Podcasts about Investment banking

Breaking into Investment Banking with no finance background sounds impossible - but it's not. In this WSO Academy testimonial, Laurence shares how he went from building a $2M startup to landing an Investment Banking offer at JP Morgan. Without a traditional finance background, he had to learn the industry, build the right network, and prepare for one of the most competitive recruiting processes in finance. Chapters 00:30 Intro 02:24 Stepping Away from the Startup 03:00 The Reset Phase 04:12 The Pivot to Finance 05:44 Choosing the MBA Path 06:38 Discovering the WSO Academy 07:51 Preparing for Investment Banking Recruiting 10:29 Lessons & Career Advice Check out WSO Academy — the prep that has helped thousands break into high finance. ------------------------------------------------------------------------------------------------------

________________________ Get started in April on your most important project. Learn more here _________________________ Retirement planning focuses heavily on finances — investments, Social Security, and risks. But there's another question that often sneaks up on people once the career chapter closes: Do I still matter? Our guest today has spent years researching one of the most powerful psychological needs we have as human beings — the need to feel valued and to add value. Jennifer Breheny Wallace is an award-winning journalist and author of the new book Mattering: The Secret to a Life of Deep Connection and Purpose. Her work explores how feeling significant, appreciated, invested in, and depended on shapes our well-being throughout life. And her insights have important implications for retirement. Because when work ends, many people lose one of the primary places where they knew they mattered — where their contributions were visible, valued, and relied upon. In this conversation, we explore:        • Why the need to matter doesn't diminish with age       • How retirees can build what Jennifer calls a “mattering portfolio”       • The surprising research on relationships and resilience       • Practical daily actions that restore a sense of meaning and contribution If you're thinking about retirement — or already there — this conversation may change how you think about purpose, connection, and belonging in the next chapter. _________________________ Bio Jennifer Breheny Wallace is the author of Mattering: The Secret to a Life of Deep Connection and Purpose.  She is an award-winning journalist and bestselling author whose work explores the power of mattering in our everyday lives. Through research and storytelling, Wallace examines the hidden forces shaping modern life, from the crisis of meaning in achievement culture to the essential role of mattering in personal, workplace, and societal health.  Her first book, Never Enough: When Achievement Culture Becomes Toxic — And What We Can Do About It, was a New York Times Bestseller, an Amazon Best Book of the Year, and a Next Big Idea selection. Wallace is the founder of The Mattering Institute, whose mission is to create cultures of mattering in workplaces and communities, and co-founder of The Mattering Movement, a nonprofit whose mission is to create cultures of mattering in K-12 schools. Wallace has partnered with The LEGO Group on its global Play Unstoppable campaign to address perfectionism and grow confidence through play. She has also consulted with Calm wellness app, Netflix, and is a BCG  BrightHouse Luminary. She serves on the University of Michigan’s Well-being Collective Advisory Council, and the Advisory Board for Making Caring Common, a project of the Harvard Graduate School of Education. Wallace is a Journalism Fellow at The Center for Parent and Teen Communication at the Children's Hospital of Philadelphia. After graduating from Harvard College, Wallace was a journalist for CBS “60 Minutes” and was part of the team that won The Robert F. Kennedy Awards for Excellence in Journalism. She is a contributor to The Wall Street Journal and The Washington Post and frequently appears on national television programs to discuss her work. Wallace serves on the board of the Coalition for the Homeless in New York City, where she lives with her husband and their three children. ___________________________ For More on Jennifer Breheny Wallace Mattering: The Secret to a Life of Deep Connection and Purpose by Jennifer Breheny Wallace Website ___________________________ Mentioned in This Retirement Podcast  The Retirement Crisis No One Warns You About: Mattering – The Wall Street Journal Video: Taylor Mali (What Do You Make?) ____________________________ Your choices shaped your career. But when retirement approaches, a new design challenge appears. Not a financial one. A life design challenge. What will your days look like? What will energize you?  What might the next five years become? In the Designing Your New Life in Retirement program, you’ll step back from the fray and apply design thinking to those questions, with a bias for action. Learn more here. Our next two groups begin in April. Join us and get started on your most important project. _____________________________ Podcast Conversations You May Like What Matters Most – Diane Button How to Live a Meaningful Life – Dave Evans 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. ______________________________ Wise Quotes On Adding Value “I found this very common thread among the hundreds of people that I interviewed who, when they were going through a life transition—if it was retirement or grief, getting divorced, all these things—what they did over and over again was that they found new ways to add value. And so they would look for what I call in the book a genuine need in the world. And then they would use either their time or their talents or their treasure to meet those needs. It's kind of a handy formula for finding purpose.” On Your Mattering Portfolio “Plan your retirement social portfolio—your mattering portfolio—as carefully as you plan your financial portfolio…You are only one decision, one action away from getting back on that path to mattering.”  

Breaking into investment banking and other competitive finance roles can feel confusing without the right guidance. In this mentor session, we discuss the realities of finance recruiting, networking, and preparing for high-performance careers in the industry. This conversation covers practical insights for students and early-career professionals looking to understand how recruiting actually works and what it takes to succeed in demanding finance roles. ------------------------------------------------------------------------------------------------------

Luke Boland shares insights from his journey spanning over 15 years in banking, from managing merchant relationships during the early days of contactless payments in Australia to building Standard Chartered's FinTech client coverage across Asia. In this conversation, he discusses the evolution of bank-fintech relationships, the bank's approach to supporting both global players and homegrown innovators like StraitsX and Finmo, the role of stablecoins in bridging traditional finance and digital innovation, and practical advice for FinTech founders on building strong partnerships with financial institutions.About our GuestLuke Boland is the Executive Director and Head of Fintech for ASEAN, South Asia, and GCNA (Greater China and North Asia) at Standard Chartered Bank, based in Singapore. In this role, he leads the Corporate & Investment Banking initiatives within Banks & Broker Dealers, focusing on expanding Standard Chartered's FinTech client coverage across Asia and the bank's global network.Boland joined Standard Chartered in March 2020 as Director of FinTech, and was promoted to his current executive director role in January 2024. His career spans over 15 years in banking, with a strong focus on transactional banking, cash management, and payments. Prior to Standard Chartered, he spent over a decade at National Australia Bank (NAB), where he held various leadership positions across Singapore and Melbourne, including Director of Transactional and Trade Asia and Associate Director of Transactional Banking Asia.Boland's early career included a role as Business Relations Manager at Merchantlink, a merchant acquiring business, where he developed deep expertise in card acceptance and payments infrastructure. He holds a Bachelor of Business in International Business (Applied) from RMIT University in Melbourne.Throughout his tenure at Standard Chartered, Boland has been instrumental in fostering partnerships with leading fintechs in the region, including Xfers (now StraitsX), Finmo, and Atome. He has been at the forefront of the bank's digital asset strategy, supporting the integration of stablecoin infrastructure and blockchain technology into traditional banking services. Under his leadership, Standard Chartered has positioned itself as an active participant in Asia's evolving FinTech ecosystem, supporting both global players and homegrown innovators.Directed by Paulo JoquiñoProduced by Paulo JoquiñoFollow us on LinkedIn for more updatesThe content of this podcast is for informational purposes only, should not be taken as legal, tax, or business advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any Insignia Ventures fund. Any and all opinions shared in this episode are solely personal thoughts and reflections of the guest and the host.

Stephen Grootes speaks to Kenny Fihla, Absa Group CEO about the bank’s latest financial results, after the bank reported a 12% increase in headline earnings to R24.8 billion for the 2025 financial year. The performance was supported by stronger pre-provision profit, lower credit impairments, and continued momentum across key divisions, particularly Corporate and Investment Banking as well as the group’s Africa Regions operations. In other interviews, Ayabonga Cawe, Chief Commissioner of the International Trade Administration Commission of South Africa, talks about the proposed changes to the International Trade Administration Act that could significantly expand the regulator’s powers. The amendments, proposed by Trade, Industry and Competition Minister Parks Tau, would allow the commission to investigate imports that may threaten South Africa’s national security, economic stability and key domestic industries. The proposals come amid a shifting global trade landscape marked by rising protectionism and strategic trade interventions by major economies. 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 See omnystudio.com/listener for privacy information.

Discern what you’ll retire to. Join our group program starting in April. Learn more here _________________________ What if the secret to happiness isn't success or achievement — but simply feeling loved? In this episode, one of the world’s top researchers on happiness and well-being Sonja Lyubomirsky explains why connection, curiosity, and listening may be the most powerful ingredients for a fulfilling life — and a meaningful retirement. Her new book, co-authored with relationship scientist Dr. Harry Reis, is How to Feel Loved: The Five Mindsets That Get You More of What Matters Most —and it offers a surprising and practical roadmap for getting there. Key insights? When you want to feel more loved, don’t try to make yourself more lovable. Don’t try to change the other person. Instead, change the conversation. Go first. Make them feel loved—and watch what happens next. This conversation is full of wisdom for anyone planning for or navigating retirement—a life stage where relationships become the center of your world. Dr. Lyubomirsky talks about the vulnerability paradox, the three magic words everyone wants to hear, why older people are actually happier than younger ones, and what really matters when you’re designing a life worth living. Sonja Lyubomirsky joins us from Santa Monica, California. ___________________________ Bio Sonja Lyubomirsky (AB Harvard, summa cum laude; PhD Stanford) is Distinguished Professor of Psychology at the University of California, Riverside and author of the best-selling The How of Happiness and The Myths of Happiness (published in 39 countries). Lyubomirsky's research—on the possibility of lastingly increasing happiness via gratitude, kindness, and connection interventions—have been the recipients of many grants and honors, including Fellow of the American Association for the Advancement of Science (AAAS), an Honorary Doctorate from the University of Basel, the Diener Award for Outstanding Midcareer Contributions in Personality Psychology, the Christopher Peterson Gold Medal, a Positive Psychology Prize, and the Faculty of the Year Award (twice). She has four kids, ages 12 to 26, and lives in Santa Monica, California. ___________________________ For More on Sonja Lyubomirsky How to Feel Loved: The Five Mindsets That Get You More of What Matters Most Website  __________________________ Retirement Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Retire Happy – Dr. Catherine Sanderson 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. ______________________________ Wise Quotes On Love & Happiness “The key to happiness is feeling connected and loved. The secret to feeling loved is really feeling known.” On Going First “When we want to feel more loved, we often try to make ourselves more lovable. But the research suggests something different — we need to start by making the other person feel loved. A relationship is really a series of conversations. Changing the conversation can change the relationship. When you think about a relationship is a series of conversations. And so during your next conversation, the first step is actually to try to make the other person feel more loved. And so we talk about, you know, showing curiosity in the other person and really listening to them and helping them open up, you know, because the secret to feeling loved is really feeling known. You know, you can’t really feel loved by someone else if they don’t know you, right?  If you don’t really know me, I can’t feel loved by you because I’ll always wonder would he still love me if he knew me? If you could see what was sort of behind those walls. It’s a little bit counterintuitive, right? If you want to feel more loved, you want to go first and make the other person feel more loved.” On Vulnerability “I’m not going to feel loved by you just if you’re admiring me. And so that’s where sort of we go wrong where like, it turns out that actually being a little vulnerable and showing more of our kind of real selves, not really real selves, it’s all real, you know, but you know, kind of showing more of our full selves, what’s beneath those walls. That’s actually what forges a connection. So that kind of, in fact, I think it’s called the vulnerability paradox. Like we think people won’t like us if we show a little bit vulnerability or weakness even, but actually people will like us more. Now, if it has to be done at the right pace and at the right time for the right person, right, you have to really read the room so you don’t just like dump your traumas or your weaknesses right away on another person. That’s not, that’s not going to work either.”

