Podcasts about Chartered Financial Analyst

TitleClosing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at EllevestGuestDr. Sylvia Kwan, CFA®, CAIA®CEO & CIO EllevestWebsitewww.ellevest.comAbout Dr. KwanDr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. She also serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.Disclosure© 2025 Ellevest, Inc. All Rights Reserved.The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Membership fees and additional information can be found at www.ellevest.com.

Come Back to Love® Radio: Is it Possible to Divorce with Love?   In this heartfelt and enlightening episode of Come Back to Love Radio, Robyn Vogel is joined by Deanna Coyle and Mandy Pullen Barr of Vesta Divorce to explore what it truly means to experience Divorce with Love. Together, they discuss how to navigate the end of a marriage with dignity, compassion, and emotional integrity. Listeners will hear personal stories, practical tools, and expert guidance on finding the best resources for you if you're contemplating or going through divorce right now!  Co-parenting, healing from heartbreak, and redefining identity after divorce are all important parts of the process. This episode invites anyone facing or recovering from divorce to consider how love—yes, even during separation—can be a powerful guide for transformation and new beginnings. Deanna and Mandy's Bios: Deanna Coyle is an entrepreneur, speaker, and writer. She is Co-Founder of Vesta: A New Vision for Divorce, which provides informative events and trusted professional resources that educate and empower people to navigate life during and after divorce. Having gone through a challenging and draining divorce herself, she intimately understands the isolation and frustration that can permeate the divorce process.  As the head of Vesta's Divorce Concierge Service, Deanna has had the privilege of guiding thousands through their divorce journeys. She and her friend and business partner, Mandy Barr, host the Podcast Dishing on Divorce, which provides education, inspiration, and humor. With over 20 years of financial experience, including seven years as a securities analyst on Wall Street, Deanna brings a wealth of knowledge to her work. She graduated cum laude from Mount Holyoke College, received her M.B.A. from the Tuck Business School at Dartmouth, and earned the Chartered Financial Analyst designation. She is successfully co-parenting her two college-age sons with her ex-husband. In her free time, she enjoys kayaking, skiing, Pilates, cooking, and traveling. Free Gift: Complimentary Concierge Call with Deanna (via phone call or Zoom) - Calendly.com/DeannaCoyle Website: VestaDivorce.com Mandy Pullen Barr is a dedicated Concierge Specialist and Strategic Managing Partner at Vesta, leveraging over five years of expertise to guide individuals through the complex process of divorce. Based in Natick, MA, Mandy's passion lies in helping clients make informed, confident decisions that lead to clarity and long-term success. Having gone through her divorce over 17 years ago without Vesta's support, Mandy feels deeply passionate about providing others with the resources she wished she had. As Vesta's first point of contact, she ensures clients feel seen, heard, and supported. Mandy expertly connects them with Vesta's trusted professionals and creates tailored roadmaps that address the emotional and practical aspects of divorce. Her training and experience as a certified mindset coach deeply inform her concierge work, allowing her to hold space with empathy, ask powerful questions, and help clients shift from overwhelm to clarity. Mandy's unwavering commitment to service, transparency, and compassion sets her apart, offering clients the confidence they need to navigate this challenging transition. Her work extends beyond Vesta. She hosts the Dishing on Divorce podcast, sharing expert insights and practical advice, and has co-authored two inspiring collaborative book projects. She also serves on the Board of Directors for The Sparrow Collective, a pioneering supportive living community for women navigating divorce and beyond, helping bring holistic recovery and empowerment to life. Outside of work, Mandy enjoys life with her husband, Dave, and their blended family. Together, they embrace outdoor activities, mindfulness practices, and making meaningful memories. Her son is currently in college, and she treasures every moment they get to spend together. She also adores her two bonus adult children and loves spending time with them—whether it's exploring new places, sharing great food, or simply enjoying quality time.  Learn more about Robyn here: https://www.comebacktolove.com

On their monthly roundtable, the Cognitive Dissidents discuss the financial collapse, the kabuki Trump and Musk theater distracting from the technocratic Palantir takeover, and more! Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Cognitive Dissidents: Ping Pong Politics, Sovereign Debt Rattle, & The Donald & Elon Show #11 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Michael Gentile, strategic investor in the junior mining sector and co-founder of Bastion Asset Management, discusses the current state of the gold mining industry and its potential for mean reversion. He highlights that gold mining stocks are trading at depressed levels despite record-high gold prices, creating a compelling entry point for investors. Gentile notes that while gold prices have tripled since 2018, gold mining stocks have lagged behind, offering significant value. Gentile emphasizes the importance of investing in commodities during periods of low sentiment and depressed prices, as this setup often precedes substantial returns. He points to historical cycles where negative sentiment and undervaluation led to major rebounds in gold mining stocks. Gentile also underscores the strong fundamentals of the industry, including record margins and free cash flow generation, which he attributes to higher gold prices and stable costs. He contrasts the current market with past periods, such as 2015-2020, where similar conditions led to significant rallies in gold mining stocks. Gentile believes that the sector is poised for a rotation, driven by improving fundamentals and macroeconomic factors like central bank buying of gold and geopolitical uncertainties. He also notes that while tech stocks have outperformed gold mining stocks historically, the latter now offers a unique opportunity due to its undervaluation. Gentile advises investors to diversify their exposure to the sector through ETFs or baskets of producing companies before moving into higher-risk junior miners. He stresses patience and a long-term perspective, as building mines takes time and requires careful consideration of jurisdictional risks and infrastructure challenges. In conclusion, Gentile sees the gold mining sector as a multi-year tailwind driven by macroeconomic trends, including the repositioning of gold as a hedge against inflation and the US dollar's decline. He encourages investors to allocate at least 5-10% of their portfolios to gold or related equities to preserve wealth in uncertain times. Timestamp References:0:00 - Introduction0:43 - Mining Valuations & Risk3:08 - Catalysts & Charts7:24 - Margin Expansion Growth13:53 - Miners & Projections16:08 - Global Slowdown Impacts?19:10 - Capital Rotation Charts25:15 - Timing & Positioning28:43 - Lassonde Curve & Patience32:13 - Other Metals & Sentiment34:46 - Project Timelines & Risks40:00 - M&A & Finding Projects45:50 - Secondary Project Factors48:20 - Rating Jurisdictions50:37 - Development & Resource Est.53:47 - Advice for New Investors56:37 - Portfolio Weightings59:23 - Concluding Thoughts Guest Links:LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552Website: https://bastion-am.com Michael Gentile, CFA, Founding Partner & Senior Portfolio Manager Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

On their monthly roundtable, the Cognitive Dissidents discuss the technocratic trade and tariff wars, a host of figures coming out of the woodwork to proclaim themselves the messiah, what's behind the blackouts in Europe, and more! Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Cognitive Dissidents: Tariffs, False Messiahs, & Blackouts in Spain #10 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Send us a textOn the latest episode of The Get Ready Money Podcast, Charlene Cong guest hosted and we spoke about changing the way we think about whole life insurance. In this episode we discussed:Why whole life insurance is not an investment.Common misunderstandings when people purchase whole life insurance.Whole life insurance is a long term insurance contract that is illiquid with high surrender charges for the first few years. How life insurance policy loans work. More suitable financial options for young people.Why you can't be your own banker. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn)Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Bio: Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

