Podcasts about emoney

Join Danny, Molly, Zakk and Dave for industry-led opinions on important Bitcoin stories from the week.This week's topics:00:00 - Intro01:16 - Bitcoin price01:30 - Trump tariff talk24:18 - Oklahoma Reserve Bill fails to pass through second committee27:10 - Liz Truss: “Bitcoin is a tool for taking power away from government"33:11 - CheatCode37:00 - Lomond School to accept fees in Bitcoin41:12 - Tether to deploy hashrate on OCEAN43:37 - Bitwise report: Bitcoin held by public companies climbs 18% in Q149:41 - Dear Dave: Can you discuss CoinCorner's changes to eMoney accounts?51:21 - Dear Dave: Will the new eMoney accounts be able to send to third parties?51:45 - Dear Dave: Thought on Mastercard partnering with Kraken?56:11 - Dear Dave: Like and subscribe!Britcoiners is a Bitcoin podcast by CoinCorner (https://www.coincorner.com) - a global leader in Bitcoin and Lightning services.Join our Telegram:https://t.me/britcoinersFollow Britcoiners on X:https://x.com/britcoinersFollow CoinCorner on X:https://x.com/coincorner#coincorner #britcoiners #bitcoin #bitcoinpodcast #bitcoinnews

Nel già affollato scenario degli strumenti di pagamento, ci sono tre novità (pur in fasi molto diverse di sviluppo) che si candidano a un ruolo da protagonista: il bonifico istantaneo, l'Euro digitale e gli e-money token (EMT), cioè Stablecoin ancorate a valute fiat. Abbiamo chiesto all'avvocato Andrea Pantaleo, dello studio legale DLA Piper, quale strumento abbia il maggior potenziale. E lui non ha dubbi: è l'e-money token.

Key takeaways from today's episode include:The seven essential factors advisors should consider when evaluating CRM platforms.Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms.How Salesforce offers unmatched customization, automation, and AI-driven insights.The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black Diamond, and Orion.Real-world examples of how the right CRM strategy can improve efficiency, compliance, and client service.Frank and Sue pull back the curtain on the role of CRM in building a successful advisory business, sharing practical insights that can help firms of all sizes optimize their operations. Whether you're considering a new CRM, looking to maximize your current system, or just want to future-proof your tech stack, this episode is a must-listen.Tune in now to discover which CRM solution is the best fit for your practice!

In our March 2025 Community Chat, and with members of the Caribbean tech community, Tariq Mohammed, a PhD candidate and the Chair of the Caribbean ICT Youth Network who is based in Trinidad and Tobago, and Chad Fraser, the Founder and CEO of Sonover, headquartered in Grenada, the panel discusses the following three topics:   *  how Caribbean businesses can leverage technology to compete in a global economy;   *  fostering youth development and inclusion in ICTs in the Caribbean; and   *  is e-money a solution in search of a problem?   The episode, show notes and links to some of the things mentioned during the episode can be found on the ICT Pulse Podcast Page (www.ict-pulse.com/category/podcast/)       Enjoyed the episode?  Do rate the show and leave us a review!       Also, connect with us on: Facebook – https://www.facebook.com/ICTPulse/   Instagram –  https://www.instagram.com/ictpulse/   Twitter –  https://twitter.com/ICTPulse   LinkedIn –  https://www.linkedin.com/company/3745954/admin/   Join our mailing list: http://eepurl.com/qnUtj    Music credit: The Last Word (Oui Ma Chérie), by Andy Narrell Podcast editing support:  Mayra Bonilla Lopez ----------------

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What's unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standardized experience while retaining the flexibility to customize each client's financial plan, prioritizing their unique needs and goals. Listen in as Michelle shares her 5-part planning process, beginning with a “Get to Know You” meeting that incorporates Life Planning exercises to uncover client priorities and ensure a mutual fit, followed by a tech-enabled “Uncluttering” process to streamline document collection and onboarding. She explains how her “Intrinsic Discovery” and “Discovering Opportunities” meetings prioritize key planning areas, avoiding overwhelm for busy working-age clients, while tools like eMoney's Decision Center and Hubly workflow management software support efficient plan implementation. Michelle also discusses her combined flat planning and AUM-based fee structure that allows her to serve high-earning professionals and hedge fund veterans, and how launching her financial planning business brought her a renewed sense of purpose after stepping away from managing a hedge fund. For show notes and more visit: https://www.kitces.com/420