Jordan Cracknell is a UK-based financier and author. In addition to writing opinion pieces for publications such as TODAY.com, Metro.co.uk, City AM, and others, she is the author of You Can Count on Penny, a children's book that inspires young people to embrace their love of mathematics.A native New Yorker, she is a graduate of the University of Cambridge, where she obtained an MBA. Additionally, she has a MSc in Finance from Baruch College. Her parents inspired her to forge a career in Finance after attending ‘Take Your Daughter to Work Day' with her father, who worked in the World Trade Center.From being hired straight out of university putting pitch books together to working on the trading floor for companies such as Deutsche Bank and Renaissance Capital, she has never looked back.Jordan lives in the UK with her husband, the double Olympic gold medalist James Cracknell, and their dogs and cats, balancing her career goals with being a stepmother of three, writing, advocating for more women to enter finance, and inspiring the next generation to manage money and excel in the industry.www.jordancracknell.comhttps://www.linkedin.com/in/jconnell26/

Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives his Midday Word. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the very beginnings of his Tax Alpha Insider Newsletter, a highly successful, focused publication in the wealth management space. I often say that he could become the Michael Kitces of Tax Alpha. Brent is also behind the first Tax Alpha Conference, Basis Northwest, in Seattle on May 28th and 29th, which I will be attending. Brent has an interesting career background, both corporate and entrepreneurial. As mentioned before, he is the Founder of The Tax Alpha Insider, as well as the Basis Northwest Conference. He was also a Software Engineer at Parametric, who is the godfather of direct indexing. Before that, he worked in Investment Banking and Asset Management. Brent holds a Masters of Engineering from Cornell University (Financial Engineering/Statistics), as well as a Bachelor of Science in Mathematics from the University of California, Riverside. In this episode, we discuss all things Tax Alpha, as this is our first interview with Brent. We talk about the reasons he decided to launch this, why Tax Alpha is important now, and how this is one of the best times in history to be a taxable investor with all of the tools available. We discuss everything from householding/asset location, to direct indexing, to tax-aware long-short, buffer ETF's, 351 exchanges, advisor launched ETF's, assets that shouldn't be used for taxable investors, collars/variable prepaid forward contracts, heartbeat trades/ETF share classes, box loans, tax alpha as a volatility buffer, trader funds, etc. We also discuss the impact of AI on advisors and taxable investing, as well as taking the other side, why not just pay the taxes and keep things simple. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA (CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Learn more: https://www.taxalphainsider.com/ https://www.basisconf.com/

What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here. ________________________ Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal mission to empower others to live their lives to the fullest is woven into both his business ventures and creative projects. After graduating from the University of Oklahoma in 2002 with a double major in philosophy and political science, Rod made adventure his top priority, traveling in search of new experiences, inspiration, and deeper meaning. He began writing about his journeys while immersing himself in diverse fields, from mindfulness to literature to software development. Recognizing the importance of legal expertise for his entrepreneurial goals, Rod pursued a J.D. at the University of Oklahoma College of Law, graduating in 2006. He quickly put his education to use by founding two app-based software companies in fantasy sports and photo sharing, before shifting his focus to creating what became one of his life's major undertakings – Oath. Since its inception in 2010, Oath Law has been guided by Rod's belief that life is short and everyone should embrace their unique journey to achieve their full potential. With this perspective, Rod utilized estate planning as a means to help people recognize life is short and organize their affairs, allowing them to focus on what truly matters: enjoying life. _____________________________ For More on Rod Yancy Oath Planning _____________________________ Retirement Podcast Conversations You May Like Retire with Purpose – Cesar Aguirre Design a Phased Retirement – Anna Rappaport Coming of Age in Retirement – Tom Marks _____________________________ 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 Mindfulness  “I remember hearing when I was young, about a farmer whose crops had failed. And when they asked him what he would have done different, he said I would have cared for the soil sooner. And that that really is the thing. Oftentimes, we really don’t care for what matters until after it’s too late to fix it. And I think that when it comes to emotional well being and mindfulness, people sometimes don’t even know what they were missing. But when we sit down with our clients who are retirees, we see clearly that their mindset does shape their experience in retirement even more than money.” On Resilience “Oftentimes, resilience determines whether the change going into retirement feels like freedom, or feels like a loss of identity. And their purpose or what they what they mean to do with their life can make their calendar either feel very empty or open for for better things for them to do.  I don’t know if it’s counterintuitive, but I just keep seeing it time and time again, that people really need to pay attention to who they are before retirement.” On Taking Aim in Retirement “A man without an aim or a woman without an aim…is just that drifting. Taking aim at something is really important even in retirement. I think that is where you find the peace and that’s where you find that purpose.” _____________________________

Who are you when you're no longer your title? For many high-performing professionals, that question can feel destabilizing — even frightening. Michael Kay is a CFP, a financial life planner, the author of the new book How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement. He's been through it himself—the excitement of the new chapter, and then, six months in, the wall he didn't see coming. Today he shares what he's learned about reopening the aperture, grieving what you've left behind, and finding out who you were before you were your job. This is a conversation every high-achieving man—and the people who love them—needs to hear. _________________________ Bio Michael F. Kay is a coach, teacher, author and retired CFP(R). Through his books, workshops, speeches, and the Chapter X community, he's helped thousands of women, men, and families master their financial lives—and navigate the transition from full-time work to what comes next. He's written three books: How to Craft Your Chapter X, The Feel Rich Project, and The Business of Life. His insights have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes, and Psychology Today. Today, he publishes weekly essays for the Chapter X newsletter, hosts the Chapter X podcast, and shares his thoughts on LinkedIn. He is the former president of Financial Life Focus, a fee-only multi-advisor financial life planning firm. ___________________________ For More on Michael Kay How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement _________________________ Podcast Conversations You May Like The Inspired Retirement – Nathalie Martin How to Prepare Mentally for Life After Work – Joseph Maugeri Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt ____________________________ 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 Saying No in Retirement “If it's not joyful, I'm not going to do it.” On Perspective “As we get older and we start focusing towards career, that aperture narrows. And so when we get ready to step into this next chapter, whether it's our choice or not, we are at our narrowest. So we need to, mindfully and intentionally—I think that's the right word—look to reopen that aperture.” On Returning to Music – For Fun “I got the trumpet out and had it cleaned, and I found a teacher, and I started playing again, and I put up on my music stand, ‘fun'—the word fun—to remind me. Because if you miss a note, I was like, ‘You suck.' All these things that come back. And so I had to keep reminding myself: this is for fun. I am never going to be a touring professional musician. I'm never going to play with Blood, Sweat and Tears or Chicago. This is for fun. And it just takes the discipline to keep reminding yourself—have joy in the music, have joy in the doing. The joy is in the journey, not in the destination. Because the destination is the journey.”

