Podcasts about invested

In this episode, a16z general partner Bryan Kim joins TBPN hosts John Coogan and Jordi Hays to discuss the recent launch of Cluely , a consumer AI product. The conversation covers early traction, evaluating distribution and momentum, and how investors assess go-to-market strategies in emerging AI applications. Resources: Find Bryan on X: https://x.com/kirbyman01Watch TBPN: https://www.tbpn.com/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

The invisible threat that could derail your financial freedom — and how to protect yourself before it’s too late. In this real and raw episode of Get Invested, Bushy Martin opens up the conversation on one of the greatest unspoken risks to financial independence: relationship breakdown. Through a raw recount of his own divorce and the decades-long impact it had on his family, health and finances, Bushy highlights why love alone isn’t always enough to safeguard your future. He’s joined by Ian Macleod from RP Emery, a seasoned legal publishing professional who helps couples create clear, fair, and legally binding Binding Financial Agreements (BFAs)—without the stress or cost of traditional law firms. Together, they explore why BFAs are not about planning for failure, but about preserving trust, protecting assets, and preventing emotional and financial devastation. From the monkey jar analogy to plain-English contracts, Ian and Bushy reveal how proactive agreements can be the difference between long-term freedom and years of financial regret. In this episode, you’ll discover: The shocking stats behind divorce and its financial fallout Why long-term property plans are vulnerable to relationship breakdown How BFAs work to protect both parties — and why they’re a sign of trust, not distrust How Ian Macleod helps couples create simple, understandable legal agreements Why taking action while in love is the best investment in your future Stay tuned for Part 2, where Bushy and Ian unpack BFAs for couples navigating separation and how to stay out of the courtroom. About Ian Macleod: Ian is the founder of RP Emery, a legal publishing company that bridges the gap between couples and complex legal systems. With 15+ years of experience, Ian empowers couples to craft mutually beneficial financial agreements that avoid the cost and conflict of court. His mission: protect relationships, finances, and freedom through plain-English, legally sound solutions. Get your copy of the free ebook "Living Together and Your Financial Future”: https://rpemery.com.au/safe/living-together-your-financial-future.pdf Find Ian and RP Emery’s financial agreements at https://financialagreements.com.au Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Book a personal solutions session with Bushy to go deeper on your specific property needs or challenges Continue the discussion with likeminded investors and experts on The Property Hub Collective Facebook group Get a copy of Bushy's book, Get Invested, for FREE, and find out what it takes for you to invest in living more, working less Get all Property Hub info here linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com.See omnystudio.com/listener for privacy information.

In this episode of The Deal, Alex Rodriguez and Jason Kelly talk with David Blitzer, Blackstone’s chairman and the co-founder of Harris Blitzer Sports & Entertainment, about how his teams use data and analytics to improve fan experience. In this conversation, which was taped in front of an audience at the MIT Sloan Sports Analytics Conference, Blitzer tells the hosts how a “failed athlete” came to be the first person to own teams in all five major American sports leagues, what he’s doing to invest in the “massively fragmented” world of youth sports and why having a favorite sports team is like having a favorite child. See omnystudio.com/listener for privacy information.

Can you really raise millions of dollars for diverse asset classes—using only LinkedIn? In this game-changing episode, Nick Stromwall shares how he raised over $6 million in just two years, built a presence that attracts capital daily, and positioned himself across multifamily, industrial, and oil & gas investments. He unpacks the simple content strategies that built trust fast, the mindset shift that helped him start without a big track record, and why he believes clarity and speed are the ultimate power moves in capital raising. If you're an investor or entrepreneur looking to scale your influence and inflows, this episode is your blueprint. 5 Key Takeaways from Nick Stromwall's Episode:LinkedIn as a Capital Machine: Nick consistently raised millions using daily content that built credibility, created conversations, and attracted inbound interest.No Website? No Problem. He proved you don't need fancy marketing assets to raise capital—you just need consistency, clarity, and a genuine message.Clarity Drives Connection: His success came from clearly communicating who he helps, what he invests in, and what kind of partner he's looking for.Diversified Investment Strategy: Nick participates in multifamily, industrial, and oil & gas deals, using joint ventures and LP positions to diversify his portfolio.Speed Creates Momentum: His advice: Don't wait to be perfect—start fast, iterate in public, and refine as you grow. Action beats hesitation every time.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

In this week's episode, Nathan Birch reflects on the sacrifices he made early in his property journey, and what it really takes to build wealth in today's market. Alongside him is Anuj, one of B.Invested's IR team, who opens up about his personal transformation, from working as a real estate agent to becoming a buyers agent. He shares what triggered the switch, the differences he's seen from both sides of the industry, and why he now helps everyday Aussies invest smarter. Whether you're just starting or scaling your portfolio, this episode gives you a raw look at the mindset, strategy, and inside knowledge that drives real results. 00:55 – Nathan reflects on turning 40 and shares his mindset around aging, goals, and purpose. 03:25 – Talks about sacrifice, delayed gratification, and going without to build wealth early. 11:45 – Recalls buying property in Sydney's west for $60k–$100k and what those are worth today. 15:19 – Securing a first home for a buyer in just one phone call. 16:31 – Why emotional buyers struggle with investment decisions. 18:10 – Breaks down the shift from growth-focused investing to cash flow and legacy-building. 19:07 – Seeing clients go from zero to five properties in months. 20:36 – Why most B.Invested clients are open about their finances. 21:14 – Real estate agents rarely ask about long-term goals—why that's a problem.

AI literacy in the workplace must evolve into AI fluency—and fast. That's the message from Sri Krishnamurthy, fintech and data science educator and founder of QuantUniversity. In this episode of Invested at Work, host Rodney Bolden speaks with Sri about the many forms AI is taking today—and what they mean for the future of workplace benefits. From anticipating employee needs to delivering personalized financial support, AI has the potential to improve benefits uptake and engagement. But concerns around data, privacy and trust remain. Sri shares what companies can do to adopt AI responsibly and help build confidence with their teams. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit QuantUniversity.com to learn more about Sri's work with QuantUniversity. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc. The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.Morgan Stanley at Work services are provided by wholly owned subsidiaries of Morgan Stanley.Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.CRC 4431135 05/2025

Is motivation holding you back from achieving real wealth through property? Here’s the truth no one talks about — motivation is unreliable. In this solo episode, property investor, founder, author and educator Bushy Martin pulls back the curtain on the one habit that separates successful investors from the rest: forced consistency. Drawing from cutting-edge neuroscience, real-life case studies, and decades of experience in property, Bushy challenges the myth that motivation drives success. Instead, you’ll discover: Why your nervous system doesn’t care about your goals—but responds powerfully to repeated action How consistency literally rewires your brain for long-term success The surprising compound effect of doing the boring, hard things daily Practical strategies to systemise your investment process, stay on track, and thrive when others fold Whether you’re just starting out or scaling a portfolio, this is your wake-up call to stop waiting for the ‘right time’ — and start showing up, consistently. Support The Frenchman On The Run!

