real assets, this conversation offers deep insights for investment professionals navigating today's market. Examining real estate's evolution into a more operationally intensive asset class and the active management requirements that come with it, Chris and Edoardo explore the distinctions between public REITs and private real estate markets. Together, they look at their long-term performance convergence and the importance of risk-adjusted returns. Edoardo and Chris also discuss the global valuation trends regarding real estate, the performance of REITs in the US compared with Europe and the UK, M&A activity in REITs, and how rising development costs coupled with stricter lending criteria are reshaping the development landscape. An extended discussion between Edoardo and Chris on real estate sectors is also available on CFA UK's Professional Learning platform: https://www.cfauk.org/careers-and-cpd/resources/real-estate-sectors-data-development-and-investor-appeal DISCLAIMER: This podcast does NOT constitute investment advice nor is it provided in the capacity of a fiduciary. Visit www.greenstreet.com/disclosure for important information. About Green Street Green Street is the leading provider of actionable real assets research, news, data, analytics, and advisory services in the U.S., Canada, Europe, and Australia. For 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimise investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform. To learn more, please visit www.greenstreet.com. More about Green Street: https://greenstreet.com/?utm_source=cfauk&utm_medium=partnership&utm_campaign=brandawareness&utm_term=green-street&utm_content=cfa-website

Morgen Rochard, CFA, is a passionate Bitcoin advocate and financial educator known for her clear, practical advice. She champions Bitcoin as a tool for financial sovereignty, urging restraint and long-term planning over short-term consumption.› https://x.com/MorgenRochardPARTNERS

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What's driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify.

Success as a founder is about more than impressive AUM. It's about maintaining autonomy and connnection. It's about taking pride in what you do, the team you've built, and most importantly having fun along the way. Take it from today's guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him into small-cap investingHis big leap from the shallow end of co-foundership to founding his own firm Why AUM isn't the only measure of success in small-cap investingStrategies for maximizing return on time in small-cap investingThe challenges of climbing the ranks in the fund worldKey advice for fund managers considering leaping into entrepreneurship About Greg Dean:  Greg founded Langdon Equity Partners in 2021 and is the firm's Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years' experience in investment management.  Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments.  Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder. Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  Resources Mentioned in This Episode: Song: 22 Two's – JAY-Z  Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

Paul Musson is a Canadian investment professional with over 30 years of experience, based in Toronto, Ontario. He spent 23 years at Mackenzie Investments, where he led the Ivy Team from 2009 until his retirement in March 2023, managing up to $15 billion in assets, focusing on high-quality global and domestic equities. Known for a disciplined, value-based, buy-and-hold approach, Musson emphasized risk management and long-term growth, earning the Morningstar Foreign Equity Fund Manager of the Year award in 2011. He holds a CFA designation and a business commerce degree from Concordia University. After retiring, he founded Paddington Capital Management and authored Capital Offence: Why Some Benefit at Your Expense, critiquing wealth concentration. To watch the Full Cornerstone Forum: https://open.substack.com/pub/shaunnewmanpodcastGet your voice heard: Text Shaun 587-217-8500Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionWebsite: www.BowValleycu.comEmail: welcome@BowValleycu.com Use the code “SNP” on all ordersProphet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.com

In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with with Paul Baiocchi, CFA and Head of Fund Sales and Strategy at SS&C ALPS Advisors. This episode examines top trends in electrification, energy, and other markets.  The growing electrification trend has made ETFs like the ALPS Electrification Infrastructure ETF (ELFY) more relevant then ever. Plus, we analyze the ALPS Intermediate Municipal Bond ETF (MNBD), the Alerian Energy Infrastructure ETF (ENFR), the ALPS Core Commodity Natural Resource ETF (CCNR), and the ALPS Active REIT ETF (REIT). *********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

Hear from one portfolio manager, Rick Richert, CFA, about how the risk management structures in CLOs will fare. 