Sollte man Claude vollen Zugriff auf den eigenen Computer geben? Glöckler teilt seine Erfahrungen mit dem SecondShot-YouTube-Kanal: Für 300€ lassen sich über YouTube Promotion 120.000 Views kaufen. Jack Dorsey entlässt 4.000 der 10.000 Block-Mitarbeiter. Stripe soll laut Gerüchten PayPal übernehmen wollen. Amazon investiert $50 Mrd. in OpenAI, aber nur $15 Mrd. sofort – der Rest fließt erst bei AGI oder Börsengang. OpenAI schließt seine $110 Mrd. Runde bei $840 Mrd. Bewertung. Netflix steigt aus dem Bieterwettstreit um Warner Bros. aus, die Aktie springt 9%. Burger King setzt KI-Agent "Patty" auf die Headsets seiner Mitarbeiter. Das Pentagon droht Anthropic als Supply Chain Risk einzustufen, weil Claude autonome Waffen und Massenüberwachung ablehnt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Sollte man Claude vollen Zugriff geben? (00:07:58) YouTube Views kaufen: Glöcklers SecondShot-Experiment (00:29:19) Jack Dorsey feuert 40% von Block per Tweet (00:36:44) Stripe will PayPal kaufen? (00:40:11) OpenAI-Runde: Amazons $50 Mrd. mit Sternchen (00:53:03) Netflix steigt aus Warner-Bros-Übernahme aus (01:00:05) Anthropic, Perplexity und Claude Code Hackathon (01:13:56) Profound: SEO für LLMs bei $1 Mrd. Bewertung (01:19:08) Meta kauft Google-TPU-Chips (01:22:04) Burger King KI-Agent "Patty" überwacht Mitarbeiter (01:26:40) Pentagon vs. Anthropic: Supply Chain Risk Drohung (01:33:00) Nvidia Earnings: 73% Wachstum, Aktie fällt (01:35:23) Höfner-Besitzer spendet an AfD (01:38:21) Prediction Markets und Proxima Fusion Shownotes jack dorsey block layoffs - x.com Zahlungsabwickler Stripe bekundet Interesse an PayPal - bloomberg.com Amazon's $50 Billion Investment in OpenAI Could Hinge on IPO, AGI - theinformation.com Netflix ditches deal for Warner Bros. Discovery after Paramount's offer is deemed superior - cnbc.com Anthropic veröffentlichte OpenClaw: KI-Agenten steuern, ohne Befehle. - linkedin.com Can Anthropic just CHILL- x.com Anthropic verbindet KI-Agenten mit Werkzeugen für Investmentbanking, HR - bloomberg.com Software stocks rebound as Anthropic announces new partnerships - cnbc.com Einführung Perplexity Computer: Vereinheitlichtes KI-System - linkedin.com Perplexity Bloomberg Terminal- x.com Ich habe jeden Anthropic AI Hackathon-Gewinner untersucht. - 2ndorderthinkers.com Profound sammelte $96M bei $1B Bewertung von Lightspeed. - linkedin.com Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry - theinformation.com Meta's Internal Chip Design Efforts Hit Roadblocks - theinformation.com Burger King nutzt KI zur Überprüfung von Höflichkeit. - theverge.com Instagram wird Eltern bei Suche nach Selbstverletzungsthemen alarmieren. - theverge.com Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight - axios.com Claude Department of War - x.com Pentagon-Beamter kritisiert Anthropic - cbsnews.com Anthropic sagt, Pentagon-Angebot ist inakzeptabel. - axios.com Hacker nutzten Claude, um mexikanische Daten zu stehlen. - x.com Sam Altman gewinnt gegen Elon Musk in xAI-Klage. - businessinsider.com Shein Chinese Roots- ft.com Duolingo-Aktien fallen nach enttäuschender Buchungsprognose. - reuters.com Coreweave übertrifft Umsatzprognosen im vierten Quartal 2026 - reuters.com Berliner Milliardär spendet 18.000 Euro an die AfD - morgenpost.de Mann wettet gesamtes Erspartes gegen Elon Musk, gewinnt - gizmodo.com Bayern plant bis zu 400 Mio. für Fusionskraftwerk. - businessinsider.de

From 100+ rejections to landing an Investment Banking role in London — this is the real story of how one student broke into IB with zero connections and no roadmap. Nikita shares his journey from Bocconi and ESSEC to securing a full-time Investment Banking offer, including the struggles, internship experience, networking strategy, and key lessons that helped him succeed. Check out WSO Academy — the prep that has helped thousands break into high finance. ------------------------------------------------------------------------------------------------------

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

Don’t plan for just one side of retirement. Design Your Life in Retirement. Join our small group coaching program beginning in April. Learn more here. Very Early Registration Discount ends on March 1st. Sign up here. ___________________________ What if the biggest risk in retirement isn't the market — but misunderstanding your own goals? As you approach retirement, the questions shift. It's no longer just “How much have I saved?” It becomes, “When do I want the freedom to retire?” “How much risk do I really need to take?” And perhaps most importantly — “What is my money for?” Today, I'm joined by financial planner Zach Morris for a candid conversation about risk tolerance versus risk capacity, sequence of return risk, working one more year, helping family, and why having a 100% probability of financial success might actually mean you're leaving life on the table. If you're within five years of retirement — or wondering whether you're truly ready — this episode will help you think differently about risk, purpose, and pulling the trigger. Zach Morris, CFP joins us from Atlanta. __________________________ Bio Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson's statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER® provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way. Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates. Zach supports a number of organizations including Alzheimer's Association, Georgia Chapter, The Shepherd Center, Crohn's & Colitis Foundation of America, and NewStory. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association's Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown's Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels. _____________________________ For More on Zach Morris, CFP Paces Ferry Wealth Advisors Zach Morris, CFP® You Tube channel ______________________________ Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Re-Visioning Retirement – Susan Reid, PhD Retire with Purpose – Cesar Aguirre ______________________________ 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 One More Year Trap “Sometimes it's just one more year because they don't know what the next step is…If somebody is working one more year and they have 100% probability of success — they’re not just leaving money on the table, they’re leaving life on the table.” On Risk “Risk is invisible… you can have a risk tolerance today, but once you hit that maximum threshold, it can very quickly become uncomfortable.” On Retirement Planning “You don't want to go into retirement with unfulfilled expectations. You want to go into retirement knowing what to expect.” _____________________________

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

This episode is sponsored by Airia. Get started today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠airia.com⁠⁠⁠⁠⁠⁠⁠⁠⁠. On this week's AI Inside with Jason Howell and Jeff Jarvis, I unpack the viral “2028 Global Intelligence Crisis” memo, Anthropic's claims of Claude distillation attacks, an OpenClaw inbox meltdown, Meta's massive AMD chip bet, Samsung's “Hey Plex” phones, Pomelli's AI product shots, and Claude's new Wall Street push. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 0:00 - Start 0:02:55 - THE 2028 GLOBAL INTELLIGENCE CRISIS 0:04:45 -  Viral Doomsday Report Lays Bare Wall Street's Deep Anxiety About AI Future 0:08:24 -  IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat 0:09:22 -  Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears 0:20:00 - Anthropic: Detecting and preventing distillation attacks 0:24:19 -  American AI Industry Trembles as Deepseek Prepares to Release New Model 0:33:41 -  Meta Exec Learns the Hard Way That AI [Openclaw] Can Just Delete Your Stuff 0:37:39 -  Google clamps down on Antigravity 'malicious usage', cutting off OpenClaw users in sweeping ToS enforcement move 0:41:52 -  Jia Zhangke Creates AI Video With Seedance 2.0 0:42:29 - The video (translation CC available) 0:52:21 -  Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion 0:53:08 -  Nvidia's Deal With Meta Signals a New Era in Computing Power 0:54:13 -  Samsung is adding Perplexity to Galaxy AI 0:55:22 - Google: Create studio-quality marketing assets with Photoshoot in Pomelli 0:56:55 - Anthropic Links AI Agent With Tools for Investment Banking, HR Learn more about your ad choices. Visit megaphone.fm/adchoices

Don’t drift into retirement. Design yours. Learn more about our next small group coaching program starting in April here. Sign up here. Very Early Registration Discount ends on March 1st. _______________________ What happens when you finally get everything you worked for…and realize something is missing? In this powerful and deeply honest conversation, Darrow Kirkpatrick shares what early retirement can really feel like — beyond the spreadsheets and freedom headlines. After leaving his software engineering career, he found himself confronting something he didn't expect: the loss of identity and clout that work had quietly provided. He discovered that early retirement wasn’t just about having time—it was about creating meaning. Instead of retreating, Darrow leaned into challenges. From launching a successful retirement blog Can I Retire Yet? to spending nights alone above 12,000 feet, to confronting his lifelong struggles with fear and panic, Darrow’s journey, chronicled in his new book Two Sticks, One Path, reveals the surprising truth about what can make retirement fulfilling. If you're within a few years of retirement — or already there — this conversation will make you think differently about what comes next –  and why the challenges we choose to take on may matter more than the comfort we think we want. _________________________ Bio Darrow Kirkpatrick is the author of the new book Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail. Darrow is an early-retired civil and software engineer with five decades of hiking, biking, and technical rock-climbing experience, including first ascents in the Shawangunks of New York and the sandstone belt of Tennessee. He climbed three big walls in Yosemite Valley, California: The Shield and The Nose on El Capitan, and The Regular Northwest Face of Half Dome. In 2011 he founded “Can I Retire Yet?” — winner of the 2019 Plutus award for Best Retirement Blog. His personal finance books include “Retiring Sooner” and “Can I Retire Yet?” ___________________________ For More on Darrow Kirkpatrick Two Sticks, One Path: A Journey Beyond Fear on the Colorado Trail Can I Retire Yet? ___________________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri The Inspired Retirement – Nathalie Martin Lessons Learned in Early Retirement – Chris Mamula _____________________________ 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 Value of Challenge in Retirement “I find 100% of the meaning that I found in early retirement has come from the challenges I’ve tackled.” On Meaningful Pursuits “The things I did pay attention to starting Can I Retire Yet, a successful personal finance blog, a bucket list item hiking the Colorado Trail, even though I had to do most of it on crutches, those things are incredibly meaningful to me, writing a memoir about it. I think I would have really regretted if I had stayed at my corporate desk through all those years instead of reaching for those bucket list items.” On Adaptation “I did have a series of chronic injuries in my lower body, which got worse. I had a bad hamstring injury, was in bed for a few months, one summer. And as part of the recovery from that, a doctor friend suggested I start using forearm crutches… I wound up realizing I needed to just keep using the crutches on the trail, because they would keep me safe. They reduce the impact on my body, they prevent falls. And if I had any hope of doing a trail as difficult as the Colorado Trail, I needed all the help I could get.”

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge? In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 marks a structural re-rating of Singapore equities or a cyclical rebound fuelled by policy tailwinds. With Jason Saw, Group Head of Investment Banking at CGS International, we unpack Budget 2026’s S$1.5 billion EQDP top-up and the new Anchor Fund - and what they mean for price discovery and pre-IPO pipelines. We explore how improving breadth - with more small- and mid-cap counters trading above S$1 million daily - signals deeper liquidity and broader participation. The conversation turns to sector leadership: banks, offshore oil & gas, construction, AI-linked plays, and real estate - where fundamentals and sentiment intersect. We assess whether rising IPO activity and corporate actions point to sustainable issuer confidence across primary and secondary markets. Finally, we ask how investors can “read” momentum cycles to gauge when expansion gives way to consolidation.See omnystudio.com/listener for privacy information.