Episode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument's innovative approach to financial advising, and the firm's commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument's podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors.  In this episode: (00:00) - Intro (01:50) - Jessica's Money Moment (02:15) - Transition to financial planning (06:25) - Joining Monument Wealth Management (08:23) - Jessica's critique of the financial industry (11:33) - How Monument uses podcasting (15:20) - What makes Monument stand out (23:04) - Gender equality and the future of financial planning (27:24) - Monument's culture and work-life balance (30:20) - Leveraging technology (33:32) - Milemarker Minute Key Takeaways Align Your Wealth with Your Values: Wealth isn't just about accumulating assets; it's about aligning your financial resources with your life's purpose. Whether it's charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact. Tailor Your Communication to Build Stronger Relationships: Effective financial planning goes beyond technical expertise; it's about understanding your clients' unique needs. Whether they prefer detailed analysis or a bottom-line summary, adapting your communication style builds trust and long-term relationships. Embrace Collaboration for Better Client Outcomes: A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management's ensemble model showcases the power of collaboration in financial planning. Quotes “Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ Jessica Gibbs ”This is a subject matter that I've always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual fund. I talked to my friends about like, hey, do you have an investment account?” ~ Jessica Gibbs “Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ Jessica Gibbs Links  Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/  Monument Wealth Management: https://monumentwealthmanagement.com/  Off the Wall podcast: https://monumentwealthmanagement.com/resources/?type=podcast   Brookings: https://www.brookings.edu/ Georgetown School of Continuing Studies: https://scs.georgetown.edu/ Dave Armstrong: https://www.linkedin.com/in/davidbarmstrong/ eMoney: https://emoneyadvisor.com/ G2 Leadership Institute: https://ensemblepractice.com/services/g2-leadership-institute/ Dean Catino: https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/ Greater DC Diaper Bank: https://greaterdcdiaperbank.org/  Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Join Danny, Molly, Zakk and Dave for industry-led opinions on important Bitcoin stories from the week. This week's topics: 00:00 - Intro 01:57 - Bitcoin price 03:25 - Michael Saylor on CNBC and DDTG 07:44 - Bitcoin purchases that haunt us 12:09 - Putin says nobody can ban Bitcoin 14:05 - Eric Trump at Bitcoin MENA 20:24 - Max Keiser and Stacy Herbert 23:06 - Pump.fun restricts access to UK users 24:02 - Haliey Welch (AKA Hawk Tuah Girl) rug pulls her fans 25:41 - Should memecoins be regulated under gambling 28:56 - Fartcoin 31:22 - El Salvador to alter Bitcoin laws to accept IMF loan 36:06 - President of El Salvador Nayib Bulele retweets Danny 38:23 - Amazon shareholders call for Bitcoin after Microsoft shareholders vote no 42:55 - Dogecoin flaw exploited by hacker, crashes 69% of nodes 44:52 - Google's Willow quantum chip vs Bitcoin 51:24 - John Carvalho's proposal to get rid of Sats 55:31 - Dear Dave: Anchor Watch and Lloyds of London partnership 57:34 - Dear Dave: Is Lloyd's Bank's 'Link Pay' using Lightning? 1:03:35 - Dear Dave: Any news on CoinCorner's eMoney cards? 1:03:53 - Dear Dave: Do CoinCorner signups follow the Bitcoin price chart? Britcoiners is a Bitcoin podcast by CoinCorner (https://www.coincorner.com) - a global leader in Bitcoin and Lightning services. Join our Telegram: https://t.me/britcoiners Follow Britcoiners on X: https://x.com/britcoiners Follow CoinCorner on X: https://x.com/coincorner

We're on a mission to make you and your money smarter, with daily briefs delivered to you in just one minute. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for further updates. Our episodes are written and edited by Helen Okechukwu. Proofread by the BonsaiMoney Team. Our executive producer is Carol Akiwumi. We'd like to thank our funders for their generous support, which makes the series possible. _______________________ This podcast is for general informational purposes only, does not address your particular requirements and situation, and does not constitute any form of financial or investment advice or recommendation. Seek professional financial advice before making any such decision.

We're on a mission to make you and your money smarter, with daily briefs delivered to you in just one minute. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for further updates. Our episodes are written and edited by Helen Okechukwu. Proofread by the BonsaiMoney Team. Our executive producer is Carol Akiwumi. We'd like to thank our funders for their generous support, which makes the series possible. _______________________ This podcast is for general informational purposes only, does not address your particular requirements and situation, and does not constitute any form of financial or investment advice or recommendation. Seek professional financial advice before making any such decision.

Susan McKenna, CEO of eMoney, explores the fintech firm's evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney's tools foster client conversations and enhance experiences, shares insights on the future, and more.