In this episode of the Mad Rush Podcast, host Tricia Addicks engages with Emily Dayan Hill, a Chartered Financial Analyst and portfolio manager, to discuss the importance of financial empowerment for women. Emily shares her career journey and highlights the gender disparities in the wealth management industry. They explore the psychological and behavioral aspects of money, and Emily offers practical advice for women to develop financial confidence and start money check-ins. The episode highlights the importance of community, connections, and the intrinsic value of confidence in both sorority life and financial well-being. Emily's Money Date Guide: ⁠https://financethatfeels.kit.com/moneydateguide⁠ Follow Emily Dayan Hill:

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jordan McNamee – Founder and Chief Investment Officer of the Optimist Fund - an investment fund with ~$40 million under management. Prior to founding the Optimist Fund, Mr. McNamee worked at CI Global Asset Management as lead Portfolio Manager, and Cambridge Global Asset Management as an analyst covering the global technology, media and communications services sectors. Mr. McNamee earned a Bachelor of Business Administration degree from Wilfrid Laurier University, and has also earned the Chartered Financial Analyst designation.Among other things we discussed Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

✅ Subscribe now for more episodes MPF Discussion with Mick HeymanAbout MickMick Heyman, CFA, is the author of Mellow Your Money and Founder of Heyman Investment Counseling. With over 40 years in wealth management, Mick is known for helping individuals grow and protect their wealth through a calm, psychology-informed approach to investing. A Chartered Financial Analyst with a degree in economics from Northwestern, Mick blends his financial expertise with a passion for philosophy and human behaviour. He's been featured in outlets like the Wall Street Journal and is a strong advocate for integrating financial health with overall well-being. Based in San Diego, Mick enjoys tennis, surfing, meditation, and classic literature.How to Build Wealth Without Losing Your SoulWhat if wealth, work, and spirituality weren't meant to be separate? In this powerful episode of My Perfect Failure, I sit down with Mick Heyman—author of Mellow Your Money—who brings a refreshing, grounded perspective on how we can thrive financially without sacrificing our peace of mind or values.With decades of experience in the financial world, Mick shares how he learned to balance market savvy with emotional intelligence, and how true success comes from integrating—not separating—the different parts of our lives.Whether you're an investor, entrepreneur, or simply someone trying to make peace with money, this episode is packed with wisdom and practical guidance you won't want to miss.________________________________________5 Key Takeaways:1.Integration Over Separation – Viewing wealth, work, and personal purpose as interconnected helps us live and invest more authentically.2.Failure as a Catalyst – Our missteps can become our greatest teachers—if we're willing to reflect and grow.3.Mentors in Disguise – Even difficult relationships, like with a challenging boss, can offer powerful learning moments.4.Mastering Money Mindset – Emotional control is a hidden superpower in both life and investing—especially when markets are volatile.5.Money as Meditation – A calmer, more mindful approach to finances can transform your relationship with money—and with yourself.Social links to Mick•Website: https://mellowyourmoney.com/•Oder “Mellow Your Money” https://www.amazon.com/dp/B0CBL6YGB6/ref=sr_1_1?crid=3ENNOHGOROLCC&keywords=mick+heyman&qid=1689117016&sprefix•LinkedIn:  https://www.linkedin.com/in/michael-mick-heyman-cfa-•Micks Instagram:  https://www.instagram.com/mellowyourmoney/Please Leave A ReviewI have a small favor to ask! If you've been enjoying My Perfect Failure, leaving a review would mean the world to me. It helps the show grow and reach more people who need these stories of resilience and success. Plus, I love hearing your thoughts!  So please leave a review on Apple, Spotify or the platform of your choice.Every setback has a valuable lesson.

In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net

In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net

In their monthly roundtable, the Cognitive Dissidents discuss the JFK release, the anti-anti-Semitism hate speech laws and how they might be a signal of prelude to war with Iran, the collapsing economy and EU turn toward authoritarianism and confiscation of assets, Tim Robbins' sharp insights on globalism and technocracy, and more! Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Cognitive Dissidents: Hate Speech Prelude to WW3, EU Dictatorship, JFK, & Tim Robbins! #9 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In a world where financial security often feels elusive, the stories we tell ourselves—and those we share with others—can be the key to unlocking stability and growth. Join your host, Cindy Watson, as she sits down with Michael Cannivet, founder and President of Silverlight Asset Management, LLC, to explore "Negotiating Your Financial Security Through Story." Michael, a Georgetown University graduate and Chartered Financial Analyst, is known for his insightful financial writing featured in Forbes and RealClearMarkets. Together, they delve into the powerful role storytelling plays in financial decision-making, sharing strategies for shaping narratives that can strengthen your financial future. Whether you're navigating investments or personal finance, this conversation is packed with practical wisdom to help you make smarter, story-driven financial choices.   In this episode, you will learn:   How to coach clients for their financial future? How peopl get off track with their finances? How to have empowering story behind your financial plan? The key foundation of your financial plan What are the ingredients of a good  story? How to get the right narrative? The four laps of the retirement race The biggest mistake people make in finances The difference in the genders when it comes to investment? The elements of the four minute retirement plan And many more!   Learn more about Michael:   Websites: https://michaelcannivet.com/ https://www.silverlight.us/   LinkedIn: https://www.linkedin.com/in/michael-cannivet-1684bb111/   Get his book: The Four-Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live for Today    If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out  our website at www.artofFeminineNegotiation.com if that sounds interesting to you.   Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ X(Twitter):  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email: cindy@womenonpurpose.ca

The Cognitive Dissidents discuss gold, bitcoin, war, the technocracy, and more! Watch on BitChute / Brighteon / Rokfin/ Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: A New Dollar, World Peace (or War) & Dodgy DOGE #8 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Greetings, and welcome back to the podcast.This episode we are joined by Mr. Jamie Murray - portfolio manager at the Murray Wealth Group - a Toronto based investment firm with ~$360M under management. Mr. Jamie Murray has approximately 20 years of experience in the investment sector with previous roles at Investors Group, Desjardins Capital Markets & Dundee Capital Markets.Mr. Murray graduated from The Richard Ivey School of Business, and has also received his Chartered Financial Analyst designation in 2011.Among other things, we discussed Out of Favor Stocks, Protecting Capital, Energy Tariffs & Market Opportunities in 2025.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United 360 Engineering & Environmental ConsultingEVA SoftwareSupport the show

