Podcasts about Investment banking

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.

Interview mit Prof. Dr. Polleit und seine klare Prognose zu Edelmetallen! An den Finanzmärkten passiert gerade einiges. Inflation frisst dein Erspartes. Notenbanken senken die Zinsen. Gold steigt auf Rekordhöhen. Und gleichzeitig steigt die Unsicherheit bei vielen Anlegern massiv. - Wie solltest du jetzt handeln? - Was macht in diesem Umfeld wirklich Sinn? - Welche Strategie schützt dein Vermögen langfristig? Im heutigen Interview spreche ich über diese Themen mit Prof. Dr. Thorsten Polleit. Er war 15 Jahre im internationalen Investmentbanking, war ehemaliger Chefvolkswirt der Degussa und ist Herausgeber des Boom & Bust-Reports. Wir besprechen u.a.: - Warum das Fiatgeldsystem chronisch krisenanfällig ist und bleibt - Trump, Globalismus und was das für dein Geld bedeutet? - Die große Frage: Mehr Geld drucken oder Verschuldungskrise riskieren? - Das 60-40-Portfolio: Was soll rein? - KI und Tech-Aktien: Hype oder echte Chance?

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

Wij zijn blij, want het cijferseizoen is begonnen! JP Morgan Chase is de bank die het spits afbijt. En die verbaast eigenlijk met alle cijfers, behalve dat ene cijfer waarmee ze juist groots hadden moeten scoren. Ze weten de verwachting niet waar te maken als het draait om fusies en overnames. Wat belooft dat voor de rest van de banken? En een goed begin is het halve werk, dus wat kunnen we van de rest van de kwartaalcijfers verwachten? Dat hoor je in deze aflevering. De AEX kreeg het niet voor elkaar om voorbij de magische grens te gaan. Maar Alphabet doet het even voor. Het was gisteren nog even spannend nadat ze de 4 biljoen dollar aan beurswaarde hadden aangetikt. Maar nu stoomt het moederbedrijf van Google die grens klakkeloos voorbij. Ze zijn het vierde bedrijf dat het voor elkaar krijgt, al zijn 2 van hun recordgenoten alweer afgezakt. Kan Alphabet het dan wél vasthouden? Verder hoor je hoe Trump de handelsoorlog nieuw leven inblaast, met een dreigement richting Iran. We vertellen je of de bijval die Jerome Powell krijgt van andere centrale banken helpt. En je hoort meer over de 'scam van de eeuw' op het Damrak. Te gast: Corné van ZeijlSee omnystudio.com/listener for privacy information.

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.

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

Episode 408 of The VentureFizz Podcast features Matt Fates, Partner at Innospark Ventures. Did you know that the first modern venture capital firm was started right here in the Boston area? It's true. Back in 1946, Georges Doriot founded the American Research and Development Corporation (ARDC), marking the birth of an industry that has fueled the entrepreneurial dream for nearly 80 years. Matt Fates entered the industry during the “Internet 1.0” era, a time when VC firms were just beginning to gain major visibility. Over the course of his career, he has invested in over 100 companies. Through those investments, he has developed a deep expertise in data-driven enterprise and infrastructure startups—experience that has perfectly positioned him for the current massive shift toward AI. Innospark Ventures is an early-stage venture capital firm that invests in AI-native companies solving previously intractable problems across healthcare, life sciences, and the enterprise. In this episode of our podcast, we cover: 00:00 Intro 02:22 VentureFizz OG 03:42 How to Land a Job in Venture Capital 07:49 Matt's Background 13:05 Getting into Investment Banking in the Tech Industry 16:22 Transition to Venture Capital 21:07 Dartmouth MBA 24:05 Experience at Ascent Venture Partners 28:59 Details of Innospark 30:39 Foundational Knowledge in AI and Machine Learning 32:41 Area of Focus for Investments at Innospark 37:04 Recent Investments for Innospark 43:36 The State of the Boston Startup Scene 46:51 The Anti-Portfolio - Missed Investments 49:04 Rapid Fire Questions 50:09 Personal Interests Episode Sponsor: As a longtime champion of the local startup ecosystem, Silicon Valley Bank supports innovative companies with the solutions and financing they need through every stage of growth. With more than 1,500 bankers and relationship advisors, and $42B in loans as of Q2 2024 – SVB delivers the right people, service and resources to support your entire financial journey. Learn more at SVB.com.

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

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

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

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

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

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

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

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