Podcasts about Finance

Academic discipline studying businesses and investments

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    Best podcasts about Finance

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    Latest podcast episodes about Finance

    White Coat Investor Podcast
    MtoM #252: Psych Resident Maxes Out Spousal and Personal IRAs and Finance 101: Boosting Your Income

    White Coat Investor Podcast

    Play Episode Listen Later Dec 8, 2025 24:22


    Today we are talking with a psych resident who has maxed out his personal and spousal IRAs for two years in a row. He found a lucrative moonlighting gig that has helped increase his income. His secret to success is getting educated early so you can get off on the right foot. He shows that you can start building your wealth long before you have reached your max income. After the interview we talking about boosting your income for Finance 101. As a white coat, you have valuable knowledge. Various companies want that knowledge. And they're willing to pay you for it! That's why we've put together a list of recommendations for companies that pay you to take surveys. If you're looking for a profitable side gig for not too much effort, getting paid for surveys could be the perfect solution for you. You can make extra money, start a solo 401(k), and use your medical knowledge to impact new products. One of the WCI columnists makes an extra $30,000 a year just doing these surveys. Sign up today and use a fraction of your downtime to make extra cash! Go to whitecoatinvestor.com/MDSurveys The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones  Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 MtoM Podcast #252 03:05 Psych Resident Maxes Out Spousal and Personal IRAs 15:30 Advice For Others 18:20 Boosting Your Income as a Doctor

    The Table with Anthony ONeal
    If I started Investing In 2026- This is Exactly What I Would Do

    The Table with Anthony ONeal

    Play Episode Listen Later Dec 8, 2025 23:11 Transcription Available


    If I started Investing In 2026- This is Exactly What I Would DoStart Investing Today: https://www.anthonyoneal.com/investABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.

    SharkPreneur
    Episode 1222: From Boardroom to Cell Block and Back with Jeff Martinovich

    SharkPreneur

    Play Episode Listen Later Dec 8, 2025 21:07


    What happens when doing the right thing costs you everything and teaches you more than success ever could? In this episode of Sharkpreneur, Seth Greene interviews Jeff Martinovich, Author of When Not If: A CEO's Guide to Overcoming Adversity, who shares his astonishing journey from the boardroom to federal prison and back. Wrongly targeted during the 2008 financial crisis, Jeff refused three plea deals on principle and paid a heavy price. His story of resilience, redemption, and reinvention reveals hard-won lessons about leadership, integrity, and rebuilding after unimaginable loss. Key Takeaways: → The cultural principles and “A-player” mindset that fueled his firm's explosive growth. → What really happened when regulators came for smaller financial firms after 2008. → The meaning behind When Not If—why every leader must prepare for crisis before it strikes. → How a childhood fascination with investing led to a billion-dollar wealth-management empire. → How helping others in the prison law library became his unlikely path to freedom. Jeff Martinovich earned his B.S. in Business Management from the United States Air Force Academy and his MBA in Finance from The College of William and Mary. He had the honor of serving his country during The First Gulf War at Tactical Air Command Headquarters, Langley, Virginia. Pursuing a second career in financial services, Jeff was Founder and CEO of MICG Investment Management, a billion-dollar wealth management firm nationally recognized for its rapid growth, WoW service and A-Player culture. Following the 2008 Financial Crisis, MICG's proprietary hedge funds experienced regulatory scrutiny and allegations. As CEO, Jeff vigorously defended his firm, refusing three separate plea offers and instead choosing to defend his employees and himself in federal court. In a bizarre narrative, Jeff was convicted and sentenced to 14 years in federal prison. Yet, then representing himself, the court decisions were reversed twice by the Fourth Circuit Court of Appeals, two separate U.S. District Court Judges were removed, and his successful federal suit liberated him from a higher-security, violent prison. After nearly 7 years, Jeff was finally released to begin his journey of rebuilding, restoring, and turning disadvantages into advantages. His life has been a continuous string of business and family miracles ever since. His perilous journey and miraculous restoration are the topics of national publications, to include When Not If: A CEO's Guide to Overcoming Adversity, Forbes Books, January 2024. He spends his days helping CEO's, entrepreneurs, and corporate leaders not make the mistakes he made on the way up, as well as teaching trench warfare tactics necessary to achieve victory when the black swan shows up at your office. He lives in Norfolk, Virginia with his wife, son, and new little girl.  Connect With Jeff : Website: https://www.jeffmartinovich.com/ X: https://x.com/JeffMartinovich Facebook: https://www.facebook.com/jeff.martinovich.2023/ LinkedIn: https://www.linkedin.com/in/jeff-martinovich/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    MoneyWise on Oneplace.com
    Finding Hope in the Hard Things with Katherine Wolf

    MoneyWise on Oneplace.com

    Play Episode Listen Later Dec 8, 2025 24:57


    When hope is tied only to a desired outcome, disappointment becomes inevitable. Katherine Wolf knows this truth more personally than most. At just 26, with a newborn in her arms and a lifetime ahead of her, she suffered a massive and unexpected stroke that changed everything.Today, through her writing, speaking, and nonprofit ministry Hope Heals, Katherine invites others into a deeper, sturdier hope—one that can withstand even the darkest valleys.On today's show, she joins us to share her journey: how suffering reshaped her faith, her understanding of God's goodness, and even her family's finances.A Life Forever ChangedIn 2008, without warning or symptoms, Katherine experienced a catastrophic brainstem stroke caused by a congenital condition she never knew she had—an arterial venous malformation (AVM). Overnight, she went from fully able-bodied to fighting for her life.A 16-hour surgery saved her, but her new reality included significant impairments. Today, she uses a wheelchair, has facial paralysis, reduced function in her right hand, and additional physical limitations. Still, she radiates joy and purpose.“I did live—and I'm doing great,” she says with her trademark resilience.Katherine describes the stroke as the moment “the pebble hit the metal”—a collision between everything she had learned about Jesus and the hardest chapter of her life.Years of Scripture, sermons, prayer, and discipleship prepared her for a moment she never imagined. “This is no longer a drill,” she remembers telling herself. Her long walk with Christ, though imperfect, had built a foundation strong enough to stand when everything else fell apart.In her memoir Hope Heals, she writes that suffering is not the end of the story—but the beginning of a new one. Christian hope does not deny pain; it declares that pain will not have the final word.Katherine's more recent book, Treasures in the Dark, draws from Isaiah 45:3—God's promise to give “hidden treasure” in the shadows of our lives so we might know Him more deeply.“If we must walk through darkness—and we all do at some point—why not gather the treasure God has placed there?” she asks. In other words, don't waste your pain. Let God use it to form you, deepen you, and show you His faithfulness in ways comfort never could.Hope Heals: A Ministry Born from SufferingOne of the greatest treasures to emerge from Katherine's hardship is Hope Heals, the nonprofit she and her husband, Jay, founded.Hope Heals CampTheir flagship outreach is a fully scholarship-supported summer camp for families affected by disability. Guests experience rest, community, and the love of Christ through what Katherine calls “inter-ability community”—people with and without disabilities sharing life together.Volunteers and families leave forever changed. The joy is contagious.Mend Coffee ShopIn Atlanta's Buckhead neighborhood, Hope Heals also operates Mend, a universally accessible coffee shop that employs people with disabilities and creates a space where everyone belongs.Katherine describes both initiatives as “glorious,” a word she uses often—and always with delight.The Financial Realities of SufferingMedical crises don't just affect the body; they often reshape a family's finances. Katherine knows this firsthand.When disability or sudden illness enters a story, she notes, “the finances can be ravaged.” Many families drain savings, take on debt, or scramble to fund treatments and therapies.But Katherine also speaks about “invisible wheelchairs”—the unseen burdens that hold people back. Financial instability, she says, can be one of the most crippling.Her encouragement? Everyone carries some kind of hardship. You are not alone. God gives us community and wisdom so we don't walk these valleys in isolation.For Katherine, surrender has become a central theme of her spiritual life, including how she views money.“Surrender is relief,” she says. “It's not God binding us up—it's letting Him take the wheel.”This posture doesn't magically erase financial challenges, but it reframes them. It anchors us in trust rather than fear. And it reminds us that provision comes from God, not our own strength.Hope for Anyone Facing UncertaintyKatherine's story speaks to those walking through overwhelming medical challenges—but her final encouragement reaches everyone, regardless of circumstances.Trusting God means you don't have to live afraid of what may happen next.Your circumstances may feel anything but okay, but when Christ lives in you, the deepest good in your life is already secure.“The good things of God,” she says, “are not external—they're inside of you when you know Him.”That truth allows us to face uncertainty with confidence, surrender our financial fears, and discover a hope that holds—no matter the storm.Learn MoreTo explore Katherine's ministry or support her work, visit HopeHeals.com.If you're near Atlanta, stop by Mend coffee shop in Buckhead—a place of belonging, beauty, and community. Katherine will also be speaking at the upcoming Kingdom Advisors Conference, where thousands of financial professionals gather to grow in biblical wisdom and stewardship. Learn more at RedeemingMoney.com.On Today's Program, Rob Answers Listener Questions:I invested based on the advice of a family friend who said it was guaranteed, but I lost $15,000. I'm single, I don't have much, and I was expecting this investment to return about $25,000. Now I'm just praying I'll have enough for rent next month. I'm calling to ask how I can recover from something like this.I have some real estate properties I want to leave to my children, and I've heard that putting them in a trust can help avoid capital gains. Do I need a trust for that? And should I also have a will?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Hope Heals | Hope Heals Camp | Mend Coffee & GoodsHope Heals: 
A True Story of Overwhelming Loss and an Overcoming Love by Katherine and Jay WolfTreasures in the Dark: 90 Reflections for Finding Bright Hope Hidden in the Hurting by Katherine Wolf with Alex WolfWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Private Practice Survival Guide
    Decision Making: Building A Decisive Approach To Change

    Private Practice Survival Guide

    Play Episode Listen Later Dec 8, 2025 34:06


    Send us a textChange is uncomfortable—but decisive leadership is what keeps a private practice growing instead of falling behind. In this episode, we break down how to make smarter decisions, build a change-ready culture, and eliminate the resistance that slows your practice down.You'll learn how to create a clear vision, use data to guide decisions, prepare patients and staff for operational shifts, and run a simple SWOT process before making any major move. From navigating new technology to improving workflows and boosting team alignment, this episode gives you the practical blueprint for leading change with confidence and clarity.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

    Thinking Crypto Interviews & News
    The Crypto Market Structure Bull will Pass in Q1 2026! with Adam Minehardt

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 7, 2025 19:18


    Solar Maverick Podcast
    SMP 252: The Solar Coaster: Rising Tariffs, Developer Bankruptcies & the Rise of AI

    Solar Maverick Podcast

    Play Episode Listen Later Dec 7, 2025 7:42


    In episode 39 of The League, David Magid and Benoy Thanjan break down the latest developments reshaping the clean-energy market. They cover the Pine Gate Renewables bankruptcy, the push for new U.S. restrictions on Chinese solar and grid equipment, and the detention of Qcells shipments under UFLPA. David also highlights Section 232 tariff impacts and Google DeepMind's new GenCast AI weather-forecasting model.  Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.  

    Illinois State Collegiate Compendium
    Business Finance, FIL 240-001, Spring 2025, Lecture 29

    Illinois State Collegiate Compendium

    Play Episode Listen Later Dec 7, 2025 80:06


    Review for Final Exam Business Finance, FIL 240-001, Autumn 2025, Lecture 29 Type: mp3 audio file ©2025

    Illinois State Collegiate Compendium
    Business Finance, FIL 240-002, Spring 2025, Lecture 29

    Illinois State Collegiate Compendium

    Play Episode Listen Later Dec 7, 2025 71:37


    Review for Final Exam Business Finance, FIL 240-002, Autumn 2025, Lecture 29 Type: mp3 audio file ©2025

    Financial Sense(R) Newshour
    Electricity Wars: Ukraine, Data Centers, and Swinging Elections

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 6, 2025 46:33


    Dec 5, 2025 – What if the future of war, politics, and your electric bill were all connected? In this must-hear conversation, veteran host Jim Puplava sits down with acclaimed energy expert and author Robert Bryce to expose the hidden battle for...

    Thinking Crypto Interviews & News
    BILLIONAIRE TRUMP BACKER TO LAUNCH CRYPTO BANK!

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 6, 2025 14:17 Transcription Available


    Crypto News: New Crypto Bank to be Unveiled by Billionaire Trump Backer Andy Beal. AI-powered studio Mugafi partners with Avalanche to tokenize entertainment IP. Turkey's Paribu to buy CoinMENA in deal worth up to $240 million, adding Dubai and Bahrain licenses. Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

    Watchdog on Wall Street
    The Media's Influence on Finance

    Watchdog on Wall Street

    Play Episode Listen Later Dec 6, 2025 39:38 Transcription Available


     Chris Markowski delves into the complexities of financial truths, the media's influence on public perception, and the realities of government spending and corporate influence. He emphasizes the importance of understanding the real economic landscape rather than the narratives pushed by mainstream media. Markowski critiques the H-1B visa program and discusses the agricultural industry's reliance on government bailouts, highlighting the need for transparency and accountability in financial matters.

    YAP - Young and Profiting
    Stephen Wolfram: How AI Works and How to Use It to Stay Ahead | Artificial Intelligence | AI Vault

    YAP - Young and Profiting

    Play Episode Listen Later Dec 5, 2025 72:17


    Now on Spotify Video! Most people have been using AI for decades, but only a few understand how to leverage it. After more than 40 years in the field, Stephen Wolfram has seen how breakthroughs like ChatGPT seem to emerge out of nowhere, and he believes the real power isn't the technology itself, but learning how to think in a way machines can work with. In this episode of the AI Vault series, Stephen breaks down how artificial intelligence truly works, what the future of automation will look like,  and why mastering computational thinking is the next critical skill for entrepreneurs and innovators. In this episode, Hala and Stephen will discuss: (00:00) Introduction (02:31) His Early Fascination With Science and AI (05:52) How Artificial Intelligence Began (14:18) The Foundations of Computational Thinking (21:31) The Role of Computational Thinking in AI (25:52) How ChatGPT and Neural Networks Work (33:45) Can AI Develop Real Consciousness? (39:23) How AI Will Transform the Future of Work (45:27) Will AI in Action Surpass Human Intelligence? Stephen Wolfram is a computer scientist, mathematician, theoretical physicist, and the founder and CEO of Wolfram Research. He created Mathematica, Wolfram Alpha, and the Wolfram Language, and is widely recognized for his pioneering work in computation and complex systems. A MacArthur “Genius” Grant recipient, Stephen has authored several influential books, including What Is ChatGPT Doing? Today, he stands as one of the leading voices shaping global understanding of AI and computational thinking. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host  Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money  Resources Mentioned: Stephen's Book, What Is ChatGPT Doing?: bit.ly/-ChatGPT  Stephen's Website: stephenwolfram.com  Stephen's Book, A New Kind of Science: bit.ly/NKScience  Stephen's Book, An Elementary Introduction to the Wolfram Language: bit.ly/WolframL  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, AI Marketing, Prompt, AI in Business, Generative AI, AI for Entrepreneurs, AI Podcast 

    Financial Sense(R) Newshour
    John Roque: Big Tech, Silver's Moonshot, and 2026 Market Setups

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 5, 2025 27:15


    Dec 5, 2025 – Wondering where the stock market is headed as we wrap up the year—and what could be in store for 2026? Financial Sense's Jim Puplava speaks with veteran market strategist John Roque at 22V Research as they dive into...

    Financial Sense(R) Newshour
    Uranium's Next Boom: Woody Preucil on US, Global Push to Nuclear Power (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 5, 2025 3:17


    Dec 2, 2025 – Is uranium the next big investment? Discover why global energy shifts, tech-driven demand, and supply shortages could spark an ongoing uranium bull market. 13D's Woody Preucil discusses the future of nuclear and where...

    Thinking Crypto Interviews & News
    Bitwise's HUGE Launch of XRP, Solana, & Dogecoin ETFs! with Matt Hougan

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 5, 2025 27:59 Transcription Available


    Matt Hougan, CIO at Bitwise Asset Management, joined me to discuss the launch of their XRP, Solana, and Dogecoin Spot ETFs.Topics: - XRP, Solana Staking, and Dogecoin ETFs - Is the crypto bull market over? - Outlook for crypto in 2026 - DATS vs ETFs Brought to you by

    Remnant Finance
    E76 - You Bought the Policy, Now What? Navigating the Four Stages of Infinite Banking

    Remnant Finance

    Play Episode Listen Later Dec 5, 2025 36:38


    Hans and Brian break down the four-stage framework for infinite banking mastery, drawn from Factum Financial's work observing how practitioners actually use their policies over time.Most people who buy a whole life policy think they're "doing infinite banking." They're not. They're at Stage One—and most never make it past Stage Three. This episode walks through the progression from Saver to Wealth Builder to Business Banker to Infinite Banker, and explains why defining success is the only way to stop chasing "more" forever.The conventional approach to money says sacrifice now, maybe live on rice and beans, and hope for abundance at 65. The infinite banking model allows you to live in abundance now while building exponentially greater wealth for future generations—but only if you understand what stage you're in and where you're actually going.Chapters: 00:00 - Opening segment03:40 - Why most life insurance is just a drawer document04:50 - Stage One: The Saver (financial education, awareness, saving strategy)06:30 - Why getting the policy doesn't make you proficient08:00 - Stage Two: The Wealth Builder (adding debt strategy and investing strategy)11:15 - Understanding policy loan mechanics and efficient cash flow capture12:00 - Multiple uses of your dollar: saving and debt repayment simultaneously12:35 - Stage Three: The Business Banker (comprehensive integration)14:00 - Raising deductibles and optimizing cash flow across all insurance16:05 - Asset protection and trust structures17:35 - The synergistic effect when investing strategies tie back into the system18:00 - Stage Four: The Infinite Banker (maximum control and financial freedom)18:25 - Jason Lowe's family with 77 policies financing nothing through banks20:05 - The five areas of life: spiritual, personal, family, financial, occupation22:35 - Hans's financial goals: zero budget on health/longevity and slow travel24:30 - Why you need to get comfortable with material goals26:00 - Finance as the area that spreads across everything else27:35 - Even a simple quiet life requires getting financial loose ends tied up29:10 - Leaving disorder vs leaving a legacy31:30 - Identifying which stage you're in and continuously optimizing32:25 - Recap of the four stages32:35 - Contrasting with the conventional "no control" financial planning model34:40 - Closing thoughts Key Takeaways:Stage One - The Saver: Getting the policy in place with financial education, awareness, and a saving strategy. Understanding why you have a term rider, what your MEC limit is, and the basic structure. Many clients can't fully explain these elements a year after purchase—that's normal, but it means you're still at Stage One.Stage Two - The Wealth Builder: Adding debt strategy and investing strategy on top of the whole life chassis. Using policy loans efficiently, understanding being your own banker, and making your dollars work in multiple places simultaneously. Most Remnant Finance clients are here.Stage Three - The Business Banker: Treating family cash flow like a business. Comprehensive integration of cash flow management, optimized insurance strategies (raising deductibles to maximize inflows), asset protection, and trust structures. The synergistic effect where investments flow back into the entire system.Stage Four - The Infinite Banker: True financial freedom with maximum control over your entire financial life. Multi-generational legacy where the next generation understands and participates. Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance )Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588 )Twitter: @remnantfinance (https://x.com/remnantfinance )TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEGot Questions? Reach out to us at info@remnantfinance.com or book a call at https://remnantfinance.com/calendar !

    The Bid
    242: 2026 Outlook: Pushing Limits

    The Bid

    Play Episode Listen Later Dec 5, 2025 20:51


    AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.

    MoneyWise on Oneplace.com
    How Spiritual Practices Can Transform Your Investing with Tim Macready

    MoneyWise on Oneplace.com

    Play Episode Listen Later Dec 5, 2025 24:57


    We check the markets often—but how often do we check our hearts? Most of us approach investing with calculators, not character. Yet Scripture calls us to a deeper way. What if investing isn't just a financial activity but a spiritual practice—one that shapes who we're becoming?Tim McCready, Head of Global Advisory at BrightLight (part of the Eversource Wealth Advisors team), has been helping both Kingdom Advisors and FaithFi develop a theological framework for investing that aligns our portfolios—and our hearts—with God's purposes. His recent work explores how timeless spiritual disciplines can transform how believers think about investing.Why Investing Requires a Spiritual LensTim begins with Jesus' words in Matthew 6: “Where your treasure is, there your heart will be also.” That's not just a warning—it's an insight into spiritual formation.“Our investment decisions aren't just a reflection of faithfulness,” Tim says. “They're shaping who we're becoming as we seek to be like Jesus.”When we invite God into our investment decisions, investing becomes more than strategy—it becomes worship. It becomes one more place where we ask God to form us into faithful stewards.The Ignatian Prayer of Examen—For InvestorsOne of the most compelling ideas Tim introduces is applying the historic Ignatian prayer of examen to our portfolios.For centuries, believers have ended their day with this reflective practice—examining God's presence, confessing sin, noticing grace, and preparing for tomorrow.Tim suggests: What if investors practiced something similar?Rather than viewing portfolios strictly through analysis or performance, the examen helps us approach them with discernment, surrender, and spiritual attentiveness.Step One: GratitudeGratitude quiets the noise and recenters us on God's generosity. Before looking at performance or market movements, Tim encourages investors to pause and thank God for His provision.It might sound something like:“Heavenly Father, thank You for the gifts You've entrusted to me—including my investment portfolio. Speak to me about my stewardship, challenge me, and remind me of Your faithfulness as I draw near to You.”Gratitude reframes everything. It reminds us that portfolios are gifts to steward—not trophies to admire nor securities to cling to.Step Two: ReviewJust as the daily examen invites believers to review their day, the investing examen invites us to review each line of our portfolio with prayerful reflection.This simple discipline lifts our eyes beyond numbers to the impact our investments have on people, communities, and the world.As Tim notes, “We may find both joy and conviction—joy where God is pleased, and invitation where He's calling us to change.”Step Three: Repentance and RenewalThis is where the examen moves from reflection to transformation.Perhaps we discover that we've placed too much security in our portfolio. Perhaps a certain investment feels misaligned with God's desires. Perhaps God prompts us toward greater generosity.Repentance helps us acknowledge these areas honestly—and renewal invites us to receive God's forgiveness and step forward in faith.A simple prayer might be:“Gracious Provider, rule over every part of my life, including my investments. Forgive me for trusting wealth over You. Give me courage to act where You lead, and joy in following Your plan for my life.”This step reorients our trust away from the market and back toward the One who “owns the cattle on a thousand hills.” (Psalm 50:10)Step Four: Community and AccountabilityThough investing can feel private, it was never meant to be isolated.We grow best in community. Sharing a budget or portfolio with a trusted friend or mentor is humbling—but powerful. Accountability exposes blind spots, clarifies values, and encourages faithfulness.Whether through a small group, a stewardship class, or a community like the FaithFi app, transparency invites God's wisdom through God's people.Step Five: Fasting from Market NoiseWe live in an era of constant market updates, by the day, hour, and minute. Tim points out that this flood of data gives the illusion of control while feeding anxiety.A spiritual practice of “fasting” from market noise—checking less often, turning off notifications, stepping back from constant updates—helps us rest in God's provision instead of reacting to every market swing.Jesus' question echoes here: “Who of you by worrying can add a single hour to his life?” (Matthew 6:27) Or, as Tim puts it, “add a single cent to your portfolio?”Step Six: ServiceSpiritually formed investors naturally turn outward. Financial experience is a gift meant to serve others—whether through mentoring, teaching budgeting, serving on a church finance committee, or helping younger believers develop healthy habits.Service transforms stewardship from something we manage to something we multiply.A Holistic Vision of Faithful InvestingWhen we bring together gratitude, review, repentance, community, fasting, and service, we begin to see investing not as a sterile financial exercise but as a rhythm of worship.“Investing is faithfulness,” Tim reminds us. “It forms us. It shapes us as disciples. A biblical approach to investing isn't measured only by returns, but by spiritual formation.”In other words, investing becomes a way to follow Jesus. A biblical worldview of investing doesn't start with performance—it begins with the heart. When we invite God into our investing, He uses even financial decisions to form us into the likeness of Christ.May our portfolios—and our hearts—reflect the One who has entrusted everything to us.On Today's Program, Rob Answers Listener Questions:I worked hard to raise my credit score to about 730, but a miscommunication with my student loan led to a late payment and brought it down to 548. The issue is fixed, and the account is current, but my score is still low. How long will it take to recover if I keep making on-time payments?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Investing In Integrity
    #91 - Leading with Integrity: Lessons from a 45-Year Career in Banking (Jonathan Weiss - Former CEO of Corporate and Investment Bank at Wells Fargo)

    Investing In Integrity

    Play Episode Listen Later Dec 5, 2025 49:43


    In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss shares lessons on building ethical cultures, leading through influence, and navigating shifting political and market dynamics. He offers candid insights on rebuilding institutional trust, fostering transparency, and prioritizing customers' best interests, not just avoiding harm. Listeners will learn how humility, emotional intelligence, and consistent values shape resilient leadership and sustainable success. Whether you're early in your career or leading teams at scale, this conversation offers deep insights into balancing performance with integrity in today's financial world.Meet Jonathan Weiss:Jonathan Weiss is the former CEO of Wells Fargo Corporate & Investment Banking, where he led a $20 billion revenue business before retiring in June 2025 after two decades with the firm. Over his 45-year career, he also headed Wells Fargo's Wealth & Investment Management and Wells Fargo Securities divisions, following 25 years at J.P. Morgan and its predecessors. A Princeton graduate in Romance Languages, Weiss is recognised for his ethical leadership and service on boards including Youth I.N.C., the Lawrenceville School, and the National Humanities Center.

    Brainstorm Brewery – Brainstorm Brewery
    Generational Picks | Brainstorm Brewery #677  | Magic Finance

    Brainstorm Brewery – Brainstorm Brewery

    Play Episode Listen Later Dec 5, 2025 53:57


    Cass (@devotedDruid), Corbin (@CHosler) and DJ (@CardgardenMTG) talk about how as an LGS you move high-dollar cards, World championship, and leveling up your buy and sell game. Check us out on Youtube because everything is better with video. https://www.youtube.com/BrainstormBrewery 

    Jammin' Jon's Wrestling News
    Developing: Lawsuit filed against John Cena, WWE, and TKO over usage of the horns in his theme song. Episode #1,723: 12-4-25

    Jammin' Jon's Wrestling News

    Play Episode Listen Later Dec 5, 2025 9:20


    In this episode: Developing: Lawsuit filed against John Cena, WWE, and TKO over usage of the horns in his theme song, Darby Allin legitimately hurt during AEW Dynamite match with Kevin Knight, WWE President Nick Khan comments on Brock Lesnar's return to the company, Logan Paul comments on if Donald Trump will attend John Cena's final match, Bron Breakker is reportedly the early favorite to win the 2026 men's WWE Royal Rumble match, and Backstage news regarding WWE's plans for Natalya heading into 2026Kerr County Flood Relief Fund: https://cftexashillcountry.fcsuite.com/erp/donate/create/fund?funit_id=4201Support Katie: https://gofund.me/cb2cdcb5Support Eastern Kentucky: https://secure.kentucky.gov/formservices/Finance/emergencyrelief/American Red Cross: https://www.redcross.org/donate/cm/wlky32-pub.html/The Dream Center: https://www.ekdc.info/donateKCTCS Disaster Relief: https://kctcs.edu/disasterrelief.aspxUniversity of Kentucky Flood Relief: https://philanthropy.uky.edu/kentuckyfloodreliefIf you like what you hear on the podcast, consider helping me out a little bit financially at: https://www.patreon.com/jamminjon

    Spittin Chiclets
    Spittin' Chiclets Episode 602: Featuring Luc Robitaille

    Spittin Chiclets

    Play Episode Listen Later Dec 4, 2025 189:05


    On Episode 602 of Spittin' Chiclets, the crew welcomes Hall of Famer Luc Robitaille for an all-time interview, but not before chewing through one of the wildest stretches of hockey chaos we've seen yet. We've got Peakin' Episode 3 dropping, NHL Coast to Coast launching Thursday at 7PM ET for our Canadian listeners, and Prime Monday Night Hockey in the Yacht Club as the Lightning and Leafs head in opposite directions. Toronto is hanging on for dear life in the East but with a big win in Florida could the Snoop Dogg shirts be dropping? Trade winds are swirling around Binnington vs Monty, Sheldon Keefe is losing his mind after the Dillon incident, and the Capitals are buzzing with five straight wins. Bedard highlights, Mackinnon history, Ozzy Wiesblatt's emotional moment, Olympic rink drama, Jesper Wallstedt shutting the league down, OBJ teaching Finance 101, Kevin Dineen's courageous announcement, Biz promising blood, and RA's World. Luc Robitaille. Strap in. This is an Episode you won't want to miss. 00:00:00 - START 00:00:31 - CHICLES UPDATES 00:10:04 - OLYMPICS 00:27:59 - BINNINGTON BEEF 00:34:35 - LEAFS VS TAMPA 00:43:51 - BRENDAN DILLON INJURY 00:48:19 - LUC ROBITAILLE INTERVIEW 02:25:22 - BUBLÉ VS SERAVALLI 02:27:48 - RA's WORLD 03:06:10 - ETC. Support the Show: DISCOVER: Get cash back on every purchase with the Discover It card. Learn more at discover.com/creditcard https://www.discover.com/nhl GAMETIME: Download the Gametime app today and use code CHICLETS for $20 off your first purchase PRIME MONDAY NIGHT HOCKEY: Prime Monday Night Hockey is available free to Prime members in Canada. Start your free trial: www.primevideo.com  For the full Prime Monday Night Hockey schedule, visit https://www.primevideo.com/salp/nhl. NOBULL: Visit https://nobullproject.com/chiclets for 40% off your entire order.  SPORTCLIPS: Try one of the Holiday Playmaker Scents! Available until December 27 at participating locations only and where permitted by law. Sport Clips. It's a Game Changer. RHOBACK: Use code CHICLETS on https://rhoback.com for 20% off your first purchase through the end of this weekYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/schiclets

    Macro Voices
    MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

    Macro Voices

    Play Episode Listen Later Dec 4, 2025 72:05


    MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We'll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

    The John Batchelor Show
    S8 Ep161: Russia's Financial Desperation: Failed Bond Issues and Discounted Oil — Michael Bernstam — Bernstamdocuments Russia's systematic struggle to finance its expanding budget deficit and war costs through issuance of "Panda bonds" den

    The John Batchelor Show

    Play Episode Listen Later Dec 4, 2025 9:00


    Russia's Financial Desperation: Failed Bond Issues and Discounted Oil — Michael Bernstam — Bernstamdocuments Russia's systematic struggle to finance its expanding budget deficit and war costs through issuance of "Panda bonds" denominated in Chinese renminbi, efforts that have largely failed as Chinese investors regard Russian sovereign debt as excessively risky. Bernstam documents that Russia's oil revenue is severely constrained by Western sanctions enforcement, forcing Moscow to sell crude petroleum at approximately $40 per barrel compared to global market prices exceeding $60, while the European Union remains gridlocked regarding authorization to utilize frozen Russian assets for Ukrainian defense funding. 1906 NORTHSIDE PEKING

    Thinking Crypto Interviews & News
    BLACKROCK'S CEO READY TO PUMP CRYPTO AGAIN! BIG HEDERA HBAR, ETHEREUM, & SOLANA NEWS!

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 4, 2025 22:04 Transcription Available


    Thinking Crypto Interviews & News
    Why this Avalanche AVAX Digital Asset Treasury Company is a Game Changer! with Bart Smith

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 4, 2025 49:05 Transcription Available


    Bart Smith, CEO and Chairman of Avalanche Treasury Co., joined me to discuss building a new digital asset treasury company focused on AVAX, which is merging with Mountain Lake Acquisition Corp. (MLAC) to become a publicly traded company on Nasdaq.Topics:- Avalanche Treasury Co overview - Why Avalanche Avax? - Expanding the Avalanche ecosystem - Future of DATs - DATS vs ETFs Brought to you by

    Insurance Town
    Can you lock in rates for your customers with the carriers you have in your agency?

    Insurance Town

    Play Episode Listen Later Dec 4, 2025 57:50


    The Real Estate Preacher with Randy Lawrence
    TRP 243 - How to Finance Multifamily Real Estate Investments

    The Real Estate Preacher with Randy Lawrence

    Play Episode Listen Later Dec 4, 2025 7:07


    Multifamily is a phenomenal asset class for a few reasons - cash flow, tax benefits, and potential for appreciation, just to name a few. But how do you manage to pay for such an expensive asset class? In this episode, I show you some of the most common ways to finance multifamily real estate investments. Join Our Investor Club: https://rebrand.ly/hbd1egc  This episode was originally released on November 23, 2023.

    MoneyWise on Oneplace.com
    Introducing AdelFi Christian Banking with Aaron Caid

    MoneyWise on Oneplace.com

    Play Episode Listen Later Dec 4, 2025 24:57


    When two faith-based financial institutions come together, the goal isn't simply to grow in size—it's to grow in Kingdom impact. That's precisely what's taking place with the launch of AdelFi Christian Banking, a newly unified identity shaped by a shared mission to honor Christ and serve His people.Recently, we sat down with Aaron Caid, Chief Marketing Officer at AdelFi Christian Banking, to talk about how this merger came together, why the new name matters, and what it means for Christians who want their finances to reflect their faith.A New Identity Rooted in ScriptureAccording to Caid, the new name is much more than rebranding—it's a declaration of purpose.“Our new name and identity are a visual representation of what we desire to accomplish with the merger,” he explains. The name AdelFi is derived from the Greek word adelphos, which is used more than 300 times in the New Testament to describe brothers and sisters in Christ.“That's who we are,” Caid says. “Staff, members, and ministries—coming together as a family of believers to build a financial institution centered on Christ and dedicated to advancing God's Kingdom.”The addition of the phrase “Christian Banking” is equally intentional—a bold statement about who they serve and the mission that drives them.The merger was completed on December 1, and throughout 2026, AdelFi Christian Banking will progressively roll out its new brand identity. Milestones include a new website in Q2 and an enhanced digital banking experience in Q3.Combining Strengths for Greater Kingdom ImpactWhat happens when two long-standing Christian credit unions combine their gifts and experience? Caid says the result is far more powerful than the sum of its parts.Both AdelFi and Christian Community Credit Union (CCCU) bring decades of ministry-focused service—over 125 years combined. Each also carries a unique tradition of generosity:AdelFi tithes 10% of its earnings to Christian ministries and mission-sending organizations.CCCU donates a portion of every debit and credit card swipe to Christian causes—over $6.5 million given to date.“Together, we will amplify our giving,” Caid notes. “And with our union, we will form the nation's largest Christian credit union, creating a digital-forward banking experience that honors God and meets members wherever they are.”The merger also expands lending capacity for churches, ministries, and Christian businesses—allowing more Kingdom-minded projects to flourish.Strengthening the Christian Banking MovementChristian banking is still a small, often overlooked sector. But Caid believes this merger marks a turning point.“Most Americans don't even know a Christian banking option exists,” he says. “By merging, we're aligning resources to create more awareness, more growth, and more impact.”With AdelFi Christian Banking emerging as the clear leader in this space, Caid hopes believers increasingly see banking as an area of stewardship—not just convenience.“Our desire is to be the go-to financial solution for Christ followers who seek to align their finances with their faith,” he says. “We want to help steward God's resources to His glory.”Why Christian Banking Is Countercultural—and NeededCaid acknowledges that choosing a Christian financial institution is, in many ways, a countercultural move.“We've seen a major shift among Christians who are fed up with secular banks using their funds for causes that don't align with their values,” he explains.Believers want their money—God's money—to be managed with integrity and used to advance gospel-centered work.“That's why we're boldly stating there is a quality alternative,” Caid says. “A place where your finances are stewarded in ways that reflect biblical priorities, not worldly ones.”The creation of AdelFi Christian Banking reflects a unified vision, a strengthened mission, and a renewed commitment to serving Christ's people well. For those seeking to align their financial lives with their faith, this merger offers a meaningful way forward.To learn more about AdelFi Christian Banking or explore opening an account, visit: FaithFi.com/Banking.On Today's Program, Rob Answers Listener Questions:I was offered a $45,000 loan at 8.675% for 20 years. I could use it to pay off two loans—one at 10.44% and one at 9.84%—and still have $15,000 left over. If I then put an extra $300 a month toward the new loan, is this a good deal?I'm 65 with a little over $1 million in a traditional IRA. Should I start converting some of it to a Roth before I have to take RMDs at 73?I budgeted $25,000 for a remodel. The contractor offered 0% financing for 72 months, bringing the cost to $21,000 with a $3,000 down payment—or I could pay cash and get an extra 5% discount by putting $6,000 down. Should I take the 0% option to keep more cash on hand? And will it affect my credit score?We owe $56,000 on our mortgage. I could pull from my retirement to pay it off, but that would nearly drain the account. Would it be wise to do that and then redirect the mortgage payment into investing?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)AdelFi Christian BankingWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Private Equity Fast Pitch
    Michael Psaros - KPS Capital Partners

    Private Equity Fast Pitch

    Play Episode Listen Later Dec 4, 2025 53:58


    Michael Psaros is a Co-Founder and Co-Managing Partner of KPS Capital Partners, LP ("KPS") and a member of its Investment and Management Committees. KPS is a leading global private equity firm with approximately $19.4B (as of 6/30/25) of assets under management focused on making controlling equity investments in global manufacturing and industrial companies across an array of industries. KPS generates investment returns by structurally improving the strategic position, competitiveness and profitability of its portfolio companies. The KPS Funds' portfolio companies generate aggregate annual revenues of approximately $21.6B and operate 211 manufacturing facilities in 21 countries (as of 6/30/25 pro forma for recent acquisitions and exits). Mr. Psaros currently serves on the Board of Directors of 14 KPS portfolio companies and as Chairman of six. He previously served on the Board of 35 former KPS portfolio companies. Prior to joining its predecessor in 1991 and co-founding KPS in 1997, he was an investment banker with Bear Stearns & Co., Inc. He received a B.S.B.A. in Finance from Georgetown University and attended Sophia University in Tokyo, Japan. The Psaros Center for Financial Markets and Policy at Georgetown University, named for and endowed by the Psaros family in 2022, provides non-partisan, unbiased expertise to guide policy and practice. The Center leverages the strength of Georgetown's McDonough School of Business, distinguished faculty and leadership in finance and public policy to convene leaders across the private sector, global capital markets, legislators and regulators to solve problems for the common good. Mr. Psaros served on Georgetown University's Board of Directors and currently serves as Vice Chairman of the Executive Board of Advisors at McDonough School of Business. Mr. Psaros received an honorary Doctor of Humane Letters, Honorus Causa, from Georgetown University in May 2025. Mr. Psaros created "The Michael and Robin Psaros Endowed Chair in Business Administration" at Georgetown University's McDonough School of Business in 2013 and "The Ecumenical Patriarch Bartholomew Endowed Orthodox Chaplaincy, Endowed by the Michael Psaros Family" in 2021. Mr. Psaros is the Vice Chairman of the St. Nicholas Greek Orthodox Church and National Shrine at Ground Zero in New York City. He currently serves on the Executive Committee of the Greek Orthodox Archdiocese of America and is an Archon of the Ecumenical Patriarchate and serves on its National Council. He serves on the Board of Trustees of The Leadership 100 Endowment and the Executive Board of The Hellenic Initiative. Mr. Psaros was honored by the Hellenic Republic (Greece), the International Foundation for Greece and the Hellenic Post for his exceptional business achievements and philanthropy. The Hellenic Post placed Mr. Psaros on a limited-edition postage stamp now in circulation throughout Greece. Michael Psaros, Commencement Speech, Georgetown University: https://www.youtube.com/watch?app=desktop&v=5U-9gVrfXto 

    Evolve Ventures
    #458 | How to Connect to Your True Self

    Evolve Ventures

    Play Episode Listen Later Dec 4, 2025 30:47


    Send us a textWhat if the calm, confident, consistent version of you is still there, just waiting for you to reconnect with it? In this episode, we walk with you through simple tools that build real self-awareness, strengthen your decision-making, and support your personal growth journey. If you have been stuck in old patterns, battling your inner critic, or searching for clarity, we want to help you find your way back to your true self. These practices make self-improvement feel doable so you can create more peace, confidence, and emotional strength in your daily life.Press play and grow with us. Your next breakthrough starts here.Learn more about:Next Level Hope Foundation – GoFundMe donation linkhttps://gofund.me/5c6abcf7fEpisode Reference:If you need the basics of IFS parts, Episode 422 is where to start - https://apple.co/42M2EzPHere are the related episodes, each one builds on today's conversation:#443 | The "Right" Way to Self-Talk - https://apple.co/47u93RI#448 | What REAL Validation Looks Like - https://apple.co/4hECPHQ Evolve Together Experiences:

    Complex Systems with Patrick McKenzie (patio11)
    The economics of discovery, with Ben Reinhardt

    Complex Systems with Patrick McKenzie (patio11)

    Play Episode Listen Later Dec 4, 2025 47:38


    In this episode, Patrick McKenzie (patio11) is joined by Ben Reinhardt, founder of Speculative Technologies, to examine how science gets funded in the United States and why the current system leaves much to be desired. They dissect the outdated taxonomy of basic, applied, and development research, categories encoded into law that fail to capture how actual breakthrough science happens.–Full transcript available here: www.complexsystemspodcast.com/the-economics-of-discovery-with-ben-reinhardt/–Sponsors: GiveWell & FramerSupport proven charities that deliver measurable results and learn how to maximize your charitable impact with GiveWell. First-time donors can go to givewell.org, pick “Podcast” and enter COMPLEXSYSTEMS at checkout to get $100 matched.Framer is a design and publishing platform that collapses the toolchain between wireframes and production-ready websites. Design, iterate, and publish in one workspace. Start free at framer.com/design with code COMPLEXSYSTEMS for a free month of Framer Pro.– Links:Speculative Technologies: https://spec.tech Ben Reinhardt's website: https://benjaminreinhardt.com Bits About Money: https://www.bitsaboutmoney.com/ –Timestamps:(00:00) Intro(00:26) Understanding focused research organizations (FROs)(01:52) The evolution of science funding(03:59) Taxonomy of research: basic, applied, and development(06:14) Challenges in science funding and research(08:12) The role of process knowledge in research(18:52) The bureaucracy of tech transfer offices(20:00) Sponsors: GiveWell & Framer(22:33) Critique of tech transfer offices(25:20) The burden of bureaucracy on researchers(44:34) Emerging solutions and optimism in research(46:58) Wrap

    Signal or Noise?
    7 Lessons From 2025

    Signal or Noise?

    Play Episode Listen Later Dec 4, 2025 26:00


    From why you shouldn't fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.

    Private Practice Survival Guide
    Eligibility Efficiency: Strategies For Organizing Verification Of Benefits

    Private Practice Survival Guide

    Play Episode Listen Later Dec 4, 2025 14:54


    Send us a textThis quick-tip episode breaks down the blueprint for building a high-efficiency insurance eligibility system that actually works—before the chaos of January hits. Brandon reveals the annual VOB strategy top practices use to stay ahead: forming a dedicated verification task force, running preseason workflow simulations, batching by payer, gamifying team performance, using standups and dashboards, and applying smart tools like APIs and AI phone verification. He walks through how to prep your team months in advance, streamline communication, prevent burnout, and protect your revenue from missed benefits, incorrect data, and preventable errors. If your practice struggles every January with verification bottlenecks, denials, or frantic phone calls, this episode gives you a proven, repeatable model to transform your entire VOB process—and start the year with clarity, accuracy, and confidence. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

    Run The Numbers
    $1B AI Finance: How CoreWeave's CFO Built a Rocket Ship | Nitin Agrawal

    Run The Numbers

    Play Episode Listen Later Dec 4, 2025 63:39


    CoreWeave CFO Nitin Agrawal joins Run the Numbers to unpack the finance engine behind one of the fastest-growing AI infrastructure companies on the planet. CJ and Nitin dive into what it takes to build financial discipline in an environment where business models are being invented in real time, discussing the company's 700% growth last year and massive first-quarter performance as a newly public company. They cover capex strategy, securitizing GPUs, managing billion-dollar revenue backlogs, and structuring incentives for hyperscale deals, all while keeping investors grounded and servers running at full tilt. If you want a front-row seat to finance in the AI arms race, this episode delivers.—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is the cloud financial management platform that replaces spreadsheets, eliminates manual work, and keeps your books audit-ready—so you can scale without slowing down. It combines accounting, ERP, and real-time reporting for retail, financial services, logistics, tech, professional services, and more. Sage Intacct delivers fast ROI, with payback in under six months and up to 250% return. Rated #1 in customer satisfaction for eight straight years. Visit Sage Intacct and take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—LINKS:Nitin on LinkedIn: https://www.linkedin.com/in/nitin-agrawal-cloudcfo/Company: https://www.coreweave.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Art and Science of a Day-One IPO Pop with OneStream Software CFO Bill Koefoedhttps://youtu.be/kYCn7XNkCBcFrom Facebook's Hypergrowth to Daffy's Disruption: A CFO's Playbook for Saying Yeshttps://youtu.be/bRIZ6oNPGD0—TIMESTAMPS:00:00:00 Preview and Intro00:02:54 Sponsors – Tipalti | Aleph | Fidelity Private Shares00:06:12 Interview Begins: Scaling CoreWeave00:06:52 CoreWeave's Pivot From Crypto to AI00:11:41 Why CoreWeave Is Uniquely Positioned to Lead AI Infrastructure00:13:32 Hiring for Both Scrappiness and Scale00:16:01 Post-IPO Whirlwind: Acquisitions, Debt Raises, and 10-Year Deals00:16:43 Sponsors – Sage Intacct | Mercury | RightRev00:20:13 Managing Investor Expectations With Radical Transparency00:22:39 Doubling Active Power in Six Months00:25:19 Risk-Balanced Capital Deployment: Power First, GPUs Second00:27:12 Financing GPUs With Delayed-Draw Facilities00:29:38 CoreWeave Rated Platinum for GPU Cluster Performance00:32:25 Compute as the Bottleneck for AI Growth00:33:47 Explaining Revenue Backlog Shape & Timing00:35:06 The Strength of Reserved Instance Contracts00:36:07 Giving Tight but Honest Guidance00:40:26 How Mega-Deals Require C-Suite Participation00:42:19 Tackling Revenue Concentration Through Diversification00:44:05 Building an AI-Only Cloud, Not a General-Purpose Cloud00:46:27 Capital Markets Muscle: Raising Billions at Speed00:47:47 Accounting Complexity in a Business With No Precedent00:49:33 Even the CFO Must Unlearn Old Cloud Assumptions00:51:29 Scaling Public-Company Processes in 90-Day Cycles00:54:42 The Couch Fire vs. House Fire Framework00:57:17 Balancing Risk Mitigation With Opportunity Seeking01:00:30 No Downtime for ERP Changes During Hypergrowth01:02:33 Why the Team Stays Energized Despite the Chaos#RunTheNumbersPodcast #CFOInsights #Hypergrowth #AIInfrastructure #FinanceStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

    The Beacon Way
    Navigating Business Complexity with Courtney De Ronde

    The Beacon Way

    Play Episode Listen Later Dec 4, 2025 47:53


    Welcome to another episode of The Beacon Way podcast! In this episode, host Adrienne Wilkerson is joined by Courtney De Ronde, founder and CEO of Forge Financial and Management Consulting and the creator of the Simple ScaleUp System. Courtney shares her journey from founder to CEO, discussing how successoften introduces complexity in business. She talks about her firm's evolution and the decision to split from a traditional CPA firm, focusing on financial, leadership, and management consulting. The conversation dives into the challenges of role alignment, productivity, and leveraging human intelligence within teams. Courtney offers practical insights and tools for business owners dealing with similar complexities, emphasizing the importance of understanding and aligning team strengths. LINKSTools and Assessments Mentioned:Kolbe Index (conative assessment – how people take action)

    FP&A Tomorrow
    The CFO Role is Changing for Finance Leaders to Own AI, Talent, and Strategy with Omar Choucair

    FP&A Tomorrow

    Play Episode Listen Later Dec 4, 2025 47:43


    In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Omar Choucair, the CFO of Trintech, to discuss the evolving role of the CFO, the importance of technology in finance, and the strategic value of FP&A teams. Omar shares insights on how AI is transforming financial operations, the need for technical skills in FP&A, and the shift in CFO responsibilities over the years.Omar Choucair brings over 25 years of experience in corporate finance, accounting, governance, and FP&A. His background spans private equity, public company software businesses, and M&A deals, having successfully navigated over 40 major transactions. With expertise in financial software solutions, he leads Trintech in helping businesses automate and streamline critical financial processes.Expect to Learn:The evolving responsibilities of CFOs and the strategic value they provide in today's organizationsHow AI and technology are revolutionizing finance and FP&A functionsThe critical role of FP&A in helping companies understand and act on dataWhy intellectual curiosity and technology expertise are essential for modern FP&A professionalsKey insights on hiring and developing top FP&A talentHere are a few quotes from the episode:“To be successful in FP&A, you have to be technically savvy. If you are afraid of technology, you will not do well in FP&A.” – Omar Choucair“The CFO is the voice of reason, objective under pressure, and the protector of the company and its employees.” – Omar ChoucairOmar discusses the increased pressure on CFOs, the growing reliance on AI tools like ChatGPT, and the importance of being inquisitive to drive better financial insights. He also touches on the importance of collaboration between FP&A and other departments to drive business success and better decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Omar:LinkedIn - https://www.linkedin.com/in/omar-choucair-cpa-80264815/Company - https://www.trintech.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] - Omar's Career Journey and Experience in Finance[04:41] - Defining Great FP&A and What It Looks Like in Practice[07:19] - The Role of Technology in Modern FP&A[11:40] - Leveraging AI to Drive Efficiency in Finance[14:04] - The Key to Unlocking FP&A Success[26:21] - Best Practices for Building and Leading an FP&A Team[33:13] - Integrating Business Intelligence into FP&A Workflows[38:55] - Managing the Budgeting Process and Alignment with ELT[44:27] - Key Skills for Future FP&A Leaders and Career...

    Capital FM
    China and Germany Seal Substantive Agreements at 4th Finance Dialogue, signaling stronger cooperation

    Capital FM

    Play Episode Listen Later Dec 4, 2025 6:30


    China and Germany Seal Substantive Agreements at 4th Finance Dialogue, signaling stronger cooperation by Capital FM

    LITTLE BIG THINGS
    Kevin Buzaglo - Tout savoir sur Amazon !

    LITTLE BIG THINGS

    Play Episode Listen Later Dec 4, 2025 92:13


    Kevin Buzaglo connaît Amazon sur le bout des doigts. 13 années passées au cœur de la machine, depuis l'époque où le grand public n'y voyait qu'un géant du livre, ont façonné sa manière de réfléchir, d'analyser et d'opérer. Il a vu Amazon devenir un réflexe national, un moteur de recherche à part entière, un écosystème où se joue aujourd'hui plus de 2 tiers des intentions d'achat. Il a vu les chiffres exploser, les usages basculer et les marques comprendre, parfois trop tard, que le parcours du client commence sur cette plateforme avant tout le reste. En 2019, il quitte Amazon avec Raphaël Samuel pour créer Deeploy, une agence pensée comme une unité d'élite. Un cabinet de conseil spécialisé, construit pour décoder l'algorithme, maîtriser chaque levier et accompagner les marques avec une précision chirurgicale. Deeploy, c'est 30 collaborateurs, 3 millions de chiffre d'affaires et plus de 100 marques accompagnées. Kevin sait que l'écosystème Amazon n'est pas un simple canal de vente. C'est un terrain où tout se décide en quelques secondes. Un endroit où une rupture de stock peut ruiner des mois d'efforts et où la valeur d'un produit repose autant sur la marge que sur la manière dont il est raconté. Un marché qui récompense les marques capables d'atteindre l'équilibre subtil entre prix, positionnement et visibilité. À travers Deeploy, il accompagne les marques qui veulent faire d'Amazon un vrai moteur de croissance. Il leur montre comment s'aventurer dans cette jungle pour transformer chaque fiche produit en machine à convertir. Dans cet épisode, Kevin partage son histoire, les coulisses du fonctionnement d'Amazon et l'avenir du e-commerce en France. Une plongée dans un marché impitoyable mais fascinant, racontée par l'un de ceux qui en maîtrisent tous les secrets. Bonne écoute !===========================

    The Table with Anthony ONeal
    I Gave Up Everything for My Family—Was It Worth It? (Beleaf Tells All)

    The Table with Anthony ONeal

    Play Episode Listen Later Dec 3, 2025 45:15 Transcription Available


    What does fatherhood really cost—and is it worth it? In this raw, honest conversation, Anthony O'Neal sits down with Glenn Henry (Beleaf) to talk about the sacrifices, struggles, and rewards of being a present Black father and husband. Glenn shares the real-life lessons behind his new book, “Father Yourself First,” and why leading your family starts with leading yourself. If you want to break generational cycles, build legacy, and see proof that Black dads win, this episode is for you.

    The Friendly Bear
    FBU Short Selling Fundamentals pt. 2

    The Friendly Bear

    Play Episode Listen Later Dec 3, 2025 42:42


    Marriage, Kids and Money
    Coast FIRE w/ $730k by 36 | Marko Zlatic of Whiteboard Finance (BEST OF MKM)

    Marriage, Kids and Money

    Play Episode Listen Later Dec 3, 2025 22:58


    Have you ever wondered what would change in your life if you finally reached the point where your investments could grow on autopilot even if you stopped contributing? What kind of freedom would that give your family? And what possibilities might open up if you did not have to hustle at 110 percent forever? In today's episode, Marko Zlatic from Whiteboard Finance shares how he and his wife reached Coast FIRE in their mid-thirties with over $730,000 invested. Marco breaks down the exact moves that got them there, from early investing habits to their simple index fund strategy to building a life that blends ambition with balance. He also opens up about parenting, marriage, culture, and why he believes Coast Fire is the most realistic financial independence path for families. This Best of MKM episode earned more than 40,000 YouTube views when it first aired, and for good reason. It is transparent, motivating, and packed with actionable takeaways for anyone aiming to build wealth while still enjoying life today. CHAPTERS

    Financial Sense(R) Newshour
    Dr. Ed Yardeni: Roaring 2020s Could Drive Both Gold and S&P 500 to 10,000 (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 3, 2025 3:00


    Dec 2, 2025 – Market strategist Dr. Ed Yardeni joins FS Insider's Cris Sheridan to discuss his bullish outlook, including a 10,000 target for the S&P 500 by 2029. Yardeni, known for his “Roaring 2020s” thesis, highlights strong economic and...

    Commander Cookout Podcast
    Commander Cookout Podcast, Ep 518 - Why Did the Monster Hunter Secret Lair Suck?

    Commander Cookout Podcast

    Play Episode Listen Later Dec 3, 2025 55:51 Transcription Available


    For the first time ever (we think?) Wizards has decided to 'recall' a Secret Lair. What does that mean? What does it mean for the future? Could we expect it to happen again? Armed with the press release outlining the situation, The Goons from Saskatoon get deep in Monster Hunter on CCO Episode 518.Huge thank you to our sponsors, Fusion Gaming Online. They're your source for all of your gaming needs. You can find them here: www.FusionGamingOnline.com. You want a 5% discount off all of your MTG order? Head over to Fusion Gaming Online and use exclusive promo code: CCONATION at checkout.Want your deck or topic featured on Commander Cookout Podcast? Check out the reward tiers at Patreon.com/CCOPodcast. There are a lot of fun and unique benefits to pledging. Like the CCO Discord or getting your deck featured on the show.Ryan's solo podcast, Commander ad Populum:https://www.spreaker.com/show/commander-ad-populumInterested in MTG/Commander History? Check out Commander History Podcast: https://www.spreaker.com/podcast/mtg-commander-history--6128728You can listen to CCO Podcast anywhere better podcasts are found as well as on CommanderCookout.com.Now, Hit our Theme Song!Social media:https://www.CommanderCookout.comhttps://www.Instagram.com/CommanderCookouthttps://www.Facebook.com/CCOPodcast@CCOPodcast and @CCOBrando on Twitterhttps://www.Patreon.com/CCOPodcasthttps://ko-fi.com/commandercookout

    The Unforget Yourself Show
    How You're Probably Missing Out On Great Talent with Jason Noble

    The Unforget Yourself Show

    Play Episode Listen Later Dec 3, 2025 27:06


    Today's episode features Jason Noble, founder of Noble Search Group, a recruiting business that helps small and mid-sized businesses across North America hire top Finance, Sales, and Marketing talent without the usual headaches.Through his fixed-fee, start-to-finish recruiting service, Jason takes the stress out of hiring - saving time for busy business owners who need results, not resumes.Now, Jason's journey from corporate leadership to solo founder shows how 30 years of experience can be reshaped into a smarter, leaner hiring solution that's built for today's business landscape.And while building his brand one client, one post, and one placement at a time, he's proving that solopreneurs can compete - and win - by doing things differently.Here's where you can connect with Jason:https://noblesearchgroup.com/https://www.tiktok.com/@runningrecruiterhttps://www.instagram.com/therunningrecruiter/https://www.linkedin.com/in/jnoble/________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

    The HC Insider Podcast
    Trading in Asia with Iain Lawson

    The HC Insider Podcast

    Play Episode Listen Later Dec 3, 2025 51:19


    In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do those markets differ from Europe and North America? How has the broader Asia-Pacific region fared over the last decade? And what are some of the key challenges, both market and cultural to doing there? And what might the future hold? Our guest is Ian Lawson, who's had a multi -decade career in trading and origination, including heading those functions in Singapore for the likes of BP and Mercuria and is now a senior advisor at Baringa, the management consultancy.

    Thinking Crypto Interviews & News
    SEC CHAIR PAUL ATKINS BIG CRYPTO STATEMENTS! BANK OF AMERICA TO OFFER BITCOIN INVESTING!

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 3, 2025 19:09 Transcription Available


    Crypto News: SEC Chair Paul Arkins says innovation exemption for crypto firms is coming in January and the SEC wants to open up IPOs. Bank of America Greenlights Wealth Advisers to Recommend Up to 4% Bitcoin Allocation.Brought to you by

    Thinking Crypto Interviews & News
    This Market Maker is Helping BIG Institutions BUY Crypto! with Josh Riezman

    Thinking Crypto Interviews & News

    Play Episode Listen Later Dec 3, 2025 48:54 Transcription Available


    Josh Riezman, GSR's U.S. Chief Strategy Officer, joined me to discuss how the firm is helping institutions access the crypto asset class.Topics:- Crypto market making for institutions- TradFi adoption of Crypto- Advisement of MEI Pharma in its $100M Litecoin treasury strategy- Anchoring of $100M private investment into Upexi to establish its Solana treasury strategy- Digital Asset Treasury trend - benefits, risks, etc- DATs vs ETFs

    YAP - Young and Profiting
    Kevin O'Leary: The Game-Changing Habits That Set Top Entrepreneurs Apart | Entrepreneurship | YAPLive | E376

    YAP - Young and Profiting

    Play Episode Listen Later Dec 1, 2025 76:23


    Now on Spotify video! Starting a business is brutally hard, and Kevin O'Leary is a living example of that truth. Despite early failures, he went on to build and sell The Learning Company for $4.2 billion in one of the most competitive tech markets in history. As an investor in over 50 companies, he can spot true entrepreneurs from a mile away and knows exactly what it takes to stay in the game. In this episode, Kevin exposes the harsh realities of entrepreneurship and shares the essential traits, skills, and strategies that separate successful founders from those who fail. In this episode, Hala and Kevin will discuss: (00:00) His Early Life and Path to Entrepreneurship (06:04) Kevin's Rules for Scaling Beyond $5M (14:05) Lessons From a $4.2B Business Exit (22:37) Transitioning From Operator to Investor (27:42) Managing the Highs and Lows in Business (32:32) What Makes a Successful Entrepreneur? (36:51) Rating the Traits of True Entrepreneurs (46:29) High-Performance Habits for Entrepreneurs (01:01:16) The Power of Creator Entrepreneurship Kevin O'Leary is a serial entrepreneur, venture capitalist, and television personality, best known as “Mr. Wonderful” on ABC's Shark Tank. He co-founded and built The Learning Company, which was later sold for $4.2 billion, making it one of the largest tech exits of its time. Kevin is also the Chairman of O'Leary Ventures, as well as a bestselling author, global speaker, and advocate for entrepreneurship and financial literacy. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host  Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money  Resources Mentioned: Kevin's Website: kevinoleary.com   Kevin's LinkedIn: linkedin.com/in/kevinolearyshark   Kevin's Instagram: instagram.com/kevinolearytv/?hl=en    Kevin's YouTube: youtube.com/channel  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Startup, Passive Income, Online Business, Solopreneur, Networking