Podcasts about Investment banking

Are you ready to graduate from the grind in 2026? Then here’s your most important project: Future You. Learn more “Eye opening and provocative.” “Challenged me to get out of the starting blocks and far down the path of really thinking about this next phase of my life in very different ways. I now feel like I have a solid road map.” “I wish I’d taken this program earlier.” __________________________ Start the new year right with new habits. FREE 3 session program – 3 Fridays in January at Noon Eastern January 2, 9 and 16 Sign up here __________________________ What if the most creative chapter of your life hasn't happened yet? Today's conversation is about second acts that arrive not quietly—but boldly. Kim Gottlieb-Walker published her debut novel at age 78 after a 50-year career as a photographer. She also leads the Vintage Writers, a lively weekly Zoom group of women authors over 70. Joining her is Roselyn Teukolsky, a former math and computer science educator who retired and now writes fiction. This conversation explores creative courage, identity shifts, the power of starting something new – and the value of community. Kim Gottlieb-Walker and Roselyn Teukolsky join us from California. _________________________ Planning for retirement? Check out our recommended Best Books for Retirement _________________________ Bios Kim Gottlieb-Walker's  career as a photographer covered a wide range of subjects, from classic rock and roll, reggae, and politics in the ‘60s and ‘70s to major motion pictures and television shows. Now in her late 70s, she has reinvented herself as a novelist. While still at UCLA (where she  received a BA in Motion Picture production) and shortly thereafter, she shot for underground LA newspapers and magazines including Crawdaddy, the Staff, and Music World. She  also shot the stills for John Carpenter's Halloween, The Fog, Christine and Escape from New York and worked at Paramount Pictures for nine years as the production photographer for Cheers, and five years for Family Ties. For three decades she  was an elected representative for still photographers on the National Executive Board of IATSE Local 600, the International Cinematographers Guild. Her coffee-table photo books Bob Marley and the Golden Age of Reggae and On Set with John Carpenter were published by Titan Press (UK) distributed by Random House (USA) and both are now in multiple printing. They have editions in Japanese, Russian and French. She's  had gallery shows in London, Los Angeles and New York. Her novels are  Lenswoman in Love – a novel of the 1960s & ‘70s (her debut) and the not-yet published historical novel Caterina by Moonlight, about a girl growing up in renaissance Florence in the late 15th century. Her short story “Summer of Love – 1967” appears in the multi-award-winning anthology Feisty Deeds. Former math and computer science teacher, Roselyn Teukolsky, is the author of A Reluctant Spy, an unconventional spy thriller, and The Fourth Woman, a cautionary tale about online dating. Teukolsky has long been intrigued by the dilemmas faced by smart women in male-dominated settings. Working as a computer science teacher has given her the familiarity to create an authentic female protagonist, a brilliant computer scientist, who, in the latest novel, must ward off a ransomware attack and an online-dating predator. Teukolsky has a B.Sc. in Math and Chemistry from the University of the Witwatersrand in Johannesburg, and an M.S. in Math Education from Cornell. She is the author of the Barron's review book for AP Computer Science, which is currently in its 12th edition. Roselyn's favorite pastime is tournament bridge. She wrote How to Play Bridge with Your Spouse … and Survive (Master Point Press) in 2002. She lives in Pasadena, CA, with her husband, Saul Teukolsky. ________________________ Have a Question You’d Like Answered on the Podcast? Click here to leave a voice message or email me at joec@retirementwisdom.com _________________________ For More on Kim Gottlieb-Walker  Lenswoman in Love www.Lenswoman.com for an overview of her photographic history www.TheRenaissanceWoman.net www.KimGottliebWalker.com – her author website. — For More on Roselyn Teukolsky A Reluctant Spy The Fourth Woman _________________________ Podcast Conversations You May Like Why Retirement Was Just the Beginning – Neal Lipschutz A Creative Pursuit with an Intergenerational Assist – Neil & Michelle McLaughlin Edit Your Life – Elisabeth Sharp McKetta __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On a Writing Community “One of the things I’ve loved best about this recreation of my life is the number of people it’s brought into my life because the writers are a very supportive community. And it keeps your brain alive. There’s so much you have to learn with the learning curve of writing a book that it keeps your brain cells going. It stimulates them. I think there are many people out there who, after having had very active careers that are now retired and are feeling at lost ends. Every person has met interesting people during their lives, has had things happen to them, have had tragedies, have had happiness. Everybody has experiences in them that they might want to communicate. And writing, even though it seems like a very solitary occupation, it gives you a chance to put all of your life experience out into the world and to then connect with other people, other writers, to get the support that you need and to learn all of the different aspects of it. So it’s a very satisfying way to spend your retirement. Oh, well, it’s an amazing group of women. They’re all over 70. They’ve all reinvented themselves as writers. Some were writers beforehand, but most have reinvented themselves. And they cover all different kinds of writing of every genre. There’s self-help, there’s romance, there’s mystery, there’s historical fiction, and they’re all very talented, alert, wonderful women. And we meet every Tuesday on Zoom and commiserate and celebrate and give advice. And it has been the most wonderful support group. So we’re not isolated in retirement. We have interactions with people who have similar goals and similar challenges. It’s a tremendous support group.” – Kim Gottlieb-Walker On Age as an Asset ” It is never too late to reinvent yourself. It’s totally within your reach. You don’t have to depend on anyone else. All you have to do is sit down and let your ideas flow. And I wouldn’t worry about ageism because now that we’re in an age where you can self-publish, it doesn’t matter how old you are. And the fact that we have had such rich lives and so many experiences informs the writing and gives the writing depth and gives it reality because it’s based on our real experiences. No matter what you’re writing, you’re bringing your life experiences into it, which is incredibly valuable. So don’t worry about ageism. Don’t worry about the publisher. Just get it out on paper. Do it yourself.” – Kim Gottlieb-Walker On Starting to Write “A lot of my friends have said to me, Oh, they would love to write a book. They would love to write a book. They’re going to write a book. But the point is, if you don’t sit down every day at the same time, backside in the desk, it doesn’t happen. It just doesn’t. Even if you sit and do nothing. I would ask, what are you going to do in the next 10 years? And I say, I don’t know what I’m going to do. And I say, Well, why not write in the next 10 years?” – Roselyn Teukolsky

Send us a textIn this episode we sit down with Liz Myers, Global Chair of Investment Banking and Capital Markets at J.P. Morgan for an Equity Capital Markets deep dive. We get into IPOs vs follow-ons, primary vs secondary proceeds (and why sponsor-backed IPOs often use proceeds differently), convertibles and the reality of price discovery. Liz breaks down the modern IPO process — from test-the-waters investor education to the order book build — and explains the newer concepts that didn't exist until recently like cornerstone investors, why they matter, and how banks think about allocating “precious” shares to create the right long-term shareholder base. We also get into market timing (their internal “IPO dashboard”), what makes the window feel open vs shut, and why the market loves certainty more than anything.Liz Myers, Global Chair of Investment Banking and Capital Markets, J.P. MorganLiz Myers is Global Chair of Investment Banking and Capital Markets at J.P. Morgan, where she has worked for over 30 years. Prior to her current role, she served as Global Head of Equity Capital Markets where she led the team responsible for advising J.P. Morgan's corporate clients on equity capital raising (IPOs, follow-ons and convertible issuance) in the Americas, Europe and Asia. She has been named one of the Top 25 Most Powerful Women in Finance by American Banker magazine and one of Barron's 100 Most Influential Women in U.S. Finance.Myers serves on the Executive Committee of Women on the Move at J.P. Morgan, which supports women employees and women-run businesses. She serves on the Board of Trustees for Princeton University and the Advisory Boards of the Bendheim Center for Finance at Princeton University and the Harvard Graduate School of Education. Myers is a National Board Member of the Posse Foundation, which expands the pool from which top universities can recruit young leaders. She is also a Board Member of New Yorkers for Children, a nonprofit with a focus on youth in foster care.Myers graduated cum laude from Princeton University in 1992, with a major in Economics. She received an MBA from Harvard Business School in 1997.Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Top 5 Mistakes Wealthy Investors Must Avoid in 2026Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow with the outcomes you actually want.Even high-income earners and retirees often make significant financial errors. This video addresses common mistakes that can cost hundreds of thousands of dollars, emphasizing the importance of effective financial planning. We discuss how coordinating cash flow, taxes, and risk is crucial for sound financial management, especially as tax planning strategies evolve.