Patrick O'Sullivan, PhD, Head of International Insurance Solutions at Barings, brings a global perspective to this episode of the InsuranceAUM.com Podcast. Drawing from his background in financial economics and extensive experience at leading asset management firms, Patrick explores how private and alternative investment-grade strategies can help insurers enhance returns, diversify portfolios, and address evolving liability needs.   Hosted by Stewart Foley, CFA, this conversation dives into the appeal of structured credit, CLOs, and private placements for insurers navigating today's market. Patrick shares insights on key considerations such as capital treatment, interest rate risk management, and the growing demand for private IG driven by demographic and regulatory shifts worldwide. For insurers looking to expand their toolkit and capture new opportunities, this episode offers practical insights and strategic takeaways.

CEO Ron Hochstein joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Lundin Gold, the development and impact of their Fruta del Norte mine in Ecuador, and the possibilities for investors in the gold industry. 0:00 - 2:20: Introduction 2:20 - 6:10: Ron's Background and the Start of Lundin Gold 6:10 - 9:50: The Opportunity 9:50 - 14:30: Tax Regime and Why It Works 14:30 - 19:44: Community Relations 19:44 - 21:17: Lundin Foundation 21:17 - 24:50: Operating Culture 24:50 - 27:56: Exploration Upside 27:56 - 30:07: M&A Strategy 30:07 - 31:50: Other Lundin Companies 31:50 - : Q&A To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Caesar Bryan is Portfolio Managerfor The Gabelli Gold Fund, The Gabelli International Growth Fund and TheGabelli International Small Cap Fund. Chris Mancini, CFA is an AssociatePortfolio Manager for The Gabelli Gold Fund.As of March 31st, 2025, affiliates of GAMCO Investors, Inc.beneficially owned

Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)  

« Le secteur informel est une composante essentielle de la plupart des économies subsahariennes », décrit le FMI. S'il contribue de 25 à 65% du PIB des pays, une partie des bénéfices de ces activités économiques échappent cependant aux caisses des États. Afrique économie vous emmène cette semaine dans une plongée de l'informel sur le continent. Au Cameroun, le secteur de l'informel représente plus de 85 % des emplois, selon les chiffres du ministère des Petites et Moyennes Entreprises. Dans le Septentrion, le chômage y est important, les commerçants profitent de leur proximité avec le Nigeria pour s'approvisionner en carburant, denrées alimentaires ou encore médicaments de l'autre côté de la frontière. On les surnomme les « zoua-zoua ». Les vendeurs de carburant à la sauvette bordent les routes du centre-ville de Garoua, une ville située à quelques dizaines de kilomètres de la frontière nigériane. Dans la région septentrionale du Cameroun, zone enclavée et touchée par le chômage, le commerce informel joue un rôle très important. Derrière les bouteilles en plastique et les panneaux en carton qui annoncent les prix, Paul (le prénom a été modifié) organise son petit commerce. Pour se ravitailler, il « loue une voiture 5 000 francs [environ 7,5 euros, NDLR] » et traverse la frontière nigériane. Là-bas, chaque litre lui coûte « 600 ou 650 francs [environ 1 euro, NDLR] ». Paul le revend 800 francs CFA (1,2 euro) dans les rues de Garoua, quand d'autres montent jusqu'à 850 francs (1,3 euro). « Il n'y a pas de prix fixe », reconnaît le vendeur. Pour passer la douane, un billet permet d'éviter les contrôles de marchandises. « La police ne nous dérange pas », raconte Paul, « quand on passe, parfois, on paye 10 000, parfois 5 000 francs [de 7,5 à 15 euros environ, NDLR] ». Comme beaucoup de Camerounais, le commerce de rue permet à Paul de gagner « un peu » sa vie. « C'est mieux que pas de travail », met-il en avant. « Nous, les gens du quartier, c'est avec ça, avec le carburant, qu'on se débrouille. » Grâce à la revente informelle, Paul a construit sa petite maison. Son commerce fait également travailler régulièrement deux à cinq jeunes du voisinage. À lire aussiCameroun: les autorités interdisent l'accès aux vendeurs ambulants dans 15 lieux de Yaoundé « On n'a pas le choix. On n'a que ça à faire. Il n'y a pas de travail » Un peu plus loin, au marché, deux jeunes hommes sont affalés sur leurs étals. Eux vendent des médicaments, également importés sans déclaration du Nigeria. « Il y a tous genres de médicaments : mal de tête, mal d'estomac… Même pour le palu, il y en a », présentent fièrement les deux commerçants d'une vingtaine d'années. « Je viens avec la voiture et je traverse comme ça. On est habitués », raconte l'un d'eux. « Parfois, la police dérange (…) ils prennent la marchandise », ajoute-t-il. « Plusieurs fois », les jeunes ont été visés par des saisies des forces de l'ordre. Des opérations qui les « ruinent », se plaignent-ils. Mais pas de quoi décourager les deux vendeurs ambulants. « On n'a pas le choix. On n'a que ça à faire. Il n'y a pas de travail », regrettent-ils, car le Cameroun est un pays où il est « très dur » de trouver un emploi salarié. Accoudé à son stand de médicaments, l'un des jeunes renchérit : « Les gens ont fait l'école. Il y a les diplômes, les diplômes professionnels comme académiques, mais on ne trouve pas de travail. Le gouvernement n'est pas bon. On souffre. Les gens souffrent au Cameroun, surtout les jeunes », dit-il. Matériaux de construction ou encore produits alimentaires sont également importés du Nigeria pour être revendus à Garoua. À lire aussiHausse du prix du carburant au Cameroun: les transporteurs se disent «asphyxiés»

