Podcasts about Cima

Host Kevin Gormley talks to special guest Alex Whelan, a CIMA‑qualified tutor with extensive industry experience, who provides deep insights into the Sumtrix pre‑seen case for February OCS resit candidates. Alex breaks down Sumtrix's business model, financial structure, sustainability themes, costing methods, budgeting issues, and potential exam‑relevant risks. The conversation also includes a full walkthrough of all six CIMA Core Activities (A–F) and expert exam‑technique guidance, including planning, subheadings, KPIs, and referencing attachments. Kevin also introduces the updated 2026 direction of the Finance Leadership Podcast, which will now focus heavily on supporting Operational Case Study (OCS) candidates. KEY POINTS Overview of our podcast direction for 2026 Deep case analysis of Sumtrix (ski manufacturer: freestyle, touring, custom) Financial highlights, revenue channels, and operational structure Sustainability misalignment (importing North American materials) Key red flags: seasonality, inventory buildup, rising overheads Detailed breakdown of Core Activities A–F Exam techniques: planning time, subheadings, KPI construction, use of attachments Resources on the CGMA Hub for resit candidates Thanks for listening. It takes just a couple of minutes to share your feedback.  ABOUT US. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ Get in touch with show host Kevin Gormley via LinkedIn. Your comments welcomed at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also, on MoneyTalk, when to consider a Roth conversion, and how IRRMA impacts Medicare premiums. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/26/2026; Original Air Date: 4/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

In today’s inflated economy, it’s rare to find a financially independent young adult, but supporting your children without healthy boundaries is a sure way to stunt their growth and potentially threaten your retirement goals. Donna and Nathan discuss how to provide balanced financial assistance to your kids without sacrificing your own future security. Also, on MoneyTalk, why some retirees are getting a higher tax bill than they planned for, and how to know if you need a trust. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/22/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement”, to discuss perspectives from thought leaders on what contributes to a truly successful retirement. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Christine Benz, Morningstar; Air Date: 1/23/3026; Original Air Date: 11/1/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

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This episode is something special—we're bringing you an exclusive live-recorded performance straight from Ray Cima, packed with high-energy Minimal masterpieces guaranteed to get your heart racing and your feet moving. 

The annuity was designed to provide a stream of lifetime income in exchange for a lump sum payment, and they have since evolved to provide varying levels of safety and growth, but these features come at a steep cost, and it's important to understand their limitations if you wish to reap their benefits. Donna and Nathan discuss mechanics, tax treatment, and complex rules governing annuities that can lead to confusion and costly mistakes. Also, on our MoneyTalk Moment in Financial History, Nathan covers the critical role of tariffs and taxes throughout US history. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/21/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

After the tax breaks built into the One Big Beautiful Bill, it is estimated that 42% of Americans will pay zero income tax, and if you were wondering how that could be possible, you’re not alone! Donna and Nathan walk us through five different scenarios of households that would end up paying no income taxes under the current tax system. Also, on MoneyTalk, 529s and other college tools, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/20/2026; Original Air Dates: 12/28/2023 & 10/2/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you're actually building?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family's fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product pitches. He shares insights into scaling past a billion in assets, fixing painful missteps with clients and the team, and preparing both families and advisors for the next great wave of wealth transfer.   Key Takeaways: → How FORM Wealth Advisors structures reviews and planning to reflect the actual shape of a client's life. → Why advisors stop selling last week's winning lottery numbers and start owning real-life responsibility for clients. → How FORM Wealth Advisors serves every branch of the family tree and why that has been vital to the firm's growth.   → Why cutting “smaller” clients can erode trust in a close-knit community. → How inheritances split one large relationship into many smaller ones.   Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron's, and AdvisorHub as a top advisor. Tyson also actively contributes to his community through philanthropic initiatives, including Children's World Impact. His journey began at Badger High School, where, as a sophomore, he invested $100 in mutual funds, sparking a lifelong passion for financial strategy. After graduating from the University of West Florida, he returned to Southern Wisconsin to launch his career in financial services. Tyson enjoys spending time with his wife and three children, as well as hunting, fishing, playing golf, and exploring the outdoors.   Connect With Tyson: Website: https://totalsuccession.com/ LinkedIn: https://www.linkedin.com/in/tysonray/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Roraj Pradhananga, CIMA, CPA, Chief Investment Officer at Veris Wealth Partners, shares the firm's origins and its long-standing commitment to impact-focused investing. He discusses how Veris evaluates authentic ESG strategies, what themes are shaping the future of impact investing, and how client portfolios are being positioned amid today's political and economic landscape.

