Podcasts about finra

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Latest podcast episodes about finra

We Study Billionaires - The Investors Podcast
BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast)

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 28, 2022 64:13 Very Popular


IN THIS EPISODE, YOU'LL LEARN:01:21 - Sam's comments on the WEF's excitement for ETH's Proof of Stake Merge.12:09 - Sam's overview on CBDC.12:46 - Why Sam has concerns about what CBDC's will take away from everyday citizens.38:40 - How Sam thinks CBDC will be implemented around the world.47:22 - Sam explains the history of the ECB and the challenges it faces with the emerging energy crisis.01:05:54 - What is the most important thing happening right now in markets that you think many people are missing?*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESSam's Twitter Post on the WEF's activities around Proof of Stake.Sam's Twitter Account.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Finding God in Our Pain
Widows and Financial Preparedness - Gayle O'Brien Blachura, CFP

Finding God in Our Pain

Play Episode Listen Later Sep 28, 2022 43:06 Transcription Available


Widows and Financial Preparedness - Gayle O'Brien Blachura, CFP With the average age of a widow being 59 years old we can't overlook this important conversation on financial preparedness. Today my guest, Gayle Blachura talks all things financial with the focus on widows. How can we be prepared for the unexpected status of widow? Gayle is a partner, CFP professional,  and financial advisor with Financial Security.  Securities are offered through Financial Security Management, a member of FINRA and SIPC.  Gayle can be reached at gayle@gofsg.com or 757-431-1414.  Or visit their website at www.gofsg.com. This brief conversation between Gayle and I is focused on how to be as prepared as possible should the unexpected happen. This is not a deep dive because as you'll hear, finances are very individualized and every widow's goals and needs are different.  The reason I wanted to have this conversation is because based on the statistics, women outlive men. I saw today that the average age of a widow is 59. But that statistic is not a recent one and I think we can all agree that covid has left behind many widows, a lot of young widows. The chances of not being a widow, well, they're just not in our favor. And I know you're probably thinking, she's being morbid and this is not something I want to think about. However, it's worth having this difficult conversation, talking about the topic no one wants to talk about. I want to soften this topic so that women will take action, making sure they're as prepared as they possibly can be for something I pray they never experience. My only request is that you don't look the other way. I never imagined I'd need to be thinking about it. Even when God prompted us to make a will and estate plan, my husband and I were planning for many many years down the road. We talked in the context of 80+ years and to honest that is the way it should be done. However, unbeknownst to either of us within 6 months those plans would be put into action. My husband was only 52. Here are a few of the questions I asked Gayle:  What is a wise thing a woman should do right now with regard to financial preparedness? What is the number one mistake women make with regard to their financial future?  What are some factors that come into play when trying to take on the bulk of financial health, solo?  What about the woman who does not understand financial matters, what is a simple starting point? Let's listen in to all that Gayle has to share so that this important topic of widows and financial preparedness becomes easier to talk about and take action. “Gayle is a partner, CFP professional,  and financial advisor with Financial Security.  Securities are offered through Financial Security Management, a member of FINRA and SIPC.  Gayle can be reached at gayle@gofsg.com or 757-431-1414.  Or visit their website at www.gofsg.com. Bio: Gayle O'Brien Blachura, CFP®, Vice President With over 25 years in financial services, Gayle combines her experience with her training as a CERTIFIED FINANCIAL PLANNER™ professional and her devotion to helping clients achieve their financial goals and dreams. After several successful years in banking, Gayle sought a more personal, hands-on approach to assisting clients. In 2000, she joined Financial Security Group and earned her designations as Registered Financial Consultant, Professional Financial Planner, and ultimately, her CERTIFIED FINANCIAL PLANNER™ certification. She honed her skills working alongside her father, Robert O'Brien, a former U.S. Navy commander, and one of the founding partners of Financial Security. She was admitted as an equity partner in the firm in 2014, the first women to be so selected. Gayle is a past president of the Financial Planning Association's Hampton Roads Chapter, as well as lifetime member of the Million Dollar Round Table. One of her passions is serving on the board of directors of Atlantic Shores Christian schools. She also lends her time to conducting financial seminars and teaching financial classes to high school students. Gayle and her husband, Mark, live in Virginia Beach and have two children. Transcript: https://www.happyscribe.com/transcriptions/51af909719c3458387d57debbc88cf48/edit_v2

BEYOND BARRIERS
Episode 231: Vulnerability Creates Momentum with Morgan Stanley's Ileana Musa

