Podcasts about financial advice

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Beau Henderson. He hosts The Retirement Resource Show, shares insights on retirement planning, financial independence, and strategies for securing a stable future.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Beau Henderson. He hosts The Retirement Resource Show, shares insights on retirement planning, financial independence, and strategies for securing a stable future.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Beau Henderson. He hosts The Retirement Resource Show, shares insights on retirement planning, financial independence, and strategies for securing a stable future.

In this conversation, John Harcar interviews Amy Shick, a seasoned real estate investor and lender, about her journey in real estate, the importance of getting into the game, and the mindset needed for success. Amy shares her experiences managing properties remotely, her current business ventures in lending, and offers valuable advice for new investors. The discussion also covers trends in the real estate market, the significance of long-term planning, and resources available for military families looking to invest in real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

My guest today is one of the most vibrant and necessary voices in personal finance today. Katie Gatti Tassin is the founder of the wildly popular Money with Katie platform and host of the podcast by the same name. She's back on the show with a brand-new book that is as bold as it is brilliant: Rich Girl Nation.This isn't your average money guide. Katie weaves sharp analysis, real-world context, and her signature wit into a manifesto for financial independence — especially for women navigating the beauty tax, the motherhood penalty, workplace politics, and a world where financial systems weren't exactly built with us in mind. We discuss why the first chapter is called “The Hot Girl Hamster Wheel,” how investing in yourself early can pay off big, and why financial independence isn't just about retiring early—it's about having options.

Sign up for updates and exclusive offers related to Peter's new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com -----  Recorded in front of an audience at the CFA Institute's global conference (CFA Live), I'm joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goes well beyond the basic definitions of Behavioral Finance 1.0, letting storytelling, empathy, and emotional intelligence take center stage in helping people live more meaningful financial lives. Whether you're an advisor, investor, or simply curious about the psychology of money, this conversation offers a fresh and thought-provoking perspective on what it truly means to build wealth wisely.   Listen now and learn: ► Why classical behavioral finance may be too narrow—and what's replacing it ► A powerful five-step framework for guiding clients through market stress ► How storytelling can transform financial advice into something truly personal ► What the rise of AI means for the future of human-centered advising   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (07:28) Navigating Today's Investor Mindset: Uncertainty and Storytelling   (12:36) Beyond Behavioral Finance 1.0: Moving from Flaws to Flourishing   (19:49) The Power of Asking Better Questions in Financial Advising   (28:50) Using the LASER Protocol for Client Conversations During Volatility   (42:30) Practical Applications: Storytelling in Financial Advice   (47:57) How Behavioral Insights Improve Investment Decisions  -----  Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Tariffs killed Carl's investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribute to Roth or convert to Roth for that lifetime tax-free growth on their investments, and if they're on track for Kelly to retire in three years. Free financial resources & episode transcript: https://bit.ly/ymyw-531 CALCULATE your free Financial Blueprint WATCH The Retirement Course: Can You Hit a Hole in One? on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:21 - Tariffs Killed My Portfolio. Should I Claim Social Security Early? (Carl) 10:14 - Watch The Retirement Course: Can You Hit a Hole in One? on YMYW TV, Calculate your free Financial Blueprint 11:13 - When Should We Claim Social Security? Roth Contributions or Conversions? Are We On Track for Retirement? (Kelly & Steve) 25:00 - Download the Key Financial Data Guide, YMYW Podcast Outro

Is the best financial advisor the one with the most letters behind their name or the most years under their belt? Picking the right advisor requires consideration of their trustworthiness, expertise and ability to tailor a financial plan to your unique needs. The guys offer guidance on navigating the search for an advisor that fits your financial plan.   LINKS cainwatters.com Submit a Question Facebook | YouTube | Instagram