Show Notes:We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning technology. They also explored the evolving role of technology in their industry, the importance of financial education, and the future of the financial industry. Lastly, they discussed the potential of technology to enhance the quality of advice and drive innovation, and the need for clearer definitions among financial advisors, fiduciaries, and certified financial planners.E-Money Financial Planning Software EvolutionJosh and Connor discussed their experiences with e-money, a financial planning software. Connor, the Director of Financial Planning at e-money, shared his journey from a finance undergrad to his current role, highlighting his focus on financial planning technology and best practices. He noted the significant evolution of the software, particularly in collaborative planning and client experience, with a shift towards more personalized, interactive, and adaptable financial planning. Josh, a 25-year industry veteran, agreed with Connor's observations, emphasizing the importance of ongoing financial planning rather than a static plan.AI's Impact on Financial Planning TechnologyConnor and Josh discussed the impact of AI on financial planning technology. Connor highlighted the potential of AI in automating administrative tasks and building efficiencies into financial planning engagements. He also mentioned the development of a rules engine to suggest topics or techniques for advisors to discuss with their clients. Josh inquired about the integration of AI into client communication and documentation, to which Connor responded that while AI is already being used in these areas, its application in personalized planning engagements is still being explored. They both agreed that AI will continue to shape the future of financial planning technology, with potential applications in autonomous planning and client-led planning. Connor also stressed the importance of data cleanliness for effective AI models, estimating it may take 18 to 36 months for technology to adapt. The team agreed to send the final product to Vito for distribution to the team and discussed the expected timeline for AI adaptation and potential impact on the industry.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com

Connor Sung helps eMoney clients build more successful practices and deepen client relationships. He leads an exceptional team of financial professionals who help clients transform their technology platform and financial planning processes to increase efficiency, drive growth, and create planning-led user experiences. He oversees eMoney's financial wellness strategy, as well as internal and external financial education programs aimed at providing financial peace of mind for all. Connor has held various roles at eMoney since joining in 2013, contributing to more than 10 years of technology, practice management, and planning experience. He co-hosts eMoney's Heart of Advice Podcast, which helps financial advisors elevate their financial planning processes and strengthen client relationships. Connor earned a bachelor's degree from James Madison University and earned his CFP® designation in 2016. Connor loves spending time with his family, and friends in Philadelphia and enjoys staying active by golfing, snowboarding, playing hockey, and playing with his goldendoodle, Nala. Listen to this insightful RIA episode with Connor Sung about revolutionizing financial planning. Here is what to expect on this week's show: - How eMoney differentiates itself with a strong focus on client services and practice management support. - Why eMoney promotes a macro view in financial planning. - How eMoney continually innovates and evolves its platform to remain a leader in financial planning technology. - Why more advisors should explore eMoney's Decision Center and Client Portal. - How identifying growth opportunities and building efficiencies translates into meaningful outcomes for adivors and their clients. Connect with Connor: Links Mentioned: emoneyadvisor.com X @eMoneyAdvisor Facebook facebook.com/eMoneyAdvisor LinkedIn linkedin.com/company/emoney-advisor Learn more about your ad choices. Visit megaphone.fm/adchoices

An ancient guest reappears to discuss his experience with another all-time-great game Tetris. Much like his last visit to the podcast, there is plenty of chaos.

Describing how we interpret the cash flow report in eMoney to determine if a plan is “successful” Mark Zoril Episode: #29 Podcast Date: 7/22/2024

This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning.

Send us a Text Message.Linking the Travel Industry is a business travel podcast where we review the top travel industry stories that are posted on LinkedIn by LinkedIn members.  We curate the top posts and discuss with them with travel industry veterans in a live session with audience members.  You can join the live recording session by visiting BusinessTravel360.comYour Hosts are Riaan van Schoor, Ann Cederhall and Aash Shravah.Stories covered on this session include - Emirates announced a new airport for Dubai (which will be the world's biggest) being planned to accommodate up to 260m pax per year. This will eventually mean the closure of the current DXB airport.The European Commission is concerned about International Airlines Group (IAG)'s proposed acquisition of Air Europa.The same commission is also investigating 20 European airlines for potential greenwashing and telling them to bring their messaging in line with EU consumer law within 30 days or substantiate their claims based on sound scientific evidence. Sad news from Australia - the recently launched airline Bonza stopped operating whilst assessing a way to survive, which seems unlikely.This left a lot of passengers stranded, but Jetstar Airways and Qantas stepped in and offered free flights to those, where there is space available. Staying down under, Qantas app users reported seeing other people's boarding passes and information within the app.Airsiders reported this week of their success in implementing an industry first virtual interline check-through solution at Düsseldorf Airport. Hays Travel in the UK acquires all 19 branches of Miles Morgan Travel. Outpayce from Amadeus has received an eMoney institution license from the Bank of Spain, which gives it a regulatory greenlight to begin issuing virtual cards. Extra StoriesYou can subscribe to this podcast by searching 'BusinessTravel360' on Google Podcast, Apple Podcast, iHeart, Pandora, Spotify, Alexa or your favorite podcast player.This podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the Show.

