Podcasts about finance industry

In this episode of Help Me Buy Property podcast, Aaron Christie-David from Atelier Wealth graced us with his presence as a guest, where he discussed various aspects of real estate industry focusing on especially the lifestyle differences between Sydney and Melbourne, the challenges of team collaboration across locations, and the dynamics of loans focusing on borrowing capacity rather than just interest rates. While the discussion was very interesting it also briefly touched on the entrepreneurial journey of Aaron and emphasized the need to enjoy the process while building a legacy. The conversation revolved around insights on shifting mindsets from a focus on loan rates to a broader investment strategy. The discussion was concluded with the importance of prioritizing property investments over credit card points, and the need for a mindset shift among potential investors. The implications of loan-to-value ratios and lenders mortgage insurance, and the discipline required in managing debt and credit was also stressed upon while closing this deep conversation. Episode Highlights 00:00 Welcome to Help Me Buy Property Podcast 03:21 Understanding Loan Dynamics: Rate vs Borrowing Capacity 11:04 The Importance of Prioritizing Investments Over Credit Cards 19:24 Shifting Mindsets: The True Cost of Ownership 29:48 Strategies for Saving vs. Paying Off Loans 33:22 Final Thoughts About the Guest: Aaron Christie-David is the Managing Director of Atelier Wealth and a renowned mortgage broker. He is a highly qualified individual and has a wealth of knowledge and experience in the Finance Industry. Aaron Christie-David can be reached at https://atelierwealth.com.au/ Click on the link below to download Australian Bestseller “A Millennial's Guide to Property Investing” now! https://www.amazon.com.au/dp/B0CRF48GGR Resources: Join us on our FREE Facebook Group: https://www.facebook.com/groups/helpmebuyau You can also connect with us on https://www.linkedin.com/company/77080688. Keep smiling, be kind, and continue investing. Peace out! Hosted on Acast. See acast.com/privacy for more information.

Does the finance industry add value, or just chaos? From crashing economies to turning homes into gambling chips, it's made billions while leaving us questioning its worth. We unpack its core role—connecting capital to land, labor, and ideas—and how it fueled the Industrial Revolution and consumer credit. But today's mega-banks, high-frequency trades, and info gaps are sucking value dry, boosting inequality instead. Featuring insights from Rana Foroohar (Financial Times) and Warren Buffett's casino warning—watch if finance is a tool or a trap! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Ed Burns, a seasoned investment professional with over two decades of experience across global markets. From his early days in Adelaide to working in London and Sydney, Ed shares his journey in financial services, including his time at UBS and other top-tier firms. He discusses alternative assets, structured products, and the art of managing risk in volatile markets. Ed also shares his thoughts on the importance of networking, mentorship, and navigating pivotal career moments. This episode is a must-listen for investors looking to gain insights into alternative investments, market cycles, and long-term wealth creation. [00:00:00] - Introduction: Meet Ed Burns and His Career in Investment Markets [00:05:20] - From Adelaide to London: Taking a Career Risk and Breaking Into Finance [00:12:30] - Navigating Investment Banking: What a Day in the Markets Looks Like [00:18:50] - The Role of Alternative Assets: Structured Products and Non-Linear Payoffs [00:24:10] - Managing Risk: Lessons from the GFC and Market Cycles [00:30:45] - The Power of Networking: Building Relationships in the Finance Industry [00:36:15] - Advice for Entrepreneurs: Taking the Leap and Understanding Market Trends [00:42:10] - Common Investment Mistakes: Chasing Trends vs. Long-Term Thinking [00:47:35] - The Future of Markets: AI, Investment Strategies, and Emerging Trends [00:52:20] - Final Thoughts and Connecting with Dan Burn iPartners Website: www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

The finance industry is f*cking you.This multi-billion dollar secret is costing you millions and stealing your freedom.This episode takes you behind the scenes of three ways the industry is pulling the wool over your eyes.In this episode, I reveal:How you are losing $2,000,000+ to hidden feesThe two types of catastrophic fees that are stealing your retirementA little-known secret about the success rate of professional advisors' returnsThe one thing to do now to stop the bleedingHow to know whether you should fire your advisorListen in—this could be the most expensive mistake you never knew you were making. DM me on Instagram - https://www.instagram.com/kristenwonch.xox/

We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder's award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder. What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Paul previously served as the Chief Information Security Officer for an independent Broker-Dealer with billions of dollars in assets under management and thousands of Advisors spread across the United States as well as a major defense contractor providing logistical services. Paul has been a part of several FINRA and SEC Cybersecurity sweeps and examinations and maintains a deep understanding of the regulatory requirements associated with financial institutions as well as prioritizing risk remediation activities. With a sister company operating in the tax preparation space and a large majority of Advisors having a separate tax practice Paul has a deep understanding of the IRS requirements set forth in the Strategic Threat Assessment & Response (STAR) work group to help protect taxpayers and the integrity of the tax ecosystem. Paul helps educate advisors on security requirements that are present in both businesses by drafting policies and procedures that are closely aligned to meet both business needs. Paul was also a 2016, 2015, 2014 & 2013 EC-Council Certified Chief Information Security Officer of the Year Finalist and was presented with the Excellence in Finance Leaders Award in recognition of his contributions to the Finance Industry at the 2019 FiNext Conference.Paul holds a Master of Science in Management with a concentration in Information Systems Security and a Bachelor of Science in Business Administration in Information Technology from Colorado Technical University. Paul has also served on a variety of Advisory Boards for information security-related topics and has a deep dedication to the information security community by mentoring other security professionals. Paul honorably served in the United States Air Force as a Special Agent and has an extensive physical and information security background from his time spent as an Agent.In this episode, Eric and Paul Horn discuss:The critical first step toward securityThe threat of human error Non-negotiable security measures Basic cybersecurity “hygiene”Key Takeaways:Performing a comprehensive cybersecurity risk assessment is the critical first step for organizations of all sizes to identify and address vulnerabilities.Human error, such as clicking on phishing links, remains the biggest cybersecurity threat, underscoring the importance of regular security awareness training.Multi-factor authentication is a non-negotiable security measure, not only for regulatory compliance but also for obtaining cyber insurance coverage.Small and mid-sized businesses often overlook basic cybersecurity hygiene like device encryption, patch management, and use of supported software versions, which can leave them exposed to significant risks.“If you can't do the basics, you're not going to be able to do the advanced stuff, or it's very easy to walk right in (a trap) because you're not doing the basic stuff.” - Paul HornConnect with Paul Horn:Website: https://www.h2cyber.com/ LinkedIn: https://www.linkedin.com/in/paul-horn-4107861a/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances.

Listen to the Mission Matters PodCon 2024 coverage. In this episode, Adam Torres interviews Patrice Bonfiglio, Host of The Burnout Club, Jose Tejada, Host of Hispanic Wealth Matters, explore podcasting trends and Mission Matters PodCon 2024.  Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

In this episode of The Healers Café, Manon Bolliger, FCAH, RBHT, speaks with Ruchi Pinniger about her transformative journey from Wall Street to helping business owners overcome financial and emotional barriers, align their personal and business goals, and redefine prosperity through well-being, spirituality, and healthy relationships. For the transcript and full story go to: https://www.drmanonbolliger.com/ruchi-pinniger          Highlights from today's episode include: Ruchi Pinniger  11:42 And I think it is really important to find someone who you trust and who you feel really comfortable with, who you can express yourself to, who you feel safe, even feeling emotional or crying with, because money does bring up Ruchi Pinniger  19:08 So I'm not just saying, say it and it's there magically. I'm saying, be clear on what you're what you want. Use the language to get you there and take the action so the actions are paying attention to your money?  Manon Bolliger  20:57 go outside or, you know, take more time in nature. Manon Bolliger  25:00 Well, I mean, all this discussion really reminds me of that starting your own business and going through all those steps is a huge healing journey.     ABOUT RUCHI PINNIGER: Ruchi Pinniger, International Speaker,  Venture Capital Investor, Founder and CEO of Watch Her Prosper®, is dedicated to providing financial mentorship, support and services that women-led service-based businesses need to succeed. Ruchi takes a holistic approach to clients' needs by providing financial guidance, bookkeeping, tax-time readiness and heightening her clients' prosperity mindset. Ruchi brings nearly 20 years of experience in the Wall Street and corporate world to the Watch Her Prosper® team and was recently named one of the “Women Leading the Finance Industry.”  Watch Her Prosper® has helped hundreds of business owners to identify their spiritual connection to wealth and learned beliefs about money, while viewing their prosperity in a new way. Clients can then break free from shame and guilt surrounding wealth and see huge results in their profitability and economic growth. Ruchi connects the business to the person, understanding that individuals running small businesses have personal financial goals.  As a global speaker, Ruchi has spoken at Princeton University, NYU, Luminary and some of the world's most coveted stages about money and business-related topics such as financial leadership, tax-readiness, budgeting, spirituality and well-being surrounding personal and business finances. Ruchi is an Executive Board member for Savvy Ladies, an organization that helps women improve their financial literacy and take control of their money. She also serves on the board for the Pajama Program, a nonprofit organization helping children improve their quality of sleep so they can thrive. Ruchi is the proud recipient of the Entrepreneur Champions Award 2024, as she is passionate about helping all entrepreneurs to live their most prosperous lives. As a thought-leader and industry expert, Ruchi is regularly featured in GOBankingRates, Millie Magazine, Best Self Magazine, BBC, SiriusXM and The Daily Refresh among others. While living in NYC, Ruchi enjoys taking time away from the city at her family's lakehouse. She values traveling with her loving husband and incredible teenage son. They are foodies and love to experience different world cultures together. Core purpose/passion: I am passionate about helping women see their money in a new way. Website | Facebook | Instagram | LinkedIn |    ABOUT MANON BOLLIGER, FCAH, RBHT  As a de-registered (2021) board-certified naturopathic physician & in practice since 1992, I've seen an average of 150 patients per week and have helped people ranging from rural farmers in Nova Scotia to stressed out CEOs in Toronto to tri-athletes here in Vancouver.  My resolve to educate, empower and engage people to take charge of their own health is evident in my best-selling books:  'What Patients Don't Say if Doctors Don't Ask: The Mindful Patient-Doctor Relationship' and 'A Healer in Every Household: Simple Solutions for Stress'.  I also teach BowenFirst™ Therapy through and hold transformational workshops to achieve these goals. So, when I share with you that LISTENING to Your body is a game changer in the healing process, I am speaking from expertise and direct experience". Manon's Mission: A Healer in Every Household! For more great information to go to her weekly blog:  http://bowencollege.com/blog.    For tips on health & healing go to: https://www.drmanonbolliger.com/tips   ABOUT THE HEALERS CAFÉ:  Manon's show is the #1 show for medical practitioners and holistic healers to have heart to heart conversations about their day to day lives.   Subscribe and review on your favourite platform: iTunes | Google Play | Spotify | Libsyn | iHeartRadio | Gaana | The Healers Cafe | Radio.com | Medioq |   Follow The Healers Café on FB: https://www.facebook.com/thehealerscafe     Remember to subscribe if you like our videos. Click the bell if you want to be one of the first people notified of a new release.   * De-Registered, revoked & retired naturopathic physician after 30 years of practice in healthcare. Now resourceful & resolved to share with you all the tools to take care of your health & vitality!

