Podcasts about Cima

GuestJulina Ogilvie, CIMA®, CPWA®, CEPA®Partner | Wealth AdvisorPrinciple Wealth Author & Host Money Confident Girls Book & Podcast Firm Websitehttps://www.principlewealthpartners.com/Firm AUM $2.5BBio:Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors.Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women's Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete whom qualified for the lronman World Championship in 2024.Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180.

¡Hola, hola! En este episodio hablamos sobre cómo medir nuestro avance una vez que tenemos claras nuestras metas. Para saber si vamos por buen camino, es clave detenernos a reflexionar:¿Qué significa el éxito para ti?Te comparto una práctica sencilla para reconocer tus valores personales y cómo se relacionan con tu definición de éxito. Desde ahí, podrás confirmar si las metas en tu "lista" realmente resuenan contigo.Gracias por Ser y por Estar! Este camino se recorre mejor acompañadas. Respira. Vamos despacio, juntas, Hacia la Cima.links:⁠⁠hacialacimapodcast/⁠⁠⁠Unete a la Comunidad: hacialacimapodcast⁠hacialacima@gmail.comMusic: Birds' forest song by ShidenBeatsMusic from Pixabay. Forest Lullaby by Lesfm from Pixabay

Un seismil es una cima que supera los seis mil metros. Subirla requiere esfuerzo extremo, pero también puede ser una metáfora de la superación personal más dolorosa. 'Seismil' es el título del primer libro de Laura C. Vela, un breve pero contundente texto autobiográfico en el que narra el chantaje sexual que sufrió durante su adolescencia. La autora lo cuenta sin rodeos, con un estilo directo, crudo, honesto. El relato aborda una experiencia de violencia sostenida en el tiempo, que incluyó múltiples violaciones, ocurridas cuando ella todavía estaba en el instituto. La escritura, aquí, se convierte en herramienta de resistencia, memoria y transformación.Desde Portugal, Raúl Losánez comparte las claves de la 48.ª edición del Festival de Teatro de Almada, que concluye mañana. Han participado algunos de los nombres más destacados del teatro europeo: la compañía 'La Schaubühne' y 'Familie Flöz' (Alemania), 'Joël Pommerat' (Francia) o el 'Teatro Biondo' (Italia), entre otros. La programación ha mantenido su apuesta por la diversidad escénica y la reflexión social.También nos acercamos a Belchite, un lugar marcado por la memoria de la Guerra Civil, que acoge una nueva edición del concurso de cortometrajes 'Belchite de cine'. El certamen, que arranca mañana, desafía a sus participantes a rodar una historia en 24 horas con una palabra y un objeto como puntos de partida. Nos lo cuenta su director, José Ramón Mareñu.Escuchar audio

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, Tony created an innovative solution.  In this episode, he shares how his Refocus Coaching Academy helps retirees find meaning, fulfillment, and purpose in life after work.  He also reveals the four emotional pillars that guide his process—and how adding a life coach to the financial planning team has transformed client outcomes. You'll Learn:  How a life coach fits into financial planning  The four pillars of emotional retirement preparation A step-by-step process to create a purpose-driven retirement How his mom's retirement changed his outlook on retirement Why 89% of clients are emotionally unprepared for retirement  *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Retirement Stepping Stone: Find Meaning, Live With Purpose, and Live a Legacy by Tony Hixon Refocus Coaching Academy Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Tony Hixon:  Hixon Zuercher LinkedIn: Tony Hixon TonyHixon.com About Our Guest:  Mr. Hixon is Co-Founder and Chief Executive Officer of Hixon Zuercher Capital Management. In addition to leading the firm, Tony also serves on the firm's Wealth Management Team and is a Co-Portfolio Manager on the Asset Management Team. Tony has had experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high-net-worth individuals. In 2021, Tony released his book: Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy.  In it, he shares the heartbreaking story of his mom, Pam Hixon, who tragically took her own life after struggling to find purpose in retirement. Tony instructs his readers on how they can prepare for a meaningful retirement beyond the numbers.  He continues to write weekly articles on topics like family, finances, faith, and retirement at TonyHixon.com. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of R...

