Podcasts about financial analysts

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Best podcasts about financial analysts

Latest podcast episodes about financial analysts

Duke Loves Rasslin
Telless Cade 's Journey Of Growth: Duke Loves Rasslin Week 510

Duke Loves Rasslin

Play Episode Listen Later May 30, 2026 69:49


The 3-time award-winning Duke Loves Rasslin Podcast delivers a powerful, multi-layered, and deeply mature conversation you cannot afford to miss. In Week 510, Duke welcomes back an absolute day-one original: year 1 guest, former independent professional wrestler, and current Financial Analyst and Advisor, Telless Cade.A decade after his first appearance, Telless returns as a completely evolved man. Staying connected with Duke over the last 10 years through the exclusive Duke Loves Rasslin private Facebook group, this episode is a masterclass in brotherhood, mutual support, and personal evolution. From navigating the gritty independent wrestling scene to building a beautiful family, honoring his lovely wife, and securing a corporate finance career, Telless shares a story of profound growth.This isn't just a wrestling podcast; this is a masterclass in life, society, and the future of the industry.A Decade of Evolution: Duke and Telless reflect on their very first interview 10 years ago, charting the incredible growth of both the podcast and Telless' life as a husband, father, and financial professional.When Wrestling Mirrors Society's Ugly Side: Telless drops jaw-dropping, insane stories of how the wrestling business often mirrors the worst parts of the real world—including shocking backstage reflections on promotions booking Klansmen and ICE elements as "babyfaces."Diverse Perspectives: Telless commends Duke's unique formula of bringing voices from outside the traditional wrestling bubble to offer listeners fresh, real-world perspectives on life.The Reality of Raising an Autistic Child: In a deeply personal segment, Telless opens up about the unique rewards and immense challenges of raising a child with autism, shedding light on the institutional hurdles families face when school systems fail to provide adequate special education support.The Looming Threat of Pro Wrestling Unions: As artificial intelligence (AI) threatens traditional workforce sectors daily, the conversation shifts to the inevitability of wrestlers unionizing to protect their livelihoods, health, and benefits.Why Promotions Must Act Now: Telless applies his financial expertise to the wrestling business, explaining why it is far more cost-effective for wrestling promotions to voluntarily provide adequate care and benefits to talent now, rather than being legally forced to surrender much more when standard unionization inevitably arrives.Turn this on, relax, and tap into the high-level, thought-provoking dialogue you've come to expect from the 3-time award-winning Duke Loves Rasslin. Two grown men, a decade of brotherhood, and a conversation that impacts the future of the business. Stream Week 510 now!#DukeLovesRasslin #TellessCade #ProWrestling #IndieWrestling #FinancialAdvisor #AutismAwareness #WrestlingUnion #PodcastLife #GrowthAndLegacy #WrestlingBusiness #AIAndJobs #TheGrownConversation

WTFinance
The Most Overvalued Market in History, Investors are Dangerously Unprepared | Ted Oakley

WTFinance

Play Episode Listen Later May 29, 2026 26:32


Interview recorded - 29th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Ted Oakley. Ted is the founder and managing partner of Oxbow Advisors, with more than four decades advising high net worth clients across multiple cycles. His highest conviction call for 2026 is not tech and it is not even gold. It is hard commodities and the old economy assets the market has spent the past decade ignoring. During our conversation we spoke about the market, historical comparison to other bubbles, how energy is vastly undervalued, AI capex & valuations, government bonds, precious metals and more. I hope you enjoy!0:00 - Introduction1:26 - Overview of markets and economy2:40 - Historical comparison5:50 - Energy companies undervalued9:07 - Commodities12:26 - AI Capex & valuation17:37 - Government bonds19:59 - Precious metals23:46 - Market correction24:51 - One message to takeawayTed Oakley is Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more.Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality.Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Ted Oakley - Website - https://oxbowadvisors.com/Twitter - https://twitter.com/Oxbow_AdvisorsLinkedIn - https://www.linkedin.com/in/ted-oakley-08444a32/YouTube - @OxbowAdvisors WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Wintrust Business Lunch
Noon Business Lunch 5/14/26: Hot inflation, housing inventory, Googlebooks, small business health, Illinois Quantum jobs

Wintrust Business Lunch

Play Episode Listen Later May 14, 2026


Segment 1: Stephen Kates, CFP, Financial Analyst, Bankrate, joins Jon Hansen to talk about how persistent inflation is impacting the housing market. Segment 2: Scott Stein, Editor at Large, CNET, joins Jon to talk about how Google is looking to shake up the laptop market with Googlebooks. Segment 3: Michelle Reisdorf, Chicago-based hiring and consulting expert, Robert Half, […]

Highlights from The Hard Shoulder
Mortgage lending changes - a return to the Celtic Tiger?

Highlights from The Hard Shoulder

Play Episode Listen Later May 1, 2026 8:11


Mortgage changes have been announced this morning which will allow first time buyers the ability to borrow five times their income, for the first time since the Celtic Tiger era. The initiative, which was set up by mortgage lender Núa Money, claims the move is, however, not a return to Celtic Tiger era standards.Joining Shane to discuss this is Karl Deeter, Financial Analyst.

Palisade Radio
Josef Schachter: Higher Prices At The Pump for Years & ‘Tremendous Bargains’ in Oil and Gas

Palisade Radio

Play Episode Listen Later Apr 9, 2026 47:08


Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management’s equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach. Timestamps: 00:00:00 – Introduction 00:01:05 – Long-Term Conflict Implications 00:04:04 – Geopolitical Risks and Escalation 00:05:09 – Oil Price Dynamics Forecast 00:08:18 – Futures Curve Analysis 00:10:18 – Supply Shortage Timeline 00:11:24 – Energy Sector Investments 00:13:19 – Infrastructure Damage Assessment 00:16:35 – US Geopolitical Oil Strategy 00:18:14 – Historical Price Parallels 00:21:29 – Stock Valuation Opportunities 00:25:13 – Iran War Possibilities 00:29:20 – Attractive Oil Gas Picks 00:32:38 – Canadian Oil & Gas 00:35:41 – Oil & Gas Producers 00:40:32 – Assessing Companies 00:45:58 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

Wintrust Business Lunch
Noon Business Lunch 4/9/26: Sticky inflation, Artemis II iPhone photos, salary cuts rise, Synchrony

Wintrust Business Lunch

Play Episode Listen Later Apr 9, 2026


Segment 1: Stephen Kates, CFP, Financial Analyst, Bankrate, joins John Williams to preview tomorrow’s release of CPI data and talk about how sticky inflation is impacting homeowners. Segment 2: Scott Stein, Editor at Large, CNET, tells John about Artemis II astronauts using iPhones to capture stunning space images, and what we should know about Anthropic’s new AI model. Segment […]

WTFinance
The Energy Supercycle Has Just Started - Will Continue to 2030 with Josef Schachter

