Podcasts about finance matters

Are you determined to finally get on top of your finances once and for all?For many, looking at your bank account is something you dread, but how should we best manage what's coming in and what's coming out?For this edition of Finance Matters, guest host Anna Daly is joined by Paul Merriman of Ask Paul to discuss how to protect what you have now…

Are you determined to finally get on top of your finances once and for all?For many, looking at your bank account is something you dread, but how should we best manage what's coming in and what's coming out?For this edition of Finance Matters, guest host Anna Daly is joined by Paul Merriman of Ask Paul to discuss overdrafts and savings, as well as answer any of your questions!

Are you determined to finally get on top of your finances once and for all?For many, looking at your bank account is something you dread, but how should we best manage what's coming in and what's coming out?For this first edition of Finance Matters, Andrea is joined by Paul Merriman of Ask Paul to discuss tackling your finances, and answer any of your questions!

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit Most people think finance is someone else's job. The CFO. The CPA. The controller. Steve doesn't see it that way.In this episode, he explains why every single person in a business affects the financial outcome, whether they realize it or not. He shares a story from early in his career that completely changed how he views money, responsibility, and leadership.This isn't about learning accounting or staring at spreadsheets. It's about understanding what the numbers are actually telling you, and why avoiding them creates bigger problems over time. If you've ever said “I'm just not a numbers person,” this episode is for you._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. A seasoned financial literacy educator and coach. Laura shares her deeply personal journey into financial education, sparked by a lack of preparedness in her own life and a family experience that resulted in the loss of generational wealth. Through candid storytelling and practical advice, she empowers listeners to take control of their financial futures with strategic planning, budgeting, and mindset shifts.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. She has over 8 years of experience in the financial services industry. As a dedicated Financial Professional, she is committed to empowering individuals through comprehensive financial education. An expert in delivering personalized financial literacy programs, workshops, and one-on-one consultations, Laura helps clients achieve financial stability and success. She is passionate about assisting individuals in reaching both their short-term and long-term financial goals. They empower businesses and individuals to succeed by offering strategic financial strategies, expert guidance, and tailored business solutions. “You need to spend money because that’s the only way to have fun life experiences.” “You need to decide what you want to do in your life when you’re in your 20s because once you hit 50, you need to think about retiring.” Have you ever been told these phrases? Regardless of the answer, Laura Finney is here to tell you that they aren’t true. She didn’t start her Financial Planning business until she turned 50 years old, and her personal experiences with finances in and out of the realm of generational wealth have given her insights into finances that most financial planners couldn’t tell you. From how to build long-term wealth when you have few starting funds to how to give your child a happy life when the budget is tight to addressing misconceptions about money management, this episode of Money Making Conversations is so chock-full of financial advice that you don’t want to miss a single second. Tune in today! #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. She has over 8 years of experience in the financial services industry. As a dedicated Financial Professional, she is committed to empowering individuals through comprehensive financial education. An expert in delivering personalized financial literacy programs, workshops, and one-on-one consultations, Laura helps clients achieve financial stability and success. She is passionate about assisting individuals in reaching both their short-term and long-term financial goals. They empower businesses and individuals to succeed by offering strategic financial strategies, expert guidance, and tailored business solutions. “You need to spend money because that’s the only way to have fun life experiences.” “You need to decide what you want to do in your life when you’re in your 20s because once you hit 50, you need to think about retiring.” Have you ever been told these phrases? Regardless of the answer, Laura Finney is here to tell you that they aren’t true. She didn’t start her Financial Planning business until she turned 50 years old, and her personal experiences with finances in and out of the realm of generational wealth have given her insights into finances that most financial planners couldn’t tell you. From how to build long-term wealth when you have few starting funds to how to give your child a happy life when the budget is tight to addressing misconceptions about money management, this episode of Money Making Conversations is so chock-full of financial advice that you don’t want to miss a single second. Tune in today! #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. She has over 8 years of experience in the financial services industry. As a dedicated Financial Professional, she is committed to empowering individuals through comprehensive financial education. An expert in delivering personalized financial literacy programs, workshops, and one-on-one consultations, Laura helps clients achieve financial stability and success. She is passionate about assisting individuals in reaching both their short-term and long-term financial goals. They empower businesses and individuals to succeed by offering strategic financial strategies, expert guidance, and tailored business solutions. “You need to spend money because that’s the only way to have fun life experiences.” “You need to decide what you want to do in your life when you’re in your 20s because once you hit 50, you need to think about retiring.” Have you ever been told these phrases? Regardless of the answer, Laura Finney is here to tell you that they aren’t true. She didn’t start her Financial Planning business until she turned 50 years old, and her personal experiences with finances in and out of the realm of generational wealth have given her insights into finances that most financial planners couldn’t tell you. From how to build long-term wealth when you have few starting funds to how to give your child a happy life when the budget is tight to addressing misconceptions about money management, this episode of Money Making Conversations is so chock-full of financial advice that you don’t want to miss a single second. Tune in today! #BEST #STRAW #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Kelli and Alexa, hosts of the two shows, announce the merge of the two podcasts and the move of the Equipment Leasing and Finance Podcast to Equipment Finance Matters.  Subscribe to Equipment Finance Matters on Apple: https://podcasts.apple.com/us/podcast/equipment-finance-matters/id1500464877  or Spotify: https://open.spotify.com/show/43fGGQcByxbRTRKhbBfyJk?si=244H1nvDQ4Os5aw6PzmJug&nd=1&dlsi=22b930df245e44cd 