Lodovica Cima"L'estate del tesoro nascosto"Gallucci Editorewww.galluccieditore.comFederica, Carlo e Daniele si trovano a dover trascorrere, per scelta dei genitori, un mese in una “casa d'artista”, un luogo di vacanza in cui pittori, scrittori e cantantisi rifugiano per riposare, ma anche creare le proprie opere.Il grande casale è isolato su una collina, immerso nel bosco e circondato da terrazzamenti. Un posto unico e incontaminato in cui i tre ragazzi si scontreranno con la voglia di diventare grandi e le difficoltà che la crescita stessa comporta.Sarà un'estate di amicizie, primissimi amori e un pizzico di avventura e mistero: in una stanza segreta verrà scoperto un tesoro che porterà tutti gli abitanti della casa, grandi e piccini, a indagare.Anche su se stessi.«Sono sicuro che sia un segnale, un segnale del destino per dirci che sarà un'estate fantastica» ribatte subito papà con la sua voce entusiasta. Oh mamma, proprio quello che mi ci voleva. Un'estate da dimenticare.Lodovica Cima, nata a Lecco, vive e lavora a Milano. È autrice di oltre duecento libri per bambini e ragazzi, e da più di quindici anni lavora nell'editoria per ragazzi, dapprima come redattrice poi come autrice e consulente editoriale. Collabora con riviste specializzate del settore e insegna al Master in Editoria dell'Università degli Studi di Milano. Nel 2017 fonda Pelledoca, casa editrice per ragazzi specializzata in thriller, noir e mistero. Tra i numerosi romanzi ricordiamo Il club antilettura e La voce di carta, viIL POSTO DELLE PAROLEascoltare fa pensarewww.ilpostodelleparole.itDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.

Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss retirement revelations outlined in Ben Carlson's book, “Everything's You Need to Know About Retirement”, including: how family history helps forge your money habits, how saving money is really about buying time and freedom, and much more. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/11/2025; Original Air Date: 9/28/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Fechou a lei da imigração, a da nacionalidade está a caminho. A AD continua a dizer que fala com “todos, todos”, mas ainda não há sinais de conversas com os socialistas — de José Carneiro só protestos e lamentos. Será Ventura o aliado estável de Montenegro? E o que vai acontecer no Orçamento? Este episódio de 'Comissão Política' tem comentários de Paula Caeiro Varela, João Pedro Henriques e Hélio Carvalho, com sonoplastia de Salomé Rita e ilustração de Carlos Paes.See omnystudio.com/listener for privacy information.

EM CIMA DO LANCE 15-07-25

Financial advisors live in a world of numbers, but when it comes to determining client suitability and risk tolerance, a fiduciary must go beyond the numbers to explore the qualitative factors that drive decision making. Donna and Nathan dive into the realm of behavioral finance to help you better understand the psychology behind how you spend and save, and the biases that help to form your money habits. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/10/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, MJ the tutor discusses some first impression thoughts about the strategic case study (SCS) pre-seen material for the August 2025 sitting. 4 tidbits about the current pre-seen material are highlighted and explored further. Accounting Makes Cents is a biweekly podcast dedicated to CIMA accounting students and those still thinking about it. Episodes will range from providing study tips and resources to brief discussions of CIMA syllabus topics. If you like the show, please hit subscribe to add it to your listening queue and to ensure you do not miss an episode. MJ the tutor would love to hear from you if you have ideas for future episodes. You can reach out by leaving a voice message.  Thanks for tuning in and see you on an Accounting Makes Cents episode soon! Let's connect:Facebook: facebook.com/mjthetutorInstagram: @mjthetutorX: @mjthetutorBlueSky: @mjthetutor.bsky.socialThreads: @mjthetutorYoutube: @mjthetutor

