Podcasts about Intuit

Victoria Fernandez dissects Intuit (INTU), explaining why it has struggled to gain customers despite dependable revenue, even as other software names recover from the "SaaS apocalypse." She notes the broader tech sector's resurgence and the surprising strength of "Magnificent Seven" stocks like Apple (AAPL) and Meta (META), and offers a cynical take on the Treasury's bond market actions as a mere "warning shot" against an unyielding market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - About | Schwab Network

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world's biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer's gatekeeper?”0:00 The Agentic Commerce Thesis2:03 Meta Muse: The First Real Consumer Agent5:43 How AI Agents Could Reshape Business7:26 The Friction Framework: Who Is Most Exposed?11:57 The Four Stages of the Agent Economy18:28 Booking Holdings, DoorDash & Intuit27:12 Google, Amazon, Uber & Duolingo32:15 Microsoft, Meta, Visa & Mastercard36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse41:14 Which Companies Are Most Exposed to AI Agents?

Mark Ryski spent years unable to get retail executives on the phone. He hated cold calling and was bad at it. So he wrote a book — and started sending it to CEOs of retail chains.They started taking his calls.That was three books and 23 years ago. Today HeadCount does traffic and conversion analytics for retailers in more than 20 countries, with a largest client running 1,600 stores. But the road there ran through two complete failures: a 1990s version built out of $300 of RadioShack parts that nobody wanted, and a 2003 relaunch that also went nowhere.In this episode of the Command Your Brand Show, Jeremy Ryan Slate talks with Mark about using authorship as a door-opener, knowing when NOT to pivot, and what actually separates real thought leadership from the performative kind.In this conversation:- Watching customers walk out of a store without buying — the problem that started everything- Why his boss wouldn't spend $2,500 on a traffic counter, and what he built instead- Two failed versions of the same company, ten years apart- Eight years at Intuit running QuickBooks for Canada- "The credibility of authorship" — how a self-published book replaced cold calling- Why a little success can misdirect an entrepreneur worse than failure does- When holding your course beats pivoting, and how to tell the difference- Losing 40% of revenue when COVID closed retail — and what came after- The Jeff Bezos question he's never stopped thinking about: what WON'T change?- Three honest tests for whether someone is actually a thought leaderIf you're building authority in a field where nobody knows your name yet, this one's worth your time.

Carissa Reiniger discusses navigating debt, sacrifices, and the power of the small business community.   In a candid discussion with From Founder To CEO host Tim Metzner, Reiniger opens up about her harrowing experience and the lessons learned along the way.   Carissa Reiniger is a Canadian-born entrepreneur, author, and speaker best known as the Founder and CEO of Silver Lining, a company she started in 2005 with a mission to help small businesses become sustainable and profitable.   Carissa began her venture, Silver Lining, at just 22 years old, driven by a desire to support small business owners. Despite her success in creating a platform that has helped over 17,000 businesses, she faced a critical moment in 2008 when financial disaster loomed.   Originally from Edmonton, Alberta, she studied psychology at the University of Alberta before opting out of the academic path to build businesses. She is an active member of the global leadership community YPO and an instructor on Udemy. Her insights are frequently featured in outlets like The New York Times, Forbes, and Inc. Magazine.   LEARN MORE ABOUT CARISSA REINIGER'S IMPACT   The SLAP™ Methodology: With a background in psychology, Reiniger created the Silver Lining Action Plan (SLAP™). This tech-enabled, data-driven growth program uses behavior change science to help small business owners set and hit financial goals. Through this system, her company has worked with over 14,000 small businesses spanning more than 70 countries   Economic Justice Advocacy: Reiniger advocates heavily for financial inclusion, structure, and corporate support for local economies. Her initiatives with Impact5X have led to collaborations with major entities, including Google, Intuit, and The White House.   Follow FFTC on Instagram @fromfoundertoceo Catch up on past episodes at www.fromfoundertoceo.com Learn more about Carissa Reiniger and her company at www.silversmallbusiness.com

John Toon is joined by Kendrick Hair of Fishbowl and Leigh Stallard for a news episode about who ends up owning the client. Leigh opens on a LinkedIn post from Joshua at Reva, written after Starling took heat for putting books next to the current account. The more interesting move is embedding the service itself, advisers included, inside the platforms an SME already uses. Uprise is doing exactly that in the US. John's caveat is that nobody has done it at scale yet, although compliance is already being commoditised and Mazuma has been running like a software company with accountants attached for years. Kendrick brings the US lens on firms niching hard into tax as technology moves onto their patch. Fishbowl has bought Repfabric, and Kendrick takes the two questions customers actually ask after an acquisition. Does the brand disappear, and do the connections to competing products get switched off. His answers are no and no. Repfabric brings a decade of commissions, territories and multi-line sales work to sit in front of everything Fishbowl already does once the order lands. Kendrick then picks up Joiin Intelligence, which goes exception hunting rather than writing prose about revenue. Its agents clean the chart of accounts, build eliminations and diagnose a consolidated balance sheet that will not balance. John's angle is where the data physically goes once a firm hands it to a model, and why Joiin running on AWS matters to anyone with GDPR to answer to. He remembers early Jax being slower than clicking the report. Leigh follows with Joiin's new report pack sharing and the wider point underneath it. Firms do not adopt what they cannot picture themselves using, so a release that ships without a workflow attached quietly dies in the inbox. Then the Xero run. Engager, now part of TaxCalc, ships its August features, and John pushes back on listening to the loudest customer instead of leading. Kendrick covers BrightPay's Oscar onboarding assistant, Pay by Bank, and the cloud transition Bright had to pull and rebuild. Leigh takes Xero's developer growth programme for practice apps and John asks what it says about Xero Practice Manager. Back orders and prepayments land in the Xero API, which Kendrick has been waiting for and which Cin7, Katana and Fishbowl are not using yet, and Leigh explains why giving people back orders in core Xero is a dog on a half-submerged pontoon. Also covered: Trent McLaren's map of where there is still room to build in the Xero ecosystem, the test of whether a Xero product manager could describe your product in one sentence, and what it now costs vendors to keep the data flowing since Xero and Intuit both put a price on API access. This episode is brought to you by Fishbowl, inventory and manufacturing software for businesses that have outgrown spreadsheets but are not ready for full ERP. https://www.fishbowlinventory.com 00:00 Intro 02:14 Sponsor: Fishbowl 03:25 Accounting as a feature, and the fight for the client 09:57 Fishbowl buys Repfabric 19:45 Joiin Intelligence goes exception hunting 26:11 Joiin report packs, and why releases die in the inbox 29:38 Reporting people actually act on 33:22 Sponsor: SuiteFiles 34:21 Engager updates, and who you listen to 39:07 BrightPay, Oscar and the cloud move 44:06 Xero opens its growth programme to practice apps 46:46 Back orders and prepayments in the Xero API 53:45 Enough rope: back orders in core Xero 56:34 Where to build in the Xero ecosystem 01:08:19 Outro

Bill Harris discusses the rapidly evolving role of AI personal finance, sharing his experience building companies including Intuit, PayPal, Personal Capital, and his own Evergreen Wealth. We explore how AI is currently being used primarily for internal efficiencies, research, and basic advisor tasks, while the bigger opportunity lies in delivering highly personalized financial guidance directly to consumers. Bill explains why AI still struggles with math, accuracy, consistency, and privacy, and why financial applications should combine AI with deterministic tools and strong security protections. We also talk AI's potential in tax preparation, portfolio management, and investment research, the importance of specialized financial AI systems, and the emerging hybrid model that combines AI technology with human financial advisors.  We discuss...  How AI is transforming financial technology and why its biggest opportunities may come from highly personalized financial guidance. Most financial institutions currently use AI primarily for internal cost savings, while advisors tend to use it for basic tasks like note-taking. Why consumers are adopting AI for financial questions faster than financial advisors and firms are integrating it into their practices. Why general-purpose AI can produce inaccurate and inconsistent financial answers, particularly when it comes to complex calculations. The growing importance of privacy and security when using AI with sensitive personal and financial information. How specialized financial AI can combine frontier models with secure environments and strict controls to protect users' data. How AI could improve tax preparation by handling reasoning and personalized interactions while relying on deterministic tools for calculations. Why AI's probabilistic nature means it should use separate deterministic tools for financial calculations that require consistent and repeatable results. The limited use of AI in actual portfolio management and investment decisions, with most professionals currently using it primarily for research, analysis, and idea generation. Specialized AI systems built specifically for financial applications will be more effective than general-purpose AI because they can be trained to use the right tools for specific tasks. The future of financial advice and why a hybrid model combining AI technology with human advisors could provide the most powerful and personalized experience. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/ai-personal-finance-bill-harris-848 

