Podcasts about Investment banking

Catch up to your money. It’s often ready for retirement before you are. _________________________ What helps wellbeing endure as our lives change? Matt Bloom has spent much of his career studying human flourishing. In this conversation, he brings his insights into retirement and combines it with lessons from his own transition from professor to writer, volunteer and what he calls a “wise elder.” We discuss why wellbeing is built through small daily practices, how adopting a new identity can change your behavior, why many need to become more intentional about friendship after leaving work, and how volunteering and shared-interest communities can create both connection and meaning. Matt also explains how older adults can become “guardians and shepherds” of relationships and shares Map Your Days, a simple practice that takes five minutes a night and that, in 27 years of teaching MBAs and executives, he says has never failed to teach someone something they didn’t know about their own life. Matt Bloom joins us from Colorado. ________________________ Bio Matt Bloom is the author of Lasting Wellbeing: Science-Based Practices for Tranquility, Authenticity, Meaning, and Joy. He is a writer, speaker, entrepreneur, and emeritus professor of management at the University of Notre Dame. Bloom holds advanced degrees in psychology from Cornell University (PhD) and the University of Kansas (MA), and is an award-winning teacher who earned top honors for courses he taught to undergraduates, MBA students, and corporate executives. At Notre Dame, Matt taught classes on innovation and design thinking, organizational change and leadership. As a professor in the Mendoza College of Business, Matt studied well-being for nearly three decades where he led the WorkWell research project. Initially, he and his team of ten researchers  focused on the well-being of people in the helping and healing professions: international aid workers, global health professionals, educators, clergy and ministry workers, physicians, and other healthcare professionals, among others. He later broadened his focus to include both well-being at work and in life more generally.  The team also launched a first-of-its-kind mobile application to capture daily experiences from several hundred research subjects. Prior to becoming a professor, Matt was a financial advisor at Shearson Lehman Hutton, a consultant at Arthur Young, a psychiatric orderly at The Kansas Institute, and a paramedic for the Douglas County (KS) Emergency Medical Service. Some of Matt’s favorite wise well-being practices: Extended backcountry hiking (5+ days). And, yes, there are no showers or bathrooms Baking hearth bread using natural leavens, mild sourdough starters Scuba diving on coral reefs and wrecks in the Caribbean Catch-and-release fly fishing on small mountain streams Poetry reading using a process he adapted from lectio divina Reading novels. Among his favorite authors are Marilynne Robinson, Richard Ford, Richard Rosso and Abraham Verghese _________________________ For More on Matt Bloom Lasting Wellbeing: Science-Based Practices for Tranquility, Authenticity, Meaning, and Joy Website Ritual app: Download for iOS or Android, or start at ritual.io. _________________________ More Retirement Podcast Conversations You’ll Love How to Flourish…in Retirement – Daniel Coyle Retiring: Creating a Life That Works for You – Teresa Amabile The Good Life – Marc Schulz, PhD _________________________ Wise Quotes On the Value of Small Steps “Our wellbeing rises and falls mostly as a result of little things that we do day by day…We live our values mostly in the little things that we do.” On Relationships “Quality matters more than quantity.” On Elderhood “We can really be the guardians and shepherds of family relationships.” _______________________ 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 2 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. _________________________

Barclays Global Head of Technology Investment Banking Kristin Peterson joins to discuss her outlook for the IPO market with OpenAI and Anthropic in the pipeline. We also break down the expectations for Nvidia earnings, which are slated for after the bell today. Plus, Citi's Tyler Radke breaks down why he opened a positive catalyst watch on Oracle. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A lot of the conversation on retirement runs one way: stay busy, stay productive. Dr. Denise Taylor thinks that could quietly cost some people their best years. Denise is a Chartered Psychologist and later-life researcher in the UK. She spent 25 years coaching people through career transitions, then, at 61, went back to school herself, completing a professional doctorate on how people reconstruct meaning after full-time work. Her research subjects were all at least two years past retirement, deliberately, because the first two years tell you very little. What she found in them became the backbone of her new book, ThriveSpan: Walking Gently Into What Matters Now. The extra years we have gained, she argues, arrive roughly between 60 and 80, while health usually still holds. Spending them duplicating the shape of your working life is a decision, and it’s not right for everyone. Her alternative is not reinvention, which she calls exhausting, but recalibration: a reset in which you subtract before you add. She is also candid about her own path. Leaving a twenty-year marriage. Four days and four nights alone in nature with no food and no tent. A doctorate that started the October before COVID. Four acres of woodland that taught her, at last, how to stop moving fast. We discuss why purpose does not have to be a cathedral, why she stopped dyeing her hair on principle, what her research says about curiosity and being of service, why you should imagine the future you do not want, and why saying no is the most underrated skill in later life. Retirement is different for everyone and we have choices. Denise argues against a continue to work narrative, and she argues strongly. If you’re a listener who loves their work, or who needs the income, shear her as offering choice rather than a verdict. ________________________ Bio Dr. Denise Taylor is a Chartered Psychologist, later-life researcher, and widely published author whose work explores how we can live well as we age. With more than 25 years’ experience supporting career and life transitions, she has written extensively on work, identity, ageing, and meaning in later life. Her work has been featured by the BBC, ITV, and national newspapers. Her previous books include Career Coaching for Midlife and Beyond, Rethinking Retirement for Positive Ageing , and Find Work at 50+. Her doctoral research into meaning after full-time work won the Research by a Career Development Professional award in 2024. ThriveSpan: Walking Gently Into What Matters Now offers a reflective, psychologically grounded approach to later life, integrating research, lived experience, and the restorative influence of nature. Denise writes the Substack newsletter Ageing Reimagined and is a regular contributor to the i Paper. She lives in Gloucestershire, where time spent in her woodland continues to inspire both her writing and her approach to later life. _______________________ For More on Denise Taylor Substack – https://ageingreimagined.substack.com/ ThriveSpan – https://denisetaylor.co.uk/thrivespan/ Website – https://denisetaylor.co.uk/ _______________________ Other Retirement Podcast Conversations You’ll Also Love Inspired Retirement – Nathalie Martin Re-Visioning Retirement – Susan Reid, PhD Joyspan – Kerry Burnight, PhD _______________________ Wise Quotes On Recalibrating “You don’t have to reinvent yourself. You can just slow down a bit…now time is more my own.” On Purpose “When I’m talking to people about purpose, they want this massive thing, like building a cathedral. You can have purpose just by smiling at somebody walking down the street.” On Being “If all you are is a human doing, then you’re not really thinking about who am I as a human being?” ______________________ 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 2 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.

Your money is ready for retirement. Are you? Get started on Future You. _________________________ What might happen if retirement gives you permission to become a beginner again? After more than four decades in journalism, including a long career at The Wall Street Journal, Neil Lipschutz began an entirely different chapter—as a mystery novelist. In this conversation, Neil discusses career identity, creative work and the importance of giving retirement some structure without locking yourself into a rigid plan. He also shares a powerful lesson from his own second act: enjoy the process of pursuing something meaningful without making your satisfaction dependent on how other people measure the outcome. _________________________ Bio Neal Lipschutz, a long-time journalist, was formerly a deputy editor-in-chief at The Wall Street Journal. He also previously served as WSJ’s ethics and standards editor. He also at one time was the top editor at Dow Jones Newswires. His short fiction has appeared in a number of publications. “Long Arm of the Past” is his second novel in the Scott Morgan series following his debut novel  “No Write Way to Die” in 2025. __________________________ For More on Neal Lipschutz Author Website Long Arm of the Past (A Scott Morgan Mystery) No Write Way to Die ___________________________ Other Retirement Podcast Conversations You’ll Love How to Flourish…in Retirement – Daniel Coyle Change Your Questions, Change Your Life…in Retirement – Marilee Adams, PhD Mattering…in Retirement – Jennifer Breheny Wallace ____________________________ Wise Quotes On Retiring External Validation “Enjoy the process… and try to separate that from whether it was ultimately a success in some other person’s eyes.” On Finding a New Center “It’s such an opportunity to try something new, to find some new purpose, to find some new center around which to organize your life.” On Idenity “I felt like a human being before I had a career…I’m not sure I need a career to justify my identity now.” _____________________________ 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 2 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 the One? We have one spot left in both cohorts Designing Your New Life in Retirement small group program, beginning in September. Is now the time to start working on what you’ll be retiring to? Learn more here | Sign up here Prepare for Takeoff: Is your money better prepared for retirement than you are to live it? Take this free 5-minute assessment to highlight may need you attention to build the retirement you’ve earned. __________________________ We spend a great deal of time thinking about how much we exercise. Esther Gokhale asks another question: How are we using our bodies during all the hours when we aren’t exercising? Esther Gokhale, creator of the Gokhale Method, became interested in posture after experiencing a severe L5-S1 disc herniation while pregnant with her first child. Surgery was followed by another herniation, and she began searching more broadly for ways to change how she moved in everyday life. In this conversation, Esther explains why she considers posture a missing pillar of wellness and why she believes ordinary activities (walking, sitting, standing, bending and even lying down) can become what she calls “life exercises.” We explore why sitting itself may not (completely) deserve its terrible reputation, what she means by a “J-spine,” how walking mechanics affect the entire body, and what modern adults can learn from young children and populations whose traditional movement patterns have been preserved. Most encouragingly for people in the second half of life, Esther argues that we should distinguish between what becomes common with age and what is necessarily natural. Her message is clear that our capacity for improvement often lasts much longer than we assume. _____________________ Bio Esther Gokhale (GO-clay) has been involved in integrative therapies all her life. As a young girl growing up in India, she helped her mother, a nurse, treat abandoned babies waiting to be adopted. This early interest in healing led her to study biochemistry at Harvard and Princeton and, later, acupuncture at the San Francisco School of Oriental Medicine. After experiencing crippling back pain during her first pregnancy and unsuccessful back surgery, Esther Gokhale began her lifelong crusade to vanquish back pain. Her studies at the Aplomb® Institute in Paris and years of research in Brazil, India, Portugal and elsewhere led her to develop the Gokhale Method, a unique, systematic approach to help people find their bodies' way back to pain-free living. Gokhale’s book, 8 Steps to a Pain-Free Back, has been translated into ten languages. Esther Gokhale has taught at corporations such as Google & IDEO, presented at conferences including TEDx(Stanford), consulted for the trainers of the SF 49ers and several Stanford sports teams, and conducted workshops for physician groups at Stanford, Kaiser Permanente, Sutter Health, UCSF. The New York Times gave Esther the title “The Posture Guru of Silicon Valley. A Stanford clinical trial is currently studying the Gokhale Method. _____________________ For More on Esther Gokhale Website – Gokhale Method 2-minute Video Overview of the Gokhale Method  8 Steps to a Pain-Free Back by Esther Gokhale ____________________ Other Retirement Podcasts You May Like The Joy of Movement – Kelly McGonigal Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD Make Your Next Years Your Best Years – Harry Agress, MD _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 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 Posture “Posture is very underrated as a pillar of wellness…Change the way you are living in your body….It’s sort of indispensable that we do life more skillfully because that’s where the big opportunities are.” On Misconceptions on Aging “Don’t…lower our standards and call things that are common natural.” On Why Now? “It’s never too late.” __________________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.

Warum streichen DAX-Konzerne Tausende Jobs, während Investmentbanken Rekordgewinne schreiben? BMW baut 8.000 Stellen ab. Porsche streicht weitere 5.000 Jobs. Viele große Industrieunternehmen sparen, bauen Kapazitäten ab. Gleichzeitig meldet die Deutsche Bank überraschend starke Quartalszahlen und ihre Investmentbank erzielt ein Rekordergebnis. Wie kann es sein, dass Teile der Wirtschaft sparen müssen, während andere gerade besonders gut laufen? Und was bedeutet das für junge Menschen, die heute ihre Karriere planen? „Die Automobilindustrie steht gleich vor mehreren Transformationen: Elektromobilität, Digitalisierung, sinkende Nachfrage aus China sowie hohe Energie- und Personalkosten. Das setzt die Branche massiv unter Druck“, sagt der BWL-Influencer und Mitgründer von pumpkincareers David Döbele. Weiter erklärt er: „Im Investmentbanking und in der Unternehmensberatung gibt's eigentlich immer etwas zu tun. Läuft die Wirtschaft gut, geht es um Wachstum und Strategie. Läuft sie schlechter, stehen Restrukturierungen, Refinanzierungen oder Verkäufe von Unternehmen im Mittelpunkt. Das macht diese Bereiche deutlich anpassungsfähiger.“ Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de

Ryan shares how he transitioned from flying F-18s in the U.S. Navy to securing a place in Guggenheim Investments' veterans program. He discusses leaving the military, preparing for finance, networking, interviews, and advice for other veterans making a similar career change. Chapters 00:00:00 – From F-18 Pilot to Finance 00:02:13 – Early Interest in Finance and Aviation 00:04:07 – Deciding to Leave the Navy 00:05:15 – Planning the Career Transition 00:07:23 – Rebuilding Finance Knowledge 00:08:24 – Networking and Landing Guggenheim 00:11:56 – Advice for Transitioning Veterans ------------------------------------------------------------------------------------------------------

Jeannette welcomes Katie Partridge, CEO of the Sefeera Group and Founder of Johara Global, for an inspiring conversation on power, purpose, and international dealmaking.  Drawing from over 25 years of experience across investment banking, asset management, and global advisory, Katie shares her journey from a young professional discovering the power of her voice in a room full of men to building cross-border partnerships that drive real-world impact. Together, they dive into the essential components of holistic leadership, the delicate art of high-stakes negotiation, the critical skill of setting boundaries, and why finding your inner spark is the key to unlocking your highest potential. You'll Learn Why: Leaving your ego at the door and truly listening to the room is the foundation of high-stakes negotiation. Saying "no" to misaligned opportunities often creates far more long-term value than saying "yes." Finding security within yourself allows you to let go of relationships that no longer serve your growth. True business success requires looking beyond short-term profits to focus on macro-level societal impact. Whether you're a founder, CEO, small business owner, entrepreneur, startup leader or executive, these lessons will help you make smarter hiring decisions and build a stronger, more successful business.

Time for an Upgrade? The honeymoon period doesn't last forever in retirement. The free Retirement Drift assessment takes five minutes. It's not a report card. No right answers. If you want to get started on working on the new Future You, that's exactly what the Designing Your New Life in Retirement program is built for. Six group sessions with 6 to 10 people doing the same, and a structured way to move from putting it off to designing. The September cohort is enrolling now with two scheduling options. Learn more here | Sign up here _____________________________ What would persuade a successful professional to trade seniority and compensation for beginner status, and six months of Police Academy training at 70? For John Fisher, the answer was not reinvention for its own sake. It was the chance to keep growing, serving, solving problems, and feeling fully engaged. Before becoming a Ranger, John spent more than 20 years at Sony Pictures Television, including as supervising producer of The Young and the Restless, where he won six Emmy Awards. His earlier career included work with HBO and key roles in launching MTV, VH-1, MTV Europe, and The Comedy Channel. His next chapter didn’t pop up overnight. It grew from volunteering. One opportunity led to another: EMT certification, a seasonal Ranger-Assistant role, ranger training, and eventually the Río Hondo Basic Police Academy. There, surrounded by much younger recruits, John became California's oldest graduate of a basic Police Academy, class president and was voted Most Inspirational. In this conversation, John explains how he handled the demands of the academy, why age brought advantages as well as limitations, and how three simple criteria (learning something new, helping people, and having fun) guided his choices. His story is dramatic, but his approach is accessible. Becoming a Ranger may not be your thing, but what small experiment might open your own unexpected next chapter? John Fisher joins us from California. _________________________ Bio John Fisher is a Ranger with the Mountains Recreation and Conservation Authority, a local park agency with extensive property in the Santa Monica Mountains. He joined the MRCA as a volunteer in 2024. After attending the Rio Hondo Basic Police Academy in 2025, Fisher completed field training and became a generalist ranger in 2026. Prior to the MRCA, Fisher worked for Sony Pictures Television for over 20 years as a supervising producer for “The Young and the Restless,” where he won six Emmy Awards. Earlier, Fisher worked on the NBC Enterprises syndicated daytime program, “The John Walsh Show.” He spent 11 years with HBO as a production executive, where he supervised a wide range of programming, including “Politically Incorrect with Bill Maher,” “The Chris Rock Show,” “Reverb,” and “Dr. Katz: Professional Therapist.” His experience encompasses key roles in launching MTV, VH-1, MTV Europe, and The Comedy Channel, as well as numerous producing and consulting credits for broadcast, pay cable, syndication, corporate, and home video projects. A longtime member of the Television Academy, Fisher has served on the Daytime Peer Group Executive Committee and the Daytime Awards Committee. He has been involved with community and educational endeavors and has volunteered with his homeowners’ association, Syracuse University's alumni advisory network, and Boston University's Los Angeles program. An avid cyclist, he has been a member of several advocacy groups and a volunteer trail maintainer. Additionally, he continues to volunteer with the Los Angeles Sheriff’s Department Search and Rescue team based in Santa Clarita and as a civilian volunteer for the Los Angeles Police Department through his membership in the California Emergency Mobile Patrol (CEMP). Fisher also belongs to the Mountain Bike Unit in the Santa Monica Mountains National Recreation Area and is a volunteer for the National Park Service and California State Parks. A native of Baltimore, Fisher holds a master’s degree from Syracuse University's Newhouse School and an undergraduate degree from Towson University. __________________________ Other Retirement Podcast Conversations You’ll Love The Third Act – Josh Sapan Mattering…in Retirement – Jennifer Breheny Wallace What If You Pivot Instead of Retiring? – Scott Siff ___________________________ 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 2 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 Trade Offs “I am earning a fraction of what I earned before. I am way down in the food chain, and I love it.” On Age Bias “If somebody's telling you you're too old, find new friends. They're just jealous.” On Future You “You have to figure out what kind of story you want to tell about this next phase of your life.”

Show Notes Clare Scherrer outlines her career journey in three main chapters: 25 years at Goldman Sachs in Investment Banking, a number of years as a public company Chief Financial Officer, and her current role as a director on two public company boards of directors. Clare also shares her life immediately post-graduation, including getting married and completing McKinsey's Business Analyst program in New York City. Love at First Blind Date Clare recounts her initial post Harvard plan to join the Foreign Service and how a blind date led to her getting engaged and pivoting her career path. She describes the decisive nature of her engagement and how it shaped her life and career.   McKinsey, HBS, & the Pivot to Investment Banking Clare reflects on her years at McKinsey, emphasizing the importance of critical thinking and learning from her engagement managers. She also explains how her experience at McKinsey influenced her pivot to investment banking during her time at Harvard Business School. Relationship Building in Investment Banking Clare details her summer internship at Goldman Sachs and how it led to a 25-year career at the firm. She highlights the various roles she held at Goldman Sachs, including managing client relationships, co-leading a global team, and co-chairing the IPO committee.  Clare discusses the skills that contributed to her success, including work ethic, critical thinking, and building trust. She emphasizes the importance of running toward problems and the value of trust in client and colleague relationships. Clare shares her approach to communication, stressing the need for over-communication and the importance of truly understanding how critical business decisions are influenced and taken.   Becoming CFO of Smiths Group Clare recounts how a long time client approached her about the opportunity to become the CFO of Smiths Group, a global engineering company. She initially hesitated but was encouraged by her husband to embrace the opportunity. Clare describes the company's products and services when she was CFO; including energy efficiency, safety, and connectivity solutions. She highlights how much she valued the experience of being both the CFO and a board member, which gave her a deeper understanding of the importance of public company governance. Pursuing a Portfolio of Board Directorships Clare explains her decision to pursue a portfolio of board directorships after her tenure as CFO.  She currently serves on the boards of Legrand, a leading electrical and digital infrastructure company; and Shell, an integrated energy company. Clare also discusses that she sets aside some time to coach next generation finance executives in the US, drawing parallels to her experience developing talent at Goldman Sachs. She emphasizes the importance of developing and retaining talent, even outside of a full-time executive role. Returning to the U.S. Clare describes her typical work week, including the imperative to stay current on relevant financial markets, industry, and company developments. She also shares her current plans to move back to the U.S. after 15 years in London. Clare also reflects on the importance of consciously investing in personal growth and adopting habits that challenge as well as encourage reflection.   Harvard Reflections Clare recalls her most challenging course at Harvard, which was Russian, and how rewarding the class and learning process was, despite it not being directly linked to her career pursuits after Harvard. Clare also shares how energizing she finds her weekly tennis match. She encourages others to find a pursuit outside of work that is energizing and allows you to laugh at yourself and with others. Timestamps: 04:02: First Date and Early Career Decisions 07:03: McKinsey, HBS, & the Pivot to Investment Banking 13:38: Relationship Building in Investment Banking 19:39: Transition to CFO Role 26:06: Board Membership and Coaching 28:45: Personal Growth 36:25: Most Memorable Course and Personal Interests Links: LinkedIn: https://www.linkedin.com/in/clare-scherrer-651396b1/   *AI generated transcript and show notes.    

In this episode, James Scongack (COO & Executive VP at Bruce Power), Richard Ma (Executive Director, Investment Banking at CIBC Capital Markets), and John Cook (SVP & Portfolio Manager at Mackenzie Investments) examine why nuclear energy is emerging as a cornerstone of Canada's energy future and what it will take to build the next generation of reactors affordably. From fleet-based reactor development and small modular reactors (SMRs) to government financing, inflation, energy affordability, and long-term energy security, the conversation dives into why Canada's nuclear renaissance could play a defining role in the country's economic competitiveness for decades to come. Explore the series here: https://thefutureeconomy.ca/content-series/the-future-of-the-energy-transition/ Watch more videos from the series: https://www.youtube.com/playlist?list=PL2vcORABmSd7pZ0YJPFnfhfq74NLM6UcD Subscribe for exclusive previews of upcoming episodes and updates on new releases: https://bit.ly/3ri2IUu Follow us on social media: https://linkin.bio/thefutureeconomy.ca ===== About TheFutureEconomy.ca ===== TheFutureEconomy.ca is a Canadian thought leadership platform that produces expert series, featured interviews and op-eds featuring leaders from industry, government, academia and more to define a strong vision for our future economy. Our content emphasizes our interviewees' insights and calls to action on what we must do now to improve the competitiveness of Canada's future economy. Check out our website: https://thefutureeconomy.ca/ #NuclearEnergy #EnergyTransition #EnergyInfrastructure #EnergyAffordability #EnergySecurity #Electricity #Canada #SMR #MackenzieInvestments

Viele Anlegerinnen und Anleger verlassen sich bei ihrer Aktienauswahl auf News-Portale oder Social Media, lassen dabei aber eine der wertvollsten Informationsquellen ungenutzt: die Investor Relations der Unternehmen, kurz IR. Dabei ist die direkte Kommunikation der Aktiengesellschaften mit ihren Anteilseignern oft der Schlüssel zu einem tieferen Verständnis des Geschäftsmodells. Unser Gast Julia Stoetzel kennt beide Seiten des Verhandlungstisches. Nach Stationen im Investmentbanking leitete sie die IR-Abteilungen bei Tech-Größen wie Delivery Hero und AboutYou. Sie erklärt uns, wie wir die kostenlosen Angebote der IR-Abteilungen - von der Equity Story bis zum direkten Austausch mit den Verantwortlichen - gezielt für die eigene Anlagestrategie nutzen können und welche Fragen wir den IR-Verantwortlichen stellen, um fundiertere Investmententscheidungen zu treffen.

Retirement can create an unexpected form of pressure. With more freedom and fewer work constraints, shouldn’t this be the moment when we finally perfect our health, routines, relationships, and long-delayed ambitions? Steve Kamb argues that this all-or-nothing mindset often produces an all-then-nothing result. Steve is the founder of Nerd Fitness and author of How to Try Again. In this conversation, he explains why setbacks are not proof that we are failures; they are information about what to try differently. He shares lessons from the Museum of Failure, reframes treading water as a legitimate success during certain seasons, and makes the case that no one truly returns to square one. Every previous attempt leaves us knowledge and data we can use going forward. If we pay attention. Steve also introduces his PACT framework – Pause, Accept, Change, Try – and explains why permission to start can be more powerful than waiting for confidence. Whether you want to rebuild fitness, develop a new interest, strengthen relationships, or design a more purposeful retirement, this episode offers a compassionate and practical way to begin again. Steve Kamb joins us from Massachusetts. _________________ Time for an Upgrade? The honeymoon period doesn’t last forever in retirement. It dawns on you that there are more Wednesdays ahead than items on your Bucket List. I’ve created a brief online tool to highlight the key areas that need your attention the most. It’s based on what I’ve learned about my clients who thrive in retirement – and what they make sure to get right. The free Retirement Drift assessment takes five minutes. It’s not a report card. No right answers. Just where you stand today and a starting point for the retirement you really want to live. Take the Free Retirement Drift Assessment → “Something was missing and I couldn’t quite put my finger on it. Now I know.” That’s from a podcast listener who took it last week. If you want to get started on working on the new Future You, that’s exactly what the Designing Your New Life in Retirement program is built for. Six group sessions with 6 to 10 people doing the same, and a structured way to move from putting it off to designing. The September cohort is enrolling now with two scheduling options. Learn more here | Sign up here __________________ Bio Steve Kamb is the author of How to Try Again (St. Martin's Press) and Level Up Your Life (Rodale). He's also the founder of Nerd Fitness, a worldwide community of nerds leveling up their lives. Since 2009, he's helped busy people get stronger, live healthier, and build heroic habits. He's published a thousand articles backed by scientific research and full of nerdy references that have been read by tens of millions. Kamb writes a weekly “Level Up with Steve Kamb” newsletter read by more than 100,000 super humans. He's given talks at some of the world's biggest companies and guest lectured at Vanderbilt University. He currently resides in Nashville, TN, where he plays golf decently and music poorly. __________________ For More on Steve Kamb How to Try Again: An Approachable Guide to Navigating Chaos and Making Change THAT STICKS Website __________________ Retirement Podcast Conversations You'll Also Love Self-Compassion – Dr. Kristin Neff How to Begin – Michael Bungay Stanier The Joy of Movement – Kelly McGonigal _______________________ 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 2 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 Self Compassion “It’s not how you succeed with discipline, but really how you fail with compassion.” On Mindset “An all or nothing mindset creates all then nothing results.” On Action “Action creates motivation, which creates self-efficacy, which creates more action…You don’t need a membership. You don’t need to make a big deal out of it. You can just put on your shoes and go do it.” ______________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters. Consult your doctor before starting any exercise routine.  

How clear are you about what you’re retiring to? Our next group program starts in September and is limited to 10 people. The Early Registration discount ends on July 31st. Learn more here. Reserve your spot today. ________________________ We spend years letting our pace be set for us, by employers and the calendar. Then retirement arrives and, for the first time, the tempo is ours to choose. In this conversation, science journalist Elizabeth Svoboda, author of The Art of Pacing, argues that most of us get can stuck oscillating between two extremes — the perpetual sprint and complete disengagement — and that the real skill is learning to move across a range of paces with intention. Elizabeth shares interesting and useful ideas, including “rigid flexibility” (from an Olympic runner), smart circadian-rhythm energy management, the freedom that “selective mediocrity” can create, and how identity can get intertwined with the pace we keep.  It’s a conversation about doing less of what drains you, so you have more for what matters most. Elizabeth Svoboda joins us from California. _________________________ Bio Elizabeth Svoboda is the author of The Art of Pacing: A Guide to Balancing Short-Term Demands with Long-Term Thriving. She is an award-winning science writer and contributor to Scientific American, Discover, The Boston Globe, The New York Times, and other publications. Elizabeth is a winner of the Evert Clark/Seth Payne Award for Young Science Writers, and her work has been anthologized in the Best American Science and Nature Writing series. She lives in San Jose, California, with her husband and young sons. ________________________ For More on Elizabeth Svoboda The Art of Pacing: A Guide to Balancing Short-Term Demands with Long-Term Thriving Website _______________________ How Ready are You for Your New Life in Retirement? Take this free 5-minute assessment to identify which areas may need your attention: Not retired yet, but I want to design a meaningful life I’m in retirement, but maybe I could use an upgrade _______________________ Retirement Podcast Conversations You’ll Also Love How to Flourish…in Retirement – Daniel Coyle Happier Hour – Cassie Holmes, PhD Will You Flourish or Languish? – Corey Keyes Taming The Molecule of More – Michael Long _______________________ 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 2 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 Reassessing Your Pace “So much of our identities tend to be wrapped up in the pace we keep. As you're contemplating retirement or just embarking on it, it's a good time for a big-picture pace reassessment.” On Flourishing “Set a pace that is right for you and that leads you toward personally flourishing.” On Selective Mediocrity “You have to avoid over-extracting your own resources. By conserving energy on less essential things, you have more energy to devote to the things that matter most.”  

✅ Join the group here - https://www.skool.com/midnight-lab Find everything else here - https://www.midnight.co/ Hosted on Acast. See acast.com/privacy for more information.

Join us for this episode of the "Leaders Who Care" series as Mark Sadovnick sits down with Vandana Tolani, Founder & CEO of Convanto, one of India's most recognized boutique investment banks led by a female founder.Vandana shares her inspiring journey from Singapore and Jakarta back to India, revealing how she built a successful career in wealth management and broke through gender barriers in the investment world.Discover Vandana's personal story, the challenges she faced as a self-made woman, and the values that drive her mission to empower founders and startups across the globe. Learn about her approach to fundraising, the importance of building trusted relationships, the evolution of technology and AI in business, and her leadership style, which focuses on empowering employees.Stay tuned for valuable advice for entrepreneurs, insights into the future of work in the age of AI, and what gratitude means to a leader who truly cares.

Bongani Bingwa speaks to Rob Leon, Co-CEO Sponsor and Head of Investment Banking at RMB, about the bank's success at the Euromoney Awards for Excellence 2026 and what it says about South Africa's investment and business landscape. 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 of the Sports Tech AllStars Podcast, we present Uday Khanna, Co-Founder of 1406 Park Lane Partners and angel investor in sports tech.The conversation explores how a career in M&A transaction advisory led Uday to co-found an early stage investment syndicate focused on sports, emerging sports and wellness, why bringing institutional rigour to pre-seed investing is a genuine edge, and how groups like EBAN Sports are filling a critical gap in the European sports tech funding landscape.Takeaways1406 Park Lane Partners combines M&A advisory, investment banking and private equity experience to bring institutional discipline to early stage sports tech investingThe syndicate's core value proposition is smart capital Emerging sports, data infrastructure and wellness and fitness are the three primary thesis areas for the syndicateMost business angels invest locally by default — cross-border early stage sports tech investment in Europe remains rare and underservedCommunities like EBAN Sports are crucial for connecting sports industry insiders with experienced investors who understand how to scale businessesThe gap between early stage venture and PE is exactly where 1406 Park Lane Partners tries to add value — helping founders understand what institutional readiness looks like before they need itSports tech is still early as an asset class — the deal volume and value has not yet caught up with sectors like healthcare or fintech, but the trajectory is clearPre-seed and early seed is where angel syndicates can have the most impact — founders are more open to collaboration before institutional VCs arriveTo learn more, visit: https://www.linkedin.com/company/1406-park-lane-partnersGet in touch with Uday Khanna at: https://www.linkedin.com/in/upluskHosted by Rohn Malhotra from SportsTechX - Leading source of Investment and Innovation insights in sports.STX Intelligence Hub: sports tech company, investor, and deal database: intelligence.sportstechx.comAs promised, here's your small surprise:Unlock your 30-day growth plan (worth €49) on the SportsTechX Intelligence Hub for free!Simply verify your company details and you get access to 1,500+ investors, programmes, initiatives and events in the sportstech ecosystem.Here's how to get set up and if you'd like a walkthrough of the platform, feel free to book a call here.Download the latest Industry Reports here: https://intelligence.sportstechx.com/reports/gster26Sign Up for the Sports Tech Weekly Newsletter for more news, features & insights on Sports Tech: https://newsletter.sportstechx.com/Chapters00:00 Introduction00:41 What Is 1406 Park Lane Partners and Where Did the Name Come From02:54 From M&A Advisory to Early Stage Sports Tech Investor03:38 Combining M&A, Investment Banking and PE Experience in One Syndicate06:02 Check Size, Deal Stage and Who 1406 Invests In07:54 Smart Capital — Helping Founders Become VC Ready09:19 Thesis Areas: Emerging Sports, Data Infrastructure and Wellness12:23 Pre-Seed and Early Seed as the Sweet Spot for Angel Syndicates13:21 Why Uday Joined EBAN Sports and What It Has Delivered15:25 Using EBAN Sports as a Deal Flow Source and Jury Member16:03 What EBAN Sports Is and How to Get Involved17:44 What PE Experience Brings to Early Stage Investing20:11 What PE Readiness Actually Looks Like and Why It Matters for Founders21:48 The Growing Wave of PE Interest in Sports and Sports Tech22:01 What the Next 12–18 Months Look Like for 1406 Park Lane Partners25:17 Training for a Half Marathon in Madrid and the Tech Used Along the Way27:42 Favourite Sporting MomentStay Connected with SportsTechXSpotify: https://creators.spotify.com/pod/profile/sportstechx/Apple Podcast: https://podcasts.apple.com/in/podcast/the-sports-tech-allstars-podcast/id1271329751LinkedIn: https://www.linkedin.com/company/sportstechxYouTube: https://www.youtube.com/@SportsTechX

It takes decades to save & invest enough to be able to retire. But most people find that when the time comes, they’re unsure about what’s next. That part doesn’t take decades, unless you keep putting it off. Join our next small group program in September and Design Your New Life in Retirement. Two 1 on 1 sessions. 6 interactive group sessions. A new direction. Learn more and sign up today. Early registration ends July 31st. Limited to 10 participants. __________________________ What does it really take to design a meaningful life after full-time work? In this special “Best of” episode of The Retirement Wisdom Podcast, you’ll hear brief but useful insights from guests who challenge the old story of retirement as a finish line, a reward, or a long vacation. You'll hear different perspectives on the the shift from “role to soul”, the emotional side of transition, how to build a life portfolio, why mattering may be as important as money, how connection shapes happiness, why your brain can keep growing, and how creativity can become a surprisingly powerful health habit that can enhance longevity. This episode offers a powerful reminder: retirement isn't about stepping back. It's an opportunity to step more fully into life with the courage to keep growing and contributing in new ways. ___________________________ Want to go deeper on any of these conversations? How to Live a Meaningful Life – Dave Evans Navigating the In-Between – Monique Rhodes What Do You Want Out of Life…in Retirement ? – Valerie Tiberius Design a Phased Retirement – Anna Rappaport Mattering…in Retirement – Jennifer Breheny Wallace Love & Happiness…in Retirement – Sonja Lyubomirsky Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD How to Stay Sharp in Retirement – Dr. Majid Fotuhi Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt _________________________ How Ready are You for Your New Life in Retirement? Take this free 5-minute assessment to identify which areas may need your attention: Not retired yet, but I want to design a meaningful life In retirement, but maybe I could use an upgrade _________________________ Other Retirement Podcast Conversations You’ll Also Love Best of 2025 – Part Two What If I? Best of 2025 – Part 1 The Very Best of 2024 ___________________________ 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 2 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.

Jacob Cohen has run a 5K in a dog crate, a port-a-potty, and on top of the Empire State Building–-and no, he is not stopping anytime soon.Before he was the internet's favorite 5K guy, Cohen was an investment banker in Atlanta, overweight and grinding through a banking job while his content dream sat on the back burner. Running, however, changed everything.It helped him lose more than 40 pounds, and a run club of full-time creators convinced him to hit record. He posted for a year to 2,000 followers before a joke 5K around his coffee table in October 2025 lit the fuse: it led to 100,000 followers in 50 days and a full-blown escalation of the most absurd run locations imaginable.In this conversation with Dominic, Cohen pulls back the curtain on the videos everyone's friends keep sending them. He addresses the skeptics head-on (yes, he really does the 5Ks; the watch accuracy is another story), reveals his most physically miserable run location, and explains why the World Cup crowd was in on the bit. He also opens up about the deeper mission: rejecting the unattainable, chicken-and-rice version of fitness the internet sold him at his lowest, and proving working out can actually be fun.Plus, his surprisingly generous take on David Goggins, celebrity collabs with Diplo, Bert Kreischer, Teddy Swims, and Casey Neistat, his dream Great Wall of China 5K, and why the biggest what-if of his life was simply pressing record.Tap into the Jacob Cohen Special. If you enjoy the podcast, please consider following us on Spotify and Apple Podcasts and giving us a five-star review! I would also appreciate it if you share it with your friend who you think will benefit from it.S H O W  N O T E S   -The Run Down By The Running Effect (our new newsletter!): https://tinyurl.com/mr36s9rs-Our Website: https://therunningeffect.run  -THE PODCAST ON YOUTUBE: https://www.youtube.com/channel/UClLcLIDAqmJBTHeyWJx_wFQ-My Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/therunningeffect/?hl=en⁠⁠⁠⁠⁠⁠-Take our podcast survey: https://tinyurl.com/3ua62ffzBehind the scenes of The Running Effect: https://youtube.com/@dominicschlueter?si=PM9FjPc92eFUFEZLuminaryThreads: luminarythreads.shop$20 off your next Attuned scan: https://attuned.health/discount/TRE20?ref=TRE20 TikTok: @notreallywellnessInstagram: @notreallywellnessYouTube: @notreallywellness

Owning real estate can generate income and long-term wealth, but it can also entail management responsibilities, tax considerations, and difficult decisions when it’s time to sell. What options are available if you want to keep real estate exposure without continuing to manage properties yourself? In this episode, Evan Wohl and George Papanicolaou are joined by Brendan Tammany, Senior Vice President, Private Capital at Inland Securities Corporation, to explore Delaware Statutory Trusts (DSTs) and how they can fit into a real estate strategy.  They discuss how DSTs operate within 1031 exchanges, the benefits of passive ownership, the differences between DSTs and REITs, liquidity considerations, estate-planning opportunities, and how accredited investors can access institutional-quality real estate while avoiding many of the day-to-day responsibilities of property ownership. Key takeaways: How Delaware Statutory Trusts allow investors to own fractional interests in commercial real estate Why DSTs can help simplify the 1031 exchange process for qualifying investors The differences between DSTs, REITs, and private credit investments How passive ownership removes landlord responsibilities and property management duties Why estate planning and step-up in basis considerations make DSTs attractive for some investors And more! Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with George Papanicolaou: Opus Private Client, LLC  gpapa@opus-pc.com  LinkedIn: George Papanicolaou YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Brendan Tammany Website: Inland Securities Corporation btammany@inland-securities.com  About Our Guest: Brendan Tammany, Senior Vice President, Private Capital, Inland Securities Corporation, is responsible for partnering with financial advisors in the North East to complete successful 1031 exchanges as well as cash investments with Inland Private Capital Corporation. He began his career at Inland in 2022 as a Regional Associate II and was promoted to Vice President, Hybrid Wholesaler in 2023. He was promoted to Vice President, Exchange Consultant in 2024.  Prior to joining Inland, Mr. Tammany was an Advisory Consultant for Macquarie Asset Management's Mutual Fund sales team. He began his career in financial services in 2014 working as an M&A Analyst for a boutique Investment Banking firm GriƯin Financial Group. Mr. Tammany graduated from the University of Pittsburgh with a Bachelors of Science in Business Administration majoring in Finance. He holds Series 7, 63, 65, and 79 licenses with the Financial Industry Regulatory Authority (FINRA).

In this episode of Banking on Data, Lumio CEO Ed Vincent sits down with Joe Berry, Co-Head of Investment Banking at KBW, to discuss the forces reshaping community banking. From changing customer expectations and fintech competition to AI, operational efficiency, and the role of trusted data, they explore what it will take for community banks to compete in the decade ahead.Whether you're a CEO, CFO, Chief Risk Officer, or operations leader, this conversation offers practical insights into how banks can modernize, remove friction, and continue delivering the relationship-driven banking their communities' value.Follow us to stay in the know!