BEYOND BARRIERS

Play Episode Listen Later Sep 28, 2022 43:30


Having immigrated to the United States at a young age, Ileana Musa learned a lot about a strong work ethic and positive outlook. She grew up a dancer and loved the arts – and thought this is what she'd pursue as a career until her father stepped in and told her she should focus on finance and minor in dance. Fast forward to today, Ileana is the Co-Head of International Wealth Management and the Head of International Banking & Lending for one of the largest financial institutions in the world. She's created a path for herself and shares with us the steps to forming win-win relationships that help us succeed too. Ileana is resourceful and always made do with what she's had. She's found the opportunities in life and believes you can change your own path at any time. She tells stories of how she's connected with people and why sharing your own personal story and vision is vital for this connection. Ileana gives us insights on how to meet setbacks head-on and identify quick wins in order to keep forward momentum. Listen to this podcast if you're struggling and want to find a new way of thinking or build relationships with the right people who can help you reach your goals.  Highlights:  [03:30] Ileana's story [05:16] Decision to pursue a career in financial services  [07:40] Ileana's daily success habits [10:10] Building your personal brand [17:42] Gaining access to influential leaders [23:30] Overcoming fears and limiting beliefs [29:43] Executing on your new opportunity [37:14] Advice on staying ahead of the curve   Quotes: “What's the quality of your work when no one is watching?” – Ileana Musa “The more you share what drives you, the more connectivity you have with people around you.” – Ileana Musa “I will never throw in the towel because of a setback.” – Ileana Musa   About Ileana Musa: Ileana Musa is the Co-Head of International Wealth Management and the Head of International Banking & Lending. In this role she leads the segment and strategy that focuses on Morgan Stanley's International Client Advisors and international clients to ensure they have access to strategic investment, cash management and lending solutions, services and thought leadership to address both sides of a client's balance sheet. Ileana is a member of Morgan Stanley's Wealth Management Management Committee, Wealth Management Operating Committee, Latin America Management Committee, US Banks Management Committee, and the Bank Leadership Committee. Ileana co-chairs the enterprise Latino Employee Network.  Prior to joining Morgan Stanley she was the Global Client Segment and Strategy executive for Merrill Lynch Wealth Management. In this capacity, Ileana focused on international financial advisors to ensure the delivery of a consistent, goals-based wealth management experience for international high-net-worth and ultra-high-net worth clients. Prior to this role, Ileana was head of International Credit & Banking within Bank of America's Global Wealth & Investment Management (GWIM) Banking group. In this role, she led the teams that supported and delivered integrated liquidity, cash management and lending solutions and services to financial advisors and high-net-worth clients in Latin America, Asia and Europe.  Ileana held several leadership roles in the domestic, international and affluent banking platforms at Bank of America and JPMorgan Chase, where she lent her talent in growing the cross-border wealth management business.  Ileana received her BBA degree, with a concentration in finance, from the University of Miami and an M.B.A. degree in finance from Florida International University. Ileana is fluent in Spanish, is FINRA registered and is Six-Sigma Greenbelt certified.  Ileana was recently named to the Girl Scouts National Board (GSUSA) and sits on the Corporate Advisory Boards of the Association of Latino Professionals for America (ALPFA), Florida International University Honors College and the Cuban Heritage Collection at the University of Miami.  Ileana was named to the ‘Top 100 Most Influential Latinas' List in 2020 by Latino Leaders. Last year she was recognized to the 2019 MAKERS class of Morgan Stanley Wealth Management as well as being recognized by Latino Justice with the 2019 Latina Trailblazer Award honoring her professional and personal achievements in opening doors and new opportunities for other professionals. Additionally, Ileana was named to ALPFA's 2019 Most Powerful Latinas in corporate America list for a third year in a row as previously featured in Fortune magazine. In 2016 Ileana was awarded the 2015 Top 10 Corporate Executives of the Year by Latina Style magazine.  Links: LinkedIn: https://www.linkedin.com/in/ileanamusa3 

lightupwithshua podcast by Shua
Who is a Sister of a Martyr, An IT Professional and ...

lightupwithshua podcast by Shua

Play Episode Listen Later Sep 28, 2022 10:10


Guest: Raana Tivnan Part 1 The significance of Raana is in addition to who she is as a person is that she is younger sister of a Pakistan's martyr - Shaheed- Rashid Minhas. Visit for more details about Rashid Minhas: https://pakistanarmy.gov.pk/Pilot-Officer-Rashid-Minhas.php About: An Information Technology executive with a strong record of designing a secure network infrastructure. Experienced in developing an Information Security Program that enables business priorities and mitigates security risks. Successfully brought IT organization to proper compliance by implementing effective security controls, policies, procedures and strategies. A hands on technology leader with the ability to architect a highly secure and available network that meets the demands of a significant user base. Extensive experience in managing and implementing multiple complex global projects that involved the design or re-design of network infrastructure and applications in local and distributed offices which enhanced security and availability. Compliance: SEC, FINRA, FFIEC, FDIC, NIST Framework Pakistan 75: https://www.youtube.com/watch?v=iK-ACQ5EJW8 First Woman President of an Islamic Center: https://www.youtube.com/watch?v=ELjrimkGGyU -------------------------------------------------------------------------Who is the founder & Owner of LightupwithShua Podcast and LUWS ACADEMY LLC ? visit: lightupwithshua.com I am a student of knowledge of multiple disciplines, a mentor, and an intercultural & Interfaith practitioner, who wants to help heal and solve problems by bringing awareness for conscious living and conscious parenting to people with flexible mindset. Currently hosting a weekly podcast on LightupwithShua podcast on conscious living and parenting. Additionally, actively conducting Self - Healing & Transformation Training Workshops in Pakistan and in the USA. For more information please inquire through email or phone. You can connect with me here: Shua@lightupwithshua.com *Remember to LIKE, SHARE, RATE and REVIEW. Thank you. Shua - شعا ع https://linktr.ee/Shuakhan Copyright © 2017-2022 LUWS ACADEMY LLC & LightupwithShua Podcast All Rights Reserved Attribution-NonCommercial-NoDerivs This work is licensed under a Creative Commons Attribution 4.0 International LicenseLightupwithShua

BofA Global Research Podcasts
Building Up Power Infrastructure to Cut Down Prices

BofA Global Research Podcasts

Play Episode Listen Later Sep 27, 2022 21:12


Can the Inflation Reduction Act live up to its ambitious name? The IRA or Inflation Reduction Act passed last month is the largest climate and energy package in U.S. history. It earmarks nearly $370 billion in spending towards renewable energy. And while the benefits for residential solar are fairly clear, here we focus on the impact to utilities and the impediments and pitfalls around the energy transition. Julien discusses why corporate and industrial customers may be a critical force behind the transition, the role of nuclear and hydrogen, the need for transmission and pipeline infrastructure and what all of this could mean for power prices. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2022 Bank of America Corporation. All rights reserved.

Financial Flossing
Ep 065 Dentists: Investing In Yourself Will Pay Dividends

Financial Flossing

Play Episode Listen Later Sep 27, 2022 20:48


Dr. Green obtained his Doctor of Dental Medicine degree from Temple University School of Dentistry, where he earned the graduating status of Magna Cum Laude. Dr. Green values individualized patient care and developed a solid ethical foundation at an early age by following the example of his father and grandfather, well-respected dentists in the Chicago area for more than 60 years. Providing quality, cutting-edge dentistry is a priority to Dr. Green as he far exceeds the state's continuing education requirements annually and keeps his patients and staff up-to-date on the latest trends in dentistry. Dynamic Dental Ascension a small private coaching group led by Dr. Chris Green and Dr. Tom Reed. They are focused on helping owners scale and grow their practice. Listen to this information-packed Financial Flossing episode about the unique challenges faced by dental professionals and the importance of being an entrepreneur and running your practice like a business.   Here is what to expect on this week's show: ●     Why it's essential to leverage leadership and escape the "dental chair." ●     Learn what holds Dentists back ●     The most significant mistake dentists make in their business. ●     How do you invest in yourself so the dividends will pay off in the future? ●     Addressing the issue of staffing.   Website: https://www.thepracticelaunchpad.com/ Facebook:  https://www.facebook.com/ThePracticeLaunchpad LinkedIn: https://www.linkedin.com/company/the-practice-launchpad YouTube: https://www.youtube.com/channel/UCFH-5OPQivQm62qaoaJEjtQ Link to purchase book: https://www.amazon.com/Practice-Launchpad-Unraveling-Complexities-Ownership/dp/B08MSQT5LB/ref=sr_1_1?crid=3EBENOAZ5G3CY&dchild=1&keywords=the+practice+launchpad&qid=1606994045&sprefix=The+Practice+Launchpad%2Caps%2C410&sr=8-1   Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3664 Coolidge Ct.,Tallahassee, FL 32311, 850-562-9075. Securities products and advisory services offered through PAS, member FINRA,SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PASis a wholly owned subsidiary of Guardian. North Florida Financial is not an affiliate or subsidiary of PAS or Guardian. CAinsurance lic. #0L10073, AR Insurance lic. # 16139032. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kay Properties Podcast
Kay Properties Tommy Olsen and Jason Salmon on The Challenges with 1031 Exchanges

Kay Properties Podcast

Play Episode Listen Later Sep 27, 2022 30:49


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances of the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments   In this week's episode, Vice President Tommy Olsen and Senior Vice President Jason Salmon talk about some of the challenges investors might face when conducting a 1031 exchange. If you're in the middle of a 1031 exchange, or about to be, and you're wondering what to do next with your capital, this episode covers some smart ways you can passively invest your money.    Key Takeaways: [1:05] Risks and disclosures. [3:50] A little bit about Kay properties. [4:15] Tommy introduces Jason and today's topic. [6:15] What is Jason currently seeing happening with the real estate market today? [8:30] A few years ago, people hit the pause button with real estate. Now, people are excited to get rid of their active real estate and change it to passive real estate. [13:40] What other factors should investors be aware of with the current market?  [16:30] Kay Properties representatives really value the importance of education and talking to the investor through what they're really investing in.  [18:15] How does Kay Properties help people with their 1031 exchanges? [20:15] DSTs offer a great option to diversify by geography and asset classes. [23:15] Truly, education is the most important thing an investor can have.  [26:15] Have a question? Feel free to reach out! Everyone on the team is happy to answer your questions.   Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Everyday Business Podcast
Episode 22: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring

Everyday Business Podcast

Play Episode Listen Later Sep 26, 2022 20:45


Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 22 of Everyday Business, host Peter Bender, tax principal, and leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the tax-smart strategies for wealth transferring in the fourth in our series focusing on wealth management. Different types of estate taxes (2:44) How might a changing regulatory environment affect wealth transfer plans? (5:20)   What are some strategies that can be applied not to help minimize state taxes? (8:23) Contributing to a 529 educational savings account and the bunching rule (11:23) Donating appreciated property (13:18) Differences of beneficiaries of a ROTH or traditional IRA (14:24) When should someone look for an estate planning attorney? (15:56) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters.   DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

We Study Billionaires - The Investors Podcast
TIP478: Market Cycle Masterclass w/ David Stein

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 25, 2022 67:51 Very Popular


IN THIS EPISODE, YOU'LL LEARN:01:10 - Why we have cycles.02:11 - What the credit cycle is.09:16 - How are cycles interrelated.11:53 - Where we are in the real estate cycle.17:55 - Where we are right now in the cycle.25:35 - How adjusting risk to your portfolio depends on the market cycle.31:02 - Why junk bonds might be a good investment depends on the credit cycle.36:10 - Which questions to ask an asset manager.39:32 - How to evaluate a track record.50:50 - Why assets managers like to talk about their mistakes.1:08:15 - How to think about risk and reward.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESListen to David Stein's podcast, Money For the Rest of Us.Visit David Stein's Website.Visit David Stein's YouTube channel.Listen to our interview with David Stein about Netflix.Listen to our interview with David Stein about Evergrande, Alibaba, and the Collapse.Our interview with Howard Marks about Mastering the Market Cycle. NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSMake backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Enjoy meals tailored to every dietary preference delivered right to your door. Take advantage of Freshly's End-of-Summer Sale and score a special deal: $125 off your first FIVE orders!Invest in your best rest today with Brooklinen. Get $20 off your order and free shipping on orders of $100+ with code INVESTORS.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.Support your hardworking team in one intuitive platform - an all-in-one payroll, HR, team management tools and more with Gusto and enjoy your first three months free.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Launch your thing into the spotlight and start selling anywhere with Shopify.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Send, spend, and receive money around the world easily with Wise.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CIO Weekly Investment Outlook
Beware of the swooping hawks!

CIO Weekly Investment Outlook

Play Episode Listen Later Sep 25, 2022 11:43


In this week's CIO Weekly Investment Outlook podcast, the Private Bank's Chief Investment Officer in EMEA, Zeynep Ozturk makes her podcasting debut as she looks back at a week where “hawkish” central banks around the world tightened policy following the U.S. Federal Reserve's decision to raise rates by 0.75 percentage points. Tune in as Zeynep describes how this policy action might impact the markets in the week ahead, including a discussion on Italian elections and the scrapping of quarantine measures in Hong Kong! For more investing insights, please visit www.deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States. Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group. The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2022 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

We Study Billionaires - The Investors Podcast
TIP477: Recession Proof Your Portfolio With Farmland w/ Artem Milinchuk

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 23, 2022 49:26 Very Popular


IN THIS EPISODE, YOU'LL LEARN:09:05 - How Farmland is a great hedge against both inflation and recessions.15:41 - Why Bill Gates is the largest private owner of farmland with nearly 270,000 acres.22:08 - Which commodities are optimal.26:17 - How to assess a Farmland deal.31:48 - Why Artem prioritizes US farmland. 40:34 - Where farmland should sit in a portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESFarmTogether Website.Trey Lockerbie Twitter. NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSMake backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Enjoy meals tailored to every dietary preference delivered right to your door. Take advantage of Freshly's End-of-Summer Sale and score a special deal: $125 off your first FIVE orders!Invest in your best rest today with Brooklinen. Get $20 off your order and free shipping on orders of $100+ with code INVESTORS.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.Support your hardworking team in one intuitive platform - an all-in-one payroll, HR, team management tools and more with Gusto and enjoy your first three months free.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Launch your thing into the spotlight and start selling anywhere with Shopify.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Send, spend, and receive money around the world easily with Wise.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

VTM Talks
VTM Goes Over the Pittsburgh Steelers Vs. Cleveland Browns Thursday Night Football Week 3 Matchup and Gives His Best Bet for the Game

VTM Talks

Play Episode Listen Later Sep 22, 2022 9:57


DISCLAIMER: The information in this podcast is in no way, shape or form is to be used as investment/sports betting advice. VTM Trading is no way, shape or form associated with FINRA or licensed through the SEC. All ideas presented are for education purposes only! Traders should consult with a financial advisors before making any decisions in the stock/financial markets.

We Study Billionaires - The Investors Podcast
BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast)

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 21, 2022 64:43 Very Popular


IN THIS EPISODE, YOU'LL LEARN:Mike Stroup's background.The numbers around federal interest expense and rising interest rates.Why currency spreads are making it hard to service dollar denominated debts.Mike's thoughts on the broad money supply being the best way to measure inflation.A comparison between now and 2007.Explaining reverse repo in a simplified way.How do countries use reserve to defend a currency and does the countries size matter?Is this time different?Is the 50% attack vector even worth worrying about?Mike and Preston share military pilot stories.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESMike Stroup's TwitterThe charts from the show.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSMake backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Enjoy meals tailored to every dietary preference delivered right to your door. Take advantage of Freshly's End-of-Summer Sale and score a special deal: $125 off your first FIVE orders!Invest in your best rest today with Brooklinen. Get $20 off your order and free shipping on orders of $100+ with code INVESTORS.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.Support your hardworking team in one intuitive platform - an all-in-one payroll, HR, team management tools and more with Gusto and enjoy your first three months free.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Launch your thing into the spotlight and start selling anywhere with Shopify.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Send, spend, and receive money around the world easily with Wise.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Diary of an Apartment Investor
MFB - Broker Dealer Laws

Diary of an Apartment Investor

Play Episode Listen Later Sep 21, 2022 12:05


Planning ahead & FINRA red flags explainedJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://bit.ly/3zvlcWCThis episode originally aired on September 21, 2022---Your host, Brian Briscoe, has been a general partner in 655 units worth $50 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on LinkedIn

Permission To Succeed Podcast
Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb

Permission To Succeed Podcast

Play Episode Listen Later Sep 20, 2022 24:07


Ashley Webb is the Director of Operations & Onboarding at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.  Ashley rose quickly into a leadership role with Kingswood.  In this episode, Doug & Ashley talk about how her upbringing, her … Continue reading Episode 66 – Have the Courage to Bet on Yourself – with Ashley Webb →

FINRA Unscripted
FINRA Enforcement: Bringing Cases Against Individual Brokers

FINRA Unscripted

Play Episode Listen Later Sep 20, 2022 16:40


When it comes to bringing enforcement actions against individual brokers, there is a lot to consider, especially when the sanctions can be life altering for the individual in question. On this episode, we hear from Deputy Head of Enforcement Chris Kelly about what makes cases against individual brokers different from those brought against firms and all the considerations involved. Resources mentioned on this episode:FINRA EnforcementMonthly Disciplinary ActionsDisciplinary Actions Online DatabaseEpisode 69: Excessive Trading: When A Lot Becomes Too MuchEpisode 77: Behind the Process: How an Enforcement Action Becomes an Enforcement Action

BofA Global Research Podcasts
Thoughts on Crypto and Digital Assets: Macro risks and Ethereum's Merge in focus

BofA Global Research Podcasts

Play Episode Listen Later Sep 19, 2022 5:15


Uncertainty remains as buying momentum and Ethereum Merge optimism fade Buying momentum in the digital asset sector is fading as investors rotate defensively into stablecoins, likely due to uncertainty around the bear-market bounce's sustainability and potential for a hard recession. Alkesh explains the implications of Ethereum's Merge upgrade, which is likely to occur around September 15th.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2022 Bank of America Corporation. All rights reserved.

Empower Women Pod - The Encore
EWS- Mindfulness & Our Relationship With Money

Empower Women Pod - The Encore

Play Episode Listen Later Sep 19, 2022 41:43


We want to thank Lauren Loehning for leading our September 13th event, Mindfulness & Our Relationship with Money. Lauren talked about examining our relationship with money so we can consciously align our financial actions with our goals and values. She also discussed how our thoughts, beliefs, behaviors, and emotions about money impact our financial actions and how to break through bad money habits and create new habits that support our financial goals. Lauren K. Loehning CFP, CIMA, AIF, Certified Mindfulness Meditation Teacher, MMTCP Lauren is a Partner at Retirement Impact and Principal of RISE Excel Corporate Wellness. Lauren teaches mindfulness meditation and is passionate about bringing the foundational concepts of mindfulness to individuals and corporations. Mindfulness allows us to see life clearly without judgment. When mindfulness principles are applied to the way we run our businesses, lead teams, or manage our Money it can have powerful life-changing effects that benefit not only our personal well-being but also our collective well-being. We hope you enjoy this podcast episode! General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

We Study Billionaires - The Investors Podcast
RWH013: Move Slow, Win Big W/ Thomas Russo

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 18, 2022 97:12 Very Popular


IN THIS EPISODE, YOU'LL LEARN:02:17 - What Tom Russo learned from a life-changing encounter with Warren Buffett in 1982.09:53 - Why “agency” cost is one of the greatest risks facing all investors.14:02 - Why Tom favors companies that willingly endure pain today for gain tomorrow.16:02 - How he rode Berkshire Hathaway from $900 to more than $430,000 per share.21:08 - Why Buffett's team of successors should do fine when Berkshire is in their hands.27:17 - What Tom learned while working for investment legend Bill Ruane.38:16 - Why Tom immediately sold Wells Fargo & Altria after realizing they'd lost their way.48:46 - Why Tom loves brands where consumers believe there's “no adequate substitute.”53:39 - Why Tom is bullish about Heineken's long-term future, even after owning it for 36 years.01:07:08 - How Tom succeeds by resisting short-term temptations & deferring gratification.01:16:09 - What Tom failed to understand about Alibaba & the political risks of investing in China.01:23:11 - How Tom thinks about moral questions like whether it's okay to own tobacco stocks.01:25:51 - How innovators like Nestlé & Heineken are helping to combat climate change.01:35:13 - How Tom's investment success is fueled by his insatiable curiosity.01:37:41 - What Tom learned from Charlie Munger about the importance of trusting your gut.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESThomas Russo's 2018 Google Talk on “Global Value Investing.”Warren Buffett discusses Bill Ruane, who ran the Sequoia Fund & helped train Tom Russo. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.William Green's Twitter. NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We Study Billionaires - The Investors Podcast
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 16, 2022 54:26 Very Popular


IN THIS EPISODE, YOU'LL LEARN:01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle12:17 - Brian's most important attribute when valuing a company15:22 - The difference between real moats and fake moats27:51 - When to emphasize valuation and when not to37:12 - Brian's assessments of Alphabet, FIGS & AXONAnd a whole lot more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESWhy Does the Stock Market Go Up? Book.Brian Feroldi Twitter.Brian Feroldi Newsletter.Brian Feroldi Youtube.Trey Lockerbie Twitter. NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Great EscAPE!
The Great EscAPE! EP 43 - Chivalry in the chat & Citadel rats! (15th September 2022)

The Great EscAPE!

Play Episode Listen Later Sep 15, 2022 80:37


Happy birthday to us!!It's been one year since we started doing the podcast! Time flies when you chat #Ape #DD and drink whisky! Both Col and Sam have enjoyed every minute they've done so far and hopefully, you have too! Also sorry, Col had some audio issues that he corrected halfway through the show! Nothing changes on The Great EscAPE! Tech issues folks! Tech issues! It's been an interesting week, CPI rates were announced at 8.3% and the markets turned into a sea of red and have continued to do so. $1.6 trillion was wiped off the US stock market this Monday (12th September 2022) alone! The #APE battle continues and we're expecting to hear what the FTDs are going to be, this could be very very interesting! On this week's show: Kennyland, Kwonted, It's good to talk, Elf on a shelf, Inflation acting up! FINRA's space hopper, Goldman Sacks, I want to be a real boy, Earning's learnings, Sappling grappling, Fine lines! Mute stick, A model Ape, and much much more! Remember to like, share, and subscribe folks! It really does help the cast reach other Apes and provide support knowing there are others out there who feel and think the way they do! https://www.podcastape.com/ (https://www.podcastape.com) https://www.twitter.com/thegreatescpod (https://www.twitter.com/thegreatescpod) https://www.instagram.com/thegreatescapepodcast (https://www.instagram.com/thegreatescapepodcast) https://www.youtube.com/channel/UCGiiYMyN1JYrgDN6rITEONg (https://www.youtube.com/channel/UCGiiYMyN1JYrgDN6rITEONg) https://www.facebook.com/The-Great-Escape-Podcast-110187538388340 (https://www.facebook.com/The-Great-Escape-Podcast-110187538388340) https://www.podcastape.com/blog/hashtags/Podcast (#Podcast) https://www.podcastape.com/blog/hashtags/Apes (#Apes) https://www.podcastape.com/blog/hashtags/Stonks (#Stonks) https://www.podcastape.com/blog/hashtags/Stocks (#Stocks) https://www.podcastape.com/blog/hashtags/Investments (#Investments) https://www.podcastape.com/blog/hashtags/Investment (#Investment) https://www.podcastape.com/blog/hashtags/AMC (#AMC) https://www.podcastape.com/blog/hashtags/GME (#GME) https://www.podcastape.com/blog/hashtags/Whisky (#Whisky) https://www.podcastape.com/blog/hashtags/MOASS (#MOASS) https://www.podcastape.com/blog/hashtags/Gamestop (#Gamestop) https://www.podcastape.com/blog/hashtags/AMCTheaters (#AMCTheaters) https://www.podcastape.com/blog/hashtags/ApesTogetherStrong (#ApesTogetherStrong) https://www.podcastape.com/blog/hashtags/HODL (#HODL) https://www.podcastape.com/blog/hashtags/Whiskey (#Whiskey) https://www.podcastape.com/blog/hashtags/GMErica (#GMErica) https://www.podcastape.com/blog/hashtags/GMESqueeze (#GMESqueeze) https://www.podcastape.com/blog/hashtags/AMCSqueeze (#AMCSqueeze) https://www.podcastape.com/blog/hashtags/ApesNeverLeaving (#ApesNeverLeaving) https://www.podcastape.com/blog/hashtags/Beer (#Beer) https://www.podcastape.com/blog/hashtags/RyanCohen (#RyanCohen) https://www.podcastape.com/blog/hashtags/AdamArron (#AdamArron) https://www.podcastape.com/blog/hashtags/ToTheMoon (#ToTheMoon) https://www.podcastape.com/blog/hashtags/ApePodcast (#ApePodcast) https://www.podcastape.com/blog/hashtags/StonksPodcast (#StonksPodcast) https://www.podcastape.com/blog/hashtags/InvestmentPodcast (#InvestmentPodcast) https://www.podcastape.com/blog/hashtags/WeLoveTheStock (#WeLoveTheStock) https://www.podcastape.com/blog/hashtags/StocksNews (#StocksNews) https://www.podcastape.com/blog/hashtags/StonksNews (#StonksNews) https://www.podcastape.com/blog/hashtags/InvestmentNews (#InvestmentNews) https://www.podcastape.com/blog/hashtags/MarketNews (#MarketNews) https://www.podcastape.com/blog/hashtags/Wine (#Wine) https://www.podcastape.com/blog/hashtags/Crime (#Crime) https://www.podcastape.com/blog/hashtags/Lies (#Lies) https://www.podcastape.com/blog/hashtags/KenGriffinLied (#KenGriffinLied) https://www.podcastape.com/blog/hashtags/Citadel (#Citadel) https://www.podcastape.com/blog/hashtags/Live (#Live)...

VTM Talks
VTM Goes Over the Los Angeles Chargers Vs. Kansas City Chiefs Thursday Night Football Week 2 Matchup and Gives His Best Bet for the Game

VTM Talks

Play Episode Listen Later Sep 15, 2022 10:07


DISCLAIMER: The information in this podcast is in no way, shape or form is to be used as investment/sports betting advice. VTM Trading is no way, shape or form associated with FINRA or licensed through the SEC. All ideas presented are for education purposes only! Traders should consult with a financial advisors before making any decisions in the stock/financial markets.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenges in Planning a Successful Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 15, 2022 27:15


• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)BrokenMerrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children's Tumor Foundation.Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client's lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.Our services are based on Seven Core Pillars that benefit our clients.Wealth Management Risk Management Tax Planning Estate PlanningCash Management Philanthropy Value Added ServicesLearn More: https://momentumfsgroup.com/Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance companyhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380https://acl.gov/ltc/basic-needs/how-much-care-will-you-needhttps://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaidhttps://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countrieshttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.SSA.govhttps://www.thoughtco.com/living-past-90-in-america-3321510https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement

The Kuderna Podcast
Jump First, Think Fast with Frank O'Connell

The Kuderna Podcast

Play Episode Listen Later Sep 15, 2022 67:49


Frank O'Connell went from working on a farm as a young boy to becoming the President and CEO of Reebok, HBO, Indian Motorcycle, Skybox International and other iconic brands.  Diving into Frank's 50+ years of business experience, we discuss the risk-taking attitude needed to be successful.  Check out his new book-- Jump First, Think Fast. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2022-143887 Exp. 9/24

VTM Talks
VTM Goes Over the Most Recent CPI Report and What It Could Mean for the Feds Next Move

VTM Talks

Play Episode Listen Later Sep 15, 2022 10:19


DISCLAIMER: The information in this podcast is in no way, shape or form is to be used as investment/sports betting advice. VTM Trading is no way, shape or form associated with FINRA or licensed through the SEC. All ideas presented are for education purposes only! Traders should consult with a financial advisors before making any decisions in the stock/financial markets.

Business Innovators Radio
Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenges in Planning a Successful Retirement

Business Innovators Radio

Play Episode Listen Later Sep 15, 2022 27:15


• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)BrokenMerrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children's Tumor Foundation.Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client's lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.Our services are based on Seven Core Pillars that benefit our clients.Wealth Management Risk Management Tax Planning Estate PlanningCash Management Philanthropy Value Added ServicesLearn More: https://momentumfsgroup.com/Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance companyhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380https://acl.gov/ltc/basic-needs/how-much-care-will-you-needhttps://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaidhttps://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countrieshttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.SSA.govhttps://www.thoughtco.com/living-past-90-in-america-3321510https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement

We Study Billionaires - The Investors Podcast
BTC095: Bitcoin Time Stamping w/ Pierre Rochard (Bitcoin Podcast)

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 14, 2022 81:19 Very Popular


IN THIS EPISODE, YOU'LL LEARN:What is time stamping?Is Bitcoin a decentralized clock?Why is time keeping so important to Bitcoin?What does Pierre think about the big SEC announcement about exchanges regulating coins?Correlation to traditional markets.When will all retirement accounts start offering Bitcoin?Why is Bitcoin not performing like an inflation hedge against CPI?Transaction fees.BOOKS AND RESOURCESPierre's Twitter.Pierre's company Riot Blockchain.Pierre's podcast: Noded.Pierre's non-profit: Nakamoto Institute.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We Study Billionaires - The Investors Podcast
TIP475: Mastermind Q3 2022 w/ Tobias Carlisle

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 11, 2022 60:14 Very Popular


IN THIS EPISODE, YOU'LL LEARN:01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)50:46 - What the patterns typically is for a bear market.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESNorth Media financial reports and investor relations material.The slide deck of First American Financial. Make sure to check out page 7. Learn more about Prosus and the Net Asset Value.Peter Theil's video, Competition is for losers.Mastermind Discussion Q2 2022. Mastermind Discussion Q1 2022. Mastermind Discussion Q4 2021. Mastermind Discussion Q3 2021. Our FREE stock analysis resource, Intrinsic Value Index.Subscribe to our FREE Intrinsic Value Assessments.Tobias Carlisle's podcast, The Acquires PodcastTobias Carlisle's ETF, ZIG.Tobias Carlisle's ETF, Deep.Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this bookTobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias Carlisle. NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Send, spend, and receive money around the world easily with Wise.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Help protect your family's financial future with TD Term Life Insurance.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Kuderna Podcast
Ferol Vernon of Written Word Media

The Kuderna Podcast

Play Episode Listen Later Sep 9, 2022 58:59


Ferol Vernon is the Co-Founder and COO of Written Word Media, a tech-enabled platform connecting authors to millions of readers.  Vernon has an MBA from Duke University and since 2009 has been using software to empower Creatives.  His entrepreneurial journey includes helping lead startups like ReverbNation to founding Written Word in 2014 with his wife, Ricci Wolman. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2022-143583 Exp. 9/24

VTM Talks
VTM Goes Over the Buffalo Bills vs. Los Angeles Rams Thursday Night Football Week 1 Matchup and Gives His Best Bet for the Game

VTM Talks

Play Episode Listen Later Sep 8, 2022 8:50


DISCLAIMER: The information in this podcast is in no way, shape or form is to be used as investment/sports betting advice. VTM Trading is no way, shape or form associated with FINRA or licensed through the SEC. All ideas presented are for education purposes only! Traders should consult with a financial advisors before making any decisions in the stock/financial markets.

Oyster Stew - A Broth of Financial Services Commentary and Insights
Keys to Successful Modern Regulatory Exams

Oyster Stew - A Broth of Financial Services Commentary and Insights

Play Episode Listen Later Sep 8, 2022 14:47 Transcription Available


Compliance professionals often dread regulatory exams, but there are effective ways to handle them. In today's podcast, hear from Oyster's experts and former regulators how regulatory exams have become risk-based and data-driven, what is driving exam frequency and what the regulators are looking for. 

We Study Billionaires - The Investors Podcast
BTC094: The Book of Satoshi w/ Phil Champagne (Bitcoin Podcast)

We Study Billionaires - The Investors Podcast

Play Episode Listen Later Sep 7, 2022 58:15 Very Popular


IN THIS EPISODE, YOU'LL LEARN:What inspired Phil to write the book?How much of Satoshi's writings were not included in the book?What are Phil's theories on who Satoshi was?What was Satoshi's greatest gift?What was one of the most interesting things Phil uncovered from reading all his writings?What do you think Satoshi's take on Bitcoin would be today?What does Phil think of Satoshi's strange grammar and sentence structure?Any good orange pilling stories?What are the arguments that never seem to end that Satoshi already addressed?Gold Versus Bitcoin.BOOKS AND RESOURCESPhil Champagne's Twitter.Phil Champagne's book, The Book of Satoshi.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet up to 3% Daily Cashback on everything you buy with Apple Card. Apply now in the Wallet app on iPhone and start using it right away. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Help empower girls to break free through education, healthcare, child protection, and other wonderful benefits by being a World Vision child sponsor today.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Take the next step in your working life or get ready for a change, by being a Snooze franchise partner.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Send, spend, and receive money around the world easily with Wise.Start your free 14-day trial today and leave your limits behind and discover what you can accomplish with Monday.com.Explore fractionalized investments in the top of the contemporary art world with Masterworks. See important Regulation A disclosures at masterworks.com/cd.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Help protect your family's financial future with TD Term Life Insurance.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wells Fargo Asset Management: On The Trading Desk(R)
The Impact of Staying in Plan for Retirement Savers

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 7, 2022 14:34


Keeping assets of retired participants in plan is the topic of discussion between Ron Cohen, head of Defined Contribution Investment Only Distribution, and Nate Miles, head of Retirement, at Allspring Global Investments. Podcast length – 12:44, Disclosure length – 1:50 Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0922-00225

Kay Properties Podcast
Kay Properties Matt McFarland and Chay Lapin on Residential Asset Classes

Kay Properties Podcast

Play Episode Listen Later Sep 6, 2022 31:00


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances of the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments.   In this week's episode, Vice President Matt McFarland and President Chay Lapin have an open discussion about some of the benefits of owning a residential asset class. They share their thoughts on why there's less turnover, the appeal of owning this asset class, and more.    Key Takeaways: [1:05] Risks and disclosures. [3:15] A little bit about Kay properties.  [4:15] Matt introduces Chay and today's topic. [7:15] What is the definition of a residential asset class and why do some investors prefer it over the other available asset options?  [11:00] This is a living and breathing asset and there's a lot of different ways you can increase your revenue.  [14:25] It doesn't make sense to purchase one single-family house. It would be more profitable and easier to manage when you buy 50 homes in the area.  [15:15] Why do some people want an apartment vs. a townhome?   [16:20] A single-family home typically has less turnover.  [19:45] The average home price is $435k. Most people can't afford that. The wages have not gone up that much.  [22:55] What are Chay's thoughts on manufactured housing?  [25:15] There are ways you can optimize your property for maximum profitability.  [27:55] If you're looking to diversify, this can be a great addition.     Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible. Please speak with your CPA and attorney for tax and legal advice.

Financially Ever After
Finding The Right Financial Advisor

Financially Ever After

Play Episode Listen Later Sep 6, 2022 28:22


Deborah Nason is a journalist who has been covering business for the past 20 years, for both InvestmentNews and CNBC.com. She is on a mission to ensure people of all income levels get the financial advice and guidance they need. Deborah shares resources for helping people find the ideal financial advisor regardless of the state of their wallet, including some fantastic pro bono deals.  A financial advisor is a trained, experienced professional who helps you understand your financial options, create a comprehensive financial plan, and make the right financial decisions along the way. They can help you plan a holistic approach to your financial life. Financial planning does not always involve investment management. Regardless of whether you plan to invest or not, it's a good practice to have a financial advisor helping you with income and expense planning, creating goals, and maximizing your employee benefits. One of the best ways to ensure your advisor has the relevant experience in expertise and designations is by doing a broker check on FINRA.  Like medical professionals, financial advisors also specialize. From divorce to entrepreneurship, there are a multitude of specializations under the financial advisor umbrella. The idea is to find somebody who really understands who you are and what you're about.  Resources Deborah Nason on LinkedIn | Twitter | Facebook Email: findtherightfinancialadvisor@gmail.com  C4SB.com The People's Guide to Finding the Right Financial Advisor FINRA.org FINRA Broker Check IAPD - Investment Advisor Public Disclosure Securities Investor Protection Corporation Savvy Ladies  Foundation for Financial Planning XY Planning Network  Garrett Planning Network Stacy Francis on LinkedIn | Twitter Email: stacy@francisfinancial.com FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!