Kelli and Alexa, hosts of the two shows, announce the merge of the two podcasts and the move of the Equipment Leasing and Finance Podcast to Equipment Finance Matters.  Subscribe to Equipment Finance Matters on Apple: https://podcasts.apple.com/us/podcast/equipment-finance-matters/id1500464877  or Spotify: https://open.spotify.com/show/43fGGQcByxbRTRKhbBfyJk?si=244H1nvDQ4Os5aw6PzmJug&nd=1&dlsi=22b930df245e44cd 

In this solo episode, I cover a range of topics that have been on my mind lately.Tune in as I share insights into my recent investments and where I've been putting my money. I'll also chat about some captivating reads that have caught my attention.Shifting gears, I'll explore the reasons why we go to church, pondering its significance. And of course, I'll spill the beans on why I've been hanging out more on Instagram these days. Hope you enjoy listening as much as I did recording!

Nachhaltigkeit ist zu einem Thema geworden, das von niemandem mehr ignoriert werden kann – schon gar nicht im Finanzdienstleistungssektor. Banken spielen bei der grünen Transformation eine zentrale Vermittlerrolle, indem sie Nachhaltigkeitskriterien in ihre Kreditvergabe und Investitionsentscheidungen einbeziehen oder nachhaltige Finanzprodukte wie grüne Anleihen oder nachhaltige Kredite anbieten. Wie gelingt Banken diese Einflussnahme? Welche Besonderheiten gilt es zu beachten? Und wie verhindert man als Finanzinstitut das sog. Greenwashing“? Darüber spricht in diesem Podcast Madita Pesch, Beraterin bei zeb, mit Christian Rupp und Dr. Bernd Liesenkötter. Christian ist Partner bei zeb und Experte für das Firmenkundengeschäft mit Fokus auf die strategische Neuausrichtung und Weiterentwicklung. Bernd ist Nachhaltigkeitsexperte bei zeb und hat sich bereits in seiner Promotion vor über 10 Jahren mit Greenwashing und der nachhaltigen Transformation beschäftigt.

If you are taking up a job with a start-up, make sure you have your personal finances in order. How much do you plan to save? Do you have an emergency corpus and what about health and life insurance? In a conversation with Moneycontrol, Santosh Joseph, CEO and Founder, Germinate Investor Services, lists out some important personal finance matters to deal with. Listen in

Before you pack your bags and move overseas for a job, you will have to put some personal finance matters in order. Starting with your bank accounts to your investments, insurance and taxation matters, there's much that you will have to take care of. In a conversation with Moneycontrol, Sonali Pradhan, Head of Wealth Planning, Julius Baer India gives a simplified yet detailed overview of how to go about all this. Listen in

Patty and Brandi discuss Ryan Holiday's book Stillness is the Key, a NY Times bestseller that describes how to stay steady and draw on inner peace while the world is anything but quiet.  We go over the book's main concepts, historical examples, and practical applications, in the hopes that you'll find at least two or three ways that you can increase your own clarity, calm, and happiness.  We learned much from Holiday's book and hope you will, too! See also:   Stillness is the Key (summarized by the author) Stillness is Key (on the Daily Stoic)

In this episode, host Christy Mendelow welcomes guest Janet Friedman, a real estate finance and lending expert. Janet shares valuable insights and information about real estate financing and lending amid divorce. Whether you're going through a divorce or simply looking to expand your knowledge on the topic, this show is the perfect opportunity to help you gain a better understanding of the process in order to help you make more informed decisions. Don't miss out on this informative and engaging show! Please add this podcast to your library, rate, and review it. And share this and all episodes so others can benefit too. For more information about The Divorce Coaching Hour with Christy Mendelow, go to TheDivorceCoachingHour.com. See omnystudio.com/listener for privacy information.

Vice President for Finance Melody Bianchetto will retire from UVA on February 3 after 26 years of service. She sat down with Patty and Brandi to reflect on her career and her pursuit of diversity, equity, and inclusion in UVAFinance.   Resources Mentioned:  UVAFinance Mission, Vision, Values Melody's Brown Bag Series (under "Resource Library") Melody's Career Reflections Podcast  

Vice President for Finance Melody Bianchetto will retire from UVA on February 3 after 26 years of service.  She sat down with Patty and Brandi recently to reflect on her career.    Resources Mentioned:  UVAFinance Mission, Vision, Values Melody's Brown Bag Series (under "Resource Library") Melody's DEI Podcast

Our fight or flight response kicks in when we perceive a situation as potentially dangerous or threatening.  It's an automatic and unconscious impulse that stems from caveman days (thanks, evolution!) and could be causing you to burn out, make bad decisions, and all around feel pretty crummy at work and at home.  Patty and Brandi talk to Augie Maurelli, James Gorman, Gretchen Kriebel, Sarah Fleming, Addie Coe, and Stacey Rittenhouse about what they've learned about managing this response and prioritizing competing demands without letting their brains kick into overdrive.  Resources mentioned:  The Eisenhower Matrix Steven Covey Time Management Matrix More about Fight or Flight

Matthew sits down with Kelsa Dickey, the Founder of Fiscal Fitness Phoenix. She is a certified financial coach, businesswoman, and entrepreneur. Kelsa used diligent personal finance habits to empower her to start a business and achieve her goals. She'll provide insight into current economic trends, core financial values, and business practices that propelled her to success. To learn more about Kelsa, visit https://fiscalfitnessphx.com/. To learn more about Gen-Z for Financial Literacy, visit genzforfinlit.org. --- Send in a voice message: https://anchor.fm/genzforfinlit/message Support this podcast: https://anchor.fm/genzforfinlit/support

Two of the Business Analysts who joined the Change Management team during Finance Strategic Transformation share their perspectives on change, big projects, and what sets UVA and FST apart from other projects they've been a part of.  Featuring guests Derrick Carter and Detria Thomas.   Resources Mentioned:  The Change Curve

Six members of UVAFinance's first summer intern cohort are here to talk with Patty and Brandi about their experience in Central Finance at UVA.  Thank you to Luke Blair, Samyukhtha Venkateswaran, Karly Fuentes-Parades, Raymond Costa, and Amanda Lin (all UVA students), and Maheswar Ghimire (Piedmont Virginia Community College student) for taking the time to join us.  What an inspiring group!

Iota Nassr is a policy analyst at the OECD within the financial markets division. She currently manages the FinTech experts group of the OECD Committee on Financial Markets, leading the analysis around anything that has to do with digitalization of finance. The OECD Report “Why decentralised finance matters and the policy implications” is product of the committee's expert group composed of representatives of the 38 OECD members coming from Central Banks, Ministry of Finance and other financial authorities.   What is blockchain? Iota's definition of blockchain hasn't changed much since her previous podcast on Insureblocks on “Tokenisation of Assets and Potential Implications for Financial Markets – OECD Report” on the 13th of June 2021. She still sees blockchain and DLT, more broadly, as a way to record, share information and to exchange value in a decentralised manner without the need for trusted central authorities or intermediaries. However now she believes the emphasis is now more on the programmable nature of decentralised distributed ledger technologies and the level of disintermediation involved in the different networks and structures that we observe in the market.   Why this report? The Summer of 2020, also known as the DeFi summer caught the attention of the OECD. This was due to the exponential growth they were observing and the level of participation of retail investors in what is a very highly volatile market that is devoid of the traditional safeguards that are in place for investors and consumers in traditional financial markets. The feedback loops they have observed between DeFi and mainstream crypto such as Bitcoin, Ether ,the main stable coins along with the recycling of profits between the two kinds of environments, made it increasingly critical for the OECD to have a look at this space. The final reason for analysing this market was the growing institutionalisation of crypto assets, which may be increasing risks of interconnectedness between decentralised and traditional finance. This report's objectives is to like into DeFi models to understand the risks, opportunities and implications for traditional finance.   What is Defi? DeFi, decentralised finance, claims to replicate what is known as traditional finance in a decentralised way in an open way through applications built on Ethereum and increasingly on other blockchains. There are two possible misconceptions around DeFi. The first is that not all DLT based financial applications are DeFi. So the fact that a financial application is built on the blockchain does not make it by default part of DeFi. The second misconception has to do with self proclaimed DeFi applications that may not be truly decentralised. The degree of decentralisation varies from one project to another. The report defines three key defining features: Non-custodial: The protocols and the applications have a non-custodial nature. There is no central authority or other intermediary gains access to or control over participants' digital assets; instead, participants manage their private keys, and therefore their digital assets, directly. Self-governed and community-driven: Most DeFi protocols are open-source and allow the community to review and further develop the code underlying the protocols. This happens through the use of governance tokens. Composable: Existing components of DeFi networks (i.e. digital assets, smart contracts, protocols and applications built on top of the protocol layer) can be combined to create new applications. The open source nature of DeFi applications is a critical enabler of this attribute, as it allows everyone to look at the code and use it to create new applications. Source: OECD Report Author   Most popular DeFi products The concept of liquidity mining and of collateralized lending on the DeFi lending protocols was one of the most obvious ways for investors to earn yield on the back of mainstream crypto...

Through the electoral process, we vote our political candidates into government service. Elected government officials, thereafter, develop and enact important policies, regulations, and laws which then shape people's lives, in the immediate and long terms. Yes, elections directly impact our finances. In this episode: Alex Cook, CEO of ChristianWealth.com joins Finance Matters at Rhema 99.7 Newcastle. Episode 190 of the ChristianWealth Podcast. Support the show: https://www.christianwealth.com See omnystudio.com/listener for privacy information.

In this episode, we welcome members of UVAFinance's Inclusive Excellence Committee and Equity Action Team to discuss the trajectory of diversity and inclusion efforts in UVAFinance.  Our guests are Melody Bianchetto, ToShun Campbell, LaVerne Harris, and James Cobb. Resources Mentioned:  More on the UVAFinance blog about Inclusive Excellence activities: http://uvafinance.blogspot.com/search/label/Inclusive%20Excellence More on the UVAFinance Website about DEI (scroll down and click on Diversity, Equity, & Inclusion): https://uvafinance.virginia.edu/about-uvafinance DEI at UVA: https://dei.virginia.edu/inclusive-excellence  Previous Pods featuring Inclusive Excellence and Brave Space discussions: https://uvafinance.blogspot.com/2020/10/new-on-finance-matters-brave-space-in.html A Sampling of Previous Sprint Discussion Topics:  Uncomfortable Conversations with a Black Man, ft. White Allergies Rioting for Injustice, ft. Trevor Noah addressing protesting and rioting, plus Kimberly Jones interview Covert/Overt White Supremacy ft. Reverse Racism and Race vs. Religion Book Discussion:  Master of the Mountain:  Thomas Jefferson & His Slaves Colorblind Ideology:  CBS News: MLK's “content of character” quote inspires debate PBS: Why Colorblindness is not the right approach to race Traci Ellis TEDx: The Exceptional Negro: Fighting to be Seen in a Colorblind World Oprah Magazine: Being “Color Blind” Doesn't Make You Not Racist – In Fact, It Can Mean the Opposite. History of Race at UVA with Professor Kirt von Daacke: UVA and The History of Race UVA Group Honors Unknown Slaves at Burial Site, Sets Stage for Future Work From Kitchens to Gravesites: Commission Explores History of Slavery at UVA Racial Equity Task Force Releases Report, 12 Key Recommendations for Action Inclusive Mindset for Committed Allies (LinkedIn Learning) 1619 Podcast Lovecraft Country Defund the Police discussion with UVA Chief of Police Tim Longo:  Brookings Institute: What does ‘defund the police' mean and does it have merit? CNN: There's a growing call to defund the police. Here's what it means A Capital Insurrection An interview with UVA historian, Caroline Janney: The Dark Familiarity of Trump's Lost Cause Time Magazine: The 1898 Wilmington Massacre Is an Essential Lesson in How State Violence Has Targeted Black Americans NPR: The Lies We Tell Ourselves About Race Charles Blow: The greatest threat to our democracy Reveal News: Remembering a White Supremacist Coup Annette John-Hall: The Capitol insurrection was never about the election. It was about white supremacy The Vanishing Half by Brit Bennett Viruses don't see race, right? Johns Hopkins COVID-19 Map  American medicine was built on the backs of slaves.  UVA and the History of Race: Eugenics, the Racial Integrity Act, Health Disparities-integrity-act-health-disparities  The Tuskegee Study Meet Onesimus the Enslaved African Who Saved Boston from Smallpox For Black Americans, COVID-19 is a reminder of the racism of US healthcare Why African American communities are being hit hard by COVID-19  

For finance leaders in the media, news and entertainment industries, digital transformation has altered traditional business models. Disruptions in politics, public policy, and consumer habits along with ever-changing digital platforms, have forced many to pivot. Media financial executives are tasked with trying to survive in an industry beset with risks, and also making their organizations financially viable for years to come. Special Guests: Paul McDonald and Paul Sachs.

Your financial future is determined my your “Financial Literacy” Romulae stopped by to discuss the importance of making smart decisions and aligning your money within your values, the importance of mentors and more. For information check out www.carefinancialservices.com.au www.taxsmartcafe.com.au or send an email to rom@carefinancialservices.com.au you can also follow him on FB and Instagram @RomzGad @TaxSmartCafe @TheRoadAhead --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Good question! First, on the list, is to GIVE TO THE POOR. In Psalms 34:6, God hears when the poor cries and saves him out of trouble. Be His hands that helps the poor. Listen to this podcast episode to know 2 more areas to exercise obedience and generosity. In this episode: Alex Cook, CEO of ChristianWealth.com joins Finance Matters at 99.7 Rhema FM with host Wayne Hindson. Episode 172 of the ChristianWealth Podcast. Support the show: https://www.christianwealth.com See omnystudio.com/listener for privacy information.

We've got a panel of creative folks from the UVAFinance team in today's episode, talking about the benefits of creative pursuits on them as individuals and also as professionals on the Finance team.  Join Patty and Brandi as they talk with Jay Gallimore (musician), Matt Bonham (photographer, graphic artist), and Mary Wagamon (artist, writer), and get inspired to pursue your own creativity! Resources Mentioned: https://lillstreet.com/7benefitsofcreativity https://www.forbes.com/sites/ashleystahl/2018/07/25/heres-how-creativity-actually-improves-your-health/?sh=7f1d199313a6 Hear Jay in action:  https://profile.virginia.edu/jpg8x See Matt's Work:  www.bonhamcreative.com and www.mattbonham.com  

YES! Praying starts your journey to a generous life. When you pray, literally ask God who He wants you to give to, when, and how much. Generosity isn't natural to most of us BUT to GOD, generosity is His nature. And those conversations/prayers open your heart and mind to His. In this episode: Alex Cook, CEO of ChristianWealth.com joins Finance Matters at 99.7 Rhema FM with host Wayne Hindson. Episode 171 of the ChristianWealth Podcast. Support the show: https://www.christianwealth.com See omnystudio.com/listener for privacy information.

We may not see the immediate impact or the amazing things that can happen, BUT WHEN YOU SOW, when you generously sow, you are placing your seed in God's hands. He will multiply your seed. A glorious effect! We shouldn't underestimate any value in giving, big or small, IS A SEED that God causes to grow to bear fruits even beyond your lifetime. In this episode: Alex Cook, CEO of ChristianWealth.com joins Finance Matters at 99.7 Rhema FM with host Wayne Hindson. Episode 170 of the ChristianWealth Podcast. Support the show: https://www.christianwealth.com See omnystudio.com/listener for privacy information.

Our God is a generous God and He created us in His image and likeness. That means if He's generous, so should we! So, YES, He expects us to be as generous as Him, especially to the poor and needy. He expects generosity to be in the hearts and minds of Christians. In this episode: Alex Cook, CEO of ChristianWealth.com joins Finance Matters at 99.7 Rhema FM with host Wayne Hindson. Episode 169 of the ChristianWealth Podcast. Support the show: https://www.christianwealth.com See omnystudio.com/listener for privacy information.

Change Team Leader Angela Knobloch visits to discuss practical tips for managing yourself during times of change, including the dreaded "valley of despair."     Resources Mentioned: Gartner Report Engage for Change:  Clarify Purpose, Honest Reflection, Assess Opportunities, Note progress, Grow Skills, Exhibit Flexibility

How confident are you that you won't be retaliated against if you admit to a mistake at work?  The answer to this question is one of the biggest indicators of psychological safety in the workplace.  Listen in to learn more about psychological safety and its role in creativity, belonging, and productivity. Resources Mentioned:  Fifteen Ways to Promote Psychological Safety in the Workplace (Forbes) Deloitte's 2020 Global Human Capital Trends Report Amy Edmonson's Work on Psychological Safety:  https://web.mit.edu/curhan/www/docs/Articles/15341_Readings/Group_Performance/Edmondson%20Psychological%20safety.pdf https://www.youtube.com/watch?v=LhoLuui9gX8 

Do you ever look back on your past self and think about how much you didn't know then?  We all learn as we go through life, and we should get comfortable with the fact that we'll never know as much as we think we know.  Being aware of how much you don't know can actually make you a better manager and human being.  Listen in as Patty and Brandi discuss a book they admittedly haven't read full of good ideas on this very topic! Resources Mentioned: The Dunning Kruger Effect Think Again:  The Power of Knowing What You Don't Know by Adam Grant Adam Grant Interviews:   https://www.youtube.com/watch?v=CbqqIYTHuwM https://www.goodlifeproject.com/podcast/adam-grant-think-again/ https://www.ted.com/talks/adam_grant_what_frogs_in_hot_water_can_teach_us_about_thinking_againhttps://www.wsj.com/articles/think-again-review-moderately-condent-11612480886 Finance Matters:  Crucial Conversations (4 part series)

Patty and Brandi welcome Lisa Harris back to Finance Matters to discuss the Six C's of Inclusive Leadership as identified by Dr. Shirley Davis.     Resources Mentioned:  Dr. Shirley Davis' 6 C's of Inclusive Leadership More about Dr. Davis Valerie Kaur, Revolutionary Love (See No Stranger book) More of Lisa Harris on Finance Matters: Find Your True North The Importance of Resilience Bridging the Generation Gap in the Workplace      

We caught up with Ricardo from All Finance Matters and covered some of the most commonly asked tax related questions around Non Habitual Residency. Here is a short section of the interview where he talks about capital gains tax when you sell a property. To watch the video in full and over 6 hours of content from experts covering all aspects of moving to Portugal join us at Pure Portugal Plus - find out how to join us here - https://www.pureportugal.co.uk/pure-portugal-plus/ Find out more and contact Ricardo and team here - https://www.pureportugal.co.uk/directory/all-finance-matters/

During times of stress, it's important that we as managers and as teammates pay attention to our own well-being and that of our colleagues.  Here are six practical strategies that work both in and out of a pandemic.   Resources Mentioned:  The original blog post UVAFinance Shoutout board

Alex Fraser, Chief Executive of The London Institute of Banking & Finance, talks to leading figures about issues affecting the banking and finance sector – now and for the future. In this third episode, Alex talks to Radish Singh, Partner at Deloitte APAC based in Singapore and a member of LIBF's International Advisory Board. They discuss AI and machine learning's role in the financial services industry, fraud detection, education and much more. This interview took place on 21/12/2020. For more information on our qualifications and training go to our website and follow us on our social channels on Twitter and Linkedin.

Alex Fraser, Chief Executive of The London Institute of Banking & Finance, talks to leading figures about issues affecting the banking and finance sector – now and for the future. In this second episode, Alex talks to Richard Burge, Chief Executive, London Chamber of Commerce and a member of LIBF's International Advisory Board, about the impact of the pandemic for banks as well as how the Chamber is helping businesses to overcome hurdles. They also discuss the role of London and the UK in global trade, education and Brexit. This interview took place on 15/12/2020. For more information on our qualifications and training go to our website and follow us on our social channels on Twitter and Linkedin.

Alex Fraser, Chief Executive of The London Institute of Banking & Finance, talks to leading figures about issues affecting the banking and finance sector – now and for the future. In this first episode, Alex talks to Sabila Din, Founder of Din Consultants and a member of LIBF's International Advisory Board, about how banks are adapting and reacting to change and how they are supporting small and medium-sized enterprises. They also discuss gender diversity in the sector and other sustainability issues, including the role of agribusiness. This interview took place on 01/12/2020. For more information on our qualifications and training go to our website and follow us on our social channels on Twitter and Linkedin.

On This Episode we talk about some problems people face financially and we had a special guest MR wale Owoeye. we discuss how finance is a key determinant to the overall wellness of an individual , family and business and key advises for a fresh start . we also shed more light on the need of having a good financial status, how people can reduce the rate at which they spend money on irrelevant things which will make their financial life ease a bit. The ladies share experiences and tips for listeners . do enjoy this episode

The Challenging the Status Quo Panel Series was designed to show you different perspectives from UVAFinance employees who aren't afraid to challenge the status quo and share their thoughts and ideas with you.  Today's session focuses on the UVAFinance Service Model Project Plan, with guests Andrew Sallans, Scott Adams, and Raegan Harouff Gaye.     Want to watch the webinar?  Log in to the Continuous Improvement Community (behind NetBadge)

Let's talk about questions:  asking questions of others, asking questions of yourself, and asking questions for better collaborative results. Angela Knobloch joins Patty and Brandi to share how asking better questions can lead to improved relationships and better results. Resources Mentioned: UVAFinance Blog (Video):  Sharpen your questioning skills. Warren Berger's work:  https://amorebeautifulquestion.com/  Angela's previous pod:  https://everydaygrace.podbean.com/e/brene-browns-call-to-courage-finance-matters/ Our pod on President Ryan's book:  https://everydaygrace.podbean.com/e/finance-matters-wait-what/ TED Talk on asking questions:  https://www.youtube.com/watch?v=Ro9vDEZdQLk 

Volunteering:  it's great for networking, skill-building, and soothing your soul.  Tune in to this conversation with Brandi and Patty to learn more!   Resources Mentioned:  UVA Public Service:  https://publicservice.virginia.edu/service-opportunities/volunteer UVAHR Volunteer Center:  https://hr.virginia.edu/covid-19/volunteer-center UVA Health:  https://uvahealth.com/services/volunteer VolunteerMatch (choose your community for opportunities): https://www.volunteermatch.org/covid19   

The Challenging the Status Quo Panel Series was designed to show you different perspectives from UVAFinance employees who aren’t afraid to challenge the status quo and share their thoughts and ideas with you​.  Today's panelists are Amy Nolasco, Jonathan Agop, and Mara Hilliar.   RESOURCES MENTIONED: Watch the webinar on the Online Community in the CI space:  https://communityhub.virginia.edu/videos/1416?ru=2104&sr=stream (netbadge required) Listen to past webinars on Finance Matters! https://everydaygrace.podbean.com/e/challenging-the-status-quo-managers-panel-finance-matters/ https://everydaygrace.podbean.com/e/challenging-the-status-quo-webinar-finance-matters/

UVAFinance's Continuous Improvement Committee recently hosted a webinar on Challenging the Status Quo, featuring members of the FST team.  This webinar featured Lisa Shuler, Josh Breeden, and Phil Hamlett. Access the Continuous Improvement space in the online community (behind NetBadge):  https://communityhub.virginia.edu/community/uva-finance-transformation/continuous-improvement  More CI Webinar content on Finance Matters:   https://everydaygrace.podbean.com/e/challenging-the-status-quo-leadership-panel-2-finance-matters/ https://everydaygrace.podbean.com/e/challenging-the-status-quo-managers-panel-finance-matters/ https://everydaygrace.podbean.com/e/challenging-the-status-quo-webinar-finance-matters/  

This episode is a companion piece to our recent Brave Space discussion, found here: https://everydaygrace.podbean.com/e/brave-space-in-uvafinance-finance-matters/.   This pod contains a brief exploration of many terms we refer to in our Brave Space discussion, terms that are frequently used when racial equity is discussed.  In this episode, LaVerne Harris Grant joins Patty and Brandi to go over the basics.    Resources Mentioned:  https://vpdiversity.virginia.edu/inclusive-excellence Racial Equity Tools Glossary:  https://www.racialequitytools.org/glossary Implicit Bias test: https://implicit.harvard.edu/implicit/takeatest.html LinkedIn Learning "Inclusive Mindset for Committed Allies" https://www.linkedin.com/learning/inclusive-mindset-for-committed-allies/becoming-a-true-ally?u=2203468  Articles on the effects of bias:   https://www.americanbar.org/groups/crsj/publications/human_rights_magazine_home/the-state-of-healthcare-in-the-united-states/racial-disparities-in-health-care/ http://www.ohrc.on.ca/en/paying-price-human-cost-racial-profiling/effects-racial-profiling https://www.centerforhealthjournalism.org/2017/11/08/how-racism-and-microaggressions-lead-worse-health  

We're joined today by members of the Inclusive Excellence Advisory Group from UVAFinance, with a discussion of why fostering a brave space within the workplace is so important.  Guests on the panel are Melody Bianchetto, Steve Kimata, LaVerne Harris, and Jenn Bari.   Resources Mentioned:  Inclusive Excellence at UVA: https://vpdiversity.virginia.edu/inclusive-excellence Inclusive Excellence work within  UVAFinance:  http://uvafinance.blogspot.com/search/label/Inclusive%20Excellence  Previous Brave Space Podcasts: https://everydaygrace.podbean.com/e/brave-space-part-one-finance-matters/ and https://everydaygrace.podbean.com/e/brave-space-part-two-finance-matters/ 

UVAFinance's Continuous Improvement Committee recently hosted a webinar on Challenging the Status Quo, featuring UVAFinance leadership.  This webinar was the second of a series and featured a discussion with Steve Kimata, James Gorman, and Julie Richardson.  Listen to Part One  https://everydaygrace.podbean.com/e/challenging-the-status-quo-webinar-finance-matters/  Listen to the Manager Panel https://everydaygrace.podbean.com/e/challenging-the-status-quo-managers-panel-finance-matters/