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation. 

An employer stock option plan can be a valuable company benefit as a compliment to your employees' retirement savings, but it can also be a powerful tool to facilitate a business owner's exit strategy. Nathan discusses the ins and outs of ESOPs, who they may be appropriate for, and why an employer may choose sell their company to their employees rather than on the open market. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the complicated legacy of one of the Industrial Revolution's greatest contributors, Henry Ford. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa; Air Date: 1/14/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

High earners over age 50, a group traditionally excluded from Roth participation, are now being required to make their catch-up contributions on a Roth basis, an ironic pivot intended to bolster near term government revenue. Donna and Nathan discuss the various changes to retirement account rules and limits to keep you on the right side of the regulators. Also, on MoneyTalk, investing in international markets, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/15/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

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A melhor forma de se recuperar de uma escolha errada é ser rápido em fazer uma escolha certa.Na mesma velocidade em que você reconhece as más decisões, a sua vida começa a mudar.Neste vídeo, você vai entender como dar a volta por cima de forma rápida através da parábola do filho pródigo, que mostra que reconhecer o erro e agir com humildade pode restaurar completamente a sua vida.

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Ready to unlock the hidden key to a thriving, high-profit dental practice—and it's not just about the money? In this must-listen episode of The Dental Wealth Nation Show, host Tim McNeely—CFP®, CIMA®, CEPA®, and one of the most trusted wealth strategists for dental entrepreneurs—dives deep with special guest Danielle Kramer, founder of Easy Dental Solutions, on what really powers practice growth and financial freedom: building a truly happy, people-first dental team. Forget the typical advice. Tired of turnover, endless recruiting, or struggling to motivate your team with bonuses alone? Tim McNeely and Danielle Kramer blow the lid off old-school “culture” clichés. You'll discover: The rarely discussed link between team happiness and practice profitability—and how it directly impacts patient retention and satisfaction. Why open communication, clear vision, and people-first leadership can accelerate business growth and help you scale (and exit!) smarter. Actionable frameworks for dental owners to boost morale, create alignment, and build momentum—without burning out or losing top talent. Powerful mistakes dentists often make leading their teams, plus gritty strategies to correct course and foster lasting success. How to leverage morning huddles, strategic meetings, and intentional role-matching to unlock every team member's full potential. Real-world stories on how improving staff culture instantly increased practice performance. Whether you're gunning for a more lucrative exit, preparing for retirement, or just want less stress and more cash flow, this episode arms you with proven wealth-building tactics and business growth insights straight from the front lines of dentistry. Don't miss out: Hit subscribe to The Dental Wealth Nation Show, visit [Insert Website], and follow Tim McNeely on social media for more fearless guidance on dental wealth, exit planning, financial freedom, tax mitigation, retirement strategies, and scaling your impact and profits. This show isn't for the faint of heart—but for entrepreneurial dentists who want practical, unapologetic advice to build true wealth, care boldly for their team, and leave a lasting dent in the universe. Dental Wealth | Exit Planning | Financial Freedom | Business Growth | Wealth Strategies for Dentists | Tax Mitigation | Retirement Planning Tune in—your journey to wealth domination in dentistry starts now.

From Burnout to Prime: Reclaim Your Dental Practice and Wealth with Melinda Hereford | The Dental Wealth Nation Show Are you a driven dental entrepreneur feeling stuck between daily burnout and the thriving practice you know is possible? This episode of The Dental Wealth Nation Show with Tim McNeely is your wake-up call—a masterclass in turning frustration into freedom and building a dental practice (and life) you genuinely love. Join host Tim McNeely—CFP, CIMA, CEPA, and renowned dental wealth strategist—as he sits down with dental practice management expert Melinda Hereford to break down the real reasons successful dentists get stuck in survival mode. Discover why chasing more production or simply slashing expenses isn't the answer—and how the right combination of mindset, systems, and team alignment unlocks your path to lasting wealth and total fulfillment. In this powerhouse episode, you'll learn: Why true financial freedom for dentists goes far beyond bigger profits and busy work The root causes of dental burnout—and proven strategies to regain clarity, energy, and joy at work The “Wildly Important Goal” (WIG) framework: how to set one high-impact target for your practice and mobilize your entire team around it How to implement Most Important Tasks (MITs) for yourself and your staff to drive lasting change—without the pain of micromanagement Ways to leverage simple business dashboards and accountability rhythms to ensure your plans stick (and your profits soar) How engaging your team and focusing on the right goals transforms not just your numbers, but your everyday experience as a leader Tax mitigation, cash flow mastery, and retirement planning essentials—uniquely built for entrepreneurial dentists With decades of experience helping dental practice owners scale smarter, exit wealthier, and thrive with less stress, Tim McNeely brings no-nonsense, actionable strategies and a heart for every dentist looking to build true, lasting wealth. Ready to finally stop treading water and start thriving? Subscribe now for hard-hitting, heart-centered advice on Dental Wealth, Exit Planning, Business Growth, Financial Freedom, Tax Mitigation, Wealth Strategies for Dentists, and more. Take the next step:

Análise pós-jogo das partidas entre Decisão x Náutico e Maguary x Santa Cruz, válidas pela 2ª rodada do Campeonato Pernambucano 2026. Fábio Hermano, Hathos Rildo e Arhtur Silva analisam as duas partidas nesta tarde de Campeonato Pernambucano. Atuações abaixo de Náutico e Santa? Atuações individuas, situação de tabela, análise dos jogos e muito mais. Ouça […]

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Inheriting money from a spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also, on MoneyTalk, Stock Trivia: Battle of the Sowas. —Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features, and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated. — Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/6/2026; Original Air Date: 7/1/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

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Loretta uses her experience as an entrepreneur, care giver, a community volunteer and a Buddhist practitioner to serve entrepreneurs with care giving responsibilities, to create effective business strategies, reduce stress and ensure their child receives the best care. She understands the complex challenges, having to navigate this extra responsibility in caring, and to raise a happy and harmonious family.An Author and an award winning entrepreneur, Loretta founded and grew 3 companies to over £1Million turnover. One of the largest private training companies, was the first (in Malaysia) to obtain ISO 9001 certification in Training and Development.  Together with her consulting business, she trained and coached her teams which led to the growth of her business. She is a sought-after trainer and speaker in communication, personal development, leadership, administrative and management skills, franchise development, and business development. She holds an MBA (MsM,) CIMA, among others.She has been featured in the Star, Malaysia; Leicester Mercury; and Asian Business magazine. and she was awarded a Pingat Jasa Kebaktian (PJK), a Meritorious Service Medal by the Sultan of Selangor, for her contribution to the community.As a Certified Life and Business Coach, Loretta Lee helps Heart-centred Entrepreneurs and Executives create a life that they love living, that is in harmony with their Soul's purpose.https://dances.loretta-lee.com/affirmations

As we age, it's only natural to look to the next generation with hopes that they won't make the same mistakes that we did. Donna and Nathan reflect on the lessons that the previous generations can impart on millennials as they struggle to pave their way through the challenges of today's world. Also on MoneyTalk, how niche retirement communities are reshaping the expectations of incoming retirees, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/23/2025; Original Air Dates: 5/16/2024 & 4/25/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Hosted on Acast. See acast.com/privacy for more information.

Conviértete en un brothercito premium haciendo clic aquí:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3q3YDBl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#ALERTAHumorNegro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#HablandoHuevadas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#PorqueHablarHuevadasEsUnArte⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Canción oficial: Historia de un inadaptado de LOS STEREOTRIPS.  -ADVERTENCIA DE  HUMOR NEGRO- Learn more about your ad choices. Visit megaphone.fm/adchoices

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The road to becoming wealthy is often associated with risk taking but preserving that wealth typically requires a very different approach. Donna and Nathan discuss the difficulty many investors experience when the time comes to shift from a high risk to a conservative investment strategy. Also, on MoneyTalk, planning with a five-year time horizon, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/18/2025; Original Air Date: 1/10/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation. 