Debt can feel like a never-ending trap, especially with rising inflation and maxed-out credit cards draining financial freedom. Many find themselves stuck in a cycle of high interest rates, minimum payments, and growing stress. But breaking free is possible. In this episode, we'll explore practical strategies for crushing debt with cofounder and CEO of TruthinEquity Bill Westrom. He is the mind behind Credit Line Banking, a revolutionary financial strategy designed to help American consumers regain control over finances, and build true independence. Whether you're overwhelmed by credit card balances or looking for a fresh start, our episode today will give ideas for small, intentional steps that can lead to lasting financial freedom. Get the full article at: https://goalsforyourlife.com/crushing-debt  Contact Bill at: Bill@truthinequity.com Make sure you're getting all our podcast updates and articles! Get them here: https://goalsforyourlife.com/newsletter Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com #debtconsolidation #financialfreedom #financialeducation #debtmanagementplan #financialliteracy CHAPTERS: 00:00 - Introduction 01:50 - Bill Westrom 05:06 - Credit Card Debt Solutions 11:17 - Saving Money on Interest Rates 15:10 - Establishing Good Financial Habits 18:45 - Finding Value in Financial Advice 21:00 - Understanding Money Sources 23:10 - Obtaining a Line of Credit 28:28 - Financial Advice for Americans 31:50 - Investment Strategies 36:04 - Contacting Bill Westrom 38:39 - Final Thoughts on Finances 41:20 - Thank You for Watching 43:18 - Sign Off Quick recap:  Bill, the CEO of Truth in Equity, discussed strategies for managing debt and achieving financial freedom with Deborah, emphasizing the importance of education and smart banking practices. They explored topics such as credit line banking, the impact of debt on different age groups, and the significance of financial transparency with children. The conversation concluded with Bill offering personalized financial guidance and both speakers agreeing on the importance of making financial topics accessible to listeners.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the valuable lessons learned from their experiences with clients over the years. They explore the importance of maintaining emotional balance, planning for both success and worst-case scenarios, and the significance of taking time for family and personal health. The conversation emphasizes the need for flexibility in financial planning and the evolving nature of personal goals. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Never get too high or too low in life. Plan for success but also prepare for the worst. Take opportunities to spend time with family. Health should be a priority in financial planning. Understand that goals can change over time. It's important to know what you truly want. Flexibility in finances allows for spontaneous experiences. Emotional intelligence is key in financial advising. Living today while saving for tomorrow is possible. Learning from clients' experiences enriches personal growth. Chapters 00:00 Introduction to the Conversation 01:10 Lessons Learned from Clients 05:33 Planning for Success and Flexibility 09:12 Personal Insights on Health and Values 14:27 Emotional Intelligence in Financial Planning          

Nathan invites Chris Magaña, a private wealth manager, to chat about the complexities of money. Chris wears many hats as a father (his favorite), husband, son, uncle, lawyer, investor, professor, author, financial management guru, and community leader, and many, many more, which is why Nathan wanted him on the show. Chris shares the impact of AI on the financial industry to using artificial intelligence on a daily basis, the state of college, the cultural stigmas surrounding money conversations, and how to build wealth beyond financial literacy. Enjoy him drop those diamonds on Let's Talk Marketing! Subscribe to our YouTube Channel  Guest Name: Chris Magaña Title: Private Wealth Manager Company: IMS Capital Website: ‪https://imscapital.com/ LinkedIn: https://www.linkedin.com/in/chrismagana/

It's hard to know where to look for financial advice these days, because it can be contradictory, and you don't know if it can be trusted. Luke Tatum, author of Between the Lies, joins us. Sponsor: Monetary Metals Guest's Offer: PerfectSpiralCapital.com/woods Guest's Book: Between the Lies: How to Reclaim Your Future from the Banks and Wall Street Show notes for Ep. 2647

In today's episode, Sean Smith is back for another valuable conversation about capital management strategies, cash flow optimization, and making wise financial decisions! Keep tuning in to the show!   Here's What to Learn From This Episode: Understanding Working Capital: Critical for business continuity; key sources include asset-based loans (lowest rates), AR lines/factoring, predatory factoring, and unsecured advances (highest rates). Match funding sources to needs to mitigate risks and costs. Emotional Decision-Making in Cash Management: Overpaying for capital or holding excess idle cash traps businesses. Regularly review expenses and maintain lean operations; avoid pitfalls of both excess and insufficient cash reserves. Optimizing Cash Flow and Payment Strategies: Leverage accounts receivable and manage payment timing to enhance liquidity. Recognize red flags (e.g., high credit utilization) and negotiate favorable payment terms to protect business interests. Set clear contracts and maintain open communication for effective relationship management.   About Sean Smith Sean Smith, VP of Product at Denim, has spent 10 years building and scaling products in the financial services and logistics industries. While leading Product at Denim, he has pioneered new capabilities for the factoring space including risk automation and pricing.  Sean has also led work on our client dashboard, job management and collaboration that have revolutionized the process and workflow for broker clients looking to save time on back office operations. He excels at combining his passion for technology with the ability to drive impact on a balance sheet.   Connect with Sean Website: https://www.denim.com/  LinkedIn: https://www.linkedin.com/in/smithseanp/  Twitter (X): https://x.com/smithseanp  

(May 22, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to talk about people spending way too much money on news & newsletters, whether higher education s really valuable, and what Moody's downgrade of the U.S. credit rating means for your money. Police secretly monitored New Orleans with facial recognition cameras. Host of ‘Later with Mo Kelly' joins the program to talk about the latest in movies and entertainment.