Most companies that hire someone in another state have no idea they've just taken on a compliance obligation in that state.Nellie Akalp has been forming businesses since 1997. She founded MyCorporation.com, sold it to Intuit in 2005, and started CorpNet in 2009 — where she now runs a 100+ person company that keeps businesses compliant across all 50 states.In this episode of the Command Your Brand Show, Jeremy Ryan Slate talks with Nellie about what actually happens when you expand across state lines — and about building the same kind of company twice. (Full disclosure: Command Your Brand is a CorpNet customer. We found them through Gusto and used them to register in Georgia. This isn't a sponsored episode.)In this conversation:- What foreign qualification actually means, and why hiring in a state triggers it- Payroll tax registration, workers' comp, and the obligations most remote companies miss- Why she left law school money on the table to start an internet company in 1997- Selling MyCorporation to Intuit — and starting over from zero- Eight hard years at CorpNet before anything worked- How COVID told them which product to build the company around- Scaling 12 people to 100+ — what actually had to change- Why they promote from within and refuse to hire leadership from outside- The one non-negotiable: they don't sell customer data- Where AI helps, and where they keep a human in the loop on purposeIf you're hiring remotely, expanding into a new state, or just not sure whether you're actually compliant where you operate — start here.This conversation is for general educational purposes and is not legal, tax, or financial advice. Rules vary by state and change often. Consult a qualified professional about your specific situation.

For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Anniversary Kickoff (02:03) - Industry Shifts and New Rivals (03:38) - AI First Accounting Platforms (08:04) - Spite Switching and Multi Ledger (10:36) - QuickBooks Live Backlash (14:23) - Repositioning Experts and Value (19:59) - Markets Are Conversations (25:38) - Training and ProPartner Future (29:48) - Accountants Split on AI (36:47) - Human Value in an AI World (41:10) - Hector Updates Right Tool Reframe (45:51) - Alicia Courses and QBO Deep Dives (48:47) - Wrap Up and Next Episode LINKSAlicia's Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Come to Miami in Novemeber! Events.reframeaccounting.comCheck out Hector's RightTool: www.righttool.appWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Can AI make tax prep cheaper without replacing the experts behind it? Hector Garcia joins Blake and David to unpack Intuit's TurboTax pricing pressure, QuickBooks' push into the mid-market, and whether AI-powered services are a bridge to automation. They also examine Thomson Reuters' proprietary tax-and-legal AI model, Relate's $100 million raise, and a student's unusual path onto the New Mexico Board of Accountancy.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThomson Reuters - http://accountingpodcast.promo/taxautomationOnPay - http://accountingpodcast.promo/onpaySavant Labs - http://accountingpodcast.promo/savantChapters(00:00) - TAP 503 (02:47) - Intuit earnings overview (03:52) - Meet Hector Garcia (04:40) - Intuit stock and AI fears (07:57) - TurboTax pricing pressure (11:34) - TurboTax Live strategy shift (16:12) - TurboTax Live vs firms (19:47) - AI plus human bridge (22:13) - QuickBooks Free and Light (25:54) - Thomson Reuters builds LLM (30:29) - Trust security and ownership (34:16) - Vertical models disrupt giants (35:18) - Copilot partnership pitch (36:51) - Bulk AI Adoption (38:59) - Rillet Unicorn News (39:21) - Workday Buyout Math (40:50) - Switching Costs Reality (43:12) - Intuit Versus Rillet (45:26) - How Rillet Wins (48:18) - AI Spend Line Item (51:15) - Stripe Buys OpenRouter (53:22) - Reframe Conference Pitch (56:01) - Pablo Pledgebar Cautionary (57:08) - Britton Joins Board (01:01:37) - Student View On PE (01:04:57) - Education And AI Concerns (01:09:33) - Board Dynamics Explained (01:12:12) - Regulation Priorities (01:15:13) - Wrap Up And CPE  Show NotesIntuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidancehttps://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidanceThomson Reuters Leverages its World-Class Data Assets to Launch Its Own Frontier Modelhttps://www.thomsonreuters.com/en/press-releases/2026/august/thomson-reuters-leverages-its-world-class-data-assets-to-launch-its-own-frontier-modelRillet Raises $100 Million Series C at $1 Billion Valuation, Becomes Unicornhttps://techcrunch.com/2026/08/19/rillet-raises-100m-series-c-at-1b-valuation-2-years-after-emerging-from-stealth/Silver Lake Eyes $51 Billion Workday Take-Private in Mega Software Dealhttps://www.axios.com/2026/08/14/silver-lake-workday-take-privateStripe Agrees to Acquire OpenRouter to Help Businesses Optimize Token Routing and Usagehttps://stripe.com/newsroom/news/stripe-agrees-to-acquire-openrouterFrom Accounting Major and Frat Brother to Suspected of Being Penn State's Largest Drug Dealerhttps://www.nbcnews.com/news/us-news/penn-state-agostino-abbatiello-drug-scheme-rcna593041Accounting Student Appointed to the New Mexico Public Accountancy Boardhttps://news.unm.edu/news/accounting-student-appointed-to-the-new-mexico-public-accountancy-boardNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds Fearless Foundry - www.advisoryamplified.comExpense Bot - https://www.expensebot.ai/accountantProfitRoot - https://tryprofitroot.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the to...

Award-winning director, author, speaker mentor, and entrepreneur Tricia Brouk returns to One Sharp Sword for a powerful conversation about ambition, presence, service, and wise leadership. Tricia takes Dr. Wayne Pernell from her childhood on a Missouri farm to a global dance career that included performing with Mikhail Baryshnikov. She shares how appearing in Antigone shortly after 9/11 transformed her understanding of art as service—and why influential communicators must show up prepared to care for their audience. They explore why speakers should share from the scar rather than the wound, the difference between having emotion and becoming emotional, and how Tricia's STILL method—Stop, Tune In, Intuit, Listen, and Learn—helps leaders respond from wisdom instead of ego. Tricia also discusses Being Smart Is Stupid, The Wise Leopard, the upcoming film Dog Years, and the leadership lesson at the heart of her relationship with Wayne: work with people who make you better. Connect with Tricia, explore her books, and learn about her workshops: https://triciabrouk.com/ Pease enjoy Tricia's free programs at www.TriciaBrouk.com/workshops

We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: https://joinhampton.com/mw-wrWhy do we do this? Because if you're an aspirational person or someone who runs a business and is making money, it's incredibly challenging to figure out what to do. Information is impossible to find — and that's what we put together: the net worth reveal and why we do this podcast, Moneywise.He co-founded PayPal with Elon Musk, sold Personal Capital for nearly $1B — and spends $70K a year.Bill Harris has a résumé that barely fits on one page. He was CEO of Intuit, founding CEO of PayPal — in the room with Elon Musk, Peter Thiel, and Max Levchin above a bakery near Stanford — and then founded Personal Capital, which he grew to $23 billion in AUM before selling it to Empower Retirement for close to $1 billion. He's done something like that 11 times. Today his net worth is around $100 million, he's 70 years old, and he spends less than $100,000 a year. He sold his houses, cars, airplane, and 31 pets (including two mountain goats and an iguana) and moved into a small cottage near Miami Beach where he bikes to work every day.This episode gets into what $100 million actually looks like when it's spread across public equities and private operating companies — and why the man who built one of the most important wealth management firms in history keeps his own annual spend near $70K. We go deep on the PayPal origin story, what it was like being "theoretically the CEO" in a room full of people whose egos "wouldn't fit in a large gymnasium," and the specific moment Bill realized that his houses, cars, and airplane weren't making him richer in the ways that mattered. He also shares his best piece of investing advice for people in their 30s, his take on why the S&P 500 isn't as diversified as most people think, and what he calls "freedom money."Also, this podcast is made by Hampton, which is a community for founders doing on average $20 million a year in revenue. We saw a lot of these money conversations happening privately behind closed doors and we thought, "What the heck, let's make it public." If you are a founder, apply here: http://joinhampton.com/mwTimestamps: 00:00 — Cold open: "There wasn't a single one of us whose ego would fit in a large gymnasium" 00:36 — Full guest intro: who Bill Harris is and why this episode matters 03:23 — Bill's origin story: the golden boy path, Intuit CEO at 40, and realizing "I am not a good manager" 06:33 — What money actually is: "It is a rocket fuel. It's the scarce resource you need to build the life you want" 07:38 — The monthly spend reveal: $70–80K a year, all in — "my addiction is Amazon" 09:04 — Life phases: family dole → NYC studio → two houses, 31 pets, and a 1906 Woodside farmhouse 14:20 — Net worth reveal: ~$100M, cut in half by divorce, and the barbell portfolio breakdown 15:27 — Why he doesn't do "fancy investing": survivorship bias, absurd fees, and why alternatives rarely outperform 17:31 — The Evergreen Wealth philosophy: why 80–90% equity is what he'd tell a client with his profile 19:07 — How to value a private company: "Two things dominate it — markets and story" 21:47 — "Things are time": the real cost of owning two houses, four cars, and a small airplane 24:33 — PayPal origin story: "We were close to fisticuffs most days. I was theoretically the CEO" 27:38 — Luck vs. skill: "I'd say it's 80 to 90% luck" — and what that actually means 30:13 — The personal payout from PayPal and Personal Capital: specific numbers, post-tax 32:01 — Why he's self-funding Evergreen with $10M of his own money: "Freedom. I have no boss" 38:05 — Why he still works at 70: mastery, not money — "I can't think of a bigger waste of time" than golf 42:48 — Best investing advice for your 30s: "Hive off a piece and let it marinate" 43:44 — Why the S&P 500 is riskier than it looks: top 10 stocks = 37% of the whole index 45:40 — "Freedom money" defined: the thing that lets you say yes to your own life 48:33 — Closing: "Money is a means to an end. It's not an end."Sponsors: Daily Body Coach - achieve your dream body with https://moneywise.dailybodycoach.comSubscribe to Moneywise: https://www.youtube.com/@themoneywisepodcast Follow Daniel on X: https://x.com/danielcberk Listen on Spotify / Apple Podcasts: [search "Moneywise Hampton"]

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about mortgage spreads and stable housing data amid rising mortgage rates. Related to this episode: Housing demand has slowed, but still stable for now  HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HousingWire Mortgage Banking Summit – October 1 More info about HousingWire Top 5 Trending: The WSJ is wrong about FHA loans and nonbanks, and they know it Housing demand has slowed, but still stable for now  FHA expected to keep Classic FICO as it adds new models in January Redfin names former Meta, Intuit executive Alessio Sanfilippo as CEO Court keeps door open for Garg proxy fight Want more from Sarah? Don't forget to subscribe! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Is your accounting firm stuck between AI enthusiasts who move too fast and skeptical team members who refuse to adopt new technology? Bridging the gap between enthusiastic leadership and hesitant team members is one of the biggest challenges facing modern firms today. In this episode of Growing Your Firm, host David Cristello sits down with Jan Haugo, founder and AI researcher at smartaccountant.ai and co-author of Intuit's official AI certification curriculum. Jan researches and validates 50+ emerging AI tools annually for controllership, Record-to-Report (R2R), AP/AR, and advisory workflows. Jan breaks down how to bring your entire firm onboard with AI safely, navigate critical security and redaction requirements, and use AI to transform sales, onboarding, and advisory workflows. In this episode, we explore: Bridging the Team Divide: How to align AI enthusiasts and detractors to move the entire firm forward together. The Enterprise Security Advantage: Why staying within Microsoft Copilot or Google Gemini ecosystems solves the PII (Personally Identifiable Information) and redaction hurdles. The Danger of Adobe Redaction: Why blacking out text in PDFs isn't enough to hide underlying metadata from AI models. Mapping Workflows Backward: Why defining the desired outcome before selecting software leads to better automation. Building a Custom AI "Sales Agent": How to train AI on your unique brand voice to research prospects, analyze websites, and guide discovery calls in real time. The Bleeding Edge: How unified AI awareness layers (like Town.io) aggregate transcripts, email, and task managers into an automated personal assistant. Key AI Tools & Solutions Mentioned: Smart Accountant AI: smartaccountant.ai Enterprise AI: Microsoft Copilot, Google Gemini, and NotebookLM Workflow & Data Aggregation: Town.io, Notion, Asana, and SharePoint Custom AI Prompting: Claude and ChatGPT About Jan Haugo Jan Haugo is a leading AI researcher, trainer, and founder of smartaccountant.ai. She specializes in testing, validating, and deploying practical AI tools for controllership, financial close, and firm operations.   Featured Guest: Jan Haugo  

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (0:00) Introduction (02:04) NVIDIA's Revenue Growth and Supply Commitments (16:41) Meta's Legal Challenges and Regulatory Environment (30:13) Software Earnings and Market Trends (35:27) OpenAI Employee Departures (38:20) AI Industry Valuations and Future Projections (41:33) Apple App Store Growth Trends (43:30) Intuit's Business and Investment Potential (01:02:24) Wingstop's Valuation and Global Appeal ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beaten-down software company. We start with Walmart and Target, where the results show that the consumer may be starting to feel more pressure. Walmart continues to perform well overall, but its comparable sales growth slowed sharply, and management noted that higher gas prices are changing consumer behaviour. Target showed stronger comparable sales than expected, but both retailers are leaning on price cuts and grocery strength as discretionary spending remains under pressure. We then turn to Canadian bank earnings, including Bank of Montreal, Scotiabank and National Bank. We discuss provisions for credit losses, improving margins, strong capital markets results, wealth management growth, and why the banks continue to deliver despite concerns about the Canadian economy. Finally, we look at Intuit after its latest earnings, including the pressure facing TurboTax and Mailchimp, the continued strength of QuickBooks, and whether AI and pricing pressure are starting to disrupt parts of the business. Tickers discussed: WMT, TGT, BMO.TO, BNS.TO, NA.TO, INTU, HD Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot(00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKSAlicia's upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Elise Houlik is the Chief Privacy Officer at Intuit, where she leads the company's global privacy and responsible data innovation and protection strategy, ensuring data is used to safely power innovation across Intuit's ecosystem of financial technology products. Her team is deeply engaged with the business on all matters related to product development, data innovation and governance, and information security. In this episode… Legal and privacy professionals are using AI more often to save time and accomplish more in their day-to-day work. While these tools offer clear advantages, they also generate convincing outputs that are incomplete, generic, or factually wrong. Using AI responsibly requires professionals to apply human judgment and review the output closely to ensure it is accurate and supported before relying on it. As AI becomes more embedded in legal and privacy work, critical thinking skills remain just as important as knowing how to use the technology.  Professionals get the most value from AI when they view it as a collaborator, rather than an authority. As privacy and legal teams use AI to kickstart analysis, pull facts together, and hunt for nuances across fragmented laws, they need to compare its answers against actual laws and reputable sources and challenge the tool when an output misses the mark instead of accepting it at face value. Being mindful about the personal information they put into public models is equally important. Professionals should also be comfortable using a variety of different tools and learning which ones fit different purposes. And as companies hire the next generation of tech-savvy professionals, they need to ensure they don't become overly reliant on AI and provide them with hands-on experience and exposure to real conversations that strengthen analytical skills. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels speak with Elise Houlik, Chief Privacy Officer at Intuit, about the importance of maintaining human intelligence in the age of AI. Elise shares how AI is changing the skills employers value in legal and privacy professionals and explains why human judgment, curiosity, and a willingness to challenge AI-generated answers are essential as these tools become a standard part of workflows. She highlights why junior professionals still need practical experience and peer-to-peer learning opportunities and shares her perspective on keeping human intelligence at the center of how professionals use AI. Elise also offers tips for building AI skills and experimenting with different tools. 

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Bitcoin-Rallye, den Kurssprung von Abercrombie and Fitch und den Rekordkurs der Deutschen Bank. Außerdem geht es um Microsoft, Amazon, Google, Salesforce, SAP, Urban Outfitters, Okta, CrowdStrike, Veeva Systems, J.M. Smucker, Intuit, Zoom, Heidelberg Materials, Qiagen, EQT, KKR, Thyssenkrupp, Salzgitter, Delivery Hero, Pernod Ricard, Fielmann, Best Buy, Autodesk, Siemens, Munich Re und KSB Vz. (WKN: 629203). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit's earnings and the listener mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Rachel Warren, and Lou Whiteman discuss: - Meta's $18 billion settlement - Was this a “best case scenario” for Meta? - Intuit's earnings: SasSpocalyse or corporate complacency? - Mailbag: Will Uber's European fines impact its future? Companies discussed: META, GOOGL, INTU, UBER Host: Tyler Crowe Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Oil prices extend their recent decline. And Meta stock rises after reaching an $18 billion settlement over child-safety claims. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with breaking news involving a landmark social media addiction case: Meta agreed to pay $16.7 billion in a settlement with a coalition of state attorneys general led by California. The anchors also set the stage for Nvidia's earnings due out after Wednesday's close of trading — and explored what's at stake for both the AI trade and the markets overall. Ahead of Friday's keynote by Fed Chairman Warsh at the Jackson Hole Fed symposium, PCE — the Fed's preferred inflation gauge — rose more than expected in July, with Core PCE matching economists' forecasts. Also in focus: OpenAI claims its new Jalapeño chip outperforms Nvidia processors, Intuit tumbles, Bill Gates' AI warning, Mark Walter's TWG Global blasts "attacks" and denies fraud amid a federal probe. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom dig into LeBron James' mysterious $300 million loan against future earnings, plus Intuit's guidance reset, Zoom's soft outlook, and oil sliding as Iran and Oman signal reopening the Strait of Hormuz.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Wednesday, Aug. 26, 2026. #1 – From SHALE CRESCENT USA – A world-class manufacturing advantage What happens when abundant energy, major markets and manufacturing infrastructure all come together in one place? That's the case being made by Shale Crescent USA for West Virginia and the surrounding region. Ohio, West Virginia and Pennsylvania together rank as the world's third-largest natural gas-producing region. The Shale Crescent also sits within a day's drive of 170 million Americans, putting manufacturers close to both energy supplies and customers. That combination can mean shorter supply chains, lower transportation costs and reduced time moving raw materials in and finished products out. For West Virginia, it's another opportunity to turn abundant resources and a strategic location into manufacturing investment and jobs. Read more: https://shalecrescentusa.com/a-world-class-manufacturing-advantage/?utm_source=chatgpt.com #2 – From MARSHALL UNIVERSITY – Marshall's IDEA District keeps building momentum Marshall University is moving forward with its vision for a new center of innovation in Huntington. The university recently unveiled the next phase of its $300 million IDEA District, short for Impossible Doesn't Exist Anymore, with new partnerships, facilities and private-sector investment taking shape. The former Latta's building will become the IDEA Collaborative, bringing the Huntington Area Development Council, Marshall's iCenter and other partners together in one location. Plans also call for a new Med-Tech Building, while construction continues on the Institute for Cyber Security. IBM, Intuit, Alpha Innovations and DroneTrace have committed to maintaining a presence there, creating opportunities for hands-on learning, applied research and workforce development. Marshall is also working with South Korean company UNDBIO on early plans for an insulin manufacturing facility that could create 1,700 jobs. The bigger goal is to bring education, research, entrepreneurship and private industry together in one district where ideas can become companies, careers and economic growth. Read more: https://www.marshall.edu/news/2026/08/marshall-university-highlights-continued-momentum-in-idea-district-development/ #3 – From WV SBDC – Reimagining the bridal experience in Charleston After five years working in the bridal industry, Karley Morris opened Zylvie Bridal in Charleston this February with a goal of creating a more personal and inclusive experience. The boutique, named for her children Zeke and Sylvia, welcomes brides regardless of size, budget or aesthetic. Morris deliberately avoids many of the restrictions common in bridal shopping, giving customers time and individual attention to find the dress that makes them feel their best. Before opening, Morris connected with the West Virginia Small Business Development Center, where Business Coach Julia Moran helped her work through projections, budgeting, vendor relationships and marketing. The approach is working. Customers are now traveling from across West Virginia and neighboring states, with some driving three hours or more based on recommendations and social media. Read more: https://wvsbdc.com/zylvie-bridal-reimagines-wedding-dress-shopping/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.

Market update for Wednesday August 26, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:OpenAI's new Jalapeño chip and why the company says it can outperform Nvidia in certain testsNvidia's massive earnings report tonight and why expectations are so highAbercrombie's earnings beat and Intuit's disappointing outlookWhy LeBron James borrowed nearly $300 million against his future endorsement income

Iran's Deputy Foreign Minister Gharibabadi details a temporary arrangement between Iran and Oman concerning the Strait of Hormuz while asserting that reopening of the waterway hinges on the realisation of Tehran's demands, according to Press TV.European bourses are mildly firmer; Intuit -11% after disappointing guidance.USD firms against most G10s, particularly vs. high beta, though AUD and JPY lead after data.Fixed benchmarks are mixed with USTs off by a couple of ticks, whilst Bunds and Gilts move higher.Crude futures continue to soften amid positive, unconfirmed US-Iran reports.Looking ahead, highlights include US Durable Goods (Jul), PCE (Jul), GDP 2nd Estimate (Q2), Atlanta Fed GDP (Q3). Supply from the US. Earnings from NVIDIA, Salesforce & CrowdStrike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron el dato de PCE de julio previo a la reunión en Jackson Hole que cubre temas económicos y de política monetaria, y contrastaron ese panorama con el Consumer Checkpoint de Bank of America. También revisaron los resultados de Intuit, castigada en bolsa pese a superar expectativas, y el temor a que la IA generativa erosione a TurboTax y QuickBooks. Cerraron con el cierre de Mechanical Turk de Amazon y lo que revela sobre el nuevo negocio de los datos para entrenar inteligencia artificial.

US stocks rose for a third straight day as yields eased, oil fell about 3% on Iran de-escalation signals and chip stocks rebounded ahead of Nvidia's earnings. After the bell, Intuit beat expectations with 14% revenue growth and its first $20 billion-plus year, though its fiscal 2027 outlook points to slower growth.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Die Wall Street startet nahezu unverändert in den Tag. Die PCE-Preisinflation für Juli hat die Erwartungen im Wesentlichen getroffen und liefert damit zunächst keinen neuen Inflationsschock. Damit kann sich der Fokus unmittelbar auf Nvidia verlagern, die heute nach Börsenschluss Zahlen melden. Die Erwartungen sind hoch. JP Morgan rechnet mit einem Beat-and-Raise-Quartal, sieht den Umsatz bei 94 bis 95 Milliarden US-Dollar und den neuen Ausblick bei 107 bis 108 Milliarden US-Dollar. Gleichzeitig ist die Stimmung zuletzt deutlich optimistischer geworden und Short-Positionen wurden zurückgefahren mit einer entsprechend hohen Messlatte. Der Optionsmarkt preist eine Bewegung von rund 4,6 Prozent ein. Für Entspannung sorgt der Ölpreis. Brent fällt um rund drei Prozent auf etwa 86 US-Dollar, nachdem Iran und Oman Fortschritte bei einer Vereinbarung zur Öffnung der Straße von Hormus signalisiert haben. Gleichzeitig bleibt Software unter Druck. Intuit enttäuschte mit dem Umsatzausblick, und Analysten reagieren drastisch: JP Morgan stuft die Aktie von „Overweight“ auf „Neutral“ ab und kappt das Kursziel von 605 auf 331 US-Dollar. Die Bank warnt, dass sich die Risiken durch KI-Disruption inzwischen von TurboTax auf QuickBooks ausweiten. Im Einzelhandel fallen die Zahlen uneinheitlich aus. Wirklich beeindruckende Zahlen und Aussichten meldet Abercrombie, mit der Aktie entsprechend fest. Bath & Bodyworks senkt bei genauer Betrachtung die Ertragsaussichten. Bei Kohl's enttäuschen die vergleichbaren Umsätze, und es sind vor allem Zollerstattungen, die den Ertrag angefacht haben. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

On this episode of Bulture podcast:Tia Kemp calls out Mona Love after she stated on her podcast that she was offended by the idea of collaborating with Tia Kemp and talks about her comedy shows.I would have thought Ella Mai concert would be a date night, but the whole city was there.Peacock just raised its prices again, with Premium Plus now hitting $19.99 a month. It's the platform's fourth hike in four years, joining Netflix, HBO Max, Disney+ and Apple TV Plus in the streamflation trend.Basketball Wives' alum CeCe Gutierrez's group photo sparks heated debate over black men dating outside their race.Prayers up for Quality Control co-founder Pierre “P” Thomas, who has reportedly been hospitalized after suffering a heart attack and is fighting for his life.Some NFL players can now return to college football if they are released from an NFL roster, following a judge's ruling.Anthony Edwards ordered to pay his second baby mama $14K/month for a child he claims he's never met, plus take out a $2.6M life insurance policy listing her as the primary beneficiary.Yo Gotti's, Memphis restaurant Privé has raised its minimum age to 30+, years after a dadly shting outside the restaurant left 2 people d*ad and 5 others injuredKeith Lee is stepping up for Gary, Indiana, after severe storms left residents dealing with power outages, property damage, and a need for essential supplies.B Hen & Jeff Teague were lost for words when Barbee said she wants her man to pay all her bills AND $10K a month so she can comfortably shop, travel & live her life.The family of Go-Go legend Chuck Brown says it no longer supports the annual Chuck Brown Day celebration in D.C., accusing event organizers of marginalizing the family and failing to respect its role in protecting Brown's legacy.YouTube is reportedly offering top creators millions of dollars to release their content on YouTube before Netflix.The Game sends a message to Kendrick Lamar on THE DOCUMENTARY 3.NFL star Rashod Bateman arrested after allegedly smashing his ex's car windows while their 3-month-old baby was inside.DeMar DeRozan is reportedly headed to Denver after agreeing to a contract with the Nuggets.Klay Thompson is expected to sign with the Miami Heat after clearing waivers following a contract buyout with the Dallas Mavericks,Rapper No Savage is wanted by police after he allegedly stole a packet of cigarettes, candy, condoms & noodles and told the cashier, “Everything was free today... Don't do anything stupid or I'll shoot you.”Chris Brown ex-housekeeper wins right to collect cut of his tour income over $13 million debt.Lending apps like Afterpay, Klarna, and Intuit are now offering "buy now, pay later" loans for people to use on electricity, insurance, dentist visits, rent, physicals, phone service providers, water bills, taxes, and their mortgage.

In this Growth Amplifiers episode, Kenny Harper welcomes returning guest Alicia Katz Pollock of Royalwise to discuss rapid changes in QuickBooks and AI. Alicia explains how Intuit's new QuickBooks Online interface (July 2025) forced her to rewrite a 600-page QBO textbook for Questiva Consultants and revamp Royalwise's 50+ NASBA CPE-certified courses through a weekly “Great QBO Refresh.” She shares outcomes from rebuilding her curriculum in order, describes translating the training library into Spanish using AI voice technology, and highlights challenges of fast-moving AI tools, shiny-object chasing, and the risks of trusting people-pleasing LLMs for financial decisions. Alicia outlines how Royalwise's membership community and office hours help users keep up with QBO changes, notes Royalwise's BDO Alliance growth strategy award, and cites The Four Agreements as guiding principles. This video breaks down key concepts from the book Mastering Online Complete, focusing on how professionals can improve their presence during virtual meetings. Whether you are leading a team call or presenting to clients, understanding how to command attention through a screen is essential for clear communication. Kenny and Alicia discuss specific techniques for holding materials, engaging your audience, and maintaining focus while on camera. By applying the principles of Mastering Online Complete, you will see how minor adjustments in your video conference setup can lead to more professional and impactful interactions. These online communication tips are designed for anyone looking to refine their virtual presentation skills. Subscribe for weekly virtual communication breakdowns, and tell us in the comments which online presentation challenge you want us to cover next.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcNvidia earnings are coming up, and this is exactly the kind of situation where traders start convincing themselves they know what's going to happen next. But what if the better approach is to stop trying to predict the earnings reaction and simply follow what the data is telling you right now?This conversation takes a full top down look at Nvidia, starting with the overall market, then the Nasdaq, technology sector, semiconductors, and finally Nvidia itself. And the picture isn't exactly screaming “buy.” Nvidia is trading below the 10, 20, and 50 EMAs, volume has been declining, overhead resistance is sitting above price, and the semiconductor industry is showing only 18% buy signals and falling fast.There's a part in here that really hits. A company can have incredible earnings and still see its stock fall. The market doesn't simply trade the numbers. It trades expectations, fear, greed, positioning, and how investors react to the information. That's why the discussion keeps coming back to one simple idea: you don't have to know what Nvidia will do after earnings. You need to know what your plan says to do.The broader market analysis gets interesting too. SPY, Nasdaq, technology, semiconductors, energy, and healthcare are all showing very different signals. The discussion also looks at oil, bond yields, inflation concerns, and the possibility of sector rotation. Energy is showing some strength, with names like Permian Resources, Murphy Oil, and Vermilion standing out, but geopolitical risk makes the sector too unpredictable to touch right now.And then there are some great individual stock breakdowns. Sandisk shows why massive winners can eventually become dangerous when the trend changes, while Salesforce, Intuit, and CrowdStrike offer a look at some of the software names trying to recover. CrowdStrike is especially interesting because it was one of the stocks identified through the Sector Intelligence Map and produced a 4% gain during the forward test.✅ Nvidia earnings preview and full top down analysis✅ SPY, Nasdaq, technology, and semiconductor market analysis✅ Nvidia technicals, volume, EMAs, order blocks, and Fear & Greed✅ Energy sector, oil, bond yields, inflation, and sector rotation✅ Salesforce, Intuit, CrowdStrike, Sandisk, and individual stock analysisIf you've ever bought a stock right before earnings because “the numbers should be good”… this one is worth watching. Good earnings don't automatically mean a higher stock price, and sometimes the smartest trade is simply staying in cash until the trend gives you a reason to act.Video Links:https://www.youtube.com/watch?v=qWecBvicQ24https://www.youtube.com/watch?v=2F5xOmnkGfUSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Pakistani Army Chief Munir conveyed an offer to Iran, from the US, to halt the naval blockade in exchange for opening the Strait, Al Arabiya reports, citing sources. Brent Nov'26 -2.5%.Pakistan reported "significant progress" was made in high-level diplomatic talks held in Tehran.European bourses modestly gain, with strength also seen across US peers; NQ +0.6%.DXY is flat, trading around the 99.00 mark; G10s are mixed.Fixed income benchmarks are firmer, benefiting from lower energy prices; Bunds were mildly pressured on Ifo.Looking ahead, highlights include US ADP Employment Change Weekly, House Price Index (Jun), US Richmond Fed Manufacturing Index (Aug). Fed Discount Rate Minutes (Aug)., Supply from the US. Earnings from Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury sanctioned nearly 60 Iran-linked entities, people and vessels across nuclear, missile, cyber and oil networks.US President Trump is making calls to world leaders to cut economic ties with Iran and that the US expects actions from other nations and, if others do not act, the Treasury will unilaterally act.US Treasury Secretary Bessent said there will be a wave of sanctions after this, with a major financial institution expected to be sanctioned by the end of the week.Iran's Economy Minister said the country is fully prepared for the US sanctions and that they cannot cut off Iran's financial arteries.US is said to eye 7.5% China overcapacity tariffs before the Trump-Xi talks, according to multiple reports.APAC stocks were mixed following the subdued lead from Wall Street; European equity futures indicate a marginally positive cash market open.Looking ahead, highlights include German GDP Final (Q2), Ifo Expectations (Aug), US ADP Employment Change Weekly, House Price Index (Jun), US Richmond Fed Manufacturing Index (Aug). Riksbank Minutes (Aug), Fed Discount Rate Minutes (Aug)., Supply from UK, Germany and US. Earnings from Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bob Parsons is navigating his golf cart through the twisting dry dirt road of the golf course he built in the Sonoran Desert in Scottsdale, Arizona, avoiding lizards, rabbits and giant saguaros. He stops near the ninth hole, named Catfish, which overlooks a manmade lake and surrounded by three million acres of preserved land. It cost Parsons hundreds of millions of dollars to develop and renovate Scottsdale National, which has two 18-hole courses and the “Bad Little Nine,” a punishingly difficult nine-hole par-three course. He points to the center of the lake where a small black hut sits with the words “Suggestion Box” painted in white.  “This is a marvelous spot to put a suggestion box,” the 75-year-old Parsons tells Forbes. “The vent is painted on. I guess you could try.” After all, Parsons did not become a billionaire by taking other people's suggestions. He built his fortune thanks to his nonstop hustle, often working 60-plus hours straight. He sold his first company, Parsons Technology, which made personal finance and tax software, to Intuit for $64 million in 1994 (or about $165 million today). In 1997, he started domain name registrar GoDaddy and sold a 71% stake for $2.3 billion in 2011 (or $3.4 billion today). By Will Yakowicz, Forbes Staff. Learn more about your ad choices. Visit megaphone.fm/adchoices

Think PCI compliance is something you can outsource? Think again. Todd Coshow and Adam Goslin break down the biggest misconceptions about PCI DSS, from third-party payment processors and SAQs to merchant versus service provider responsibilities. Learn why outsourcing payment processing doesn't eliminate your compliance obligations, how scope really works, and why treating PCI as a one-time paperwork exercise creates unnecessary risk. This episode is essential listening for merchants, service providers, and anyone navigating PCI compliance for the first time.Episode Transcript:Now, Adam, a long time ago in a land far, far away, there was a time where you asked the question, “What is PCI?” So bring the listeners up to speed on that.Adam Goslin:Everybody gets their start somewhere, and PCI was definitely mine.I had kinda made my way up the IT management ranks. Boss comes by. Don't ask me why, he decided to print the entirety of the PCI standards, but literally drops a four-inch deck of paper on my desk and says, “Hey, we need to get compliant with this.”I'm looking at the cover page, and it says PCI on it, and I literally said, “What's PCI?”So that was my entree into the land of security and compliance.I sat there staring at this volume of information and wondering, “What the hell do I do with this? Where do I go? How do I start?” etc.It's part of why I decided to step into the space to help people, because I clearly remember just how overwhelming it felt to be looking at that much stuff, not having any clue what the hell it was, what it meant, what it's for, does it even apply to us, etc.All the way around, it was very overwhelming to step into the compliance arena not already having been initiated.TCT has, both I and TCT have kinda specialized in PCI since our inception, and the consulting work that I was doing for folks in the space, the history of the consulting practice goes back even further than PCI's existence.As we were sitting there and contemplating the types of things that organizations new to the space are facing, we decided to put together this almost like a frequently asked questions when you're getting a compliance program off the ground.Frequently asked PCI questions when you're getting a compliance program off the ground.Todd Coshow:Does PCI apply to merchants who outsource all payment processing?Adam Goslin:It's one of the common questions that I'll get.They'll be like, “Oh, well, we don't touch anything. We go ahead and outsource all of our payment stuff to blabbity-blah. That's not my problem, and PCI doesn't apply to us.”The answer is you're wrong.Companies that are not storing, processing, transmitting, or receiving cardholder data, they still are subject to the PCI DSS.One of the biggest misunderstandings is, sure, there's some technical elements of how you've done what you've done in terms of the connectivity. The devil's always in the details.If you have a merchant account that is in any way, shape, or form receiving payments via credit cards, then you too get to fill out your PCI paperwork.That's one of the biggest misunderstandings that organizations have.Honestly, a lot of the big names that have come out in the space over time, the Stripes, the Squares, the Intuits, if you will, back in the day, it was like the Wild West.“Well, I'll just go get a Stripe account, so I don't have to worry about this.”“Go process my stuff through Intuit, that way I don't have to worry about it.”The unfortunate part is that those organizations were on this mad race to get people to jump over to their platform and process their stuff via their platform, but they weren't really doing a great job with enforcing, mandating that people were actually following the PCI DSS.That kind of became a problem for a while because they were able to go in and easily turn it on, etc., and there wasn't any enforcement arm that was coming at them.

1042. Laura Adams interviews Mark Notarainni, an 18-year veteran at Intuit, to explore how integrated platforms and artificial intelligence (AI) are revolutionizing personal finance. Find out how combining tax data, credit histories, and everyday spending can help you take control of your financial life.Key Takeaways:Connecting your tax, credit, and spending data into a single ecosystem gives you a complete picture of your financial health and can improve decision-making.Credit Spark allows you to build credit history through routine payments, such as utility and cell phone bills, that typically don't get added to your credit reports.Using a tool like Card Optimizer can help you identify and claim credit card perks, such as cash back and travel rewards. Don't wait until January or April to think about your taxes. Mid-year is the perfect time to audit your bookkeeping, organize expenses, and avoid costly year-end tax surprises.Use AI as an assistant to synthesize complex financial data, find savings opportunities, and present actionable choices, but you should always maintain control over your money decisions.Discover more from Money Girl!FacebookMoney Girl NewsletterThe Money Stack NewsletterTranscripts available at QuickandDirtyTips.com.Email: Laura@LauraDAdams.com or leave a voicemail: (302) 364-0308. Hosted on Acast. See acast.com/privacy for more information.

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Welcome and Setup (01:12) - QuickBooks Live Ends (02:47) - What Makes an Expert (07:08) - Firm of the Future Article (11:03) - Who Intuit Experts Serve (13:41) - Pro Partner Matching Network (15:35) - Services Built Into QBO (17:31) - Breaking Down New Services (21:36) - Consent and Default Off (25:57) - Intelligent Onboarding (28:50) - Cross Sell and Workforce (34:18) - Do They Compete With Firms (38:16) - Marketing Toggle Recap (38:52) - Unknown Accountant Status Rules (40:17) - Overlap Services Confusion (43:52) - Onboarding Versus Suppression (45:52) - Where Controls Live (46:28) - Client Versus Firm Billing (49:55) - Expert Hub Visibility (52:51) - QuickBooks Live Rebrand (56:39) - Why Intuit Changed Course (59:42) - What To Do Now (01:05:11) - ProPartner And Suite Updates (01:06:40) - Wrap Up And Community (01:07:32) - Hosts Updates And Outro LINKSIntuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASDan's School of Bookkeeping blog on AI/Claude:Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1 The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2 How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3 Schoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:08) How Intuit's accounting software became so popular (00:11:54) What makes QuickBooks such a great business (00:19:58) Why Intuit is the worst performing stock in the S&P 500 this year (00:23:10) How to think about Intuit as either a value trap or bargain (00:36:57) Whether Intuit's TurboTax business is resistant to AI disruptions (01:11:21) Valuation discussion of Intuit (01:13:13) How to model Intuit's intrinsic value (01:14:22) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠Submit Tool⁠⁠⁠. See Shawn's financial model for Intuit. The Finance Corner: "Deep Dive Into Intuit". Business Breakdowns Podcast — Intuit (2022). Intuit's 2025 Investor Day Presentation. Intuit's 2026 latest Investor Day Presentation. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠Wix, Microsoft, Kelly Partners Group. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠⁠Fiscal.AI⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode we're at The Dead Rabbit, grabbing a pint with serial entrepreneur and operator, Bill Harris, best known as an early CEO of PayPal. Bill is a veteran FinTech executive who has also served as CEO of Intuit. He later founded Personal Capital, a digital wealth management firm that grew to manage billions in assets before being acquired - and he's now founder and CEO of Evergreen.ai, continuing to innovate in financial technology and investment management. We discuss the early days of Fintech, the gamification of the market, and what it was like working with Elon Musk. — FOLLOW US Instagram: ⁠riskreversalmedia⁠ Twitter: ⁠https://x.com/riskreversal⁠ LinkedIn: ⁠riskreversalmedia⁠ #investing #stocks #stockmarket #ApexFintechSolutions Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: ⁠https://apexfintechsolutions.com/⁠ LinkedIn: ⁠apex-fintech⁠ SUBSCRIBE: RiskReversal Pod for more from Guy and Dan: ⁠https://apple.co/3RzvgpD⁠ RiskReversal Media channel for more episodes and content: ⁠@riskreversalmedia⁠ The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.​​

Summary:In this episode, Paulette Rigo interviews Tunji Ajigbeda about the importance of financial literacy, managing money during divorce, and building a healthy financial future. They explore practical strategies, mental models, and the emotional aspects of money to help listeners improve their financial health and relationships.About Tunji:I'd like to introduce you to a man who technically retired… and then immediately decided to keep working anyway. Not because he has to – but because he genuinely loves helping people achieve their dreams. He helps people get out of debt, build financial confidence, and create long-term habits that stick. He saw a gap in our society: nobody really teaches us how to budget, save, create passive income, or build financial freedom. So he made it his mission to help fill that gap. And he practices what he preaches. He often will run scenarios on himself first before pitching a strategy to a client because he wants them to be prepared for success, not surprised. He has over 20 years of expertise. He is certified as a ProAdvisor by Intuit for QuickBooks Online. He's also a member of the American Association of Daily Money Managers — a professional organization helping businesses and individuals with day-to-day financial tasks with trust and integrity. I give you Tunji Ajigbeda with Moneycopilot, LLC.Resources:SIGN UP FOR my Better Divorce Blueprint PROGRAM: https://betterdivorceblueprint.com/bdbWEBSITE - resources for those in need of Certified Divorce Coaching and Private Mediation Services: https://betterdivorceacademy.com/SOCIAL MEDIA - bit.ly/betterdivorceacademyBuy my book and workbook: Better Divorce Blueprint https://betterdivorceblueprint.com/RESOURCES - https://betterdivorceacademy.com/reso...AUDIOBOOK FROM AUDIBLE - https://www.audible.com/pd/Better-Div...Are you looking for answers and guidance? BOOK a 30 minute assessment consultation: https://calendly.com/betterdivorceaca...#divorce #mediation #coaching #lifeafterdivorce #divorcesupport

Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:48) How Intuit's accounting software became so popular (00:12:49) What makes QuickBooks such a great business (00:20:54) Why Intuit is the worst performing stock in the S&P 500 this year (00:24:05) How to think about Intuit as either a value trap or bargain (00:38:45) Whether Intuit's TurboTax business is resistant to AI disruptions (01:17:02) Valuation discussion of Intuit (01:18:55) How to model Intuit's intrinsic value (01:20:04) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠. See Shawn's ⁠financial model for Intuit⁠. The Finance Corner: "⁠Deep Dive Into Intuit⁠". Business Breakdowns Podcast — ⁠Intuit⁠ (2022). Intuit's 2025 Investor Day ⁠Presentation⁠. Intuit's 2026 latest Investor Day ⁠Presentation⁠. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠Wix⁠, ⁠Microsoft⁠, ⁠Kelly Partners Group⁠. Follow Kyle on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠⁠Plus500⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Shopify⁠⁠ ⁠⁠Plaud References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Alicia sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Guest Intro (01:15) - Karla Role and Motivation (02:48) - Why Intuit Accountant Suite (05:38) - Feedback Shaping Features (09:52) - AI in QuickBooks Reality Check (13:01) - Fitting IAS Into Tech Stacks (16:48) - Multi Platform Vision (18:43) - Switching From QBOA to IAS (23:21) - New Features and Pricing Window (25:10) - Books Close Overview (26:13) - Books Close Workflow Details (28:53) - Templates and Firm Standards (31:42) - Co-Building With Accountants (34:31) - Client Insights Pricing (36:16) - Inside Client Insights Dashboard (38:38) - Benchmarks And Niche Trends (41:02) - Avoiding Dashboard Overload (43:38) - From Compliance To Advisory (45:22) - Real Anomaly Detection Story (47:23) - Reliability Nail The Foundations (49:56) - Staying Updated And Changelog Idea (51:35) - AI Features That Change Firms (54:14) - Lightning Round Favorites (57:00) - Myths About Intuit Listening (58:26) - Wrap Up And Whats Next LINKSIntuit Connect ON: Firm of the Futurehttps://www.firmofthefuture.com/Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/Dan & Alicia's deep dive into Books Close and IAS: uqb.show/130 Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Plus: Visa cuts headcount by about 7%. And Korean stocks tumble on doubts over AI. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew Morbitzer, VP of Corporate Development, Life360 (ASX: 360) Your standard teaser tells a buyer everything about your company and nothing about why you fit their strategy right now. When sellers expect the buyer to figure out that alignment, the deal dies on the desk. Andrew Morbitzer has led more than $2 billion in acquisitions at Intuit and GoDaddy, worked on the sell-side as an M&A advisor, and returned to the buy-side as VP of Corporate Development at Life360. What You'll Learn Why do corp dev teams default to no on inbound deals before the first conversation How banker incentives and buyer incentives point in opposite directions How to research a buyer's strategy and priorities using only public information What a realistic projection signals to a corp dev leader versus what a hockey stick signals How to apply Buyer-Led M&A™ thinking from the sell side If you're advising on deals and want a framework for how buyers actually evaluate fit, DealPilot, powered by M&A Science, has Buyer-Led M&A™ frameworks to help you pitch into the buyer's strategy instead of handing them a data sheet. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just launched the only MCP server built for Buyer-Led M&A™ — so your AI and your deal data finally work together. Connect Claude, ChatGPT, or Copilot directly to DealRoom and let your AI read your pipeline, analyze due diligence documents, and automatically write findings back.  See for yourself: dealroom.net/mcp ____________________ Episode Chapters [00:00] Introduction [07:12] Why Inbound Deals Rarely Fit [09:40] Rationalization Over Strategy [10:01] The Inbound Problem Is Not Just About Bankers [15:43] When a Bank Actually Does the Work [18:12] The Banker's Incentive Problem [20:51] How to Actually Land the Pitch [22:12] Cash Flow and Finance Partnership [24:53] First-Hand Research on the Buyer [29:42] How Detailed to Get on Value Creation [34:30] What a Misaligned Banker Actually Costs You [37:50] Cold Outreach vs. Warm Relationships [40:45] Moves That Accelerate Trust [43:07] Applying Buyer-Led M&A on the Sell Side [42:48] The Year One Mistake That Bit Us [46:12] Assessing Culture Fit Before Close

Dean Guida started Infragistics at 23 to build UX/UI tools for professional software developers. Thirty-seven years later, the company operates across six countries, its software is used by more than two million developers, and its customers span the entire S&P 500—including Fidelity, Morgan Stanley, Exxon, Intuit, and Bank of America. But AI can now generate functional software in minutes. So what prevents a company like Infragistics from becoming obsolete? I wanted to understand which parts of software AI will commoditize, where lasting competitive moats will still exist, and why Dean believes the idea that software is disappearing has been dramatically oversold. We also talk about how he built a multi-8-figure company without outside capital, why he might raise money if he started again today, and what founders need to build once grit alone is no longer enough to scale.   Watch on YouTube: https://youtu.be/3hogPdPFiX8     Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook

Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Introductions (01:12) - Why Now You Know (02:58) - Community News Roundup (05:11) - Intuit Connect Details (05:41) - Product Improvements Poll (06:54) - Speed Issues and Router Tips (08:17) - Meaningful Improvements Wish List (10:34) - Bank Feed Matching Updates (13:54) - Dashboard and Shortcuts (16:18) - Reports and Sign In Changes (18:11) - AI Plus HI Services (19:39) - Accountants as Customers (22:35) - Intuit Experts Guardrails (27:47) - Auto On Billing Concerns (28:49) - Bank Feeds Expert Review (30:34) - Pricing Data Access Questions (32:34) - Accountant Suite Adoption Poll (34:13) - Multi Tab Workflow Upgrade (35:48) - Unified Inbox Portal (41:37) - Accelerate Firm Insights (45:35) - Accelerate Pricing Books Close (46:58) - Resources Training Wrap Up LINKSHandout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdfSign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Useful IAS resources:https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdfhttps://quickbooks.intuit.com/accountants/intuit-accountant-suite/https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Why More Sales Won't Fix a Broken Business with Doug C. Brown   Find Rocky Lalvani @ www.ProfitComesFirst.com  or email him at rocky@profitcomesfirst.com Make more, work less video: https://youtu.be/   You had a strong year by every number that shows up on a dashboard. Revenue up. Team growing. More clients. And you still moved money around to make payroll, or woke up at 3am doing math that did not add up. This is not bad luck. It is what happens when a business is built on revenue logic instead of profit math, and the gap between what comes in and what goes out is not being measured, tracked, or managed.  Doug C. Brown has been inside 37 companies, generated more than $1 billion in revenue, and personally left more than $50 million on the table before he stopped chasing sales and started running the formula. In this episode, he and Rocky work through the math, the mindset, and the mechanics that separate owners who build real wealth from owners who just get busier.   In This Episode: Why most business owners are visionaries who were never taught to run the enterprise around their craft The 13% margin math: why a $100,000 revenue loss requires $760,000 to recover How denial keeps owners in the cash crisis even after the warning signs appear What a recession plan needs to include before the crisis hits Why predatory short-term loans turn a 3-month problem into a 2-year problem How to read the balance sheet as a wealth instrument, not a compliance document The budget-and-checkpoint framework for killing bad bets before they drain you   Key Takeaways: Money in plus money out equals a result, and that result equals the quality of life for everyone who depends on your business. At 13% margin, a $100,000 revenue loss requires $760,000 in new sales to break even. Most owners never run that math. Build the recession plan before you need it. When the emotion hits, you execute the plan instead of making reactive decisions that deepen the hole. The P&L tells you last period's health. The balance sheet tells you where wealth is actually accumulating. Most owners never look at the changes between two balance sheets. Set a budget, give the initiative a defined runway, hold a checkpoint, and be willing to pull the plug. Most owners keep trying things until they run out of money.   About Doug Brown: Doug C. Brown is a revenue growth advisor with over 30 years of experience helping founder-led companies uncover hidden profit, improve margins, and capture cash already inside the business. Over his career, he has generated more than $1 billion in revenue, delivered a $17 million turnaround at Intuit, produced $14 million in one year for Tony Robbins' Business Breakthroughs International, and helped companies grow from $3.5 million to successful exits at 5x revenue. Doug has worked with Fortune 500 brands, national companies, and more than 200 founder-led businesses across industries including manufacturing, healthcare, technology, and professional services. He is also the host of the CEO Sales Strategies Podcast, ranked in the top 2.5% globally, where he shares insights on revenue growth, profit improvement, and business scalability.  Link to prior episode - https://profitcomesfirst.com/ep-280-how-to-solve-the-real-problem-killing-your-profit-with-doug-c-brown/   Links: YouTube: https://www.youtube.com/@dougcbrown    Facebook: https://www.facebook.com/Dougcbrown123/   LinkedIn: https://www.linkedin.com/in/dougbrown123/   Instagram: https://www.instagram.com/dougcbrown_/   Twitter: https://twitter.com/dougcbrown123   Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page  Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.        

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are rapidly adopting AI research tools, and how firms are using AI to automate month-end close and revenue recognition. They also cover NASBA's response to criticism, Intuit's renewed focus on accountants, and the implications of private equity and a shifting work culture for the future of accounting firms.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - AI Tax Research Surge (00:23) - Show Intro and Lead Story (02:11) - AI Receipt Fraud Explodes (04:42) - Fraud Types and Detection (06:32) - Vibe Coding Goes Mainstream (10:19) - Claude for Rev Rec Workpapers (11:48) - NASBA Letter Follow Up (17:38) - Earmark CPE and New Audit Show (20:08) - Intuit Courts Accountants (23:04) - AI in Tax and IRS Guidance (28:45) - Hourly Billing Debate (29:10) - Disclosing AI Use (29:36) - NASBA Free Speech Question (31:34) - Customer Focus vs Regulation (35:52) - AI Close Tools Meridian (37:38) - DIY Agents for Accounting (39:20) - Claude Builds Rev Rec (44:46) - Eide Bailly Takes PE (48:06) - Big Firms Losing Control (53:01) - PE Meets Culture Shift (53:55) - Wrap Up CPE and Pricing  Show NotesUse of AI receipts in expense fraud soarshttps://www.accountingtoday.com/news/use-of-ai-receipts-in-expense-fraud-soarsThe future of the ecosystem: Is everyone a developer now?https://devblog.xero.com/the-future-of-the-ecosystem-is-everyone-a-developer-now-f3899ddf0b24Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Yearhttps://www.cpa.com/news/blue-j-and-cpacom-survey-finds-ai-adoption-among-tax-firms-has-nearly-doubled-one-yearIRS rolls out introductory AI guidelines for tax practitionershttps://www.accountingtoday.com/news/irs-rolls-out-introductory-ai-guidelines-for-tax-practitionersIRS electronic tax advisory committee recommends AI and preparer safeguardshttps://www.accountingtoday.com/news/irs-electronic-tax-advisory-committee-recommends-ai-and-preparer-safeguardsThe end of hourly billing Ignition's 2025 benchmark signals pricing shift for firmshttps://www.ignitionapp.com/news/the-end-of-hourly-billing-ignitions-2025-benchmark-signals-pricing-shift-for-firmsIntuit CEO to accountants You are the customer not a channelhttps://www.accountingtoday.com/news/intuit-ceo-to-accountants-you-are-the-customer-not-a-channelPilot Launches Meridian The AI Platform That Fully Closes the Books for Accounting Firmshttps://www.globenewswire.com/news-release/2026/06/16/3312500/0/en/pilot-launches-meridian-the-ai-platform-that-fully-closes-the-books-for-accounting-firms.htmlKinter.ai Launches Agentic AI Accountants to Automate The Financial Closehttps://www.prnewswire.com/news-releases/kinterai-launches-agentic-ai-accountants-to-automate-the-financial-close-302807330.htmlEide Bailly Advances Growth Strategy and Client Service Commitment Through Investment from Reverence Capital Partnershttps://www.eidebailly.com/insights/firm-news/2026/reverence-capital-partners-investmentWith 1.8 Billion Dollar Deal Eide Bailly Set for Explosive Growthhttps://cpatrendlines.com/2026/06/25/with-1-8-billion-deal-eide-bailly-set-for-explosive-growth/Losing Control The Erosion of Disciplinary and Pastoral Power in Accounting Firmshttps://onlinelibrary.wiley.com/doi/10.1111/1911-3846.70028Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher:

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Peter Ross as guest to the show.   About Peter Ross, Co-Founder & CEO of Senior Helpers®:   Peter Ross is the CEO and Co-Founder of Senior Helpers®, a leading national provider of in-home senior care, a role he has held since 2006. He is also the CEO and Founder of Town Square Franchising, launched in 2018, which focuses on innovative adult day services and supportive care experiences for older adults and families.   Peter has been a longtime leader in the home care and healthcare industries, having served on the Board of Directors for the Home Care Association of America from 2008 through 2021, including as Board President from 2013 to 2020. He is a current CEO Member of the Healthcare Leadership Council in Washington, D.C., and previously served as CEO and Co-Founder of Doctors Express Urgent Care. His broader leadership background includes executive roles with ADP, Ernst & Young, and Intuit, as well as board service with the New England Conservatory of Music and From the Top.   About Senior Helpers®:   Senior Helpers® is the nation's premier provider of in-home, non-medical senior care services, offering specialized support for individuals living with Alzheimer's disease, dementia, Parkinson's disease, and other conditions, as well as personal care and companion care for those who need assistance with daily activities. Their services are flexible and completely customizable, allowing each personalized care plan to combine different aspects of their care offerings based on the individual needs of each client.   When a family first contacts a Senior Helpers office, the process begins with a complimentary initial assessment in the client's home to better understand their needs and develop an individualized care plan. When needed, a qualified staff member, social worker, or registered nurse may conduct a more detailed assessment, depending on state regulations, to further guide the care plan. This assessment is then used in the caregiver matching process to help select the most appropriate caregiver for each client.   Senior Helpers® also elevates its care through three key programs: the proprietary LIFE Profile assessment tool, the Senior Gems® program, and the Senior Helpers Center of Excellence training spaces. LIFE Profile is a research-based technology tool that uses data to help identify a client's risk of hospitalization. Senior Gems® provides effective strategies for supporting and caring for loved ones from normal aging through late-stage dementia, focusing on what is precious and unique about each senior at every stage.   The Senior Helpers® Center of Excellence is a training space designed to simulate a client's home, allowing caregivers to learn in a real-world environment and demonstrate their ability to provide the highest quality care in the home setting.