Conversations is bringing you a summer treat — a collection of Richard's most memorable guests through out the years.Shaun Christie David grew up eating the Sri-Lankan recipes his mother brought with her from Sri Lanka. After a life-change trip to his parent's homeland, Shaun left a successful career in finance to open a social enterprise restaurant, Colombo Social, giving jons to refugees and serving food from his mother's cookbook. Shaun Christie-David's family migrated to Australia during the Sri Lankan civil war.The family's three sons grew up in a house full of home-cooked food and love, with dishes like 48-hour Mudcrab on the menu at Christmas.In 2019, Shaun set up Colombo Social, a restaurant giving jobs to refugees and people seeking asylum, serving food straight from his mum's cookbook.Starting the restaurant was a sharp turn in his own life.Shaun had left Sydney's Western suburbs at 18 determined to make a lot of money in the finance world. But at 28, at the pinnacle of his career in banking, a trip to Sri Lanka changed everything.This episode of Conversations contains discussions about immigration, migrants, Sri Lanka, multiculturalism, childhood memories, cooking, family, mothers, fathers, sons, siblings, brothers, high school, racism, finance, success, money, careers, mudcrabs, Christmas, chicken biryani, spices, recipes, traditions, culture, Sri Lankans, restaurants, social enterprise, charity, refugees, asylum seekers, support, disabilities, homelessness, unemployment, support, Plate It Forward, Colombo Social, Kabul Social, Sydney, NSW, Afganistan, Ukraine, purpose, giving. 

Interest rates, mortgages, and refinancing are the backbone of smart investing and successful property management. Understanding these financial components can significantly impact your approach to property management and investment and can distinguish you as a property manager in a competitive market - and in this episode we go over exactly that!I chat with Aaron Christie - David founder of Atlia Wealth and a respected mortgage broker and educator. Aaron is highly qualified and has a wealth of knowledge and experience in the Finance Industry. He shares with us how understanding finance and investing can elevate property management and emphasises the importance of knowledge in interest rates and refinancing for building trust and strong relationships with clients. We dive into strategies to help property managers elevate their role, assist investors with refinancing, and maximise portfolio growth.We explore:Why property managers are often the missing link in an investor's success strategyHow asking the right questions, like “What's your investment strategy?” can position you as a trusted advisorWhy refinancing isn't just about interest rate and how it's about unlocking equity and opening doors to new investment opportunitiesHow property managers can proactively support refinancing by reviewing rents and providing rental appraisal lettersHow interest rates directly impact borrowing capacity and how property managers can add value by ensuring rents reflect current market conditionsWhat you need to know about rental shading and its effect on investors' financial positionsTips for finding the right mortgage broker and developing a strong referral relationshipWhy it's essential to collaborate with brokers who understand the investor mindset and growth strategies “  As you look across the country, there's some absolute weapons of brokers, probably in your neck of the woods. And so you'd be able to find them out, speak to the real estate agents. They'll know who the best is in the local area” - Aaron Christie-DavidConnect with Aaron Christie-DavidVisit the website: https://atelierwealth.com.au/ Follow the Australian Investment Property Podcast's Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/Follow Aaron on Facebook:https://www.facebook.com/aaronchristiedavidFollow Aaron on LinkedIn: https://www.linkedin.com/in/aaronchristiedavid/Subscribe to Atelier Wealth's YouTube Channel:https://www.youtube.com/@atelierwealth_auKylie's ResourcesProperty Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchoolDigital Marketing School: https://courses.thatpropertymum.com.au/digitalschoolThat Property Mum Courses: https://www.thatpropertymum.com.au/courses/The PM Accelerate Membership: https://courses.thatpropertymum.com.au/accelerateBook a Strategy Call with Kylie: https://calendly.com/kylie-tpm/coaching-callKolmeo:

In this episode, we provide a summary of the initial economic and market implications of the upcoming transition of power in DC. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Join us as Rylan Haecker, CEO of Silverback Financial, shares his entrepreneurial journey from day trading to leading a disruptive financial consulting firm where he serves his clients money without upfront fees. Here are the top points Rylan Haecker made during the interview: Unique Business Model: Silverback Financial charges only a percentage of the money saved for clients, making it a risk-free consulting option for businesses. Dual-Sided Licensing: Rylan's firm operates on both broker-dealer and investment advisory sides, enabling them to offer more comprehensive financial solutions. Customized Client Solutions: Silverback Financial tailors its services to the specific needs of each client, ensuring the best options across all industry offerings. Access to Exclusive Investments: The firm helps everyday clients access sophisticated investment opportunities typically reserved for the top 1%. Transparency and Honesty: Rylan emphasizes honest consulting, prioritizing clients' best interests and being transparent when expertise in specific areas is needed. Show Guest: Rylan Haecker Silverback Financial https://www.silverbackfinancial.org/ #SanAntonioBusinessPodcast #SanAntonioBusiness #SanAntonio ▶ Subscribe to our YouTube Channel: https://goo.gl/dzqVGV Host: ✅ Marc Ebinger

On this week's episode, I sit down with finance and media entrepreneur Maggie Sellers who is pioneering the way for women to dominate in business. Built on one life changing moment whilst working in a male dominated industry, Maggie's dedicated her work's mission to create change for women. Maggie went on to build a digital media company, Hot Smart Rich, which empowers female founders and creators, with the resources, knowledge and support. Maggie shares her personal transformative story, her top money investment tips, and how she wants to make real change by unlocking the female business potential. Produced by Dear MediaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Radhika Das, IFN Journalist, interviews Dr Mohamed Ashraf Iqbal, Chairman, Waafi Bank, on strategic partnerships and market positioning in the Islamic finance industry

How can your finance brand stand out in a crowded, ever-changing market?  In this episode, Chris dives into 5 key marketing trends shaping the Australian finance industry.  From digital innovations to tightening regulations, learn how to stay ahead and continue delivering value to your customers.  Tune in and discover how to adapt and thrive!

We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation. What Wojtek is Reading Right Now: Scarcity: Why Having Too Little Means So Much by Eldar Shafir Wojtek's Music Recommendation: anything with rhythm, rhyme, female vocals, and profanity Connect with Wojtek: LinkedIn Read More from Wojtek: on Enterprising Investor and LinkedIn   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth  

n today's episode Wootak's brother, Nick returns! The differences between a Career in a Corporate vs Creative field, Dating life in New York vs LA, and the Different Roles of Men on Girl's roster �� NECTAR HARD SELTZER IS NOW IN 500 NEW STORES: Costco, Ralph's (SoCal), Safeway (NorCal), Target (CA, OR, WA, NYC), Walmart (HI), and MUCH MORE!!!!!! To be alerted when it launches in your city, "SPRING" to 844,624,0991�� ��Find us in SELECT STORES* in 7 states - CA, TX, HI, WA, OR, NYC & NJ: https://bit.ly/3OTAefc123 (must be 21+. drink responsibly) SuperBonsai's 2ND Product, a powerful natural Liver Detox and Support Tincture: SUPERLIVER is OUT NOW!!! Text: LIVER to 844-688-0041 to be first on list for Launch! ��SUPER RECOVERY by SuperBonsai is OUT NOW! 100% Natural Ingredients formulated to tackle every part of your hangover. https://bit.ly/3MMhLB6 you can give us your phone # for 20% off! �� Watch Esther and Jeremy's "First date": Subscribe to: https://undertheinfluence.show/ Include bi-weekly bonus episodes, Dollar $tore Therapy segments, vlogs, private discord channel, etc.) Use code: YTFREEMONTH for 1 free month. ��To submit questions or discussion topics for future episodes, JOIN OUR DISCORD: https://linktr.ee/undertheinfluence.show Hit the #UTI or #Submit-Topics channel and you can start submitting questions and discussion topics there. There is also an anonymous submission channel for those who are shy. Timecodes (Episode #179) 0:00 - Nick's Name Preferences 5:30 - Opening Gifts 15:02 - Is Viet Happier Now? 32:00 - Getting into the Finance Industry 39:08 - Corporate Vs Creative Life 53:00 - The Giant WeWork Scam 1:00:00 - Montessori School 1:17:12 - Hiking Or Clubbing? 1:26:53 - Dating in LA Vs NY 1:32:02 - Roles in a Girls Roster 1:38:45 - Fire Hinge Lines 2:01:11 - Oshi No Ko Discussion 2:03:22 - Spoilers Begin 2:09:16 - Spoilers End 2:19:27 - Most Likely Sibling Edition 2:46:06 - Outro FOLLOW US ON ALL PLATFORMS: bit.ly/undrthinflnce Listen on Spotify: https://spoti.fi/3qqjUaN Listen on Apple Music: https://apple.co/34IO1lr Search “Under The Influence Show” for all other audio listening platforms Follow Luke! IG: / icarma24 Follow Wootak Tik Tok: https://vm.tiktok.com/ZM8C4msk7/ IG: / barchemistry Personal IG: https://www.instagram.com/thekimwoota... YouTube: / @barchemistry Follow Jeremy Tik Tok: / nectarseltzer Nectar Vlogs TT: / nectarvlogs IG: / jeremykimkardashian YouTube: / @nectar_world Follow Viet Trap Tik Tok: / viettrap IG: / akaviettrap Follow Queen Esther YouTube: ​⁠​⁠ @Kanyewesther Fanhouse: linktr.ee/Kanyewesther Tik Tok: / kanyewesther IG: / kanyewesther Follow Brando Tik Tok: / nectarbrando IG: / brando Website: https://www.brandoarts.com/artwork Follow Eddie YouTube: ​⁠​⁠ @hotlinemedia Tik Tok: / ededdoreddie IG: / eddievillaltaa Follow Nectar Hard Seltzer (Must be 21+) Tik Tok: / nectarseltzer IG: / nectarhardseltzer ��Find a store near you: https://nectarhardseltzer.com/ Drink responsibly! Intro song by Killagraham / killagraham / killagraham #podcast #undertheinfluence #nectaryk --- Support this podcast: https://podcasters.spotify.com/pod/show/undertheinfluenceshow/support

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of the Nominees Podcast, host Kevin Thompson speaks with Matt Middleton, CEO and co-founder of Future Proof, a pioneering financial services festival. They discuss the festival's inception post COVID-19 pandemic, its innovative approach to industry events, and the challenges faced in establishing it. Middleton emphasizes the importance of inclusivity, genuine connections, and diverse perspectives in the financial sector. Future Proof aims to break traditional event molds by fostering open dialogue and dynamic interactions. The conversation highlights the festival's mission to reshape the financial services landscape through authenticity and continuous innovation.Inception of Future Proof (00:02:25) Redefining Event Value (00:04:11) Creating a Unique Festival Experience (00:06:08) Encouraging Diverse Perspectives (00:09:01) Challenges in Launching Future Proof (00:12:43) Industry Adoption and Growth (00:15:30) The Transformation of the Industry (00:17:57) The Importance of Authenticity (00:20:32) Creating an Inclusive Platform (00:22:24)Content Creation Process (00:26:05)The Concept of Future Proof (00:29:10) Follow Us: youtube: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA linekdin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/ X: https://x.com/MLB2CFP facebook: https://www.facebook.com/MLB2CFP Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

TakeawaysOwn your voice and be your own cheerleader when speaking.Know and embrace your story, and learn to tell it effectively in different contexts.Practice humility by acknowledging your greatness and the greatness in others.Set ground rules and protect yourself during Q&A sessions.Use the power of pause and self-reflection to craft thoughtful responses.Face the fear of rejection and focus on the audience's needs and experiences.Love yourself, accept your story, and embrace your unique potential.Sound Bites"If you don't love yourself and love your story, you will never be able to tell it effectively.""The very thing you want to hide is the very thing you should actually learn to be comfortable with and take other people with you when you do it.""Assume that rejection is going to happen. Face the fear before it actually happens."Chapters00:00Introduction: The Power of Storytelling02:18Growing Up and Finding Comfort in Storytelling06:02The Evolution of Angel as a Speaker09:15The Importance of Authenticity and Sharing Your Story16:27The Journey of Self-Discovery and Acceptance19:42Transitioning from Personal Challenges to Empowering Others23:35Stepping into Vulnerability and Overcoming Fear28:43Diversity, Equity, and Inclusion: Creating Spaces of Belonging32:06Tips for Effective Presenting: Owning Your Voice and Story39:00Navigating Vulnerability and Protecting Yourself in Q&A46:59Embracing Humility and Focusing on the Audience

Career Trajectory and Personal Goals Early career guidance from mentors can significantly shape professional growth and approach to challenges. Asking direct, ambitious questions can set a strong foundation for career advancement. Understanding financial tools is key to creating generational wealth and having a broader community impact.   Continuously striving for work-life balance is vital for personal well-being and professional satisfaction.  Navigating Finance and Freedom  [00:04:23] I wasn't afraid to meet things head on. I wasn't afraid to be in a difficult position, and I wasn't afraid to voice my opinion. But I learned how to listen and how to navigate the conversation so I was able to be heard amongst my peers or people who were just in higher level positions than I was. [00:20:54] I'm not thinking about what ceiling I'm going to hit. I'm thinking about how I can free myself and free those around me and spread this to other people because financial literacy is so important…it truly changes people's lives in generations to come, and it can be used for good and for impacting our communities around us.  [00:39:28] I'm really learning how to prioritize myself and really kind of take the time to rest, not feel like I have to constantly be on and solve every problem, to serve everyone all the time. Want to meet our team? You're invited to our weekly Goodegg Popovers – virtual drop-in sessions where you can get to know our team and others in the Goodegg Community, and get your questions answered. Every Tuesday at 11am PT – We'd love to see you there! CONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--If you have done any of these actionable exercises, tell Susan how it went by recording an audio file and send an email to susan@goodegginvestments.comThanks for listening, and until next time, keep investing for good!

If you'd told me 10 years ago that my old colleague who worked in finance with me would be cutting my hair before recording a podcast together, I would have called you crazy!But in this week's episode, I am excited to be joined by Liam Leahy, the Mustdash Barber, who made a bold decision at the age of 28 to quit his job working in the city and train to become a barber. In this conversation, Liam explains how he felt so depressed and anxious going into work that he felt physically sick, but has now found the thing that he's truly passionate about, and just two years into his new career, Liam won the Barber of the Year competition for 2024!Expect to learn:What steps Liam took to turn his life around.How he transferred skills from his previous role into his barbering business.Growing his network to include some of the world's best barbers.The significant role social media has played in growing his new brand.The importance that preparation as a key to success, plus much much more.This was such a cool episode for me because this was the first time me and Liam had seen each other in around 10 years, and we've gone from working in the finance industry together, to Liam cutting my hair before recording a podcast episode.It was quite a surreal moment and I'm so pleased to see Liam feeling so happy and fulfilled in his new career!If you'd like to check out Liam's work, you can find him using the following links:https://www.instagram.com/themustdashbarber/Get In Touch:Website - ambitiousmindspodcast.comInstagram -https://www.instagram.com/ambitiousmindspodcast Hosted on Acast. See acast.com/privacy for more information.

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Did you know that the plant-based medicine Ayahuasca can help people in need of healing?

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Discover the role of commodity finance in shaping the global economy. From historical events to current trends, understand the dynamics of this vital financial sector. 

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Small Cap Cash Cows 100 ETF, Home Sales, TU - TELUS Corp., A-I in the Finance Industry, US Shell Industry, SILJ - Amplify Junior Silver Miners ETF, CPB - Campbell Soup Co., Interest Rates.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Is it too late to invest in Bitcoin?

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children's charities and the unique challenge of managing wealth for professional athletes. “I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and the have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”

Do you know what the best Meme Coins to pick are?

Sean Adler is the Founder and CEO at GZI, an award-winning pioneer in alternative data that produces gains consistently on par with the top hedge funds around the world. In this episode, KJ and Sean delve into how alternative data is reshaping the FinTech industry, with a focus on its capacity to provide actionable insights for investors and its potential mainstream integration in the near future.    Key Takeaways: 02:40 Exploring the Transformative Power of Alternative Data 04:57 The Intricacies and Future of Alternative Data in Finance 07:59 Sean Adler's Journey: From Scholar to Entrepreneurial Success 12:15 Merging Biotechnology and Financial Technology 14:39 The Future of Alternative Data and Its Mainstream Potential   Quote of the Show (17:00): "Alternative data is financial data that is not directly related to finance, but it pertains to the financial services industry." - Sean Adler   Join our Anti-PR newsletter where we're keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome.   Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval   Ways to connect with Sean Adler: LinkedIn: https://www.linkedin.com/in/seanmadler/   Company Website: https://gzi.finance Company LinkedIn: https://www.linkedin.com/company/gzi/   How to get more Disruption/Interruption:  Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Did you know that psychedelics can be used to help a variety of different conditions, from PTSD, to anxiety, to the effects of the menopause?

"The one thing that has become quite clear in Asia, at least it's direct to retail - the government is not ready. The market is not ready. And there still needs to be a very high level of consumer protection. A lot more of a B2B-to-C approach. Where, let's say today's Web3 companies will need to partner up with existing licensed entities, whether they be licensed startups or even licensed institutions to provide their offerings to the retail. That's actually really good. Because it provides safeguards. We saw what happened last time when we didn't have those safeguards. So many retail investors lost money in FTX's spectacular blow-up, right? And that really hurt the space, that really hurt the trust, it really hurt the reputation of the space. So directionally it is inconvenient but necessary. For governments to I would say slow down or make access to retail a lot harder. Like in Singapore, we don't see any upcoming movements that crypto is going to be available to retail or easily available to retail anytime soon. We see the same in Hong Kong. The exception would of course be Dubai, but that's already more on the Middle East part, right? And then in the US, it's like a witch hunt. Basically, the long story short is it's still going to be very B2B2C driven, where the interface towards the masses, the retail, will still lie within licensed institutions." - Qin En Looi Fresh out of the studio, Qin En Looi, partner of Saison Capital, dives deep into the current developments and the future of Crypto and Web3 investments. He began with an overview of Saison Capital and its investment thesis. He shares how Saison Capital invests in the fintech and crypto space, and the current emergence of real-world asset (RWA) monetization, specifically in the tokenizing of physical assets on the chain. Last but not least, he shares what great would look like for Saison Capital. Episode Highlights: [0:00] Quote of the Day by Qin En Loi. #QOTD [1:20] Introduction: Qin En Looi from Saison Capital. [4:09] From entrepreneur to VC. [5:40] Lessons from Qin En's career journey. [7:15] Overview of Saison Capital as a corporate VC and investment thesis. [11:10] Definition of Crypto, Web3 and Real World Assets (RWA) monetization. [14:40] Typical day as a VC for Qin En Looi. [17:53] Choice of Blockchains (L2, Alt-L1) for Development. [22:02] Web 2.0 vs Web3. [23:07] Case studies in Web3 and Crypto. [26:54] How Web3 model can reduce operational costs in TradFi. [31:27] Challenges of RWA in different crypto markets. [35:26] Fractional Ownership and Illiquidity in RWA. [36:02] Trends in Web3/Crypto and RWA. [39:45] The one thing that Qin En Looi know about RWA and Web3. [41:45] Role of Web3 in the Finance Industry. [43:06] What does great look like for Saison Capital? [43:45] Closing Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Do you know what the benefits of plant-based medicine are?

Are you struggling to achieve your goals & dreams?

We talk to Clint Davis, CEO of Cedar Leaf Capital, about how they are the first Indigenous-owned investment dealer in Canada created through an agreement between Scotiabank, two Indigenous owned corporations and a First Nation. He joins us to tell us more about the significance of this partnership. Connect with Clint on LinkedIn, Facebook and X/Twitter.

What's the one thing you can do today to build wealth for the future and become financially independent?

As AI continues to reshape the financial industry, the call for robust, transparent regulation grows louder. How can we answer that call, emphasize AI's compliance with existing laws, and understand the implications, all while continuing to promote quick innovation?  In this episode of Trading Tomorrow - Navigating Trends in Capital Markets, Host James Jockle of Numerix is joined by Professor Michael Wellman, currently one of the most influential voices on AI regulation and Division Chair of Computer Science and Engineering at the University of Michigan. 

In this episode we are celebrating the career to date of Naeem Ghauri.Naeem is the Chairman and a founding member of NetSol Technologies Inc., a Global provider of end to end IT solutions for the Leasing and Finance Industry. NetSol's clients are the Global Who's Who of Captive Auto Finance Companies as well as specialist Banks lending into Asset and Auto Finance for Large Enterprises, SME's and Consumers. They manage in excess of $300 Billion of their clients' Assets through their various IT platforms for over 200 clients globally. Naeem is also a founder and former CEO of OTOZ, an On Demand Mobility platform. OTOZ is the new enabling platform where OEMs, Auto Finance Companies, Car Dealers and Car Users will converge to create supply and demand for cars that are connected, insured, fuelled, charged, cleaned, accessible and ready for all types of journeys; an hour, a day, a week, a month or years. NetSol has been listed on Nasdaq since 1999 and has clients in 30 countries and offices in 8.In our conversation we discuss the influence that Naeem's entrepreneurial father had on Naeem and his brothers. We talk about why he turned away from aeronautical engineering and embraced IT. He shares openly about his successes and failures in property development in Australia and his route into NetSol with his brothers. He explains how his early years with Mercedes Benz finance were the start of a 28 year relationship between NetSol and Daimler. And we wrap up with some comments on the current landscape and NetSol's role to provide thought leadership and technology that enables their clients to be the beneficiaries of industry disruption rather than casualties.I first heard about NetSol when I was in China in 2008 and I've met Naeem on various occasions since then. But we had never had such a detailed conversation about his life and career journey. I found it fascinating and helpful to understand Naeem's background as one of the brothers behind the NetSol business and I look forward to hearing what resonates with you.Connect with NaeemLinkedIn: Naeem Ghauri Website: NETSOLThank you to our sponsors: ASKE Consulting Email: hello@askeconsulting.co.ukAquilae Email: cvm@aquilae.co.ukRelease the handbrake! - The Fulfilling Performance HubEpisode Directory on Instagram @careerviewmirror  If you enjoy listening to our guests career stories, please follow CAREER-VIEW MIRROR in your podcast app. Episode recorded on 5 March, 2024.

Have you found your true passion, purpose & meaning in life?

Welcome to the  Women's Wellness Series! This week's episode starts things off strong.Please welcome my new friend, financial queen, Emilie Dayan Hill. Emilie is a high net worth money manager here in Atlanta, GA. With her experience in the financial industry, Emilie created Finance That Feels. In its current state, Finance That Feels is a monthly publication on Substack that's about making money more meaningful in our lives. More specifically, Emilie believes in Financial Wellness, and wants women everywhere to feel empowered with their money. In today's episode, we're talking about: What is Financial Success versus Financial Wellness?Finance Industry - why does it feel like women aren't invited? Here's a hint, statistically speaking, we're not. Emilie breaks that down more and explains how the industry tends to serve men. Money Wellness practices - monthly check-in; how that can break down intimidation towards taking control of your finances.Growth mindset versus a scarcity mindset - how can you foster a healthy growth mindset when it comes to your finances. Money Scripts - Money personalities we've adapted from our past and how we were raised; Emilie breaks down  the four different scripts, what they mean, and how we can work on our own.How to cultivate Financial Wellness and find "enough."Check out Emilie's website, https://emiliedayanhill.com/. Don't miss out on Emilie's monthly Substack, Finance That Feels! You can subscribe here. You can keep up with Emilie on the daily by following her on Instagram @EmilieDayanHill.**Please note that today's episode is for educational purposes only and does not constitute investment or any type of financial advice. The opinions expressed are Emilie's and hers alone.**Connect with me:@in.betweenpod on Instagram@elizabethcheney_ on Instagram@theinbetweenpodcast on TikTokThe In-Between Podcast on YouTube

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“The purpose of SAP is to make the world run better— It's designed to improve every business process”. This week, Gareth is joined by a leader from one of the biggest software companies on the planet, SAP. Renaud Heyd, CFO of the software powerhouse in the UK, tells us all about his 25 years working for SAP and how they've shaped him into the tech leader that he is today. Renaud joined SAP straight after completing his MSc in Finance, and for the last 25 years, hasn't looked back since. He attributes his longevity at SAP to the ability to be his authentic self in a company that fosters growth and the ability to seize opportunities. With a customer base that generates 87% of total global commerce, Renaud's role as CFO is no small task. This episode is overflowing with stellar leadership advice and expert insight into the journey to CFO, as Renaud's workplace mantra of “you can either change roles or change the role itself” has resulted in his success at the 3rd largest software company worldwide. Time stamps What good leadership means to Renaud (02:20) The journey to CFO (04:02) Evolving the role of a CFO (09:09) The benefits of SAP cloud migration (14:35) SAP's influence in developing nations (21:55) How ready are SAP customers for AI capability? (23:49) Renaud's view on the future of AI (31:19) How to make it big in the finance industry (32:50) SAP's new sustainable tech (38:44) Renaud's advice to his 21-year-old self (42:52) 

Pushpendra Mehta meets with Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, to review the latest treasury news and developments. Topics of discussion include the following: Most treasurers prioritize SLY for short-term investment Fides unveils next-generation unified treasury management platform  Nine in ten CFOs project higher AI budgets in 2024 Deepfake may be the biggest payment security threat for CFOs and treasurers in 2024

Decoding the Journey of Success: Afsha ButtExploring Journey Towards Financial Victory: The Walk in Victory Podcast with Host NaRon Tillman and special guest AfsharIn this episode of the 'Walk in Victory' podcast, host, NaRon Tillman, from Queens, New York introduces strategies for achieving goals by sharing stories of individuals who overcame huge challenges. Guest Afshar, CEO and Founder of Wealth First, discusses her unique focus on helping clients discover their untapped financial potential and the impacts of biases in the finance industry. NaRon also delves into his life experiences, the importance of age appreciation, and his personal entrepreneurship journey. The discussion navigates through the intricacies of mutual funds, financial advising, portfolio balance, and diversification. The episode wraps with an emphasis on mentorship and a call to action for listeners to embrace continuous learning and self-growth.Time Line00:00 Introduction and Welcome00:47 Host's Personal Reflections and Podcast Purpose02:10 The Importance of Quality and Growth in Content Creation04:00 Guest Introduction: Afshar, CEO and Founder of Wealth First04:43 Understanding Unbiased Investing and Financial Planning05:00 The Pitfalls of the Finance Industry and the Need for Change06:56 The Importance of Independent Financial Advice07:33 The Role of a Financial Advisor and the Importance of Active Management18:45 Understanding Diversification in Investment24:16 Guest's Personal Journey into Finance26:32 Journey into the Financial System27:00 Choosing Entrepreneurship over Comfort28:06 The Drive to Change and Innovate28:41 The Struggle with Traditional Financial Systems30:08 The Importance of Independent Financial Advice30:31 The Role of Personal Branding in Business31:27 The Power of Storytelling in Business32:01 Challenges in Starting a Business32:28 The Unexpected Challenges of Entrepreneurship32:35 Overcoming Fear and Embracing Authenticity32:39 The Importance of Ignoring Public Opinion33:22 The Role of Content Creation in Entrepreneurship38:27 The Journey to Building a Unique Business44:43 The Importance of Financial Education for Youth48:07 Conclusion: Walking Towards Victory

Welcome back to the Inner Edison podcast, where we celebrate the indomitable human spirit and the power of transformation. I'm your host, Ed Parcaut. Today, we have the privilege to sit down with an exceptional guest—Chad Hufford, a man who has traversed the realms of military mindset training and wealth management, teaching us the invaluable role resilience and consistency play in every aspect of our lives. In this episode, we're diving deep into the psychological parallels between preparing soldiers for the rigors of combat and coaching individuals on the discipline of wealth management. Chad will share how he uses his expertise in performance psychology to foster a mindset geared towards persistence and the meticulous execution of plans. We'll delve into how the skills that make warriors on the battlefield can also create financial warriors in the market. Together, Chad and I will exchange personal anecdotes on how economic events shape investment philosophies, the underrated power of small, consistent actions, and why playing the long game is vital in finance, health, and relationships. Expect insights on the impact of tactical practices both in the theater of war and in personal habits such as fitness and cold plunging—a practice that we've both explored with fascinating results. We will also venture into the social side of things, with a lighthearted discussion on action movies before hitting upon the serious implications of mindset in pursuing a transformative path. From adopting a discipline akin to a military savings plan to navigating the new normal post-pandemic with autonomy and multiple streams of income, we cover it all. Get ready to be inspired and to look at your own "push-ups" in life—those consistent, seemingly small efforts—differently after this episode. It's all about turning those setbacks into setups for success, so let's ignite that spark to change your perspective and rebuild stronger, because remember, it's not about avoiding the crash; it's about how you reignite the engine after the fallout. Join us, as Chad Hufford, wealth management trainer and performance coach, takes us through his journey from biochemistry and battlefield to boardroom and bank account, only here on the Inner Edison podcast. Follow Ed on all social media outlets @EdParcaut Need more information? Please visit https://www.edparcaut.com #InnerEdisonPodcast #EdParcaut #ChadHufford #MindsetMastery #WealthManagementWisdom #ResilienceStories #OperationTransformation #PerformancePsychology #FinancialFitness #InvestmentStrategy #ConsistencyCounts #WealthAndWellness #ColdPlungeConversations #HormesisHealth #FinancialIndependence #TransformationalTales #AutonomyInAction #CrisisToOpportunity #LifeAfterMilitary #SurviveAndThrive #LearningNotVictimizing #DisciplineAndSavings #SuccessThroughConsistency #EmbraceTheChill #ColdWaterBenefits #VeteranVisions #FinancialCoaching #StayTheCourse #PushUpPower #MindfulMoneyManagement #VeritasAlaska

Explore the cutting-edge technologies captivating the finance industry's investments and attention. In this episode, host James Jockle of Numerix is joined by Prakash Neelakantan and Matthew Nelson of Broadridge Financial Solutions, to bring further context to their annual Digital Transformation study findings. From the impact AI and machine learning have had on operations, to how the pace of digital transformation within firms has changed, to why data analysis and visualization remain a high priority, listen as they paint a picture of what technological advancements are shaping finance and how. 

In this episode of Dr. B Show, Dr. B is joined by Nancy Robles, President of Eastern Funding, shares her journey from being a single mother on welfare to becoming a successful finance executive. She emphasizes the importance of education and how her degrees from Berkeley College and the University of Phoenix have helped her gain confidence and advance in her career. Nancy also discusses the lack of diversity in the finance industry and the need for companies to create a culture of equity and opportunity. She shares her experiences in breaking through the glass ceiling and offers advice for middle management professionals looking to advance in their careers.in the industry.KEY TAKEAWAYSEducation played a crucial role in Nancy's career development, helping her gain confidence and overcome the challenges she faced as a first-generation immigrant.Nancy believes that companies need to create a culture of equity and opportunity to increase diversity in leadership positions.Nancy emphasizes the importance of finding an organization with the right culture that values diversity and provides real opportunities for advancement.Nancy encourages middle management professionals to seek out mentors and advocates within their organizations to help shatter the glass ceiling.QUOTES"I needed to find confidence in myself and my abilities, and education was the key to that." - Nancy Robles"Diversity usually stops at entry-level positions. We need advocates in the room to push for real opportunities for people from minority backgrounds." - Nancy Robles"Put more energy into finding an organization with the right culture that has real opportunities for advancement." - Nancy RoblesYou can learn more about Nancy Robles in the links below.LinkedIn: https://www.linkedin.com/in/nancy-robles-27240535/If you're listening to the Dr. B Show Podcast, please subscribe, share, and we're listening for your feedback. You can also learn more about Dr. Jairo Borja at http://borjaconsultinggroup.com/.

Jay Bourgana is a renowned business visionary with a 25-year track record of transforming businesses into successes. As the founder of Foresight Partners, he focuses on long-term value creation, providing resources like capital and technology to foster sustainable growth. Foresight Partners works closely with businesses, tailoring strategies to their strengths while maintaining their independence and identity. Powerful Moments From The Episode 00:00 - 0 to $350 Million in Sales in 4 Years 00:37 - Introducing Jay Bourgana 03:21 - Immigrating from Morocco 05:42 - Leaving the Finance Industry for Massive Manufacturing Success 09:29 - How Jay Got Into Real Estate ($350 Million in Sales) 12:35 - Why You Should Take Time Off to Travel 16:02 - How to create Self Accountability for Entrepreneurs 17:43 - Why & How Jay Started Homeschooling His Children 28:01 - Jay is Crushing This Pillar Right Now 29:28 - How to Build Your Horizontal Income 31:32 - Jay Needs More Support On This Pillar 35:08 - Where Jay is Flirting with Disaster 42:06 - How Gobundance Has Impacted Jay's Life 47:28 - Jay's Advice For New Gobundance Members 50:22 - Gobundance Card Game Question Connect with Jay Instagram @jbourgana LinkedIn https://www.linkedin.com/in/jay-bourgana Learn More About Our Tribe! https://www.gobundance.com Want to watch the Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/  Watch How To Profit From Your Personal Brand | Mark Lack Ep 241 https://www.youtube.com/watch?v=OLYFjltV69s  Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance  Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.