Crypto Town Hall is a daily X Spaces hosted by Scott Melker, Ran Neuner & Mario Nawfal. Every day we discuss the latest news in crypto and bring the biggest names in the space to share their insight. ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. USE CODE ‘2MONTHSOFF' WHEN VISITING MY LINK. 

This episode Emoney & Carmen dig in on the Diddy raid, What is going on in Haiti, TikTok ban, Reactions and more.

In episode 88 of The Payments Show Podcast, I spoke to Megan Oxman who is SVP of Product and Experience at Paysafe.  Paysafe offers capabilities in payment processing, digital wallets, and online cash solutions.VIDEO and PDF Transcript: - click here https://thepaymentsshow.substack.com/p/88 Summary of topics discussed:(00:29) - Start(00:56) - Paysafe Overview(01:57) - Stats: The Importance of Offering Diverse Payment Options(03:04) - Exploring PaySafe's Digital Wallets and eCash Solutions(04:56) - The Global Reach of PaySafe's Payment Methods(05:33) - Enhancing Sales Conversion with Diverse Payment Systems(07:24) - Merchant Engagement and Solutions with PaySafe(09:08) - The Evolution of PaySafe's Offerings and Customer Focus(11:23) - Innovations in PaySafe's Product Line(12:58) - The Impact of User Experience (UX) on Payment Solutions(14:20) - The Role of UX Design in Payment Platforms(15:30) - Addressing Fraud and Security in Payment Solutions(18:59) - Understanding PaySafe's Brand Ecosystem(19:51) - The Advantages of PaySafe's Digital Wallet for Merchants(26:07) - Future Predictions and Trends in the Payment Space(26:29) - Frictionless, Intuitive Journeys(27:13) - Consumers Trusting Fewer Providers(27:42) - Growth of Cash(30:26) - CloseDetails:- Recorded on 18 Mar 2024- Host: Satwant Phull- Guest: Megan Oxman, SVP of Product and Experience, Paysafe[Next Steps]- Get in touch with Satwant: digitalmoneylab.com - Paysafe: paysafe.com | @Paysafe

In this episode, Rory and Julie speak with Dr. Emily Koochel, the Head of Financial Wellness at eMoney. Listen as they discuss how to help clients use intrinsic motivation to increase the likelihood of success in reaching their goals. Discover ways to use solution-focused therapy to help clients identify their strengths andovercome new challenges. Learn more about eMoney's latest study on financial psychology actions and the top 5 most impactful for clients. Find out about the latest in the evolving world of financial planning and psychology with tips on increasing client engagement and well-being. Curious about how to initiate meaningful financial wellness conversations? Interested in understanding the link between personal well-being and financial health? Tune in for enlightening insights with Financial Psychology Thought Leader Dr. Emily Koochel!

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need. These advancements on both the tech and human sides of financial advice are improving the client experience and coaching folks towards better financial outcomes. On today's show, Connor Sung discusses how platforms like eMoney are evolving to support more nuanced and individualized planning conversations and redefining what "success" means for clients.

The lovely ATM.XO is an award-winning artist & incredible cheesecake chef, and she slid through with EDUB.EMONEY (check out episode 178 for all his sh*t). Black Thanksgivings, colonoscopies, sleep tips, etc it's all here. BONUS EPISODES EVERY WEEK ON PATREON: https://www.patreon.com/DOMEwithbamfomania ATM.XO - https://linktr.ee/atm.xo IG:@_atm.xo_ EDUB.EMONEY - https://www.youtube.com/@edub.emoney https://open.spotify.com/artist/2L4lBAem65v96IwtLxMvo5 IG: @edub.emoney