Fri, 19 Dec 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2828-borsepeople-im-podcast-s22-15-peter-bosenberg edcabda70cc6a78ddcc4da75a1ae3f91 Peter Bösenberg ist Managing Director und Deputy Head Public Distribution Europe bei Societe Generale Corporate and Investment Banking. Die Folge mit dem Zertifikate-Experten, der auch im Führungsgremium des Deutschen Zertifikateverbands BSW aktiv ist, wird am letzten Verfallstag des Jahres 2025 gesendet, das passt perfekt. Wir starten in Dresden, sprechen dann auch über eine Karriere als Eisschnellläufer und schliesslich den logischen Einstieg ins Banken- und Wertpapiergeschäft, war dies doch schon in jungen Jahren ein grosses Interesse von Peter. Seine lange Karriere hat er bei einem einzigen Emittenten durchgezogen, dort davor ein Praktikum absolviert: Societe Generale Wir stellen das Zertifikatehaus und seine Positionierung vor, sprechen über die Übernahme des Zertiffkategeschäfts der Commerzbank und erwähnen natürlich auch das legendäre Börsespieler "Trader". https://www.sg-zertifikate.at https://www.trader-boersenspiel.de/web/home Hans(wo)men Group Fresh Global Disruptive Einspieler: credi2.com Credi2 entwickelt, implementiert und betreibt Buy‑Now‑Pay‑Later‑Lösungen für Banken, Zahlungsinstitute und Händler. Die Plattform automatisiert alle Prozesse vollständig. Auf Basis dieser Technologie und Erfahrung wurden erfolgreich Produkte mit Partnern wie z.B. der Raiffeisen Bank International lanciert – erreichbar unter credi2.com. About: Die Serie Börsepeople des Podcasters Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, findet im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Es handelt sich dabei um typische Personality- und Werdegang-Gespräche. Die Season 22 umfasst unter dem Motto „25 Börsepeople“ 25 Talks. Presenter der Season 22 ist die Hans(wo)men Group https://www.hanswomengroup.com. Welcher der meistgehörte Börsepeople Podcast ist, sieht man unter http://www.audio-cd.at/people. Der Zwischenstand des laufenden Rankings ist tagesaktuell um 12 Uhr aktualisiert. Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 2828 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) 1920

With government spend poised to spike, defense valuations in Europe are at record highs. But the response to global threats brings opportunities for a much wider set of industrials and innovators. Dominic Hudson, Head of Investment Banking for Europe and APAC, is joined by Cliff Bayer, Head of Aerospace, Defense and Government Services; Rob Jurd, Head of Industrials for Europe; and Claire Sturgess, Head of Canadian Industrials and CME Investment Banking, to explore the sector's outlook for 2026.

In der diesjährigen Weihnachtsfolge habe ich Achim Teske aus Hamburg zu Gast. Achim hat viele Jahre ein als Portfolio-Manager im Investmentbanking in London und Singapur gearbeitet. 2017 hat er sich als Honorarberater selbstständig gemacht und setzt bei seinen Mandanten auf prognosefreien Vermögensaufbau. ​Wir sprechen in dieser Folge darüber, warum Achim den Wandel vom aktiven Management zur prognosefreien, breit gestreuten Geldanlage vollzogen hat, wie er als Finanzplaner individuelle Leitbilder für vermögende Mandanten erstellt und worauf er bei ETFs, Value-Aktien, Hochzinsanleihen und Immobilien setzt – inklusive Risiken bei US-Bewertungen, Inflation und Krisen.​Außerdem beleuchten wir Themen wie die richtige Portfolio-Konstruktion für langfristigen Vermögenserhalt, den Umgang mit Emotionen im Investieren, Gold und Krypto als Beiwerk sowie persönliche Einsichten zu Glück, Familie und finanzieller Freiheit.Weiterführende LinksZur Webseite von Achim TeskeZum lesenswerten Blog von AchimZum LinkedIn-Account von AchimZum Buch "Über die Kunst Geld bewusst einzusetzen" von Morgan Housel*Präsentiert von NordVPNDiese Folge wird präsentiert von NordVPN. Mit dem Bedrohungsschutz Pro bist du vor Cyber-Bedrohungen, infizierten Dateien, Werbung und Trackern geschützt. Zusätzlich schützt NordVPN deine Online-Aktivitäten, ermöglicht sicheres Surfen im öffentlichen WLAN und den Zugriff auf Lieblingsinhalte unterwegs.Teste NordVPN jetzt mit Rabatt auf den 2-Jahresplan und erhalte 4 Bonusmonate dazu – exklusiv für Finanzrocker-Hörer. Dank 30-Tage-Geld-zurück-Garantie gehst du dabei kein Risiko ein!Hier geht es zum speziellen Angebot.Weitere interessante Interviews„50 % der zukünftigen Rente müssen privat erspart werden“ – Interview mit Honorarberater Dr. Rolf Schulte„Es gibt viele Konstellationen, wo Menschen an ihrem Geld scheitern oder darunter leiden“ – Interview mit Dr. Nikolaus BraunÜber Lebenszyklen, Entsparen im Alter und die Risiken – Interview mit Prof. Dr. Philipp Schreiber Hosted on Acast. See acast.com/privacy for more information.

In this week's MBA Admissions podcast we began by discussing the current state of the MBA admissions season. Last week, admissions decisions rolled out for several top MBA programs including Harvard, Stanford, UPenn / Wharton, MIT / Sloan and Northwestern / Kellogg. This upcoming week, USC / Marshall, Rice / Jones, Texas / McCombs, UNC / Kenan Flagler, Vanderbilt / Owen and Washington / Foster are scheduled to release their Round 1 decisions. The next livestream AMA with Graham and Alex is scheduled for this Tuesday, December 16th; here's the link to Clear Admit's YouTube channel: https://bit.ly/cayoutubelive. Last week Clear Admit livestreamed its first Decision Day Watch Party. We scheduled this for December 10, when several top MBA programs were scheduled to release their Round 1 decisions. Several admissions officers joined us for the event, and it was a huge success. Graham highlighted a recently published Financial Times 2025 ranking of European business schools that ranks institutions across multiple programs (MBA, MiM, EMBA, and Executive Education), rather than individual programs, which we thought was a strange approach. Graham noted several admissions-related pieces of content recently published on Clear Admit. The first focuses on how to choose between MBA programs, once you have your offers. The second focuses on the dreaded wait list, and what steps can be taken. The third article looks at how candidates who didn't get positive results can reflect. The final admissions-related piece focuses on MBA essay construction, which led to a conversation about how best to use Clear Admit's AI Chat Bot. Graham highlighted two Real Humans pieces spotlighting students from Chicago / Booth and Emory / Goizueta. We then discussed the recently published employment reports from Stanford and NYU / Stern. Finally, Graham profiled a podcast that focuses on The Forté Foundation. For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries. This week's first MBA admissions candidate is from Brazil but now resides in Chicago. They are looking at the Booth part-time MBA program. A potential concern is their 313 GRE score. This week's second MBA applicant is working in research, looking at the impact of tech on young people. They reside in New York City and are only looking at Columbia and Stern. This week's final MBA candidate has a strong professional background, transitioning from investment banking to private equity. They have a 3.8 GPA and a 325 GRE score. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

Start the new year right with new habits. FREE 3 session program – 3 Fridays in January at Noon Eastern. Sign up here. __________________________ Are you ready to graduate from the grind? Then here’s your most important project: Future You. Learn more. ______________________ You've spent decades building a career, mastering a craft, and maybe even raising a family. But what happens when the ‘work’ stops? Do you stop creating? Or do you finally have the freedom to chase the ideas that used to visit you only in daydreams? Today, we're joined by a father-daughter duo who turned a foggy night's inspiration into a historical fantasy trilogy. Neil McLaughlin, a veteran of commercial real estate, and his daughter Michelle, his editor and collaborator, talk about their journey writing The Witch Hunt series and the first book Torment of the Bloodlines together. We dive into how skills from a 50-year business career can transfer to novel writing, and the surprising health benefits he discovered of the ‘author life. Whether you’re aspiring to write a book or just curious about a new adventure in your second act, this conversation includes a lot of valuable tips on reinventing yourself in retirement. ________________________ Bios Neil McLaughlin has enjoyed storytelling and writing short stories and poetry since childhood. He wrote his first book, The Witch-Hunt, in retirement after a 5 decades long career in commercial real estate. Neil is passionate about sharing his journey which serves as inspiring proof that retirement can be an opportunity to explore passions, share wisdom, and contribute meaningfully to culture and knowledge. Neil and his wife Linda enjoy spending time with their children and grandchildren, travel, wine, murder mysteries, live theatre, books and boating on Lake Ontario. Michelle McLaughlin, with over 20 years of business and corporate experience, brings a wealth of knowledge and strategic insight to every project. She passionately manages the book marketing for her father Neil's writing business. Combining her expertise in marketing and her deep appreciation for literature, she expertly promotes Neil's work, helping to expand its reach and impact. Dedicated to blending professional acumen with family values, she thrives at the intersection of creativity, business, and community connection. ____________________________ For More on Neil and Michelle McLaughlin  The Witch Hunt (website) The Witch-Hunt (Torment of the Bloodlines Book 1) on Amazon ____________________________ Podcast Episodes You May Like Why Retirement Was Just the Beginning – Neal Lipschutz The Art of the Interesting – Lorraine Besser, PhD Edit Your Life – Elisabeth Sharp McKetta ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ On the Origin Story “It started late one night about three years ago. I was staring out the window and it was a foggy evening. And I wondered, we’re all asleep at night. And I was wondering, what happens at night? The coyotes are howling and no one is walking about. What really is going on? So I imagined in my own mind a short story evolving… I had something. Maybe four or five pages. And I showed it to Michelle. And she said, Jeez, Dad, it’s kind of an interesting story. Have you ever considered writing it into a novel? And I thought, well, I never gave it any thought. But now that you mention it, it might be a good idea.” – Neil On Intergenerational Collaboration “So this isn’t the first time we had worked together. We did work together professionally in commercial real estate, but this was the first time we had worked together on a creative project, more of a passion project. And what really struck me was how much we both loved writing and creativity. My dad had written things, as I mentioned, I have written things, but we’d never worked on something collaboratively together. So this to me was really surprising because it was so much fun.  And had I known it would be this much fun, I would have suggested something sooner. The work in this case is the fun. And another point in a professional setting, especially in real estate, my dad was the mentor and I was the mentee. Whereas this was new, this is new for both of us. The editing process, the literary world is a new discovery, which is fun equally on both sides. No one is the expert in this case. We’re learning together, which I found was really refreshing.” – Michelle On Transferable Skills “I found the process of writing a novel to be very similar to what I did for a living for about 50 years. Earlier on, as we were getting ready to build something, we would hire an architect, we would hire designers and planners and tradesmen. And I found myself ironically finding the same in script writers and editors and influencers that came to the party as well. And I found that writing a novel and building a building were very, very similar. And one of the characteristics in real estate development is the attitude of patience.” – Neil 

Sat, 13 Dec 2025 17:15:00 +0000 https://jungeanleger.podigee.io/2835-zertifikate-party-osterreich-11-25-emittentenportrait-societe-generale-vorgestellt-von-peter-bosenberg 16a9a781fba560a69485885719710194 Structures are my best Friends. In Kooperation mit dem Zertifikate Forum Austria (ZFA) und presented by Raiffeisen Zertifikate, Erste Group, BNP Paribas, Societe Generale, UBS, Vontobel, dad.at und Börse Frankfurt Zertifikate gibt es monatliche Podcasts zum Zertifikate-Markt in Österreich. Die aktuelle Ausgabe 11/2025 hat die Societe Generale im Zentrum: Peter Bösenberg, Managing Director und Deputy Head Public Distribution Europe bei Societe Generale Corporate and Investment Banking, stellt den Emittenten vor. Eine Börsepeople-Folge mit dem Zertifikate-Experten, der auch im Führungsgremium des Deutschen Zertifikateverbands BSW aktiv ist, wird am letzten Verfallstag des Jahres 2025 gesendet https://www.sg-zertifikate.at https://www.trader-boersenspiel.de/web/home Peter Bösenberg Börsepeople: Ab 19.12. unter http://www.audio-cd.at/people - die Sondernummer zum ZFA-Award 2025 mit allen Champs, auch historisch und neuen MVPs: https://boerse-social.com/pdf/fachheft64 - Zertifikate Kongress: Roundtable Arnold/Boschan/Drastil/Hartmann/Mostböck: https://audio-cd.at/page/playlist/6508 Der Jingle von Felice feat. CD for ZFA: https://audio-cd.at/page/podcast/4429 Alle Zertifikate-Podcasts: https://audio-cd.at/zertifikate ZFA-Newsletter und Infos: http://www.zertifikateforum.at Zertifikate Depot bei dad.at: https://photaq.com/page/index/4173 Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukt en unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/apple http://www.audio-cd.at/spotify . Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 2835 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) 13

How did investment banking clients navigate a year of uncertainty, and what's next for dealmaking and capital markets? In this episode, Dorothee Blessing, Global Head of Investment Banking Coverage, is joined by Anu Aiyengar, Global Head of Advisory and M&A, and Kevin Foley, Global Head of Capital Markets. Together, they break down the forces that shaped 2025—from cautious optimism and strategic adaptation to the surge in mega deals and the transformative impact of AI. Looking ahead, they share actionable insights on M&A, IPOs, private capital, and global market trends that will define opportunities and risks in 2026. Tune in for expert perspectives on building resilience, seizing growth, and preparing for the future of investment banking. This episode was recorded on December 8, 2025. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.

In this episode, Anthony speaks with Ela Saruhanoglu, an LSE Management student who secured a full-time investment banking role at J.P. Morgan for 2026 after converting her summer internship. Despite not having a traditional finance background or spring week, Ela shares how she built technical skills from scratch, leveraged curiosity, used productivity hacks, and developed a mindset that set her apart.(00:00) Ella's Journey to J.P. Morgan(01:21) Why Finance?(04:39) Learning Technicals(06:18) Purposeful Productivity(11:14) Balancing Uni & Applications(13:54) No Spring Week, No Problem(17:01) Preparing Ahead of Time(20:25) Managing Imposter Syndrome(24:05) Internship Tips: Visibility, Mindset, Speed(26:35) Knowing You Why

#InvestmentBanking #CareerGrowth #FinancePodcast #Mentorship #UChicago #PrivateEquity #financecareer From venture capital internships to landing roles in investment banking and private equity, Vamshi shares his incredible career story — from his early days at the University of Chicago to navigating COVID-era recruiting and finding success at Greenhill and Lyric Healthcare.

“You are what you repeatedly do.” Start the New Year strong. Join my FREE 3 session Tiny Habits program.  Register here _________________________ What’s your most important project in 2026? Future You. Don’t wing it. Design it. Learn more here. _________________________ What happens when a financial columnist and CFP® professional suddenly becomes her mother’s caregiver? Beth Pinsker discovered that her expertise couldn’t prepare her for the relentless tenacity required to navigate Medicare mazes, fight for proper care, and manage the details of her mother’s financial life. In My Mother’s Money , a comprehensive practical and detailed resource, she shares the street-smart lessons that only come from boots-on-the-ground caregiving experience. In this conversation, you’ll learn: Why financial caregiving requires perseverance to advocate effectively for your loved ones The critical difference between big-picture finances and knowing the granular details that matter How Medicare decisions made at age 65 can create enormous consequences for caregivers years later Why humanizing your loved one to healthcare providers changes the quality of care they recei Why “stuff” is such a complicated issue and how to prepare your own estate realistically _________________________ Bio Beth Pinsker is a financial-planning columnist at MarketWatch and has been a  Certified Financial Planner™ since 2018. She won a SABEW Best in Business award in 2023 for commentary for a series of columns about caring for her mother. She turned those into a book, “My Mother’s Money: A Guide to Financial Caregiving” (Crown Currency, November 2025). Beth was previously the launch Money Editor for Buy Side from WSJ, providing advice and service on anything having to do with how people handle their money. Prior to that, she was a personal finance columnist and editor at Reuters for eight years. She covered all aspects of financial planning and decision-making, such as retirement strategies, selecting employee benefits, and saving money. In 2018, she was part of a team that won a Front Page award for Live Online Video from the Newswomen’s Club of New York. Beth worked at Fidelity during the course of the Covid-19 pandemic, where she was an Editorial Director handling coverage of taxes and wealth strategies. She also was the editor of Walletpop.com, a personal finance website owned by AOL that launched in 2008 in the midst of the Great Recession and focused on frugality, budgeting and finding the best deals. Beth spent the first part of her career as a film critic and entertainment business reporter, writing for many publications, such as Entertainment Weekly, The Dallas Morning News, The Independent Film & Video Monthly, Variety and the New York Times. She had brief stints at “Who Wants to Be a Millionaire” and was an intern for “Late Night with David Letterman.” Beth has a B.A. in English from Harvard University. She is the mother of two humans and one dog and lives in Brooklyn. ______________________ For More on Beth Pinsker My Mother’s Money: A Guide to Financial Caregiving Website MarketWatch columns ______________________ Podcast Conversations You May Like Is Your House in Order? – Adam Zuckerman What Matters Most – Diane Button ______________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Becoming a Financial Caregiver “I think what really matters when you’re trying to be a financial caregiver is that you pay attention to the details. Some people, most people in fact, never have the conversation with anybody that they’re caring for, their parents, aunt, uncle, whatever. Nobody knows how much money anybody has. Nobody knows what they’re spending their money on. Everybody keeps that information private. But even if you do step into the conversation, like my Mom and I stepped into it a little bit – big picture stuff. Can you afford two houses? No, we’re going to sell one. So you can’t have a summer place anymore kind of thing. When should Dad stop driving? Big picture stuff. But nobody ever gets down to the little stuff that you have to do when you fully take over for somebody. Like when I had to step in and take care of my Mom’s bills, it got down to such nitty gritty like, do you pay your electric bill on an automated schedule? Or how do you pay it otherwise? Do you mail in a check? Like nobody talks about that kind of stuff. But that is absolutely essential when you are a financial caregiver.” On Advocacy “One of the biggest things I did with my Mom and any care setting she was in was try to humanize her for the caregivers. They needed to see her as a person who was functional.  Now, because they all they saw was a little frail old lady who was out of it most of the time, they just assumed she had cognitive decline or dementia and they weren’t trying to get her back to any sort of baseline. And so what I did was primarily showed them like, Oh, isn’t this funny? I saw this video I took two weeks ago on my phone of my Mom playing Scrabble with us. You know my Mom was fine. And then she wasn’t and they just thought that she was always like she was in the hospital. And so to fight for services and fight for what you what you need out of them with an with a person who’s sick and aging is to constantly humanize them so that people in the medical industry want to help them.” On What To Do First “You need to make sure that you have the proper documents to help somebody. We are all legal adults and nobody can help us with certain things unless they have the proper authorization.  That’s a durable power of attorney, a healthcare proxy and some kind of will or trust for after the person dies plus beneficiary designations. You need to secure the person’s phone because so much today is run,  through our phones and if you don’t have the passcode, you’re going to hit a brick wall of no – and the brick wall of no is unmovable. So you need to secure that phone. You need two factor authentication. You need to know what banking apps, and you need to just know what’s in a person’s phone. Those are the two main important things. But the last thing is even more consequential. You need to know what the person wants. Their wishes matter. Having a conversation about what they want and what you’re able to do is absolutely essential both for your mental health, your wellbeing and for how much money you can spend on any particular thing. You just have to know what page everybody’s on.”

Darum geht es in der vierten Folge der zweiten Staffel Future FINANCE.Die Klischees sind bekannt: 80-Stunden-Wochen, astronomische Boni, Excel-Sheets bis zum Umfallen. Wir tauchen ein in den Olymp der Finanzwelt. Unser Gast beriet bei Milliarden-Deals, steuerte als CFO durch die Finanzkrise und baute Investmentbanken auf. Marcus Schenck gehört zu den einflussreichsten Finanzmanagern Deutschlands. Wir sprechen mit ihm darüber, was es heutzutage braucht, um im Investmentbanking wirklich erfolgreich zu sein. Außerdem gibt er uns exklusive Einblicke in seine persönlichen Karriereentscheidungen.Zu Marcus SchenckMarcus Schenck ist seit Juni 2022 Co-Head of Investment Banking bei Lazard für die DACH-Region. Er startete als McKinsey-Berater, wurde Goldman-Sachs-Partner, später Finanzvorstand bei E.on und stellvertretender Vorstandsvorsitzender sowie CFO der Deutschen Bank. Zuletzt vor seinem Wechsel zu Lazard gründete er den ersten deutschen Standort für die Investmentbank Perella Weinberg. Sie haben noch Fragen an Marcus Schenck? Hier können Sie ihn erreichen: Marcus Schenck | LinkedIn

Ever wondered what it really takes to break into investment banking, private equity, or consulting — especially if you didn't come from a target school or finance major? Meet Mohit Shrivastav, one of our featured mentors at WSO Academy, who shares how students can build the right skills, find mentorship, and position themselves for top-tier finance roles — no matter their background. From practical recruiting advice to insights from his own experience guiding students through interviews and technical prep, this episode will help you understand the mindset, structure, and support that actually get results. ⏱️ Chapters 00:00 – Introduction: Who Is Mohit Shrivastav? 01:20 – How Mohit Got Started in Finance 03:00 – Early Struggles & Lessons From Breaking In 05:10 – What Inspired Him to Mentor Students 07:25 – The Role of Mentorship in High-Finance Recruiting 09:30 – Common Mistakes Students Make During Recruiting 12:00 – How to Build a Strong Resume Without Experience 14:45 – How to Prepare for Technical Interviews 17:20 – Why Networking Matters More Than You Think 20:10 – How WSO Academy's Structure Keeps Students Accountable 23:00 – Real Stories: Students Landing Investment Banking Offers 25:40 – The Transformation: From Uncertainty to Confidence 28:15 – Key Skills Every Student Should Build Before Recruiting 30:00 – Mohit's Advice for International and Non-Target Students 32:00 – The Mindset Behind Long-Term Career Growth 34:00 – Final Thoughts & Message to Future Students

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss shares lessons on building ethical cultures, leading through influence, and navigating shifting political and market dynamics. He offers candid insights on rebuilding institutional trust, fostering transparency, and prioritizing customers' best interests, not just avoiding harm. Listeners will learn how humility, emotional intelligence, and consistent values shape resilient leadership and sustainable success. Whether you're early in your career or leading teams at scale, this conversation offers deep insights into balancing performance with integrity in today's financial world.Meet Jonathan Weiss:Jonathan Weiss is the former CEO of Wells Fargo Corporate & Investment Banking, where he led a $20 billion revenue business before retiring in June 2025 after two decades with the firm. Over his 45-year career, he also headed Wells Fargo's Wealth & Investment Management and Wells Fargo Securities divisions, following 25 years at J.P. Morgan and its predecessors. A Princeton graduate in Romance Languages, Weiss is recognised for his ethical leadership and service on boards including Youth I.N.C., the Lawrenceville School, and the National Humanities Center.

The following article of the Finance & Fintech industry is: “Corporate Governance: A New Standard for Strategic Leadership” by Alessio Mazzanti, Managing Director, Latam Investment Banking.

This Giving Tuesday episode brings together seven incredible organizations making a real difference in the Omaha community. Hosts Chantel Windeshausen and Liz Malmberg, along with Centris Vice President of Community Relations, Dawn Gonzalez, sit down with five of the seven 2025 Centris Community Impact Grant winners to discuss their missions and the lives they're changing.Hear from Emily Moser of Ronald McDonald House Charities about providing a home-away-from-home for families with critically ill children. Representatives from Project Harmony's Connections program, Kodjovi and Joanna, discuss bringing school-based mental health therapy and expressive arts groups to Omaha-area students. Amy Krause and Leigh Sitenauer from Bags of Fun share how they deliver joy to kids battling serious illnesses. Melissa Nelson of Neighborgood explains how their market-choice pantry fights food insecurity in Sarpy County. And, Melissa Glenn from the Builder Foundation discusses training the next generation of construction trade specialists.Plus, hear about the homes Habitat for Humanity North Platte and Volunteers Assisting — two additional grant recipients unable to join but making equally important impacts.Bags of Fun Omaha: https://bagsoffunomaha.org/ The Builder Foundation: https://builderfoundation.org/ NeighborGood: https://neighborgoodpantry.org/ North Platte Area Habitat for Humanity: https://www.nphabitat.org/ Project Harmony Child Advocacy Center: https://projectharmony.com/ Ronald McDonald House Charities Omaha: https://rmhcomaha.org/ Volunteers Assisting Seniors (VAS): https://vas-nebraska.org/– About A Penny or Two for Your Thoughts –When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Don’t retire. Redesign. Join our small group program beginning in January. Learn more. ___________________________ Will your retirement life look like the glossy images you see in the brochures? Wise up. There’s a real transition that happens when the paychecks stop and you move into your new life. But here’s the thing: it presents an opportunity for rewarding personal growth, or even transformation, that may not be apparent to you at first. Tom Marks spent decades defining himself by his profession and then faced such a transition when he stepped away. Tom shares his journey from being a high-pressure boss to finding his ‘path of happiness.’ We discuss the danger of the ‘hedonic treadmill,’ the specific mistakes to avoid in your transition to retirement, and why at this stage of life, we are all entitled to a ‘satchel of do-overs.’ Tom Marks joins us from Arizona. ________________________ Bio Tom Marks survived 48 years in the advertising business and has lived to write about it. He has won the American Advertising Awards more than sixty-five times for his writing, including TV commercials, print ads, and magazine and newspaper articles. He spent many years on the professional speakers circuit and apparently survived that, too. His thought leadership workshops for Fortune 500 companies, as well as for small and medium-sized businesses, have brought him national acclaim, and his love of the original thought leaders, Socrates, his star-student, Plato, and Plato’s ace student, Aristotle has made Tom a favorite among CEOs across the US who want to learn about corporate ethics and its origins. Tom’s new book is Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment, also a national bestseller. Tom has won the Gold Medal for Best Nonfiction Book from the Nonfiction Writers Association, three International Impact Book Awards, the POTY Award, two Literary Titan Awards, the Reader Views Award, and two American Book Fest Awards. ___________________________ For More on Tom Marks Coming of Age in Retirement: An Advertising Executive’s Story of Revelation and Enlightenment The Peaceful Retiree ____________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz, PhD Make Your Next Years Your Best Years – Harry Agress, MD _____________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On the Identity Crisis in Retirement “Who are we after we are once who we were? And so I had to let go of that stuff. I had to let go of working with these people… But I let go of the things I really like to do, which was write and direct TV commercials… But that was probably the hardest thing to let go. And I still find myself, Joe, thinking about that, those days.” On “The Do-Over” “We are entitled to the satchel of do-overs, but we are not entitled to a do-over of a do-over. We can make the mistake and we shouldn’t be hard on ourselves, but we’ve got to move past it.” On Miserable Retirees “I tried to understand why people would be so unhappy and actually miserable in retirement. And it wasn’t that they woke up on the wrong side of the bed. They woke up on the wrong side of life.” On the Danger of Possessions “Most of that stuff are possessions. But, you know, they accumulate and they just become baggage. And there is so much research that tells us that as much as we chase this stuff, it doesn’t define happiness because the goalposts just move further and further away.”

What exactly is the current state of our capital market? While there is consensus that stability is returning, the debate is about the pace of recovery, and what Egypt actually needs to get foreign capital flowing again. In this episode of Forum Playback, we move past the headlines to examine the intricate economy of capital markets, which is fueling what many believe is a major pivot point for Egypt. It’s an honest look at why optimism is high, and at the same time, a nod to how structural work is far from over. Leading the discussion are three dealmakers who’ve navigated this landscape for years: Mostafa Gad, Global Head of Investment Banking at EFG Hermes; Amr Helal, CEO of the Sell-Side at CI Capital; and Bassem Fayek, Managing Director and Partner at Boston Consulting Group. Alongside The Enterprise Company’s Director of Audience and Communication Rehaam Romero, they reveal the "missing ingredients" for a thriving market. They discuss why vague investment narratives are killing deals (and the specific formula needed to fix them), the growing tension between private equity and public listings, and the stark reality of Egypt’s market cap versus GDP, compared to its regional peers. Forum Playback is an eight-part series capturing the definitive conversations we hosted as part of our annual EnterpriseAM Business Forum. A big thank you to our sponsors: Banque Du Caire, Beltone, Banque Misr, HSBC, Mashreq, Post for Investment, Arkan Palm, Global Corp, MNT-Halan, Sodic, CI Capital, BCG, and Baker McKenzie. For additional coverage from the forum, go to: https://enterprise.news/egypt/en/archive/list/1/16/forum-2025/0/0/25/1 The full forum agenda is available on: https://egyptforum2025.enterprise.news To learn how you can advertise with EnterpriseAM, get in touch with Moustafa Taalab: mtaalab@enterprisemea.comSee omnystudio.com/listener for privacy information.

.In dieser Folge des Karriere Insider Podcasts spricht David Döbele mit Timo Peter, der im Small-Cap M&A tätig ist und Einblicke in den Arbeitsalltag abseits der großen Investmentbanken gibt. Timo berichtet von seinem Karriereweg, den Besonderheiten im Small-Cap-Bereich und wie sich Aufgaben, Verantwortung und Arbeitsweise von klassischen Investment-Banking-Rollen unterscheiden. Außerdem geht es um Themen wie Arbeitszeiten, Workload, Gehaltsspannen und welche Fähigkeiten junge Talente mitbringen sollten, um im M&A – unabhängig von der Dealgröße – erfolgreich zu sein.LinkedIn Timo Peter: https://www.linkedin.com/in/timo-peter/Karriereseite Göttingen Corporate Finance: https://goettingen-cf.com/job_advertisement/investment_banking_analyst.htmlMein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=SmallCapMABeraterüberGehaltundArbeitszeitenimInvestmentBankingKarriereInsider261125Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=SmallCapMABeraterüberGehaltundArbeitszeitenimInvestmentBankingKarriereInsider261125_____________________________________________Timestamps00:00:00 - Intro / Vorschau00:00:53 - Vorstellung & Karriereweg00:17:37 - Was bedeutet eigentlich Small- und Mid-Cap im M&A?00:20:50 - Wie häufig gibt es im M&A Leute mit technischem Background?00:24:11 - Execution & Sourcing: Ab wann wird man im M&A eingebunden?00:28:50 - Was versteht man im M&A unter Sourcing?00:30:57 - Ab wann macht es Sinn, eine eigene M&A-Beratung zu gründen?00:33:05 - Unterschied zwischen Small-/Mid-Cap und Large-Cap00:36:23 - Einstieg für angehende Gründer: Große Bank oder kleinere Boutique?00:41:54 - Warum Timo nicht ins Private Equity gewechselt ist00:44:09 - Sourcing & Execution: Aufgabenverteilung bei Göttingen Corporate Finance00:48:23 - Was braucht man, um im Sourcing wirklich erfolgreich zu sein?00:59:16 - Wie fair sind M&A-Prozesse wirklich?01:06:28 - Wie viel verdient man an einem Deal? Typische Fee-Strukturen im M&A01:12:18 - Sell-Side, Buy-Side oder Kapitalerhöhungen01:20:07 - Learnings & Tipps – Was man wirklich braucht, um erfolgreich zu sein01:25:15 - Welche Bewerber überzeugen bei Göttingen Corporate Finance?01:27:30 - Entwicklung von KI im M&A01:31:11 - Was Göttingen Corporate Finance im Vergleich zu anderen Beratungen attraktiv macht01:34:12 - Outro_____________________________________________Weitere hilfreiche YouTube-Videos:Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcastINVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0fUNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnUDie besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0KsDie besten Unis für den Master: https://youtu.be/fdKknPZzO4wALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlYALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU_____________________________________________Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst:Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=SmallCapMABeraterüberGehaltundArbeitszeitenimInvestmentBankingKarriereInsider261125Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=SmallCapMABeraterüberGehaltundArbeitszeitenimInvestmentBankingKarriereInsider261125Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=SmallCapMABeraterüberGehaltund

Two New Designing Your Life groups kicking off in January 2026 is coming soon. Is It Time to Design What’s Next?. Learn more and sign up today Early registration discount ends 12/15 “Now I know what I’m retiring to.” _________________________ What if everything you’ve been chasing in your full-time working years—the promotion, the bigger paycheck—hasn’t been leading you toward the life you really want? Today’s guest, Jon Rosemberg, knows this tension firsthand. After 25 years of climbing the corporate ladder and finally “making it”, he found himself in a heated Zoom call, heart racing, feeling trapped—until a moment with his kids playing Legos changed everything. Within two weeks, he left his job, went back to school, and wrote A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning, a roadmap for moving from survival mode to genuine fulfillment. In this conversation, Jon reveals the crucial difference between success and thriving, why thriving is both a choice and a skill set, why discomfort is essential for growth, and how the beliefs we carry shape every choice we make—especially as we approach retirement. If you feel stuck on the hamster wheel or are wondering what comes next, this episode offers a fresh lens on what it means to truly thrive. Are you in Survival Mode? Take Jon’s quiz Jon Rosemberg joins us from Toronto. ___________________________ Bio Jon Rosemberg empowers leaders and organizations to shift from survival mode into thriving. With 20+ years of expertise in leadership development, coaching, organizational transformation, and workplace culture, Jon combines real-world business insight with cutting-edge research to help people reclaim their agency and find meaning. Jon has successfully led high-impact initiatives at Walmart, Procter & Gamble, Indigo, and GoBolt. He holds an MBA from Cornell University, a Master of Applied Positive Psychology from the University of Pennsylvania, and advanced certifications in leadership, coaching, and complex negotiations. As CEO of Strongpoint Group and co-founder of Anther, Jon guides individuals through powerful personal transformation with clarity and confidence. Originally from Caracas, Venezuela, Jon's journey to thriving has taken him from New York and Montreal to Toronto, where he lives with his wife, Adriana, and their two sons. _____________________________ For More on Jon Rosemberg A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning Website LinkedIn ______________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com ______________________________ Podcast Episodes You May Like The New Happy – Stephanie Harrison Living Like You Mean It – Jodi Wellman Everyday Vitality – Dr. Samantha Boardman ________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On Surviving versus Thriving “You feel like you’re putting out fires, like you’re just moving from one thing to the next. And it’s very hard to see a lot of options. So that’s a really good way to define survival mode.  Now let’s try and define what thriving is not. And I think what thriving is not is success. And we’ve often confused thriving with success. I would say success is often measured by money, status, and power. These are three things that we’re all very familiar with, especially because we live in a system that it’s meant to help us be successful. I’m sure many of your listeners experience most of their lives trying to accomplish these extrinsic motivators that are the success motivators, money, power, and status. Thriving on the other hand is a little bit different. Thriving is about agency, meaning, and connection. And when I mean connection, I mean human connection, connecting with other people. Those are kind of like the three big intrinsic motivators of thriving.” On Agency “Agency is a skill. It’s not an innate thing that we’re born with. It’s something that we develop. It’s like going to the gym, like doing strength training to get more muscles. Agency is also a developed skill. And as I went deep into the research, I found three things that kept coming up and I synthesized them in an acronym, which is AIR, A-I-R, which stands for Awareness, Inquiry, and Reframing.” On Negativity – and Hope “We find ourselves today, because we’re surrounded by so much negative information and constantly bombarded by negative information, we tend to our negativity bias, which is this kind of survival mechanism. And by the way, every second we’re exposed to about 10 million, between 10 million and a hundred million stimuli. Every second we’re exposed, and only about 10 to 50 of those make it into our conscious awareness. And of those 10 to 50, not 10 or 10 to 50,000, just 10 to 50 of those bits of information actually make it into our conscious awareness. And of those, the ratio is about, by some estimates, nine to one of negative to positive. So what I’m suggesting with this idea of positive prospection is hope, really. It’s this idea that if we can be hopeful about the future, then we can create that future. If we give up and there’s no hope, then it’s very difficult. If we’re in that hopeless state, which is very much correlated to survival mode, then it’s much harder to do that.”

Two New Designing Your Life groups kicking off in January Retirement by Design: Create a meaningful roadmap for what's next. Early registration discount ends 12/15 Limited to 10 spots per group Learn more and sign up today  __________________________ Should you hire a Financial Advisor or do-it-yourself ? Glenn Frank rejoins us with some food for thought. __________________________ Just Asking for a Friend… Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _____________________ Bio Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.   Professor Glenn Frank is a partner at https://www.frankandflanagan.com . Glenn's college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He has been interviewed by the Wall Street Journal, Reader's Digest, Financial Planning, The Boston Globe,  and various other media outlets. _________________________ For More on Glenn Frank Current monthly workshops: “DIY or Advisor”, “How to Build a Lifetime Portfolio” and “Finding a Balance between Time, Money and Joy”. Links can be found at Time, Money and Joy.com (no registration required, extensive slides and resources provided). _________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Purpose Code – Dr. Jordan Grumet The Good Life – Marc Schulz, PhD ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters. ________________________

Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and deal flow to team structure and day-to-day responsibilities.They also explore how each path impacts your training, career development, and how to tailor your interview approach. Whether you're drawn to the global reach of a bulge bracket or the hands-on experience of a boutique, this episode helps you choose the right fit and position yourself for success.(00:00) Intro & Episode Overview(01:42) Defining Bulge Brackets vs. Boutiques(03:48) Business Models & Services(06:59) Deal Flow Differences(09:21) Team Structure & Responsibility(11:30) Culture & Career Development(15:08) Interview Tips & Final Thoughts(17:20) Conclusion*****Take a free M&A Finance Accelerator simulation Join our in-person 5-day Finance Bootcamp in London, 15-19 December 2025

Two New Designing Your Life groups kicking off in January Your Future, Designed: Turn curiosity into action with design thinking.  Early registration discount ends 12/15 Learn more and sign up today   Limited to 10 spots per group ________________________ What does it mean to age with agility? Dr. Michelle Pannor Silver, University of Toronto professor and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age , rejoins us and shares what she discovered after studying everyone from retired Olympians to octogenarians in their best shape ever. Her core messages may flip your assumptions about aging, exercise, and body image. You'll hear how elite athletes taught her about the power—and pitfalls—of lifelong discipline; why negative role models can be surprisingly motivating; and how small, practical habits like brushing your teeth with your non-dominant hand can strengthen both your body and your brain. If you want to thrive as you age, her insights will inform and inspire you. Michelle Pannor Silver joins us from Toronto. ________________________ Bio Michelle Pannor Silver is a Professor at the University of Toronto and author of numerous studies on aging. Her first book, Retirement and Its Discontents, draws from in-depth interviews she conducted with people whose departure from their life's work meant losing a core and fundamental component of their personal identity. Her second book, Aging with Agility examines how our perceptions of aging shape the way we take care of our bodies. Her work calls attention to ageism and societal loss while highlighting the personal struggles that can be arise when there is a mismatch between personal identity and social expectations about age. Michelle received her PhD from the University of Chicago and completed undergraduate degrees at the University of California Berkeley. ________________________ For More on Michelle Pannor Silver Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age Website __________________ Michelle Pannor Silver's Previous Visits If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver The Retirement Roundtable III __________________ Podcast Conversations You May Like The Stress Paradox – Sharon Bergquist, MD The Benefits of a New Challenge – Joe Simonetta The Joy of Movement – Kelly McGonigal _________________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60),

Scott Levy spent two decades as an investment banker at firms like J.P. Morgan, advising corporate boards and senior executives on risk, growth, and capital decisions. Then he pivoted, serving on a public school board, teaching at Harvard, and writing Why School Boards Matter.   In this episode, we discuss: How Levy broke into investment banking and the lessons that carried him through twenty years on Wall Street What he learned about resilience, risk-taking, and long-term thinking at the highest levels of finance Why he left a successful career to focus on public education and democracy How business principles can, and cannot, be applied productively to education What executives misunderstand about AI, and the questions they should be asking   Get Scott's book, Why School Boards Matter, here: https://mitpress.mit.edu/9780262552721/why-school-boards-matter/   Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF   Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions   Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom   Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build   Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach   Free gift #6 Get a copy of Nine Leaders in Acton, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question (for a friend, of course…) to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or email me at joec@retirementwisdom.com --- What really makes for a successful retirement? Financial readiness is only part of the story. After decades in the financial planning world, Joseph Maugeri, a CFP professional and former executive at the CFP Board,  knew what to expect. But when he stepped into retirement himself, he was surprised by  the mental and emotional transition to retirement. In this episode, Joseph shares the lessons he's learned firsthand—what surprised him, what helped him adjust, and the SHELF framework he built to stay balanced and purposeful in retirement. If you're planning your own transition or supporting someone who is, Joseph's insights will help you navigate it with more confidence, patience, and optimism. Joseph Maugeri joins us from Pennsylvania. ___________________________ Bio Joseph V. Maugeri, CFP®  joined the CFP Board in 2011. Prior to his retirement, he was the Managing Director, Corporate Relations, focused on continuing to strengthen and enhance the organization's connections within the financial services industry. His responsibilities include the growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team. Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business. __________________________ Two New Designing Your Life groups kicking off in January Early registration discount ends 12/15 Learn more and sign up today  Limited to 10 spots per group __________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin Retiring: Creating a Life That Works for You – Teresa Amabile The Balancing Act in Retirement – Stew Friedman ___________________________ Mentioned in This Episode Let's Make a Plan - Find Your CFP®  Professional ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University.

What does Pakistan's shift to a fully Islamic financial system by 2028 mean for financial institutions? We explore the impact of the FSC's ruling and State Bank reforms, offering strategic insights into regulatory transformation, market leadership, and new opportunities in financial inclusion and the Islamic economy. We hear from industry leaders on how to position for success in a changing landscape.Moderator:Dr Irum Saba, Director of the Centre for Excellence in Islamic Finance, Institute of Business AdministrationPanelists:Azeem Pirani, Chief Operating Officer and Executive Director, EFU Life AssuranceMuhammad Faisal Shaikh, Head, Shariah Compliance and Advisory, Faysal BankShauzab Ali, Principal Project Officer, Asian Development BankSyed Tanveer Hussain, Group Executive and SEVP - Corporate, Commercial and Investment Banking, Meezan Bank

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

What if retirement isn't the end of something — but the beginning of something better - and deeply meaningful? Dr. Susan Reid thought she was ready for her next chapter when she retired early from her career as a university professor. But within weeks, she realized she'd gone from 100% full throttle to zero — and felt adrift. That awakening led her on a powerful journey to re-vision retirement — for herself and for the millions of others who feel they're “not done yet.” In this conversation, Dr. Reid shares the insights from her research and personal experience — about identity, purpose, and how to craft a clear vision for the next phase of life. You'll hear how to move from “what am I leaving?” to “what am I moving toward?” and how meaning, contribution, and joy can fuel a longer, healthier, and more fulfilling life after you leave full-time work behind. If you're planning your own next act — or helping someone who is — this episode will change how you think about what comes next. Susan Reid joins us from Halifax. _____________________________ Bio SUSAN REID is an award-winning expert on the topic of vision. Until 2021, Susan was a tenured professor of marketing and entrepreneurship at Bishop's University in Lennoxville, Quebec. As a teacher, researcher, and keynote speaker, she works at the intersection of marketing, innovation, and user-focused design, with an in-depth focus on the topic of vision, particularly for older adults and entrepreneurs. Her book on Entrepreneurial Vision: A guide for charting and implementing the vision process (co-authored with Charles Crawford). Susan is also the co-founder of Domaine Pinnacle, a pioneering Canadian producer of craft ciders and spirits. When she retired at age 57, after years of helping businesses and individuals develop their visions, Susan realized, to her surprise, that she had not set a vision for her own retirement. This led her to develop a workbook (Re-Visioning Retirement) for people just like her. Susan holds a Bachelor of Science degree from Queen's University, an MBA from McGill University, and a Ph.D. from Concordia University's John Molson School of Business. _____________________________________ For More on Susan Reid Re-Visioning Retirement: A Workbook Website ______________________________________ Podcast Conversations You May Like Joyspan – Kerry Burnight, PhD The Power of Reinvention – Joanne Lipman When Will You Flip the Switch? – Dr. Barbara O'Neill Make Your Next Years Your Best Years – Harry Agress, MD ________________________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia Uni...

Stephen Grootes speaks to Kwena Moloko Equity Research Sales and Investment Banking about top business and financial news of the day. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In Folge 18 von “'AI in Finance” sprechen Sascha und Maik die neuesten Entwicklungen bei OpenAI, insbesondere den neuen Browser Atlas, der mit neuen KI-gestützten Funktionen kommt. Sie beleuchten die Herausforderungen der Altersverifikation für Erwachsene und die strategischen Schritte von OpenAI zur Entwicklung eigener Chips. Die beiden sprechen über die aktuellen Entwicklungen im Bereich Künstliche Intelligenz, insbesondere die Risiken einer möglichen KI-Blase, die Herausforderungen, vor denen Apple steht, und die strategischen Schritte von Unternehmen wie Anthropic und Revolut. Sie beleuchten die Automatisierung im Investmentbanking durch OpenAI's Project Mercury und die Integration von KI in Finanzdienstleistungen.

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode of the Real Estate Pros podcast, Kristen interviews Bryce Bush, a seasoned entrepreneur in the real estate industry. Bryce shares his diverse background, starting from a contractor to becoming a general partner at DDT Wealth LLC, focusing on hard money lending and financial services. He discusses his mindset towards business, the importance of incorporating financial services into real estate, and his mission to empower veterans through real estate investments. Bryce emphasizes the significance of personal connection in leadership and offers valuable advice for aspiring entrepreneurs.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Moderator:Ahsan Ali, MD & Head, Islamic Corporate & Investment Banking, Standard Chartered BankPanelists:Dr Mohamed Ali Elgari, Global Shariah Supervisory Committee Member, Standard Chartered BankDato' Prof. Dr Aznan, Global Shariah Supervisory Committee Member, Standard Chartered BankMufti Muhammad Abdul Mubeen, Group Head Shariah, Standard Chartered Bank Member Shariah Board, Standard Chartered Bank Pakistan & Shariah Committee, Standard Chartered Saadiq Berhad MalaysiaProf. Dr Zurina Shafii, Shariah Committee Member, Standard Chartered Saadiq Berhad Malaysia

What if doing less could actually give you more? Author and minimalist Christine Platt, known as The Afrominimalist, joins us to explore how letting go of clutter—physical and emotional—can lead to a life of greater intention, peace, and purpose. Her new book, Less Is Liberating, challenges the myth that our worth is tied to our busyness or possessions. In this conversation, Christine opens up about her own transformation—from attorney, federal government leader, to writer and minimalist—and shares how living with less helped her rediscover herself after parenting, career, and overwhelm. If you've ever struggled with the question “Who am I now?” or felt burdened by the weight of “shoulds,” you'll want to listen closely. This episode is about redefining freedom—not just freedom from, but freedom for—the life you truly want in retirement. Christine Platt joins us from Washington, DC. In This Conversation, You'll Learn: - How Christine's minimalist journey began—and what she discovered about consumerism and identity. - Why overwhelm became her “baseline” and how she learned to listen to her body's warning signs. - What the “five wells” of wellness reveal about balance and self-care. - How limiting beliefs form—and how they shape our behavior long after we leave work. - The powerful distinction between freedom from and freedom for in retirement. - How to reclaim your time, your energy, and your sense of self. _______________________ Bio Christine Platt is the author of Less Is Liberation: Finding Freedom from a Life of Overwhelm. a multi-hyphenate, multi-genre author whose work centers the journey of personal liberation—inviting readers to examine, release, and reimagine the narratives that shape their lives. From adult fiction and lifestyle to children's literature and cultural commentary, Christine's expansive body of work defies genre limitations by centering an empowering throughline: understanding and achieving personal liberation. With each book, Christine affirms what she knows to be true: liberation is not a destination—it is a way of being. And through the power of storytelling, she helps others find their way. Christine holds a Bachelor of Arts in Africana Studies, Master of Arts in African and African-American Studies, and a Juris Doctorate from Stetson University College of Law. _______________________ For More on Christine Platt Less Is Liberation: Finding Freedom from a Life of Overwhelm Website _______________________ Podcast Episodes You May Like Keep the Memories, Lose the Stuff – Matt Paxton The Joy of Saying No – Natalie Lue Stop People Pleasing – Hailey Magee ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK),

Becky Tenges, owner of Equine BodyWorks LLC and a life-long lover of horses, brings her extensive knowledge and training to the horse and its team of trainer, farrier, veterinarian and other equine professionals. Becky, the daughter of a farrier, grew up in Southern California on an Arabian horse ranch and earned a Bachelor of Science Degree in Agricultural Economics from UC Davis. After leaving a twenty-year career in Investment Banking, Becky returned to her involvement with horses, initially for the therapeutic benefit they provide to humans; and now for the therapeutic benefit that she can provide to them. With over 40 years of experience with horses, Becky's focus in her business practice is to provide therapeutic relief to her equine clients and information and answers to their owners and trainers. Becky brings straightforward methodologies and a heartfelt dedication to reducing discomfort and enhancing movement & performance.

Investing in health and science research isn't just about curing diseases. It has huge impacts across society, from creating jobs to driving economic growth to boosting national competitiveness. Study shows that every $ invested in the life sciences industry generates $3 in GDP globally, whereas every job created in the life sciences industry generates five in the global economy. Life sciences are one of the most powerful engines of prosperity, yet many governments still underestimate their economic return.In this episode of The Ripple Effect: Investing in Life Sciences, host Dan Riskin speaks with Patrick Horber, President of Novartis International, and David Gluckman, Vice Chairman of Investment Banking and Global Head of Healthcare at Lazard. Together, they break down the outsized economic impact of life science innovation, from trillions in US bioscience output to China's meteoric rise as a global R&D hub. The conversation delves into the ways governments can support innovation with not just money, but through policy and regulation; plus, some of the best ways that countries can help the sector secure investment, talent, and long-term growth.This limited series, produced by GZERO's Blue Circle Studios in partnership with Novartis, examines how life science innovation plays a vital role in fulfilling that commitment. Host: Dan RiskinGuests: Patrick Horber, David Gluckman  Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing in health and science research isn't just about curing diseases. It has huge impacts across society, from creating jobs to driving economic growth to boosting national competitiveness. Study shows that every $ invested in the life sciences industry generates $3 in GDP globally, whereas every job created in the life sciences industry generates five in the global economy. Life sciences are one of the most powerful engines of prosperity, yet many governments still underestimate their economic return.In this episode of The Ripple Effect: Investing in Life Sciences, host Dan Riskin speaks with Patrick Horber, President of Novartis International, and David Gluckman, Vice Chairman of Investment Banking and Global Head of Healthcare at Lazard. Together, they break down the outsized economic impact of life science innovation, from trillions in US bioscience output to China's meteoric rise as a global R&D hub. The conversation delves into the ways governments can support innovation with not just money, but through policy and regulation; plus, some of the best ways that countries can help the sector secure investment, talent, and long-term growth.This limited series, produced by GZERO's Blue Circle Studios in partnership with Novartis, examines how life science innovation plays a vital role in fulfilling that commitment. Host: Dan RiskinGuests: Patrick Horber, David Gluckman  Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when a sleepless baby, a Victorian fixer-upper, and a vineyard come together? For Richard Moran, it sparked a multi-year journey of transformation—from corporate boardrooms to wine country. Along the way, he discovered lessons about serendipity, risk-taking, family, and building a place that lasts for generations. In today's conversation, Richard shares his story of balancing a high-flying consulting career with the slower rhythms of grapevines, why creating a family gathering place matters in retirement, and the life lessons he lives by. _______________________ Bio Richard Moran is the author of The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country. Besides being a winemaker and a preservationist, Richard Moran's background includes serving as a CEO, a college president, a venture capitalist and an author he is an authority on workplace issues and hosts a weekly radio program on KCBS, "In the Workplace" and has written ten books about management. Rich has also served as a director on public and private corporate boards. He lives in California's Wine Country. Moran has served as a CEO, a college president, a venture capitalist, and a top-level consultant. He is a set of one. He has worked for or with some of the world's leading organizations including Accenture, Apple, News Corp, American Airlines, PG&E and many others. He prides himself on his matter-of-fact manner of consulting and believes that many parts of the business world are needlessly complicated. Moran holds a Ph.D. in organization behavior but his work is not academic. Research is important but he believes what is just as critical are the observations one can make by being in the “trenches” _______________________ For More on Richard Moran The Accidental Vineyard: An Old House, New Vines, and a Changed Life in Wine Country _______________________ Podcast Conversations You May Like The Portfolio Life – Christina Wallace Edit Your Life – Elisabeth Sharp McKetta The Power of Reinvention – Joanne Lipman _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ____________________________ Wise Quotes On Transitioning to a New Life

On this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with fraud experts Ashley “Ash” Goodsell (Senior BSA Fraud Investigator at Centris), Michelle Vybiral (Assistant Vice President of Strategic Risk Management at Centris), and Deputy Michael P. Dechellis from the Douglas County Sheriff's Office to tackle the scams hitting families hardest in 2025. From sextortion targeting teens with AI-manipulated images, to tech-support “refund” hoaxes draining thousands from seniors, to Nebraska's new LB 609 crypto ATM law that could help victims get back stolen funds, this episode gives you practical tools to spot red flags and protect the people you love. With clear tips, emotional real-world stories, and insider expertise, you'll walk away ready to shut down scammers and keep you and your money safe.– About A Penny or Two for Your Thoughts –When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success.Visit us at our website: https://www.centrisfcu.org/a-penny-or...Listen to our Podcast on:Spotify: https://open.spotify.com/show/6Lf8gGY...Apple Podcasts: https://podcasts.apple.com/us/podcast...*Follow Centris on Social Media:*https://www.facebook.com/CentrisFCUhttps://www.instagram.com/centrisfcu/https://twitter.com/CentrisFCUhttps://www.linkedin.com/company/centris-federal-credit-union/This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens' journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff's evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models. 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies. 34:52 - Supporting portfolio companies: Stone Goff's management summits and thought leadership tools to foster executive collaboration. For more information on Stone Goff, go to https://www.stonegoff.com/ For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

What if the secret to a longer, healthier, and more purposeful life isn't about diets or exercise routines, but about connection, purpose, and how we approach aging itself? In this conversation, Ken Stern author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives.  He shares powerful lessons from his travels across Asia and Europe, where he studied some of the most vibrant societies with a track record of longevity. From intergenerational living to lifelong learning, Ken challenges the way we think about retirement and shows how our later years can be a time of renewal, engagement, and meaning. If you've ever wondered how to thrive in the decades ahead, this episode will give you a fresh perspective—and the motivation to design your own path. Ken Stern joins us from Washington DC. _________________________ Bio Ken Stern is the Founder of the Longevity Project, which fosters public conversation on the impact on longer lives on civil society, and engages a global audience through events, research and newsletters. Stern is the host of the award-winning podcast Century Lives, from the Stanford Center on Longevity. Stern is the author of the new book Healthy to 100: How Strong Social Ties Lead to Long Lives. He has also been a regular contributor to a diverse group of publications such as Vanity Fair, The Atlantic, and Slate. He is also the CEO of Palisades Media Ventures, a Washington D.C. thought leadership company. Stern was previously the CEO of National Public Radio. Prior to joining NPR, Stern was a senior executive in American International Broadcasting, beginning his media career with Radio Free Europe/ Radio Liberty in Munich. Stern, a lawyer by training, holds degrees from Haverford College and Yale Law School. He lives in Washington, DC with his wife Beth and their son Nate. __________________________ For More on Ken Stern Healthy to 100: How Strong Social Ties Lead to Long Lives __________________________ Podcast Conversations You May Like The Super Age – Bradley Schurman Joyspan – Kerry Burnight, PhD Retiring: Creating a Life That Works for You – Teresa Amabile ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ____________________________

Parenting doesn't end when your kids grow up — it just changes. And for many, that shift can be confusing, frustrating, and even painful. How do you move from being the authority to being a supportive "peer"? And what do you do when your hopes for your adult children don't align with who they've become? Today, we're joined by Dr. Francine Toder, a clinical psychologist to discuss her new book Your Kids are Grown: Parenting 2.0 - With Strategies for Moving On. Drawing on decades of research, therapy, and her own lived experience, Dr. Toder shares practical wisdom on how to navigate this often-overlooked stage of family life. You'll learn how to let go, listen with empathy, and focus on your own growth while building stronger, healthier relationships with your adult kids — and perhaps, rediscovering yourself in the process. Francine Toder joins us from California. __________________________ Bio Francine Toder, Ph.D. is an emeritus faculty member of California State University, Sacramento and is a clinical psychologist retired from private practice. She is the author of 5 books. Her newest book is Your Kids are Grown: Parenting 2.0. Her extensive writing on diverse topics appears in magazines, professional journals, newspapers, blog sites and as edited book chapters. She resides in the San Francisco Bay area where she tries to practice the cello daily. ___________________________ For More on Francine Toder Your Kids are Grown: Parenting 2.0. Website ___________________________ Previous Podcast Conversations with Francine Toder The Vintage Years – Dr. Francine Toder Inward Traveler – Francine Toder PhD ___________________________ Podcast Conversations You May Like All Grown Up – Celia Dodd How to Reconnect with an Estranged Adult Child – Tina Gilbertson ___________________________ Mentioned in This Podcast Episode How Did the Latchkey Kids of Gen X Become the Helicopter Parents of Gen Z? by David French ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _________________________ Wise Quotes  On Leveraging Curiosity "...when you step back and realize that that other person or those other persons are not you and you are curious about learning about them,

Annanya Raghavan, Sports Trends Fanalyst on the Google Trends team, joins Cade Massey, Eric Bradlow, and Shane Jensen to share how search data is used to understand and highlight fan engagement, with a particular focus on the WNBA's growing popularity and the broader role of analytics in capturing cultural moments in sports. David Dase, Head of the Southeast Region and Global Co-Head of the Sports Franchise in Investment Banking at Goldman Sachs, joins the show to discuss how the firm is shaping the future of sports as an asset class, from financing teams and arenas to investing in sports-adjacent businesses, highlighting market growth, institutional capital trends, and the increasing importance of brand and fan engagement. Then Cade, Eric and Shane examine the upcoming introduction of automated strike zone challenges in baseball, the game theory behind late-game NFL decisions, and Andrew Percival's data-driven college football rankings, offering a wide-ranging conversation on how analytics and strategy are reshaping modern sports. Hosted on Acast. See acast.com/privacy for more information.

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — https://www.joinhampton.com/exit-reportJordan Schlipf spent a decade building companies optimized for fun, freedom, and friendships. But with years of hindsight, he wonders if he left too much money on the table.Here's what we talk about:Why Jordan left a lucrative investment banking path to chase startupsHow the Rainmaking model let him share risk (and reward) with fellow foundersThe downside of passion-led business: no investment thesis, millions wastedWhy he believes he could've made way more money doing less exciting workWhat he thinks about his $4M liquid net worth — and why it doesn't feel like enoughThe moment he realized private equity is a better game than startupsHow he's now trying to turn around a $10M beauty business without raising capitalWhat it really costs to live well in London as a founder with a familyWhy he regrets chasing the “cool” startup dream instead of playing it safeWhat true wealth means to him today: help, time, and optionalityCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Jordan Schlipf https://www.linkedin.com/in/jordan-schlipf-0b855174Sponsors:Tam your taxes today at https://olarry.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseProtect your upside and get your time back at https://www.cressetcapital.com/moneywiseChapters:(0:49) Breaking Down the Rainmaking Model(2:08) Jordan's Pivot from Investment Banking to Startups(4:15) Why He Couldn't Stay Away from Startups(5:43) The Origins & Vision Behind Rainmaking(8:48) Biggest Challenges in the Rainmaking Model(10:57) Costly Mistakes & Lessons Learned Along the Way(13:00) Why Jordan Stepped Away from VC(17:05) Taking Over as CEO of a Beauty Brand(18:23) Jordan's Current Finances & Where He Stands Today(20:23) Lifestyle Adjustments & Financial Struggles(24:32) Life Before Family vs. Life After(29:04) What He Wishes He'd Done DifferentlyThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

Join our group and design your retirement. Six Fridays starting on October 3rd. Learn more here. _________________________ Is there more to a great life than happiness and meaning?  Dr. Shige Oishi thinks so. He's the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life, and he defines psychological richness as a life filled with diverse, interesting, and perspective-shifting experiences. Unlike the well-trodden paths of happiness (contentment) and meaning (purpose-driven focus), psychological richness is about exploration, challenge, and even taking on uncomfortable challenges —because growth lives outside the comfort zone. And retirement is a catalyst to explore this third dimension of life. Yet, psychological richness doesn't require dramatic change. It's quite accessible through small shifts, and by simply trying something new. Try new foods, meet someone new, or change your routine. And seize opportunities to be spontaneous and playful. Listen in and learn more about how psychological richness can enhance your life in retirement. Shige Oishi joins us from Chicago. _________________________ Bio Dr. Shige Oishi is the Marshall Field IV Professor of Psychology at the University of Chicago. He is the author of Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life. Dr Oishi is one of the foremost authorities on happiness, meaning, and culture. He is the author of The Psychological Wealth of Nations, and his research has been featured in major media outlets, including The New York Times and The Wall Street Journal. __________________________ For More on Dr. Shige Oishi Life in Three Dimensions: How Curiosity, Exploration and Experience Make a Fuller, Better Life Website __________________________ Podcast Conversations You May Like The Art of the Interesting – Lorraine Besser, PhD How to Retire – Christine Benz Make Your Next Years Your Best Years – Harry Agress, MD ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _____________________________ Wise Quotes On Novelty "So these results suggest that if you want to make your life psychologically richer,

Over 100 networking calls, skipped meals, and 12-hour days from 10AM to 10PM… This is the brutal reality of investment banking recruiting — and how Daniel pushed through to land Ducera NYC.