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how institutional investors can adapt to today's shifting global landscape. Drawing on leadership experience at CalPERS, British Telecom Pension Scheme, and Nuveen, Anson reflects on regulatory complexity, the evolution of global equity markets, and why a 30/30/40 allocation model remains relevant. The episode explores emerging market opportunities, accessing the illiquidity premium in private capital, and how rising uncertainty—from geopolitical shifts to potential changes in endowment taxation—is shaping portfolio strategy. Anson also shares thoughtful advice for early-career professionals on developing global perspective and getting the most out of the CFA® charter. Tune in for a timely conversation on building resilient portfolios in an increasingly interconnected—and unpredictable—world.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Congress passed the One Big Beautiful Bill Act — the biggest tax overhaul since the 2017 Tax Cuts and Jobs Act — and it could change the way you plan for retirement. From a brand‑new $6,000 senior deduction to new rules for charitable giving and major shifts in healthcare subsidies before Medicare, the law creates both new opportunities and new pitfalls for retirees and pre‑retirees. In this episode, Tyler Emrick, CFA®, CFP®, unpacks what the changes really mean for you. We'll explore how to take advantage of the charitable giving rules before new floors kick in, how to manage Roth conversions to maximize the senior deduction, and what to watch for as ACA subsidies become less generous starting in 2026. Whether you're five years from retirement or already living it, this episode will help you understand the risks, the opportunities, and how to keep your plan on track under the new law. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth Here's some of what we discuss in this episode:

David Flores Wilson, CFA, CFP®, Managing Partner at Sincerus Advisory, where he helps entrepreneurs, tech professionals, and business owners build and protect their wealth, optimize business exits, and achieve financial freedom.Named an Investopedia Top 100 Financial Advisor (2019 & 2020), his financial expertise has been featured in CNBC, The New York Times, Kiplinger, and InvestmentNews. A Certified Exit Planning Advisor (CEPA®), he specializes in equity compensation planning, tax- efficient wealth strategies, and strategic philanthropy, ensuring his clients make informed financial decisions that align with their long-term goals. A graduate of UC Berkeley, he holds multiple financial credentials, including CFA, CFP®, AEP®, CEPA®, and CCFC. David represented Guam in the 1996 Atlanta Olympic Games and is an active member of Entrepreneur's Organization, the Estate Planning Council of NYC, and Advisors in Philanthropy, where he promotes financial literacy and impactful philanthropy.Passionate about continuous learning and personal growth, David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding in his free time. CONTACT DETAILS Email: dwilson@sincerusadv.com Company: Sincerus AdvisoryWebsite: https://sincerusadv.com/Social Media Address:LinkedIN - https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ X - https://x.com/NYwealthadvisor Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

What's fueling crypto's market surge?  This week on Bits + Bips, Ethereum's rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin's dominance will continue to fall. With special guests Katalin Tischhauser from Sygnum Bank and Wintermute's Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto's microstructure.  Plus, we dissect the macro impact of rising tariffs, the Fed's delicate dance with Trump, and whether tokenization could breathe new life into the US dollar. Check out the sponsors who make this show possible! Bitwise Mantle Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Katalin Tischhauser, Head of Research at Sygnum Bank Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute Links Markets:  Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million DATs: Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation CEA Industries Inc. Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10% Trump and Powell Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats Timestamps:

As Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, look at the first earnings announcements issued after “Liberation Day,” they consider how risk sentiment is holding up and what happened to the divergence between hard and soft economic data from earlier in the year.

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Originally published Jun 17, 2021. What does it really take to grow a small business beyond survival mode? In this encore episode of How to Live a Fantastic Life, we revisit a powerful conversation with Keziah Robinson, business strategist and founder of Cassia Partners. Keziah breaks down the must-haves for scaling successfully—beyond day-to-day operations—including growth strategies, market shifts, and even planning your exit. With over 15 years of experience guiding founders and CEOs through transformation, Keziah brings fresh insight, clarity, and a touch of boldness to the entrepreneurial journey. Guest Bio: Keziah Robinson, CFA, is a business strategist, coach, and investor specializing in early-stage startups, turnarounds, and corporate innovation. Her firm, Cassia Partners, blends design thinking and behavioral science to deliver results that matter.  Get social with Keziah Robinson: Website: www.cassia-partners.com LinkedIn: www.linkedin.com/in/keziahrobinson  Facebook: www.facebook.com/cassiapartners   Thanks for listening to the show! It means so much to us that you listened to our podcast! If you would like to continue the conversation, please email me at allen@drallenlycka.com or visit our Facebook page at http://www.facebook.com/drallenlycka. We would love to have you join us there, and welcome your messages. We check our Messenger often.   This show is built on “The Secrets to Living A Fantastic Life.” Get your copy by visiting: https://secretsbook.now.site/home   We are building a community of like-minded people in the personal development/self-help/professional development industries, and are always looking for wonderful guests for our show. If you have any recommendations, please email us!   Dr. Allen Lycka's Social Media Links Facebook: http://www.facebook.com/drallenlycka Instagram:  https://www.instagram.com/dr_allen_lycka/ X:  https://X.com/drallenlycka YouTube:  https://www.youtube.com/c/DrAllenLycka/ LinkedIn:  https://www.linkedin.com/in/allenlycka/   Subscribe to the show. We would be honored to have you subscribe to the show, just use the podcast app on your mobile device.   Leave a review! We appreciate your feedback, as every little bit helps us produce even better shows. We want to bring value to your day, and have you join us time and again.  Ratings and reviews from our listeners not only help us improve, but also help others find us in their podcast app. If you have a minute, an honest review on iTunes or your favorite app goes a long way! Thank you!