In this conversation, John Harcar interviews Janice Gilbreath about her extensive journey in real estate, from her childhood experiences to her current expertise in DSCR loans. Janice shares her passion for real estate, the challenges she faced as a young broker, and her transition into the mortgage industry. The discussion highlights the benefits of DSCR loans for investors, including the lack of income verification and the focus on rental income. Janice also provides insights into navigating the DSCR loan process and offers advice for potential investors. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

When it comes to financial advice, not everything you hear is worth following — and some of it can even set you back.In this episode of Horizon Advisers Unleashed, Andrew and Ryan dive into what makes financial advice truly dangerous and why common money myths continue to mislead people. From "real estate is always a guaranteed investment" to "you'll be in a lower tax bracket in retirement," they unpack the misconceptions that can quietly derail your financial plan.You'll hear:How to recognize advice that isn't personalized to your goalsWhy outdated "rules of thumb" can be riskyWhat questions you should ask before acting on financial tipsAt Horizon Advisers, we believe smart planning starts with asking the right questions — and knowing when to dig deeper. Join us as we help you separate fact from fiction and make smarter financial decisions.

Host of ‘How to Money' Joel Larsgaard joins the show to talk about people spending way too much money on news & newsletters, whether higher education s really valuable, and what Moody's downgrade of the U.S. credit rating means for your money.

n this episode of the Know Your Why Podcast, Dr. Jason Balara interviews M.C. Laubscher, founder of Producers Wealth and a leading expert in alternative wealth strategies. MC shares his journey from growing up in South Africa during a time of great societal change to becoming a passionate advocate for financial freedom in the United States. He dives into the principles of infinite banking and how this strategy empowers business owners to optimize cash flow, regain control of their finances, and build sustainable wealth. The conversation also unpacks the shortcomings of traditional financial advice and highlights the importance of financial education, strategy, and long-term thinking in achieving lasting success.Key Highlights:- M.C.'s early life in South Africa gave him first hand insight into the importance of financial independence.- He breaks down how infinite banking gives business owners more control and flexibility with their money.- Traditional financial systems often discourage autonomy and long-term strategic thinking.- Producers Wealth was founded to teach people how to become their own bankers and build lasting wealth.- M.C. believes that education and mentorship are the true foundations of successful investing.M.C. Laubscher's insights challenge conventional wisdom about wealth and offer business owners a powerful alternative to traditional financial planning. Through strategies like infinite banking, he advocates for reclaiming financial control, maximizing cash flow, and building generational wealth with intention and clarity. His mission is rooted in education and empowerment, helping others avoid financial pain and pursue a future of freedom.Get in touch with M.C.:Book: https://producerswealth.com/getwealthyforsure/Website: https://producerswealth.com/LI: https://www.linkedin.com/in/mclaubscher/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:⁠⁠https://linktr.ee/jasonbalara⁠⁠  Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠Artist:⁠⁠ http://audionautix.com/

The Reserve Bank of Australia to cut the cash rate by 25 basis points, which nearly all economists were expecting, but will more be on the way? 

Retirement planning can be tricky, but there are ways to ensure a steady income. Frank and Frankie Guida discuss how pension and income annuities offer guaranteed income streams, even for those without traditional pensions. They also explain how converting IRA money to Roth can provide tax-free income later in life. Real-life examples illustrate the importance of a comprehensive income plan to meet retirement needs and combat inflation. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially during the summer vacation season. He shares personal anecdotes about family vacations and emphasizes the need for proper financial preparation for spontaneous trips. The conversation shifts to the differences between captive and independent insurance agents, highlighting the potential savings when working with independent advisors. Brandon also addresses the hidden costs associated with financial advice and the importance of understanding investment fees. He encourages listeners to consider a portfolio x-ray to identify any excessive fees they may be paying, ultimately aiming to provide a clearer financial picture for retirement planning. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

KGMI's Dianna Hawryluk chats with CBS Business Analyst Jill Schlesinger about financial advice for college grads and folks returning to financially independent situations.

