Podcasts about finance podcast

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares practical strategies for protecting yourself from identity theft. From freezing your credit to creating stronger passwords and monitoring your accounts regularly, Darryl walks through clear, actionable steps you can take to help reduce the risk of fraud. Along the way, Darryl highlights real-life examples and common scams, helping you stay aware and proactive in safeguarding your finances. Show highlights include: • Three preventative measures to help reduce the likelihood of ID theft. • How freezing your credit works and when to consider it. • Tips for creating stronger, harder-to-guess passwords. • Why two-factor authentication can add an extra layer of protection. • Key steps to take immediately if you experience fraud. • Resources like identitytheft.gov and credit bureau fraud alerts. Whether you're looking to better protect yourself, help a loved one, or simply stay informed, this episode offers valuable insight into minimizing the impact of fraud and keeping your personal information more secure.

As we celebrate the conclusion of the second season of the If/Then podcast, we present a bonus episode featuring Deborah H. Gruenfeld, the Joseph McDonald Professor and Professor of Organizational Behavior and a Senior Associate Dean for Academic Affairs at Stanford Graduate School of Business. Gruenfeld, who appeared on the first season of If/Then in an award-winning episode about hierarchies and the nature of power, returned to the studio to share her thoughts on the value of academic research and its impact on individuals and organizations. “The nice thing about research is that it provides tools and methods and an approach to learn about what's true in the world, taking into account that what we learn from firsthand experience is not reliable,” she says. “Research helps us build a body of knowledge about what's actually true that we can trust.”This episode was recorded on July 16, 2025.Related Content:Deborah H. Gruenfeld, faculty profileWhy Research MattersWhy I Research: Findings Fueled by the Head and the HeartIf/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. Each episode features an interview with a Stanford GSB faculty member.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this exclusive Paisa Vaisa episode, host Anupam Gupta sits down with Saga Kochhar, co-founder of Rebel Foods, the company that revolutionized the food industry with the cloud kitchen model. Sagar shares the strategic decisions and "lightbulb moments" that turned Rebel Foods from a single QSR chain into the world's largest internet restaurant platform, with a portfolio of over 30 successful brands like Faasos, Behrouz Biryani, and Ovenstory. This episode is a masterclass in business innovation, covering: Cloud Kitchen Unit Economics: How the multi-brand playbook optimizes costs. Data-Driven Brand Building: Using consumer insights to launch new brands. The Power of Scalability: Ensuring food consistency with "de-skilled" recipes. Pivoting for Success: The strategic decision to go all-in on cloud kitchens. Entrepreneurship and Strategy: Advice on "intellectual honesty" and product-market fit. Future of Food Tech: The grand mission to disrupt the global food industry. Whether you're a startup founder, investor, or simply curious about the business of food, this episode provides a rare look inside a company that is fundamentally changing how we eat.See omnystudio.com/listener for privacy information.

Tune in to hear:What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this?Why is finding meaning in the mundane such an important part of living a fulfilled life?Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement?What psychological benefits accrue as a result of seeing your job as a calling rather than a simple means to and end?What is Dr. Amy Wrzesniewski's idea of “job crafting?”What is “minimization,” as a psychological principle, and why is it so detrimental?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2089-U-25216

In today's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores a timely question: Is the economy actually doing better than we think? While pessimism often dominates the news cycle, this episode highlights five key indicators that suggest economic resilience in 2025 - and what that means for long-term investors. Darryl breaks down: -Why employment trends may be stronger than they appear - even with recent layoffs. -How recent corporate earnings from companies such as Nvidia, Microsoft, and Meta have been interpreted as signals of underlying strength. -The real-world impact of AI in business and how it's driving profitability and efficiency. -What investors should understand about tariffs, trade policy, and global supply chains. -How recent deregulation is giving companies room to grow and innovate. If you've been wondering, “Should I still be investing right now?” or “What economic data actually matters?” - This episode offers thoughtful perspective. Tune in to gain clarity, filter through the noise, and make informed decisions rooted in your values and the broader economic landscape. Resources: https://www.morningstar.com/economy/job-growth-slowed-may-labor-market-remains-healthy-now  https://www.deloitte.com/us/en/insights/topics/economy/spotlight/US-labor-market-US-headline-numbers.html  https://abcnews.go.com/Business/trumps-tariffs-achieved-experts-weigh/story?id=123859218

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with PAX Financial Advisor Haley Wall for a heartfelt discussion on the emotional and financial challenges faced by widows. Drawing from real-life experiences and her work as a certified Loss of Life Advocate, Haley explains how widows can regain clarity and make informed financial decisions after a loss. From navigating life insurance and estate documents to avoiding predatory scams and understanding Social Security's widow blackout period, this episode offers practical guidance and emotional insight. Key highlights include: The first financial step every widow should take - pause. Why widows are often targeted by scammers and opportunists. The importance of updating wills, beneficiaries, and medical directives. How the widow's Social Security blackout period works - and how to prepare. The emotional weight of stewardship and honoring a spouse's legacy. Available community resources, including grief counseling and support groups. Whether you're navigating widowhood yourself or supporting someone who is, this episode offers both compassion and direction. For more support, visit PAXFinancialGroup.com or contact Haley directly at Haley@PAXFG.com.