EM CIMA DO LANCE 14-07-25

Em nova projeção da produção de grãos divulgada no dia 10 de julho, a Conab fez uma nova correção positiva para o milho safrinha a ser colhido em 2025. Agora são mais de 104 milhões de toneladas previstas. O que muitos perguntam é se vai sobrar ou faltar o cereal para as negociações internas e externas. Vlamir Brandalizze explica que, ainda que haja aumento na produtividade, fatores como China e Irã recorrendo ao Brasil e aumento do etanol na gasolina devem contribuir para que toda a safra seja negociada.

A produção brasileira de grãos para a safra 2024/25 é estimada em 339,6 milhões de toneladas, um volume recorde que representa aumento de 14,2% ou 42,2 milhões de toneladas frente à colheita do ciclo anterior. O resultado consta do décimo levantamento divulgado no dia 10 de julho pela Companhia Nacional de Abastecimento (Conab). Acompanhe a reportagem de MÔNICA SIMÕES

Hola, Hola!! Estamos de vuelta!Después de tres años de pausa, este espacio vuelve a cobrar vida. En este episodio te comparto un poco sobre qué me llevó a hacer una pausa, cómo ha sido el camino de regreso, y por qué decidí volver ahora.También reflexionamos juntas sobre nuestras metas, deseos auténticos y la importancia de reconectar con lo que realmente queremos experimentar en esta etapa de la vida.Gracias por Ser y por Estar! Este camino se recorre mejor acompañadas. Respira. Vamos despacio, juntas, Hacia la Cima.links:⁠hacialacimapodcast/⁠Unete a la Comunidad: hacialacimapodcast⁠Libro de Marie Forleo (en inglés) : ⁠https://everythingisfigureoutable.com/

There are traders, and then there are investors, and the major difference is that traders focus on short term market tends, while investors seek value with a long-term outlook. Donna and Nathan discuss strategies employed by famed investor Ron Baron, founder of Baron Capital, and how patience and thoughtful analysis guided his companyâs success. Also, on our MoneyTalk Moment in Financial History, we tell the story of how Standard Oil shaped American industry, and sparked the birth of modern antitrust law. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/9/2025; Original Air Dates: 1/4/2023 & 9/7/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Co-Founder, Matt Peck, CFP®, CIMA®, and Investment Analyst, Zach Perkins CFA®, team up to deliver the market update for Q2.  Matt and Zach discuss what's currently going on in the markets — where we've been, where we're headed, and how tariffs and the “Big Beautiful Bill” may impact the economy. They'll also address key questions submitted by our clients. During times of uncertainty, our priority is to keep you informed and help ensure you feel supported every step of the way. If you have any questions or concerns, please don't hesitate to reach out to your advisor. We're always here to help.

EM CIMA DO LANCE 11-07-25

Social Security is the backbone of the US retirement system, but even though it effects nearly every American at some point, it wasn't designed to be easily understood by the majority. Donna and Nathan break down some of the commonly misunderstood provisions of the Social Security system to help you more confidently plan your retirement income. Also on MoneyTalk, why more and more people are planning to claim their Social Security benefits early, and how this could impact the future stability of the system. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/8/2025; Original Air Dates: 7/1/2024 & 4/29/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

EM CIMA DO LANCE 10-07-25

Social Security is a core component of most Americans' retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why it has been so difficult to reform. Also on MoneyTalk, how to determine if the IRMAA will effect your Medicare premium, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/3/2025; Original Air Dates: 4/1/2024 & 7/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

EM CIMA DO LANCE 09-07-25

For over a century, gold wasn't just a symbol of wealth—it was the backbone of the U.S. dollar. From the discovery of gold in California to the creation of the Federal Reserve and the dramatic shift under President Nixon, the gold standard shaped not only how America did business, but how it saw itself on the global stage. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel uncover the myths, the politics, and the economics behind one of the most influential—and controversial—chapters in monetary history: The U.S. Gold Standard. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 7/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

¿Qué conclusiones se pueden sacar de los anuncios? Análisis del economista Luciano Magnífico.