WTFinance

Play Episode Listen Later Mar 18, 2026 40:46


Interview recorded - 16th of March, 2026 On this episode of the WTFinance podcast I had the pleasure of welcoming on Josef Schachter. Josef is a 40+ year veteran of the Canadian Investment Management Industry and the founder of the Schachter Energy Report. During our conversation we spoke about the current situation in the Middle East, what the Strait of Hormuz being closed for an extended period of time could do to the market, potential supercycle in the coming years, production growth, Canadian opportunities and more. I hope you enjoy!0:00 - Introduction2:16 - Overview of the energy market8:39 - Risk of extended conflict15:38 - Oil companies lagging commodity18:52 - Revaluation of oil companies25:47 - Oil oversupply29:48 - Focus on production growth33:08 - Canadian opportunities38:54 - One message to takeaway?Josef Schachter, CFA, is President of Schachter Energy Research Services Inc. and publisher of the Schachter Energy Report. He established Schachter Asset Management Inc. in Calgary, Canada, in 1996. For over 15 years, Mr. Schachter provided oil and gas research to Maison Placements Canada, geared to their institutional clients. Earlier in his career, he was the chief market strategist at Richardson Greenshields, a director of RGCL and a member of its Investment Policy Committee. He is a past chairman of the Canadian Council of Financial Analysts.Josef Schachter - Report - https://schachterenergyreport.ca/Substack - https://josefschachter.substack.com/X - https://x.com/JosefSchachterWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Hey Julie! A Big Brother Fan Podcast
Financial Analyst Emily Flippen returns; Chaos Q no longer & the Charlie-Rizgod beef

Hey Julie! A Big Brother Fan Podcast

Play Episode Listen Later Mar 15, 2026 59:59


Brett & Danielle are back to recap the third episode of Survivor 50. Chaos Q? More like Chaos Emily. America's favorite neurotic queen, Financial Analyst Emily Flippen, returned with a vengeance, betrayed every single one of her tribemates and set off a domino effect of events that led to Q's ousting at Tribal Council. In Emily's defense, Q did tell Mike White to vote for him. So, Goodbye Q, our true chaos king. What worked for you in Survivor 46 simply couldn't work in an all-returners season.Elsewhere in the show, we talk about the Rizo/Charlie Gen Z male beef, and the growing MAGA-pilled seniors alliance of Joe, Coach, Colby & Chrissy.Wrapping up the show, we take listener questions about Jeff's rap, Danielle claims that the idea of restaurants are over, we talk some about the latest episode of The Pitt and somewhere in all of that -- Brett talks about his latest dental endeavor. Jam packed episode. Let's do it.Follow Hey Julie on Bluesky and submit your questions ⁠⁠@HeyJulieBB⁠⁠.bsky.social, our ⁠⁠Discord server⁠⁠, or email us ⁠heyjuliebigbrother@gmail.com⁠!Watch Hey Julie on ⁠⁠YouTube⁠⁠Follow Brett ⁠⁠@BrettRader⁠⁠.bsky.socialFollow Danielle ⁠⁠@DingDongDani.bsky.social

KASIEBO IS TASTY
Cocobod Management Pay Cut Not Enough, Staff Downsize Needed – Financial Analyst

KASIEBO IS TASTY

Play Episode Listen Later Feb 19, 2026 58:10


Financial analyst Dr. Richmond Atuahene has commended COCOBOD's decision to reduce workers' salaries to help address challenges in the sector but insists that further staff downsizing may be necessary

Transferable Skills
Financial Analyst into Men's Health & Fitness | Andy Feltovich [57]

Transferable Skills

Play Episode Listen Later Feb 2, 2026 32:38


Andy Feltovich shares his journey from being a Financial Analyst to specializing in Men's Health and Fitness, and discusses his podcast 'Orthodox Apostasy', the importance of purpose and calling, and how his background in finance has equipped him with unique skills for his current role as a health and performance coach.▬▬▬▬▬ Resources ▬▬▬▬▬Andy Feltovich: https://www.linkedin.com/in/feltovichfit/Gerald Norby: https://www.linkedin.com/in/geraldnorby/FeltovichFit: https://www.youtube.com/@feltovichfitOrthodox Apostasy Podcast: https://open.spotify.com/show/4ZVztaBmHseeXFLMwZBhuYHow to Lie with Statistics: https://www.amazon.com/dp/0393310728Instagram: https://www.instagram.com/cacklemedia/TikTok: https://www.tiktok.com/@cacklemediaX: https://x.com/CackleMediaLLCYouTube: https://www.youtube.com/@CackleMediaLinkedIn: https://www.linkedin.com/company/cacklemedia/Support the pod when signing up for Descript / SquadCast: https://get.descript.com/transferableskillSign up for our newsletter: https://shorturl.at/WDrfTWant to be a guest on the show?: https://shorturl.at/umZ2l▬▬▬▬▬ Timestamps ▬▬▬▬▬00:00 Introduction and Guest Welcome00:28 Andy's Podcast and Philosophy02:24 The Concept of Laziness and Perfectionism05:31 Purpose and Calling Framework09:02 Andy's Career Journey19:55 Transition to Men's Health and Performance28:36 The Screen Framework and Coaching Philosophy32:04 Conclusion and Final Thoughts

Business & Personal Development with Chris Haroun
Is selling a stock and reinvesting not always the best strategy, How to deal with office bullies and politics, What are the different financial analyst roles and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Jan 31, 2026 122:03


This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: Is selling a stock and reinvesting not always the best strategy, How to deal with office bullies and politics, What are the different financial analyst roles and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratiov

All Talk with Jordan and Dietz

January 22, 2026 ~ Richard Barrington, Financial Analyst and Commentator joins Kevin to talk about "No Buy January" Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palisade Radio
Josef Schachter: Venezuela, The Oil Super Cycle & How To Find 10-Baggers in Oil Producers

Palisade Radio

Play Episode Listen Later Jan 12, 2026 54:03


Stijn Schmitz welcomes back Josef Schachter to the show. Josef Schachter is Founder, Schachter Asset Management Inc. The discussion centers on the current and future outlook for the global energy market, with a particular focus on oil and natural gas production and investment opportunities. Schachter presents a bullish perspective on the energy sector, forecasting a significant upward trajectory for oil prices. He predicts WTI oil prices will range from $52-$66 in Q1 2026, rising to $74-$84 in Q4, potentially reaching $100 per barrel by 2028-2029. This projection is underpinned by several key factors, including normal demand growth of 1.2-1.3 million barrels per day and constrained OPEC production capabilities. A critical aspect of Schachter’s thesis is the global lack of new oil discoveries and declining production rates. He highlights that shell oil production experiences 30-50% decline rates in the first year, necessitating continuous drilling. He notes, that over a billion people worldwide lack stable electricity access, presenting a significant future demand opportunity for energy resources. The conversation explores investment strategies within the energy sector, with Schachter recommending a diversified approach based on individual risk profiles. He suggests considering natural gas, light to medium gravity oil exposure, and service industry stocks. Notably, he emphasizes the importance of companies with strong balance sheets, insider ownership, and prudent management. Schachter is particularly optimistic about Canadian energy companies, many of which are currently trading at two to three times cash flow, with potential to expand to seven or eight times during a potential energy super cycle. He points out attractive dividend yields from various energy companies, ranging from 5% to 11%. The conversation also touches on geopolitical factors, including potential developments in Venezuela and the global shift in energy production and consumption. Timestamps: 00:00:00 – Introduction 00:01:23 – Oil Price Outlook 00:04:39 – Inventory Analysis 00:08:29 – Venezuela Oil Shift 00:10:21 – Rule of Law 00:14:53 – Canadian Stock Impacts 00:17:11 – Investment Opportunities 00:19:00 – Dividend Yields 00:21:30 – Energy Super Cycle 00:22:49 – M&A Activity 00:35:32 – Discovery Shortages 00:40:38 – Global Demand Growth 00:48:16 – Energy Report Details Guest Links: Website: https://schachterenergyreport.ca Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

Athletic Equestrian Podcast
#197 Alum Camryn Lubner University of SC & Skidmore Rider Lillard Peschlack

Athletic Equestrian Podcast

Play Episode Listen Later Jan 9, 2026 42:31


Camryn Lubner, from Southampton, New Jersey (a small town about 40 minutes outside Philly) and graduated from the University of South Carolina in May of 2024. She was on their IHSA team for all four years, competing in Open Flat and Fences throughout her career and attending Nationals in 2022, 2023, and 2024. She have been riding and showing horses ever since she could walk and have had the privilege of living on and running a horse farm my entire life. Lubner graduated with a degree in Statistics and Finance and started her career as a Financial Analyst in July of 2024. Lubner still competes regularly and just imported a 5 year old KWPN from Poland in August of 2024, along with dabbling in some AEE/ATOC (Alumni Equestrian Events/Alumni Tournament of Champions) competitions.    Lillard Preschlack is a captain of the Skidmore College Riding Team. She began riding as a toddler on her cousin's retired ponies at her grandmother's farm, officially starting lessons at age 8. She competed locally in Illinois until High School, where she successfully began the AA circuit in the junior hunters and equitation at Kentucky and Wellington. Since the pandemic, she has ridden alongside her mom at Buena Vista Farm in Wadsworth, Illinois. Throughout high school, Lillard wasn't sure if she wanted to ride in college, but after visiting Skidmore, she knew it was the perfect fit for her. She loved that Skidmore provided the opportunity to ride at a high level while receiving a top-notch liberal arts education.

Wintrust Business Lunch
Noon Business Lunch 12/18/25: Inflation cools, BCU, ECHO, Windy City Sweets 

Wintrust Business Lunch

Play Episode Listen Later Dec 18, 2025


Segment 1: Stephen Kates, CFP, Financial Analyst, Bankrate, joins John Williams to break down today’s inflation data and what that means for the economy as we head into 2026. Segment 2: Brandon Ewing, Director, Community Retail Branches, BCU, joins John to talk about their credit union, the difference between a credit union and a bank, the […]

The Kapeel Gupta Career Podshow
Life as a Financial Analyst: A Real Story of Skills, Salary, Scope & How You Can Become One Too

The Kapeel Gupta Career Podshow

Play Episode Listen Later Dec 9, 2025 14:20


Send us a textToday, Rohan works at one of the top consulting firms in India, earns more than many engineers his age, works with global clients, travels abroad for projects, and still smiles when he sees the stock market ticker.This is the life of a Financial Analyst. Connect With Kapeel Guptaor Click on the link: http://bit.ly/4jlql8s

The Circuit
Ep 144: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

The Circuit

Play Episode Listen Later Nov 18, 2025 45:38


The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech industry. They also discuss key neocloud earnings and engage in a conversation on if these companies are REITs or neoclouds. 

Cambrian Fintech with Rex Salisbury
How Claude's AI Financial Analyst is Changing Investing (Insider Unveils)

Cambrian Fintech with Rex Salisbury

Play Episode Listen Later Nov 5, 2025 37:59


My Fintech Newsletter for more interviews and the latest insights:↪︎ https://rexsalisbury.substack.com/In this episode, Anthropic's Nicholas Lin explains how vertical AI agents are reshaping financial services, from building real-time investment models to automating data analysis for some of the world's largest funds. We explore why finance was chosen as Anthropic's first enterprise vertical, the challenges and benchmarks in deploying safe, reliable AI, and how large organizations are integrating these tools across research and operations. Nicholas Lin also shares insights on the next era of AI adoption, collaboration with global partners, and the future role of financial analysts in an agent-powered economy.Nicholas Lin.: https://www.linkedin.com/in/cxl/00:00:00 - Anthropic demos real-time AI financial analyst00:00:39 - Claude's rollout to global enterprise clients00:01:27 - Why verticalize AI models for finance00:02:36 - AI as a solution for complex industry problems00:03:46 - Tackling regulated logic and audit trails00:05:07 - Building “retrieve, analyze, create” agents00:07:11 - Outperforming on industry research benchmarks00:09:13 - Integrating AI with customer feedback loops00:10:14 - Why AI-enabled spreadsheets matter00:13:03 - Partnering with sovereign wealth funds00:15:10 - Data integration and readiness for AI00:17:13 - Changing workflows with live artifacts00:20:04 - Customizing tools for technical teams00:23:19 - Driving product development with design partners00:25:12 - Future of “full-stack” autonomous agents00:27:33 - Solving adoption and change management00:29:01 - Enterprise-wide AI from consulting to accounting00:30:53 - Most bankers still lack AI access00:32:40 - Social impact of automating analyst work00:34:31 - Favorite AI and finance tools00:36:43 - The next wave of AI advances at Anthropic___Rex Salisbury LinkedIn:↪︎ https://www.linkedin.com/in/rexsalisburyTwitter: https://twitter.com/rexsalisburyTikTok: https://www.tiktok.com/@rex.salisburyInstagram: https://www.instagram.com/rexsalisbury/

Highlights from Newstalk Breakfast
Local Property Tax return deadline looming

Highlights from Newstalk Breakfast

Play Episode Listen Later Oct 30, 2025 4:41


Over 1.5 million households haven't filed property tax valuation as the deadline approaches. So what do households need to do? To give us some advice was Karl Deeter, Financial Analyst.

Highlights from The Hard Shoulder
Last 12 months sees highest number of first-time buyer mortgages since 2007

Highlights from The Hard Shoulder

Play Episode Listen Later Oct 24, 2025 12:22


The last 12 months saw the highest number of first-time buyer mortgages since 2007. What does this say about the current housing market?Joining Ciara Doherty to discuss this is Dr Rory Hearne, Social Democrats TD for Dublin North-West and author 'Gaffs: Why no one can get a house' and Karl Deeter, Financial Analyst.

American Grown Podcast
Brittany Litz: Financial Analyst/Perseverance, Advocacy & Building Community - Ep.152

American Grown Podcast

Play Episode Listen Later Oct 15, 2025 57:57


Episode 152: of the American Grown Podcast in the Colortech Creative Solutions studios with Brittany Litz Financial Analyst & Government Contractor.In this episode, we welcome back Brittany Litz, a government contractor, financial analyst, dedicated wife, mom/stepmom, and advocate for justice reform.Brittany's story is one of strength, perseverance, and advocacy. She opens up about her journey balancing a demanding career with family life as the wife of an Army veteran, all while navigating the flaws she's seen firsthand in the custody, family law, and criminal justice systems. Her passion for change stems from lived experience — and she's on a mission to shed light on the challenges families face and the need for reform.Frontline CompanionsSHOW SPONSORS:College Knowledge Foundation. Your path to higher education.Cleona Coffee Roasters. A small batch coffee roastery & coffee shop, veteran & first responder owned located inside 911 Rapid Response in Annville PA.Angelo's Pizza. Enjoy mouthwatering Italian dinners.Triggered 22. Support a local veteran and help spread awareness for PTSD & #22aday.Modern Gent Customs. We don't make basics...We make statements.Hains Auto Detailing. Have your car smiling from wheel to wheel.A&M Pizza. Authentic Italian quality meals.Boyer's Tavern. Proper food & drinks made by slightly improper people.Hossler Engraving. Looking for unique handcrafted gifts for all occasions Zach has you covered.Sip or Snack break.SIP: Garage Beer.SNACK: Jurgy.OFFICIAL STUDIO SPONSOR: Colortech Creative Solutions takes your creative projects from visualization to realization. We've been doing so since 1980 all while keeping your budget in mind.To see photos of today's guest follow on social media:IG: AmericanGrownPodcastFB: American Grown Podcast or visits us at American Grown Podcast

Mac OS Ken
Putting Two Financial Analysts in Timeout - MOSK: 10.06.2025

Mac OS Ken

Play Episode Listen Later Oct 6, 2025 14:55


- Needham Analyst Upset Apple Didn't Raise iPhone 17 Price - Jefferies Analyst Upset Apple Lowered iPhone 17 Price (???) - U.S. Government Shutdown Pauses Discovery in Apple/DOJ Case - Maine Episode of “Elevated” Hits Apple Vision Pro - Sponsored by CleanMyMac - Now with Cloud Cleanup. Try 7 days free and use code MACOSKEN20 for 20% off at clnmy.com/MACOSKEN - Japan's biggest brewery under cyberattack, and why your company's anti-phishing training isn't working on Checklist No. 443 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

The Sunday Roast
S11 Ep8: The Sunday Roast Featuring Charles Archer, long-term FTSE/AIM investor and freelance financial analyst #UKOG #EPP #BZT #GPP #AFP #ALRT #LCM #MAST #PREM $Gold #COIN #AAI #TIR #ASTR #WCAT #AMRQ

The Sunday Roast

Play Episode Listen Later Oct 5, 2025 55:21


In this episode of The Sunday Roast, Phil and Kevin is joined by Charles Archer to unpack a lively week in the markets as sentiment shifts positively going into Q4. The pair discuss the growing “risk-on” appetite, moves in commodities, and the impact of Donald Trump's proposed Middle East peace plan. They also dive into topics like digital IDs, government overreach, and investor protection in the UK markets. The discussion rounds off with the week's movers and shakers, from standout risers such as UK Oil & Gas, Energy Pathways, and Defense Holdings, to sharp fallers like Mast Energy Developments. A packed episode covering geopolitics, small-cap stories, crypto, gold, and everything in between — all wrapped up in classic Roast style. 00:00 - 00:13:20  Weekly News Roundup  00:13:20 #UKOG  00:14:52 #EPP  00:18:42 #BZT  00:23:30 #GPP  00:24:00 #AFP  00:26:10 #ALRT  00:36:15 #LCM  00:36:22 #MAST  00:38:55 #PREM  00:39:54 Gold Market 00:40:58 #COIN  00:44:38 #AAI  00:51:10  #TIR  #ASTR Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

Wintrust Business Lunch
Wintrust Business Lunch 9/18/25: Fed outlook, loyalty programs, iPhone Air, Falling for the Loop

Wintrust Business Lunch

Play Episode Listen Later Sep 18, 2025


Segment 1: Stephen Kates, CFP, Financial Analyst, Bankrate, joins John Williams to talk about the Fed decision to cut interest rates and what that means for your money moving forward. Segment 2: Abrar Al-Heeti, Senior Technology reporter for CNET, tells John everything we should know about the iPhone Air, and President Trump pushing back the TikTok […]

FinPod
Careers in Finance | Shubham Mittal

FinPod

Play Episode Listen Later Sep 16, 2025 42:21


From Wells Fargo to McKinsey: A Career Journey in Finance with Shubham MittalIn this episode of Careers in Finance on FinPod, we sit down with Shubham Mittal, a Financial Analyst at McKinsey & Company, to explore his diverse and inspiring career journey. From his beginnings at Indian Oil Corp and Wells Fargo to his current role at a top-tier consulting firm, Shubham shares the lessons he learned on the path to success.Join us as we unpack how he navigated a career in finance and learn his top insights on building a resilient and adaptable professional life.This episode covers:The Value of Internships: How varied experiences at companies like JP Morgan, Dell Technologies, and Siemens shaped his skills and prepared him for a full-time career.The MBA Advantage: The three key motivations behind his decision to pursue an MBA, including the power of networking and building a holistic business perspective.Life at McKinsey: A look into his day-to-day as a financial analyst, the "make your own McKinsey" culture, and how he focuses on managing operational expenses (OPEX).Top 3 Skills: Shubham's advice on the most important skills for aspiring finance professionals: continuous learning, networking, and the courage to fail.Learning from Rejection: His powerful story of a 12-hour interview with JP Morgan that taught him a crucial lesson in resilience that led to a better opportunity.Whether you're just starting your career or looking for inspiration to grow, Shubham's story offers valuable insights for every aspiring professional.Want to hear more from Shubham? Check out his podcast, "The Prudent Finance," for more insights on the world of finance

The Sunday Roast
S10 Ep47: The Sunday BBQ Featuring Charles Archer, long-term FTSE/AIM investor and freelance financial analyst #BZT #AFP #XTR #GLR #ALRT #PR1 #POW #SVNS #IMM #COIN #GMET #WSBN #CGNR #COBR #HEMO

The Sunday Roast

Play Episode Listen Later Sep 7, 2025 46:00


In this episode of The Sunday BBQ, Phil Carroll and Kevin Hornsby are joined by Charles Archer for a lively catch-up after a hectic summer. Despite stormy September weather, the trio fire up the indoor barbecue and dive into the week's biggest stories — from Putin strengthening ties with Xi Jinping and Kim Jong-un at Beijing's “Victory Day” parade, to Angela Rayner's stamp duty slip. Markets are also in focus, with Wishbone Gold, Cloudbreak, Cobra, Conroy Gold,  Defence Holdings and more all on the radar, plus huge moves in Hemogenyx and Immupharma. The team weigh in on winners, losers, and the sentiment driving small caps right now, before previewing the return of The Sunday Roast with CEO interviews next week. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

The Julia La Roche Show
#285 Ted Oakley: Expensive Markets, Fed Mistakes, And The Case For Commodities

The Julia La Roche Show

Play Episode Listen Later Sep 6, 2025 41:46


Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window to sell long bonds before higher structural inflation takes hold over the next 5-10 years. Oakley advocates significant cash positions (his firm holds 50% short-term treasuries) and exposure to commodities, energy, and gold as hedges against dollar decline and inflation. He sees concerning parallels to late 1990s day-trading mania among retail investors and emphasizes risk management over aggressive growth, particularly for older investors who need to preserve wealth rather than chase returns.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Welcome and intro0:51 Big picture outlook - market extremely expensive 2:10 Disconnect between economy and markets - flatlining economy vs rising stocks3:20 48 years in markets - emotions never change at highs and lows4:43 Fed rate cuts coming - Arthur Burns mistake repeating6:24 Sell long bonds opportunity - inflation higher for next 5-10 years9:08 Most people don't know what's in their portfolios10:27 Rate cuts won't significantly impact 30-year rates12:02 Can Fed solve inflation? Only through Volcker-style aggressive tightening13:28 Jobs report 14:20 Recession outlook - wouldn't hurt to clean up system leverage15:52 Retail investor activity - zero commissions created day trading18:22 Warning signs from individual investors - last in, last out19:49 Liquidity allocation by age - different strategies for different ages22:49 Risk management key - never lose a lot of money26:59 Finding opportunities - screening 300 good companies29:45 Current allocation - 50% short-term treasuries across strategies31:48 Gold and bonds relationship - hard assets hedge against dollar decline33:48 Commodities outlook - 25-year lows present opportunity36:15 Biggest surprise this year - tariff costs not fully passed to consumers37:54 Biggest risk - America not as strong militarily as we think39:11 Optimism in American resilience and young people's potential

Bob-Cast
Richard Barrington, Financial Analyst for Credit Sesame

Bob-Cast

Play Episode Listen Later Aug 26, 2025 7:00


Financial Analyst for Credit Sesame, Richard Barrington joined Bob Miller and Chris Michaels during the Morning News Express to discuss the dangers of these "Buy Now Pay Later" schemes.See omnystudio.com/listener for privacy information.

Palisade Radio
Florian Grummes: The Best of this Rally is Yet to Come for Gold, Silver, and Especially Miners

Palisade Radio

Play Episode Listen Later Aug 20, 2025 53:03


Tom Bodrovics welcomes Florian Grummes to the show. Florian Grummes is Financial Analyst, Advisor, and Founder & Managing Director of Midas Touch Consulting. The discussion centers on the current state of gold and silver markets, highlighting a period of consolidation following a strong rally. Grummes explains that gold has been trading in a range between $3,200 and $3,400, which he considers a healthy and bullish consolidation after a significant price increase from $2,000 to $3,500 over the past 14 months. He anticipates more market movement in September and October as traders return from summer holidays. Central bank buying remains a crucial driver for gold prices, with emerging markets like China and India continuing to diversify away from the US dollar. Grummes believes this trend could continue for five to ten years, driven by geopolitical uncertainties and a strategic shift in global financial dynamics. The Shanghai Gold Exchange has become increasingly prominent, potentially challenging Western pricing mechanisms for precious metals. Regarding silver, Grummes notes a more measured approach to price movement, which he views positively. He suggests the market is building momentum more sustainably, increasing the likelihood of breaking through the $50 resistance level and potentially continuing higher to $55-$75. The discussion also touches on mining stocks, which Grummes sees as undervalued and potentially poised for significant growth. He references the Dow-to-Gold ratio as an important long-term indicator, suggesting that precious metals are likely to outperform traditional stocks in the coming years. Looking ahead, Grummes provides price targets for the end of 2024: approximately $4,000 for gold, $50 for silver, and potentially $150,000 for Bitcoin. He expects a strong final quarter across markets, with potential rate cuts and continued liquidity in the financial system. Overall, Grummes maintains an optimistic outlook on precious metals, emphasizing patience and a long-term perspective for investors.

The Aubrey Masango Show
Profile interview: One Elsie Giddie, Chartered Financial Analyst

The Aubrey Masango Show

Play Episode Listen Later Aug 15, 2025 41:17 Transcription Available


Kgomotso Modise standing in for Aubrey Masango speaks to One Elsie Giddie, a Chartered Financial Analyst and they talk about her career journey, ambitions and the things she stands for. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
The Money Show Explainer: How the Reform Tracker works

The Best of the Money Show

Play Episode Listen Later Aug 15, 2025 4:52 Transcription Available


Stephen Grootes speaks with Stuart Theobald, Financial Analyst and Chairman at Intellidex, to explain how the Reform Tracker will support government and business by providing credible, up-to-date data on reform progress, empowering leaders to make informed decisions. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Ranch It Up
Latest Beef Cattle Industry News & Market Reports

Ranch It Up

Play Episode Listen Later Aug 3, 2025 27:00


It's The Ranch It Up Radio Show! Join Jeff “Tigger” Erhardt, Rebecca Wanner aka BEC, and the crew as they break down the top headlines in agriculture and livestock. Get the full recap from the Northern Summertime Classic sale with Northern Livestock Video, plus key updates on cow herd rebuilding and more. Don't miss this action-packed episode of The Ranch It Up Radio Show! Subscribe now and turn on notifications so you never miss a beat from Rural America.

The Long View
Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta'

The Long View

Play Episode Listen Later Jul 29, 2025 54:19


Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial matters on AQR's website and has been a prolific researcher throughout his career, with his contributions appearing in many of the leading scholarly journals, including the Journal of Portfolio Management, Financial Analyst's Journal, the Journal of Finance, and the Journal of Financial Economics. Before co-founding AQR, Cliff was a managing director and director of quantitative research for the asset management division of Goldman Sachs. Cliff Asness, welcome back to The Long View.BackgroundBio@CliffordAsness“Cliff Asness: Value Stocks Still Look Like a Bargain,” The Long View podcast, Morningstar.com, May 31, 2022.Macro Forecast, Market-Timing, and Equities“2035: An Allocator Looks Back Over the Last 10 Years,” by Cliff Asness, aqr.com, Jan. 2, 2025.“(So) What If You Miss the Market's N Best Days?” by Cliff Asness, aqr.com, June 5, 2025.“Why Not 100% Equities,” by Cliff Asness, aqr.com, Feb. 12, 2024.“Exceptional Expectations: US vs. Non-US Equities,” by Antti Ilmanen and Thomas Maloney, aqr.com, Q2 2025.Alternative Assets and Artificial Intelligence“In Praise of High-Volatility Alternatives,” by Cliff Asness, aqr.com, Sept. 4. 2024.“Should Hedge Funds Hedge?: Why Some Alts Should Have a Beta of 1.0,” by Cliff Asness, aqr.com, March 28, 2025.“We Have ‘Surrendered More to the Machines,' Says Quant Fund Titan Cliff Asness,” by Costas Mourselas and Amelia Pollard, ft.com, June 3, 2025.“CIO Perspectives: An Interview With Cliff Asness,” aqr.com, Sept. 1, 2024.OtherWisdomTree“AQR Launches the AQR Fusion Mutual Fund Series,” AQR Funds News, aqr.com, June 25, 2025.Asian Financial Crisis

Social Skills Mastery
236. Stolen Words: How to Reclaim Your Voice After Interruptions

Social Skills Mastery

Play Episode Listen Later Jun 27, 2025 22:06


Have you ever been cut off mid-sentence, had your idea hijacked, or been completely misunderstood with no chance to recover? If you're someone who already finds speaking up challenging, these moments can feel devastating. In this episode, I'm sharing exactly how to reclaim your voice and communicate with unshakeable confidence. What I'm Covering: Why interruptions hit socially reserved people especially hard (and why it's not about the value of what you're saying) The real psychology behind why people interrupt—from enthusiasm to power plays My proven strategies for recovering in-the-moment when someone cuts you off or misunderstands you How to have follow-up conversations that prevent future interruptions without damaging relationships My In-the-Moment Recovery Framework: Stay Centered and Reclaim the Floor - Confident phrases to get your voice back Use Your Body Language - How to project confidence even when you're feeling rattled Address Misunderstandings Immediately - Scripts for clarifying without being defensive Bridge Back to Your Point - Techniques for returning to your original contribution  **   Don't even know where to begin in improving your interpersonal skills? Are you ready to leave social stress behind and go from where you are to where you want to be? Book a Social Strategy Session HERE  Free Guide: The Social Skills Playbook Have a question that needs an answer. Email me at Hello@SocialConfidencePro.com   LinkedIn Instagram TikTok

ON THE CALL
THANK YOU S10 EP11-ANTORNE McLEOD-Journalist, Creator, Writer, Photographer, Designer, Father

ON THE CALL

Play Episode Listen Later Jun 5, 2025 50:41


Antorne McLeod was born at Downstate Hospital in Brooklyn, New York, into a culturally rich family. With a Jamaican father and a Trinidadian mother, his heritage significantly shaped his identity. Raised in a vibrant household, Antorne was influenced by his grandmother, a Carib Indian, who nurtured a large family of 22 children. The lively atmosphere was filled with music, traditional dances, and cultural gatherings, laying a strong foundation for Antorne's appreciation of community and familial bonds.Antorne pursued an Associate of Arts in Business from the University of Phoenix from 2014 to 2016. His education provided him with theoretical knowledge that complemented his practical experiences, equipping him with a solid foundation in business principles.Antorne McLeod's career spans various sectors, showcasing his versatility, adaptability, and commitment to making a positive impact in the workplace. He is a creator, writer, photographer, and designer at Dominusvir.com currently living in Atlanta, Georgia,Antorne led a dedicated team at Knockout Renovation, managing complex renovation projects, after serving as Office Assistant His leadership, developing essential administrative skills and gaining a strong grasp of renovation management processes organizational skills, and hands-on customer service experience contribute to successfully meeting project goals.As a Financial Analyst at SUNY Downstate College of Medicine, where he managed financial data, focusing on mitigating overdue debts. His impactful contributions earned him recognition, despite facing challenges from resistance to change within the department. He was a Content Writer for Industry Rules Magazine utilizing his writing talent to produce articles covering industry trends and insights, allowing him to share his knowledge with a broader audience.He became an Administrative Assistant for the Yvette Clark Congressional Campaign which began his career in a politically charged environment, gaining insights into campaign management after persistent efforts to secure this role. Prior to this he was in positions as: Customer Service & Sales Representative.Personally, Antorne has expressed concerns regarding the early childhood education system and healthcare, advocating for systemic reform. His experiences at SUNY Downstate highlighted the challenges faced in patient care and financial management, leading him to feel alienated during his tenure. A memorable comment from a rabbi during this time was “They don't want you here,” which further illustrated his struggles against the status quo.Culturally, Antorne's adventurous spirit has led him to travel extensively throughout the Caribbean, exploring cultures in places like St. Kitts, Nevis, St. Vincent, and the Grenadines. His travel adventures have enriched his understanding of diverse communities and lifestyles.Artisticly, Antorne reads 18-20 comics weekly and has a longstanding love for Marvel comics. He enjoys visual storytelling and has explored photography through collaborations with musician friends. His experiences have allowed him to meet notable celebrities and participate in events that celebrate artistic accomplishments. Additionally, he has an interest in video editing and marketing, honing skills that align with his passion for storytelling and audience engagement.He remains engaged in artistic endeavors, community involvement, and continuous learning, focusing on personal development and honing his skills. His journey reflects resilience, passion for helping others, and a commitment to cultural roots, influencing both his professional and personal life.For collaboration/business inquiries: onthecallpodcast20@gmail.comInstagram: https://www.instagram.com/otc_podcast20/?hl=enTikTok: https://www.tiktok.com/@otcpodcast?_t=ZS-8wXFVzHdf7wLinkedIn: https://www.linkedin.com/in/ozzie-stewart00

Journey Beyond Divorce Podcast
The Art of Divorce Negotiation: Leverage What Your Spouse Values Most with Brenda Bridges, Certified Divorce Financial Analyst (CDFA)

Journey Beyond Divorce Podcast

Play Episode Listen Later May 23, 2025 49:49


Divorce negotiations can feel like a battlefield—two people locked in conflict, each fighting to protect what matters most. But what if you stopped viewing your ex as the enemy and started seeing the process as a strategic game—one where understanding, clarity, and emotional regulation could actually help you get better results? In this episode of the Journey Beyond Divorce podcast, I'm joined by Brenda Bridges—Certified Divorce Financial Analyst, Divorce Coach, and Mediator. Brenda has not only helped countless clients navigate the financial and emotional complexities of divorce—she's lived it. After experiencing her own financially devastating divorce, she made it her mission to help others avoid the same mistakes by approaching divorce strategically instead of emotionally. Together, we explore how negotiating during divorce doesn't have to be driven by fear, anger, or reactivity. We talk about the importance of understanding your spouse's values—what they truly care about—and how using that insight can completely shift the way you approach settlement discussions. Whether it's financial security, time with the kids, or protecting their image, knowing what drives them can give you a surprising amount of leverage. We also dive into what it means to regulate your emotions, communicate with intention, and stay grounded during mediation or high-conflict negotiations. If you've ever felt stuck in a tug-of-war, always bracing for the next blow, this conversation offers a new perspective—one rooted in strategy, self-awareness, and the belief that you can walk away from divorce with clarity, confidence, and a future you're excited about. This episode is for anyone ready to stop playing defense and start negotiating from a place of strength and insight. Because when you understand the emotional and financial landscape of divorce, you can make smarter choices and protect what truly matters to you. Connect with Brenda: Website: https://bridgingdivorcesolutions.com/ Instagram: https://www.instagram.com/bridgingdivorce Facebook: https://www.facebook.com/BridgingDivorce/   "New Normal" Post Divorce Checklist: https://mailchi.mp/bridgingllc/jtzu34jo7l Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg

The Money Show
The sad case of iThala and the limping Post Bank & Middle Class under pressure

The Money Show

Play Episode Listen Later May 14, 2025 79:47


Stephen Grootes in conversation with Stuart Theobald, Financial Analyst and Chairman at Krutham chat about the struggles of Ithala Bank and Post Bank, highlighting a deep-rooted challenge in South Africa’s financial sector. They also touch on the reflection that there is tension between financial inclusion and regulatory oversight, raising questions on the future of state-backed banking in South Africa. In other interviews: Stephen Grootes speaks to Benay Sager, executive head of DebtBusters, and personal finance journalist Maya Fischer-French from Maya on Money, about the quiet crisis brewing in South Africa’s middle class. DebtBusters’ latest debt index shows growing strain on households earning between R10 000 and R35 000 a month — a group often seen as the backbone of the economy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.coSee omnystudio.com/listener for privacy information.

Walk Talk Listen Podcast
Belonging Beyond the Resume with Katie Starobin - Walk Talk Listen (Episode 192)

Walk Talk Listen Podcast

Play Episode Listen Later May 14, 2025 68:54


In this engaging conversation, Katie Starobin reflects on her journey from Los Angeles to Seattle, sharing how soccer, family, and a rigorous humanities education shaped her values of teamwork, commitment, and community. We explore how her college experiences—ranging from leading the Jewish Student Union to studying abroad in Italy—helped her understand the deeper meaning of belonging and connection. Katie speaks candidly about navigating generational divides, the importance of redefining success, and why small acts of community care matter just as much as systemic change.   Katie Starobin is a business economics student at Seattle University's Albers School of Business and Economics, graduating in June 2025. She has excelled academically in the Honors Program, gained global insights through study abroad, and built experience in financial analysis at Microsoft and United Airlines. An engaged campus leader, Katie has conducted research in labor economics and healthcare policy, served as a peer tutor, research assistant, and active member of Alpha Kappa Psi. She also serves on the Advisory Council of the Center for Ecumenical and Interreligious Engagement (CEIE). This fall, she will begin her full-time role as a Financial Analyst at Microsoft, bringing her analytical and leadership skills to business strategy and problem-solving.   Discover more about Katie via the CEIE Website.   Check the CEIE LinkedIn, Facebook page and Instagram. Follow Jeanine via LinkedIn. Share your thoughts on this episode via walktalklisten. Your feedback is invaluable to us. Please do explore the songs selected by Katie and previous guests on our #walktalklisten playlist here.   Follow Us: Support the Walk Talk Listen podcast and Maurice by liking and following Maurice on Blue Sky, Facebook and Instagram. Visit our website at 100mile.org for more episodes and information about our initiatives. Check out the special WTL series "Enough for All," featuring Church World Service (CWS) and the work of the Joint Learning Initiative (JLI).

The Julia La Roche Show
#253 Ted Oakley: 'They're Giving You Another Chance to Get Liquidity. You Should Take It'

The Julia La Roche Show

Play Episode Listen Later May 1, 2025 47:00


Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain elevated. He shares his approach to maintaining significant liquidity (currently 55%) while selectively investing in value opportunities like consumer staples. Ted also explains his gold strategy, with bullion as a permanent currency hedge and miners as tradable assets. The conversation concludes with insights from his new book "Second Generation Wealth," where he emphasizes the importance of letting children experience financial independence and adversity before introducing them to family wealth.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Introduction and welcome0:32 Big picture macro view - deterioration and complacency 2:05 Explaining market complacency despite bearish sentiment 3:21 Liquidity and portfolio positioning 4:45 Appropriate liquidity levels by age group 7:42 Boomers' over-allocation to stocks 8:47 Value Line Investment Survey as a market indicator 10:52 Scaling into investments during market downturns 11:55 Fully invested vs. current 55% liquid strategy 14:09 Market risks: shrinking corporate margins and multiples 16:05 Market decline without recession possibility 17:05 Recent market movement - another chance for liquidity 18:35 Q1 GDP insights and market end-of-month action 19:48 Preparing for potential market scenarios 21:26 Retail buyers and leverage in current market recovery 22:35 Current investment opportunities - consumer staples and value24:48 Gold strategy - bullion as currency hedge vs. miners as trades27:45 Gold's purchasing power preservation over time 30:10 Treasury strategy - staying under two years to maintain control31:36 US fiscal situation and future outlook 33:58 Second Generation Wealth - inheritance and teaching kids about money 36:17 Helping children develop self-esteem and independence 39:16 The importance of adversity and work ethic for children 41:37 Setting an example - treating everyone equally 44:13 Parting thoughts

GEMS with Genesis Amaris Kemp
Ep. 816 - Unlocking Freedom for Pumping Moms with Ece Filiz

GEMS with Genesis Amaris Kemp

Play Episode Listen Later Feb 18, 2025 27:52


Have you ever felt confined pumping or felt the need to seekout help to keep your milk supply up? Being a pumping and/or nursing mom can be extremely hard,but with the right support you can truly thrive and flourish. In this segment, Ece Filiz shares her journey and how she went about unlocking freedom for pumping moms to ensure you are equipped with essential items.   WHO IS ECE?Ece Filiz is the founder and CEO of Idaho Jones, a brand dedicated to making the breastfeeding journey simpler, more organized, and more comfortable for moms. Before that, Ece was part of the Corporate Strategy team atthe European Bank for Reconstruction and Development (EBRD), where she enhanced the Bank's planning and performance measurement processes, introduced scenario planning as a strategic tool, and identified new investment and policy engagement opportunities. She also worked on the EBRD's fund of funds team, leading and managing investments into private equity funds across Eastern Europe and North Africa. Ece began her career as a Financial Analyst in J.P. Morgan'sMergers & Acquisitions department. She holds a B.A. in economics and Public Policy from the University of Chicago. Ece has two young daughters and lives in London with herfamily. Her passion for helping moms navigate breastfeeding challenges is the driving force behind Idaho Jones.   ECE'S CALL TO ACTION & CONTACT INFOTo learn more about Ece's brand and how Idaho Jones is helping to simplify life for breastfeeding moms everywhere, head over to idaho-jones.com. You'll find thoughtfully designed pumping bags, bras, and more—plus plenty of resources to help you navigate your breastfeeding journey with a little calmer and confidence. https://www.instagram.com/idaho_jones/https://www.linkedin.com/in/ece-filiz-b712451b/   GENESIS'S CALL TO ACTIONSubscribe / Follow GEMS with Genesis Amaris Kemp podcast on audio platform & YouTube channel, Hit the notifications bell so you don't miss any content, and share with family/friends.  GENESIS'S INFOhttps://genesisamariskemp.net/genesisamariskemp

Epic Real Estate Investing
Real Estate Mastery: From Financial Analyst to Property Mogul | Brian Valdivia | 1426

Epic Real Estate Investing

Play Episode Listen Later Feb 15, 2025 46:26


Join us on the Epic Real Estate Investing Show as we welcome Brian Valdivia from Beltway Lending. In this episode, Brian shares his impressive journey from acquiring his first rental property in 2021 to amassing nearly 200 properties to date. Learn how Brian transitioned from a basement-dwelling financial analyst to a thriving real estate investor and lender. He reveals his strategy for expanding quickly using hard money, the importance of relationships with realtors, and his unique approach to finding deals. Additionally, he offers valuable advice for aspiring investors on securing financing and managing renovations. Don't miss this episode packed with practical insights and inspiring stories from a true real estate pro. Stay in touch with Brian: phone:  443 845 2273 email: brian@beltwaylending.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Financially Independent Teachers
EP 201-Former Financial Analyst Making 100k+ Per Year Becomes Teacher (TX)

Financially Independent Teachers

Play Episode Listen Later Feb 2, 2025 48:06


Send us a textZach graduated from the University of Houston with a degree in finance. In his mid 20's, he was clearing 100k+ and his wife had income as well. Even though he knew WHAT to do with money, the temptations that we all face (cars, travel, eating out) proved to be a major roadblock to building financial independence. After taking a pay cut to teach, Zach and his wife have tracked every dollar and are now making financial progress.  Zach shares his journey and some of the important lessons he has learned along the way.  Now, he is helping other individuals as a financial coach and has a passion for helping navigate others from not making the same mistakes he once made. Zach's Info:·   zach@fjfcoaching.com·   Free “Limiting Money Beliefs Booklet by going to fjfcoaching.com/FITBe a guest on the show:https://www.financiallyindependentteachers.com/contact-8Check out our website:https://www.financiallyindependentteachers.com/Sign up for FIT coaching:https://www.financiallyindependentteachers.com/services-4Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag ReportConversations with thought leaders in the world of finance, economics, and investing.Listen on: Apple Podcasts Spotify

Marriage, Kids and Money
Trump Tariff Policies - How Do Families Prepare?

Marriage, Kids and Money

Play Episode Listen Later Jan 28, 2025 45:20


President Trump has signaled that imposing new tariffs will be a cornerstone of his presidency. How will tariffs impact your family finances? Meghan Rabuse, the Family Finance Mom, joins the show again to help us answer this big question.  Also, Larry Sprung from New York shares how he and his wife paid off their $1 million home and what they plan to do with the extra money! RESOURCES Meghan Rabuse (Website): https://www.familyfinancemom.com  Larry Sprung (Website): https://www.mitlinfinancial.com/ GUEST BIO - Meghan Rabuse Meghan spent nearly a decade as a Financial Analyst, before spending the last decade as a SAHM to three little ones. She shares simple money tips for moms to help their family reach their financial goals by building a financial plan they can LIVE with! GUEST BIO - Larry Sprung Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., with over 26 years of experience in financial planning and asset management. He is the author of the bestselling book Financial Planning Made Personal and hosts the Mitlin Money Mindset® podcast. Recognized as an Investopedia Top 100 Financial Advisor from 2021 to 2023, Larry is also a member of the Forbes Advisor Banking Advisory Board. A dedicated mental health advocate, Larry has served on the National Board of the American Foundation for Suicide Prevention and co-founded the Keith Milano Memorial Fund, raising over $1.7 million. A graduate of Binghamton University, he combines professional expertise with a passion for community and well-being. MKM RESOURCES Make My Kid a Millionaire Course: Want to make your kid a millionaire? Learn more about my course! MKM Coaching: Request a free 15-minute consultation today YouTube: Subscribe for free to watch videos of these episodes and interviews Instagram: Follow our IG channel Voicemail: Leave your questions or comments here  HOW WE MAKE MONEY + DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Research & Writing: Andy Hill Podcast Artwork: Kayli Groves Editor: Podcast Doctors Podcast Management: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

Strawberry Letter
Career Change: A CPA and Financial Analyst created a company to promote financial literacy and wealth building, George Acheampong & Carter Cofield.

Strawberry Letter

Play Episode Listen Later Jan 11, 2025 25:55 Transcription Available


Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Best of The Steve Harvey Morning Show
Career Change: A CPA and Financial Analyst created a company to promote financial literacy and wealth building, George Acheampong & Carter Cofield.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Jan 11, 2025 25:55 Transcription Available


Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

The John Batchelor Show
PREVIEW: MARKETS: Financial analyst Elizabeth Peek examines drivers behind the "Trump Trade" market rally following recent election developments. More tonight.

The John Batchelor Show

Play Episode Listen Later Nov 19, 2024 1:15


PREVIEW: MARKETS: Financial analyst Elizabeth Peek examines drivers behind the "Trump Trade" market rally following recent election developments. More tonight. 1955 NYSE 

Marriage, Kids and Money
Federal Reserve Cut Interest Rates: Why Should I Care?

Marriage, Kids and Money

Play Episode Listen Later Sep 23, 2024 48:30


The Federal Reserve cut interest rates for the first time in 4 years. What does this big decision mean for families? Meghan Rabuse, the Family Finance Mom, joins the show again to help us answer this big question.  Also, Steven and Lauren Keys from Florida share how they built a millionaire net worth in their early 30s! RESOURCES **Sponsors + Partners + Deals: https://www.marriagekidsandmoney.com/sponsors Meghan Rabuse (Website): https://www.familyfinancemom.com  Steven & Lauren Keys (Website): https://www.tripofalifestyle.com/ GUEST BIO - Meghan Rabuse Meghan spent nearly a decade as a Financial Analyst, before spending the last 8+ as a SAHM to three little ones. She shares simple money tips for moms to help their family reach their financial goals by building a financial plan they can LIVE with! GUEST BIO - Steven & Lauren Keys Lauren and Steven Keys became millionaires on five-figure salaries. By intentionally keeping their household expenses low after college graduation, they grew a buffer of cash and investments that freed them from work and enabled them to do some really fun stuff, like taking six months off to explore Hawaii and another seven months to travel to every National Park in the US. They retired from their full-time jobs at age 29, and now they're hoping to help other people (like you!) do something similar. OTHER EPISODES YOU MIGHT LIKE Family Wealth and Happiness: 10 Steps to a Better Tomorrow (Today) 50% to 10%: Why We're Happy Saving Less in FIRE Journey MKM RESOURCES Make My Kid a Millionaire Course: Want to make your kid a millionaire? Learn more about my course! MKM Coaching: Request a free 15-minute consultation today YouTube: Subscribe for free to watch videos of these episodes and interviews Instagram: Follow our IG channel Voicemail: Leave your question or comments here  HOW WE MAKE MONEY + DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Research & Writing: Andy Hill Podcast Artwork: Liz Theresa Editor: Podcast Doctors Podcast Management: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

The One w/ Greg Gutfeld
Governor Walz's Own Kin Hope He Won't Win!

The One w/ Greg Gutfeld

Play Episode Listen Later Sep 7, 2024 19:19


As seen on Gutfeld!, FOX News Contributor, Kat Timpf, Host of the Tyrus & The Wise Men podcast, Tyrus, Comedian, Lou Perez, and Financial Analyst, Heather Zumarraga discuss the political implications of Minnesota Governor Tim Walz's family coming out in support of former President Trump.    Plus, Greg pokes fun at his old friend Geraldo Rivera. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Steve Harvey Morning Show
A CPA and Financial Analyst created a company to promote financial literacy and wealth building, George Acheampong & Carter Cofield.

The Steve Harvey Morning Show

Play Episode Listen Later Jul 26, 2024 25:55 Transcription Available


Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs.   The interview would cover topics such as: - The inspiration behind founding Melanin Money - Key milestones and achievements in your journey - Strategies for promoting financial literacy within the Black community - Personal stories of success and overcoming obstacles - Future goals and projects for Melanin Money  #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

The One w/ Greg Gutfeld
The Man Who Blew Up Watergate Dishes On Joe's Mental State

The One w/ Greg Gutfeld

Play Episode Listen Later Jul 6, 2024 20:55


As seen on Gutfeld!, Financial Analyst, Heather Zumaragga, FOX News Contributor Kat Timpf, Host of The Wise Men Podcast Tyrus, and Comedian Tyler Fischer discuss how 'legendary' journalist Carl Bernstein claims to have had 15 sources over the past year tell him President Biden is no longer suited for the job. But why did he only release this information now?   Plus, Gutfeld sounds off on President Biden's mental acuity in a humorous way that only he could. Learn more about your ad choices. Visit megaphone.fm/adchoices