This week on If/Then, we're sharing an episode of The Future of Everything, a podcast hosted by Stanford School of Engineering professor and friend of the show Russ Altman.Everyone has goals — some are monumental, others modest — but every goal matters. Szu-chi Huang, an associate professor of marketing at Stanford Graduate School of Business, is an expert on sustaining enthusiasm for individuals, customers, and employees across global corporations and organizations.On this episode, Huang shares what it takes to stay motivated over time — not just at the beginning of a goal, when energy runs high, or at the end, when the finish line is in sight, but through the toughest part: the middle. She explains why motivation is a dynamic process that requires different tools at different stages, and offers practical advice drawn from her research on everything from retirement savings and loyalty programs to children's health and social apps. Along the way, she and Altman explore how purpose, progress, and even a little social pressure can help us keep going — and how AI might someday coach us through.More Resources: Szu-chi Huang, faculty profile & If/Then episode Russ Altman, faculty profile The Future of EverythingIf/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society.Chapters:(00:00:00) IntroductionRuss Altman introduces Szu-Chi Huang, professor of marketing at Stanford GSB.(00:03:31) Studying MotivationSzu-chi shares what led her to study motivational science(00:04:03) Defining MotivationMotivation as the drive to close the gap between current and ideal self.(00:04:57) The Science of MotivationStudying motivation through behavioral and neurological data.(00:05:48) Why It Matters in BusinessHow motivation science applies to leaders, teams, and customers.(00:06:39) Motivation FrameworkThe strategies needed in order to stay motivated over time.(00:07:42) The Mindset of MotivationThe different mindsets needed throughout the stages of motivation.(00:09:21) Motivating Kids to Choose HealthyA Collaboration with UNICEF to study what motivates children.(00:10:55) Gamified Coupons in PanamaA study using gamified coupons to influence children's food choices.(00:14:26) Loyalty Programs as MotivationHow customer reward programs act as structured goal journeys.(00:16:47) Progress Versus PurposeThe different incentives needed in each stage of loyalty programs.(00:18:29) Retirement Saving LessonsHow financial institutions apply motivational science to long-term goals.(00:21:12) Motivation in Social ContextThe role of social connections in goal pursuit and sustaining motivation.(00:26:10) Designing Apps for MotivationHow redesigning user interfaces can help users stay motivated.(00:27:20) AI as a Motivation CoachUsing AI to personalize feedback across all stages of goal pursuit.(00:30:09) Starting and Sustaining a GoalPractical strategies for launching and sustaining a goal.(00:31:57) ConclusionSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this heartfelt episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with fellow PAX advisor David Alvarez to discuss a deeply personal and often overlooked financial planning topic - supporting families who have children or loved ones with disabilities. David shares his own journey into financial services, shaped by his family's background and a career that began at the peak of economic uncertainty. Now a key member of the PAX team, David has developed a specialized focus on serving families navigating the complex realities of long-term disability planning. Together, Darryl and David explore: • How David's passion for serving families with special needs began. • The emotional and financial toll of long-term illness or disability. • Key planning tools like ABLE accounts and Special Needs Trusts. • The importance of acting on important, but not always urgent, financial tasks. • How PAX's “Honest Conversations” methodology helps both spouses find clarity and peace of mind. Whether it's planning for a child with autism, preparing for future medical expenses, or simply figuring out where to start, this episode offers real-world guidance for those walking a challenging path. If you or someone you know is navigating life with a loved one who has special needs, don't miss this episode. And remember - you think different when you think long term. Learn more or reach out at PAXFinancialGroup.com.

Crypto runs on stablecoins — and they're far less stable than they sound.Bloomberg investigative journalist Zeke Faux followed the money behind the scenes. What he uncovered will change the way you see digital money — and the trust it's built on.Listen to understand the hidden forces shaping the future of money.

Rates are stuck, debt is exploding, and the dream of homeownership feels more like a financial fairytale. From $120K Bitcoin to $350K starter homes, this episode unpacks the chaos behind today's real estate market with a punch of humor and a dose of hard truth. If you're a Realtor or mortgage pro trying to keep up, this is the episode that breaks it all down.

The extensive wealth of triple murderer Erin Patterson is almost certain to now be the subject of claims from the estates of her victims: The extraordinary story highlights some key changes in the world of wills and inheritance. In today's show, we cover: Rich from inheritance, Erin Patterson now set to face money claims The rapidly changing rules for wills and inheritance Why Wills left on iphones will become more common What you need to know about inheriting super Lawyer and financial adviser Chris Hill of Inherit Australia joins Associate Editor Wealth, James Kirby in this episode.See omnystudio.com/listener for privacy information.

Tune in to hear:What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose?Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger?What is an example of how curiosity is hardwired into our genetic makeup?What can “convergent” and “divergent” ways of thinking tell us about why creativity must be actively cultivated to avoid squelching it?What did author Susan Engle discover about how curiosity steadily diminishes throughout grade school if it's not actively attended to?How is curiosity correlated to longevity, if at all?What are some actionable ways we can cultivate creativity in our daily lives?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Roger Stukkie - Certified Financial Planner™, Certified Kingdom Advisor®, and Financial Advisor at PAX - for a thought-provoking conversation about the intersection of faith and finances. From biblical definitions of generosity to real-world giving strategies, this episode dives into steps you can take to be both a Christian and a steward of your financial resources. Darryl and Roger explore how aligning your money mindset with your faith can lead to deeper fulfillment, more intentional giving, and long-term impact. Key Highlights Include: • The difference between becoming a Christian and living as one - especially when it comes to money. • Why generosity is more about stewardship than sacrifice. • How to overcome skepticism and give with confidence (even if you don't fully trust the organization). • Checks and balances in nonprofit financials and how to evaluate them. • Two tax-efficient giving strategies every faith-driven investor should know: QCDs and donor-advised funds. Whether you're a faith-forward investor or simply exploring how your values align with your financial life, this episode offers practical tools and spiritual insight to help guide your giving. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

In Episode 169 of The Investor Professor Podcast, Dr. Ryan Peckham and co-host Cameron take stock of the wild ride that was the first half of 2025. From a market nose-dive in April to a remarkable recovery and new all-time highs, the duo unpacks the key events that shaped investor sentiment, including political shakeups, tariff turbulence, anchoring bias, and the velocity of market swings. With the S&P 500 now up over 5% year-to-date, they examine how investor psychology and retail participation continue to drive volatility—and how disciplined strategies like dollar-cost averaging remain the antidote to reactive behavior.The episode also touches on Amazon Prime Day, new IPO momentum (including Figma's blockbuster numbers), the return of SPACs, and the looming impact of interest rates and political appointments on the back half of 2025. Beyond markets, Cameron shares personal updates—including his upcoming MBA journey—while Ryan reflects on goals, growth, and the importance of making the most of the year's second half. Whether you're chasing gains or chasing purpose, this episode is a timely reminder: don't mistake activity for achievement.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles one of the biggest challenges facing investors today: information overload. With news headlines, political rhetoric, and market commentary flooding our daily lives, making sound financial decisions can feel like navigating a maze. Darryl breaks down the subtle (but critical) differences between mentors, coaches, and consultants - and explains why having a trusted guide can help you stay rational when emotions threaten to derail your long-term strategy. Key Highlights Include: • How mentors, coaches, and consultants each play unique roles in your financial life. • The behavioral traps that can derail even the most rational investors. • A real-life case study of emotional decision-making during market turmoil. • How misinformation influences your perception of risk and opportunity. • Why your advisor should be more than just a financial “consultant”. Whether you're feeling stuck or simply want to build a better decision-making framework, this episode offers a thoughtful and empowering perspective. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resource: https://www.justfactsdaily.com/50-examples-of-fake-news-in-2024 

This week on If/Then, we're sharing an episode of Think Fast, Talk Smart, a podcast hosted by Stanford Graduate School of Business lecturer and friend of the show, Matt Abrahams.How do you communicate with others when you're confused yourself? For fellow GSB lecturer Rob Siegel, leadership isn't about avoiding uncertainty: it's about embracing the clarity that ambiguity can bring.In his latest book, “The Systems Leader: Mastering the Cross Pressures That Make or Break Today's Companies,” Siegel explores how leaders today are “living in dualities,” caught between managing existing processes and adapting to emerging disruptions. “The sooner we get comfortable with [change] in the sense of ‘I don't have to like it, but I can deal with it,' then [we can] lead our teams and give them the calm to know they can get through this.”On this episode of Think Fast, Talk Smart, Siegel and Abrahams explore how to communicate effectively amid constant change. From preparation strategies for spontaneous speaking to building trust through candid conversations, you'll hear practical tips for communicating with clarity when nothing is certain but change.More Resources:Rob Siegel, faculty profileMatt Abrahams, faculty profileThink Fast Talk Smart If/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. For a full transcript of this episode, visit our podcast's website.Chapters: (00:00:00) IntroductionKevin Cool previews season three and introduces a featured episode from Think Fast Talk Smart.(00:00:40) Introduction to Rob SiegelMatt Abrahams welcomes Rob Siegel and introduces his new book The Systems Leader.(00:01:34) Teaching in a Time of ChaosRob explains how his course on systems leadership evolved amid global uncertainty and AI disruption.(00:02:39) Frameworks for Modern LeadershipRob outlines key leadership frameworks, including five cross pressures from his book.(00:04:01) Communication's Role in LeadershipThey discuss how facts, context, and communication help leaders navigate uncertainty.(00:06:18) Balancing Innovation and ExecutionThe conversation turns to managing the tension between creative innovation and operational goals.(00:08:00) Leading Through AmbiguityThey explore how leaders can embrace ambiguity as a normal, strategic part of leadership.(00:09:41) Navigating Short- vs Long-Term ThinkingRob breaks down how leaders balance quarterly goals with long-term planning and vision.(00:12:32) Strength and Empathy in LeadershipMatt and Rob examine how leaders can balance warmth and strength in team relationships.(00:16:03) How to Keep Students EngagedRob shares his best practices for engaging students through preparation, spontaneity, and challenge.(00:18:55) Building Trust Through Genuine CareThey reflect on the role of genuine interest in others as a foundation for trust and communication.(00:21:35) Communication Role Models and RecipesRob names Irv Beck as a communicator he admires and shares his top three ingredients for great communication.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to hear:What are anti-goals and why are they often just as, if not more, powerful than goals?What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain?Why do humans have asymmetrical risk preferences and what does this reveal about human nature?What did famous investor Charlie Munger mean by his famous quote “invert, always invert?”What is the Stoic exercise of “Premitatio Malorum” and how can it be used in everyday life?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1754-U-25176

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks the complex world of bonds and why they matter to everyday investors. With market headlines swirling and interest rates shifting, Darryl breaks down what bonds really are, how they function in your portfolio, and why government debt isn't just a political issue - it's a personal one. From explaining how bond auctions work to highlighting the risks of chasing returns, this episode offers a practical and reassuring look at what is often considered the “boring” side of investing - and why it deserves your attention. Key Highlights: • Why bonds still play a vital role - even if you prefer stocks. • What bond auctions reveal about global trust in the U.S. economy. • The four principles every investor should follow when it comes to bonds. • Why professional bond management can make a major difference. • How to stay calm (and informed) in the face of economic uncertainty. Whether you're nearing retirement or helping a loved one navigate their investment journey, this episode provides timeless insights with a steady hand. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resources:

Tune in to hear:What did author Steven Pressfield have to say about resistance?What are “circular techniques” in Martial Arts and what can they teach us about the power of rolling with resistance?What was the “salt march” that Gandhi led and what does it illustrate about the power of resistance?What is the “Acceptance and Commitment Therapy” methodology that psychologist Dr. Steven C. Hayes invented?What did Steven C. Hayes mean by “self-as-context” and what should we take away from this perspective?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a timely and personal perspective on the cost - and value - of college education. With one child already in college and another preparing to go, Darryl walks listeners through findings from SoFi's “The Cost of Admission” report and offers four hard-hitting takeaways that every family should consider before signing on the dotted line. From real-life debt stories to the generational impact of poor financial decisions, this episode is a candid look at what too many Americans learn the hard way: how you pay for college matters just as much as where you go. Key Highlights: Why “ignorance is not an excuse” when it comes to student loan debt. The $365,000 medical school debt story - and what it teaches us. What most borrowers say they regret about college financing. The importance of making affordability a higher priority than reputation. How parents can help kids “think long term” when planning their future. Whether you're planning for your child's education or revisiting your own financial journey, this episode delivers the kind of clarity that cuts through the noise. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resources: New SoFi Report Uncovers the Biggest Challenge in Financing Higher Education: Understanding the True Cost About Dr. Riley – College App 101 Scholarships for College: Find and Apply Online for Free | Going Merry

Do you stick to the rules or do you roll through stop signs? Whether you're “tight” or “loose” — how closely you adhere to social norms — has major implications for your life at home and at work. “To be effective, we want to be ambidextrous,” says Michele Gelfand, the John H. Scully Professor in Cross-Cultural Management and Professor of Organizational Behavior at Stanford Graduate School of Business. “Even if we might lean tight or loose, we want to be able to create a context where we can have both tight and loose elements.”Sophisticated strategies will fail if they don't account for deeply embedded norms, and Gelfand breaks down why the adage that “culture eats strategy for breakfast” is more than just a management cliché. “From the moment we wake up to the moment we go to sleep, [culture is] affecting everything from our politics to our parenting,” Gelfand says. “But we take it for granted — we don't even think about it. So it's kind of invisible. And that's a pretty profound puzzle.” What's the biggest cultural adjustment you've made? Share your story at ifthenpod@stanford.edu.This episode was recorded on January 28, 2025.Related Content:Faculty profilePsst — Wanna Know Why Gossip Has Evolved in Every Human Society?Class Takeaways — The Art of NegotiationWhy the Pandemic Slammed “Loose” Countries Like the U.S.If/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. Each episode features an interview with a Stanford GSB faculty member.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Realtors, want to thrive—not just survive—in today's market? This episode unpacks the AI Real Estate Revolution, showing how smart tech can supercharge your sales and client connections. Discover the must-use tools and mindset shifts that will elevate your real estate game.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a cautionary tale about the hidden costs of do-it-yourself investing. With relatable personal stories and real client experiences, Darryl explores the traps that DIY investors often fall into - missed opportunities, tax missteps, and emotionally driven decisions - and explains why having a trusted advisor can make all the difference. Whether you're confident in your own financial abilities or know someone who insists on doing it alone, this episode offers a practical, grounded look at why experience, emotional discipline, and guidance matter when navigating your financial future. Show highlights include: What happened when a client chose DIY over working with an advisor. Three qualities a successful DIY investor must have. Common (and costly) DIY mistakes Darryl has seen firsthand. Why advisors act more like copilots and river guides than stock-pickers. A powerful reminder about the role of compounding and proper strategy at any age. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Exploring Data Mesh and Open Source Governance with Daniel PaesIn this episode of the FINOS podcast, Grizz Griswold interviews Daniel Paes, a FINOS Ambassador. They discuss concepts like data mesh, data contracts, and the use of open source tools like Legend and CDM in data governance. Daniel shares his journey from a business intelligence analyst in Brazil to a principal director at a CloudOps and DataOps company in Canada. They also talk about the Open Source and Finance Forum (OSFF), upcoming events, and Daniel's innovative projects like Runink. This episode offers insights into the adoption of open source tools in financial services and practical applications of data governance models.00:00 Introduction to CDM and Legend01:07 Upcoming OSFF Events and Sponsors03:06 Meet Daniel Paes: Background and Career04:08 Daniel's Journey with Open Source06:20 Open Source in Brazil and Canada11:31 Daniel's Career Path15:32 Current Projects and API Days Insights15:42 Exploring FINOS Legend and CDM22:07 Runink: A New Open Source Project29:12 Becoming a FINOS Ambassador30:10 Conclusion and Future PlansDaniel Paes: https://www.linkedin.com/in/danspaes/Runink: https://www.runink.org/Grizz Griswold: https://www.linkedin.com/in/aarongriswold Find more info about FINOS: On the web: https://www.finos.org Open Source in Finance Forum (OSFF Conference): https://www.finos.org/osff-2025 2024 State of Open Source in Financial Services Download: ⁠https://www.finos.org/state-of-open-source-in-financial-services-2024⁠ FINOS Current Newsletter Here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.finos.org/newsletterLinkedIn: https://www.linkedin.com/company/finosfoundation Twitter: https://twitter.com/FINOSFoundation About FINOSFINOS (The Fintech Open Source Foundation) is a nonprofit whose mission is to foster the adoption of open source, open standards, and collaborative software development practices in financial services. It is the center for open source developers and the financial services industry to build new technology projects that have a lasting impact on business operations. As a regulatory compliant platform, the foundation enables developers from these competing organizations to collaborate on projects with a strong propensity for mutualization. It has enabled codebase contributions from both the buy- and sell-side firms and counts over 50 major financial institutions, fintechs and technology consultancies as part of its membership. FINOS is also part of the Linux Foundation, the largest shared technology organization in the world. Get involved and join FINOS as a Member.

Tune in to hear:What is the “drown proofing” technique, often taught to Navy Seals, and what is a takeaway from it that can be applied in our daily lives?What is Alan Watts' “backward law,” or “the law of reversed effect?”What is the psychological phenomenon of pareidolia and what can it teach us about our collective search for meaning?What are some philosophical examples of how meaning often ensues in our lives?What can we learn from Vietnam's “Great Hanoi Rat Massacre?”LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into a cutting-edge topic that could reshape the future of finance: tokenization. While the conversation touches on familiar ground like Bitcoin and blockchain, the real focus is on how tokenization may democratize access to investments and redefine ownership in a digital age. Drawing comparisons to past investment evolutions - from mutual funds to ETFs - Darryl explains why tokenization could be the next major shift, offering both new opportunities and new risks. In this episode, you'll learn: • What tokenization means and how it works. • How blockchain technology supports this financial evolution. • Real-world examples, including Nas and Taylor Swift royalties. • What this could mean for individual investors - and the hurdles that still exist. • Why regulation and infrastructure are key to mainstream adoption. Darryl also shares personal stories from his early days as an ETF adopter, highlights the costs saved through innovation, and reflects on how tokenization might bridge the gap between consumers and ownership. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

AI has the potential to reshape medicine. But translating its promise into solutions for providers and patients is a high-stakes challenge.“There's a lot more problems than solutions available,” says Mohsen Bayati, the Carl and Marilynn Thoma Professor of Operations, Information & Technology at Stanford Graduate School of Business. “So it's ripe for innovation.”From trust and privacy to hallucination and data quality, the complications are significant. Bayati says that safely and effectively integrating AI into an enormous industry that treats people in their most vulnerable moments requires safety guardrails, human oversight, and maybe even a leap of faith. “[We] need to have patience with the benefits of these systems,” he says.Are you ready to interact with artificial intelligence at the doctor's office? Sound off at ifthenpod@stanford.edu.This episode was recorded on March 4, 2025.Related Content:Mohsen Bayati faculty profileA Peek Inside Doctors' Notes Reveals Symptoms of BurnoutMany Health Care Workers Are Emotionally Exhausted, and Technology May Be to BlameWhy Hospitals Underreport the Number of Patients They InfectIf/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. Each episode features an interview with a Stanford GSB faculty member.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks one of the most common phrases he hears from clients: “I'll retire in five years.” But what does that really mean - and what's holding people back from following through? With stories drawn from real-life experience, Darryl explores how this five-year mindset can become a psychological trap, one that offers comfort without commitment. From the emotional side of financial planning to the real-life consequences of delay, this episode is a call to clarity and action. Key highlights of the episode include: Why “five years from now” is often more of a coping mechanism than a plan. Why defining your retirement date matters, and how to actually do it. Small but powerful first steps that move your plan forward (like healthcare and Social Security strategy). Why simplifying your life may be the smartest financial move you make. Whether you're five years out from retirement - or have been saying that for the last decade - this episode offers thoughtful insights to help you stop waiting and start planning. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie's path to senior leadership, as well as how the bank is advocating for greater gender balance and fostering leadership pathways for women. Tune in to find out: The importance of being challenged in your thinking. How the industry can better support female talent. Why ANZ started its Doyenne program to support women in broking. And much more!

Tune in as Pushpendra Mehta and Paul Galloway dive into the third topic in the series: Cash Forecasting. Tune in for deeper insights. You can explore the Leading Practices in Treasury eBook or its audiobook by visiting here For a visual overview, watch the video version here

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down the recent U.S. credit downgrade by Moody's - and what it really means for the economy, the markets, and your personal finances. While headlines may spark panic, Darryl walks listeners through the facts with clarity and perspective. From the ripple effect on mortgage rates to the role of active bond managers, Darryl explains why this downgrade, though historic, isn't cause for alarm - and why the U.S. remains, in his words, “the cleanest shirt in a dirty load of laundry.” Key highlights of the episode include: What the Moody's downgrade means - and why it happened now. How it impacts stock and bond markets differently (and why the stock market already saw it coming). The connection between U.S. Treasury yields and rising mortgage rates. Why active bond management matters more in volatile conditions. The long-term perspective: why the U.S. is still the safest place for capital despite the headlines. Whether you're an investor, homeowner, or business owner, this episode offers a calm, candid take on a complex topic - helping you understand what really matters behind the noise. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

“The way I think about trying to anticipate and shape the AI future requires us to take a step back and ask ourselves first, ‘What does this technology do? What does it enable?'” reflects Amir Goldberg, a professor of organizational behavior at Stanford Graduate School of Business. “That's very different from asking ourselves, ‘How is the technology implemented?'” From locating the origins of innovation to identifying hidden barriers blocking new ideas, Goldberg presents a framework for harnessing novel technological capabilities like AI — capabilities that are essential for staying ahead of the competition. “The data/AI train is leaving the station,” he says. “The problem is, there are many trains — and some are going off a cliff.” Is your organization exploring how to transform its experience into data? Tell us your story at ifthenpod@stanford.edu.This episode was recorded on February 5, 2025.Related Content:Amir Goldberg faculty profileTo Discover Breakthrough Ideas, Look to the OutsidersIs Your Business Ready to Jump Into A.I.? Read This First.Why Investors Throw Money at Eccentric CEOIf/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. Each episode features an interview with a Stanford GSB faculty member.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down one of the most overlooked but critical elements of financial planning: the discovery meeting. Whether you're already a client or just starting to explore a relationship with an advisor, understanding how PAX approaches discovery reveals a lot about what it means to truly serve clients with clarity, care, and purpose. Darryl shares a behind-the-scenes look at how PAX advisors engage with new clients - not with sales pitches or pressure, but with thoughtful questions and deep listening. Through personal stories, lessons from past client experiences, and insights drawn from behavioral finance, this episode offers a valuable window into how the right discovery process sets the foundation for long-term success. Key highlights of the episode include: What a discovery meeting is really about - and how it differs from old-school sales tactics. Why the first question a good advisor asks isn't “What do you have?” but “What do you want?” How behavioral finance tools like “Money Mind” and “Honest Conversations” help uncover what truly matters. The importance of including both spouses - and why trust, relief, and clarity are the true deliverables. How today's advisors are thinking partners - not brokers, not salespeople - and why that distinction matters. Whether you're looking to revisit your own financial goals or want to understand how PAX serves the people you refer, this episode reframes financial planning not as a product, but as a partnership rooted in values and vision. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security? Find out in this practical treasury discussion.

Tune in to hear:What is the idea of Lindy's Law, also known as The Lindy Effect? What is statistician Nassim Nicholas Taleb's unique take on this?How has an acceptance of our finitude been expressed, and even celebrated, by cultures all over the world?What is the Zen Buddhist concept of “Satori” and what can we learn from it?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, reflects on the life, legacy, and investing philosophy of Warren Buffett in light of his upcoming transition from CEO of Berkshire Hathaway. At 94 years old, Buffett's influence on the world of finance spans generations - and in this thoughtful episode, Darryl shares not only Buffett's remarkable accomplishments, but also the lessons that everyday investors can learn from his unique approach. Darryl unpacks Buffett's investing style, personal quirks, and lesser-known decisions, while offering insight into how value investing has evolved - and where it may still hold relevance in a fast-moving, AI-driven market. Key highlights of the episode include: • What really made Warren Buffett successful - and why focus, brilliance, and longevity matter. • The origins of Berkshire Hathaway and how it became a powerhouse holding company. • Why Buffett's love of insurance companies fueled many of his smartest investments. • The difference between value and growth investing - and where you may fit. • How Buffett's famous quotes reflect deeper truths about risk, reputation, and success. From reflections on Buffett's personal life and ethics to the power of focus and time, this episode invites listeners to think more intentionally about their financial lives - and to consider how long-term thinking, not short-term wins, truly builds wealth and wisdom. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Neil Malhotra, the Edith M. Cornell professor of political economy at Stanford Graduate School of Business, aims to identify the nature of our tumultuous political moment in his work. In this episode, Malhotra explores rising distrust, shifting political identities, and what these changes mean for individuals — and businesses. Plus, the billion-dollar question: “Is Trump creating a movement that is separate from himself or is it identified with himself?” Malhotra asks. “It remains to be seen.”Is there a political question you'd like us to explore? Email us at ifthenpod@stanford.edu.This episode was recorded on December 18, 2024.Related Content:Neil Malhotra faculty profile: https://www.gsb.stanford.edu/faculty-research/faculty/neil-malhotraA Surprising Discovery About Facebook's Role in Driving PolarizationPulling Back From Polarization: How Business Leaders Can Step Up10 Tips for Tackling Political Polarization in the Workplace and BeyondHow the Supreme Court's Abortion Ruling Played in the Court of Public OpinionIf/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society. Each episode features an interview with a Stanford GSB faculty member.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Realtors, ready to slash your workload and still close more deals? Discover how AI-driven Realtor tools are helping agents automate follow-ups, generate custom CMAs, and find their perfect niche—without lifting a finger. In this episode, tech strategist Jeff Loyd reveals how to future-proof your real estate career and start working smarter today.

The re-elected Albanese government is offering to effectively cut the price of home batteries for solar by half. That's on top of the generous tax incentives it has already rolled out for electric cars: It's time to cash in on the greening of Australia. In today's show we cover The new federal incentive to cut home battery costs in half How to have a fully tax deductible electric car Renting your home and Capital Gains tax Is the deeming rate now 'deemed' untouchable? James Gerrard of www.financialadviser.com.au joins Associate Editor- Wealth, James Kirby in this episodeSee omnystudio.com/listener for privacy information.

In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.  

Tune in to hear:What were some of the catalysts for The Great Chinese Famine and what does this teach us about unintended consequences?What did Nietzsche have to say about the important role suffering plays in our lives and personal growth?What is congenital analgesia and what does it teach us about the protective role of pain?Why do some scientists believe depression plays an important evolutionary role and what role might it play?What is post-traumatic growth?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes on one of the most urgent and often misunderstood topics in retirement planning: Social Security. With headlines swirling, political tensions rising, and myths spreading, Darryl breaks down the real math behind the Social Security system, the challenges it faces, and what retirees (and future retirees) need to understand today. Drawing on personal stories, economic context, and practical advice, Darryl explains why this issue affects everyone - not just those currently receiving checks - and how thoughtful, long-term thinking can help you navigate decisions like when to claim benefits, how to plan for your spouse's future, and what tax impacts to watch for. Key highlights of the episode include: • Why Social Security has been called a “Ponzi scheme” - and whether that label is fair. • The looming 2033 shortfall and what it could mean for benefit payouts. • Why investment policy (or the lack of it) in the Social Security trust fund matters so much. • The dangers of claiming benefits early without considering your spouse's future. • How Social Security taxation really works - and the thresholds that affect you. Whether you're already retired or getting close, this episode is designed to help you understand how Social Security impacts your financial picture - and what you can do now to make informed, confident decisions about your retirement income. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

Tune in to hear:What can Miss Havisham, the Charles Dickens' character, teach us about the dangers of fleeing our pain?How is Miss Havisham, on some fundamental level, a potent metaphor for our own lives?What does Dr. Crosby mean by “emotional graying” and why are its effects so insidious?What did author Khalil Gibran have to say about why running from pain can also mean running from joy?Why do vulnerability and greatness often go hand-in-hand?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0988-U-25094

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a closer look at two often misunderstood investing vehicles: mutual funds and exchange traded funds (ETFs). Building on last week's discussion about stocks and bonds, Darryl breaks down the key differences between these two types of funds, how they operate, and what investors need to know when deciding between them. Through real-world examples, historical context, and practical insight, Darryl explains why the evolution from mutual funds to ETFs has reshaped modern investing - and why understanding the nuances between them could be critical for your financial future. Key highlights of the episode include: • The origin of mutual funds, their human-driven decision-making, and the potential risks of overconcentration. • Why exchange traded funds (ETFs) offer lower costs, greater accessibility, and often outperform traditional mutual funds. • The behavioral traps of ETFs - including the temptation to panic-sell - and why discipline is key. • The truth about 401(k)s, IRAs, and how they simply serve as “wrappers” for your actual investments. • When actively managed mutual funds may still outperform passive index funds - and where an advisor can add real value. Whether you're debating between mutual funds and ETFs or simply want a better grasp of where your money is invested, this episode provides a thoughtful, accessible guide to making smarter investment choices - with an eye always on the bigger picture. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.

Tune in to hear:Why should we take heed of our internal anxiety that expresses that something is not quite right in our lives?Why do Existential Philosophers think of anxiety as a potential catalyst for personal growth rather than a hindrance?How can passion help us give our anxiety form and function?How did the philosopher Heidegger think about anxiety's role in our lives?How does Albert Camus relate anxiety to one's sense of the weariness of life?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0983-U-25093

Peter Schiff made a name for himself in finance by challenging mainstream views on wealth and the economy. In 2011, he attended the Occupy Wall Street protests with a sign that read, “I am the 1%,” challenging the movement's perception of wealth inequality. A vocal critic of inflation and government spending, Peter accurately predicted the 2008 financial crisis. He also strongly advocates investing in real assets like gold, as opposed to Crypto. In this episode, Peter breaks down the real causes of inflation and income inequality, explains why Bitcoin isn't a safe investment and shares the best strategies to protect your wealth from inflation. In this episode, Hala and Peter will discuss:  (00:00) Introduction (01:17) The Real Cause of Wealth Inequality (07:35) Capitalism and the Value of Entrepreneurs (13:34) Why Higher Taxes on the Rich Hurt Investment (17:26) How Government Spending Fuels Inflation (26:57) Why Gold Is the Ultimate Store of Wealth (32:30) Investing in Business for Long-Term Wealth (40:24) The Truth About Bitcoin's Value (48:26) Why Investing in Crypto Is a Financial Mistake (59:51) Preparing for the Inevitable Economic Crash (01:08:02) Protecting Your Business in a Recession Peter Schiff is an investment broker, financial commentator, author, and the founder of Euro Pacific Asset Management. Known for accurately predicting the 2008 financial crisis, he strongly advocates for gold as both a store of value and protection against inflation. Peter also hosts The Peter Schiff Show podcast and has authored bestselling books, including Crash Proof and The Real Crash. A well-known critic of Bitcoin, he has called it a "Ponzi scheme." Sponsored By: RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Indeed - Get a $75 sponsored job credit at indeed.com/profiting Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting Open Phone -  Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Bilt Rewards - Start paying rent through Bilt and take advantage of your Neighborhood Benefits™ by going to joinbilt.com/PROFITING. Airbnb - Find yourself a co-host at airbnb.com/host Resources Mentioned: Peter's Book, The Real Crash: bit.ly/Real-Crash  Peter's Podcast, The Peter Schiff Show Podcast: bit.ly/PeterSchiffShow  Euro Pacific Capital Website: europac.com  Active Deals - youngandprofiting.com/deals   Key YAP Links Reviews - ratethispodcast.com/yap  Youtube - youtube.com/c/YoungandProfiting  LinkedIn - linkedin.com/in/htaha/  Instagram - instagram.com/yapwithhala/  Social + Podcast Services: yapmedia.com  Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Personal Finance, Scalability, Financial Freedom, Risk Management, Financial Planning, Business Coaching, Finance Podcast, Saving.

“We should value people like they're the most valuable person on the planet in front of us.” —Jesse Wood    Wealth is more than just numbers— it's about cultivating the right mindset. While money is a powerful tool, it is often misunderstood and mishandled due to the myths and misconceptions surrounding personal finance. But by having the right money mindset, we can unlock the secrets to aligning our finances with our purpose.  Jesse Wood is a finance expert and 40 Under 40 Awardee. He is passionate about helping others navigate the complexities of personal finance and achieve their financial goals. Tune in as Daniel and Jesse unpack the surprising connection between faith and finance, the art of adapting to any client, the importance of understanding client needs, the power of relationships, the strategies for overcoming limiting beliefs to achieve financial success, and more. Be Inspired! with Daniel:  Website (Makings of a Millionaire Mindset) Website (Daniel Gomez Global) Facebook Facebook Group X Instagram LinkedIn Pinterest YouTube Episode Highlights: 03:59  A Blend Of Business Principles And Biblical Wisdom 13:33 The Importance of Authenticity and Relationships  22:49 Overcoming Limiting Beliefs  39:05 Receiving 40 Over 40 Award  42:03 Teach What You Know, Reproduce Who You Are   Connect with  Jesse:  Jesse Wood is a dynamic leader in both financial services and the music industry, dedicated to empowering individuals to achieve long-term success. As a financial professional, he specializes in wealth management, investment strategies, and financial goal-setting, helping clients secure their futures with personalized solutions. His leadership has fostered high-performing teams that share his vision of financial empowerment, integrity, and excellence. In 2024, Jesse's associate broker team achieved the distinction of being the #1 team in their agency, a testament to his strategic leadership and commitment to outstanding client service. Beyond finance, Jesse is a recognized force in the music industry. A professional member of the Recording Academy's Class of 2023, he is passionate about educating and uplifting independent artists, providing them with the tools to navigate the evolving music landscape. His expertise in promotions has earned him a Billboard #1 in the gospel space, demonstrating his ability to drive success in the industry. Jesse's unique ability to bridge the worlds of finance and music allows him to advocate for both artists and entrepreneurs, equipping them with the knowledge and resources needed to thrive. Whether guiding clients toward financial independence or empowering creatives to expand their careers, Jesse remains dedicated to making a lasting impact. Website Instagram Facebook