Gelado ou sorvete? E ainda a saga do "queria? já não quer...?"

Inheriting money from your 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: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/1/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!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 âHow to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirementâ, to discuss perspectives from thought leaders on what contributes to a truly successful retirement. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Christine Benz, Morningstar; Air Date: 6/27/2025; Original Air Date: 11/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

New retirees are entering a period of market uncertainty, and with time no longer on their side, the idea of drawing on assets that may be down can be far from ideal. Donna and Nathan discuss ways new retirees can mitigate sequence of return risk in their portfolios. Also on MoneyTalk, the problem with timing the market, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/26/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

P. Teo Brea

The 401(k) savings rate has finally reached 15%, the level experts say is required for the average worker to retire comfortably when they reach retirement age. Donna and Nathan discuss the economic factors, policy changes and product innovations that have contributed to the closing of the retirement savings gap. Also on MoneyTalk, how strategic and tactical investment strategies are used to offset the inability to time the markets, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/24/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Over the years, higher education has meant higher inflation, and although there are various education savings accounts available, their rules and tax treatment can vary. Donna and Nathan discuss the differences between Coverdell education savings accounts and 529s, and some of the strategic ways you can implement them to fit your situation. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel cover the circumstances leading up to the Great Depression. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/25/2025; Original Air Dates: 3/29/2023 & 10/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory.  Emphasized in this episode is the significance of internal CAS practices and the key role coaching plays in assisting firm owners to develop sustainable firms. Rebecca also encourages listeners to think about their goals and desired lifestyle, and how that can be aligned with their career paths. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. 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. Your feedback and comments welcomed at podcast@aicpa-cima.com    

For a young person starting out, receiving rental income from a multi-family home can be a great way to offset the cost of your mortgage, but many are unequipped to navigate the complicated tax rules that govern rental income without the help of a tax professional. Donna and Nathan discuss some specifics around rental property taxes and how to ensure that the IRS and property inspectors don't catch you off guard. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/19/2025; Original Air Date: 2/2/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The 401(k) is the primary retirement savings vehicle for American workers, but it is only one of the option available, and having a good grasp on the rules and limitations of those options is important when developing your retirement savings strategy. Nathan discusses the pros and cons of the 401(k), and how to use it to its full potential. Also on MoneyTalk, how income investing works, and understanding the various credentials held by advisors. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 6/20/2025; Original Air Dates: 5/31/2023, 6/9/2023 & 6/14/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/17/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

A esfera de Buga e recores bizarros do Guiness.

Beyond Worldly Standards: Measuring Life by God's Measure Today's readings urge Christians not to measure their spiritual lives by worldly standards, . . . . . . such as material success or external acts of piety, but instead by the divine standard given by Jesus: “Be perfect as your Heavenly Father is perfect.” The world encourages selective love and reciprocity, but Christ calls His followers to radical love . . . even for enemies . . . and generous self-giving. This perfection is not about being flawless but about striving to love as God loves. The example of the Macedonian churches shows how true generosity flows from first giving oneself to God. Ultimately, the Christian life must be rooted in self-surrender, not in appearances or comparisons. While difficult, this is possible with God's grace. Hear more in this Meditation Media. Listen to Beyond Worldly Standards: Measuring Life by God's Measure ------------------------------------------------------------------ Quote From The Homily And that is the point. Before giving what we have, the most important gift that God can receive is ourselves. The giving of ourselves, and that's what matters most. ------------------------------------------------------------------ God the Father Painting: Italian Painter: Giovanni Battista Cima: 1510-1517 Giovanni Battista Cima, known also as Cima da Conegliano. ------------------------------------------------------------------ Gospel Reading: Matthew 5: 43-48 First Reading: 2 Corinthians 8: 1-9

Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication in maintaining a healthy relationship. Also on MoneyTalk, IRS gifting rules, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/12/2025; Original Air Dates: 10/5/2023 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

This episode is something special—Ray Cima brings you an exclusive live-recorded performance straight from Bombeat, packed with high-energy Melodic-house masterpieces guaranteed to get your heart racing and your feet moving.

You can learn a whole lot about a person just by following their money, so there's a level of vulnerability inherent in the financial planning process that many find it difficult to overcome in the initial stages. Donna and Nathan take us through the steps involved in launching a financial plan, and the liberating effect that financial transparency can bring. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell a story of corruption and bloodshed: the building of the second transcontinental railroad, the Northern Pacific. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/11/2025; Original Air Dates: 2/16/2023 & 10/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes – not just large firms. The discussion also focuses on the key success factors of effective governance improvements and how to embark on making governance changes, even if the process hasn't been perfected. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. 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. Your feedback and comments welcomed at podcast@aicpa-cima.com  

Any reward worth pursuing likely comes with an equal measure of risk, but by taking the time to plan for those potential risks, you can ensure that your journey is a considerably less stressful one. Donna and Nathan discuss how to prepare for some of the risks you will face as you enter retirement. Also on MoneyTalk, the benefits of budgeting, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/10/2025; Original Air Dates: 10/27/2022 & 7/29/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. 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. Your feedback and comments welcomed at podcast@aicpa-cima.com  

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms. Learn more about how firms are embracing non-CPA leadership to drive transformation as they strive for growth and innovation. Part of a special four-part series highlighting governance, this engaging discussion offers insights into the future of accounting leadership. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.  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. Your feedback and comments welcomed at podcast@aicpa-cima.com    

¡QUE RUEDE LA PELOTA!

A empresas Trump Media, responsável pela Truth Social, rede social do presidente Donald Trump,e a plataforma de vídeos Rumble entraram com uma ação contra o ministro Alexandre de Moraes,do STF, em um tribunal federal da Flórida. As companhias acusam o magistrado brasileiro de censura e pedem que ele seja responsabilizado civilmente, com pagamento de "danos compensatórios". Elas classificam decisões de Moraes como “ordens da mordaça” e afirmam que o ministro do STF a Primeira Emenda da Constituição dos EUA ao tentar impor restrições a empresas e cidadãos americanos. Felipe Moura Brasil, 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 Felipe Moura Brasil, 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 

Why This Episode Is a Must-Listen Today's retirees face more uncertainty than ever: market swings, inflation, and the disappearance of traditional pensions. In this episode of Inspired Money, host Andy Wang brings together four of the leading voices in retirement planning for a candid, practical conversation—one that moves beyond “rules of thumb” to reveal actionable ways to create reliable income and lasting peace of mind for your retirement years. If you want clarity in your retirement income plan, ideas to maximize your savings, or strategies for a fulfilling next chapter, this episode is packed with the real-world wisdom you need. A Word From Our Sponsor If you're looking for a standing desk to improve your posture, comfort, and overall work setup, I highly recommend the Ergonofis Sway Desk—it's beautifully designed, incredibly sturdy, and sustainably made. Check it out at my affiliate link: inspiredmoney.fm/standingdesk (I may earn a commission if you make a purchase, at no extra cost to you.) Meet the Expert Panelists Jamie Hopkins, Esq., LLM, MBA, is the Chief Wealth Officer at WSFS Bank and Chief Executive Officer of Bryn Mawr Capital Management. A nationally recognized retirement planning expert, Jamie has dedicated his career to improving financial security for Americans through leadership roles in wealth management, financial education, and nonprofit advocacy. He is the founder and president of the FinServ Foundation, a nonprofit focused on expanding access to financial services careers. With a background in law, finance, and academia, Jamie brings a multidisciplinary approach to helping individuals and institutions build sound retirement income strategies. www.jamiehopkins.com www.bmt.com  Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of "Control Your Retirement Destiny" and "Social Security Sense." Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com  Kerry Hannon is a nationally recognized workplace futurist, personal finance expert, and best-selling author who has spent over three decades guiding Americans—especially midlife professionals and women—through career transitions, entrepreneurship, and retirement planning. Her forthcoming book, Retirement Bites: A Gen X Guide to Securing Your Financial Future—now available for pre-order on Amazon—offers empowering, practical advice to help the overlooked generation take charge of their next chapter with confidence and purpose. https://kerryhannon.com   Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, the "Retirement Answer Man," is a Certified Financial Planner with 27+ years in finance. Author of "Rock Retirement" and founder of the Rock Retirement Club, he's also the voice behind the popular Retirement Answer Man podcast that has over 8 million downloads. https://www.rogerwhitney.com Key Highlights: Retirement Isn't Just About Maximizing Returns—It's About Reliable Income and Peace of Mind Dana Anspach reminds us: “A good retirement plan shouldn't be tied to where that pogo stick is on its trajectory. It's one that focuses on stability of cash flows over time.” The panel discusses why shifting your mindset from maximizing account balances to managing sustainable cash flow is key to peace of mind. Work, Entrepreneurship, and Purpose Play Critical Roles in a Modern Retirement Kerry Hannon points out that working longer—whether through career extension, entrepreneurship, or passion projects—can boost both financial security and life satisfaction. “How can you continue to work longer? It's a dramatic way to give yourself some security in retirement if you can stay working longer.” The episode explores creative ways Gen X and boomers are redefining "retirement." There's No One-Size-Fits-All: Frameworks vs. Rules Roger Whitney insists that “the answer to almost every question...is ‘It depends'.” No single formula fits everyone; a personalized, evolving plan that balances what you want out of life with practical financial strategies is essential. The episode delves into why regular reviews and customized “guardrails” are more important than rigid withdrawal rules. Guardrails, Buckets, and Behavioral Coaching Are More Vital Than Ever Jamie Hopkins and Dana Anspach review popular strategies like bucket and guardrails approaches, emphasizing that tools and behavioral coaching work best when tailored to each retiree's unique needs and anxieties. Jamie also warns about new financial threats: “I think that fraud...is going to become rampant. It's the biggest concern out there...it's a big concern.” Call-to-Action If you've been feeling uncertain about your own retirement income plan, here's your assignment for the week: Take 30 minutes to map out your expected sources of income in retirement—pensions, Social Security, savings, investments—and identify any potential gaps. Just getting it on paper can give you clarity and a starting point to make smarter, more confident decisions.  Thanks for tuning in to Inspired Money. Keep learning, stay intentional, and as always—be inspired to take action.  Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 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 to Podcast & This Week's Action Items 2:32 – The Rise of AI in Investing 4:37 – Market Overview & Investment Strategies 8:31 – Retail Investor Resilience in Market Pullbacks 13:12 – The Impact of the New Retail Investor 16:39 – Investor Temperament & Staying Informed 20:41 – Long-Term Investment Outlook 24:39 – Technological Innovation & Market Trends 29:11 – Exploring International Markets & Nuclear Energy 31:57 – Public Perception of Nuclear Power 35:25 – The Future of Self-Driving Cars 40:32 – Final Thoughts on Change & Innovation Visit www.denverwealthmanagement.com to schedule a free consultation. 

In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group's signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry's go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christine also serves on several professional and community boards including The Community Fund of Darien and the Investments & Wealth Institute, where she is currently Board Chair. She lives in Darien, CT with her husband and two college-age children, and is always up for an adventure — especially if it involves hiking, biking, or discovering great food. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Christine Gaze, CFP(R), CIMA(R) | LinkedIn Investments & Wealth Institute: Posts | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn