Podcasts about finance expert

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Best podcasts about finance expert

Latest podcast episodes about finance expert

Karishma Konnect
Ep 126: Karishma Konnect with Rohan Bansal, Impact Investing, Strategy and Finance Expert

Karishma Konnect

Play Episode Listen Later Nov 9, 2024 33:55


In this episode of #KarishmaKonnect, meet Rohan Bansal, Impact Investing, Strategy and Finance Expert who tells me more about navigating entrepreneurship with purpose at its core and power in its approach. Hailing from India, Rohan is currently pursuing his MBA at Oxford and has over 10 years of experience across investment banking, entrepreneurship, startup strategy in AI, angel investing, private equity, and startup fundraising. I am actively involved in supporting early-stage entrepreneurs develop their startup ideas into full-fledged startups in various aspects - investor materials, perspectives, business strategy, etc. Catch the full episode across all platforms: ⁠https://linktr.ee/karikonnect⁠

The Brand Called You
Bridging Finance and Sustainability for Global Impact | Jan Raes, Climate and Circular Economy Finance Expert

The Brand Called You

Play Episode Listen Later Oct 30, 2024 38:43


Jan Raes shares his journey from IT and banking to becoming a climate and circular economy finance expert at UNEP. He discusses the intersection of finance and sustainability, the importance of authentic leadership, and the value of international experience in shaping a meaningful career. 00:31- About Jan Raes Jan is a Belgian native living in the Netherlands. He studied in locations such as Louisville, Belgium, Copenhagen, Denmark, the Netherlands, California, and Harvard. He worked for various US-based IT firms during his first 10 years of professional life. He then switched to a major Dutch bank where he worked for 20 years, and held multiple roles like the Climate and Circular Economy Expert, Change Manager, Compliance Manager, and Information Manager.  Recently he moved to UNEP, which is the United Nations Environment Program, as the climate and circular economy expert. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

This Is Ibrox
Football finance expert Kieran Maguire analyses Rangers' £17m annual loss

This Is Ibrox

Play Episode Listen Later Oct 30, 2024 40:34


Craig is joined by football finance expert Kieran McGuire and Tommy to pick out the big talking points from the publication of Rangers' annual report and accounts. They talk through everything from the headline £17.1m post tax loss to the importance of European football, the need for a successful player trading model and the positives seeds Rangers fans can take forward with them. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Healthy Parenting Handbook with Katie Kimball
44: Breaking the Cycle of Busy, Broke, and Exhausted with Brie Sodano

Healthy Parenting Handbook with Katie Kimball

Play Episode Listen Later Oct 22, 2024 42:19


Let's talk money!If you're feeling stuck living paycheck to paycheck, you're in the majority here in America - but it doesn't have to be that way!Brie Sodano is a nationally recognized Personal Finance Expert, and she does things differently – today we flip some paradigms on their heads and get a peek into Brie's wisdom and systems for money, including:The ineffectiveness of budgets and the importance of mindset in managing moneyThe worst financial advice Brie has ever heard (I bet you've heard it too!!)The interconnectedness of time, money, and energy in financial managementThe impact of college education and student loan debt on financial well-being – and how to evaluate college as an investmentThe best way for parents to build a healthy money mindset for their young childrenWhy systems work better than plans (and a few system recommendations that will make a massive difference)How to look at grocery spending, and why you might not need to cut back there!One step to take to spend less (and it's not giving up yoga class or even that Starbucks latte!)A simple habit to add to your family's life that will help you feel better about money - and it's not a financial habit!Brie is a mom just like us, with all the surprises that come with parenting - like apparently having kids makes all your forks disappear. :) She's funny and wise and a perfect person to have in your ear when it comes to thinking about money.Be sure to check out her Find Your Bleed course for more!Thank you to today's sponsor, Happsy! Check out their organic cotton mattresses at kidscookrealfood.com/Happsy. Resources We Mention for Money MindsetBrie's free Find Your Bleed seriesAll the books Brie mentioned: Rich Dad, Poor Dad, Think and Get Rich, The Science of Getting RichHere are a couple of previous interviews specifically about grocery budgets: developing a flexible grocery budget, feeding your family without going broke, and teaching kids about grocery budgetingFind Brie onlineFollow her on social media: Facebook, Instagram, YoutubeListen to her podcast: Cash Confident Kitchen Stewardship Kids Cook Real Food follow Katie on Instagram or Facebook Subscribe to the newsletter to get weekly updates YouTube shorts channel for HPH Find the Healthy Parenting Handbook at kidscookrealfood.com/podcast Affiliate links used here. Thanks for supporting the Healthy Parenting Handbook!

JOY Breakfast with The Murphys
Angelo Baronessa Finance Expert On Investments

JOY Breakfast with The Murphys

Play Episode Listen Later Oct 5, 2024 10:22


Brett, Tim and Nige chat with Angelo Baronessa about how to safely grow those investments. Get in touch with Angelo for your financial advice needs at http://www.divergentwealth.com.au The post Angelo Baronessa Finance Expert On Investments appeared first on JOY Breakfast.

Home Health 360: Presented By AlayaCare
Top trends shaping M&A in home-based care: Insights from finance expert Mark Patterson

Home Health 360: Presented By AlayaCare

Play Episode Listen Later Oct 3, 2024 24:13 Transcription Available


In this episode, healthcare finance expert Mark Patterson shares key insights into the ever-evolving world of mergers and acquisitions in home-based care. Drawing upon his time as CFO for home healthcare companies and more than 30 years of experience, Mark discusses top trends that are reshaping the market, including the growing demand for integrated care models that combine skilled and unskilled services and surging investor interest driving fierce competition among buyers. With interest rates stabilizing and regulatory changes on the horizon, agencies must focus on prioritizing and demonstrating streamlined processes, scalability, and high quality of care to attract potential buyers. Mark emphasizes how leveraging advanced technology and developing strong operational metrics will not only lead agencies to thrive but will also become key capabilities to attract potential buyers in the future.Related resources:Podcast: Mastering the art of home-based care mergers, acquisitions, and integration with Jen LentzPodcast: The business of mergers and acquisitions in home care with Robinson + ColeBlog: 4 growth strategies for home care agencies from industry expertsBlog: Key performance indicators – The power of data in home careBlog: 4 ways to improve home care inefficiencies with technologyAlayaLabs: Transforming healthcare with AI-powered predictive toolsIf you liked this episode and want to learn more about all things home-based care, you can explore all our episodes at alayacare.com/homehealth360.

The Bitcoin Layer
EXPLAINING BITCOIN To Finance Expert Michael Howell

The Bitcoin Layer

Play Episode Listen Later Sep 27, 2024 203:26


In this extensive educational video explaining bitcoin, Michael Howell joins Nik Bhatia and The Bitcoin Layer as a student this time instead of as our liquidity teacher. In Part 1, Nik dives into bitcoin's history as Michael inquires whether bitcoin is better described as an asset or as money. Part 2 continues with a deep dive into hashing, mining, and bitcoin's blockchain architecture. Michael grasps key cryptography concepts essential to comprehending bitcoin's uniqueness. In Part 3, Nik brings the newly established concepts around hashing and mining to teach Michael why bitcoin's supply will never exceed 21 million, how bitcoin's network prevents malicious attacks, and why bitcoin can't be controlled by banks or governments. This video is perfect for anybody looking for a detailed introduction into both bitcoin's technology and economics. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don't pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL's research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 863119 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #BitcoinEducation #Hashing #Networks #NetworkEffect #POW #BitcoinMining #Algorithm #Sha256 #BitcoinTransactions #Cryptography #BitcoinLearning #MichaelHowell #BitcoinProtocol #BitcoinHistory #BitcoinExplained #BitcoinAsset #BitcoinMoney #DecentralizedBitcoin #BitcoinVsBanks #BullishOnBitcoin #BitcoinPodcast #LearnBitcoin #WhatIsBitcoin #BitcoinSeries #UnderstandingBitcoin #BitcoinFundamentals #BitcoinEconomy #BitcoinTechnology #BitcoinDiscussion #BitcoinFuture #BitcoinAdoption #BitcoinNetwork #BitcoinValue #BitcoinRevolution #BitcoinInnovation #BitcoinForBeginners #BitcoinInsights #BitcoinBreakdown #WhyBitcoin #BitcoinAnalysis #BitcoinMarket #BitcoinExpert #BitcoinKnowledge #BitcoinCommunity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

Drive with Jim Wilson
Finance expert breaks down today's CPI figures

Drive with Jim Wilson

Play Episode Listen Later Sep 25, 2024 3:26


Creditor Watch Anneke Thompson joins Chris O'Keefe to discuss today's CPI figures.See omnystudio.com/listener for privacy information.

Afternoons with Deborah Knight
Afternoons Finance

Afternoons with Deborah Knight

Play Episode Listen Later Sep 18, 2024 13:19


Blake Wendt, Finance Expert joined 2GB Afternoons. See omnystudio.com/listener for privacy information.

Career Catastrophes
Career Catastrophes | Tayo Oguntonade, TV Presenter, Property & Finance Expert

Career Catastrophes

Play Episode Listen Later Sep 16, 2024 24:13


In episode 4 of Career Catastrophes, we chat to Tayo Oguntonade.Banker and financial expert turned property guru and content creator. Known for hosting BAFTA winning content on Channel 4, Tayo's core purpose is to help people and create jobs. He gives us his tips for career success and fulfilment.

Property Profits Real Estate Podcast
Unlocking Real Estate Wealth: Finance Expert Turned Investor & Developer with Jake Rosenau

Property Profits Real Estate Podcast

Play Episode Listen Later Sep 6, 2024 25:56


Join us on this episode of Property Profits Podcast as Bryce Kaminsky chats with Jake Rosenau about his exciting shift from finance to becoming a successful real estate investor and self-storage developer. Discover how Jake and his wife made the leap into real estate, the challenges they faced, and how they're now managing multiple million-dollar self-storage facilities. If you're curious about self-storage investment or thinking about making a similar career change, this episode is packed with insights and personal experiences that could guide your next big move. Tune in to hear all about Jake's journey and get some valuable tips!   ================================== Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

The Ranveer Show हिंदी
Biggest Suggestion For Finance Minister & BJP - From Top American Finance Expert

The Ranveer Show हिंदी

Play Episode Listen Later Sep 6, 2024 5:34


पूरा Podcast यहाँ देखें: https://youtu.be/tc5kpxNzucU?si=smF9hPilYO5oFDv3 BeerBiceps SkillHouse का Course Join करने के लिए यहाँ CLICK करें : https://bbsh.io/podcasting-101 BeerBiceps SkillHouse को Social Media पर Follow करे :- YouTube : https://www.youtube.com/channel/UC2-Y36TqZ5MH6N1cWpmsBRQ Instagram : https://www.instagram.com/beerbiceps_skillhouse Website : https://bbsh.in/trshindi-launch-cpyt For any other queries EMAIL: support@beerbicepsskillhouse.com In case of any payment-related issues, kindly write to support@tagmango.com Level Supermind - Mind Performance App को Download करिए यहाँ से

Unconventional Life with Jules Schroeder
Ep406: Scaling Success Across Industries with Finance Expert, Restaurateur, and Creative Entrepreneur David Steele

Unconventional Life with Jules Schroeder

Play Episode Listen Later Aug 12, 2024 19:08


David Steele is the founder and CEO of One Wealth Advisors, a firm dedicated to helping people simplify their lives and achieve their financial goals through Financial Life Planning. In addition to his role at One Wealth Advisors, David serves as the founder and Executive Chairman of Flour + Water Hospitality Group and as Managing Partner of Great Gold Hospitality Group. David is deeply connected to the arts and entertainment industries, particularly through his work as Managing Partner of Noise Pop. He is also a mixed media/collage artist, a producer of several plays, and a playwright. David is an avid supporter of local arts and cultural organizations, evidenced by his board membership at Playground, a non-profit playwright incubator, and his advisory role at Zero Food Print, an organization that collaborates with restaurants worldwide to combat climate change. While David's diverse background may suggest unrelated interests, he consistently applies the same disciplined approach to all his endeavors. This approach involves working collaboratively with partners and team members, setting clearly defined goals, developing and executing strategic plans to achieve those goals, and continuously monitoring results to ensure success. More of David: Website: davidsteele.xyz Read the Book: The Art of Happiness LinkedIn: @david-steele

Split Zone Duo
We asked Substack's best finance expert to explain this private equity thing

Split Zone Duo

Play Episode Listen Later Jul 30, 2024 44:03


runs the biggest financial newsletter on Substack, explaining money and markets to a quarter-million subscribers every week. Alex Kirshner, a skeptic of private equity money in college sports, asks Doomberg a bunch of questions about why institutional money is poised to come to college football, what it will mean, and who it will benefit. Production: Anthony Vito.  This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.splitzoneduo.com/subscribe

Dostcast
Finance Expert on Budget 2024, Tax Regime, Stock Market, and Mutual Funds | Dostcast w/ Monika Halan

Dostcast

Play Episode Listen Later Jul 23, 2024 87:57


You can buy her book here: https://amzn.in/d/098B9PAN Monika Halan is a writer, financial journalist, and personal finance expert. She is the founder of Dhan Chakra Financial Education and the best-selling author of the book "Let's Talk Money." She is the Chairperson of the SEBI Advisory Committee for the Investor Protection and Education Fund. Monika has public policy experience, having worked with the Government of India as an advisor to the Swarup Committee in 2009. She is known for making complex financial topics easy to understand. She often appears on TV and in newspapers, giving advice on how to handle money wisely. In this episode, Vinamre and Monika talk about: - The tax regime in India, the positive signals of the budget in India - Different tax slabs in long-term and short-term capital - Why SEBI is important, the purpose of inflation, mutual funds, and how they work - Why people overspend, why women in India prefer buying gold - The possibility of a crypto revolution in India and emergency funds If you are interested in knowing more about the budget in India, this episode is for you. Timestamps: 0:00 - Introduction 1:00 - What prevents Indians from talking about money 6:33 - Why do Indian women buy gold? 9:55 - Problems in joint families 14:48 - Views on joint assets 18:55 - How can you start the money conversation in your home 24:38 - Problems with KYC 28:41 - Authentication through DigiLocker 31:44 - Is there a place for the crypto revolution in India? 41:35 - The correct ways to invest 50:25 - How do people start mutual funds? 54:45 - The SSS Framework 57:25 - How much should you save? 59:10 - Your data might get leaked 1:01:25 - Emergency funds and where to store them 1:03:58 - Positive signals of the budget in India 1:08:00 - Why do people overspend? 1:12:15 - How can you upscale your earning? 1:14:00 - The purpose of inflation 1:19:14 - The impact of inflation on our daily life 1:23:40 - When should you book the profit? 1:24:55 - Her relationship with money 1:26:37 - Conclusion ==================================================================== This is the official channel for Dostcast, a podcast by Vinamre Kasanaa. Connect with me LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/ Instagram: https://www.instagram.com/vinamrekasanaa/ Twitter: https://twitter.com/VinamreKasanaa Dostcast on Instagram: https://www.instagram.com/dostcast/ Dostcast on Twitter: https://twitter.com/dostcast Dostcast on Facebook: https://www.facebook.com/profile.php?id=61557567524054 ==================================================================== Contact Us For business inquiries: dostcast@egiplay.com

The Coaching Conversation
The Myth of Bigger is Better with Josh Keegan

The Coaching Conversation

Play Episode Listen Later Jul 8, 2024 30:28


Josh Keegan is a Finance Expert and Chartered Accountant from Ultimate FD who helps entrepreneurs and SMEs restructure their businesses for time and money. If you're an entrepreneur looking to create growth in your business then this is a must-listen - but don't be fooled, Josh explains why bigger isn't necessarily better!Duration: 30:28Connect with Josh:Website: ultimatefd.co.ukLinkedIn: linkedin.com/in/joshua-keeganDownload Josh's Free E:Book: ultimatefd.co.uk/small-business-big-profit Website: www.theexecutivemindset.co.ukEmail: theexecutivemindset@sagegreen.comFollow us:LinkedIn: @TheExecutive MindsetFacebook: @ExecutiveMindsetCoachingTwitter: @TheExecMind

Pineland Underground
Money is a Weapon | Brig. Gen. Dudley—the Counter Threat Finance expert in the U.S. Army

Pineland Underground

Play Episode Listen Later Jul 1, 2024 56:27


Trailblazer does not begin to define Brigadier General Sara Dudley, who is truly undefinable. Finance officer by trade, Brig. Gen. Dudley is the Counter Threat Finance expert currently serving within the United States Army. From deployments in the Middle East to serving within the Special Operations Command, Brig. Gen. Dudley is a true testament to dedication to service, a true voice within the Department of Defense, and an absolute innovator. About our guest:Brigadier General Sara Dudley was commissioned in 1998 as a Second Lieutenant in the U.S. Army Finance Corps. Prior to her current assignment in U.S. Army John F. Kennedy Special Warfare Center and School (USAJFKSWCS), she served in the Army Budget Office as the Director, Operations and Support within the Army Secretariat. Before heading to that position in the Pentagon, she held the position of Chief of Staff, U.S. Army Special Operations Command (USASOC). Also within USASOC, she held the position as the Deputy Chief of Staff, Comptroller. About the hosts:Maj. Ashley "Ash" Holzmann is an experienced Psychological Operations Officer serving in the re-established PSYWAR School at the United States Army JFK Special Warfare Center and School.Sgt. Maj. Derek Riley is one of the most experienced Civil Affairs Non-commissioned Officers in the Army Special Operations Regiment. He has incredible deployment experience and serves within the Civil Affairs Proponent at the United States Army JFK Special Warfare Center and School. From the episode:Brig. Gen. Dudley's official bio:https://www.swcs.mil/Portals/111/DUDLEY_bios_Current_JAN2024.pdfRead more about the Money As A Weapon System (MAAWS) Concept:https://www.dau.edu/sites/default/files/Migrated/CopDocuments/MAAWS%20CJTF%20OIR%20Final%2010202017.pdfRead more about Army Financial Management and Comptrollers:https://www.asafm.army.mil/North Korea may have sub-contracted with multiple animation studios:https://www.reuters.com/world/asia-pacific/north-koreans-may-have-helped-create-western-cartoons-report-says-2024-04-22/Joint Knowledge Online Courses for Counter Threat Finance (for those with Common Access Card):https://jkosupport.jten.mil/html/COI.xhtml?identifier=SOC-CTFShe has written about the application of Counter Threat Finance in her article about engaging in conflict beyond Direct Action approaches:https://www.thekcis.org/publications/insight-13She has also been featured in other discussions on other podcasts discussing digital assets and national security:https://www.youtube.com/watch?v=47zJEqsnFq4She has also been interviewed throughout her career. Here is an article from when she was still a Lt. Col., making an impact wherever she was assigned:https://www.army.mil/article/185720/finance_officer_recounts_how_life_lessons_have_made_a_difference Army Special Operations Recruiting:SOF Recruiting Page (soc.mil)https://www.soc.mil/USASOCHQ/recruiting.html GoArmySOF Site:https://www.goarmysof.army.mil/ The Official Podcast of the United States Army Special Warfare Center and School!USAJFKSWCS selects and trains all Army Special Forces, Civil Affairs, and Psychological Operations soldiers. Please visit our website at: https://www.swcs.milBe sure to check us out and follow us at:https://www.facebook.com/jfkcenterandschoolhttps://www.instagram.com/u.s.armyswcs/https://www.youtube.com/c/USAJFKSWCS/videosPlease like, subscribe, and leave a review! And if you enjoyed this, become a member of the underground by sharing with at least one other person. Word-of-mouth is how movements like this spread.

Forest Fan TV
Nottingham Forest are NOT Safe Yet on PSR! Update with Finance Expert Kieran Maguire! | Forest News

Forest Fan TV

Play Episode Listen Later Jun 28, 2024 20:23


In this exclusive video, we bring you the latest developments surrounding Nottingham Forest's PSR situation and the potential for a 2nd breach of the Premier League rules. Join us as we delve into the situation, providing a comprehensive update on the ongoing situation and discuss the potential outcome for Forest regarding recent transfers of Niakhate and Mangala. We gained valuable insights from renowned Football Finance Expert Kieran Maguire, who provides his expert analysis on Nottingham Forest's situation. Discover the financial implications, potential effects on the club spending power this summer, and how this incident fits into the broader landscape of football finance. With new financial rules coming into play this season, known as the "anchor" system, how will this impact Nottingham Forest, and their ability to purchase players this summer and in the winter transfer window. We Get Kieran's thoughts on the new Premier League anchor system and if it will benefit Forest in the long-term. Let us know your thoughts on what Kieran Maguire had to say and who you think is to blame for the PSR situation at Nottingham Forest, also don't forget to LIKE and SUBSCRIBE to Forest Fan TV. Follow Kieran Maguire on X - https://twitter.com/KieranMaguire Listen to his podcasts - https://priceoffootball.com/ #nffc #nottinghamforest #premierleague Learn more about your ad choices. Visit podcastchoices.com/adchoices

Home Care Heroes and Day Service Stars
Finance Expert explains how to ensure Business and Owner Success

Home Care Heroes and Day Service Stars

Play Episode Listen Later Jun 24, 2024 27:26 Transcription Available


Carla Titus is an experienced Chief Financial Officer (CFO) with a strong passion for home care and day services based on her experience attaining the best possible care for her aging father-in-law.  One of her specialties with home care entrepreneurs is making sure that they are personally successful.Some of the key topics covered in the episode are as follows:The importance of bookkeepingHow to read your statements to understand the state of your businessThe difference between revenue and cash flow (in other words how to manage the delay between the time that you earn income and receive payment)Ways to deal with financial shortcomingsGoal setting and trackingLeading and Lagging indicatorsCarla's company is called Wealth and Worth Within. They offer a newsletter and lots of educational content on Facebook, Instagram and LinkedIn.  Carla also offers free initial consultations for agencies who are looking for a fractional CFO.Home Care Heroes and Day Service Stars is produced and sponsored by Ankota - If you provide services that enable older or disabled people to continue living at home , Ankota can provide you the software to successfully run your agency. Visit us at https://www.ankota.com. 

Evolvepreneur®  (After Hours)
EPS08:007 [Lawrence Petruzzelli] ​​​​​​​Why Every Business Needs a Top-Notch Accountant: Insights from a Finance Expert

Evolvepreneur® (After Hours)

Play Episode Listen Later Jun 17, 2024 22:10


Welcome to the Evolvepreneur (After Hours) Show I am your Special Host Richard Wray Join me today where we dig deep with our guests and get you the best concepts and strategies to fast-track your business. My very special guest today is Lawrence Petruzzelli ... Lawrence Petruzzelli is a leading tax and business advisor in Australia who aims to educate his clients on tax concepts and strategies. He emphasizes the importance of long-term planning and working closely with clients to understand their goals. Lawrence highlights common mistakes entrepreneurs make when trying to handle taxes on their own, such as using automated software incorrectly or failing to properly register for tax obligations. He advises new business owners to start as a sole trader, open a separate business bank account, and utilize free online resources before seeking professional advice. Lawrence shares a success story of helping a young ecommerce entrepreneur significantly improve profitability and position the business for a multimillion dollar sale.

Kings of Anglia - Ipswich Town podcast from the EADT and Ipswich Star
KOA exclusive: Football finance expert Kieran Maguire on what promotion will mean for Ipswich Town

Kings of Anglia - Ipswich Town podcast from the EADT and Ipswich Star

Play Episode Listen Later Jun 4, 2024 35:42


As Ipswich Town prepare to return to the Premier League after 22 years away, Alex Jones chats to football finance expert Kieran Maguire in a KOA exclusive. Maguire discusses how competitive the Blues could be in the transfer window while looking at the financial boost that will benefit all aspects of the club and the local community - as well as Kieran McKenna's new contract! You can shop the KOA range here - Kings of Anglia | Spreadshop (kings-of-anglia.myspreadshop.co.uk) Kings of Anglia is sponsored by Manscaped. Get 20% OFF @manscaped + Free Shipping with promo code KOA at MANSCAPED.com

The Future of Insurance
The Future of Insurance – Festus William Amoyaw, Co-Founder & CEO, Figtech & InsurTech Ghana

The Future of Insurance

Play Episode Listen Later Jun 4, 2024 26:51


Festus William Amoyaw started his career with Amex International Incorporated, a contractor for the USAID in Ghana Trade & Investment Reform Programme, Increased Private Enterprise Performance (IPEP) Component Project as a Market Research and Business Development Assistant. He subsequently worked in an indigenous Ghanaian Financial Institution, HFC Bank (Republic Bank), as a Credit Analyst focusing on Small and Medium Enterprises. In the last decade, he has gathered considerable experience in private equity and impact investment. He worked with GroFin Ghana, a subsidiary of GroFin Capital based in Mauritius, as a Business Development Manager and, subsequently, a Portfolio Manager. He also briefly worked as Investment Officer with Investisseur & Partenaires (I&), a Paris-based Fund Manager of I&P Afrique Entrepreneur Fund of Euro 55 Million in the Ghana Office. From I&P, he moved on to work at Acumen as the West Africa Officer, where he sourced for deals, conducted due diligence and closed various transactions. In 2018 he joined the Regional Offgrid Electrification Project (ROGEP), an Ecowas Center for Renewable Energy and Energy Efficiency (ECREEE) initiative funded by the World Bank Group and partners as a Finance Expert. He also acted as the Coordinator for ROGEP before joining WAM. He has worked as a Principal Investment Officer with Women's World Banking Asset Management (WAM) and Consultant for Lendahand and XpressGas Limited. Currently, he is the CEO/Co-Founder of Figtech Limited, a Fintech startup company in Ghana. Fintech has developed an App, MYFIG, to solve the challenges many faces in navigating various financial products. He graduated from Kwame Nkrumah University of Science and Technology, Kumasi and the University of Ghana Business School in Agriculture Economics and a Masters in Business Administration, respectively. He is a Certified Digital Finance Expert from the Frankfurt School of Finance and Management. Highlights from the Show Festus started working about 3 years ago on the issue of people in Africa having enough financial protection for retirement or to protect their families, and penetration rates of traditional life insurance products are very low Africa has seen the adoption of mobile payments, even on feature phones instead of smart phones, but that's largely not moved into financial services spending so much as general consumption All of this lead him to co-found Figtech, which is a platform to manage your insurance protection Life insurance is sold by individuals in Africa, but these agents don't tend to stand behind or support the policies after they're sold, so consumers struggle with basic things like updating their address (which requires going to the insurance company's office to change it in person) There are changes needed in the insurance market and regulation of it to see more penetration of insurance Some regulators have been creating more flexible paths for startups and new players to enter the market and grow For example, creating digital distribution licenses They've also allowed for creation of microinsurance that comes along with or is embedded into other products, like insurance you get when you buy more airtime minutes for your mobile phone Figtech was part of the first regulator-organized startup competition three years ago, and that experience helped spark Festus to push to create an insurtech community in Ghana, starting InsurTech Ghana They've been working with other InsurTech communities around the world, and started the first ever InsurTech Ghana conference in 2023, which they're holding again this year Africa is where a lot of new ideas of coverage and ways to protect people are being developed, and we would be smart to foster and watch what's happening there as a source of possible future product innovation ideas for the global insurance market This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

The Agents Angle - The World's Premier Football (Soccer) Agent Show
Football Finance Expert gives Expert Insight on Agent Matters - Is the Increasing Dependence on Agents by Managers, Coaches and Clubs a Worrying Trend? - Agent Pockets 1m for Messi's Signature.

The Agents Angle - The World's Premier Football (Soccer) Agent Show

Play Episode Listen Later Jun 2, 2024 55:22


'The Agents Angle' is joined by Football Finance 'guru' and co-host of the 'Price of Football' podcast Kieran Maguire, with his expert insights, thoughts, and observations on the football agent world from a finance perspective - as well as how new football finance matters affect agents. As many football seasons around the world come to a close, and with the imminent opening of many football 'transfer windows', the so called 'silly season' begins with much speculation and rumour. So with this, 'The Agents Angle' examines whether the involvement of agents in transfer strategy for clubs distorts the transfer system. Plus, the show investigates whether an increasing involvement of agents in the recruitment of managers and coaches by clubs may prompt concerns for unhealthy 'conflicts of interest'. Whilst one agent reportedly 'pockets' 1 million from Lionel Messi's signature on a napkin, another coach and agent find themselves in dispute with a club over a contract signed hurriedly in a hospital car-park. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EMAIL : ⁠⁠questions@theagentsangle.com⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SUPPORT THE SHOW via KoFi ====== SHOW RUNNING ORDER : (01:12) - Start of 'Silly Season' & Speculation. > (01:54) - A Busy Managerial 'Merry Go Round'? & Are Football Directors Growing Stars? > (03:51) - Increased Agent Influence on Transfer Market, Manager Recruitment & Closer Ties with Managers, > (13:08) - Guest Interview - @Kieran Maguire - Football Finance & Agents : > (14:33) - Do Agents Really Result in 'Money Leaving Football'? > (17:55) - The Financial Cases for FIFA & Agents in the FFAR Dispute. > (25:06) - The Effect of a 'Cap' on Agent Fee's on Finances & Behaviour in Football. > (29:59) - Wage Caps & Cost Controls in Football > (31:54) - Is Auditing Agent Commissions Over 'Capping' More Feasible? > (33:27) - Lack of Clarity in Premier League 'Anchoring' and Agent Fees. > (36:43) - Approach to Football Agent Finances Around the World. > (41:34) - Agents and Agencies, Both Large and Small Are Facing Financial Challenges. > (43:48) - A Lack of 'Good Faith' in The FFAR Dispute Meant No Place for Mediation. > (45:17) - Quick Takes: > (45:38) - South African Football Dispute Over a Contract Signed in a Car Park. > (47:17) - Agent Pockets One Million for Messi's Signature on a Napkin. > (48:17) - AI & Blockchain Influence on Agent Business in the Future. > (49:07) - £5 Million Bonus, Even AFTER a Player Has Retired. > (51:02) - Important Agent Feature 'On Hold' for the Next Episode, PLUS Your Questions Answered. > (52:28) - Football Agent Related Events & Notices. > (53:15) - BREAKING NEWS - Another FFAR Suspension (Argentina). > (54:42) - Disclaimer. > ====== RELATED LINKS : Price of Football - Podcast Price of Football - Book ====== FEATURED ARTICLES : ⁠Key questions around the latest Premier League agent fees⁠ ‘Pitso signed first Sundowns contract at hospital's parking lot' Lionel Messi napkin sells for nearly $1 million in auction - but there's a twist Chelsea to land £5m Eden Hazard bonus despite player's retirement ⁠Football Evolution Towards 2050⁠ FLC AFRICA 2024 Danish Football Conference 2024 Argentina FFAR Decision Agent - Manager References : 1a - 1b - 2a - 2b - 2c - 3 ===== SHOW LINKS: ⁠⁠⁠⁠SUPPORT THE SHOW via KoFi⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EMAIL : ⁠⁠questions@theagentsangle.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠WEBSITE : ⁠⁠⁠⁠⁠⁠www.theagentsangle.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter (X)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ====== CREDITS : Theme Music : Agent Red by Abbynoise Music from #Uppbeat : https://uppbeat.io/t/abbynoise/agent-red

The BradCast w/ Brad Friedman
'BradCast' 5/29/2024 (Encore: Campaign finance expert Craig Holman on shocking new FEC disclosure rule)

The BradCast w/ Brad Friedman

Play Episode Listen Later May 29, 2024 57:30


Don't Waste the Chaos
Episode 19: Small Business Finance: Expert Advice from a CPA

Don't Waste the Chaos

Play Episode Listen Later May 21, 2024 51:28


In this episode, Kerri Roberts, 20+ year HR Pro, is joined by Rebecca Knipp, Founder + CEO of Optimized CFO + Controller Services. They tackle the topics of business financials, the difference between budgeting or business planning, what small business owners need to know when it comes to their money, and much more. Tune in to hear: Common financial pitfalls for small businesses and how to avoid them Effective cash flow management tactics Risks of relying too heavily on external funding or debt financing Resources mentioned: Wanting to connect with Rebecca and her team at Optimized CFO + Controller Services? Visit https://www.optimizedcfo.com/ and be sure and tell them Kerri sent you. Looking for a new daily vitamin? Get GEM: go to dailygem.co and use code GEM-A-KERRIROBERTS for money off your first order. Gearing up for employee performance reviews? Grab our free five-point rating scale: https://www.saltandlightadvisors.com/five-point-rating-scale Join our weekly newsletter: HR and Operations insights for business professionals: https://www.saltandlightadvisors.com/contact Women looking to expand professionally and personally: https://www.saltandlightforwomen.com/contact Connect on IG: https://www.instagram.com/saltandlightadvisors https://www.instagram.com/saltandlightforwomen https://www.instagram.com/dontwastethechaos

Dreaming Out Loud With Morgan T Nelson
297. Lloyd Ross - Top 1% Finance Expert Reveals How To Avoid The Coming Crash

Dreaming Out Loud With Morgan T Nelson

Play Episode Listen Later May 5, 2024 60:45


"Wealth has got nothing to do with private school. It's got to do with how you handle money." - Lloyd Can money buy happiness?  Join me in this episode as Lloyd Ross sheds light on how money can indeed bring joy when earned through passion and used for impactful causes. Learn about the importance of establishing emergency funds for financial independence and avoiding debt pitfalls. Delve into wealth-building strategies, where Lloyd advocates for diversified investments, cautioning against biases. He also highlights the crucial role of financial education in shaping future prosperity and warns against the unpredictability of crypto trading. Tune in as Lloyd shares insights on investing in education and skills development for enhanced earning potential and personal growth. Episode Highlights: 00:00 - Episode trailer 03:33 - The True Meaning of Wealth 06:32 - How does money actually buy happiness 09:49 - How Behavior Shapes Your Financial Reality 14:42 - Conquering Investment Fear 18:41 - Why Starting a Business is Key 21:23 - Understanding Risk 25:21 - Unveiling Investor Biases: Understanding the Sunk Cost Fallacy 30:04 - Confirmation Bias: The Hidden Influence on Decision-Making 37:19 - Private vs. Public Schools: Debunking the Myth of Success 41:36 - Cultivating a Wealth Mindset in Children 45:20 - The Utility Debate in Cryptocurrency 56:07 - Investing 101: Where to Put Your First $5000 Want to come to spend 2 full days with me alongside a lineup of other incredible speakers and like-minded people? Dream Fest is back this year in September and you can join the wait list right now for free to be first notified and get the cheapest prices tickets when they drop. Drop your details here to get on the waitlist https://dreamfest2024.com/waitlist Become a globally recognized Trainer and Speaker in just 90 days! https://www.speaktoleadblueprint.com/speaktoleadblueprint Want to manage your life the same way that helped me make $1 million by 28 and travel the world at the same time? Grab my FREE one-page Life By Design productivity planner below http://planner.morgantnelson.com/planner1page About my guest: Lloyd James Ross serves as the Founder of Money Buys Happiness LLC, a prominent company specializing in financial education, coaching, and engaging events. With a remarkable track record of entrepreneurial success spanning various industries, Lloyd has attained the highest echelons in both network marketing and digital marketing. He is celebrated as a 2-Comma Club Award Winner by Clickfunnels.com and holds the distinguished title of Legacy Club Millionaire with Isagenix LLC. Moreover, he is the esteemed host of the critically acclaimed podcast, "Money Grows On Trees," which boasts over one hundred 5-star reviews and aims to achieve one million downloads by the end of 2024. Lloyd is a seasoned international platform speaker, captivating audiences of 7,000+ worldwide with his inspiring keynote presentations. Beyond his professional endeavors, Lloyd is a devoted husband to his beloved wife Alisha and a proud father of a charming sausage dog named Elvis. During his leisure moments, he immerses himself in writing books, globetrotting, and skillfully managing a personal multi-million-dollar share portfolio. Connect with Lloyd Instagram: https://www.instagram.com/lloydjamesross/ Podcast: https://podcasts.apple.com/nz/podcast/money-grows-on-trees-the-podcast/id1576285789 For more insights into Lloyd's world, explore his latest book at https://moneybuyshappinessbook.com/order-form-608293311699033990966 Join the Dream Out Loud Facebook Community https://bit.ly/2RSBKVF Follow me on Instagram here https://www.Instagram.com/morgantnelson Subscribe to my YouTube channel https://www.youtube.com/@morgantnelson

Heels, Handbags & Hustle with Rachel
Wealth Wisdom with Andreea Muresan

Heels, Handbags & Hustle with Rachel

Play Episode Listen Later Apr 18, 2024 56:01


Andreea Muresan shares her journey from Romania to the US, her interest in finance, and the importance of making money matter.  In this sweet episode, my Friend and I talk about how to avoid the comparison trap and find fulfillment beyond material possessions. Andreea also discusses the importance of protecting one's energy and time, especially in the age of social media.  She provides advice for managing money and investments, and highlights the significance of discipline in money management.  In this conversation, we also uncover the importance of discipline and building habits, thinking long term, inviting God into decisions, recognizing the need for God's guidance, finding forgiveness and letting go, taking responsibility for your life, and getting up and moving forward.  Andreea is an Entrepreneur, Finance Expert, Speaker and co-founder of Rein & Co- the only community helping women build legacy wealth through financial education and investment opportunities, resulting in time and financial freedom. She also has a Podcast entitled "The Heart of Worship". Listen to her show HERE. Learn more about Andreea HERE. Subscribe to my YouTube channel, so you can watch all the episodes Live HERE. This episode is sponsored by EARPware- revolutionize the way you do business through the power of automation technology. Say goodbye to juggling multiple roles and embrace a streamlined approach to scaling your business. EARPware offers comprehensive, one-and-done services designed to propel your business to new heights. From client management to brand amplification, calendar bookings, lead generation, email and text campaigns, and beyond – they've got you covered. Learn more HERE.

Nottingham Forest podcast
Finance expert delivers a SIMPLIFIED breakdown on Forest's points deduction

Nottingham Forest podcast

Play Episode Listen Later Mar 27, 2024 44:02


Max Hayes and Sarah Clapson are joined by Robert Matusiewicz, a financial expert who helps us deep dive into Forest's PSR breach, and whether the club were right to appeal.

Ask a Doctor - What Your Doctor Wants You to Know with Dr. Virgie
"Ask Questions, Save Money" with Finance Expert Matt Schulz

Ask a Doctor - What Your Doctor Wants You to Know with Dr. Virgie

Play Episode Listen Later Mar 21, 2024 60:00


In this special episode, personal finance expert and debt specialist Matt Schulz talks about his must-have money manual, Ask Questions, Save Money & Make More - How to Take Control of Your Financial Life, gives you real-life scripts to use to save the most money on medical bills and pharmacy prescriptions, and warns about a disturbing trend that's extra-profitable for large medical service providers but super-dangerous to your financial future and well-being.

Ask a Doctor - What Your Doctor Wants You to Know with Dr. Virgie
"Ask Questions, Save Money" with Finance Expert Matt Schulz

Ask a Doctor - What Your Doctor Wants You to Know with Dr. Virgie

Play Episode Listen Later Mar 21, 2024 60:00


In this special episode, personal finance expert and debt specialist Matt Schulz talks about his must-have money manual, Ask Questions, Save Money & Make More - How to Take Control of Your Financial Life, gives you real-life scripts to use to save the most money on medical bills and pharmacy prescriptions, and warns about a disturbing trend that's extra-profitable for large medical service providers but super-dangerous to your financial future and well-being.

Art of Vibrant Living
EP 32: Finance Expert & Coach Joel Salomon on The Art of Vibrant Living Show

Art of Vibrant Living

Play Episode Listen Later Mar 4, 2024 60:35


Joel is a Finance and Mindful Money Expert and Master Prosperity Coach who helps others overcome obstacles standing in the way of their financial freedom. He's an award-winning TEDx speaker, workshop facilitator and frequent television and podcast guest who has been quoted in the Wall Street Journal, Newsday, U.S. News and World Report, and interviewed in Forbes and on Bloomberg Radio. As manager of a $700 million portfolio, the creator of his own successful hedge fund and the author of three best-selling books: Infinite Love and Money, The 9 Money Rules Millionaires Use and Mindful Money Management, Joel is an expert in the field of finance and the mindset of money.   As a hedge fund manager, Joel's company, SaLaurMor Capital generated more than $1.5 million in revenues. And as a Prosperity Coach, Joel's individual and Money Miracles Membership clients have manifested more than $5.21 million. Just as he teaches in his books and seminars, the true foundation of wealth and financial freedom is a mindset of abundance, self-worth, gratitude, love and service. For more information, please visit: https://www.salaurmor.com/   Watch The Art of Vibrant Living Show LIVE! - Did you know that this "podcast" is actually a LIVE video show?  Register (completely SPAM-Free) to receive automated announcements whenever we go live.  Then simply click and engage.  We welcome your questions and real-time participation.  Go to http://ryps.tk/avl-register and register (free) now!

Squats and Margaritas
Finance expert Kortney Murray discusses business finance for entrepreneurs and her recent weight loss

Squats and Margaritas

Play Episode Listen Later Feb 26, 2024 51:55


Finance expert Kortney Murray discusses business finance for entrepreneurs and how she recently lost 46 pounds by shifting her mindset! Learn more about your ad choices. Visit megaphone.fm/adchoices

The School of Greatness with Lewis Howes
The Finance Expert: Simple 6 Step WEALTH Formula ANYONE Can Use To Become a MILLIONAIRE! | Jaspreet Singh

The School of Greatness with Lewis Howes

Play Episode Listen Later Feb 23, 2024 58:05


Today, finance expert Jaspreet Singh dives into the world of financial responsibility, mindset shifts for wealth building, and the art of savvy investing. Lewis and Jaspreet unpack complex financial concepts using everyday language and relatable personal examples. From the importance of knowing the difference between active and passive investing to the power of digging deep into research before making financial moves, they keep it real and engaging. They explore the highs and lows of forging a different path and the importance of staying educated and aware.But it's not all serious talk! They also delve into practical tips for managing credit card debt, maximizing savings, and building a solid financial foundation.In this episode you will learnThe fundamental difference between active and passive investing and how each strategy can impact your financial future.Tips for managing credit card debt and leveraging credit card benefits to your advantage.The power of strategic savings and how to build a strong financial foundation for long-term success.Insights into the world of real estate investing, including the challenges, rewards, and potential future trends in interest and mortgage rates.The importance of mindset shifts for financial success and how cultivating a proactive attitude can transform your approach to wealth building.For more information go to www.lewishowes.com/1579For more Greatness text PODCAST to +1 (614) 350-3960More INVESTING episodes we think you'll love:Alex Hormozi: https://link.chtbl.com/1522-podJaspreet Singh: https://link.chtbl.com/1411-podRory Vaden: https://link.chtbl.com/1148-pod

Live Better by Centric FCU
Navigating Tax Season for Maximum Benefit with Finance Expert Billy Joiner

Live Better by Centric FCU

Play Episode Listen Later Feb 20, 2024 18:26 Transcription Available


Unlock the secret to a fatter tax refund and wiser financial future with Centric's CFO, Billy Joiner. As your savvy guide, Billy doesn't just break down the numbers; he brings to light the comprehensive value of being prepared with essential documents like 1099s and W-2s to ensure your tax return is not just timely but hits the mark for accuracy. Our conversation ventures into the diverse offerings at Centric, from financial counseling to the BizKids program, and paints a picture of a financial institution that's deeply invested in the economic prosperity of its community members. This episode is a treasure trove of strategies for maximizing your tax season winnings. We'll share why professional tax advice could be your holy grail to uncovering hidden deductions and how opting for direct deposit into a credit union can stretch your dollar further. Billy Joiner helps navigate the tricky waters of tax withholdings, providing actionable tips to adjust them in your favor during inflationary times. And for those pondering the smartest ways to use their tax refunds, we cover everything from extinguishing debt to bolstering your savings, ensuring that your financial decisions are both informed and intelligent. Join us and transform your approach to personal finance one tax season at a time.

Pursuing Freedom
Manage Your Money and Run Your Business like a Boss with Finance Expert Cheryl Heller

Pursuing Freedom

Play Episode Listen Later Feb 16, 2024 28:25


  Listen in as Cheryl and I discuss: KPIs — what they are and their importance in any business, regardless of size Why knowing your cash flow and break even are just two pieces of the equation and it's the third piece that many business owners miss to their detriment KPIs to measure across your entire business Why some business owners can't get through a barrier of financial or business growth The strategic relationships with banking institutions you use The importance of managing your business and personal finances in tandem …and so much more! About Cheryl Heller is Managing Principal of Pillar One Consulting, which provides Fractional CFO and Strategic Advisory support to small businesses and start-ups, and is a Partner in Clipper Ship Ventures, a private equity firm targeting emerging growth companies in the fintech and business services technology space. Ms. Heller has built her career by leading organizations through financial, operational, and cultural transformations.  She has deep knowledge and expertise in finance but at the same time, understands the importance of corporate culture and the impact it has on the ability to achieve strategic objectives.  She has managed P&Ls and has been responsible for financial forecasts for both large and small organizations.  Her specialty lies in creating and overseeing complex, cross-functional programs to achieve corporate objectives.  Her experiences, which range across organizations from Strategy to Finance to Operations to Human Resources, make her a valuable leader and advisor with a diverse set of experiences on which to draw. Her previous experience consists of PWC, Aetna and over twenty years at Capital One in a variety of roles including CFO of the Retail Bank.  Ms. Heller has served on The Holton Arms School Board of Trustees and the Boards of Directors of the Junior League of Washington and the Metropolitan Ballet Theatre and Academy. Ms. Heller has a BS from the University of Connecticut, an MST from the University of Hartford and is a CPA.  She volunteers with the Montgomery County (MD) Humane Society and The Leadership Foundry. How to Connect With Cheryl Website: https://PillarOneCFO.com  LinkedIn Profile: https://www.linkedin.com/in/cherylaheller/ Instagram: https://www.instagram.com/cherylaheller/        

First Things THRST
E031: The Finance Expert - Your Ultimate Guide For Saving Money In 2024 | Nischa

First Things THRST

Play Episode Listen Later Feb 4, 2024 76:53


Nischa is a former investment banker and chartered accountant with a decade long career in finance, including working at one of the world's largest investment banks. Her mission is simple, to help people take control of their finances and improve their lives as a result by providing “easy, actionable lessons on financial literacy and self development”. With close to a million followers on YouTube, Nischa offers actionable insights on financial smarts such as investing, tax and saving. Tune in the for the next hour as Nischa shares her wisdom on topics such as; » Topics «Increasing your incomeDiversifying your incomeInvesting & tradingSaving & budgeting Cash flowJoint bank accountsAccounting & bankingReal estate Financial literacy Common financial mistakes» Escape the 9-5 & build your dream life - https://www.digitalplaybook.net/» Transform your physique - https://www.thrstapp.com/» My clothing brand, THRST - https://thrstofficial.com» Custom Bioniq supplements: CODEBQMIKETHURSTON - https://shorturl.at/fRV67» Follow Nischa «Youtube: https://www.youtube.com/@nischaInstagram: https://www.instagram.com/nischa.me/Tik Tok: https://www.tiktok.com/@nischa.meWebsite: https://nischa.me/

Get Your FILL
Master Your Career: Millennial Finance Expert Annie Margarita Yang!

Get Your FILL

Play Episode Listen Later Jan 29, 2024 39:28


Love All Sales
Driving Success: Nathan Ludwig's Journey as a Top Finance Expert in the Automotive Industry

Love All Sales

Play Episode Listen Later Jan 11, 2024 53:13


In Episode 4, we invite you to explore the dynamic world of automotive finance with Nathan Ludwig, one of the industry's foremost experts. Join us as we dive deep into Nathan's career, from his early days in the car business to his current position as a top finance influencer. Discover the secrets to his success, gain valuable insights into the automotive finance landscape, and get inspired to accelerate your own career in this exciting field.

The Business Excellence Podcast
Finance Expert: “Make CASH FLOW” The Secret to J.P. Morgan's Financial Success

The Business Excellence Podcast

Play Episode Listen Later Jan 11, 2024 64:20


Keep Finance Simple! Dive deep into the world of finance with Rob Boll Founder of Evoke Management, esteemed expert in the field of finance, and former powerhouse at J.P. Morgan. In this captivating episode, Rob shares invaluable insights collected over his 20+ years working in the industry of finance and strategy.Unravel the mysteries of financial success. Learn how to reach your business goals, and conquer those sleepless nights over cash flow concerns. Discover practical strategies to overcome financial stress and unlock the key to retaining the right customers, and fostering a sustainable business ecosystem. Drawing from his experiences at J.P. Morgan, Rob sheds light on the principles that fueled the success of one of the world's financial giants.Join us as Rob Boll guides you through the intricacies of financial management, revealing the secrets that have propelled businesses to new heights. Don't miss out on this opportunity to transform your approach to finance and witness the impact it can have on your success. Manage your finances and clear your head with Rob Boll, The Business Excellence Podcast, BizX Forum & Awards, and ActionCOACH UK. Hosted on Acast. See acast.com/privacy for more information.

The Dr. Ashley Show
24. The Finance Expert: "Stop Listening To Dave Ramsey!" Do THIS Instead! | Chris Larsen

The Dr. Ashley Show

Play Episode Listen Later Dec 19, 2023 35:56


In this episode of the Dr. Ashley Show, I sit down with the insightful Chris Larsen to discuss the crucial connection between health and wealth. We dive deep into achieving financial independence for a better life, to help reduce stress, and how it positively impacts our overall happiness to have a fulfilling life. Get a Customized Plan to Hit Your Weight Loss Goals:Have a free 1-on-1 call with our Expert Nutritionists

EGGS - The podcast
Eggs 340: Mastering the Future of Work: Insights from Finance Expert Greg Martin

EGGS - The podcast

Play Episode Listen Later Dec 14, 2023 52:58


Summary:Greg Martin, an investment banker and host of the Lifetime at Work podcast, discusses the changing nature of work and the impact of technology on jobs. He emphasizes the importance of finding fulfillment in work and the blurred line between work and life. Greg also explores the future of work and the need for flexibility and adaptability in the face of evolving technologies. He shares insights on entrepreneurship and building a business, as well as preparing a business for sale. Greg encourages individuals to embrace self-discovery and make career shifts to find fulfillment in their work. In this conversation, Greg Martin shares his experiences and insights on entrepreneurship, starting a business, and making career decisions. He emphasizes the importance of following your entrepreneurial path and being open to new opportunities. Greg also discusses the challenges of knowing when to call it quits and dissolve a business. He highlights the value of maximizing the proceeds when exiting a business and offers advice on how to achieve that. Additionally, Greg explores the concept of chasing passion and dealing with career stuckness. He concludes by introducing his podcast, Lifetime at Work, which provides career advice and insights from professionals in various industries.Key Discussion Points:Greg's Professional Journey: Trace Greg's path in the finance industry and his expertise in mergers and acquisitions. (Keywords: Investment Banking, Mergers and Acquisitions, Career Journey)Impact of Technology on Careers: Delve into how technological advancements are reshaping career landscapes. (Keywords: Technology in Careers, Career Adaptability, Digital Transformation)Remote Work Trends: Discuss the rise of remote work and its implications on the job market. (Keywords: Remote Work, Future of Work, Work from Home Trends)Finding Fulfillment in Work: Explore the importance of job satisfaction and personal fulfillment. (Keywords: Work Fulfillment, Job Satisfaction, Career Happiness)Entrepreneurship Insights: Share Greg's experiences with starting and exiting a business. (Keywords: Entrepreneurship, Business Startup, Exit Strategies)Lifetime at Work Podcast: Introduce Greg's podcast and its focus on career advice across various industries. (Keywords: Career Podcast, Industry Insights, Professional Advice)Post-COVID Work Culture: Analyze how the pandemic has altered work culture and employee expectations. (Keywords: COVID-19, Work Culture Shift, Employee Expectations)Timestamps00:00 Introduction and Background01:34 The Changing Nature of Work04:38 Blurring the Line Between Work and Life06:19 The Shift in Work Loyalty10:36 The Future of Work and the Impact of AI13:56 Adapting to the Changing Job Market16:33 Entrepreneurship and Building a Business20:27 Preparing a Business for Sale25:21 Specialization in Investment Banking34:03 Developing a Mindset for Flexibility39:10 Embracing Self-Discovery and Making Career Shifts41:13 Following Your Entrepreneurial Path42:23 Passion and Opportunity in Starting a Business44:00 Knowing When to Call It Quits46:27 Maximizing Value in Exiting a Business48:27 Chasing Passion and Dealing with Career Stuckness49:08 The Lifetime at Work Podcast51:41 Navigating the Job Market52:19 Contact Information ----Credits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM The Carton:https://medium.com/the-carton-by-eggsFeature with Zack Chmeis of Straight Method up now! https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28 The Eggs Podcast Spotify playlist:bit.ly/eggstunes The Plugs:The Showeggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music! Mike "DJ Ontic" shows and infodjontic.com@djontic on twitter Ryan Roghaarhttp://rogha.ar

Software Developer's Journey
#281 Cecelia Martinez was a journalist and finance expert missing a jolt of excitation

Software Developer's Journey

Play Episode Listen Later Nov 28, 2023 47:00 Transcription Available


Let's set off on an awe-inspiring journey with our guest, Cecilia Martinez, who, armed with self-awareness and an appetite for growth, has carved out a successful career in software development. Starting from her high school days, designing layouts for myspace pages, Cecilia's trajectory includes journalism, web development, and a self-discovery of her place in tech communities. Her story of growth and transformation, nurtured by her battles with ADHD, the trials and triumphs of a software development boot camp, and her blossoming career as a community lead at Replay, is nothing short of inspiring.What role can tech communities play in launching and shaping your career? Listen as Cecilia shares her experience exploring various local tech groups and the profound impact they had on her career. We examine the role of multi-channel outreach in creating diverse and representative communities and discuss how these communities can act as springboards for newcomers to the industry. Cecilia's narrative underlines the importance of aligning work with passion, the power of self-awareness, and the necessity to take calculated risks.From being a people pleaser to learning to push back when necessary, Cecilia shares the invaluable lessons she's picked up navigating her career paths. We discuss the decision-making processes involved in considering the next career move, the advantages of early-stage startups, and how she's grown to identify the most valuable work to do with her time. Cecilia also shares insights from her deep involvement with open source development tools and the influence these experiences have had on her career. Join us as she takes us through her journey of discovery and growth in the tech space.Use my special link https://zen.ai/dsVpYxjSth5fD-hlbzdIiw to save 30% off your first month of any Zencastr paidplan.Support the show

2050 Investors
Home Sweet Home: Solutions for Climate-Resilient Housing (ft. Ben Richford, real estate finance expert) | urbanisation, sustainable living

2050 Investors

Play Episode Listen Later Nov 15, 2023 26:46


Why do we say, "there's no place like home"? This iconic phrase appears in "The Wizard of Oz" to remind us of the human need for familiarity, belonging and protection. Over the past centuries, our homes have followed a Darwinian process of evolution by natural selection of efficiency. From caves to skyscrapers, they've protected us from wild animals, natural disasters, and the changing climate.   Current estimates put the total number of houses at around 2 billion and by 2050, we will need to house around 10 billion people, all looking for familiarity, belonging, comfort and security. So, in this latest episode of 2050 Investors, we go house hunting with Kokou Agbo-Bloua and take a deep dive into the past, present, and future of housing. How can we create sustainable homes for all, and will we adapt in time in the face of the big bad wolf of climate change? We start off this episode with a cautionary tale of "The Three Little Pigs"

The Disruptive Entrepreneur
Undercover Finance Expert Exposes the Shocking Downfall of the UK and the Housing Market Crash

The Disruptive Entrepreneur

Play Episode Listen Later Nov 13, 2023 81:16


Explore the world of property investment in this episode featuring Mark Homer, a seasoned property millionaire. Mark shares his unique experience of owning 20 investment properties while residing with his mother, highlighting the financial benefits of this unconventional living arrangement. Delve into the debate between renting and buying a home in the UK as Homer dismisses renting in favour of homeownership. The discussion extends to recent tax changes, including Section 24 and increased stamp duty, impacting the property market. Mark contends that these changes contribute to a shortage of rental properties and increased rents. Gain insights into the current property market dynamics, including falling prices due to higher interest rates, making it an opportune time for potential property buyers   Rob Reveals The Government's handling of the COVID-19 pandemic and the impact it had on businesses Tax changes have made the cost of living more expensive for tenants and homeowners. The increase in rental prices due to landlords leaving the market. It is better to invest money in properties rather than buying your own home Why the idea of renting your own home instead of buying it is better BEST MOMENTS "There's a severe lack of rental property because the planning system is broken and because of Section 24 and because they've put the stamp duty up to higher rates of 3% on top." "Clearly, interest rates going up, yes, but a huge amount of it is landlords leaving because of all this stuff, less rental property." "Rents are just going absolutely nuts off the back of this." "If you're only going to stay in a year or two, it's definitely better to rent." "You just need to sort of adapt, don't you, to adapt your business, you know, an issue comes along, you just set the sail of your sailing boat to take advantage of the new direction of the wind."   VALUABLE RESOURCES https://robmoore.com/ bit.ly/Robsupporter   https://robmoore.com/podbooks  rob.team ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK's No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything”   CONTACT METHOD Rob's official website: https://robmoore.com/  Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs LinkedIn: https://uk.linkedin.com/in/robmoore1979  disruptive, disruptors, entreprenuer, business, social media, marketing, money, growth, scale, scale up, risk, property: http://www.robmoore.comThis show was brought to you by Progressive Media

Rethink Real Estate
Property Management Forecast: Unlocking Real Estate Trends with Finance Expert Mark Kappelman

Rethink Real Estate

Play Episode Listen Later Nov 6, 2023 37:47


Embark on a journey through the financial intricacies of property management in our latest Rethink Real Estate episode, presented by host Ben Brady. This week, Ben is joined by the esteemed Mark Kappelman, CFA, CPA, and the strategic mind behind RealEstateAccounting.co, a company revolutionizing financial accounting for landlords. With sixteen years of seasoned experience in accounting, operations, and an impressive real estate portfolio, Mark delves into the core of property management finance. This episode is not just about numbers; it's an in-depth exploration of the mechanisms that drive the property market from an accounting perspective and an invaluable forecast of what the future holds.

All Sides with Ann Fisher Podcast
Finance expert Jonathan Pond shares money-saving tips

All Sides with Ann Fisher Podcast

Play Episode Listen Later Oct 19, 2023 55:25


The economic forecast is a bit of a mixed bag: interest rates are high, inflation remains elevated and pandemic savings are dwindling.

The Something New Show
Reign Like a Queen with Finance Expert Andreea Muresan and Mindi Linscombe

The Something New Show

Play Episode Listen Later Sep 29, 2023 43:30


Andreea Muresan is a passionate business professional who loves all things money, spreadsheets & numbers. Over the course of 12 years working in Corporate Treasury and Capital Markets, she held various progressive roles where she gained valuable experience in cash management & working with top banking experts & negotiating billion dollar financing arrangements.In the middle of the pandemic, she elected to retire from her corporate career and pursue real estate investing & entrepreneurship, which gave her the ability to design the lifestyle she desired. She spent nearly two years traveling with her husband all over the US, meeting many successful entrepreneurs, looking at real estate deals & just enjoying life.The challenge Andreea faced time & time again both in corporate & the entrepreneur world is that it was dominated primarily by men. She was often the only woman who had a seat at the table. Her desire is to help women expand their financial knowledge, learn how to build wealth and to create the lifestyle they desire, while having their own seat amongst the men.Andreea holds a Master's Degree in Business Administration, with a Finance Concentration, and she was previously an active Certified Treasury Professional. Personal & professional growth is a core value for Andreea as she continues to seek self-improvement in every area of her life. Her purpose is to love God & to love people as she seeks to help, inspire & motivate others to live their best lives!In this high power episode, Andreea and host Mindi Linscombe dive into topics such as: Andreea's incredible story of getting to the US from Romania. The statistical odds are remarkable! Her career in corporate treasury and capital markets with companies like Rocket Mortgage and more. How she transitioned to work as an entrepreneur and invest in real estate with her husband, Ben "Humble" Muresan. What it's like working from home with Ben. Investing based on "data not drama".Why Andreea uses this powerful tool in her rental property analysis work and how she is giving it to Something New Show listeners for FREE at this link!! Generosity and "living with an open hand". Insider info on Andreea and Kara Ayala's new investment focused community for accredited women called "Reign and Co." The Four W's covered in Reign and Co.: Wealth, Wellness, Wisdom, and Wild. How gratitude and God help Andreea stay on her "A Game".How Andreea focuses on nutrition and exercise to be the best version of herself. Find out more about Andreea and her latest work at https://reignand.co and on Instagram at: @andreeammuresan. And, find out more about Mindi at: @mindilinscombe. Thanks for listening! Be sure to rate the show and leave a review with one key takeaway from this episode. And, be sure to subscribe to the show and tell a friend. Also, follow @thesomethingnewshow on Instagram and Facebook. If you want a fuller experience, like & subscribe to the show on Youtube! Cheers!

The Visible Voices
Yanely Espinal Podcaster Finance Expert and Author of Mind Your Money

The Visible Voices

Play Episode Listen Later Sep 21, 2023 38:46


In today's episode I speak with personal finance author, educator, podcaster, and storyteller Yanely Espinal. We talk about her personal finance book  Mind Your Money and how stories connect us. Yanely is the host of the podcast Financially Inclined. She is on a mission to help young people learn about personal finance in a fun and engaging way via Youtube, podcasting, writing, teaching and more. She serves as the Director of Educational Outreach at Next Gen Personal Finance and is a member of CNBC's Financial Wellness Advisory Council. 

Macrodosing: Arian Foster and PFT Commenter
ARE BANKS A PONZI SCHEME? Ft. Barstool Finance Expert Tyler Morin

Macrodosing: Arian Foster and PFT Commenter

Play Episode Listen Later Mar 16, 2023 202:25


On today's episode the guys are joins by Barstool Finance expert, Tyler Morin. Tyler gives us an insight to the Silicon Valley Bank collapse and what is happening in the finance world. Plus we get into a few other good stories including a time that Billy rubbed poison ivy on his balls and when Arian's step dad almost fought Ray Lewis. And as always we answer your voicemails. Love you guys! (00:00:25) Macrodosing (01:20:45) Bank Runs (01:40:00) Silicon Valley Bank Collapse (02:52:15) VoicemailsYou 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/macrodosing