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

May 17, 2025 - Part 2 - financial advice with MeVest founder & bestselling author Lesley-Anne Scorgie by VOCM

Jeff Boron from SendYourKidsToCollege.org with some financial advice for graduating college students full 207 Fri, 16 May 2025 08:30:00 +0000 dOFqETY7o9F12wOvCD1u5ufnEbYTAN5n buffalo,news,wben,college graduation,jeff boron WBEN Extras buffalo,news,wben,college graduation,jeff boron Jeff Boron from SendYourKidsToCollege.org with some financial advice for graduating college students Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

Mike Lomas from The Financial Guys with some financial advice for graduating college students full 252 Fri, 16 May 2025 08:30:00 +0000 Sc8Si5UoUgV0GZnyf5sqoKZxLh8jMtDm buffalo,news,wben,college graduation,the financial guys WBEN Extras buffalo,news,wben,college graduation,the financial guys Mike Lomas from The Financial Guys with some financial advice for graduating college students Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

119 MinutesStormy Waters is a managing partner of a venture capital firm. Ben Kelleran is the host of the Kontrarian Korner podcast and writes at Substack under the same moniker.Ben and Stormy join Pete to offer an overview of their market analysis, explicitly clarifying that they are not providing financial advice.Stormy's Twitter AccountBen's PodcastBen's SubstackPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's Substack Pete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on Twitter

(May 15, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to talk about AI therapists, set-jetting not jet-setting is the new travel trend, and a standalone ESPN streaming app. The golden age of the fired chicken sandwich. Host of ‘Later with Mo Kelly' joins the program to talk about Netflix bringing back Star Search.

In this conversation, Dylan Silver interviews Zachary D'Amato, a mortgage advisor from Ohio, who shares his journey from running a large sales team to becoming a mortgage advisor. Zac discusses the importance of having a mortgage advisor versus going directly to a bank, the benefits of understanding different loan types, and how he guides first-time homebuyers. He emphasizes the significance of appraisals and the need for a trustworthy team in the mortgage process. Additionally, Zac shares insights on marketing strategies and building a niche in the mortgage advisory space.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Host of ‘How to Money' Joel Larsgaard joins the show to talk about AI therapists, set-jetting not jet-setting is the new travel trend, and a standalone ESPN streaming app.

In this conversation, Renee Gaugler shares her journey into real estate and the mortgage industry. Despite early struggles with sales, she built a successful business by focusing on expertise and client trust. The 2008 crash boosted her business, as people began seeking knowledgeable professionals. Renee emphasizes the importance of aligning mortgage decisions with long-term financial goals, including investing in rental properties to build generational wealth. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On Wednesday's Morning Focus, Alan Morrissey was joined by Tommy Corbett from Carey Corbett Financial Solutions. This week, Tommy provided Alan and our Morning Focus listeners with advice on key considerations for starting a child's savings or investment plan.

In this conversation, John Harcar and Kiran Vedantam discuss the importance of growing passive income and diversifying investments, particularly in real estate. Kiran shares his journey from a tech background to becoming a successful real estate investor and mortgage broker. He emphasizes the significance of networking, mentorship, and overcoming challenges in the investment landscape. The discussion also covers strategies for generating passive income, the necessity of diversification, and current trends in the real estate market. Kiran provides valuable advice for aspiring business owners looking to enter the investment space. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for advisors to integrate behavioral finance principles beyond just education. Dr. Wilson highlights the significance of pre-client conversations and the emotional connection with clients. He also discusses the impact of AI on the industry, suggesting it will raise the bar for advisors, necessitating a focus on human elements and emotional intelligence. Dr. Wilson recommends the book "The Freedom of Self-Forgetfulness" by Tim Keller for its exploration of gospel humility and self-worth. In this episode: Introduction and Guest Background Motivation Behind Pursuing a PhD Behavioral Finance Philosophy Client Connection Strategies Center of Influence (COI) Relationship Management Technology and Future of Wealth Management Career Advice for Young Professionals Personal Development and Recommended Reading Conclusion and Contact Information Connect with Dr. Wilson: Email: joshua@drjoshuawilson.com LinkedIn: https://www.linkedin.com/company/futureproofhq/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Amy talks with the host of ‘How to Money' Joel Larsgaard about trading in or selling your car, the Chinese tariff pause, and the best long-term investments.

We hoped to have many episodes created already in 2025, but life had other plans! Jay explains the exciting news that has slowed our progress on the podcast. Please stay tuned for more HopeFilled Financial Podcasts, but please be patient as we navigate this new season of life. See you next year?!  Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. Subscribe if you don't want to miss our return! You can submit a question on our website (hopefilledfinancial.com) or message us on Facebook (@HopeFilledFinancial).  Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.  Our Website: HopeFilledFinancial.com Music: "Take Me Higher" by Jahzzar Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.

Many people move to warmer weather in retirement. What about moving to lower taxes? Some states like Florida and Texas can give you both. Is it worth it? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this conversation, Kevin discusses various aspects of retirement planning, including the cultural phenomenon of tipping, the hidden fees associated with retirement accounts, the importance of professional guidance, guaranteed income strategies, and the impact of inflation on retirement finances. He emphasizes the need for individuals to be aware of their financial situations and to seek professional help when necessary to ensure a secure retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we're heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action.  But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it'll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change.

This week, JoePat Roop emphasizes the critical connection between health and financial planning for retirement. He discusses the importance of preparing for a healthy retirement, navigating market volatility, understanding asset allocation, and the significant impact of taxes on retirement savings. JoePat also highlights the necessity of creating a personalized retirement income plan to achieve financial security during retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this special bonus episode of WSJ's Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla Scanlon, who has helped transform how younger generations, specifically Gen Z, are engaging with news about the economy and finance.  Through platforms like TikTok, Instagram and Substack, Scanlon has cultivated a dedicated audience of more than half a million people by simplifying complex economic data with creativity and humor. Recognized for coining the term “vibecession,” to highlight the disconnect between economic data and consumers, Scanlon has garnered attention from White House advisers and the Federal Reserve.  In this episode, we'll explore how economic trends like meme stocks (think GameStop and AMC) and cryptocurrencies are changing things for younger investors. Plus, we chat about best practices to consider when using social media for financial advice and how to avoid the “bad actors” that are spreading misinformation or scamming people. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading The 27-Year-Old Economic Adviser for Gen Z  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother's Day edition of Financial Fitness Friday, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Rich and Matt also cover market trends, tariff news, and Qualified Charitable Deduction Strategies. SEG-5: Will the Tax Bill Pass - How to Prepare SEG-6: Memory Care & Tax Changes Coming SEG-7: Qualified Charitable Deduction Strategies SEG-8: Money Advice for Single Mom's on Mother's Day Hosted by RIA Advisors DIrector of Financial Planning, Richard Rosso, CFP, w Senior Relationship Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s What the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here: https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed Stays Hawkish" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SingleMomFinance #MothersDayMoneyTips #FinancialIndependenceForMoms #SmartMoneyForMoms #BudgetingForSingleMoms #TaxReform2025 #CapitalGainsTax #CorporateTaxChanges #TaxPolicyUpdate #CongressionalGridlock #FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother's Day edition of Financial Fitness Friday, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Rich and Matt also cover market trends, tariff news, and Qualified Charitable Deduction Strategies. SEG-5: Will the Tax Bill Pass - How to Prepare SEG-6: Memory Care & Tax Changes Coming SEG-7: Qualified Charitable Deduction Strategies SEG-8: Money Advice for Single Mom's on Mother's Day Hosted by RIA Advisors DIrector of Financial Planning, Richard Rosso, CFP, w Senior Relationship  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s What the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here:  https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed Stays Hawkish" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SingleMomFinance #MothersDayMoneyTips #FinancialIndependenceForMoms  #SmartMoneyForMoms #BudgetingForSingleMoms #TaxReform2025 #CapitalGainsTax #CorporateTaxChanges #TaxPolicyUpdate #CongressionalGridlock #FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

In this episode of the Sunlight Podcast, I'm unpacking some of the biggest myths I hear about forming an LLC. If you're self-employed or thinking about business formation, it's so important to understand what an LLC really is—and what it isn't. I talk through common misconceptions about taxes, liability protection, whether an LLC makes you a “real” legal entity, and how much ongoing accounting or paperwork is actually needed. I also share why business insurance is still essential (yes, even if you have an LLC), and how good financial advice can help you make smart choices for your business. Plus, I give a sneak peek at my upcoming book, Taxes for Humans, where I go even deeper into LLCs, business structures, and all the stuff no one teaches you when you become self-employed.   00:00 Introduction to LLC Myths 04:43 Myth 1: LLCs Change Your Taxes 08:28 Myth 2: LLCs Make Your Business Official 10:25 Myth 3: LLCs Are the Only Protection 13:12 Myth 4: LLCs Are Set It and Forget It   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. My On-demand class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy