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Are you prepared for when life takes an unexpected turn? Tune in for an inspiring discussion with William Holditch on his new book Strategic Planning For The Golden Years: An Advanced Workbook for Organizing Key Personal, Medical, and Financial Information.Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate!William C. Holditch, a Texas native, earned a BS in Farm and Ranch Management from Texas A&M and an Executive MBA from Baylor. He helped grow his family's event rental business from under $1 million to $11 million in annual revenue before its sale in 2017, establishing himself as an industry expert. Afterward, Holditch held executive roles in the special events industry until the COVID-19 pandemic, when he transitioned to serving as a Firefighter/EMT. He later became a college professor and continues his emergency service work in Central Illinois. A pivotal family moment in 2023 sparked the idea that led to his current writing project. https://authorwilliamholditch.comFor more show information visit: www.MariannePestana.com
02-04-2025 Ruth King Learn more about the interview and get additional links here: https://usdailyreview.com/are-you-willing-to-share-financial-information-with-your-managers/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ
The Farm Financial Council was formed in the 1980's due to a need for agriculture operators to have a standardized form to submit to lenders.
Gene and Alyssa answer buckets o' questions: He asks how investment management fees are calculated and what they cover? They are moving from PA to NC and wonder if there are tax strategies to save on state taxes? He moved 50% of his account into gold. Now he asks if that is a good idea? She wonders if it is necessary to change her investments every 90 days? Lots more . . . Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
Feeling overwhelmed by financial disclosures during divorce cases? Learn how to streamline the process and make your case rock-solid with insights from the pros!In this episode, Holly Draper and Carrie Tapia, partners at The Draper Law Firm, delve into the intricacies of effectively managing financial documents for mediation and court. They explore common pitfalls and offer practical strategies for attorneys and clients alike, all while uncovering the nuances of financial preparation in family law cases.In this episode, you'll discover:How to identify and manage sudden separate property claims made during mediation.The crucial role of accurate document labeling and proper format submission.Why valuing non-statement assets like houses and cars requires a cautious approach.The complexities of business valuations and when to seek expert opinions.Proven strategies to keep financial inventories up-to-date and reliable.
Struggling to protect your financial information in a world of increasing data breaches? Discover simple yet powerful strategies to safeguard your identity in our latest episode of Better Financial Health in 15 Minutes or Less. I'm Stacey Hyde, your guide through the essential steps to locking your credit with TransUnion, Equifax, and Experian. Learn how this proactive measure can prevent unauthorized access to your financial data without hindering your ability to make major purchases. Join me as we explore the practical use of password managers, the critical role of multi-factor authentication, and real-life stories of identity theft. Stay ahead of hackers and protect your personal information with insights backed by the Wall Street Journal. Tune in for actionable advice and stay informed in this fast-evolving digital landscape. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
This week I'm delighted to welcome Ian Dempsey who's an IFA (Independent Financial Advisor)Ian is such great fun and we discussed all about the current state of the industry and how he's hoping to change it with a different approach to dealing with clients.In this episode:
In this episode, our co-founders Karen Chellew and Catherine Shanahan chat about the importance of gathering the financial information and documentation needed to fully support your marital estate. Now let's get to it! In this episodes we discuss: Identifying and clarifying what a marital estate is Understanding the components of a marital estate Loans and debt Retirement funds The details to not overlook when distributing assets in your settlement Connect with us on social media: Facebook Instagram Tik tok Listen to more podcast episodes, read our divorce blog, and join our free divorce support group at mydivorcesolution.com. The We Chat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices
Sebastian Kreis has an inspiring story about his experiences building an incredible platform. While many people are talking about using machine learning and AI, Sebastian was one of the trendsetters in the field.
With endorsements from the G20, UN, World Bank, IOSCO, the International Sustainability Standards Board (ISSB) stands at the forefront of standard-setting efforts, shaping the future of sustainable finance and reporting worldwide. Founded in 2021 at COP26 in Glasgow, under the stewardship of Emmanuel Faber as Chair, the ISSB has become a globally recognized and respected standard-setter. Within its first two years, the ISSB has issued the inaugural IFRS Sustainability Disclosure Standards: IFRS S1 General Requirements for Disclosure of Sustainability-related Financial Information and IFRS S2 Climate-related Disclosures. It reduced the ‘alphabet soup' of sustainability disclosures by incorporating standards and frameworks from the Value Reporting Foundation, the Climate Disclosure Standards Board, and the Task Force on Climate-related Financial Disclosures (TCFD) into ISSB Standards. - It secured endorsement of its Standards by the International Organization of Securities Commissions (IOSCO) and published a roadmap for supporting jurisdictional adoption. - Already, on Finance day at COP28, close to 500 organizations from 64 jurisdictions, representing $120 trillion in assets, have signed the statement of support. - Global regulatory backing comes from regulators and standard setters from 40+ jurisdictions, including ASEAN, EU, Japan, UK, and more. Emmanuel Faber, a pioneer for decades - leading as CEO and Chairman of Danone to become a global leader in corporate sustainability - was named one of the "World's 50 Greatest leaders" by Fortune. This background makes him the perfect fit for the ISSB to revolutionize sustainability reporting. Key topics include: - The rationale behind new global ISSB standards - The implementation of a global scanning system for the company's entire value chain. - The significance of Scope 3. - Future-proofing businesses. - Up-skilling boards. - The urgency of addressing climate change. - Aligning corporate practice with ESG and SDG principles to drive long-term value creation. And more.
The introduction of mandatory ESG (Environmental, Social, and Governance) reporting is set to have significant implications for engineering businesses. Keith Davidson, Environment Partner at law firm Irwin Mitchell discusses how the upcoming ESG developments, starting in 2024, will fundamentally change the business landscape for engineering companies. Recent and expected ESG developments Although the term ESG (Environmental, Social and Governance) has been commonly used since 2004, it has not been a priority issue for most SMEs. ESG is used as a measure of socially responsible investing and for the last two decades ESG has primarily concerned international financial market participants such as investment funds, banks, insurers, pension funds and listed companies. Significant changes are on the horizon. The business landscape is set to undergo a transformation in the coming years due to three key developments: • The introduction of the first-ever internationally comparable accounting standards for accounting periods beginning in January 2024, so companies worldwide will be judged according to their ESG performance. • Mandatory ESG reporting has been introduced for large companies in the EU from 2024, and the rules will gradually extend to non-EU enterprises that do business in the EU. • Increased legal obligations to manage supply chain ESG performance, specifically addressing Scope 3 greenhouse gas (GHG) emissions from upstream and downstream value chains. New global standards for sustainability and climate-related disclosures On 26 June 2023, the International Sustainability Standards Board (ISSB) launched two international disclosure standards that become effective for accounting periods beginning on or after 1 January 2024: IFRS S1 General Requirements for Disclosure of Sustainability-related Financial Information and IFRS S2 Climate-related Disclosures. IFRS S2 requires the reporting of Scope 3 GHG emissions. It is up to each country to endorse IFRS standards. The UK is currently consulting on the creation of UK Sustainability Disclosure Standards (SDS), which will address this matter. A decision is expected by July 2024. The Department for Energy Security and Net Zero launched a call for evidence in December 2023 to help inform the government's decision on whether to endorse the ISSB's standards in the UK. Increased mandatory ESG reporting Since 2015, the Non-Financial Reporting Directive (NFRD) required reporting of certain non-financial and diversity information by very large public-interest entities in the EU with more than 500 employees. The CSRD entered into force on 5th of January 2023 and extends mandatory ESG reporting for a much broader group of companies. This includes non-EU companies that do business in the EU. The CSRD is being implemented in phases. • The first phase started in January 2024 and is applicable to listed companies in the EU with over 500 employees already subject to NFRD, with reports due in 2025. • The second phase will start on 1 January 2025 and will be applicable to EU companies with at least two of the three following criteria (a) more than 250 employees, (b) a net turnover of more than 40 million Euros and/or (c) a balance sheet of more than 20 million Euros, with ESG reports due in 2026 on 2025 data. • Third country undertakings (including UK companies) with net turnover above 150 million Euros in the EU and who have an office or subsidiary in the EU must report in 2019 based on 2018 ESG data. CSRD organisations need to report according to new European Sustainability Reporting Standards (ESRS) which includes Scope 3 value chain emissions. Corporate Sustainability Directive On 14th of December 2023, a consensus was reached between the EU Council and Parliament on the Corporate Sustainability Due Diligence Directive (CSDDD), which requires companies to identify and prevent actual and potential adverse human rights and environmental impacts. The new due diligence duty extends to large companies' own operations and their subsidiaries and supply chains. The CSDDD will apply to EU enterprises with over 500 employees and a global annual turnover exceeding 150 million Euros and non-EU enterprises and parent companies with over 150 million Euros generated in the EU. There are lower thresholds (250 employees and 40 million Euros) for ‘high impact sectors' – textiles, clothing, footwear, food manufacture, agriculture, construction and mineral extraction. Failure to prevent or end adverse impacts can result in contractual relationships with suppliers being terminated. National supervisory/regulatory bodies will have the authority to impose penalties on companies not complying with due diligence processes with potential fines up to 5% of the company's global turnover. There is also the risk of civil liabilities where NGOs and trade unions will have five years to bring a claim. Although an agreement of the draft text has been reached, there is not yet an agreed date for the application of CSDDD and the final text could still be changed. It is forecasted that CSDDD will enter into force during 2024 and will start to apply to large companies around 2027. Requirement for doing business CSRD requires the management of Scope 3 value chain GHG emissions and CSDDD will introduce a new due diligence duty to minimise adverse environmental and human rights impact throughout a company's international supply chain. Larger companies subject to ESG and carbon reporting will request evidence of climate action and ESG performance from its value chain. Failure to produce ESG policies and strategies could result in SMEs losing key customers and missing out on new business opportunities. It's no longer a ‘nice to have', ESG will become a requirement for doing business. Access to finance ESG performance is expected to have a substantial impact on access to finance in the future. Compliance with ESG standards will increasingly be requested and monitored by lenders, investors, competitors, civil society organisations and employees. Management systems To get prepared for CSRD and CSDDD, companies will need to ensure that there are proper governance procedures and processes in place to measure and manage ESG issues. A management system approach will ensure continual improvement. Engineering companies are well placed for this approach as many have already implemented ISO: 14001 and ISO: 45001. Due diligence in transactions There will be increased demand in M&A transactions for ESG desktop searches and audits as part of technical due diligence and the need for ESG and climate clauses in legal documentation. ESG real estate strategy A large part of a company's impact on the environment and the enjoyment of its workforce relates to the quality of its real estate assets. There will be an increased demand for ‘grade A' accredited space and ‘Net Zero' buildings and every stage of the property's lifecycle from design, acquisition, occupation and disposal will need to consider sustainability issues. There will be a greater use of green leases and the focus needs to shift from data sharing to collaboration between landlords and tenants in terms of planning and costing of works. Companies will be judged on ESG pledges CSR (Corporate Social Responsibility) policies were often seen as a polish for corporate reputation. Now that ESG metrics and disclosure standard have been agreed in ESRS and IFRS and ESG performance can be compared between companies, ESG reports will be subject to greater scrutiny and ESG commitments must be put into action.
In this episode we discuss the importance of having a handle on your financial information and how to keep it safe and yet accessible.
In this episode of The Faces of Business, we welcome Dan Katibian, CPA, Owner and Founder, CFOFinancialSolutions to talk about the importance of generating the right financial information to facilitate the best decisions possible for your business. Dan is the Owner and Founder of CFOFinancialSolutions. With a mission to revolutionize business owners' approach to financial management, Dan brings almost 15 years of finance and accounting leadership to his clients' work. Dan's expertise lies in empowering business owners to make informed decisions, fix business problems proactively, and stay accountable to their goals. His superpowers?--Translating complex financials into clear, actionable steps to guide your business forward. Check out the Blog post here: Financial Information that Drives Good Decisions Thanks for taking the time to listen today. Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed. On Twitter as @dpistulka with inspiration and sharing thoughts. Find out more about Damon when he's not working. @damonpistulka on Instagram, or Damon Pistulka on Facebook. More information on building businesses you can sell or succeed and the Exit Your Way method on our website View our blog page for this episode here. Email us for more information info@exityourway.com
In this special feature-length show, we celebrate International Women's Day and Regis-TR's industry-leading roster of women in senior leadership roles with co-hosts Bárbara Ruiz Alonso (Head of Client Services) and Laura Rodriguez (Head of Institutional Relations), plus very special guests Maria Teresa Santos, Berta Ares (Head Program & Innovation Office, Financial Information, SIX), and our new Chief Compliance Officer Dionne Moody. Together, we discuss our different career paths and experiences, offer advice to women beginning their careers in finance, talk about changing culture, and discuss strategies for leading in organisations that were traditionally considered male domains - or with colleagues who aren't quite sure how to engage with women in senior positions. Join us for an uplifting hour of positivity, constructive advice and a celebration of the work culture at Regis-TR and SIX.