The Bermuda Triangle has always had its grapple hold of most peoples curiosity. But how legit are the stories and tales that come from it? What powers that section of ocean to cause such mass casualties? Lets dive deep and always remember, Keep that third eye open!20% OFF at Cristy's Shop---> Awakeningsofbatonrouge.com (PromoCode: Cult20)Rife Machine 10% off!---> https://rifemachine.myshopify.com/?rfsn=7689156.6a9b5cTo inquire about a Past life regression session, email us---> cultofconspiracypodcast@yahoo.comTo find the Meta Mysteries Podcast---> https://open.spotify.com/show/6IshwF6qc2iuqz3WTPz9Wv?si=3a32c8f730b34e79For an A+ Travel Agent, contact Allyn at-- https://www.yourmagicaldestinations.com/allyn.htmlSign up for our Patreon go to-> Patreon.com/cultofconspiracypodcastTo Sign up for our Rokfin go to -->Rokfin.com/cultofconspiracy--->For all of your Cult of Conspiracy needs! Including discounts to Adam&Eve & MERCH! Go to -> https://linktr.ee/cultofconspiracyThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5700337/advertisement

With an innovative approach to financial planning and a commitment to providing clients with a holistic and interactive experience, Edmond's journey is legendary. The genesis of his brainchild, eMoney, unveils a story of innovation, inspiration, and perseverance, illustrating how a groundbreaking idea can transform into a pioneering company. His journey from concept to industry-altering reality illuminates the boundless possibilities at the intersection of financial expertise and technological acumen. In this episode, Jack talks with one of the legends in wealthtech, Edmond Walters, Founder and CEO at VillanovaTech. VillanovaTech is a next-generation financial planning experience for financial advisors to use alongside their clients. Edmond was the CEO and Founder of eMoney Advisors, going back to when financial planning tools took off as a crucial and critical driver in helping advisors help their clients make better decisions using the most up-to-date financial planning, guidance, and technology tools. InvestmentNews recently recognized Edmond as one of the "20 People Who Helped Shape the Financial Planning Industry."  Known for his innovative approach to financial planning and focus on delivering a holistic and interactive client experience, Edmond shares with Jack how the idea for eMoney came about and how he built the company from the ground up. He also talks about the evolution of the wealth management industry and how his innovations revolutionized financial planning. He emphasizes the importance of the advisor-client relationship and the role of technology in enhancing that relationship. Key Takeaways [01:24] - The origins of eMoney Advisor. [06:00] - How eMoney has evolved to provide clients with a holistic service. [09:30] - What the eMoney Client Vault is all about. [11:48] - Edmond's philosophy on financial planning [14:05] - Edmond's current work in advanced planning tools and interactive experiences. [19:28] - Other projects Edmund is working on, including retirement and trust tools. [21:04] - The work that Edmond is most proud of. [22:52] - The things Edmond enjoys doing outside of work. Quotes [05:08] - "The advisor is the catalyst in the relationship and also the person that keeps you from making bad decisions. In bad markets, they're underpaid, and in good markets, they may be perceived as overpaid, but they're crucial in the relationship." ~ Edmond Walters [10:54] - "Planning is about the experience you're delivering. It's not about the calculators. That's why it should never be a giveaway. The way the client interfaces with the advisor is the battleground, not the calculator." ~ Edmond Walters [21:56] - "The thing I am most proud of is how many of the people that were with me at eMoney are so successful now at other companies. They were just kids when I hired them." ~ Edmond Walters Links  Edmond Walters on LinkedIn Edmond Walters on Twitter eMoney Advisor Fidelity Investments MoneyGuidePro MoneyGuide Wealth Studios Envestnet Ascendant Financial Connect with our host LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Aye Man…This week's episode the world renowned artist E Money stops through to kick it with the squad! The crew gets into all of E Money's accomplishments, and future projects! The crew also gets into Charleston White's upcoming boxing match and they talk the greatness of Deon “Prime Time” Sanders! The team gives their reviews on the 2018 classic album “Tana Talk 3” by Benny The Butcher! Say Man… enjoy the show!

It can be nerve-racking to leave a company you built, sell it off and start something new, but the experiences you gained from past careers can help you along your entrepreneurial journey. In this episode, Mark Dorman speaks with Edmond Walters, Founder and CEO of VillanovaTech, LLC, about his journey as an entrepreneur. From building … Read More Read More