In their monthly roundtable, Cognitive Dissidents (Parallel Mike Podcast, Monica Perez Show, Geopolitics & Empire) discuss the technocratic takeover of America, Gaza, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: American Technocracy & Trump's Play For Gaza #7 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In their monthly roundtable, Cognitive Dissidents (Parallel Mike Podcast, Monica Perez Show, Geopolitics & Empire) discuss the technocratic takeover of America, Gaza, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: American Technocracy & Trump's Play For Gaza #7 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In this episode, Matt Cohen chats with Wendy Li, the co-founder and Chief Investment Officer of Ivy Invest, about her journey from managing institutional endowments to founding a fintech startup. Wendy shares insights from her experiences at the Metropolitan Museum of Art, the UJA Federation of New York, and the Mother Cabrini Health Foundation.She highlights her decision to leave a traditional allocator role to build Ivy Invest, a platform democratizing access to institutional-quality investments for retail investors. Wendy discusses the challenges of being a first-time founder, how emerging managers can build trust with institutional investors, and the long-term lessons from her career.About Wendy Li:Wendy Li is the Co-Founder and Chief Investment Officer of Ivy Invest, a platform that helps individual investors access investment portfolios similar to those used by big institutions. She has over 10 years of experience managing large investment funds and holds a Chartered Financial Analyst certification.Before starting Ivy Invest, Wendy was the Managing Director of Investments at the Mother Cabrini Health Foundation, where she set up the investment office and managed $4 billion. At the UJA-Federation of New York, she oversaw a $1 billion endowment and a $400 million pension plan. Her career began at the Metropolitan Museum of Art, where she worked as a Senior Investment Analyst.Wendy studied at Columbia University, where she earned her Bachelor's degree.Topics(01:13) Early Career Journey: Wendy shares her upbringing in Pennsylvania, moving to NYC, and her entry into finance at Columbia University.(02:30) First Role at the Met Museum: Insights from working with an established portfolio, sitting across high-profile investment committee members, and lessons on portfolio management.(04:51) The Transition to UJA: Managing a new investment office, building credibility with a seasoned investment committee, and reshaping a hedge fund-heavy portfolio.(06:57) Influence of David Swensen: Learning from Swensen's Yale Model and its focus on alternative investments, plus her direct exposure to the Yale network through colleagues.(09:48) Building Ivy Invest: Why Wendy left the endowment world to create Ivy Invest, the challenges of launching an SEC-registered fund, and solving access and complexity barriers for individual investors.(19:14) Fund Structure: Ivy Invest's single-fund strategy blending public and private investments, its interval fund structure, and quarterly repurchase options for investors.(24:11) Emerging Manager Advice: Key strategies for preparing to meet with institutional investors, understanding their specific needs, and how to build trust over time.(28:17) Long-Term Relationships: Why personal rapport, patience, and a deep understanding of both LPs and your own strategy are essential for emerging managers.(31:17) Lessons as a First-Time Founder: Transitioning to a fintech startup, learning to navigate the tech and regulatory landscape, and unexpected challenges like user access glitches.(36:38) Co-Founders and Team Dynamics: The complementary skills of her co-founders, balancing optimism with risk awareness, and maintaining trust and humor through challenges.(38:42) Brand Awareness and Challenges: Educating retail investors about their eligibility and building recognition for Ivy Invest's mission.(39:54) Surprises from Early Investors: The diversity of early adopters and how their demographics exceeded initial expectations.Fast Favorites* Favorite Podcast: How I Built This* Favorite Newsletter: Matt Levine's Money Stuff* Favorite Tech Gadget: iPhone* Favorite Trend: Established alternative investment managers opening access to retail investors* Favorite Book: A Tree Grows in Brooklyn by Betty Smith* Favorite Life Lesson: “Finish what you start.”Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

On the podcast this week, we welcome back Dave Sekera. Dave is the chief US market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and economy and is a leading voice on Morningstar.com and our other platforms. Dave and Susan Dziubinski also do a weekly show for Morningstar.com called The Morning Filter. Before assuming his current role, Dave was a managing director for DBRS Morningstar. Prior to joining Morningstar in 2010, Dave worked in the alternative asset management field. He earned his bachelor's degree in finance and decision sciences from Miami University and holds the Chartered Financial Analyst designation. You can follow him on X @Morningstar Markets. Dave, welcome back to The Long View.BackgroundBioThe Morning FilterMorningstar Wide Moat FocusMarket Outlook: Healthcare, Tariffs, AI, and Inflation“2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?” by Dave Sekera, Morningstar.com, Jan. 10, 2025.“Don't Panic: It's Not 2022 All Over Again,” by Dave Sekera, Morningstar.com, Aug. 5, 2024.“Healthcare: Valuations Look Fair Overall, With Select Industries Still Undervalued,” by Karen Andersen, Morningstar.com, Oct. 3, 2024.“5 Stocks to Buy to Invest in AI With Less Risk,” The Morning Filter, Morningstar.com, Aug. 5, 2024.“Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won,” by Preston Caldwell, Morningstar.com, Sept. 18, 2024.“We Expect GDP Growth to Weaken Until Fed's Rate Cuts Kick In,” by Preston Caldwell, Morningstar.com, Oct. 3, 2024.“US Stock Market Outlook: Tariffs Are 2025's Wild Card,” by Dave Sekera, Morningstar.com, Dec. 2, 2024.Other“Dave Sekera: Taking the Market's Temperature,” The Long View podcast, Morningstar.com, July 18, 2023.CFA SocietyCFA Society ChicagoStay Vigilant podcast

Alice Albright, CEO of the Millennium Challenge Corporation (MCC), joins Mike Shanley to discuss MCC's role in US foreign policy, key MCC accomplishments, future countries and sectors of work, and how organizations can partner with MCC. RESOURCES: - MCC LinkedIn: https://www.linkedin.com/company/millennium-challenge-corporation - MCC Instagram: https://www.instagram.com/mccgov/ - Doing Business with MCC: https://www.mcc.gov/work-with-us/mcc-business/ - MCC Business Forecast: https://www.mcc.gov/resources/doc/report-business-forecast/ - Procurements on sam.gov BIOGRAPHY: Alice P. Albright is the Chief Executive Officer of the Millennium Challenge Corporation where she provides strategic leadership and vision to the agency helping deliver on programmatic priorities. Ms. Albright has more than 30 years of international experience in the private, non-profit and public sectors. Prior to MCC, Ms. Albright served as the CEO of the Global Partnership for Education (GPE). As a political appointee of the Obama Administration, between 2009 and 2013, she was the Executive Vice President and Chief Operating Officer of the Export-Import Bank of the United States (Ex-Im Bank). Beforehand, she was the Chief Financial and Investment Officer for the Global Alliance for Vaccines and Immunizations (GAVI). Prior to working in international development and government, Ms. Albright was a banker focusing on emerging markets, working principally at J.P. Morgan. Ms. Albright has served on two G7 Gender Equality Advisory Councils, appointed first by the President of France for the 2019 G7 and subsequently by the Prime Minister of the United Kingdom for the 2021 G7. Additionally, she has served on the Boards of Williams College and Mercersburg Academy. Ms. Albright received her MIA from Columbia University's School of International and Public Affairs and her BA from Williams College. She is a Chartered Financial Analyst and a member of the Council on Foreign Relations. LEARN MORE Thank you for tuning into this episode of the Aid Market Podcast. You can learn more about working with USAID by visiting our homepage: Konektid International and AidKonekt. To connect with our team directly, message the host Mike Shanley on LinkedIn.

On this month's Cognitive Dissident's roundtable we discuss the fires in California with some boots on the ground as well as how Team Trump apparently is pushing the North American Union and Technate! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: California on Fire as North America Becomes a Union #6 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

On this month's Cognitive Dissident's roundtable we discuss the fires in California with some boots on the ground as well as how Team Trump apparently is pushing the North American Union and Technate! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: California on Fire as North America Becomes a Union #6 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

The World's #1 Personal Development Book Podcast!  In today's episode we have the pleasure to interview Robert Hagstrom Author of “The Warren Buffett Way” Robert is a renowned investment strategist, portfolio manager, and best-selling author. With over 26 years of experience, he managed award-winning funds and grew assets to be worth billions. He's also frequent media commentator and Chartered Financial Analyst, Robert blends deep market expertise with a passion for teaching investment strategies In this episode, Robert shares about his journey from aspiring journalist to successful stockbroker and author of 'The Warren Buffett Way.' We talk about the pivotal moments that shaped his investment philosophy, particularly the influence of Warren Buffett. We dive into the importance of reading and writing in understanding investment strategies, the value of reading fiction, and reflections on his book's impact over the years. We also talk about the need to quiet the noise of financial media and he offers his perspective on how to approach investing with a long-term mindset. We hope enjoy this incredible conversation with Robert Hagstrom   To learn more about Robert and buy his book follow the links below: The Book: https://a.co/d/5D5Wdth Website: https://www.equitycompass.com/https://www.linkedin.com/in/roberthagstrom/ https://x.com/robertghagstrom ________________________________________________ Join the world's largest non-fiction Book community! https://www.instagram.com/bookthinkers/ The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

Send us a text2024 has been an incredible year, and we are so grateful for the support of all our listeners!!But what can we expect in 2025? Today, we shift our focus to the new year with special guest Marta Norton, Chief Investment Strategist at Empower. Marta shares her insights on the recent Federal Reserve meeting, market expectations, economic trends, potential recession indicators, and the impacts of AI on the tech sector. We discuss equity valuations, the increased interest in private markets, and the ongoing debate around fiscal policy and government debt. Get ready for an in-depth discussion on navigating the uncertain landscape of 2025 with practical advice and long-term investment strategies.-------Marta Norton has more than 20 years of experience in the investment management industry. Prior to her role at Empower, Marta most recently served as Chief Investment Officer for the Americas at Morningstar. In that role, she helped oversee more than $57 billion in assets under management and advisement and directed strategies aimed at delivering a wide range of investment objectives, from income to capital appreciation.Norton held a series of progressively senior leadership positions with Morningstar during her 18-year tenure with the firm. Earlier in her career, Norton served as a research analyst at LECG, LLC and previously worked for the Bureau of Labor Statistics in Washington, DC in support of the agency's work on the highly watched monthly Producer Price Index, among other projects.Known for her exceptional macro-level market commentary and long-term market view, Norton has gained recognition across the financial industry, and appears regularly in the media, including the Wall Street Journal, CNBC, and Bloomberg.Norton has a degree in economics from Wheaton College in Illinois and holds the Chartered Financial Analyst designation.Our Investment Banking and Private Equity Foundations course is LIVE: Learn more HEREOr for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $25 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Software für Vermögensberater: Ist dieses Geschäftsfeld so lukrativ, wie es scheint? In dieser Episode von "Aktien mit Potenzial" stellen wir IntegraFin vor, einen Software-Player, der sich auf Vermögensberater spezialisiert hat. Besonders in Großbritannien profitiert das Unternehmen von steuerlichen Anreizen, die den Markt äußerst attraktiv machen. Die Transact-Plattform bietet Beratern Zugang zu geförderten Altersvorsorgeprodukten und punktet mit Transparenz und Benutzerfreundlichkeit. Ein Teil der Gewinne wird an die Kunden ausgeschüttet, was deren Nutzung der Software zusätzlich fördert. Unser Gast Marco Graßmann (CEO und Chartered Financial Analyst) deckt auf, warum IntegraFin so erfolgreich ist, welche Risiken das Geschäftsfeld birgt und wie das Unternehmen mit steigenden regulatorischen Anforderungen umgeht. Wir wünschen Ihnen viel Spaß beim Zuhören und freuen uns über Ihr Feedback!  

In their monthly roundtable, the Cognitive Dissidents discuss world events including the unrelenting imperial regime change operations around the planet (e.g. South Korea, Georgia, Romania), the bitcoin Trojan Horse to usher in the Algorithm Ghetto, the acceleration of the Soylent Green agenda, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: Globalist Color Revolutions, BTC Trojan Horse, & Our Soylent Green Future! #5 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In their monthly roundtable, the Cognitive Dissidents discuss world events including the unrelenting imperial regime change operations around the planet (e.g. South Korea, Georgia, Romania), the bitcoin Trojan Horse to usher in the Algorithm Ghetto, the acceleration of the Soylent Green agenda, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: Globalist Color Revolutions, BTC Trojan Horse, & Our Soylent Green Future! #5 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy. In this episode we discussed:Simplicity wins with money. Why a long term mindset and consistency are critical for success.Investing is for everyone, not just for the rich.  What is a Chartered Financial Analyst (CFA)?The relationship between fitness and finances. Start investing as early as possible - invest for your kids (it's the power of compound interest). Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Mentioned on this episode:The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).Warren Buffett's Annual Letter to Berkshire Hathaway Shareholders (here).The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon). The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here) The Four Money Bears by Mac Gardner (Amazon) The Monster Job by Faith Teope (Amazon)Sammy Rabbit's Money School (here)Support the show

In a world where financial security often feels elusive, the stories we tell ourselves—and those we share with others—can be the key to unlocking stability and growth. Join your host, Cindy Watson, as she sits down with Michael Cannivet, founder and President of Silverlight Asset Management, LLC, to explore "Negotiating Your Financial Security Through Story." Michael, a Georgetown University graduate and Chartered Financial Analyst, is known for his insightful financial writing featured in Forbes and RealClearMarkets. Together, they delve into the powerful role storytelling plays in financial decision-making, sharing strategies for shaping narratives that can strengthen your financial future. Whether you're navigating investments or personal finance, this conversation is packed with practical wisdom to help you make smarter, story-driven financial choices.   In this episode, you will learn:   How to coach clients for their financial future? How peopl get off track with their finances? How to have empowering story behind your financial plan? The key foundation of your financial plan What are the ingredients of a good  story? How to get the right narrative? The four laps of the retirement race The biggest mistake people make in finances The difference in the genders when it comes to investment? The elements of the four minute retirement plan And many more!   Learn more about Michael:   Websites: https://michaelcannivet.com/ https://www.silverlight.us/   LinkedIn: https://www.linkedin.com/in/michael-cannivet-1684bb111/   Get his book: The Four-Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live for Today    If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.practicingwithpurpose.org if that sounds interesting to you Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ X(Twitter):  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email: cindy@womenonpurpose.ca  

In their monthly roundtable, Cognitive Dissidents discuss the election fallout, pied pipers and false prophets, whether Trump is backed by the deep state or not, the unavoidable economic collapse, rumors of war, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: Election Fallout, False Prophets, & Rumors of War #4 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In their monthly roundtable, Cognitive Dissidents discuss the election fallout, pied pipers and false prophets, whether Trump is backed by the deep state or not, the unavoidable economic collapse, rumors of war, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: Election Fallout, False Prophets, & Rumors of War #4 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Welcome to The Write Start Podcast! I'm your host Lisa Iannucci and my guest this week is someone I've known for many years and I'm thrilled she's here. Ann Logue (rhymes with vogue) is a writer specializing in business and finance. She is interested in the intersection of money, culture, investing, and technology. She is the author of five books, Options Trading (Alpha 2016; 2e Penguin 2023), Emerging Markets for Dummies (Wiley 2010), Socially Responsible Investing for Dummies (Wiley 2009), Day Trading for Dummies (Wiley 2007; 5e 2024), and Hedge Funds for Dummies (Wiley 2006; 2e 2023). She has also provided ghostwriting and technical editing services for books published by Bloomberg Press, ClydeBank Media, the International Monetary Fund, and Pearson Educational Services.In addition to her books, Logue has written about industries, executives, and current events for a wide range of consumer and trade publications. She has also taught finance at more places than I have time to list. She was once an analyst with Volpe Brown Whelan & Co., The Chicago Corporation, and Kemper Mutual Funds. She has written for Business Insider, Entrepreneur, and Alternatives Watch, among other publications. She lives in Chicago and holds the Chartered Financial Analyst designation. You're about to learn a lot in this episode. Enjoy!Please rate this episode where you listen to it and leave a review. Feel free to share the episode if you liked it and, if you'd be so kind, please follow me on Instagram @thewritestartpodcast. Until next time! Support the showIf you like what you've listened to and would like to support The Write Start podcast, please visit https://www.buzzsprout.com/1322467/supporters/new. I'll give you a shoutout on the show! Thanks! Support the showIf you like what you've listened to and would like to support The Write Start podcast, please visit https://www.buzzsprout.com/1322467/supporters/new. I'll give you a shoutout on the show! Thanks!

The sister plant to the ill-fated Three Mile Island (TMI) nuclear reactor in Pennsylvania is getting a new life. In this episode of Grid Talk, host Marty Rosenberg interviews Dan Eggers, executive vice president and chief financial officer of Constellation. Constellation will pay $1.6 billion to refurbish Unit 1 at Three Mile Island by 2028. It sits near Unit 2, the reactor that suffered a partial meltdown in 1979.  Unit 1 is an independent reactor, and its long-term operation was not impacted by the Unit 2 accident. Unit 1 closed in 2019 due to financial conditions, but Microsoft has now agreed to purchase all the energy from the plant to meet demand for its data centers.“They are undeniably a sustainability leader,” Eggers said of Microsoft. “When we realized that this was a viable project in the sense that we could bring it back from a mechanical and technical perspective, we brought the opportunity to them, explained what it could be, and they were very enthusiastic.” Eggers says the need for additional generation made them take another look at TMI Unit 1. “We ran it for 20 years. It ran incredibly well, safely, reliably, dependably over that time,” said Eggers.Daniel L. Eggers is the executive vice president and chief financial officer for Constellation. In this role, he is responsible for leading the execution of all financial activities for the Constellation business. He serves on the Constellation Executive Committee, which sets strategy and direction for the company.Eggers joined Exelon in 2016. Prior to that he was with Credit Suisse for 18 years with a focus on energy-related sectors. Eggers received a bachelor's degree in Finance from Texas Christian University and received the Chartered Financial Analyst designation in 2000. He also completed the Massachusetts Institute of Technology's Reactor Technology Course in 2023.

Mike, Monica, and Hrvoje combine forces for their monthly "Cognitive Dissidents" roundtable to discuss war, elections, culture, and weather warfare. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: WWIII, the US Selection, False Prophets, & a Hurricane on a Mission #3 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using this link) https://escapethetechnocracy.com/geopolitics Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Mike, Monica, and Hrvoje combine forces for their monthly "Cognitive Dissidents" roundtable to discuss war, elections, culture, and weather warfare. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: WWIII, the US Selection, False Prophets, & a Hurricane on a Mission #3 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using this link) https://escapethetechnocracy.com/geopolitics Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

In this episode of Financial Decoder, host Mark Riepe and Susan Hirshman discuss the financial aspects of owning a pet. Susan highlights the responsibilities, costs, and emotional attachment that come with pet ownership, emphasizing the importance of financial planning. Mark asks her about the role of pet insurance in covering unexpected expenses and for tips for comparing policies. They also explore creative workarounds for those who may not be able to afford a pet on their own.Susan Hirshman is a director of wealth management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She's also a Chartered Financial Analyst, a Certified Financial Planner Professional and a Certified Public Accountant—and a pet owner.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0924-VGUA)

On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to optimize your financial health before the year ends. They also take a deep dive into Buffered ETFs with Allworth's Victoria Bogner, a Chartered Financial Analyst and Certified Financial Planner. Victoria explains how buffered ETFs work, their benefits, and the ideal circumstances under which they should be used. Whether you're nearing retirement or a risk-averse investor, you'll find valuable insights on how to incorporate these into your portfolio. Lastly, Scott and Pat address listener questions about Social Security benefits and estate planning, offering practical advice to ensure you're making the most of your financial resources. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Mike and Monica join Hrvoje in the second episode of their new monthly roundtable "Cognitive Dissidents" to discuss how the West is rapidly going totalitarian, deploying 15-minute cities, and how the climate scam might be a ruse in order to direct more energy use toward AI and data centers needed to operate the dystopian Algorithm Ghetto. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: West is Going Full 1984, 15m Cities, & the AI Climate Scam #2 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Mike and Monica join Hrvoje in the second episode of their new monthly roundtable "Cognitive Dissidents" to discuss how the West is rapidly going totalitarian, deploying 15-minute cities, and how the climate scam might be a ruse in order to direct more energy use toward AI and data centers needed to operate the dystopian Algorithm Ghetto. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Cognitive Dissidents: West is Going Full 1984, 15m Cities, & the AI Climate Scam #2 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Hi friends! I'm so excited to welcome Brian Murphy to the podcast today! I tracked him down at the Biohacking Conference because I loved his company, their mission, and his overall energy and vibe. I could tell he was just a genuine, cool, positive person, and I knew he'd be an amazing fit for the show. Here's what we talk about today: - What are adaptogens and how do they work? - Our broken food system and the purpose behind Living Prana - Cultivating a positive mindset and creating motivation, even when you don't feel like it - His tips for being Healthy In Real Life - and so.much.more.  171: The power of adaptogens with Brian Murphy Here's more about Brian and his background: Brian is the CEO and co-founder of LIVING PRANA, a functional food company transforming unhealthy packaged foods with nutrient-dense superfoods. He is a champion for reform of a U.S. food system to provide food that creates health, raising the bar on transparency, integrity and sustainability for the businesses feeding America.   A former investment banker and strategic growth leader, he has invested in, advised, and built businesses for the past 15 years, working shoulder-to-shoulder with many entrepreneurs and leading growth for private equity-backed and public companies. Brian is a Chartered Financial Analyst. Combining this business experience with mindfulness practices, Brian is leading an evolution into a new conscious business paradigm that is accountable to its community, stakeholders and to the planet. In 2016, Brian hit a radical turning point as significant stressors drove his physical and mental health into a crisis – he called off a wedding, lost 65 pounds and sold his first business. This unlocked his passion to inspire others to prioritize their well-being using food as medicine after saving his own physical and mental health with functional foods. As Brian furthered his spiritual discovery, the path illuminated for him to create businesses that fulfill a greater purpose aligned with his transformation while healing people and the planet.  In 2020, after the beginning of his spiritual journey, Brian flipped the keys on a longstanding successful corporate career to bet on himself as an impact creator and align his personal values with his entrepreneurial efforts. After his lifelong physical health struggles, his involvement in the business side of surgery and watching health decay of his loved friends and family, Brian dedicated his impact to build businesses that help optimize physical and mental well-being of everyone whose lives he touches. You can shop Living Prana here and use FITNESSISTA for 20% off!  Follow him on Instagram and check out Living Prana's Instagram here.  Partners: I've been using Nutrisense on and off for a couple of years now. I love being able to see how my blood sugar responds to my diet and habits, and run experiments. You can try out Nutrisense here and use GINA50 for $50 off. Join our community detox here! I love love love the meals from Sakara Life! Use this link and the code GINAHSAKARA for 20% off their meal delivery and clean boutique items. This is something I do once a month as a lil treat to myself and the meals are always showstoppers. If any of my fellow health professional friends are looking for another way to help their clients, I highly recommend IHP. You can also use this information to heal yourself and then go one to heal others, which I think is a beautiful mission. You can absolutely join if you don't currently work in the health or fitness industry; many IHPs don't begin on this path. They're friends who are passionate to learn more about health and wellness, and want to share this information with those they love. You can do this as a passion, or start an entirely new career. You can use my referral link here and the code FITNESSISTA for up to $250 off the Integrative Health Practitioner program. I highly recommend it! You can check out my review IHP Level 1 here and my review of Level 2 here. I'm still obsessed with my sauna blanket. This is one of my favorite ways to relax and sweat it out. I find that it energizes me, helps with aches and pains, I sleep better on the days I use this, and it makes my skin glow. Link to check it out here. You can also use my discount FITNESSISTA15 for the PEMF Go Mat, which I use every day, and the red light face mask, which is a staple in my weekly skincare routine. Get 20% off Organifi with the code FITNESSISTA. I drink the green juice, red juice, gold, and Harmony! (Each day I might have something different, or have two different things. Everything I've tried is amazing.) I'm currently obsessed with the shilajit gummies! Thank you so much for listening and for all of your support with the podcast! Please be sure to subscribe, and leave a rating or review if you enjoyed this episode. If you leave a rating, head to this page and you'll get a little “thank you” gift from me to you. 

#189: Learn to master retirement market risks and safe withdrawal rates with finance expert Karsten Jeske. We explore key strategies like the 4% rule, sequence of return risk, and delve into roles of taxes, annuities, inflation protection, portfolio allocation, and even the psychological aspects of retirement planning. Karsten Jeske is the founder of Early Retirement Now, a blog where he shares his expertise in retirement planning, safe withdrawal rates, and financial independence. He has a PhD in economics and is a Chartered Financial Analyst. Link to Full Show Notes: https://chrishutchins.com/how-to-retire-early-karsten-jeske Partner Deals MasterClass: Learn from the world's best with 15% off Bilt Rewards: Earn the most valuable points when you pay rent Daffy: Free $25 to give to the charity of your choice DeleteMe: 20% off removing your personal info from the web Fabric: Affordable term life insurance for you and your family For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Karsten Jeske: Blog | X | LinkedIn Safe Withdrawal Rate Series Part 14 & Part 15: Sequence of Return Risk Part 28: Free DIY Withdrawal Rate Toolbox Part 35: Asset Location Part 43: Pre-Retirement Glidepaths Part 61: Safety First Blog Post: Stealth Frugality Shiller CAPE Ratio Alpha Architect 1-3 Month Box ETF: BOXX Blog For Tax Optimization: Go Curry Cracker ATH Podcast: Ep #2: Financial Independence Without a Six Figure Salary with Brad Barrett Ep #141: The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett Follow & Review on Apple Podcasts Email us for questions, tips, deals and feedback Full Show Notes (00:00) Introduction (02:00) Should Everyone Retire Early? (05:09) The Rule of 4% as a Guideline (09:46) The Role of Longevity in the 4% Rule (12:46) Using Historical Data for Retirement Simulations (19:11) Sequence of Return Risk: What It Means & What to Do About It (23:51) Strategies to Mitigate the Sequence of Return Risk (30:41) The Flexibility of Safe Withdrawal Rates (37:49) How to Adjust Withdrawal Rates Based on Current Market Conditions (45:53) The Reverse Glide Path Strategy (49:30) The Impact of Inflation on Retirement Planning (57:03) Evaluating Annuities (59:40) Ways to Consider Tax Optimization Strategies (1:04:29) How to Think About Portfolio Allocation During Accumulation (1:12:25) The Role of International Diversification in Equity Allocation (1:16:57) Karsten's View on Tax Loss Harvesting (1:20:34) Asset Location (1:22:35) Is Adding Leverage to Your Equity Worth It? (1:26:41) Advice for Someone Early in the Accumulation Phase (1:28:27) Stealth Frugality (1:29:39) How Do People Spend During Retirement? Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.

Chris Hopkins is a lifelong learner, committed to helping others and keeping an optimistic view on life.   In this episode, Chris shares his career highlights - all the way back to age 6 when he was selling vacuums with his grandmother, to being a plant superintendent right out of college, and selling his business and getting into the finance industry. We also discuss his passion for music and reading… including his western swing band that played at Riverbend a few times, and how he reads two or three books a week.   Chris also opens up about the massive heart attack he had at the age of 39, how he recovered from it, and what it was like to receive a heart transplant and meet the donor's family.   Chris Hopkins is the Co-Founder and Principal of Apogee Wealth Partners. He is a Chartered Financial Analyst and has been in the finance industry since 1998. You can learn more about Chris and Apogee on his website (apogeewp.com/team) and you can connect with him on LinkedIn (linkedin.com/in/chris-hopkins-cfa-7751745).   If you liked this episode, we think you'll also like: Chip Baker's Morning Cup (E04) Becky Blaesing's Morning Cup (E26) Matt Hullander's Morning Cup (E68) ----more---- My Morning Cup is hosted by Mike Costa of Costa Media Advisors and produced by SpeakEasy Productions.    Subscribe to the weekly newsletter here and be the first to know who upcoming guests are!

Hrvoje of The Geopolitics & Empire Podcast, Mike of The Parallel Systems Broadcast, and Monica of The Monica Perez Show have decided to band together for a monthly roundtable to discuss world events! It's an experiment! Heck, maybe we'll do twice a month! Heck, maybe we'll even throw in a monthly group Q&A with our respective members/supporters. Let us know what you think! Oh, and we need a name! Trilateral Commission was already taken...Committee of 3? No Silo Radio? Cognitive Dissidents? Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · The Unnamed Podcast: Hrvoje, Mike, & Monica's Maiden Voyage! #1 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Hrvoje of The Geopolitics & Empire Podcast, Mike of The Parallel Systems Broadcast, and Monica of The Monica Perez Show have decided to band together for a monthly roundtable to discuss world events! It's an experiment! Heck, maybe we'll do twice a month! Heck, maybe we'll even throw in a monthly group Q&A with our respective members/supporters. Let us know what you think! Oh, and we need a name! Trilateral Commission was already taken...Committee of 3? No Silo Radio? Cognitive Dissidents? Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · The Unnamed Podcast: Hrvoje, Mike, & Monica's Maiden Voyage! #1 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Parallel Systems https://parallelmike.com Monica Perez Show https://monicaperezshow.com About Parallel Mike Parallel Mike is an organic farmer, investor and host of both the Parallel Systems Broadcast & Parallel Mike Podcast. He is passionate about living purposefully, natural health and self sufficiency. About Monica Perez The Monica Perez Show offers a variety of content from Real NEWS REELs, where Monica uses her research and analytical skills to get to the bottom of top headlines from a perspective of truth, liberty & justice; Highlight Reels, where Monica kicks back with the best and the brightest from the podcasting world; and her Interview series where she brings listeners fascinating interviews with principled thought-leaders and experts in fields of interest essential to those who seek the truth about the parasites-that-be or simply pursue an autonomous and independently healthy lifestyle. Monica was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens, all of whom–including a very special son who has Down syndrome–really keep things interesting! Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.* (*This hobby may or may not be related to having three teens and living in LA.) Monica also co-hosted The Propaganda Report and the Drivetime News Blast as well as Deep Dives with Monica Perez. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

The team sits down with Rishi Jain to discuss Cross River's marquee wind, hydro, nuclear, hydrogen, ammonia project in the revitalized heavy industrial Port of Belledune, New Brunswick, Canada. About Rishi Jain:Rishi is a Partner and Managing Director at Cross River Infrastructure Partners. He leads the hydrogen and nuclear business development activities of the firm and is responsible for all aspects of project origination. Rishi also manages commercial processes, stakeholder relations, is closely involved with financial structuring of projects, and is the lead for strategic partner relationships.Prior to joining Cross River, Rishi was a special situations and macro analyst at Great Oaks Capital Management, focused on energy, natural resources, and industry. Rishi also originated and managed the firm's earlier stage investments in new industrial clean-tech and clean-resource companies. Rishi is a graduate of the Wharton School at the University of Pennsylvania and also completed the Chartered Financial Analyst program. About Cross River Infrastructure Partners:Cross River is an early-stage developer of clean energy infrastructure including clean fuels production such as clean industrial-scale hydrogen and ammonia production via water electrolysis, as well as nuclear and renewable power generation. Within nuclear, Cross River is focused on development of advanced nuclear projects, deploying generation IV SMRs for industrial CHP and hydrogen, as well as medical and industrial radioisotope production. The group also develops wind, solar and storage solutions primarily for upstream green hydrogen and green industrial production.--Links:https://crossriverip.com/https://www.portbelledune.ca/green-energy-hub/green-hydrogen-project

Stay in touch and sign up for Paco's weekly email newsletter, The Nerdletter.  In this episode of Weird Finance, host Paco de Leon, along with Stephanie Bucko and Cristina Livadary from Mana Financial Life Design (@manafld), dive into the essentials of thinking like a financial planner. They discuss targeting clients with growth mindsets, particularly those in helping professions and the sandwich generation. Stephanie explains the trade-offs for business owners aiming to keep taxes low versus paying more into Social Security and retirement plans. Christina shares insights on mastering personal finance and emphasizes the importance of understanding financial numbers.  Cristina is a Certified Financial Planner® and Registered Life Planner®. Before Mana, she led sales and consulting efforts as a Regional Director with Russell Investments, where she consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Cristina is a Bucknell University graduate, with a BA in Political Science and Spanish. She launched Mana with Stephanie in 2018 based on the belief that even greater success can be achieved by solving issues holistically - with individuals and their families. Since founding Mana, Cristina has been recognized for her accomplishments within the industry by leading organizations such as Investment News' 40 under 40 in 2020 and Investopedia's Top 100 Advisors in 2023. Cristina is living her own life plan, working in her dream career as a business owner and a financial life planner who does everything in her power to positively impact the lives of her clients. When she's not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world with her family and friends. Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She graduated from Bucknell University with a BSBA in Accounting. Following her undergraduate education, she audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis, and then joined Man Group, the world's largest publicly traded hedge fund. At Man Group she served as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2018, Stephanie launched Mana with Cristina out of the realization that investment management is only a small piece of the services that individuals truly need in a financial advisor. Since founding Mana, Stephanie has been recognized for her accomplishments within the industry by leading organizations such as Investopedia's Top 100 Advisors of 2023. She is also a regular contributor to MyStockOptions.com, the financial advice industry's premier site for equity compensation. When Stephanie isn't educating herself on the markets or building complex spreadsheets, you can find her outside. Her favorite days are spent on the ski slopes, riding horses, and bird watching. A special thanks to the talented and generous Ramsey Yount for producing, editing, and sound designing this episode.  The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon. If you'd like to contact us about the show or ask Paco a question about finances, call our hotline at 1-833-ASK-PACO, email us at weirdfinancepod (at) gmail.com or submit your questions here. We'd also love your listener feedback about the show; here's a short survey. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Jessica Rose is an artist, musician, mathematician, professional surfer, biologist, researcher, & data analysis. Dr. Rose has a Post Doc in Biochemistry at Technion Institute of Technology, Post Doc in Molecular Biology at Hebrew University of Jerusalem, PhD in Computational Biology at Bar Ilan University, Master's in Medicine (Immunology) at Memorial University of Newfoundland, and BSc in Applied Mathematics at Memorial University of Newfoundland.DR. JESSICA ROSEWebsite: https://www.jessicasuniverse.com/Twitter: https://twitter.com/JesslovesMJKSubStack: https://jessicar.substack.com/Monica Perez  was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica is also the host of The Monica Perez Show. MONICA PEREZ:WEBSITE: https://monicaperezshow.com/LinkTree: https://linktr.ee/monicaperezshowTHE RIPPLE EFFECT PODCAST:WEBSITE: http://TheRippleEffectPodcast.comSUPPORT:PATREON: https://www.patreon.com/TheRippleEffectPodcastPayPal: https://www.PayPal.com/paypalme/RvTheory6VENMO: https://venmo.com/code?user_id=3625073915201071418&created=1663262894Send BitCoin:  bc1qh0w0xyud67gvexwenh9fszzqy0np799h9qffyqSend Ethereum: 0xfeda6Da1EE8Aa06E0d63272c886277153C1ef34dMERCH Store: http://www.TheRippleEffectPodcastMerch.comMUSIC: https://music.apple.com/us/album/the-ripple-effect-ep/1057436436SPONSORS:LMNT Electrolyte Drink Mix (Free Gift With Purchase): http://DrinkLMNT.com/TheRippleEffectTHE UNIVERSITY OF REASON (Autonomy Course): https://www.universityofreason.com/a/29887/ouiRXFoLBig Frog Custom T-Shirts & More (Website): https://www.bigfrog.com/beaverton/ContentSafe: https://ContentSafe.co/WATCH:RUMBLE: https://rumble.com/c/c-745495YOUTUBE: https://www.youtube.com/channel/UCVfy9MXhb5EIciYRIO9cKUwLISTEN:SPOTIFY: https://open.spotify.com/show/4lpFhHI6CqdZKW0QDyOicJiTUNES: http://apple.co/1xjWmlFCONNECT:TWITTER: https://twitter.com/RvTheory6INSTAGRAM: https://www.instagram.com/rvtheory6/THE UNION OF THE UNWANTED: https://linktr.ee/TheUnionOfTheUnwanted

On May 18, 2024 Chris Pedersen made a presentation to the Houston Chapter of AAII.   At the end of the presentation Chris answered over 20 questions.  Those questions are on this podcast.  Here are the question topics: 1. Portfolio expectations compared to S&P 500?2.  How would adding small cap value (SCV) help a retiree?3.  How important is asset class location using 2 Funds for Life?4.  Would a do it yourself target date portfolio be better than buying a target date fund?5.  How do you expect interest rates to impact equity?6.  How different are the Total Market Fund expected returns from the S&P 500?7.  What are drawbacks by investing in SCV?8.  What steps should we take to manage emotional risk?9.  What is your opinion about combining TIPs with equities?10.  Should you increase your equity holdings as the get older?11.  Please comment of Christine Benz's Bucket Portfolio?12.. What SCV funds do you recommend?13.  Are there other target date funds you recommend besides Vanguard?14.  At age 60 what kind of return should I expect over the rest of my life?15.  Do you recommend nudge  withdrawals over withdrawals from the whole portfolio?16.  Why would more profitable small cap value funds do better than portfolios of less profitable companies?17.  Do you recommend VT, the Vanguard Worldwide equity fund? Inside the Investment Mind of Chris Pedersen with host Charles Rotblut.  Charles is  the editor of the AAII Journal, and a vice president and Chartered Financial Analyst at AAII Q1:  What is the best way to get big positions in cash invested?  All at once or dollar cost average over time? Q2:  How should target date fund investors choose the best date for their situation? Q3:What are the pros and cons of backtesting historical performance? Q4:  Why did you choose the drawings in your book “2 Funds for Life?”

Monica Perez was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens. Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.MONICA PEREZ:WEBSITE: https://monicaperezshow.com/LinkTree: https://linktr.ee/monicaperezshowTwitter: https://twitter.com/MonicaPerezShowTHE RIPPLE EFFECT PODCAST:WEBSITE: http://TheRippleEffectPodcast.comWebsite Host & Video Distributor: https://ContentSafe.co/SUPPORT:PATREON: https://www.patreon.com/TheRippleEffectPodcastPayPal: https://www.PayPal.com/paypalme/RvTheory6VENMO: https://venmo.com/code?user_id=3625073915201071418&created=1663262894MERCH Store: http://www.TheRippleEffectPodcastMerch.comMUSIC: https://music.apple.com/us/album/the-ripple-effect-ep/1057436436SPONSORS:LMNT Electrolyte Drink Mix (Free Gift With Purchase): http://DrinkLMNT.com/TheRippleEffectTHE UNIVERSITY OF REASON (Autonomy Course): https://www.universityofreason.com/a/29887/ouiRXFoLBig Frog Custom T-Shirts & More (Website): https://www.bigfrog.com/beaverton/ContentSafe: https://ContentSafe.co/WATCH:RUMBLE: https://rumble.com/c/c-745495ROKFIN: https://rokfin.com/RippleEffectYOUTUBE: https://www.youtube.com/channel/UCVfy9MXhb5EIciYRIO9cKUwLISTEN:SPOTIFY: https://open.spotify.com/show/4lpFhHI6CqdZKW0QDyOicJiTUNES: http://apple.co/1xjWmlFCONNECT:TeleGram: https://t.me/TREpodcastTWITTER: https://twitter.com/RvTheory6INSTAGRAM: https://www.instagram.com/rvtheory6/Facebook: https://www.facebook.com/TheRippleEffectPodcast/THE UNION OF THE UNWANTED: https://linktr.ee/TheUnionOfTheUnwanted

Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting trade surveillance and investigations specializing in exchange-traded funds. Prior to Finra, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile Exchange. Bryan holds a BA in Economics from the University of Illinois and the Chartered Financial Analyst designation.BackgroundBioPassive Investing and ETFs“Index Funds Have Officially Won,” by John Rekenthaler, Morningstar.com, Feb. 13, 2024.“Active Funds Fell Short of Passive Peers in 2023,” by Bryan Armour, Morningstar.com, March 12, 2024.“It's Official: Passive Funds Overtake Active Funds,” by Adam Sabban, Morningstar.com, Jan. 17, 2024.“ETFs vs. Mutual Funds: The Benefits That Really Matter,” by Bryan Armour, Morningstar.com, Feb. 6, 2024.“2023 Model Portfolio Landscape,” Morningstar.com.“Markets Are ‘Fundamentally Broken' Due to Passive Investing, Says David Einhorn,” by William Watts, marketwatch.com, Feb. 9, 2024.“How Fund Fees Are the Best Predictor of Returns,” by Russ Kinnel, Morningstar.com, Jan. 12, 2026.“Cage Match: Traditional Index Funds vs. ETFs,” by Christine Benz and Margaret Giles, Morningstar.com, Oct. 20, 2023.“Global Fund Flows: 2023 in Review,” Morningstar.com, Feb. 6, 2024.“A Closer Look at Vanguard's Newest Core Bond ETFs,” by Dan Sotiroff, Morningstar.com, Feb. 12, 2024.“3 New ETFs That Stand Out From the Pack,” by Ryan Jackson, Morningstar.com, Aug. 30, 2023.“Converting Mutual Funds to ETFs: What to Make of the Trend,” by Daniel Sotiroff, Morningstar.com, April 11, 2023.“How to Choose a Great Dividend ETF,” by Dan Sotiroff, Morningstar.com, May 17, 2023.“The Best and Worst New ETFs of 2023,” by Bryan Armour, Morningstar.com, Dec. 19, 2023.Bitcoin and Covered-Call ETFs“Spot Bitcoin ETFs Are Here. Should You Invest?” by Bryan Armour, Morningstar.com, Jan. 11, 2024.“Grayscale's Victory Over the SEC Doesn't Mean a Spot Bitcoin ETF—for Now,” by Bryan Armour, Morningstar.com, Aug. 30, 2023.“Should You Buy a Covered-Call ETF?” Video interview with Bryan Armour and Ruth Saldanha, Morningstar.com, June 14, 2023.Securities MentionediShares ESG Aware ETF ESGUiShares MSCI USA Quality Factor ETF QUALARK Innovation ETF ARKKGrayscale Bitcoin Trust (BTC) GBTCJPMorgan Equity Premium Income ETF JEPIGlobal X Nasdaq 100 Covered Call ETF QYLDVanguard's High Dividend Yield ETF VYMBlackRock Flexible Income ETF BINCSchwab High Yield Bond ETF SCYBT. Rowe Price Capital Appreciation Equity ETF TCAF2x Bitcoin Strategy ETF BITXYieldMax AI Option Income Strategy ETF AIYYOther“The ETF Rule: What It Is and Why It Matters,” by Irene Huhulea, Investopedia.com, Jan. 25, 2024.