In this post-COVID era, money isn't flowing freely anymore. But here's the burning question: How exactly do investors analyse SaaS businesses? Join us in this episode of the "Grow your B2B SaaS" podcast where we roll up our sleeves and dive into the detailed aspects and complexities involved in analyzing SaaS businesses, particularly in the post-COVID era. We'll shine a light on the crucial role of data-driven decisions in navigating the increasingly selective investment terrain of 2024 and beyond. Leading our discussion is none other than Cameron Hay, co-founder of Finomatic Consulting. With a treasure wealth of valuable experience and knowledge in corporate finance, accounting, and data analytics, which is highly beneficial in his role as an expert in assisting private equity-backed SaaS firms, Cameron is the go-to expert for private equity-backed SaaS firms seeking financial optimization and real-time KPI analysis. Buckle up for insights that will reshape your investment strategies! Key Timecodes (00:37) Show and Guest intro (1:30) Why you should listen to Cameron Hay (02:08)The Changing Landscape of Investing (03:24) Minimum Requirements for Talking to Investors (04:24) Common Mistakes in Presenting to Investors (05:55) Where most Deals go wrong (Aligning Operational and Financial Information) (07:04) Strategies for Getting Data Ready (09:27) Keeping Investors Updated(The role of the tools) (10:20) How Cameron structures his data (10:54) The best practices to keep your investors updated (13:00) Target Net Retention Rate(The monthly Report) (14:54) The target for SaaS businesses in 2024 (16:06) Challenges in Getting Data Ready (20:05) The Future of VC and SaaS Analysis (23:59) Why SaaS Companies should work with Cameron Hay (25:43) How to grow towards 10K MRR (26:26 ) How to grow towards 10 million ARR (28:15) Advice for SaaS founders (31:42) What Cameron wishes He knew 10 years ago
CeADAR, Ireland's Centre for Applied AI funded by Enterprise Ireland and IDA Ireland, has developed and released two new tools designed to help companies and researchers in the financial services sector to incorporate generative artificial intelligence into their businesses. The first of these tools, called FinTalk, is a domain-specific dataset designed for the fine-tuning of Large Language Models (LLMs) with a focus on financial conversations. LLMs are the technology behind generative AI solutions like ChatGPT. Extracted from public conversations on Reddit, the dataset is tagged with categories like Personal Finance, Financial Information and Public Sentiment. FinTalk can improve AI's understanding of financial topics and aid in the development of more informed and contextually aware financial chatbots or assistants. The second tool, called FinanceConnect, is a state-of-the-art, open-source chat model tailored for finance and economic discussions. FinanceConnect enables the generation of finance-related content to professional standards. FinTalk and FinanceConnect are freely available on CeADAR's HuggingFace. CeADAR's aim is to build trust in AI and drive its adoption by Irish businesses while helping them to address ethical, security and regulatory concerns before they deploy generative AI. Late last year, CeADAR released an initial set of four free tools to help businesses develop their AI capacity, and it is now in the process of developing tools to assist the AI research and developer community in evaluating and experimenting with LLMs. FinTalk and FinanceConnect were developed in CeADAR by Dr Arsalan Shahid and his team of data scientists. Technology Solutions Lead and Head of CeADAR Connect Group, Dr Arsalan Shahid said: "CeADAR is committed to providing Irish businesses with state-of-the-art resources to take full advantage of emerging technologies in AI as they become increasingly essential. These tools will help financial services companies to trial generative AI and ultimately improve their business offerings. "FinanceConnect has already got huge traction in the developer community, with over 5,000 downloads within the first month of its release. It has outperformed competing proprietary models like BloombergGPT in a number of benchmarks. These tools will empower financial services companies to embrace AI in a manner that aligns with the highest standards of trust and ethics that are essential when deploying the technology." See more stories here.
Massachusetts requires all hospital systems to disclose detailed financial statements every year. But almost a decade ago, Steward stopped complying with this rule, according to state officials. Steward failed to hand over its documents by the Healey administration's deadline Friday.
In this month's show we discuss the new Regis-TR MED onboarding platform, discuss the state of the market in preparation for the EMIR Refit deadline on April 29th, and go in-depth on financial information services, risk weightings and data management for today's complex B2B financial instruments with Darren Marsh, Senior Product Manager for Risk and Regulatory reporting at SIX Financial Information.
Monday, January 29th, 2024Today, a jury awards E Jean Carroll 83.3 million dollars in a win for all sexual assault survivors; Alabama executes Kenneth Smith with nitrogen gas; the Department of Justice executed an agreement with the parties finding Governor Cuomo engaged in a pattern of sexual misconduct; top former Israeli national security officials say Netanyahu must be removed from power; Lauren Boebert finishes fifth in a straw poll in her new district; Wayne LaPierre testifies during the NRA corruption trial; Vince McMahon resigns after an ex-employee accuses him of sexual assault and sex trafficking; the Trump Org monitor says the company gave incomplete and erroneous disclosures; a Trump $50M loan to himself looks like tax evasion; the Oklahoma Republican Party condemns Senator Lankford for working with Dems on a border deal; 3 US troops have been killed and another 30 injured in a drone attack in Jordan; a Republican judge in Illinois finds that Trump engaged in insurrection. Plus Allison delivers your good news. Dana is out and about.Promo CodeGo to drinkAG1.com/dailybeans to try AG1 and get a FREE 1-year supply of Vitamin D3 AND K2 AND 5 FREE AG1 Travel Packs with your first purchase.More from our Guest Tristan Snell:Taking Down Trump: 12 Rules for Prosecuting Donald Trump by Someone Who Did It Successfullyhttps://takingdowntrump.comTristan Snell's Socialshttps://twitter.com/TristanSnellhttps://www.instagram.com/tristansnellhttps://www.threads.net/@tristansnellhttps://post.news/@/tristansnellhttps://www.tiktok.com/@tristansnell212Trump's Court-Appointed Monitor Tells Judge Company Gave ‘Incomplete' and ‘Inconsistent' Disclosures With ‘Errors'https://themessenger.com/politics/trump-barbara-jones-incomplete-inconsistent-disclosures-errorsJustice Department Secures Settlement Agreement with State of New York Executive Chamber to Resolve Sexual Harassment and Retaliation Claims Under Title VIIhttps://www.justice.gov/opa/pr/justice-department-secures-settlement-agreement-state-new-york-executive-chamber-resolveTrump's candidacy on the Illinois ballot should be decided by the courts, an elections board hearing officer sayshttps://www.wbez.org/stories/trumps-candidacy-on-the-illinois-ballot-should-be-decided-by-the-courts-hearing-officer-says/e9af3a79-7e96-4429-8bf0-282833888bb2Netanyahu must be removed, top former Israeli national security officials sayhttps://www.cnn.com/2024/01/26/middleeast/netanyahu-letter-israel-national-security-intl/index.htmlWant some sweet Daily Beans Merchhttps://shop.dailybeanspod.com/products/fani-t-willis-teeSubscribe to Lawyers, Guns, And MoneyAd-free premium feed: https://lawyersgunsandmoney.supercast.comSubscribe for free everywhere else:https://lawyersgunsandmoney.simplecast.com/episodes/1-miami-1985Check out other MSW Media podcastshttps://mswmedia.com/shows/Follow AG and Dana on Social MediaDr. Allison Gill Follow Mueller, She Wrote on Posthttps://post.news/@/MuellerSheWrote?utm_source=TwitterAG&utm_medium=creator_organic&utm_campaign=muellershewrote&utm_content=FollowMehttps://twitter.com/MuellerSheWrotehttps://www.threads.net/@muellershewrotehttps://www.tiktok.com/@muellershewrotehttps://instagram.com/muellershewroteDana Goldberghttps://twitter.com/DGComedyhttps://www.instagram.com/dgcomedyhttps://www.facebook.com/dgcomedyhttps://danagoldberg.comHave some good news; a confession; or a correction?Good News & Confessions - The Daily BeansFrom the Good NewsLaura Scott Designshttps://www.laurascottdesigns.com/artwork-gallery/274574-3976087/art-quilts/textiles-and-fiber-arts/gaia.htmlThe VAhttps://www.va.gov Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?Supercast https://dailybeans.supercast.com/OrPatreon https://patreon.com/thedailybeansOr subscribe on Apple Podcasts with our affiliate linkThe Daily Beans on Apple Podcasts
Miami Real Estate Investment Strategies With Peter Zalewski Of Condo Vultures®
Will Florida Require Condos To Publicly Release Financial Information? In this episode of the "Miami Reporters Roundtable Podcast With Peter Zalewski of Condo Vultures®," a panel of four current and former journalists discuss growing momentum to require Florida condo associations to release their financial information to the publicly in an effort to reduce alleged corruption. The discussion is based on this story from the Key Biscayne Independent: "'It's Out Of Control' Condo Reform Gaining Steam In Tallahassee" Here's a link: 'https://kbindependent.org/2023/11/13/its-out-of-control-condo-reform-gaining-steam-in-tallahassee/ This week's panel is comprised of Zalewski (@PeterAZalewski) along with former business reporters John Fakler (@JTFakler), Jean Gruss (@JeanGruss) of GrussPR.com and current business journalist John Pacenti (@JPacenti) of the KBIndependent.org. This program features current and former journalists discussing the biggest stories from the previous week. The objective of this program is to cut through the fluff and hyperbole of South Florida real estate marketing, in hopes, of assisting the audience to better understand the key points impacting decision making. The Miami Reporters Roundtable Podcasts can be viewed or heard wherever you get your podcasts. Alternatively, this podcast is available on the YouTube.com channel: CondoVulturesTV. Check out the new line of merchandise from the Miami Reporters Roundtable Podcast at: 'https://www.CondoVultures.com. Please send all questions and comments to @MiamiRRP on X (formerly Twitter), Instagram and TikTok. To ask a question or make a comment, please reach us at inquiry@condovultures.com or 305.865.5859 --- Send in a voice message: https://podcasters.spotify.com/pod/show/condovultures/message
Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampBarbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies and writes for many popular online media outlets. Today, Barbara joins the show to talk about financial influencers, the difference between robo advisors and actual advisors, & what she thinks about investors choosing to pick individual stocks.
Accidents and natural disasters are always in the news, but we never really expect them to happen to us, do we? When a freak summer storm knocked out the power around here for many hours, most of us were completely taken by surprise. You don't appreciate running water and electricity until you don't have them! Let's talk about how to be well prepared for emergencies. PERSONAL AND FINANCIAL DOCUMENTS:Rob stresses the importance of storing original documents securely, either in a safe deposit box or a fireproof safe at home, and keeping copies on a thumb drive or in the cloud. Lists essential documents to have on hand:Identity and family status proofs like driver's licenses, birth certificates, social security cards, marriage and divorce papers, etc.Tax, real estate, and insurance documents, including tax returns from the past six to seven years, real estate titles, vehicle registrations and titles, and all insurance policies.Emphasizes the necessity of having originals or certified copies of identity-verifying documents. MEDICAL FILES AND EMERGENCY PLANNING:It's important to compile and store medical histories, prescription information, and plans for any special care required due to health conditions.Have copies of health insurance cards and contact information for healthcare providers readily available, as well as living wills, healthcare directives, and powers of attorney for healthcare. PREPARATION FOR DEATH IN THE FAMILY:Consider the often overlooked but essential preparations for the event of death, whether one's own or a family member's.Have information and documents such as cemetery plot titles, funeral instructions, benefits information, and account statements readily available.Securely store legal documents like wills and contact information for legal and financial advisors, and provide a list of individuals who should be notified. ENCOURAGEMENT AND BIBLICAL WISDOM:Of course, nobody wants to think about possible emergencies, but being prepared will make a difficult time less stressful for your family. Taking care of these details in advance is also part of being a good steward of everything God has given you. Let's finish with a word of encouragement from Isaiah 41:10, “Fear not, for I am with you; be not dismayed, for I am your God; I will strengthen you, I will help you, I will uphold you with my righteous right hand.” On today's program, Rob also answers listener questions: After moving back to the Midwest to care for a friend with cancer, the caller took Social Security at 62, drives DoorDash to stay within income limits, but is starting a full-time job and is confused about the Social Security penalty ending age.Caller has a couple of small 401(k)s totaling around $40,000, looking to move them out of the market into a safer investment, and wants advice on where to put the money for security and a small amount of interest.I received a lump sum from a disability settlement and paid off all my bills, but now I am going through a divorce and my wife has our savings in mutual funds; what can I do with my share to avoid heavy tax penalties?I planned to take my husband's Social Security at 60 and switch to mine at 70, but the rules changed; did I make a mistake by not claiming anything yet at 67?I am interested in securing a reverse mortgage for my condo; who should I talk to and what do I need to be aware of? RESOURCES MENTIONED:FaithFi.comFind a Certified Kingdom Advisor Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach. Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.
You may be one of those people who makes a list for everything – groceries, school, work, or packing for vacation. But even if lists aren't your thing, there is one list everybody needs. On today's Faith & Finance Live, host Rob West will identify a list of information you need to have in case of an emergency. Then he'll tackle your questions about finances. See omnystudio.com/listener for privacy information.
In this episode of the Wine and Dime podcast, host Amy Irvine welcomes Liz Zemak, a financial planner and tax professional. They discuss various sources of financial information that people can explore to enhance their financial knowledge. They highlight The Morning Brew, Wall Street Journal, CNBC, Bloomberg, Yahoo Finance, The Balance, Nerd Wallet, and Finra.org as reliable sources for financial news and education. Liz also mentions Student Loan Planner as a valuable resource for individuals dealing with student loans. The conversation emphasizes the importance of finding resources that present information in an easily understandable and digestible manner.Key Takeaways:The Morning Brew, Wall Street Journal, CNBC, Bloomberg, Yahoo Finance, The Balance, Nerd Wallet, and FINRA.org are reliable sources for financial information.Student Loan Planner is a valuable resource for individuals dealing with student loans.It is crucial to find resources that present information in an easily understandable and digestible manner.About The Guest:Liz Zemak is a financial planner and tax professional with over ten years of experience. She joined the Rooted Planning Group in July 2023 and has been dedicated to building client relationships and providing valuable financial advice. Liz is passionate about helping clients achieve their financial goals and has been pursuing certifications to enhance her expertise in the field.Quotes:"Finding those resources that really present information in a way that's easy for you to understand is important." - Liz Zemak"If you make slight changes on a day-to-day basis, you can reach your financial goals." - Liz ZemakRemember, just like a good bottle of wine, the Wine and Dime Podcast gets better with time. So don't forget to rate and subscribe to our show, where we blend the flavors of wine and personal finance to help you achieve financial freedom! If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!Exploring Financial Resources: A Comprehensive GuideWelcome to Wine and Dime, where we uncork the world of personal finance and explore the various sources of financial information available to individuals. In today's episode, we have Liz Zemak, a seasoned financial planner, joining us to discuss the different resources people can turn to for financial knowledge. As we delve into this topic, we'll highlight some of our favorite sources and the reasons why we find them valuable.The Morning Brew: A Digestible Source of Financial NewsOne resource that our team unanimously recommends is The Morning Brew. This platform offers both a newsletter and a podcast, making it convenient for individuals to stay informed even on the go. Liz and I particularly appreciate The Morning Brew because it provides concise and easily digestible summaries of the top financial stories. It serves as a great starting point for exploring further information on specific topics.Established Financial News OutletsWhen it comes to financial news, there are several established outlets that consistently produce high-quality content. The Wall Street Journal, CNBC, Bloomberg, and Yahoo Finance are among our team's top picks. These sources cover a wide range of financial topics and provide in-depth analysis of current events. Their reputation and credibility make them reliable sources for staying updated on the latest developments in the financial world.Going Back to Basics: The Balance and Nerd WalletSometimes, it's essential to revisit the fundamentals of personal finance. The Balance and Nerd Wallet are two resources...
In a divorce where there's a lot of money on the line, people hire a forensic accountant to expose any hidden assets that should be considered in the settlement. But what if you don't have $10,000 to hire a forensic accountant? What can middle class women do to access information about their financial situation and secure the settlement they deserve in divorce? Tracy Coenen is the Forensic Accountant behind Fraud Coach, a platform that helps women have better financial outcomes in divorce. Tracy is also the creator of the Divorce Money Guide and author of Find Me the Money: Take Control, Uncover the Truth, and Win the Money You Deserve in Your Divorce. On this episode of Wickedly Smart Women, Tracy joins Anjel to describe what a forensic accountant does and why she's passionate about using her skills in the divorce space. Tracy shares the top two ways people hide money in a marriage and explains how the Divorce Money Guide is designed to help you get the data you need for a fair settlement. Listen in for Tracy's insight on the cost of NOT investigating potential fraud in divorce and learn how to ask your spouse for information about your finances or access it on your own if they're uncooperative! What You Will Learn How Tracy started using her skills as a forensic accountant in the divorce space What inspired Tracy's interest in criminology and financial crime investigation The role a forensic accountant plays in fraud investigations What kind of divorce requires the services of a forensic accountant How Tracy was called to help middle class women have better financial outcomes in divorce The cost of not investigating potential financial fraud in divorce Why Tracy encourages women to communicate about money before we get married Tracy's non-confrontational way to ask for access to information about your money if your husband handles the finances How to access financial information on your own if your spouse uses delay tactics The top 2 places where husbands hide money from their wives Connect with Tracy Coenen Fraud Coach Resources Tracy's Divorce Money Guide Find Me the Money: Take Control, Uncover the Truth, and Win the Money You Deserve in Your Divorce by Tracy Coenen Wickedly Smart Women: Trusting Intuition, Taking Action, Transforming Worlds by Anjel B. Hartwell Connect with Anjel B. Hartwell Wickedly Smart Women Wickedly Smart Women Facebook Community Wickedly Smart Women Store on TeePublic Wickedly Smart Women on Clubhouse The Wealthy Life Mentor The Wealthy Life Mentor on Facebook Anjel on Twitter Anjel on Instagram Listener Line (540) 402-0043 Ext. 4343 Email listeners@wickedlysmartwomen.com
Seg 1: Déjà vu is a cognitive phenomenon characterized by the eerie sensation of having previously encountered a completely new situation. Guest: Dr. Akira O'Connor, Senior Lecturer for the School of Psychology & Neuroscience at the University of St Andrews Seg 2: Canadian Prime Minister Justin Trudeau has accused the government of India of involvement in the fatal shooting of Canadian Sikh leader Hardeep Singh Nijjar. Guest: David Akin, Chief Political Correspondent for Global News Seg 3: View From Victoria: Guest: Rob Shaw, Political Correspondent for CHEK News is here with his take on the day's headlines. Seg 4: How is BC mending its gender pay gap? Guest: Kelli Paddon, Parliamentary Secretary for Gender Equity Seg 5: Are City Councillors releasing inaccurate financial information about the SPS? Guest: Linda Annis, Surrey First City Councillor Seg 6: Why is Canada accusing India of foreign interference? Guest: Dan Stanton, Director of the National Security Program at the University of Ottawa and Former Executive Director of the Canadian Security Intelligence Service Seg 7: British Columbia's Premier, David Eby, has introduced a significant development aimed at streamlining the province's permitting process for home builders. Guest: Ravi Kahlon, BC's Minister of Housing Seg 8: Introducing a motion on to increase funding for 911 service and add a 4th call option for mental health emergencies. Guest: Craig Hodge, Coquitlam City Councillor Chair for the UBCM Community Safety Committee and Co-Chair of the RCMP Contract Management Committee Learn more about your ad choices. Visit megaphone.fm/adchoices
Dave Willson is an entrepreneur with 20 years of experience. He founded, operated, and sold numerous businesses. As CFO advisor, he helped optimize over 200 businesses, ensuring they produce relevant, reliable, and real-time information. Top 3 Value Bombs 1. Success is not solely about financial achievements but also about a well-rounded view of accomplishment, like working with loved ones. 2. To succeed in the future, as an entrepreneur, you must abandon siloed and desktop-based approaches, opting for integrated systems that provide real-time data and future insights. 3. Data and accounting should be more than just looking at the past and reporting taxes. It should be the foundation for making informed decisions about where to focus your time and energy in your business. Visit and get your FREE financial system analysis. EOF listeners get one month of service for FREE - Proven CFO website Sponsors HubSpot There's a better way to win, and it all starts with the new HubSpot Sales Hub. It's smart software for smart sales teams that feels good to use! Try it for yourself at HubSpot.com/sales! Thrivetime Show Is now your time? Clay Clark's business coaching has helped over 2,000 entrepreneurs to dramatically increase profitability! Schedule your free consultation today at ThrivetimeShow.com ZipRecruiter The most effective way to find the best people for your roles! Try ZipRecruiter for free before you commit at ZipRecruiter.com/fire.
Dave Willson is an entrepreneur with 20 years of experience. He founded, operated, and sold numerous businesses. As CFO advisor, he helped optimize over 200 businesses, ensuring they produce relevant, reliable, and real-time information. Top 3 Value Bombs 1. Success is not solely about financial achievements but also about a well-rounded view of accomplishment, like working with loved ones. 2. To succeed in the future, as an entrepreneur, you must abandon siloed and desktop-based approaches, opting for integrated systems that provide real-time data and future insights. 3. Data and accounting should be more than just looking at the past and reporting taxes. It should be the foundation for making informed decisions about where to focus your time and energy in your business. Visit and get your FREE financial system analysis. EOF listeners get one month of service for FREE - Proven CFO website Sponsors HubSpot There's a better way to win, and it all starts with the new HubSpot Sales Hub. It's smart software for smart sales teams that feels good to use! Try it for yourself at HubSpot.com/sales! Thrivetime Show Is now your time? Clay Clark's business coaching has helped over 2,000 entrepreneurs to dramatically increase profitability! Schedule your free consultation today at ThrivetimeShow.com ZipRecruiter The most effective way to find the best people for your roles! Try ZipRecruiter for free before you commit at ZipRecruiter.com/fire.
Use strong, unique passwords Don't discount security questions Enable multi-factor authentication (MFA) Practice safe browsing Beware of phishing, smishing attempts Always assume public Wi-Fi is not secure Set up automatic software updates Install browser security add-ons Make the most of your bank's security features Make diligent peer-to-peer payments Safeguard your financial records Know how your bank might reach you Learn more about credit freezes, fraud alerts Maintain an emergency contacts list
Australia's proposed climate disclosure law The Australian government has proposed a new law to enhance climate-related financial disclosures from companies and other entities operating in the country. Drawing from the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), the proposed legislation intends to provide investors and stakeholders with reliable information about the financial risks and opportunities associated with climate change. It is part of the government's broader efforts to address climate change, foster sustainable economic growth, and safeguard the interests of investors and the broader financial system. The law will likely apply to larger entities, including listed companies, banks, insurers, and superannuation funds, but would also impact smaller companies over three years. Key features of the reporting requirements: Precise climate-related financial disclosures in annual reports.Information on the financial impact of climate-related risks and opportunities on business activities.Disclosure of relevant metrics and targets related to climate-related risks. Entities are encouraged to conduct scenario analyses to assess the potential financial impacts of various climate change scenarios. Companies must also disclose information about governance processes, controls, and procedures for managing climate-related risks and opportunities. External assurance of climate-related financial disclosures is also on the table and would enhance credibility and reliability. The Australian government plans to phase the proposed law to allow entities time to meet the new requirements. Still, the writing is on the wall: Australia acknowledges the need for globally consistent climate-related financial disclosures. The law aims to promote cross-border consistency and reduce regulatory fragmentation by considering global reporting standards like those developed by the International Sustainability Standards Board (ISSB). ISSB 's new sustainability disclosure standards The International Sustainability Standards Board (ISSB) has introduced two new disclosure standards, IFRS S1, and IFRS S2. The two finalized standards aim to establish a global benchmark for sustainability-related disclosures for capital markets. IFRS S1 (General Requirements for Disclosure of Sustainability-related Financial Information) centers around disclosing sustainability-related risks and opportunities across the short-, medium-, and long-term to facilitate better investor decision-making. Conversely, IFRS S2 (Climate-related Disclosures) details specific climate-related disclosures and is meant to work in tandem with IFRS S1. Both standards draw from the Task Force on Climate-related Financial Disclosures (TCFD) recommendations and aim to improve the quality of information available to investors and are supported by various global stakeholders, including investors, companies, policymakers, regulators, and international organizations like the IOSCO, the Financial Stability Board, G20, and G7 Leaders. In addition to TCFD recommendations, the ISSB's standards strive to unify and build upon existing sustainability disclosure initiatives like SASB Standards, CDSB Framework, Integrated Reporting Framework, and World Economic Forum metrics. The unification is a boon for companies already leveraging previous sustainability reporting investments because it helps tone down the complexity of multiple reporting frameworks. In short, these new disclosure standards promote global compatibility for financial markets. Both IFRS S1 and IFRS S2 will become effective for annual reporting periods beginning on or after January 1, 2024.
Let's look at some interesting financial parameters, that would evaluate this phenomenon. the.orovalley.podcast@gmail.com
Welcome to Cyber Briefing, the newsletter that informs you about the latest cybersecurity advisories, alerts, incidents and news every weekday.
Managing finances is crucial for any organization, be it a for-profit business or a nonprofit organization. However, accounting practices for nonprofit organizations can be significantly different from those of for-profit businesses. Yet, how can you ensure smooth accounting practices in non-profit organizations? In this episode of The Boosted Volunteer, we are thrilled to have Emily Meek, Chief Financial Officer of Mountain Parks Electric and founder/CEO of Skull Creek CPA, as our guest. Emily discusses the key differences between nonprofit accounting and for-profit accounting. She also sheds light on the best practices for maintaining accurate financial records and offers insights on ways to limit theft in booster clubs. Don't miss out on this informative episode. Tune in now to gain valuable insights into accounting practices! Highlights: (01:13) Differences in Accounting Between Nonprofit and Profit Organizations (04:43) Best Practices for Booster Clubs and Nonprofits (13:16) Accounting Reports: Income Statement and Balance Sheets (16:43) Best Practices for Limiting Access to Financial Information (19:06) Implementing Internal Controls to Prevent Theft at Cash Level (22:40) Benefits of Going Cashless for Clubs and Booster Clubs (24:06) Tips for Budgeting Process for Non-profit Organizations (31:22) Understanding State Sales Tax for Tax-Exempt Organizations (34:24) Understanding Form 1099 and Reporting Requirements for Nonprofits (37:24) Books and Resources Recommendations for Nonprofit Accounting Robin Eissler Links: Website: BoosterHub LinkedIn: https://www.linkedin.com/in/robin-eissler-31bb7a36 Emily Meek Links: Website: https://www.mpei.com/about-us Facebook: https://www.facebook.com/emily.adams.9440/ LinkedIn: https://www.linkedin.com/in/emily-meek-cpa Mentioned Links: School Fundraising by Sandra Pfau Englund Booster Club Basics a Guide to Fundraising and Administration National Council of Nonprofits
Marriage is about love, but divorce is about money. In this episode, Jaime talks with Gabrielle Clemens, a certified divorce financial analyst. Gabrielle talks about how she helps men and women navigate the divorce process by ensuring that their divorce agreement is sustainable and viable for their lifestyle, and she emphasizes the importance of approaching divorce with a business mindset and understanding the long-term impact of financial decisions. Learn how to start with your financial affidavit or statement, which quantifies your lifestyle and expenses, to get control of your cash flow to avoid financial destruction in your divorce.Need help from Gabrielle? Contact her by visiting www.gabrielleclemens.com, or check out her book.While the information presented is intended to provide you with general information to navigate divorce without destruction, this podcast is not legal advice. This information is specific to the law in North Carolina. If you have any questions before taking action, consult an attorney who is licensed in your state.If you are in need of legal assistance in North Carolina, contact us at Gailor Hunt by visiting www.divorceistough.com.Like this show? Rate it here!
I recently presented information at a conference and realized it would be a great topic to share on my podcast.So today I am going to explain what you can do to monitor your finances to manage your business more. Support the show
On this episode of Trends with Friends — Ted Merz joins Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee to review the State of the Market, the future of AI and Financial Information, Yield Curves, European Financials, Routines, Social Standards and more. Chapters: (00:00) Welcome Back (00:38) Chart Art (02:18) Does Anyone Care About The Fed? (02:40) NASDAQ, New Highs - New Lows (06:39) The Machines Win (07:53) European vs. US Financials (09:07) Welcome, Ted Merz (09:50) Why LinkedIn? (11:07) Bloomberg's AI Battlezone (13:10) Howard's Chat GPT Obituary (14:24) AI To Summarize + Analyze Financial Information (15:25) Leveling the Financial Playing Field (16:01) Adding Noise (18:47) The Future of Twitter and Bloomberg (21:07) Twitter is an Unstructured Warehouse (24:20) Will Twitter Honor Bloomberg's Contract? (25:30) Posting Native Content (28:09) Follow Great People to Find Value (29:07) New Social Standards (30:31) Social Standards, What's Old is New (31:11) Hashtags Are Ugly (32:23) Elon is a Dick (35:04) Twitter Never Had Balls (37:45) Be Nice (43:06) Elon's Fake Apology (43:45) Do We Need to Talk About the Yield Curve? (46:23) Tuning our Intuition (48:27) Peak Performers Rely on Routines (49:33) Airpods' Effect on our Senses (51:55) Remember The Notorious B.I.G. (53:43) Final Trades (53:53) Buffett Supports $OXY (55:50) 1-Year CDs Yielding 5% About Ted Merz Ted Merz spent more than 30 years at Bloomberg. In September, he launched Principals Media, a ghostwriting and content firm to help modern business leaders. In 2012, Ted integrated Twitter into the Bloomberg Terminal. He is also passionate about the shift in behavior on Social. Ted's Website Twitter LinkedIn Ted's Latest Post More Links Treasury Direct I Bonds Howard's Blog JC's Blog Pearl's Blog Riley's Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message
Airbnb Changing Rules, Important 401k Rules to Remember, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
Airbnb Changing Rules, Important 401k Rules to Remember, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PSTSee omnystudio.com/listener for privacy information.
It's 2023, and all startups are trying to find answers to profound questions that may affect their present and future existence. We invited back Dan Green from Gunderson Dettmer for a series of special episodes where we will focus on vital legal and financial information.Dan works with all corporate and securities law areas, including company formation and financing, debt transactions, and investor-side financings. He got an exceptional eye for the Latam Startup universe. In this episode, we have a chance to overview what is happening with so many companies right now and discuss fundraising, down and extension rounds, dilutions, debt, vesting, and other crucial financial and legal topics.Hey, apply to be a fellow, open your startup, sign up for our newsletter, or request early access to Meridian. Follow us on Linkedin / Twitter / Instagram / Podcast.
The budgeting and forecasting process is not sexy, but it is important. Large companies embrace this process because it allows them to accurately predict the future. As a business adviser, you should be familiar with this process and be able to help your clients solve problems. --- Send in a voice message: https://anchor.fm/rush-tech-support/message
In episode 2 of our Transition Planning Series, we look at organizing your financial information. We review the essential parts of a balance sheet, both farm and personal, and the farm income statement. In addition, we look at building a monthly/annual household spending plan. As a reminder, this series is built around UW-Madison Division of Extension's "Cultivating Your Farm's Future" workbook. Workbook link: https://farms.extension.wisc.edu/programs/cultivating-your-farms-future/ Spending Plan- Link to Excel File: https://farms.extension.wisc.edu/articles/monthly-and-annual-spending-plan-part-1-of-2/ KFMA Podcast Episodes on Balance Sheets: https://kfmapodcast.libsyn.com/balance-sheets-part-1 https://kfmapodcast.libsyn.com/balance-sheets-part-2 https://kfmapodcast.libsyn.com/balance-sheets-part-3-personal-balance-sheets
HostsSean MartinCo-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast [@RedefiningCyber]On ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/sean-martinOn Mastodon | https://infosec.exchange/@seanmartinMarco CiappelliCo-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society PodcastOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelliOn Mastodon | https://infosec.exchange/@Marcociappelli____________________________Episode NotesMajor name-brand tax filing services have been quietly transmitting sensitive financial information to Facebook/Meta when Americans file their taxes online. When asked about this, most (all?) of them made statements, paraphrased, along the lines of "we didn't know it was doing that" and "we take our clients privacy seriously so we are taking the pixel down" — is this what we've come to?____________________________ResourcesThe Verge | Tax filing websites have been sending users' financial information to Facebook: https://www.theverge.com/2022/11/22/23471842/facebook-hr-block-taxact-taxslayer-info-sharingTheMarkUp.org | Tax Filing Websites Have Been Sending Users' Financial Information to Facebook: https://themarkup.org/pixel-hunt/2022/11/22/tax-filing-websites-have-been-sending-users-financial-information-to-facebookArsTechnica | Major tax-filing websites secretly share income data with Meta: https://arstechnica.com/tech-policy/2022/11/major-tax-filing-websites-secretly-share-income-data-with-meta/____________________________To see and hear more Redefining CyberSecurity stories on ITSPmagazine, visit:https://www.itspmagazine.com/redefining-cybersecurity-podcastTo see and hear more Redefining Society stories on ITSPmagazine, visit:https://www.itspmagazine.com/redefining-society-podcastFor more Redefining Technology stories on ITSPmagazine, visit:https://www.itspmagazine.com/redefining-technology-podcastAre you interested in sponsoring an ITSPmagazine Channel?
MAJOR LEAK! The Government Is Silencing Financial Information RISK WARNING: Trading involves HIGH RISK and YOU CAN LOSE a lot of money. Do not risk any money you cannot afford to lose. Trading is not suitable for all investors. We are not registered investment advisors. We do not provide trading or investment advice. We provide research and education through the issuance of statistical information containing no expression of opinion as to the investment merits of a particular security. Information contained herein should not be considered a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is not necessarily indicative of future results.
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As accountants, bookkeepers, and financial planners, we’re excellent at understanding numbers. Talking about them can sometimes be challenging. In this episode, communication expert Don Waisanen speaks with Amy about how to present financial information in a way that keeps your audience informed, engaged, and confident! Further Resources: Don Waisanen - Founder and President, Communication Upward https://commupward.com/ Amy Karson - Chief Executive Officer, Brand K Partnershttps://www.brandkpartners.com/
SponsorsBooksTime: https://www.bookstime.com/accountantsAccountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their testsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appPresentation slides:https://earmarkcpe.com/wp-content/uploads/2022/05/Communicating-Financial-Results-to-Normal-People.pdfConnect with Our Guest, Geni WhitehouseLinkedIn: https://www.linkedin.com/in/evenanerdTwitter: https://twitter.com/evenanerdLearn more about Geni's work: Official website for Impactful Advisor: https://theimpactfuladvisor.com/ Official website for Even a Nerd Can Be Heard: http://www.evenanerd.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
This week on D&S, Bill and Andrew discuss FIT Investing, or Financial Information Timing. This is the attention to detail that we sometimes miss when caught up in the volatility of the markets. If timing is everything, then the timeliness of information is the greatest detail to not overlook. Join D&S to avoid the pitfalls and stay Financially FIT!
There's a lot of bad internet advice about crypto taxes. Don't fall for it. As one of the handful of consultants in the country with an Advanced Crypto Tax Expert (ACT-E) certification--along with 38+ years of business and tax consulting--My Tax Guy In Houston is uniquely qualified to craft your ideal tax solution.Connect with DouglasPhone 713-893-7348Email tax@mytaxguyinhouston.comWebsite http://mytaxguyinhouston.comYour hosts: Colton Cockerell & Trisha StetzelClick for more about your hosts:Colton CockerellTrisha StetzelMore fun and interviews on our FB page!https://www.facebook.com/bridgethegapinterviews
Hey everybody, welcome to the MBIT podcast in which we discuss personal finance, tech, and entrepreneurship. Today we whipped up a wonderful episode for you guys as a very special guest Ben Miller, joins us to talk about his business ChroniFI, a company that gives you access to all of the financial information you could ask for in a glance.Sign Up for FREE at: ChroniFI.comTwitter of Guest: @chronifibenTwitter of Host: @mbitpodcast
Pawtucket has it's very own, tiny little “Walk of Fame” that Roadside America has dubbed “either the saddest or most optimistic Hollywood Walk of Fame.”I've got a Live Episode coming up on Monday, September 20th at 7:30pm! It's on Zoom, and if you wish to attend please email info@eghps.org and the East Greenwich Historic Preservation Society will send you the Zoom link!Episode Source Material: Hollywood Walk of FamePawtucket, RI - Hollywood Walk of FameWoody Allen's handprints on RI walk of fameWoody Allen Summer ProjectDOWNTOWN PAWTUCKET HISTORIC WALKING TOUR 1American Buffalo (film)American Buffalo• Movie genres by average box office revenue in North America 1995-2021Domestic Yearly Box OfficeAmerican Buffalo SummaryAmerican Buffalo movie review (1996)Michael CorrenteWoody AllenIrrational Man Filming Locations – Rhode Island, Newport, Providence And MoreIrrational Man (film)Irrational Man movie review & film summary (2015)History of the Walk of FameHollywood Walk of Fame | Explorestars on the Hollywood Walk of FameAmerican Buffalo (1996) - Financial Information