Bongani Bingwa speaks to Luvuyo Masinda, Chief Executive of Corporate & Investment Banking at Standard Bank Group, about the Africa Markets Conference 2026 and what it means for the African continent. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

In this episode, Jaden shares his real journey breaking into investment banking — from navigating competitive recruiting to ultimately securing the offer. This conversation dives into the realities of IB recruiting, networking strategy, rejection, and the mindset required to succeed in high-performance finance roles. If you're targeting investment banking, consulting, private equity, or other competitive finance careers, this episode provides practical insights from someone who has recently gone through the process. 00:00 – Intro 00:45 – How Jaden Became Interested in Investment Banking 03:20 – Early Recruiting Mistakes 06:10 – Understanding How IB Recruiting Actually Works 09:45 – The Role of Networking in Breaking Into Finance 13:30 – Handling Rejection & Staying in the Process 17:50 – What Superdays Are Really Like 21:15 – What Finally Made the Difference 25:40 – Securing the Investment Banking Offer 28:10 – Advice for Students Recruiting Today 31:00 – Final Lessons on Breaking Into Investment Banking Subscribe for more mentor conversations focused on finance careers, recruiting strategy, and long-term professional growth.

In this episode of the Market Maker Podcast, Shah Malik shares a masterclass in how to stand out and succeed in finance, regardless of your starting point.Currently finishing his degree at King's College London and set to join Deutsche Bank full-time, Shah walks through how he broke into investment banking by focusing on execution, networking, and a relentless mindset.From turning retail jobs into winning talking points, to mastering online tests, to building meaningful relationships with senior bankers, this conversation is packed with tactical insights that go way beyond the typical “just network more” advice.Whether you're targeting spring weeks, summer internships, or full-time roles, Shah's framework for preparation, performance, and progression is one you'll want to take notes on.(00:00) Intro – Who is Shah Malik?(01:13) Growing Up Far from Finance(03:30) Discovering Finance Early(06:32) Exploring Banking, FinTech & Consulting(08:09) Mastering the Application Process(10:05) Cracking Online Tests(11:47) How to Convert Internships(14:41) Standing Out in Spring & Summer(16:11) Smart Networking (Without Overstepping)(21:36) Turning Retail Jobs Into Resume Assets(22:54) Linking Customer Service to IB Skills(25:17) Staying Ahead: Habits & Learning(27:02) Dealing with Imposter Syndrome(29:52) Building the Wize Foundation(32:51) Focus on What You Can ControlFind out more about the Wize Foundation

For more than 170 years, Wells Fargo built a reputation as an all-American Main Street lender. Now, it is charting a new path and pushing into investment banking, something that many other banks have tried and failed to do. The FT's US banking editor Joshua Franklin and US banking correspondent Akila Quinio discuss what Wells Fargo does — and doesn't have — going for it as it pursues this strategy.Clips from, CNN, CBS News, CNBC, CNN, HBO, KPIX, KRON4, NBC News, Wells FargoThe FT does not use generative AI to voice its podcasts.New episodes available on Acast, Apple Podcasts, Pocket Casts or Spotify. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Join Nipun Sharma, Co-Founder and CEO of Appetronix, for an exploration into the next frontier of hospitality: the fully autonomous restaurant. With over 17 years of leadership across global restaurant brands and a background in Wall Street investment banking, Nipun is uniquely positioned to bridge the gap between traditional food service and high-tech automation. In this episode, we discuss how Appetronix is using robotics and data science to deliver made-to-order meals without on-site staff, solving the industry's most persistent labor and consistency challenges.

Will you retire with purpose? Don’t leave it to chance. Design Your New Life after you leave full-time work. Learn more about our next small group coaching program starting in April here – and sign up here. __________________________ What if the word retirement is setting us up for the wrong life? After years in senior leadership roles, Cesar Aguirre discovered something most of us miss about retirement: the word itself matters more than we think. In English, we “retire” – we withdraw. In Portuguese, you become “aposentado” – left aside or left behind. But in Spanish-speaking cultures, retirement is called “jubilación” – which comes from the word for joy. That distinction changed everything for Cesar. Because when he stepped away from his career, it wasn’t the loss of work that shocked him – it was the jarring shock of losing an identity. He realized retirement isn’t just a life transition, it’s an identity transition, offering an opportunity to redefine who you want to become, and retire with purpose. Cesar joins us to share the framework he developed through his own transition – a ten-chapter roadmap for moving from “what I’m leaving” to “what I’m moving toward.” He’ll reveal why planning goes far beyond your finances, how to measure success when you’re no longer producing output, and the key warning signs that show up early when retirement first starts going wrong. This is a conversation about why approaching retirement with more intention might just create the most fulfilling chapters of your life. How will you retire with purpose? Cesar Aguirre joins us from Florida. __________________________ Bio César Aguirre is a seasoned HR executive with over 40 years of experience in global talent development. Now in active retirement, he embodies reinvention with passion as mentor, consultant, and author. In his book, Retirement with Purpose: The 10 Rs of Retirement, he shares his vibrant energy and insights to help readers rediscover purpose and embrace joyful living in their post-career lives. He currently resides in a lively 55+ community in Central Florida with his wife, inspiring others to design their authentic journeys for the second act of their lives. _______________________ For More on Cesar Aguirre Retirement with Purpose: The 10 Rs of Retirement _______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Re-Visioning Retirement – Susan Reid, PhD How to Retire – Christine Benz _________________________ 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 Power of Language “Retirement becomes a celebration, not a retreat. I think the languages shape mindset. And mindsets shape behavior. So when retirement is framed as a joy, planning shifts from survival to flourishing become more natural.” On Measuring Success in Retirement “A good day is no longer about output, it’s no longer about how much you produce. It’s about action that is intended, an action that aligns with a master plan.” On What He’d Do Differently “I wish I had thought about it and prepared for my post-work identity a little sooner and more deliberately. In my job in HR, I helped many others plan careers, but I underestimated how much my own self-worth was tied to that job in that title. I think I did it humbly. I can say that I did a solid job planning financially, but probably not as good in preparing emotionally for the change. For a brief period of time, a few months, I underestimated that the identity shift that was occurring and the loss of a daily structure that I was so accustomed to.” On What He’s Gained in Retirement “Presence, the ability to not just having the time, but having the mindset of real presence, presence with my wife, which I neglected for a few years while I was traveling or working, presence with my kids, now with my grandkids, the rest of my friends, and new friends. I also gained a space and time for mastery, my hobbies. I enjoy cooking, well, time to do more and do a little better, exercising, riding the bike three or four times a week, playing pickleball. Retiring has given me time to go more in depth on my preferences instead of just speed, because in my working years, I was always rushing. Even when I was at home, I needed to accomplish, I needed to do things. I needed not to be idle. And retirement has now given me presence and bandwidth.” On Warning Signs “I think there are three main things that one needs to start paying attention to. Isolation. If you don’t have that network, social network, family network, and you become isolated. A loss of structure. Doing nothing without a structure or living in the past tense. When people stop connecting with others, when they drift through the days without an intentional plan, or when they only talk about what they used to be, that should be a warning, – a huge yellow flag for oneself and for loved ones that are looking after them.”

Send a textRecap & Breakdown of HBO's Industry season 4 episode 6,Harper launches her assault on Tender at the Alpha Conference, delivering a devastating short thesis complete with a DCF analysis and sum-of-the-parts valuation. We break down every piece of the finance, from enterprise value vs. equity value, what a price target of zero really means, and the real-world fraud parallels to Enron, Valiant, and Luckin Coffee. We also discuss why Tender's "convertible bond" is actually a putable bond (a la Succession Season 1). Meanwhile, Whitney's relationship with Henry takes some deeply unsettling turns, and cracks in Tender's armor start showing from directions nobody expected. The episode's biggest revelations reshape everything we thought we knew, which would have been unbelievable had it not come directly from the Wirecard scandal. A bunch of our theories come true but sadly...and we discuss new theories and hopes given a shocking exit by one of our characters. With only two episodes left this season, the battle lines are drawn. Whether you're here for the finance masterclass or the character drama, this one has it all.Did you know we have a 25-hour Investment Banking & Private Equity Fundamentals self study that covers exactly what new hires get when they start on Wall Street? Step-by-step modeling, valuation, accounting, and more, delivered by Kristen who taught this exact content at firms including Blackstone, Morgan Stanley and more for over a decade. Check it out here: https://thewallstreetskinny.com/investment-banking-private-equity-fundamentals/#investment-bankingFor a 14 day FREE Trial of Macabacus, click HERE Visit https://iconnections.io/ to learn more about iConnections!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.

Sign up for our next Designing Your Life small group coaching program starting in April here __________________________ What happens when you've done everything “right” — built a successful career, made a difference, checked the boxes — and yet something still is missing? Today I'm joined by Dave Evans, co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day and the #1 New York Times Bestseller Designing Your Life, and a longtime Stanford educator, to explore a question many people quietly wrestle with in the second half of life: Why doesn't impact bring lasting meaning — and what actually does? Dave shares insights from his newest work with Bill Burnett on meaning, presence, and what he calls the shift from role to soul. We talk about why chasing fulfillment often backfires, why the most meaningful moments are often small and fleeting, and how many of us live almost entirely in what he calls the “transactional world” — often missing the richness of the present moment that's available right now. This conversation is especially relevant if you're nearing retirement, newly retired, or simply sensing that achievement alone isn't enough anymore. Dave offers practical reframes, deeply human stories, and a powerful idea he calls the scandal of particularity — a concept that may completely change how you think about what a well-lived life really looks like. Dave Evans joins us from California to discuss How to Live a Meaningful Life. ___________________________ Bio Dave Evans is the co-author of How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day. Dave has worked in alternative energy, telecommunications, and high tech. As an early member of the advanced systems group that built the technology that became the Macintosh, he led the first computer mouse team and laser-printing projects, before leaving to co-found the software giant Electronic Arts. After more than thirty years of executive leadership and management consulting in the high tech world, Evans realized that what he really wanted and needed to do was help people rediscover purpose in their jobs and lives. He joined Stanford's Design Program, teaching the incredibly popular Designing Your Life course. In their book Designing Your Life, Dave Evans and co-author Bill Burnett, brought these principles to a larger audience, proving it's never too late to design a life you love through innovation, creative problem-solving, and a growth mindset. Evans teaches audiences of all ages that the same principles used to create amazing technology and products can also be used to design and build a life filled with purpose and joy that is constantly creative and productive. Dave Evans earned a Bachelors of Science and Masters of Science in Mechanical Engineering from Stanford and a graduate diploma in Contemplative Spirituality from San Francisco Theological Seminary. He lives in Santa Cruz. _________________________ For More on Dave Evans How to Live a Meaningful Life: Using Design Thinking to Unlock Purpose, Joy, and Flow Every Day  Design Your Life and Get Unstuck – Dave Evans (2020 Podcast) _________________________ Podcast Conversatons You May Like The Good Life – Marc Schulz, PhD Resurface – Cassidy Krug The Purpose Code – Dr. Jordan Grumet __________________________ 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 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 1.9 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 “The most essential definition of a human person is you’re a becoming. You’re constantly evolving into hopefully your more and more authentic self – never your complete self, by the way… there’s no way you’re ever going to get done.” On Shifting from Role to Soul “I think, particularly in that second half transition, you’re really looking at what we call the shift from role to soul. And by role, I am primarily identifying who I am as a person, my sense of what makes me who I am, is what I do in the roles and I have in the world, mostly in institutions called, you know, companies or employment or families. And I get this feedback loop from being the Dad, from being the General Manager, from being the mailman, or from whatever it is that says I’m doing the right thing, I’m getting paid for it, and the world’s a better place. And that’s the achievement feedback loop, which for most people that’s what we mostly hear from people is the primary thing. And as life moves along, even if you’re still achieving, I still have four part time jobs. But my relationship with that achieving role is very different than it used to be. And you start moving more and more where your life is really simply about expressing as authentically as you can in the world, who it is that you actually are.” On the Scandal of Particularity “The scandal of particularity is the recognition that all wonderful things only come in these small bite-sized pieces that are temporary, incomplete, partial, but reflections of the true thing. So if you radically accept you’re never going to get all of it, then you go, Oh, so what I really want to do is when the opportunity for some beauty or some truth shows up at all is dive all in, fully celebrate and enjoy it.”

Season 2 Episode 1 of Wall Street Diaries is here! It features @KevinYangImpact went from valedictorian at Michigan Ross to investment banking at Guggenheim TMT, private equity at Vector Capital, and ultimately into global impact investing and founding his own firm. His path blends prestige, finance, and purpose in a way few careers do. Kevin talks about breaking into banking from a non-target or semi-target background, how he became a top performer in Guggenheim's analyst program, what surprised him about private equity, and why he stepped off the traditional finance track to work on climate and poverty alleviation across the world. He also shares how he now helps build early-stage social enterprises and what he has learned about combining analytical rigor with mission-driven work. In this episode, Kevin shares ◼️ How he broke into Guggenheim TMT without Ivy League access ◼️ What helped him succeed as a top analyst and later in PE ◼️ The tradeoffs between banking, private equity, and impact ◼️ How impact investing actually works behind the scenes ◼️ Why he founded Advancing Impact and what he hopes to build ✉️ Connect with me Instagram: https://tinyurl.com/3dv9ff3b LinkedIn: https://tinyurl.com/mrxd9fvu Book a call ☎️ https://tinyurl.com/2rvxtjmn Website https://tinyurl.com/c3advtcv

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 See omnystudio.com/listener for privacy information.

What if creativity works like medicine? New research shows that regular engagement with the arts can slow biological aging, protect the brain, reduce stress, and promote a new sense of purpose, identity and meaning—especially in retirement. This episode reframes art as one of the most powerful, underused tools for healthy aging. Our guest today, Dr. Daisy Fancourt, is a leading researcher on the health impacts of arts engagement and the author of the new book Art Cure:The Science of How the Arts Save Lives. Her work bridges neuroscience, public health, and lived experience—bringing rigorous data to some things many people may dismiss as “just a hobby.” Listen in for insights on why engaging with art is a wise addition to your retirement plan. In this conversation, you'll learn: How arts engagement compares to exercise and sleep in its health impact Why talent and skill have nothing to do with the benefits you can reap How creativity builds cognitive reserve and protects against dementia Why music is a powerful tool for wellness How the arts can foster renewed identity, purpose, and community in retirement Daisy Fancourt joins us from London. ________________________ Bio Daisy Fancourt is the author of the new book Art Cure: The Science of How the Arts Save Lives. She is Professor of Psychobiology and Epidemiology at University College London where she heads the Social Biobehavioural Research Group, and Director of the World Health Organization Collaborating Centre on Arts and Health. She has published 300 scientific papers and won over two dozen academic prizes. She is a multi-award-winning science communicator and has been named a World Economic Forum Global Shaper and BBC New Generation Thinker. Daisy is listed as one of the most highly cited scientists in the world. _________________________ For More on Daisy Fancourt Art Cure: The Science of How the Arts Save Lives Website _________________________ Podcast Conversatons You May Like Tiny Experiments – Anne-Laure Le Cunff Why You'll Want a Hobby – Ashley Merryman The Art of the Interesting – Lorraine Besser, 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. __________________________ Wise Quotes On the Science Behind Arts and Health “I started doing lots of research on the long-term impact of arts engagement across people’s lives using the same kind of data sets and methods that people had previously looked at exercise and diet and sleep. And I was honestly quite amazed at what came out about these associations between arts and future well-being, reduced risk of depression, enhanced cognitive function, reduced risk of chronic pain, frailty, dementia. And most excitingly, the effect sizes were very similar or sometimes even stronger than these other behaviours that we’re much more used to talking about in relation to our health.” On Biological Aging People who engage in the arts actually have increased connectivity between regions of the brain that are vulnerable to aging. So they actually have brains that are younger than people who don’t regularly engage in the arts. And actually, they have higher levels of cognitive reserve, so resilience of the brain against cognitive decline and dementia. But they also have different clinical biomarker patterns that indicate that they are physiologically younger. So better respiratory rates, lower cardiovascular stress, better levels of inflammation in their immune systems. And I think most excitingly, they even have patterns of gene expression in their DNA that are younger. So the way that their genes express themselves have a younger, what we call epigenetic age.” On the I’m Not Creative Myth “I think this is a slight failing in our societies because we tend to set ourselves up that you’re either artistic or creative or you’re not. And it’s a complete myth. Actually, most of the health benefits of the art come through doing it, regardless of whether you’re any good at doing it. And I think sometimes people have got hangovers, often from like childhood when they didn’t feel they sang in tune or when they weren’t good at doing art in class. But it’s surprising how often people can actually try new activities as an adult and actually discover a passion they had absolutely no idea about.” On Music as Medicine “Music is actually a natural pain relief. It releases endogenous opioids in our brain. But also it provides us with a beat that means we can synchronize with that beat and that can really help us with our movements. So when people exercise to music, they’re actually able to run faster for longer, they’re able to lift weights in the gym for longer. And if people have got conditions like Parkinson’s or they’ve had a stroke or another neurological disorder, then actually listening to music can be a way of improving balance, their walking speed and reduce the risk of falls as well.” On Art in Retirement – and Purpose & Meaning “Lots of people speak about losing their sense of purpose when they move out of that work environment and trying to figure out what their new purpose is. And arts engagement is a very effective way in so many trials now of increasing that sense of purpose. It’s a similar thing for cultivating a new sense of meaning. And there are lots of other aspects of our well-being, like a heightened life satisfaction, which is really important to people, particularly as they get older. And actually arts engagement is such a powerful way of helping to build all of those different aspects of our well-being.” On the Daily Arts Practice “If we’re looking at basically accumulating the health benefits of the arts over time, we need to have a really regular, sustainable arts practice. I recommend in the book that people try and figure out their equivalent of the kind of five-a-day vegetable rule that they could apply day to day. Could they set aside 15 or 20 minutes every day that they will reliably be able to commit to? But also, can they think about sort of simple ways that they could swap out activities in their lives to make that manageable?”    

Paige Arnof-Fenn shares how to stop competing on price by sharpening brand positioning, owning a niche, and turning reputation + referrals into consistent demand.In this episode, Paige Arnof-Fenn shares her journey from investment banking to branding powerhouse and discovering her true calling in marketing, building a distributed firm long before remote work was mainstream, and detailing how to turn expertise into profitable, high-impact businesses. Paige is the founder and CEO of Mavens & Moguls, a global branding and digital marketing firm that has worked with clients like Microsoft, Virgin, The New York Times Company, and Colgate. Her path to entrepreneurship didn't begin with a clear plan, but with a series of courageous pivots that led her from Wall Street to marketing leadership at P&G and Coca-Cola, and eventually to building her own agency. Along the way, she learned that success is less about following a script and more about honoring the parts of work that energize you.The turning points in Paige's story are rooted in self-awareness and bold action. After realizing investment banking didn't align with her values or passion, she shifted into marketing, first through business school, then by shaping brand strategy at major corporations and startups. She watched the internet industry emerge in the late '90s and embraced it, later using the post-9/11 job market as a catalyst to launch her own business. What could have been a moment of fear became the start of a 24-year journey building a thriving firm with a distributed team across multiple cities and countries.Paige's most powerful insights center on clarity, niche, and validation. She encourages women entrepreneurs to treat themselves as a brand, not a commodity, and to build businesses based on real market research, not friendly feedback. She champions differentiation through specificity, sharing how dominating one niche beats trying to please everyone, and explains how profitability is the foundation for meaningful impact.Paige's story is a celebration of women's leadership, resilience, and the power of building businesses that create real change. If you're ready to rethink what entrepreneurship can look like, and how to build it with intention and confidence, this conversation is for you. Tune in and be inspired.Chapters00:56

Two moms, two marketers, and a topic that affects your career before you even say hello. In this episode of A Penny or Two for Your Thoughts, Chantel Windeshausen and Liz Malmberg talk personal branding and what it really means beyond clothes.They're joined by former Centris teammate Katie Braga, now a personal stylist and certified color consultant, to unpack how your presence, body language, consistency, and even what you wear can shape trust, credibility, and opportunity. You'll get practical ways to define how you want to be perceived, show up stronger on Zoom, and build confidence that feels authentic instead of forced.00:00 A Penny or Two for Your Thoughts kicks off: “man colds,” moms, and real-life chaos04:03 Meet Katie Braga: former Centris teammate turned personal stylist + color consultant10:43 What is personal branding? How you're perceived at work (beyond outfits)12:45 Misconceptions about personal brand: it's not just for executives14:18 Confidence before you speak: body language, presence, and credibility cues15:26 Imposter syndrome + standing out: stop shrinking to “fit in”20:43 Personal brand on Zoom: camera-on trust, communication, and virtual presence28:24 Leadership + growth: clarity builds trust, trust creates opportunity (key takeaway + shoutout)– 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/CentrisFCU https://www.instagram.com/centrisfcu/ https://twitter.com/CentrisFCU https://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!

For more than 170 years, Wells Fargo built a reputation as an all-American Main Street lender. Now, it is charting a new path and pushing into investment banking, something that many other banks have tried and failed to do. The FT's US banking editor Joshua Franklin and US banking correspondent Akila Quinio discuss what Wells Fargo does — and doesn't have — going for it as it pursues this strategy.Clips from, CNN, CBS News, CNBC, CNN, HBO, KPIX, KRON4, NBC News, Wells FargoThe FT does not use generative AI to voice its podcasts.- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Wells Fargo wants to be taken seriously as an investment bank. Will it succeed? Wells Fargo has finally shed its dunce capNetflix leans on $59bn bank loan to fund Warner Bros takeover - - - - - - - - - - - - - - - - - - - - - - - - - - Follow Joshua Franklin on X (@ftjfranklin). Akila Quinio is on X (@akilazoe). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, Chris shares his real investment banking recruiting journey—from a non-target school, with no finance background, to finally landing an offer after multiple Superday rejections. We cover: What it's like recruiting without knowing the “finance language” Dealing with imposter syndrome in IB recruiting Aggressive networking and using platforms like Wall Street Oasis Why most Superdays end in rejection What actually made the difference in getting the offer This is a must-watch for students trying to break into investment banking, finance, or Wall Street from a non-traditional background.

If you're in, or approaching, a life transition and think, “I should have this figured out by now,” this conversation is for you. Today, mindfulness teacher Monique Rhodes shares how to move through that sticky in‑between space of “no longer who you were, not yet who you're becoming” without beating yourself up. You'll hear why happiness is an inside job, how to work with your mind when life blindsides you, and practical ways to rediscover joy and purpose with mindfulness—especially in retirement and other big life changes. We also discuss how mindfulness can help Type A people (like me and perhaps you…). Monique Rhodes joins us from Costa Rica. _________________________ Bio Monique is an internationally acclaimed Happiness Strategist who teaches students and corporations around the world how to master their lives. She has spent the last 25 years studying the mind and its relationship to happiness and she believes that happiness is not merely an emotion but a daily habitual practice. Over 70 universities and colleges use her program The 10 Minute Mind®. Her 8-week online course, The Happiness Baseline, has a 100% success rate in raising the mental wellness for every student who has completed it. Monique hosts the daily In Your Right Mindpodcast, where she discusses how a series of small habits determine our well-being. She is also a singer, songwriter and producer born in New Zealand. She has toured the world performing and composing music bridging the worlds of contemporary music with modern spiritual teachers. Monique has produced two platinum selling albums in New Zealand, toured Europe twice with Chuck Berry and collaborated on music projects with some of the most well-known inspirational teachers in the world including the Dalai Lama. _________________________ For More on Monique Rhodes MoniqueRhodes.com ________________________ Podcast Conversations You May Like Retire Happy – Dr. Catherine Sanderson The New Happy – Stephanie Harrison What Matters Most – Diane Button _________________________ Planning for retirement? Chexck out our summaries of the Best Books on Retirement _________________________ 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 Getting Unstuck “So, one of the things that I see with my students is that the place that people get stuck most often is actually that we’re resisting what is. And so let’s say you make some New Year’s resolutions or you’re in the middle of a transition like retirement and you’re in the middle of that change and you think to yourself,  this shouldn’t be so hard and I should have figured this out by now. But what those thoughts do is they actually only tighten that knot. So if we’re looking at getting unstuck, you know, the way that I teach is we have to have this willingness to soften, to stop pushing, to actually sit with what’s here, even if it’s uncomfortable. And from what I’ve learned and what I’ve seen, this is really the ground of transformation. Because when we allow ourselves, Joe, just to be exactly where we are with all the uncertainty, with all the doubt, with all the longing, then we begin to loosen the grip on all the old habitual ways of being. And our heart opens. And in that openness, something new can emerge. So I invite you all to not push through, but just to rest in that middle place and let the aspiration be there, but also let the discomfort be there. And let yourself almost be held by this knowing that the moment that you’re in right now is actually part of the path.” On Mindfulness…for Type As “And this energy is very, very powerful, but it can also become a kind of armor and it can protect Type A people from seeing themselves, from vulnerability, from uncertainty. So, if I was talking to a Tai A personality who was a skeptic, I would first of all say it is mindfulness is amazing for Type A personalities. And what if you didn’t need to fix anything right now? What if there was nothing to improve, but just something to notice? Because at the heart of mindfulness, we’re not looking to change our nature or our personality. What we’re doing is we’re inviting you to become more intimate with yourself, to sit beside that aspect of yourself that strives and maybe ask, what am I afraid of and what am I avoiding? Because often as a Type A personality, what we’re avoiding is the discomfort of being with ourselves as we are. But if we can soften that resistance, even for a breath, even for 10 minutes a day, I tell you, something extraordinary happens. And we begin to feel so much more alive, more connected to ourselves. The endless, amazing results of meditation, our relationships change. We just deal with everything differently. We become more whole. So it’s really good for us to understand, which is why mindfulness is used in so many, you know, big companies around the world, is that mindfulness isn’t an enemy of ambition. It’s really a way to return to the ground beneath your striving, to be able to see that ground clearly, to feel deeply, to live more fully, which is why I totally believe it’s a superpower.” On Why Happiness is an Inside Job “The biggest misconception that I know is that people believe that happiness comes from outside of themselves. And that is such a mic drop moment to understand that happiness doesn’t. Happiness is an internal job. And the wonderful thing about that is it means that we’re in control of it. It means that if you want to be happier, you don’t have to be rich. You don’t have to be powerful. You don’t have to be the most beautiful person in the world. I remember some years ago going to Las Vegas to hear Lady Gaga sing. And she was doing these kind of acoustic jazz Tony Bennett style concerts. It were really incredible. She was getting paid a million dollars a gig, Joe, and it was extraordinary. Here she is. She’s super wealthy. She’s beautiful. She’s successful. She’s powerful. And it was shocking for her to talk about how incredibly unhappy she is. So I think that’s one of the biggest things we need to understand is that all the things that we’re sold to believe will make us happy actually don’t. Because if they did, we would be able to look around the world to so many of the people that have all of them. And we can wonder why they’re not happy. So when we begin to understand that happiness is an inside job, then we actually have the incredible power to take control of it. So I think that that is probably the biggest misconception, but also the most powerful thing about it. And so that means that we need to learn to work with the thing that drives our happiness and our suffering, which is our mind. And if we can learn to work with our mind, then we can change our whole experience of the world.”

Not sure whether investment banking, equity research, or global markets is the right fit for you?In this episode, Anthony Cheung is joined by former Goldman Sachs equity research analyst Silvia Magni to break down what these three front-office roles really involve. They cover responsibilities, hours, how each division makes money, skills required, and who each job suits best.Whether you're targeting a summer internship or a full-time role, this episode is your all-in-one guide to understanding the major divisions in investment banking.Episode highlights:What it's like to work in IBD vs equity research vs marketsThe surprising differences in working hours and pressureCommon myths and what recruiters really look forHow AI and information overload are changing the skill setTips on choosing the right division for your personality(00:00) Intro: Finding Your Fit in Finance(01:24) Investment Banking Division (IBD) Explained(02:30) Equity Research: What It's Really Like(05:38) Jargon Buster for Division Names(06:19) Global Markets Roles Overview(09:08) Revenue Models: How Banks Make Money(13:00) Working Hours & Lifestyle Differences(18:01) Must-Have Skills for Investment Banking(21:20) AI, Info Overload & the Skill Shift(22:24) Key Skills for Markets Professionals(26:33) Transferable Experience in Sales(27:43) Equity Research: The Hidden Middle Ground(30:49) Summary: Side-by-Side Role ComparisonJoin our next free 2-hour simulation in Markets or Banking.