Ever wondered how independent filmmakers create high-production value films on tight budgets? Join us as director Emelie Claxton and producer Cindy Allen reveal the ingenious strategies that transformed their short film "Doggone" from an impossible dream into a festival success story. From raising an impressive amount through crowdfunding to turning one movie theater into six different filming locations, they share the practical wisdom they gained along their filmmaking journey.This episode unpacks the power of collaboration, the importance of hiring specialists rather than doing everything yourself, and the game-changing "big board" technique that kept everyone on set informed and aligned. You'll hear how breaking traditional filmmaking rules, rekindling old friendships for fundraising, and trusting in specialized talent created a film that audiences are falling in love with at festivals.Whether you're an actor, filmmaker, or film enthusiast, this conversation offers valuable insights into maximizing resources and creating meaningful stories that connect with audiences. Don't miss their final inspiring advice: "Don't say no to yourself."0:00 Intro and teaser about on-set chef0:17 Podcast introduction0:54 Welcome and host introductions1:28 Meeting special guests Emelie and Cindy2:32 Discussing the short film "Doggone"3:36 Missing Poland trip for the film shoot5:06 The luxury of having a chef on set6:40 What is Doggone about?8:58 Breaking filmmaking rules10:10 Crowdfunding campaign success14:00 The secret to successful crowdfunding19:22 Republic: equity-based crowdfunding alternative24:00 The big board that changed everything27:19 Maximizing production value29:19 Using one movie theater for six locations33:20 The importance of hiring specialists36:26 Audience response to the film39:29 What's next for the filmmakers42:20 Final advice: "Don't say no to yourself"43:16 Where to watch DoggoneSend us a textFor our listeners, CFA's teamed up with We Make Movies to get you a discount on production management services, including access to comprehensive production insurance and workers' comp for your next shoot. Visit wemakemovies.org/insurance and use code CFA23 on your intake form for 10% off your quote.Calling all actors! Take 25% off your membership at WeAudition with code: CFA25 Website: www.cinematographyforactors.com Instagram: https://www.instagram.com/cinematographyforactors TikTok: https://www.tiktok.com/@cinematographyforactors Cinematography for Actors is a community aimed at bridging the gap between talent & crew through our weekly podcast & community events. Our weekly show supports the filmmaking community through transparent, honest & technically focused interviews with the goal of elevating the art of effective storytelling.

#ThisMorning on #BRN #Finance | The #Link Between #Emotions and #Money | Shane Enete, CFA, CFP, Biola University | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the “tax tail” wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program's future, and practical ways optometric practice owners can decide whether rolling a large capital gain into an OZ—or into something else—really serves their overall financial plan.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Peter Lazaroff.   Resources: 20/20 Money Membership Information OD Masterminds Interest Get Peter's Book   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investments' High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographies—and why a bottom-up, credit-focused approach is essential in today's environment.   The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering “hidden castles” in misunderstood sectors. The duo emphasizes the value of sovereign overlays, disciplined portfolio construction, and the role of diversification in managing volatility for insurance investors. Whether you're seeking long-term yield, capital-efficient allocation, or simply a better understanding of EM corporates, this episode offers highly actionable insights grounded in experience.

Summer has officially kicked into high gear, and many of us are looking to wind down and bask in the heat. Yet, headlines continue to pour in—making it important to stay on top of market developments. Join our dynamic Co-Chief Investment Strategists Kevin Headland, CIM, and Macan Nia, CFA, as they weigh in on some of the latest news stories, including U.S. dollar weakness, rate cut prospects amid mounting political pressures, and the broader implications of the U.S. administration's One Big Beautiful Bill Act. Looking to stay connected this summer? Tune in to Investments Unplugged for talking points that are surely top of mind for investors. Don't miss this one.

Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery ticket" trades. Jonathan & Jonathan also memorialize Ozzy Osborne and Hulk Hogan; how college-grads' first jobs' earnings are not as rosy as expected, and the valueof a trade education is looking up; it's time to start thinking about portfolio housekeeping and RMD's as year-end approaches. How to manage inherited IRA's & wealth transfers; beneficiaries & estate planning. * NOTE: The Real Investment Show will be 100% digital starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode! SEG-1: Investor Appetite for Speculation SEG-2a: RIP, Ozzy & Hulk SEG-2b: Portfolio Returns & Meme Stock to Avoid SEG-2c: First Job Prospects for College Grads SEG-3a: Wrestle Mania Memories SEG-3b: College Education Expense ROI vs Trades & Apprenticeships SEG-4a: Candid Coffee & Web Tease SEG-4b: Portfolio Housekeeping & RMD's Hosted by RIA Advisors Senior Financial Advisors Jonathan Penn, CFP, & Jonathan McCarty, CFA, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=w-TT_XaVhgI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Japan Financing Seals The Deal And Toyota Jumps" https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/ ------- The latest installment of our new feature, Before the Bell, "What Will Be the Catalyst for Correction?" is here: https://www.youtube.com/watch?v=T-N20Dd9DjU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How AI is Driving the Market" https://www.youtube.com/watch?v=zhqbFkLRaO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=173s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Articles mentioned in this report: "Japan Financing Seals The Deal And Toyota Jumps" https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/ "AI Is Powering Markets" https://realinvestmentadvice.com/resources/blog/ai-is-powering-markets/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MemeStocks #DORKportfolio #CollegeROI #TradeSchool #Apprenticeship #HulkHogan #WrestleMania #OzzyOsborne #IRA #RothIRA #RMD #InvestingAdvice #Money #Investing

Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and  four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery ticket" trades. Jonathan & Jonathan also memorialize Ozzy Osborne and Hulk Hogan; how college-grads' first jobs' earnings are not as rosy as expected, and the valueof a trade education is looking up; it's time to start thinking about portfolio housekeeping and RMD's as year-end approaches. How to manage inherited IRA's & wealth transfers; beneficiaries & estate planning. * NOTE: The Real Investment Show will be 100% digital starting Monday, August 4, 2025. Please be sure you're SUBSCRIBED here to catch each episode!  SEG-1: Investor Appetite for Speculation SEG-2a: RIP, Ozzy & Hulk SEG-2b: Portfolio Returns & Meme Stock to Avoid SEG-2c: First Job Prospects for College Grads SEG-3a: Wrestle Mania Memories SEG-3b: College Education Expense ROI vs Trades & Apprenticeships SEG-4a: Candid Coffee & Web Tease SEG-4b: Portfolio Housekeeping & RMD's   Hosted by RIA Advisors Senior Financial Advisors Jonathan Penn, CFP, & Jonathan McCarty, CFA, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=w-TT_XaVhgI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "What Will Be the Catalyst for Correction?" is here:  https://www.youtube.com/watch?v=T-N20Dd9DjU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How AI is Driving the Market" https://www.youtube.com/watch?v=zhqbFkLRaO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=173s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Articles mentioned in this report: "Japan Financing Seals The Deal And Toyota Jumps" https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/ "AI Is Powering Markets" https://realinvestmentadvice.com/resources/blog/ai-is-powering-markets/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MemeStocks #DORKportfolio #CollegeROI #TradeSchool #Apprenticeship #HulkHogan #WrestleMania #OzzyOsborne #IRA #RothIRA #RMD #InvestingAdvice #Money #Investing

Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation. But is this just the beginning? In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast. They also cover Ethereum's rally, what's fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump's latest threats against the Fed and what it means for markets, inflation, and interest rates. Sponsors: Bitwise Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Steve Ehrlich, Executive Editor at Unchained Guest: Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital Links Stablecoins Unchained:  GENIUS Act Passes: Who Are the Winners, Losers, and What Comes Next? House Passes Landmark Crypto Legislation: GENIUS Act and Digital Asset Bills Trump to Unblock Crypto Access in America's $9 Trillion 401(k) Market: Report The Block: GENIUS Act is helping Ethereum ‘have its moment,' Bernstein says WSJ: Why Banks Are on High Alert About Stablecoins Digital Asset Treasuries WSJ: Blank-Check Company Strikes Cryptocurrency Deal Unchained: SBET to Raise Additional $5B to Grow ETH Position Bloomberg: Trump Media Buys $2 Billion in Bitcoin for Crypto Treasury Plan CoinDesk: DeFi Development Nears $200M Solana Treasury DeFi Dev Corp Press release: DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model TLGY Acquisition Corp Press release: TLGY Acquisition Corp. Announces Business Combination and Approximately $360 Million PIPE Financing to Form StablecoinX, an Ethena Stablecoin-Focused Treasury Company The Block: Nasdaq-listed Sonnet BioTherapeutics agrees to $888 million merger to become Hyperliquid Strategies, launch HYPE treasury Timestamps:

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast. Along with some of our favorite content creators, he shares his crazy spending screw ups-- and the life lessons that followed. Stories from:  Bill Yount (Catching Up to FI) Jesse Cramer (Personal Finance For Long-Term Investors) Diania Merriam (EconoMe Conference & Optimal Finance Daily)  Justin Peters (FI Minded, formally The Struggle is Real) Jordan (Doc G) Grumet (Earn & Invest) Joe Saul-Sehy (Stacking Benjamins) Jeremy Schneider (Personal Finance Club)    ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)    

The blast site was a slaughterhouse: blood on the walls, metal quills in the plaster, the air thick with the smell of explosives. Murray's remains were barely recognizable, pieces collected in bags for analysis. The Unabomber's early bombs left room for doubt—maim or kill? Sacramento settled it. Ted, the Unabomber, was out for blood,targeting anyone pushing the boundaries of tech and biology. The feds combed the scene, bagging fragments of the box, tracing the filament tape, analyzing the typewriter font. The device was crude but deadly: aluminum pipe, nails, chemical triggers. No fingerprints, no fibers—just precision and hate. The CFA's budget, its lobbying for logging, its fight against the Endangered Species Act—all made it a target.Support this show http://supporter.acast.com/the-serial-killer-podcast. Hosted on Acast. See acast.com/privacy for more information.

Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing the way Americans save and invest for retirement.    Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.          

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approaches to manage risk and seize market opportunities, while examining how advancements in artificial intelligence may further refine these processes. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts this discussion with Tyler Thorn, Multi-Sector Portfolio Manager. Recorded on July 9, 2025.

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the economic forecast of the current markets. In this episode, Brad and Mike talk about the labor market, Price-to-Earning (P/E) ratios, and expectations for the markets moving forward. This is a great episode for anyone following the markets and investing for the future. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

Bitcoin broke its all-time high. Meanwhile, stablecoin legislation is about to pass. And the macro picture is a powder keg. In this episode of Bits + Bips, Steve Ehrlich, Ram Ahluwalia, and Noelle Acheson are joined by Austin Campbell to break down what's really driving markets, and what could break them. From the GENIUS Act reshaping stablecoins to tariffs putting pressure on the Fed, to the Pump.fun ICO and memecoin mania, nothing is off limits. And with crypto ripping, is it time to ride the rally, or take some risk off the table? Thank you to our sponsor! Bitwise Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Austin Campbell, founder and managing partner of Zero Knowledge Consulting Unchained:  Bitcoin Sets New All-Time High, But Eyes Even Bigger Gains PUMP Traders Make Big Options Bets on the Token Surging Past Its ICO Price Grayscale Files Confidential IPO Paperwork Timestamps:

On episode 180 of Ask The Compound, Ben Carlson and Duncan Hill discuss planning for a home purchase, what to do if you failed a CFA test, optimizing 401k contributions, forgoing a real estate agent, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠

In this episode of Bits + Bips, we examine how rising global trade tensions could impact macro conditions, the Fed's next move, and market stability. We also explore how investors should position themselves with inflation cooling and an uncertain policy path at the Fed. We then look at what's happening on the crypto side: volume shifting to tokenized public equities, the growing number of corporate stablecoin plans, and whether the promise of tokenization is matched by meaningful traction. Joining hosts Joe McCann, Ram Ahluwalia, and Steve Ehrlich is Rob Hadick of Dragonfly, who shares his perspective on product-market fit in crypto, shifting market structure, and where real adoption may emerge. Sponsor: Bitwise Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Rob Hadick, General Partner at Dragonfly LINKS: WSJ: Trump Faces Crucial Week for Reaching Trade Deals EU Still Hopes for Initial U.S. Trade Deal Before Deadline Reuters: Japan, South Korea face 25% tariffs as Trump ramps up trade war in letters to 14 nations CNN: Trump announces new tariffs of up to 40% on a growing number of countries University of Washington: OBBB Signed Into Law Unchained:  OpenAI Says Robinhood's Stock Tokens Are Not Equity Tron Is Now More Expensive Than Ethereum. Will That Hurt Justin Sun's New Company? AI Crypto Tokens Swoon as Nvidia Reaches a New All-Time High CoinDesk: CoreWeave to Acquire Core Scientific in $9B All-Stock Deal The Block: Bit Digital swaps entire treasury into Ethereum, says it's now a top public ETH holder after a $173 million splurge Timestamps: