Podcasts about finance podcast

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.

To hear more Money: Faith & Finance, click on this apple podcast link: https://podcasts.apple.com/au/podcast/money-faith-finance/id1656825243 Teenagers earning money and paying you board? What about adult kids living under your roof? Joni asked Pete and Ben to get stuck into the family affair of working out if your kids with jobs need to stump up. So they did, diving deeper than their kneejerk response of "YES". Growing up with the expectation of paying board, Pete and Ben acknowledge the changed landscape of home ownership and accessibility. But the life lesson of paying board remains, as well as the opportunity to live out biblical principles of respect. Key Takeaways: Financial Responsibility: Charging board teaches young adults to manage finances and prepares them for independent living. Family Dynamics: Open communication about finances and responsibilities can reduce tension and foster understanding among family members. Economic Landscape: Rising costs of living and rental rates contribute to adult children staying home longer. Adapting Traditions: Modern families may need to adjust traditional approaches to rent and board, weighing financial necessity against educational opportunity. Value-Based Discussions: Families can leverage biblical principles, such as honouring parents, to guide discussions about board. Notable Quotes: "Shouldn't they, in a sense, contribute to the cost of the house? And I think the answer is yes." – Pete Burrows "In adulthood, spoiler alert, you're going to cop 100% of the cost of living." – Pete Burrows "We're trying to prepare you for adulthood. And in adulthood…you need to pay a percentage of those costs." – Pete Burrows "Is it more about while you're here, we're trying to teach you a lesson?" – Ben McEachen Got a question, comment or personal story to share? Send it through at hopepodcasts.com.au. Ben and Pete will get stuck into it on a future episode. Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.Support the show, a product of Hope Media: https://hope1032.com.au/donate/2211A-pod/See omnystudio.com/listener for privacy information.

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.

 In this Australian Property Podcast episode, your host Owen Rask explores the big question: Is the Australian property market in a bubble in 2025? You'll learn: - Why immigration is driving up demand - What's really going on with housing supply - The impact of interest rates and borrowing power - Whether house price-to-income ratios signal danger If you like this Australian Property Podcast episode on the 2025 property market, you'll love our series. Don't forget to subscribe for weekly shows on⁠ Apple⁠,⁠ Spotify⁠,⁠ YouTube⁠, or wherever you get your podcasts! Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. Topics Covered - How strong immigration is affecting housing - What 1% vacancy rates mean for renters - Interest rates and mortgage affordability - Why prices rose despite rate hikes - Is the system overleveraged? - Mortgage stress and default rates in 2025 - Price-to-income ratio: what's too high? - Household confidence and the wealth effect - Government housing targets vs reality - Can we build fast enough to meet demand? - Final thoughts: are we in a bubble or not? Resources for this episode

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

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!

Sridhar Narayanan, a professor of marketing at Stanford Graduate School of Business, studies how small businesses operate and why they're so important, especially in the developing world. “Modernizing small businesses will have a profound impact on economies worldwide in many ways,” he says. In this episode of If/Then, Narayanan explains why so many retailers still rely on cash, how modernization can boost revenue, and what these patterns reveal about credit access, trust in institutions, and global economic development.Have you modernized a small business or did you choose to stick with what was already working? Tell us your story at ifthenpod@stanford.edu.This episode was recorded on November 5, 2024.Related Content:Sridhar Narayanan faculty profileUpgrades Can Help Mom-and-Pop Stores Compete with Big RetailFrom Instinct to Insight: Crafting an Intentional Sales StrategyWith “Retargeted” Advertising, Sooner Is Better Than LaterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Join Grizz Griswold and Rob Moffat from FINOS as they discuss the latest updates in FDC3, a versatile interoperability standard originally designed for financial services but applicable universally. Learn about the evolution of FDC3 version 2.2, the newly released SAIL 2.0 tool, and the upcoming Open Source in Finance Forum in London. Discover the significance of open standards, vendor collaboration, and identity security in the realm of financial technology. Whether you are a developer or a finance professional, this episode offers valuable insights into the ever-evolving landscape of open source in finance.FDC3: https://fdc3.finos.org/00:00 Rob Moffat - Exploring FDC3: Enhancing Interoperability in Finance03:43 Introduction and Greetings03:54 Kubecon and Catching Up04:14 FDC3 Updates Overview05:39 What is FDC3?07:21 FDC3 2.2 and Web Integration10:27 Vendor Conformance and Open Standards13:37 Expanding FDC3 Beyond Finance17:36 Introducing Sail 2.020:09 Upcoming Demos and Events22:29 FDC3 Security and Future Plans28:35 Hackathons and Community Growth33:40 FDC3 Conformance Program37:19 Final Thoughts and ReflectionsFDC3: https://fdc3.finos.org FDC3 Repo: https://github.com/finos/FDC3 FDC3 Sail Sandbox: https://www.finos.org/en/project-sandbox FDC3 Training: https://fdc3.finos.org/trainingFDC3 App Directory: https://directory.fdc3.finos.org/FDC3 Conformance: https://fdc3.finos.org/docs/api/conformance/Conformance-Overview Rob Moffat: https://www.linkedin.com/in/robmoffat 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/newslette rLinkedIn: 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.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, brings it back to basics - but with a twist. In a time when market noise is louder than ever, Darryl offers a clear, foundational look at the four main investment types: stocks, bonds, cash, and alternatives. Whether you're a seasoned investor or just getting started, this episode delivers timeless principles, real-world context, and fresh insight to help you make better long-term decisions. Darryl explains why owning companies still offers the best opportunity for long-term growth, why cash isn't as “safe” as it feels, and how innovations like private equity are reshaping the investment landscape. Most importantly, he challenges listeners to rethink risk, recognize the power of compounding, and stop letting fear keep money on the sidelines. Key highlights of the episode include: The four building blocks of any portfolio - and what each one really means for your future. The difference between growth and income stocks, and why mid-size companies may offer a “Goldilocks” sweet spot. What bonds are, how they pay you, and the hidden risks in both high-yield and investment-grade debt. Why cash loses value over time - and how behavioral biases cost investors more than they realize. How alternative investments like private equity and structured products are changing the game for everyday investors. Whether you've been in the market for decades or are still holding too much cash “just in case,” this episode helps reframe the investing conversation around clarity, confidence, and long-term thinking. 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: What Are The Historical Returns For Stocks, Bonds, Gold, Real Estate, And Cash? (Asset Class Returns) - QuantifiedStrategies.com S&P 500 Annual Total Return Yearly Analysis: S&P 500 Returns | YCharts Annualized Returns By Asset Class From 1999 to 2018 Historical and expected returns - Bogleheads

In this episode of Paisa Vaisa, host Anupam Gupta welcomes Dhiraj Relli, MD & CEO of HDFC Securities. With HDFC Securities marking its 25th year, Dhiraj shares key insights into the company's journey, the impact of recent regulatory changes, and the broader trends shaping India’s brokerage industry. The conversation dives deep into India’s growing equity culture, the challenges of F&O trading, and HDFC Securities’ market outlook. From macroeconomic insights to sectoral preferences, this episode offers valuable perspectives for investors at all levels. Whether you're a seasoned investor or just starting out, this is a must-listen.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a deep dive into the complex and controversial topic of tariffs - unpacking what they are, why they exist, and how they affect not just global economies, but your personal financial plan. Darryl explores the motivations behind America's shifting tariff strategies, from supply chain security to deficit reduction, and how political perspectives, media bias, and management styles shape the broader conversation. With clear explanations, real-world examples, and a steady focus on the “why” behind the policy decisions, this episode provides the insight you need to navigate today's volatile market with more confidence. Key highlights of the episode include: • Four primary reasons tariffs are imposed - and what each means for your investments. • How political bias clouds the public discourse around trade and economic strategy. • The ripple effect of tariffs on companies like Tesla, Intel, and broader stock market behavior. • What history (and the Smoot-Hawley Act) teaches us about tariff backlash and economic recovery. • Why patience, perspective, and long-term thinking are essential in uncertain times. Whether you're watching the headlines with concern or just wondering how it all ties back to your retirement plan, this episode offers grounded, big-picture thinking for today's investors. 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 and remember - you think different when you think long term.

Only a third of the global population is financially literate. Why? Because most of us don't learn the basics of personal finance in school — or elsewhere. Treating financial literacy as an afterthought can have serious consequences, from personal calamities to economic crises, according to Annamaria Lusardi, a professor of finance and the director of the Initiative for Financial Decision-Making at Stanford Graduate School of Business. On this episode of If/Then, Lusardi makes the case for treating financial education like preventative care: essential, cost-effective, and an enormous opportunity to improve people's lives, boost workplace performance, and strengthen economic resilience. “We should learn about money as soon as possible,” Lusardi says. “As soon as the tooth fairy comes.”Where do you go for financial advice? Tell us more at ifthenpod@stanford.edu.This episode was recorded on November 5, 2024.Related Content:Annamaria Lusardi faculty profileOn a Mission to Teach the World the Basics of Personal FinanceSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

In this episode, Craig Jeffery and Paul Galloway from Strategic Treasurer dive into the evolving treasury ecosystem, exploring niche fintechs, emerging technologies, and the growing importance of integration and networks. Discover how treasury ecosystem providers are addressing security, complexity, and operational gaps—and what this means for treasury's future.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down five common retirement outcomes - some inspiring, some sobering - and shares how intentional planning and mindset shifts can help you pivot toward a more meaningful future. Drawing on a decades-old survey of 90-year-old women who shared what they would've done differently in life, Darryl explores how those insights can shape our retirement journey. From nightmare scenarios to dream retirements, he provides real-life examples, biblical context, and actionable advice to help you evaluate your own path. Key highlights of the episode include: The “four retirements” model, plus a bonus fifth, and how to tell which one you're headed for. Why relationships matter just as much as money when it comes to long-term well-being. How to avoid becoming a financial burden to family or the system. What legacy planning really means - and how to start one even with modest resources. The surprising health benefits of feeling connected to a larger community. Whether you're preparing for retirement or already living it, this episode offers practical and heartfelt wisdom for navigating the road ahead with clarity and purpose. For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. If this episode sparked some reflection, don't forget to share it with a friend!

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in the growth debt team at BlackRock, joins Oscar to help us understand the current themes driving growth and venture debt opportunities, how his team identifies and evaluates emerging trends, and the role of relationships and local presence shaping the future of this market.Go back and listen to episode 120 "Why Are These Events Different to 2008?" where we break down what happened at Silicon Valley Bank in 2023.00:00 Introduction to Venture and Growth Debt01:31 Understanding Venture and Growth Debt02:45 The Role of Venture Debt in Company Expansion04:28 Misconceptions and Risk-Reward in Venture Debt07:13 Impact of Silicon Valley Bank Collapse13:32 Regional Differences in Venture Debt15:01 Investment Opportunities and Risks18:53 Conclusion and Final ThoughtsFollow The Bid on Spotify & Apple Music, and subscribe to us on YouTube. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresventure debt, debt financing, growth capital, business growth, financial support, investment capital, the bid, blackrock investment strategies, finance landscapeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“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

Morgan Housel made his first investment at 18, putting $1,000 into a certificate of deposit at his local bank. When he started earning interest on that saving, he was hooked. He dove into books on finance, investing, and wealth building, eventually becoming a financial columnist for The Motley Fool and The Wall Street Journal. In today's episode, Morgan shares why he thinks personal finance is more like psychology than physics, some of the common emotional pitfalls that can derail your financial planning, and much more. In this episode, Hala and Morgan will discuss: (00:00) Introduction (05:49) Early Financial Experiences (09:05) The Life-Changing Ski Accident (16:17) Career at Motley Fool and Transition (18:07) Writing and Publishing Books (28:30) The Psychology of Money (32:09) Personal Financial Philosophy (36:53) The Purpose of Money (38:40) Emotional Pitfalls in Personal Finance and Investing (42:39) The Art of Keeping Wealth (44:40) Balancing Optimism and Pessimism in Business (51:21) The Long Tail Strategy in Investing (54:10) The Importance of Patience in Investing (01:00:10) Preparing for Unseen Risks (01:07:08) The Role of Stress and Incentives in Success (01:12:05) Permanent vs. Expiring Information Morgan Housel is a partner at The Collaborative Fund. He's the author of the bestselling book The Psychology of Money. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. In 2022, MarketWatch named him one of the 50 most influential people in markets. He serves on the board of directors at Markel.  Resources Mentioned:  Morgan's Podcast: youngandprofiting.co/3ELHGYl Morgan's Book, Same as Ever: youngandprofiting.co/4jZGalU  Morgan's Book, The Psychology of Money: youngandprofiting.co/4gIFP3U  Episode Sponsors: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify    Airbnb - Your home might be worth more than you think. Find out how much at airbnb.com/host  Rocket Money - Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to rocketmoney.com/profiting  Indeed - Get a $75 job credit at indeed.com/profiting     RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold  Factor - Get 50% off your first box plus free shipping when you use code FACTORPODCAST at factormeals.com/profiting50off   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, Finance, Personal Finance, Scalability, Investment, Financial Freedom, Risk Management, Business Coaching, Finance Podcast, Finance, Financial, Personal Finance, Stock Market, Scalability, Investment, Risk Management, Financial Planning, Business Coaching, Finance podcast, Investing, Saving

Morgan Housel once looked back at his twenties as a carefree, simple time, living in a beautiful apartment with his wife. But she quickly reminded him how anxious he truly was. His nostalgia had erased the uncertainty he once felt, just like how investors look back at past market growth and assume success was inevitable. In this episode, Morgan explains why the past is never as clear as we remember and why the future won't be either. He also shares how entrepreneurs can build wealth despite uncertainty, the key to long-term success in the stock market, and practical strategies for sustainable financial planning. In this episode, Hala and Morgan will discuss:  (00:00) Introduction (02:14) Why Most Financial Resolutions Fail (04:06) Balancing Saving and Spending Habits (09:15) The Power of Long-Term Investing (13:30) Navigating Startup Risks Wisely (15:49) What Sets Genius Entrepreneurs Apart (18:50) Why Doubt Is Necessary for Entrepreneurs (22:23) How Hindsight Can Misguide Investors (29:22) Wealth Inequality in the Social Media Era (34:36) Turning Anxiety About the Future into Action (40:23) The Financial Mistakes We Keep Repeating (48:38) Elon Musk's Extreme Risk-Taking Strategy (50:42) Embracing Failure for Lasting Success (53:55) How Rumors Shape Financial Markets Morgan Housel is an investor, partner at The Collaborative Fund, and author of the New York Times bestsellers The Psychology of Money and Same As Ever. A former columnist for The Motley Fool and The Wall Street Journal, he simplifies complex financial ideas, emphasizing long-term thinking, compounding, and decision-making over market predictions. He is also a two-time Best in Business Award winner from the Society of American Business Editors and Writers. Connect with Morgan: Website: morganhousel.com  Linkedin: linkedin.com/in/morgan-housel-5b473821  Instagram: instagram.com/morganhousel  Twitter: x.com/morganhousel  Facebook: facebook.com/morgan.housel.5  Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify  Airbnb - Your home might be worth more than you think. Find out how much at airbnb.com/host Rocket Money - Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to rocketmoney.com/profiting Indeed - Get a $75 job credit at indeed.com/profiting    RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping when you use code FACTORPODCAST at factormeals.com/profiting50off  Active Deals - youngandprofiting.com/deals   Resources Mentioned: Morgan Housel: How to ACTUALLY Build Wealth, Investing to Gain Financial Independence | E266: youngandprofiting.co/4147SpO  Morgan's Book, The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness: amzn.to/3EoljZ0  Morgan's Book, Same as Ever: A Guide to What Never Changes: amzn.to/4aOX7uV  Morgan's Podcast, The Morgan Housel Podcast: bit.ly/3EljBre  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  Finance, Financial, Personal Finance, Wealth, Stock Market, Scalability, Investment, Financial Freedom, Risk Management, Financial Planning, Business Coaching, Finance Podcast, Investing, Saving.