Last call… Design Your New Life in Retirement New Groups start on Thursday 1/22 & Friday 1/23. Join us…and design your next chapter. Learn more and sign up here _________________________ Bio For decades, Anna Rappaport has studied how people actually transition out of full-time work—not in theory, but in real life. And what she's learned may challenge how you’re thinking about retirement. Anna Rappaport hasn’t just studied retirement—she’s been living a phased retirement for three decades and is still going strong at 85. As a former Society of Actuaries President and one of the profession’s most published and respected retirement experts, she has insights you’ll want to hear. So, today, we're focusing on phased retirement, but not as an HR policy. We're talking about it as a life strategy—one that blends purpose, flexibility, and relationships. Anna introduces a powerful framework she calls the Life Portfolio—Health, People, Pursuits, and Places—and explains why money alone is never enough for a fulfilling next chapter. If you’re wondering Who will I be when I retire?, this conversation is for you. Anna Rappaport joins us from Chicago. ________________________ Bio Anna Rappaport is the founder and president of Anna Rappaport Consulting. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is a phased retiree and is passionate about women's retirement security. Anna is a past-President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks and its Aging and Retirement Research Initiative Steering Committee. Anna spent 28 years with Mercer as an employee benefit consultant, before she founded her own firm, Anna Rappaport Consulting, after leaving Mercer. _________________________ For More on Anna Rappaport LinkedIn A Conversation With Anna Rappaport & Steve Siegel: Solo-Agers Disconnect Thinking About the Future of Retirement _________________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile The Portfolio Life – Christina Wallace Is Your Company Ready for the Aging Workforce? – Paul Rupert _________________________ 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 Portfolio You’re Ignoring “The Life Portfolio assumes that the individual has enough money. So this is on top of money—it’s not instead of money. That’s really important. The four quadrants are: Health, Pursuits, People, and Places. If you’re not in good health, nothing else matters. But pursuits—the things that give you a sense of purpose in your life—that’s critically important. And here’s the key: you need a portfolio of them, not just one or two. Because you can always lose one or two. If your pursuit is playing tennis, you might not be able to play tennis anymore. If it’s work, it might disappear. So people should try to do a few things, see what they like, zero in on it, but not be limited to one thing.” On The Reboot, Rewire, Retire Concept “Rather than saying ‘Okay, I’m done with work, I’m going to play golf all the time,’ Reboot is thinking about this life portfolio. What can I do that brings value to my life? We went around the table asking what people were most concerned about regarding retirement. The biggest issue wasn’t money, wasn’t health, wasn’t caregiving—it was ‘who am I going to be when I’m not who I was anymore?’ That was a real wake-up. Rewire is getting ready—building new skills, keeping up your contacts, maintaining your skills. Those are critical things.” On Preparing for Phased Retirement “The preparation you should do is not when you’re ready for phased retirement—it should be way before that. Think about career planning where you’re always focusing on how you’re creating value. You need to have ways of creating value. If you have a good relationship with your employer, you can work something out. I was probably the most published and well-known retirement person in my firm at Mercer. You need credibility. Learn to use their words, not ours—if I’m talking actuarialese to my client, they’re like ‘what?’ But if I’ve translated that to their language, it’s a lot better.” On Identifying Where You Add Value “I think the big benefit for employees is that they have much more satisfying lives. There are also a lot of people who they get near what like the traditional retirement ages and they want to spend more time with their grandchildren. They want to take more vacations. They want to pursue a hobby, but they don’t just want to say, my work life is over. And it gives them a variety of options. So I think there’s a lot of benefit. It’s really a way of this gradually changing pursuits. And it may involve money and it might not involve making more money. But it does involve value. Now there can be, and we had a Society of Actuaries essay on employees and both, we’ve discussed the value a number of times. We’ve also discussed the routes to phased retirement because it’s not an easy deal that just automatically happens. Not usually. For employers, it’s a different thing. Depending on the kind of employer and the kind of job that people have, it lets them keep value that people have contributed. And what I want to say is that if we look at employees, and of course it varies by type of employment, there’s firm-specific human capital and there’s general human capital. And for example, if you were a currency trader, you could probably move into one job to another in two minutes. But Joe, you were a human resource director, and you had years and years of history, a lot of firm-specific human capital. What we have not done a good job of, and this is a speech I’ve been making for 25 years, probably maybe 30, is identifying what are the things that you contribute, that you really contribute value. It might be that 10% or 20% of your job, you’re doing something where you’re contributing a lot of value. And what I think is really important is for the employee to figure out how they can contribute a lot of value and the employer to figure out, and for them to reach a meeting of the minds.”

Eric Sterner and Pierre Buhler break down big bank earnings. Eric notes that consumers still look healthy at an aggregate level, with write-offs and provisions for credit losses lower. He also expects M&A activity to be strong this year, boosting bank revenue. Pierre noticed a slowdown and is worried around investment banking. He's also looking for warning signs around credit. They both caution against capping credit card rates, arguing that it will significantly hurt lower-end consumers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Don’t just retire. Design. Join us in our group program. Two new groups starting on January 22 & 23. Don’t put off planning for your life in retirement. Take the first step today. _________________________ What does it truly mean to age well in a world where longevity is increasing, but health spans vary wildly? In this episode, we meet with Dr. Arnold Gilberg, author of The Myth of Aging: A Prescription for Emotional and Physical Well-Being. Dr. Gilberg challenges the traditional definition of retirement, arguing that total withdrawal from professional life can lead to loneliness and decline. Instead, he advocates for “semi-retirement” and finding new ways to stay needed, including his own journey of entering rabbinic training. Tune in to hear his wisdom on adapting your physical fitness as your body changes, the power of self-forgiveness, and why exercising your brain is just as critical as exercising your body. Dr. Arnold Gilberg joins us from Los Angeles. __________________________ Bio Arnold L. Gilberg, MD, PhD, received his bachelor's degree in political science and Doctor of Medicine degree from the University of Illinois. He interned at the Los Angeles General Medical Center. He is the last person alive trained by Franz Alexander, MD, a distinguished colleague of Sigmund Freud. His psychiatric training took place at the  Cedars-Sinai Medical Center, where he was chief psychiatric resident. He also has a doctorate in psychoanalysis from the Southern California Psychoanalytic Institute. Dr. Gilberg is a distinguished life fellow of the American Psychiatric Association, the former clinical chief of psychiatry at Cedars-Sinai Medical Center in Los Angeles, and an associate clinical professor at UCLA School of Medicine (honorary). He served for ten years under three different governors on the Medical Board of California for LA County, and has treated thousands of patients in his Los Angeles-based practice. Today he lives with his wife in LA, where he continues to see patients on a regular basis. ___________________________ For More on Dr. Arnold Gilberg The Myth of Aging: A Prescription for Emotional and Physical Well-Being ___________________________ Podcast Episodes You May Like Shift – Ethan Kross Make Your Next Years Your Best Years – Harry Agress, MD 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. __________________________ Wise Quotes On Retirement “Retirement is very loosely defined. And for some people, retirement is going from working six days a week to working four days a week. And people think, oh boy, I’m really retired. I’m working less. And especially if you like your job. And I think people who really like their work and what they’re doing should seriously consider whether retirement, total retirement, is something they want to do. Because for most professions or work, people don’t have to completely retire. They can semi-retire and work two or three days a week if that potential is given to them. Take, for example, myself. I don’t feel like really completely retiring. I’m proud of the fact that I’m 89 years old, and I still work a couple of days a week seeing patients because I like what I do. It makes me feel needed. And the hospital that I attend at tells me I can’t retire. Well, let’s talk about myself. I think my working allows me to remain involved, sing patients, sing other professionals, engaged in some teaching. And we know that people struggle with loneliness. And I do address that in my book The Myth of Aging. There’s a recent study that came out that in the United States today, one out of three people are lonely, which leads to depression, leads to anxiety, leads to psychiatric problems, leads to suicide, leads to drug abuse, and a variety of other condition. So the idea that a person remains engaged in their profession in some way is very critical, and people need to seriously take a look at their retirement, or if they are going to retire, what they might do following their retirement.” On Adapting “We all continue to adapt. And I think recognizing that is important. And also not beating up on yourself about these adaptations that take place. People don’t forgive themselves and people are always ready to jump on themselves. And we need to understand that this type of adaptation is very, very important and to accept it and be grateful for it. I enjoyed running marathons, Los Angeles primarily, and it’s nice for me to hold on to the memory, but I’m not really there anymore. I’m in a different place. I’m happy that I can go to our gym and exercise for 25 or 30 minutes, you know, and come up fatigued. And I feel good about that. And my wife feels similarly. We’re both at that place and we enjoy the fact that we can at least do this.” On Doing Something New “Well, for most people, I think trying to find something new to do, especially after you’re retired, is very critical for cognitive brain functioning because it keeps your mind at work. And we know today, neurologically, that people need to exercise their brain just as they exercise the rest of their body. So people who retire and find something new to do are helping themselves. I must say there is a small segment of the population who enjoy being retired, moving to a cabin in Northern California or Montana, and being very satisfied in that life situation. But for most of us, that doesn’t work. And so for me, I’ve always had an attachment to faith and spirituality, which I think ultimately provides people with a sense of community.”

Throughout 2025, I sat down with CEOs, founders, investors, and leaders across the private equity ecosystem. In every conversation, I asked a question that I have asked since the very first episode of Private Equity Fast Pitch:   What's the quote, motto, or what drives you?   The answers were telling as there were no slogans or catchy buzzwords.   What stood out was a shared seriousness about how success is built over time. Intention. Discipline. Mentorship. Compassion. Consistency. A deep respect for people and for the responsibility that comes with leadership.   These are not quotes for social media. They are reference points for leadership.   I'm incredibly grateful for these guests time and our impactful conversations. And grateful to be able to bring these voices to the private equity community.   The Ninth Annual Quotes and Mottos montage features perspectives from our 2025 guests:   Erik Brooks – Founder & Managing Partner, Ethos Capital Action over analysis. Grit, discipline, and winning the next 30 minutes. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000684256262   Jeff Aiello – Co-Founder & Managing Partner, Agellus Capital Execution over perfection. Momentum guided by principles. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000687186161   Russ Roenick – Founder & Managing Partner, Transom Capital Group Decisiveness and self-awareness. Knowing your limits and acting accordingly. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000731004463    Michelle Noon – Founder & Managing Partner, Clearhaven Partners Growth through discomfort. Progress comes from moving through challenge. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000733152917   Andrew Weinberg – Founder, CEO & Co-Chair, Brightstar Capital Partners Carpe Diem. Presence, gratitude, and intention, rooted in family. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000696604131   Paul Raphael – Founder & Partner, Aurea Quality and mentorship. Trusting people to figure it out. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000717775898   Parker Weil – Global Co-Head of Investment Banking, TD Securities Long-term thinking. Reputation, relationships, and consistency. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000737590933    Lucy Heintz – Partner, Actis Empathy and perspective. Understanding how others see the world. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000701104377   Chris Rozzell – Managing Partner, Cresta Fund Management Clarity over comfort. Discipline over drama. Truth over ego. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000721947245   Tim Meyer – Co-Founder & Managing Partner, Angeles Equity Partners Focus and simplification. Eliminate noise to intensify impact. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000735555551    Neda Vakilian – Partner, Actis Sharp thinking and grounded execution. Trust and responsibility as leadership. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000713638680   Robert Brown – CEO, Lincoln International Hustle and presence. Showing up and doing the blocking and tackling. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000711726279   Kristin Johnson – Managing Director, Altamont Capital Partners Service and humility. Leading by asking, "What can I do to help?" https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000726285319    Sean MacIver – Managing Director, KeyBanc Capital Markets Adaptability. Knowing when the familiar tool no longer fits. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000728454456    John Diggins – Partner, Platinum Equity Risk and growth. Understanding that not taking risk can be the biggest risk. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000706853889   Matthew Sparks – Managing Director, Northleaf Capital Proactivity. Skating to where the puck is going, not where it's been. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000723925489   Eliot Kerlin – Partner & Managing Partner, Broadwing Capital Presence and forward thinking. Focused on what comes next. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000741835818    Scott Sperling – Co-CEO, THL The ripple effect. Small actions compounding into meaningful impact. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000720142324   Michael Psaros – Co-Founder & Co-Managing Partner, KPS Capital Partners Time, gratitude, and legacy. Using success in service of something larger. https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000739675082   

Apply to work with me: https://www.michaelxcampion.com/Vivian Siu was born in Hong Kong. At age 6 she and her mother moved to New York in the hope of a better life. At age 16 she lost her mother, and dropped out of high-school in the USA, moving back to HK to avoid being put in foster care …She then dragged herself up by the bootstraps, hitting the books, and somehow getting into and graduating from Columbia University She went from bartending around HK and sleeping on friend's couches with a small suitcase just to survive… to a successful career in investment banking. As an escape from her harsh reality, she found joy in the underground video arcades of gritty Kowloon. She found community there and found that she was actually really good at the car racing games. Many years later, she used that muscle memory from the arcade…to unbelievably making history as the first female and first LGBTQ Formula 4 driver ever to finish the Macau Grand Prix. All with just 6 months of experience and 4 real races in an actual racing car, and whilst holding down a job in Investment Banking. Seriously incredible and the movie about her life so far will be shown on all Cathay Pacific flights starting in DecemberVivian's story is a reminder to all of us that when education and sport, meets a young person with drive… anything is possible.She was not born into money. There has been no silver spoon to feed her opportunities. And when you don't have opportunity fed to you on a silver spoon, you learn to lick it off knives. She's taken every sliver of an opportunity shown to her and really made her own luck. The odds were completely stacked against her achieving any of these things. And yet, here she is. Record breaker. Ultimately, I've often said that “It's hard to beat the person that refuses to give up.”This woman has not, and will not give up. We all have something to learn from her.I hope you enjoy this conversation as much as I did.Guest - Vivian Siu (https://www.instagram.com/viviansiu28/?hl=en)Connect with me: https://www.linkedin.com/in/michaelxcampion/Instagram: @michaelxcampionWatch the movie Zero to Macao (https://www.zerotomacao.com/) on all Cathay Pacific flights (00:00) Preview(00:41) Intro(04:41) Moving to New York as a kid(07:40) Losing her mum at 16(10:07) The arcade racing game that kept her sane(13:53) Rock bottom years(17:19) GED, community college, obsessive studying habits(20:57) Getting Into Columbia (25:42) Ivy League grind(30:33) Life After Columbia(31:33) Graduating alone(36:54) Survival mode mindset(40:24) From arcade to track(44:20) Mentors and momentum: the push that made it real(45:02) The Macau Grand Prix experience(47:38) Racing for her dad(51:28) Releasing years of bottled up pain(54:46) Zero to Macau(57:52) Who this story is for(01:00:01) Doing it for mum and dad vs doing it for yourself(01:03:21) Why every lap feels like a win(01:07:00) Inner game routines(01:08:32) What's next for Vivian(01:10:11) Outro

Are you graduating from the grind in 2026? You could go it alone and wing it. But here’s what one participant said about our small group coaching program: “It was fantastic! I got to work with other people and share ideas with others on what retirement could be. It gave me clarity and confidence.” New groups are starting on January 22 & 23. Let’s go. Learn more Join us “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.” _____________________________ What if everything you’ve planned for financially in retirement still leaves you feeling completely lost? Today’s guest knows this paradox intimately. Dan Haylett built his career as a financial planner, helping people achieve financial independence. But what he discovered shocked him: when money stops being the problem in retirement, and that’s when the real problems show up. Dan is a retirement transition specialist helping people navigate the psychological side of retirement that no financial plan can solve. He’s learned that people plan meticulously for financial independence but rarely prepare for psychological independence. The result? Three devastating losses hit early: loss of structure, loss of relevance, and loss of identity. In this conversation, Dan shares his framework for retirement well-being built on five human pillars that have nothing to do with your bank account. He challenges what you think you know about retirement as a “reward” and shows you why the most successful retirements aren’t built on bucket lists and endless travel, but on something far simpler and more profound. If you’ve ever wondered who you are when no one needs your output anymore, this episode will change how you see the next chapter of your life. Dan Haylett joins us from the UK. ______________________ Bio Dan Haylett, who's the author of The Retirement You Didn't See Coming: a guide to the human side of retirement nobody warns you about. Dan is a financial planner and head of growth for TFP Financial Planning based in the UK. Dan focuses on financial planning, retirement planning, and life planning for people 50+. He also hosts a podcast called Humans vs. Retirement on the behavioral aspects of retirement. Prior to joining TFP, Dan held a number of positions in asset management. ______________________ For More on Dan Haylett The Retirement You Didn't See Coming TFP Financial Planning Humans vs Retirement ______________________ Podcast Conversations You May Like How to Prepare Mentally for Life After Work – Joseph Maugeri Retiring: Creating a Life That Works for You – Teresa Amabile What Are The Keys To A Successful Retirement? Fritz Gilbert ______________________ 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 Structure in Retirement “So the biggest surprise for me is this. Money stops being the problem. And that’s when the real problems show up, right? So I think that’s kind of the biggest surprise for me. People expect relief. Instead, they probably feel quite disorientated. They’ve planned for financial independence, but not necessarily psychological independence. And so I think the three big shocks or surprises, I think, tend to hit quite early. You get this loss of structure. So there’s kind of no diary or no default rhythm. People get this loss of relevance. Nobody needs you at 9 a.m. anymore. And this loss of identity that job title that once explained you to the world has quietly disappeared. So I think that to me is probably the three big,money stops being the problem. And then the real problems of loss, particularly structure, relevance and identity, really start to take hold. I think one of the things that I really want to reframe when it comes to structure, structure doesn’t disappear in retirement. I think it just stops being imposed on us. For decades, work has  spoon-fed you your structure to a degree, right? Work gave us a reason to get up, a place to be, people to see, and problems to solve. And I think if you remove that overnight, your brain will just panic. And I think the mistake that people try to make, or sorry, the mistake people make is trying to recreate work this kind of same hours, same busyness, just without the meaning. And instead, what I encourage people to do is to build what I would describe as kind of light scaffolding, I suppose, something like that, not rigid schedules, just kind of what I would describe as anchors.” On Identity “The question is, who are you when no one needs your output? Let that breathe for a second. Who are you when no one needs your output? And then you start widening identity whilst you’re still working, right? Develop interests that don’t pay you. Spend time with people who don’t care what you do. And I think really importantly, notice what gives you energy outside of kind of performance and status. Because I do think if your entire sense of self is wrapped up in your role in your job, retirement will feel less like freedom and kind of more like redundancy, right? It’s that kind of instant, you’ve lost this thing and you didn’t want to lose it. So I do think it’s a massive challenge because it’s been, you know, our identity that we’ve had has given us so much, has given us status, has given us structure, it’s given us a sense of self-worth. It’s given us many things that provide us with joy and happiness. And, you know, for the first time, we’re free probably to explore with a really decent chunk of wisdom who we actually are as a person. I think the first question you ask is, what’s your name? Hopefully, if you want to kind of start building a bit of a rapport and bond with someone. And maybe the second question is, what do you do? And as we’ve just explored, you would typically answer that question with, I am a ___________. Or on a lot of occasions, someone still gives you a business card or now modern day, it’s like a QR code, right? That kind of gives you a little thing. But, if you give a business card and on that business card, it will have your name. And underneath your name, it will have your job title. It’s kind of, here you are. This is what I do. This is who I am. And my challenge I do to people, I say, well, if you didn’t have a business card, what would you give out or what would you say? And actually, let’s create a business card. Let’s think about what your business card would say. And you can be creative, you can be funny, you can be jovial, you can be serious, you can be whatever you want. But what if your business card said free to explore or, you know, just make up something creative? I’ve got a client who on his business card wrote, trying to play the top 100 golf courses in England before I die, right? That kind of thing. It’s kind of like, that was one of his missions. And you can have multiple business cards, multiple things that you want. So it’s just trying to kind of frame this thing where I think people will, because what I do see, Joe, which I think is actually quite sad, is when people hang on to past identities.”

Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.

Are you ready to graduate from the grind in 2026? Then here's your most important project: Future You. Join our small group coaching program and design your new life after work. 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 ____________________________ Thank you for joining us and listening this year. This special year-end Best Of episode is a collection of valuable insights from our recent guests. If you missed Part One, you can find it here ____________________________ Listen in to full conversations: Harry Agress Kerry Burnight Nathalie Martin Ken Stern Joseph Magueri Christine Platt Michael Long Carl Landau Francine Toder Diane Button ________________________ You May Also Like The Very Best of 2024 – Retirement Wisdom Best of 2023 – Part Three _________________________ 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.

#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.

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