Financing a home project used to be a no brainier for those with access to home equity, but since the interest rate spike, many homeowners have had to seek other, less attractive options. Donna and Nathan discuss how to weigh alternative funding options for big ticket home expenses. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how Bank of America introduced the first multipurpose, unsecured credit card, and planted the seeds of the consumption economy. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 12/17/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

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Millán Ludeña es un deportista extremo reconocido internacionalmente por desafiar los límites humanos. El protagonista de este Aprendemos Juntos, ha logrado récords mundiales al correr media maratón en el punto más profundo de la Tierra y conectándolo con el punto más cercano al sol.

Millán Ludeña es un deportista extremo reconocido internacionalmente por desafiar los límites humanos. El protagonista de este Aprendemos Juntos, ha logrado récords mundiales al correr media maratón en el punto más profundo de la Tierra y conectándolo con el punto más cercano al sol.

When it comes to money, notions of “fairness” can vary from person to person — and sometimes within ourselves. Nathan and Donna discuss some scenarios that highlight contradictions in what we consider to be fair when it comes to our money. Also, on MoneyTalk, ways that technology has complicated our financial lives, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/16/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

In this episode, we debrief the 2025 AICPA Conference in Washington, DC, highlighting key takeaways including perspectives from SEC Chairman Paul Atkins and other regulatory leaders. Topics include the SEC's rulemaking priorities for 2026, trends in capital formation, and emerging issues such as AI and cryptocurrency. We also explore practical reminders for year-end reporting and insights into international standard setting collaboration.In this episode, we discuss:6:42 – SEC Chair keynote: “Making IPOs great again”12:51 – Emerging issues: AI, crypto, and international standard setting25:08 – SEC shutdown impacts and capital markets backlog32:06 – Rulemaking outlook and year-end reminders47:08 – PCAOB oversight, inspections, and audit standard-setting themesFor more, read our In depth, 2025 AICPA & CIMA Conference: Current SEC and PCAOB Developments.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsKevin Vaughn is a PwC National Office partner specializing in SEC reporting matters. Kevin leverages his extensive experience to support PwC public company and pre-IPO clients on accounting and SEC reporting matters. Prior to joining PwC in 2023, Kevin spent over 18 years at the SEC, most recently serving on the leadership team in the SEC's Office of the Chief Accountant where he focused on technical accounting consultations, SEC rulemakings, and standard setting matters.Scott Feely is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience supporting clients as they address the SEC and financial reporting implications of their capital markets and merger and acquisition-related activities.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

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When changing jobs, one of the first things you need to address is your retirement plan, and understanding your options is pivotal. Nathan discusses how to approach the decision making process when moving your money to a new employer sponsored plan. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how John Pierpont Morgan became the most powerful man in America and laid the groundwork for the Industrial Revolution. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa; Air Date: 12/10/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Since the recovery from the Great Financial Crisis, housing prices have been on a moon shot trajectory, and while the market has shown some signs of cooling, the odds of a meaningful downward price shift remain low. Donna and Nathan discuss the factors that contributed to the inflated housing market, and what it would take to bring the prices back down to earth. Also, on MoneyTalk, understanding your tax withholdings, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/11/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Season 2 launches with Episode 201 of BombeaT Nation — a powerful Psytrance journey mixed by Ray Cima. Dive into driving basslines, hypnotic grooves, and a fully immersive selection crafted to elevate your energy and take you deeper into the Psytrance experience. This is the next evolution of the BombeaT Nation sound. Interested in becoming part of the BombeaT Nation project? Send your information to [bnpodcast101@gmail.com] or leave a comment for further instructions. We're always open to connecting with new talent and community members.

Your home is both a financial and an emotional investment, which is one of the reasons why real estate can be such a uniquely risky asset class. Nathan discusses the financial tug of war that often occurs around home investment decision making, and some of the risks that homeowners fail to prepare for. Also, on our MoneyTalk Moment in Financial History we tell the story of Charlie Merrill's contributions to the democratization of the stock market and the rise of the American middle class. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa; Air Date: 12/3/2025; Original Air Date: 10/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

With fewer companies paying dividends today than in the past, dividend paying ETFs and mutual funds have become less diversified. Donna and Nathan discuss some of the trade-offs investors make with dividend paying securities. Also on Money Talk, what to do with your home in retirement, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 12/4/2025; Original Air Date: 12/12/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and longtime MoneyTalk contributor, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Andy Nault; Air Date: 12/5/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Conviértete en un brothercito premium haciendo clic aquí:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3q3YDBl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#ALERTAHumorNegro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#HablandoHuevadas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#PorqueHablarHuevadasEsUnArte⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Canción oficial: Historia de un inadaptado de LOS STEREOTRIPS.  -ADVERTENCIA DE  HUMOR NEGRO- Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Josh and Lucas sit down with Lina Ren, an emerging leader in senior living whose journey into the industry has moved at remarkable speed. Lina shares how her graduate studies at USC, a personal family experience with dementia, and a pivotal scholarship opportunity through NIC opened doors she didn't even realize existed, ultimately connecting her with Cima Senior Living, where she now serves as an analyst. The conversation explores generational misconceptions about senior housing, the power of mentorship and networking, the role of technology in shaping the future of senior living, and the workforce challenges facing the industry. This week, we share:The role of NIC scholarships in shaping career pathwaysThe gaps between public perception and the realities of senior housingThe growing role of AI and emerging technologies in care environmentsHow the industry can attract younger talentMeet the Hosts:Josh CrispLucas McCurdyConnect with Our GuestLina RenLearn more about the NIC Sponsorship ProgramProduced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokThis episode was recorded at the NIC Fall Conference

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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 

A treta entre o governo Lula e o presidente do Senado, Davi Alcolumbre (União Brasil), envolvendo a indicação de Jorge Messias ao STF ganhou novos capítulos nos últimos dias.Alcolumbre marcou para 10 de dezembro a sabatina de Messias — o que foi interpretado como uma tentativa de dificultar a aprovação do escolhido de Lula. O governo, por sua vez, tenta ganhar tempo, e não enviou ao Senado a mensagem necessária para encaminhar a sabatina. No fim de semana, Alcolumbre, que atuou pela indicação de Rodrigo Pacheco, criticou a postura do Planalto. Madeleine Lacsko, Duda Teixeira e Ricardo Kertzman comentam:Papo Antagonista é o programa que explica e debate os principais acontecimentos do   dia com análises críticas e aprofundadas sobre a política brasileira e seus bastidores.     Apresentado por Madeleine Lacsko, o programa traz contexto e opinião sobre os temas mais quentes da atualidade.     Com foco em jornalismo, eleições e debate, é um espaço essencial para quem busca informação de qualidade.     Ao vivo de segunda a sexta-feira às 18h.    Apoie o jornalismo Vigilante: 10% de desconto para audiência do Papo Antagonista  https://bit.ly/papoantagonista  Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br 

Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare Patrick Colegrave joins me in the Tokens of Wisdom Studio to discuss all things Cayman funds. From local regulatory requirements to investor expectations to setup costs, Patrick covers the ins and outs of Cayman fund formation.  Key Points From This Episode: Why should I choose Cayman over BVI (or should I?)?Does my Cayman fund always need to register with CIMA?What does the formation process cost/involve?What are the most common entity types for Cayman fund vehicles?Is there a specific type of entity that works best for specific types of fund?Local regulatory requirements for a Cayman fund.How should I choose the right offshore counsel? Disclaimer: This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/ Links Mentioned in Today's Episode: Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/Patrick Colegrave - https://www.linkedin.com/in/patrickcolegrave/  Cole-Frieman & Mallon LLP - https://colefrieman.com/Forbes Hare - https://forbeshare.com/  Music by Joe Ginsberg - https://www.instagram.com/thejoeginsbergFor any questions or comments, email: tow@colefrieman.com

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