S4-E30, Ever tried a strawberry cheesecake sour ale or a chocolate peanut butter stout? Well, we did, and we're excited to share our tasting experiences of these unique beers from Weldworks Brewing Company and the Brew Kettle. As beer enthusiasts, we're also gearing up for the upcoming pumpkin beer season. Trust us, it's not as easy as it sounds to find a pumpkin beer that isn't too sweet. To spice things up, we share a hilarious encounter with a German friend completely oblivious to the joy of pumpkin beer and pumpkin pie.Now, switching gears from our beer adventures, we also touch upon our recent DIY projects. You've got to hear about our attempts at house renovations and trying to build outdoor kitchens. And guess what? We have Ethan with us on this episode, giving us his insights on these home improvement endeavors and of course, the beers we've been sampling. Oh, and in the midst of these chats, we find ourselves debating which sports are best suited for the winter and summer Olympics. You wouldn't want to miss our fantasy of inventing a new ice-based sport.As if beer tasting and DIY projects aren't enough excitement, we bring you a fun trivia session. We'll challenge your knowledge about the seven wonders of the ancient world, Disneyland's The Lion King, and even the measurement of humidity. Lastly, we circle back to give a verdict on the chocolate peanut butter stout. Will it be a keeper or a pourer? Join us for this jam-packed episode, where we serve you a brew of engaging conversations about beers, DIY projects, the Olympics, and a generous sprinkle of trivia questions. Cheers!www.anotherreasontodrink.com

The CEO of MVend, Bobson Rugambwa returns for our Meet The CEO series. MVend Limited recently received an E-Money issuer and remittances license from the National Bank of Rwanda (NBR), granting it the ability to offer digital wallets and mobile financial services.

After a well deserved month off the gang is back. We're talking about all the shit you guys have already heard about. Titanic subs, Drake and the Dogs, Gunna and Thugga. Recaping the Finals and the draft. Burdie tells us how much they are laughing in our faces. Cruzzer talks passionately about King Krule. E-Money introduces us to some new artist and tells us what is really up with the Idol.

Business Over Breakfast Money Mindset 2023 In todays episode we discuss "Money Mindset 2023" Members of the Business over Breakfast Family come together from various backgrounds and expertise. We also give resources, tips, and strategies to develop your action plan for success. Members Include: Byron Holman, Brian Iregbu, Keith (Ditty) Everett, Milton Hill, O'Neal Parker, Brandon Narain, Co-Host: Ashlye V. Wilkerson, Deon "Dallas" Britton --- Send in a voice message: https://podcasters.spotify.com/pod/show/nostingyenergypodcast/message

BIO: As an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres's mission is to continuously enhance the investing experience for both advisers and investors through innovative technology.STORY: Larry tried to create a hedge fund, 50% tied to digital gold and 50% tied to the top five cryptocurrencies but faced so many setbacks in the process. He spent too much time and money on this venture, which never paid off.LEARNING: Don't try to build an investment product around an unregulated industry. Don't invest in what you don't know. “If you don't know anything about private equity, derivatives, or options, don't do it. First, learn how it works and then look to invest in it.”Larry Shumbres Guest profileAs an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres's mission is to continuously enhance the investing experience for both advisers and investors through innovative technology. He is recognized as an industry expert and has over 20 years of fintech experience with companies such as Charles Schwab, Morningstar, and New York Life Investments.Most recently, Larry founded, built, and exited Totum Risk, a leading risk tolerance platform for the financial industry, through its acquisition by TIFIN. Before Totum, Larry built SmartVision by eVestment, which was later acquired by Nasdaq. He also led the sales team at eMoney before its acquisition by Fidelity.Worst investment everIn 2017, Larry had the idea of building a hedge fund, 50% tied to digital gold and 50% to the top five cryptocurrencies based on market cap. He put a lot of time and money into it. Larry had another business partner that was also putting time and money into it. He even had some friends and family money tied into this venture.Larry completed the private placement memorandum (PPM) to enable him to sell the product and have investors review it. Larry faced a couple of problems during this whole process. One, he didn't have a track record. Two, he couldn't sell the product in the United States. Three, it was impossible to distribute the product in other countries that had their own rules and regulations.So after spending a lot of money on attorneys, consultants, rules and regulations, and licenses, it got to the point where it wasn't worth it. So Larry shut it down and lost the money.Lessons learnedDon't try to build an investment product or tool around an unregulated industry.Anything that the SEC hasn't approved is a big risk.Andrew's takeawaysRevenue is everything. As a startup, your number one goal is to get your revenue up as fast as possible.Actionable adviceWhether you're an entrepreneur or an investor, investing in what you know and what is regulated is wise.Larry's recommendationsTo review any investments, Larry recommends going to large financial institutions like Schwab, Fidelity, Vanguard, JPMorgan, Chase, etc. Such institutions have a plethora of information to help you learn about investments. But more importantly, if you don't have a passion for investments, Larry recommends partnering with a financial advisor to...

Integrative financial planning is a huge part of Christian Financial Advisors through primarily a tool called eMoney. We try to make your investment and financial planning as easy as possible through online tools that are easily accessible 24/7. So, what exactly makes eMoney so great? Bob and Shawn go step by step through an eMoney profile to break down exactly how the program is used and how Christian Financial Advisors uses this platform to create and show clients a financial plan. Whether you are planning on saving college money for kids and grandkids, or you just need a place to start with creating retirement funds, integrative financial planning is a great place to start. We are here to help clear up any confusion or questions surrounding this process!

Cruzzer, Burdie, and McMuffin are back to tell you why we've been missing this month. To put it simply we've been chillin'. We catch up on everything we've so far: SuperBowl, Rihanna, NBA Trades, and life itself. Plus somehow we end up having a discussion about wrestling. Buride puts to rest that conspiracy theories dont exist, everthing that is happening is actually factual! Cruzzer and E-Money review Antman: Quantimania, plus much much more. Thanks for sticking with us......we're humans too.

I don't drink much any more but I think I will keep this series going! We will bring E Money in on this in the future because our drunken conversations are epic! --- Send in a voice message: https://anchor.fm/theplayaspodcast/message Support this podcast: https://anchor.fm/theplayaspodcast/support

Christine Crise is a Master Certified Confidence Coach. She helps heart-centered individuals develop strong self-confidence so that they can consistently and authentically achieve success and freedom doing what they love.  She is also the Author of the Best Seller, Break the Cycle with Your Mother: Best practices When Your Past Stands in the Way of Your Success.  EMAIL:christine@newbranchlifecoaching.com FACEBOOK GROUP:https://www.facebook.com/groups/selfesteemtruthsSCHEDULE A FREE SESSION:https://newbranchlifecoach.clientsecure.me/Book: Break the Cycle with your Motherhttps://www.amazon.com/Break-Cycle-Your-Mother-Practices/dp/B09CDLKSKT/ref=sr_1_1?crid=I5PU1QZBUNQM&keywords=break+the+cycle+with+your+mother&qid=1648468267&s=books&sprefix=break+the+cycle+with+your+mother%2Cstripbooks%2C75&sr=1-1

Host Abbie Knights, interviews celebrity stylist, EMoney. They'll be discussing his journey in fashion and upcoming plans for 2023. TAKS x The Hype Magazine | The Abbie Knights Show | TAKS - Pronounced "TALKS" "The Best Weekend Party Show in the City"! To watch video episodes go to: www.Youtube.com/AbbieKnights

In the latest Consumer Duty podcast episode, Principal Associate Ruth Fairhurst and Partner Claire Carroll discuss an update on payments and e-money including the diversity of the sector, distribution chains and contractual relationships and specific issues which firms in the payments and e-money sector are likely to encounter.

This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!Show Notes:1:36 Why AFCPE and the AFC®?6:05 What is eMoney?7:33 Into Sasha's work with eMoney9:26 How the CFP and AFC complement each other11:46 Financial planning firms & the ever-changing landscape16:07 More into referral partnerships and the AFC21:41 Sasha's advice for connecting to audiences as a podcaster23:22 Sasha's final 2 centsShow Note Links:eMoney AdvisorApple Seed ProgramConnect with Sasha on LinkedIn Heart of Advice blogAFCPE® | Become a Member, Sign up for an Essentials Course, or Get Certified today!

Rap Artist EMoney_ 3600 & Lul Merio  ,Stops by the Smoking with JoeThunder podcast and chop it up about new music Official sponsor    bgood dispensary. 

On this episode, the fellas are without Terrance as he experimented with a blue ch..... nevermind..... Yogi, Parlay Paul, and E-Money sit down and discuss panhandlers and if they help out.. why or why not? Are you above snitching? What if it made you money? Eagles finally lose a game, how does Yogi feel about it? NBA is in full swing and who are the front runners for MVP. Movies, Music or lack there of, shows and more!!! Tune in and don't forget to like, sub, and share!! @yogi_swift_customs @jamboy75 @paulphx1 @Ojs_Other_Gloves D@just__terrance @azxsil3nt 4wisemenpodcast@gmail.com Twitter - @4wisemenpodcast IG - 4wisemenpod Facebook - TheFour Wisemen patreon.com/4WiseMenPod --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/4-wisemen-pod/message Support this podcast: https://anchor.fm/4-wisemen-pod/support

People tend to get caught up in numbers when planning their finances and lose sight of what's important. However, the goal of true wealth management is not just to have a plan but to have one based on values, priorities, and goals. It's about aligning your money with your values so that your finances reflect what's important to you. In this episode, Steve talks with Michael Thompson. Michael is the Senior Wealth Advisor at Copper Leaf Financial with more than 25 years of experience helping clients achieve their financial goals. Also serving as a partner at Copper Leaf Financial, Michael is the steward and director of the planning process, driving strategy, bringing together expertise, and delivering true, comprehensive planning and wealth management. Michael's areas of expertise are evidence-based and sustainable investing, retiree transitions, and complex estate and philanthropic planning.  Michael talks with Steve about how he partnered with a 35-year-old CPA firm to help them take the next step in helping their clients get what they call true wealth management, their planning process, and how his past career prepared him to take on the challenge of launching Copper Leaf Financial to reach the success they've had to date.   Key Takeaways [01:42] - An overview of how Copper Leaf Financial serves its clients.  [03:32] - The reasons behind Copper Leaf Financial's founding. [07:35] - What made Michael the right person to launch Copper Leaf Financial. [13:20] - What true wealth management means. [15:02] - The challenges of partnering with an already successful accounting firm. [18:34] - What it's like to be a CPA and wealth manager. [20:21] - How Michael and his team run their CPA and wealth management firm. [22:49] - What the deliverables of a CPA and financial planning firm look like. [26:09] - How Michael integrated eMoney and MoneyGuidePro into their business process. [27:25] - Copper Leaf Financial's onboarding process. [33:24] - How Michael stays on top of the wealth management industry.   Quotes [08:26] - "I grew up in a world where financial planning is all about not just having a plan but implementing and managing that plan through time." ~ Michael Thompson [14:15] - "True wealth management is about aligning the money to live the life people want and helping them achieve that level of fulfillment and contentment." ~ Michael Thompson [29:52] - "We never get pushback anymore. I always tell people that if there's a pushback, it's in our brain or the advisor's brain and not the client's brain. If we tell clients the reason we charge, that makes sense for clients and certainly makes sense for us." ~ Michael Thompson   Links  Michael Thompson on LinkedIn Copper Leaf Financial John Davis Bret Hodgdon Davis & Hodgdon CPAs Brian Portnoy MoneyGuidePro eMoney Advisor   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professionals based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

Hey, hey! Today, we have a SPECIAL episode - my very first guest

Special Thanks:Historic steakhouse in Northeast Minneapolis. Serving steaks not trends. http://jaxcafe.com/Regenerative & functional medicine/pain solutions/orthopedic specialist: https://rejuvmedical.com/Twin Cities #1 Roofing and Siding company: https://www.nmcexteriors.com/Emmett Johnson: "eMoney"- son of 1st generation Liberian parents- 2021 Mr. Football Minnesota- Finished senior year with over 2,500yds rushing; 42 TD's. 85 Tackles. 13 TFL's- High school career: almost 5,000yds rushing; 130 tackles- Also a basketball and track & field standout for Academy of Holy Angels- Twitter: https://twitter.com/EmmettJohnson_?s=20&t=Chu3uhNf_6Chc0duSWj03g- Instagram: https://www.instagram.com/emmettj_/

More Sports News and Stock trades with E-Money himself

We have heard his name come up quite a few times from former guests who grew up playing ball in Southern California. Erron Maxey is in the House! We are honored to have E-Money on the show to learn about his experiences in hoops and to also educate ourselves and our listeners about topics that are bigger than basketball. This one ranks high as one of our favorites!Maxey grew up during a special era of basketball. The Riverside County Player of the Year went on to play his college hoops at Providence University. At 6'6 he was asked to play a lot at the center position for the Friars where he battled every single night in the Big East Conference. He went on to have great success overseas where he is a 2x NZNBL Champion, NBL Best Sixth Man Award, and was also the Nike Battlegrounds King. Maxey shares great stories about growing up in Anaheim, ABCD & Nike Camp, Providence, Nike Battlegrounds, Wild Ball, his experiences overseas, Jermaine Barnes, Keith Closs, Lamond Murray, his journey with Crohn's disease, TBT, and MUCH more.BIG thanks to Erron Maxey for taking the time to hang out with us. We had a lot of fun with this conversation and it went way deeper than just basketball. We are huge supporters of the TBT and the Redeem Team so it was awesome to be able to have a key member from the squad join us today. Be sure to go support the team and all of the amazing causes that they play for. Forever grateful for the experience!Thank you Erron Maxey!You can find this episode on Apple, Spotify or any source for podcasts.Follow us on social media for news, updates and highlight reels!Facebook - https://www.facebook.com/notin.myhouse.79Instagram- @Not_in_my_house_podcastTwitter - @NOTINMYHOUSEpc