Hey fam! Today we are sharing with you an episode with Deidre from Capsho that we released last year. As we've been talking lots about monetization, strategy and how to scale your business offer on Business Creator Club (BTW, you haven't joined us yet?! Just click here -> https://businesscreator.club/) we thought this would be the perfect episode for today. Enjoy! We will be discussing a new massive opportunity to monetize (even if you have no offer!)

The next trllion dollar industry is being born in front of our very eyes. Opprtunity knocks when you see projects building the infrastructure behind AI Agents that have low valuations. By allowing agents to trust each other and providing a paymen network for trillions of dollars, this crypto project could become a household name very soon.

Terence Hove of Exness discusses how the markets moved today, looking at the rand, the gold price, PGMs, the JSE hitting new highs – and where to from here? SAfm Market Update - Podcasts and live stream

In this episode, Scott Becker reflects on NVIDIA’s meteoric rise to a $3.5 trillion market cap.

HR3 - Ted gives his thoughts after sitting through the final day of Patriots minicamp. Stefon Diggs met with the media for the first time since the viral boat video, is he fully invested in the Patriots? Finally, there are three marquee NFL players that are holding out of their teams minicamps in search of a new contract. Should the Patriots pursue one of the stars.

In this episode, Rachel introduces brand new National Western Stock Show CEO Wes Allison. You guys, he gave us a huge scoop on a new event that will be in Denver in 2026. Swoon!Rachel also talks agriculture education (hi, Karval FFA!).This episode is brought to you by Adam Rose at Illiff Custom Cabinetry. Find him on The Facebook, man.Don't forget to check your cows, check your fields, and check your neighbors. It matters. Hats off to my classmates who gathered over the weekend to lay a good one to rest after he died too young at his own hand. This is too important to ignore, guys. Too. Damn. Important.

Rebecca O'Connell, Head of Middle Market Corporate Banking and New York City Regional President at Citizens Bank, discusses Citizens' strategic expansion into the NYC … Read More

In this episode, Scott Becker reflects on NVIDIA’s meteoric rise to a $3.5 trillion market cap.

We're bringing back this episode of Think Smart with TMFG, where Rob McClelland and Mike Connon take a hard look at a common pitfall in Canadian investing: home bias. With many portfolios allocating around 50% to Canadian equities—despite Canada making up just 2.6% of the global market—they unpack why this imbalance could be holding investors back. Rob and Mike explore the risks of overconcentration, especially with Canadian banks dominating so many portfolios. They compare historical returns across global markets, including the U.S. S&P 500, and highlight how major pension plans keep Canadian exposure as low as 4%. From tax efficiency to better global diversification, they lay out why broadening your investment horizon might lead to better outcomes. If you're rethinking your portfolio—or just curious about what the big institutions are doing differently—this episode is worth another listen.

Dr. Gee is joined by his daughter, Lexi Gee, to discuss the depth of Black womanhood in the film version of Wicked. Lexi brings a wealth of story and cultural criticism to topic as she has recently been appointed the Curator of Stories position at The Center for Black Excellence and Culture. Hear about how she is establishing the library and reading room in the Center, and especially how it will impact Black children. Find out the racial significance of the film version of Wicked by casting a Black woman in the role of Elphaba and how the connection to her green skin becomes more relevant. Lexi explains why Black woman are able to identify so much with the character of Elphaba, and in particular how Cynthia Erivo invested her Black womanhood into the role. The main female friendship dynamic is explored with their differences and bonds.  alexgee.com Support the Show: patreon.com/blacklikeme Join the Black Like Me Listener Community Facebook Group

On this episode of Fully Invested, Ropes & Gray asset management partner Jessica Marlin and capital markets counsel Marc Rotter discuss '34 Act Registered Private Funds. These funds register under the Securities Exchange Act of 1934 and disclose information publicly, while remaining exempt from the Investment Company Act of 1940. Jessica and Marc explore the funds' features and differences in comparison to traditional private funds.

Michael Hoffmann, also known as “Mr. Passive,” is a real estate investor, vending entrepreneur, and advocate for time freedom through smart investing. Starting from humble beginnings in rural Iowa and a 60-hour-a-week coaching job, Mike leveraged a $70,000 fixer-upper into a thriving portfolio—including real estate, vending machines, e-commerce, and Bitcoin mining. He now teaches others how to create scalable passive income using creativity, trends, and delegation.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Mike started his investing journey with a $1,200/month salary and turned a small rental into a life of financial flexibility. He follows a 30-60-90 rule to make every investment passive within the first 90 days. Vending routes and unattended retail offer high-margin, scalable passive income opportunities beyond traditional real estate. He uses trends and automation—like AI-based vending—to identify untapped markets. Asset flexibility and time buyback are central to his investment philosophy.     Topics From $1,200 a Month to Passive Investor Started in college athletics making just $1,200/month while working 60+ hours per week. Bought a $70K turnkey rental and later scaled through 1031 exchanges. Focused early on delegating property management to stay hands-off. Creative Wealth-Building with Real Estate Leveraged 1% rule and capital gains to buy a condo, then pivoted to short-term rentals in high-growth areas. Built and rented out an ADU in Oregon to double rental income from a single lot. Invested in land outside city limits and is developing duplexes permitted as townhomes for long-term flexibility. Unattended Retail: The 21st Century Lemonade Stand Owns 100+ vending machine locations generating $100K/month. Transitioned from old-school machines to smart, AI-enabled retail kiosks offering allergy meds, protein bars, and over-the-counter products. Hires route operators from the gig economy and uses GMs to stay completely passive in the business. Passive Income Across Asset Classes Invests in Bitcoin mining, e-commerce, and unattended markets. Believes in analyzing trends and entering where customer needs are evolving. Inspired by a vending machine experience at an airport that charged $3 for water—realized someone was profiting while he was grinding.    

What does it take to push beyond limits—physically, mentally, and financially? Today’s guest proves that the same grit that conquers mountains can also conquer the property game. In this powerful episode of Get Invested, Bushy Martin is joined once again by Eddie Tchigique—aka Eddie the Frenchman—an extreme endurance athlete whose upcoming mission is nothing short of monumental: a solo, record-breaking 3,900km run across Australia from Cottesloe Beach in WA to Bondi Beach in NSW. But Eddie’s story is about far more than athletic feats. It’s about building an unbreakable mindset—one forged through discomfort, discipline and sheer determination. Having previously climbed two of the world’s deadliest peaks—Aconcagua in Argentina and Denali in Alaska—Eddie knows what it takes to go the distance, and he’s here to show you how those same principles apply directly to your property investment journey. Together, Bushy and Eddie unpack the endurance mindset—why true, sustainable success (in property or life) comes not from shortcuts, but from consistency, resilience and the willingness to push through when every fibre of your being says quit. If you’re serious about building wealth through property and living by design, this conversation will inspire you to run your own race with unwavering resolve. Support Eddie's mission

The Gorilla Position podcast returns and this week the boys are not holding back! After another so-so week of WWE TV, JD, Mekz and The Man They Call Skillit chat through what's missing from the product right now and make predictions ahead of this weekend's Money in the Bank in Los Angeles. Elsewhere, the lads discuss the shocking release of R-Truth and what headlines he could create with his next move, questions around the Money in the Bank gimmick outstaying its welcome, further thoughts on John Cena's heel turn, and how YEET-ing is actually ruining Jey Uso promos! Download the Gorilla Position podcast NOW using the link below to get your weekly fix of all things WWE. JD and the team LOVE hearing from you so keep your emails coming in: helloyou@wwegp.co.uk Hot topics on this week's show:

Employee stock purchase plans (ESPPs) aren't just a workplace perk; they're a wealth-building tool with the potential to change lives. That's according to Aaron Shapiro, founder and CEO of Carver Edison, a financial technology company focused on improving employee stock ownership programs. The catch? Employees have to be able to afford to participate—and now they can. Carver Edison and its core technology, Cashless Participation, allows employees to participate in ESPPs without having deductions from their pay. The idea was born out of a challenging conversation Aaron had with his mom. She was a longtime employee at a health insurance company and needed help to make her money grow. Aaron explored her options and realized that by not being able to participate in her company's ESPP, she had missed out on over a million dollars over the course of 10 years. Aaron knew she wasn't alone. So, he and his team developed a solution. Host Rodney Bolden and Aaron discuss the advantage that total rewards leaders and chief human resource officers, or CHROs, have when employees can afford to participate in ESPPs, and how participation has the potential to turn into more engagement, higher retention and greater employee satisfaction, which could also increase enterprise value for shareholders. They discuss how helping unlock equity ownership could help improve someone's quality of life. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit CarverEdison.com to learn more about Aaron's work with Carver Edison. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.Morgan Stanley and Carver Edison are not affiliated and this presentation should not be treated as an endorsement of Carver Edison or its products and services. This material has been prepared for informational purposes only. The views, opinions or advice contained within this presentation are solely those of the presenter, who is not affiliated with Morgan Stanley, and do not necessarily reflect those of Morgan Stanley or its affiliates. Morgan Stanley makes no representation regarding the accuracy of any statements made by the presenter. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.This material may provide the addresses of, or contain hyperlinks to, websites. Morgan Stanley is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.Morgan Stanley at Work services are provided by wholly owned subsidiaries of Morgan Stanley.© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.CRC# 4316908 04/2025

84% of Aussie property owners are underinsured — are you one of them? In this must-hear episode of Get Invested, Bushy Martin continues the conversation with leading property depreciation expert Mike Mortlock—and uncovers a silent crisis that’s putting thousands of Aussie investors at serious financial risk. Mike—co-founder of MCG Quantity Surveyors and Australia’s go-to authority on depreciation deductions—returns to reveal that most property owners are underinsured. What does that mean for you? If disaster strikes, you could be left hundreds of thousands of dollars out of pocket. In Part 2 of their insightful chat, Bushy and Mike go beyond depreciation and dig into the numbers behind successful property investing. Plus, Mike shares his latest insights from the frontlines of property and construction—and explains why smart investors are starting to treat insurance as part of their strategy, not just a checkbox. If you own property or invest in property, this episode could save you from a six-figure mistake. Get in touch with Mike Mortlock www.mcgqs.com.au Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Book a personal solutions session with Bushy to go deeper on your specific property needs or challenges Continue the discussion with likeminded investors and experts on The Property Hub Collective Facebook group Get a copy of Bushy's book, Get Invested, for FREE, and find out what it takes for you to invest in living more, working less Get all Property Hub info here linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com.See omnystudio.com/listener for privacy information.

ProFootballTalk NFL insider, Myles Simmons joins Cofield & Company to discuss Aaron Rodgers' latest comments on his future going into the 2025 NFL season, detail why NFL teams can't have a full quarter back competition with more than three quarterbacks involved, and review Ja'Marr Chase's skeptical comments on competing in flag football in the 2028 Los Angeles Olympics. Las Vegas Review-Journal columnist, Adam Hill joins Cofield & Co. to talk about the Las Vegas Raiders agreeing to a four-year, $15.8 million contract extension with punter AJ Cole, preview the Raiders' biggest position battle leading up to training camp, and give his thoughts on Joe Burrow's complaints about the Cincinnati Bengals' 2025 schedule.

Following up with leads doesn't have to feel awkward, exhausting, or like a full-time job. When you've got the right system in place, it can run smoothly, and still feel personal.In this final episode of the Interested to Invested series on She Thinks Big, we're going beyond templates and one-off follow-up emails. You'll learn how to automate your follow-up process without sacrificing the human connection that actually moves leads forward.I'll walk you through my value readiness matrix to help you prioritize the right leads, show you how to set up a follow-up system that runs on autopilot, and share the exact tools and phases I use (and teach) to make it all work behind the scenes, without burnout.Whether you're still tracking leads in a spreadsheet or ready to fully automate, this episode will help you build a follow-up system that actually converts.3:35 – Quick recap of parts one and two of the Interested to Invested series5:49 – How to use the value readiness matrix to prioritize your follow-ups8:41 – The 3 Cs of a strong follow-up system: Capture, Calendar, and Content10:38 – What it looks like to automate in phases—foundation to full automation12:57 – Metrics to track so you know what's working (and what's not)13:57 – How to review, tweak, and continuously improve your systemMentioned In Interested to Invested: Automate Follow-Up That Still Feels PersonalFathom AI NotetakerHubSpot | Pipedrive | TrelloClickUp | Zapier | Kit (formerly ConvertKit)She Thinks Big by Andrea LiebrossInterested to Invested Workshop BundleAndrea's Links | Get Andrea's Newsletter | Book a Call With Andrea Andrea on LinkedIn, Instagram, and FacebookDisclaimer: Some of the links in this description are affiliate links, which means I may earn a small commission if you choose to purchase at no extra cost to you.You don't need is another endless list of ideas or tools or generic advice, what you do need is personalized clarity. Well, good news. I've created something just for you, my brand-new quiz called, Are You Ready to Scale Big? Pinpoint exactly where you are in your entrepreneurial journey and get the customized guidance you need to unlock your next big step at andrealiebross.com/quiz.

In this episode of the Faces of the Future Podcast the guys are back with a Memorial Day Weekend Podcast Episode. In this episode the guys debate over what network made better cartoons between Nickelodeon vs Cartoon Network. They go over the charges brought against BYU's starting quarterback, they react to the President trying to deny international students enrolling in Harvard, they give their thoughts on the one of America's biggest plantation burning down, plus more.

After you listen:Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently.Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward.In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel, a senior wealth advisor at Schwab, to examine the scope of an investor's communication with their financial advisor. She emphasizes the importance of understanding clients' financial situations, building trust, and maintaining open communication. Throughout their discussion, they cover both the data-driven and emotional aspects of portfolio managment, offering insights into strengthening the dynamic with a professional advisor.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Schwab does not recommend the use of technical analysis as a sole means of investment research.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. ​Neither the tax-loss harvesting strategy, nor any discussion herein, is intended as tax advice and Charles Schwab & Co. does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service (IRS) website at www.irs.gov about the consequences of tax-loss harvesting.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0525-03FK)

Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. This episode looks at the lessons that we should ignore from Buffett.You can find the full article here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.We always have market sceptics (including us at times) declare that there will be inevitable bear markets. However, we've had significant economic and social disruption in the form of a pandemic, and the volatility and uncertainty of President Trump. Still, the market continues to rise. In Mark's latest column, he has explored the reasons for why the market continues to rise, and whether the trend will continue. Stock market participants can broadly be split into two camps: investors and speculators. In the next edition of Bookworm, Joseph shows how Warren Buffett's teacher Benjamin Graham distinguished between the two in a single paragraph of text. He also poses a question that every budding investor should ask themselves, and shares his view on a five word approach to markets that Graham recommended. Shani's last edition of her column looked at a tax targeting super accounts over $3 million. In this edition, she broadens the lens. Australia has a National Financial Capability Strategy, but it is inactive. She runs through the dire impacts that putting financial literacy on the backburner can have on Aussies. She writes an open letter to the newly re-elected Government, urging an immediate focus on improving financial literacy. 60% of Aussies report not feeling confident about managing their own retirement. The relationship between you and your super fund might end up being one of the longest relationships you'll ever have. And just like life, you're at liberty to chop and change as you go. But much like picking a good partner, who you start with matters. In this week's Young & Invested, Sim explores some of the things you should consider when picking between super funds. Hosted on Acast. See acast.com/privacy for more information.

Robert Daigle on Why He Invested in Upper LafayetteOriginally recorded in October 2013 /Aired on Upper Lafayette On the Move This episode of Discover Lafayette takes us back to an insightful conversation with the late Robert Daigle, the visionary managing partner of River Ranch Development Company and the developer of the Village of River Ranch, a 320-acre traditional neighborhood development that reshaped residential life in Lafayette. In October 2013, Robert addressed an Upper Lafayette Economic Development Foundation meeting to share why he and his team chose to invest in the northern part of Lafayette Parish—an area traditionally overlooked but ripe with potential. His message, filled with clarity and foresight, remains strikingly relevant today as growth continues to expand beyond I-10. David Welch, Robert Daigle, Jan Swift, and Lewis Stirling at an Upper Lafayette Economic Development Foundation meeting in 2013. Robert's personal connection to Upper Lafayette, having grown up on Louisiana Avenue across from the municipal golf course, sparked his early interest. But sentiment alone didn't drive his decision. He outlined six strategic reasons that led to the launch of Couret Farms, a smart growth community designed to meet the needs of a modern workforce and lifestyle needs in the northern part of Lafayette Parish: Job Growth – Post-hurricane recovery and shifting insurance priorities led to a surge in businesses relocating north of I-10. Proximity to job centers, including major employers like Halliburton, made Upper Lafayette a natural location for residential development. Real Estate Value – With South Lafayette experiencing saturation and skyrocketing prices, the undeveloped, high, and beautiful land in Upper Lafayette offered both affordability and opportunity. Lack of Competition – As with River Ranch, Daigle sought to create a unique offering. At the time, Upper Lafayette had no smart growth communities, positioning Couret Farms as the only game in town. Community Support – Daigle emphasized the importance of being "wanted." In Carencro, support from Mayor Glenn Brasseaux and a cooperative endeavor to extend utilities exemplified the kind of local partnership he considered essential to success. Access to Retail and Services – Developments flourish when services and shopping are nearby. Daigle cited the Target center and Super 1 Foods as game-changing additions that signaled a tipping point for further investment. Public Education – The long-standing challenge of underperforming schools in Upper Lafayette had been a deterrent. But the winds of change were blowing. Daigle's commitment to establishing a charter school within Couret Farms showed his belief that quality education is not just a necessity—but a catalyst for community transformation. Robert Daigle breaking ground at Couret Farms, along with Kevin Hawkins and Bobby Hines. Robert closed his talk by urging the community to prioritize education reform, emphasizing that the future of Upper Lafayette hinged on the success of its schools. His legacy continues to inspire development rooted in thoughtful planning, civic cooperation, and long-term community investment. This timeless interview reminds us that true visionaries see not just what is, but what could be—and are willing to take the arrows that come with being pioneers.

Think tax depreciation is boring? Think again—because this overlooked strategy could be the key to unlocking thousands in cash flow and boosting your property portfolio’s performance. In this episode of Get Invested, Bushy Martin welcomes back the master of numbers and depreciation deductions, Mike Mortlock—co-founder and Managing Director of MCG Quantity Surveyors. Known for turning spreadsheets into goldmines for investors, Mike unpacks how to legally and smartly maximise your property deductions before the ATO comes knocking. Together, Bushy and Mike dive into: Where savvy investors are actually buying now, based on real data (not podcast hype) What the ATO is watching this tax season—and how to avoid common deduction mistakes The most commonly missed depreciation claims and their hidden capital gains impacts New builds vs. existing homes: what really stacks up from a depreciation standpoint The real story behind rising construction costs, insurance headaches, and the government’s 1.2 million homes target The Insta Buyers Agent explosion—why some might be leading you astray Post-election policy impacts and what they mean for your next property move Mike also gives his insider’s view as a PIPA board member and shares his predictions for the biggest property opportunities (and red flags) investors need to be aware of in the coming years. If you’re serious about optimising your investment cash flow and staying ahead of the tax man, this is an episode you can’t afford to miss. Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Book a personal solutions session with Bushy to go deeper on your specific property needs or challenges Continue the discussion with likeminded investors and experts on The Property Hub Collective Facebook group Get a copy of Bushy's book, Get Invested, for FREE, and find out what it takes for you to invest in living more, working less Get all Property Hub info here linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com.See omnystudio.com/listener for privacy information.

In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Drew Breneman, founder of Brennan, who has achieved significant success in real estate investment with a focus on multifamily properties. Drew shares insights on the current state of the real estate market, particularly contrasting the performance of the Sunbelt and Midwest regions. He discusses his early investments, the challenges faced in Phoenix, and the opportunities available in Chicago, including tax abatement strategies. The conversation emphasizes the importance of cash flow in investments and provides valuable resources for new passive investors.Drew's Bio-Started an internet business in high school. He saved all the money from it and acquired his first rental property at age 19 back in 2005.-Founder of Breneman Capital-Breneman Capital specializes in multifamily investing with a data-driven approach. The firm only invests in the best markets and submarkets within those markets. -Invested in a variety of geographies and asset classes: Multifamily in Madison, WI (2005-2007). Then industrial, office, and retail in Minneapolis St. Paul (2008-2012). Multifamily and mixed-use in Chicago (2013-today) before focusing on only multifamily in select submarkets in the Midwest (Chicago, Milwaukee, Madison).-Acquired $250MM+ of investment property as key/sole GP.-24%+ average realized IRR on investments sold-14 deals have executed full cash-out refinances of all our initial equity-Host of the Breneman Blueprint podcast-Started out with a duplex and have worked my way up to $30MM+ deals.  All self-made starting from scratch - my parents are public school teachers, so didn't start with any capital of theirs or connections.Breneman Capital: https://www.breneman.com/Podcast: https://www.breneman.com/podcastLinkedIn: https://www.linkedin.com/in/drewbreneman/Chapters00:00 Market Overview and Current Trends05:09 Drew's Journey into Real Estate11:24 Exploring the Sunbelt and Its Opportunities16:04 Performance of Phoenix Assets and Future Outlook21:39 Chicago Projects and Tax Abatement Opportunities22:01 Chicago's Real Estate Appeal24:04 Investment Strategies in Chicago27:58 Understanding Cash Flow vs. Equity Multiples31:49 Educational Resources for New Investors35:26 Personal Insights and Future Aspirations37:53 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, multifamily, investment strategies, passive investing, market analysis, tax abatement, cash flow, Chicago, Phoenix, Drew Breneman

MentorsWork, an award-winning initiative of Skillnet Ireland in partnership with the Small Firms Association (SFA), celebrated its five-year anniversary at a special event yesterday. Since its launch in 2020, MentorsWork has provided targeted business supports to nearly 4,000 small and medium-sized enterprises (SMEs) across Ireland and invested €6.5 million to drive SME growth, resilience, and innovation. Mark Jordan, Chief Executive of Skillnet Ireland, said: "The MentorsWork programme is a fantastic resource for SMEs, delivering practical supports and strategic guidance to businesses across Ireland. Expert mentors provide education and information to SME owners on how to innovate, adopt new technologies and adjust to ever-changing market dynamics - particularly in the current economic and technological climate. It is a testament to the success of the programme that it has reached this half decade milestone, and we look forward to its continued success and growth into the future." David Broderick, Director of the Small Firms Association, said: "This milestone reflects the strength and value of the MentorsWork programme in helping SMEs overcome real-world challenges. The initiative has been a game-changer for so many businesses. By addressing specific needs and equipping SMEs with tailored support and mentoring, we are helping them not only survive but thrive in an increasingly competitive environment. We are proud of what MentorsWork has achieved since its launch in 2020." MentorsWork was launched in 2020 to provide targeted support across critical areas, including digitisation, HR management, sales, finance, marketing, sustainability, and overall business growth. The programme has invested €6.5 million to date into providing upskilling initiatives, leveraging a network of best-in-class mentors to empower SMEs to build their competitiveness through skills. With plans to support over 900 SMEs by the end of 2025 and open to business owners and managers from all industries with 1-250 employees, the 12-week MentorsWork programme introduces participants to a dedicated and experienced mentor who works with them to address their specific areas of concern, alongside masterclasses and peer-to-peer workshops. Throughout the programme, SME owners and managers gain access to essential tools and knowledge in key areas such as People Management, Business Processes, Finance, Growth Strategies, and Digitalisation. SMEs interested in the MentorsWork programme can apply now and take the first step toward sustaining and growing their businesses. For more information or to apply for the 2025 programme, visit https://clicktime.symantec.com/15wPe6teV4JmQJwxr2Qds?h=-9rzLFogOtavt3mdbpeXQS5FplOVr9bGFzoNjnWpJhY=&u=https://mentorswork.ie/. See more stories here.

Ed Siddell believes now is the time for investors to participate in the markets. He sees financials gaining traction once Congress approves the tax bill currently being debated in D.C. Ed doesn't expect tariffs going will go away but thinks there will be a flat rate for all countries once negotiations end. The Mag 7 is another group Ed sees holding strength, eyeing Alphabet (GOOGL) as an undervalued stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow 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 - https://schwabnetwork.com/about

Ever feel that awkward silence after a promising consultation with a potential client? The struggle in the follow-up is real. But with my signature BIG follow-up method, you can shift from feeling like you're chasing clients to confidently leading the conversation.In part two of this Interested to Invested series on She Thinks Big, you'll learn the three components of the BIG follow-up method to craft powerful messages in the days and weeks after the initial exchange. I'll teach you exactly what to say and at what time, as well as how to label your leads effectively so you can stop chasing the wrong ones and start confidently guiding genuine prospects toward a "yes."3:52 - Labeling lead system and how the first follow-up acts as a diagnostic tool 6:21 - A breakdown of the three elements that make up the BIG follow-up method 10:40 - A clear timeline for following up (with examples of what you can say)18:15 - Your assignment for this week Mentioned In Interested to Invested: What to Say When a Lead Ghosts YouShe Thinks Big by Andrea LiebrossFree Download: Reveal the Root of the ProblemInterested to Invested Workshop BundleAndrea's Links | Book a Call With AndreaAndrea on LinkedIn, Instagram, and FacebookYou don't need is another endless list of ideas or tools or generic advice, what you do need is personalized clarity. Well, good news. I've created something just for you, my brand-new quiz called, Are You Ready to Scale Big? Pinpoint exactly where you are in your entrepreneurial journey and get the customized guidance you need to unlock your next big step at andrealiebross.com/quiz.

Wes Moss and Conner Miller provide historical context and perspective on the latest financial news, including: • The markets staged a dramatic V-shaped recovery following tariff fears. Investors, take note: Volatility can reverse quickly. Once you've chosen a solid strategy, it's often more productive to stay the course rather than letting fear drive decisions. • The S&P 500 dropped nearly 20% in April but rebounded in just six weeks. Panic rarely helps—history shows that recoveries can be swift and sharp. • Tariffs triggered the downturn, but remember: trade makes up a smaller portion of the U.S. economy than one might assume. Try not to overreact to short-term headlines that struggle to reflect long-term fundamentals. • Despite massive sell-offs, 97% of Vanguard investors made no trades. Their commitment to a long-term plan possibly helped them avoid reactionary moves in turbulent markets. • Institutional investors—not individuals—were the primary sellers. Over $27 billion exited U.S. equities in a week, but 72% of that came from institutions, not retail investors. Individual discipline can sometimes work as an effective edge. • Wes's "school of fish" analogy illustrates market chaos. A few hedge funds dart, and the entire market reacts. Rather than being the panicked fish, it can often be productive to swim steadily with long-term conviction. • “30 for 30” rule confirmed again: Historically, 30% of gains occur in the first 30 days after a decline. This recovery was even faster—don't miss out by being on the sidelines. • Happy retirees often win with the help of certain principles, such as: a. Have a clear plan with long-term goals. b. Diversify across asset classes. c. Maintain balance with “dry powder” (safe assets) to ride out volatility. • Bonds are back. With the 10-year U.S. Treasury yielding 4.5%, fixed income might become a meaningful part of your portfolio. Rebalance thoughtfully. • Tariffs are likely here to stay. Even with deals and pauses, a 10% baseline tariff remains in place. Prepare your portfolio for a world where moderate tariffs are the norm. • Real-world example: How tariffs affect prices. A hypothetical 25% tariff on Mexican avocados could raise a Chipotle bowl price by 40 cents. The message: some impact, but not catastrophic. And don't forget that guacamole is delicious. • Inflation remains under control for now. The future is uncertain, but April CPI rose only 2.3% year-over-year, the lowest since early 2021. Gas, groceries, eggs, used cars, and airfare all declined. Stay grounded in the data. • Recession odds have been lowered by Wall Street economists. That's helping push interest rates up, but also reflects growing optimism. Adjust your expectations accordingly. • Global bond markets exceed $100 trillion, more than twice the size of U.S. equities. Understand your fixed income options—it's not just about stocks. • Final takeaway: Individual investors often win by thinking long-term. If you've got 5, 10, or 30 years before needing your money, you've got time on your side. It can be productive to stick with your strategy and stay invested.

Today's workplace realities are rewriting the HR playbook. That's according to Johnny C. Taylor, Jr., CEO of SHRM, the Society for Human Resource Management, and their 2025 State of the Workplace report.Johnny shares what the research reveals about employees' expectations and the challenges facing HR decision makers today. Host Rodney Bolden shares findings from Morgan Stanley at Work's own State of the Workplace study, and together they dive into what's driving change in recruitment, benefits, employee experience, leadership development, and the growing role of AI in the future of work and in workplace benefits—all topics we'll explore in more depth on this season of Invested at Work. Follow Invested at Work wherever you listen to or watch podcasts. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.The information and data presented may be deemed reliable; however, their accuracy and completeness is not guaranteed by Morgan Stanley and providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned.When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable. Equity Edge Online® employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc. and are part of Morgan Stanley at Work.In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC. E*TRADE from Morgan Stanley is a registered trademark of MSSB. All entities are separate but affiliated subsidiaries of Morgan Stanley. The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.CRC 4395861 04/2025

In this special AMA Mailbag episode, Jean dives into your most pressing retirement questions with listeners Pam and Laurie.  First up, Pam, who inherited an IRA from her late mother, wonders whether to cash it out or invest it for the long haul. Then we hear from Laurie, a military spouse navigating what to do with her husband's TSP now that he's out of the service. Should they roll it over? Keep it where it is? And what's the best way for a newly self-employed woman to start saving for retirement on her own terms?

Think flipping property is only for cashed-up tradies or reno experts? Think again. Graham Whitfield shows you a new way. In Part 2 of this powerful Get Invested conversation, Bushy Martin is joined once again by the Aussie property flipper and coach, who proves you don’t need money to make money in property. Over the past four years, Graham has completed more than 27 flips, manufactured nearly $3 million in equity, and banked over $2 million in profit – all without deep pockets or DIY skills. Now, he’s lifting the lid on the exact strategies that got him there. Following on from last week’s deep dive into Graham’s personal journey – including how a trashed rental kickstarted his flipping career – this episode zeroes in on the how. You’ll discover: The step-by-step process behind Graham’s flipping formula How to find the right property and avoid common mistakes The pros and cons of flipping versus buy-and-hold Whether active property investing is the right fit for your goals The core principles behind Graham’s Red Mane Coaching program If you’re ready to build equity fast, reduce your reliance on savings or finance, and add a powerful new tool to your investing arsenal, this episode is for you. Get ready to flip your mindset and fast-track your property journey. About Graham: Graham Whitfield is the founder of Red Mane Coaching and a passionate property coach who specialises in flipping and creative buy-renovate-hold strategies. Known as Australia’s ‘un-handiest man’, Graham proves that you don’t need tradie skills to succeed — just the right mindset and a system that works. Special Listener Offer: Graham is offering a free flipping coaching session exclusively for Get Invested listeners! To win, email your biggest takeaway from the episode to: hello@knowhowproperty.com.au Explore more at redmane.com.au Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Book a personal solutions session with Bushy to go deeper on your specific property needs or challenges Continue the discussion with likeminded investors and experts on The Property Hub Collective Facebook group Get a copy of Bushy's book, Get Invested, for FREE, and find out what it takes for you to invest in living more, working less Get all Property Hub info here linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com.See omnystudio.com/listener for privacy information.

Why Your Bank Might Be Funding Climate Chaos – And What You Can Do About It In this eye-opening detour from our usual plant-powered chat, I'm diving into a topic that affects every one of us: where our money sleeps at night. Spoiler alert – if it's with a major UK bank, it might be financing the very fossil fuel projects threatening to blow our climate goals to smithereens. I'll share my own journey from Morgan Chase to a more ethical option, and break down some jaw-dropping figures from a Guardian investigation. We're talking £75 billion in dirty investments, greenwashing galore, and carbon bombs so big they could derail the global effort to stay below 1.5°C of warming. This isn't about guilt-tripping. It's about waking up to the power in our pockets. If you're already cutting carbs and counting macros for the planet, this is your next step. Your bank might be doing more environmental damage than your diet ever could.  

We just invested in a company run by a sociopath—a trait we've noticed several successful leaders have in common. Today on Dumb Money, we discuss this investment and how to leverage this trend.

What will the new administration mean for broadband operators deeply invested in the Broadband Equity, Access, and Deployment program? In this episode of All Day Digital, Mike Romano of NTCA-The Rural Broadband Association shares what his organization is watching for, including a possible shift away from “fiber first” and how that squares up with the definition of priority broadband projects.

You've just ended another consultation call with a potential client who seemed interested but hesitant. You fear it's another “maybe” situation with follow-ups that don't receive an answer. At this point, you're beyond tired of “maybes” and following up only to get ghosted. So how can you reduce follow-up fatigue and get more of your ideal clients onboard? Introducing “Interested to Invested: The No-Ghosting Follow-Up System” which is a three-part series that tackles the frustrating phenomenon of client ghosting.In this first episode of the three-part Interested to Invested series on She Thinks Big, you'll discover the root causes behind potential clients going silent—and how my “bookend” approach can prevent it from happening in the first place. You'll learn how to turn “maybes” into resounding “yeses” by addressing your leads' fears and guiding them through a follow-up process that feels clear, authentic, and effective.5:46 - Why potential client ghosting isn't about rejection10:10 - Three reasons why people often go silent after showing interest in your offer15:25 - The perspective shift on follow-ups that can change everything16:41 - A simple structure for how to start and end the initial conversations with potential clients21:35 - Bonus tip that can help potential clients feel more confident moving forward24:21 - Action step for you to take before listening to the next episode of the seriesMentioned In Interested to Invested: 3 Reasons Leads Go Quiet After Showing InterestShe Thinks Big by Andrea LiebrossSign up for Andrea's NewsletterFree Download: Reveal the Root of the ProblemInterested to Invested Workshop BundleAndrea's Links | Book a Call With AndreaAndrea on LinkedIn, Instagram, and FacebookYou don't need is another endless list of ideas or tools or generic advice, what you do need is personalized clarity. Well, good news. I've created something just for you, my brand-new quiz called, Are You Ready to Scale Big? Pinpoint exactly where you are in your entrepreneurial journey and get the customized guidance you need to unlock your next big step at andrealiebross.com/quiz.

After you listen:Find more of Daniel Stone's research on his website.Schwab's newest podcast, Invested in the Game, features true stories of people who are driving the game of golf forward.In this episode of Financial Decoder, host Mark Riepe is joined by economist Daniel Stone, Associate Professor of Economics at Bowdoin College and chair of the economics department, to discuss his reseach into how behavioral biases shape decisions. Together, they unpack how reference points and prospect theory can skew our judgment, drawing on insights from golf and basketball. Their conversation reveals how the same cognitive patterns that affect athletes under pressure can also influence everyday financial choices.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.  All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Diversification strategies do not ensure a profit and do not protect against losses in declining markets.The books Thinking Fast and Slow and Undue Hate: A Behavioral Economic Analysis of Hostile Polarization in US Politics and Beyond are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0525-V0MH

In this listener requested episode, we take a look at how taxes impact you as an investor. Understanding the maths behind all of the variables for your total return means you're able to make better decisions. Tax is a big one.In this week's Unconventional wisdom column, Mark explores whether investor complacency is out of touch with reality. He looks at game theory and a prisoner's dilemma, and the lessons that investors can take from it, especially when it comes to the current market volatility. He looks like at where Trump - and the market, might go from here. Finding superior long-term investments as a stock picker requires you to find companies that defy the laws of capitalism. But how might you go about doing this? In the next edition of his Bookworm column, Joseph explores Marathon Asset Management's capital cycle approach to investing and how it can identify so-called “compounders”. Joseph also highlights a holding from his portfolio that he thinks fits the bill. Successful investing doesn't end as soon as you hit 'buy' in your trading account. Shani's Future Focus column looks at a methodical framework to monitor and maintain your portfolio, to increase your chances of achieving your financial goals. Easy access to technology means younger generations are more informed and confident in their investment decisions than ever. Furthermore, changes to the industry has led to structured financial advice increasingly becoming a luxury to access. In this week's Young & Invested, Sim explores whether financial advisers have any value proposition for young people. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Sandhya Seshadri is the founder of Engineered Capital, a firm focused on helping professionals grow their wealth through commercial real estate and alternative investments. With a background in engineering, an MBA in finance, and a successful career in stock trading, she became financially independent before shifting her focus to real estate. Since 2018, Sandhya has been an active multifamily syndicator and passive investor in multiple asset classes including oil & gas and tech funds, bringing her analytical skill set and passion for tax-efficient investing to her growing investor community.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sandhya began investing in stocks but transitioned to real estate for better tax advantages and cash flow. She started as a passive investor in multifamily before becoming an active general partner. Rising interest rates reshaped her strategy, leading her to explore oil & gas and technology funds. Passive investing offers the ability to leverage other people's expertise while generating income and appreciation. Asset class diversification and risk tolerance should drive investment decisions, not just projected returns.     Topics From Engineering to Investing Started in corporate America but pursued investing to achieve financial independence. Learned to trade stocks and used that income to replace her W-2 job. Discovered real estate as a tax-advantaged strategy after hitting a tax ceiling with stock gains. Why Multifamily and Syndications Skipped single-family due to lack of appreciation and headaches from managing tenants and maintenance. Multifamily appealed due to professional property management, scalability, and the ability to raise capital from investors. Took the “passenger to pilot” approach—starting as an LP, then a co-GP, and finally a lead GP. Shifting the Strategy: From CRE to Alternatives Rising interest rates, property taxes, and insurance costs eroded multifamily cash flow. Pivoted to alternative investments that better suited current market conditions. Launched tech fund offerings for high-upside, long-term appreciation plays. Invested in oil & gas deals offering strong tax advantages and predictable cash flow backed by mineral rights. Carefully vets all deals personally before introducing them to investors. Oil & Gas Investing Explained Buys into mineral rights after oil is confirmed, reducing drilling risk. Returns often include 80% year-one depreciation via K-1 and cash flow within 24 months. No depreciation recapture and potential for 2.5–3x returns over a 7-year period. Great option for high-income professionals seeking tax relief and diversification. Investor Education and Risk Management Every asset class has its risks—invest small first, understand the model, and scale gradually. Focus on understanding the operator, the assumptions behind returns, and aligning with your personal goals. Diversify across asset types, hold periods, and cash flow profiles.    

Jigar Shah served as Director of the Loan Programs Office (LPO) at the U.S. Department of Energy (DOE) from March 2021 to January 2025, where he oversaw a $400B budget. Prior, Shah was co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Generate has raised over $10 billion, investing in 50+ technology and development partnerships with more than 2,000 assets globally.Prior to Generate Capital, Shah founded SunEdison, a company that pioneered “pay as you save” solar financing (i.e., PPAs).After SunEdison, Shah served as the founding CEO of the Carbon War Room, a global non-profit founded by Sir Richard Branson to help entrepreneurs address climate change.--Here are six topics we covered in the podcast:1. Post-LPO ResetAfter managing $107B in deals at DOE's Loan Programs Office, Jigar Shah hit pause and rebranded as a “podcaster.” He's taking time to reflect before diving into the next chapter.2. Climate VC Is BrokenShah says the 100x-return VC model doesn't fit climate tech's reality. He pushes for an “East Coast” model: aim for 18% IRR, win 7 of 10 bets, and skip the moonshots.3. Evergreen Capital > 2-and-20At Generate Capital, Shah turned down big checks to build an evergreen structure that aligns with long-term climate infrastructure. It's less lucrative for managers, but way better for founders.4. FOAK Risk, ExplainedHe breaks project finance into five risks: tech, feedstock, offtake, construction, and ops. LPO, unlike most investors, can stomach execution risk, like 12 methane pyrolysis reactors, not just one.5. Think Like a DeveloperClean tech needs dev capital like real estate: risky early bets, then stable returns once built. It's not “risk-free”—just “risk-you-can-understand.”6. Deep Tech's Fatal FlawToo many founders chase giant, low-margin markets. Shah says to start with high-margin niches (like InventWood selling to data centers) and then scale.--

Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive gains over time. Wes and Christa analyze: • Why 2025's market feels more like a “bungee cord” than a rollercoaster. • How to use the VIX (fear index) to gauge investor sentiment—and what it could mean for your investments. • What historical spikes in fear (dot-com crash, 9/11, the 2008 financial crisis, COVID-19, inflation shock) might teach us about recovery patterns. • Why most fear-filled crises eventually subside—and how to spot the turning point in hindsight. • How central bank interventions, Fed rate changes, and global economic actions can sometimes calm markets over time. They answer listener questions about families, retirement, and catch-up plans, including: • How to save for retirement on one income with kids. • If you have to take RMDs at 72 while still working. (Hint: You might not have to!). • Why it's okay for some to tap into their Roth IRA at age 80—and how to optimize account usage. • How much a married couple need to cover basic expenses in retirement. • How ETF providers profit when fees are so low. • Revenue streams, plus the Costco hot dog strategy (yep, that's a thing!). • Elder Care and Safe Spending Tools. Overall, Wes reminds folks that discipline usually means staying the course, because fear doesn't last forever, and markets typically recover. Don't just listen—act! Subscribe to the Retire Sooner Podcast, share it with a friend, and take one step closer to your happy retirement. Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feynman Razor: If you can't explain it to a 5 year old, you don't really understand it. The Luck Razor: Much of what we call "luck" is the macro result of thousands of micro actions. The Arena Razor: When faced with two paths, choose the path that puts you in the arena. Once you're in the arena, never take advice from people on the sidelines.The Optimist Razor: When choosing who to spend time with, prioritize spending more time with optimists.Taleb's "look the part" test: If forced to choose between two options of seemingly equal merit, choose the one that doesn't look the part.The Gratitude Razor: The more you show gratitude, the more you see things to be grateful to. Invested vs. Spent test: Time is either invested or spent. The Rooms Razor: Choose the room where you aren't the smartest in it. The New Project Razor: Are you excited? Would you still do it if it was twice as long and half as successful?Uphill Decision Razor: Easy now, hard later OR hard now, easy later. Listen Mode: Listen more than you speak to people you disagree with. Lion Razor: Sprint + Rest, rather than expecting consistent work mode 8 hours a day. Young + Old Test: Make choices your 80 year old + 10 year old self would be proud of. Duck Test: If it looks like a duck, swims like a duck, and quacks like a duck, it's probably a duck. Just make sure you're judging true habitual characteristics + not context based outliers. THE SOURCE: https://www.sahilbloom.com/newsletter/the-most-powerful-decision-making-razorsDonate to Palestinian Children's Relief Fund::www.pcrf.netDonate to Mutual Aid Funds: https://www.folxhealth.com/library/mutual-aid-fundsGET AN OCCASIONAL PERSONAL EMAIL FROM ME: www.makeyourdamnbedpodcast.comTUNE IN ON INSTAGRAM FOR COOL CONTENT: www.instagram.com/mydbpodcastOR BE A REAL GEM + TUNE IN ON PATREON: www.patreon.com/MYDBpodcastOR WATCH ON YOUTUBE: www.youtube.com/juliemerica The opinions expressed by Julie Merica and Make Your Damn Bed Podcast are intended for entertainment purposes only. Make Your Damn Bed podcast is not intended or implied to be a substitute for professional medical advice, diagnosis or treatment. Get bonus content on PatreonSupport this show http://supporter.acast.com/make-your-damn-bed. Hosted on Acast. See acast.com/privacy for more information.