Die Wall Street uneinheitlich in den Tag, mit dem Dow Jones belastet durch den Kurseinbruch bei den Aktien von IBM. Der Konzern warnt überraschend vor einem schwächeren Quartal und verweist darauf, dass viele Unternehmenskunden ihre Investitionen kurzfristig von Software in Server, Speicher und Rechenzentrumsinfrastruktur umgeschichtet haben, um sich vor erwarteten Preissteigerungen einzudecken. Das belastet den gesamten Softwaresektor und schürt zugleich Sorgen, dass KI-Infrastruktur derzeit mehrfach bestellt wird und die tatsächliche Nachfrage überschätzt werden könnte. Die Aktien der Chip- und Memory-Werte profitieren und halten den Nasdaq im grünen Bereich. Die Zahlen der Großbanken fallen alle durchweg stark aus. JPMorgan, Goldman Sachs, Bank of America, Citigroup und Wells Fargo übertreffen die Erwartungen bei Umsatz und Gewinn deutlich und profitieren vom boomenden Aktienhandel, Investment Banking und einer robusten Kreditnachfrage. Bis auf Goldman Sachs, reagieren diese Aktien dennoch leicht negativ. Was die Juni-Inflation betrifft, gab es Entwarnung. Sowohl die Gesamt- als auch die Kernrate unterschreiten die Prognosen der Wall Street klar und nehmen den Renditen sowie dem US-Dollar etwas Druck. Gleichzeitig bleibt der Ölpreis wegen der anhaltenden Kämpfe zwischen den USA und Iran hoch. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street uneinheitlich in den Tag, mit dem Dow Jones belastet durch den Kurseinbruch bei den Aktien von IBM. Der Konzern warnt überraschend vor einem schwächeren Quartal und verweist darauf, dass viele Unternehmenskunden ihre Investitionen kurzfristig von Software in Server, Speicher und Rechenzentrumsinfrastruktur umgeschichtet haben, um sich vor erwarteten Preissteigerungen einzudecken. Das belastet den gesamten Softwaresektor und schürt zugleich Sorgen, dass KI-Infrastruktur derzeit mehrfach bestellt wird und die tatsächliche Nachfrage überschätzt werden könnte. Die Aktien der Chip- und Memory-Werte profitieren und halten den Nasdaq im grünen Bereich. Die Zahlen der Großbanken fallen alle durchweg stark aus. JPMorgan, Goldman Sachs, Bank of America, Citigroup und Wells Fargo übertreffen die Erwartungen bei Umsatz und Gewinn deutlich und profitieren vom boomenden Aktienhandel, Investment Banking und einer robusten Kreditnachfrage. Bis auf Goldman Sachs, reagieren diese Aktien dennoch leicht negativ. Was die Juni-Inflation betrifft, gab es Entwarnung. Sowohl die Gesamt- als auch die Kernrate unterschreiten die Prognosen der Wall Street klar und nehmen den Renditen sowie dem US-Dollar etwas Druck. Gleichzeitig bleibt der Ölpreis wegen der anhaltenden Kämpfe zwischen den USA und Iran hoch. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

You’ve been asked: “So, what are you going to do all day?” You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day. You deserve a better, richer retirement. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. ________________________ Dr. Jordan Grumet has crafted three books mapping the terrain between money, mortality, and meaning. His new book, The Healthcare Heist, opens with a story he rarely tells. That experience became the seed of a much bigger argument: that insurers, pharmaceutical companies, private equity and venture capital firms, and electronic medical records companies all have their “hands in the cookie jar,” extracting value from a system that’s supposed to serve two primary stakeholders: the patient who needs care and the doctor who gives it. Jordan calls out the “intimacy gap” where today patients disclose everything to their doctors, while doctors are trained to disclose nothing back. He makes a provocative case that it can be closed through storytelling.  He also shares practical and valuable advice you can use: concrete steps for your next doctor’s visit and the healthcare-literacy gaps that trip up many people heading into retirement. _________________________ Bio Jordan Grumet, MD is a hospice physician who has spent his career at the intersection of medicine, money, and meaning. He’s the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life and The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His latest book, The Healthcare Heist, argues that patients and doctors are the only two parties with both the incentive and the ability to fix a broken healthcare system — and makes the case for shared storytelling as the tool to do it. Jordan earned his undergraduate degree from the University of Michigan and his medical degree from Northwestern University. __________________________ For More on Jordan Grumet, MD The Healthcare Heist:How Physicians and Patients Can Unite to Transform Healthcare The Purpose Code – Dr. Jordan Grumet Taking Stock – Dr. Jordan Grumet __________________________ Other Podcast Episodes You’ll Also Love Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD What Matters Most – Diane Button ___________________________ 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 2 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 Our Healthcare System “It made me realize how many other groups are leveraging our healthcare system to extract money out of it…We have a failing medical system… so corporatized… you have all these hands in the cookie jar, grabbing all the money out. And none of it’s really improving medicine…Most people… don’t realize that they’re being pickpocketed at every single step.” On Medical Malpractice “Less than one in 10 cases that are filed actually show medical malpractice.” On the Power, and Promise, of Storytelling “Stories changed the world.”

In this episode of Run the Numbers, CJ sits down with Rogo president Rahul Rekhi to unpack what AI actually changes in investment banking and finance. They dig into token economics, why adoption without ROI is a trap, how vertical AI wins, and why domain expertise still matter.—SPONSORS:Pulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer cut their close in half, took audit findings from seven to zero, and cut back-office costs by 70% in six months. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/rahulrekhi/Company: https://www.rogo.ai/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:A CFO Explains the Stock Exchangeshttps://youtu.be/pooOE6ZNGR4A CFO Explains Marketplaceshttps://youtu.be/LpbH9GpBrSY—TIMESTAMPS:0:00 Preview and Intro2:44 Why finance was first to verticalize AI6:28 What the president title means at Rogo9:55 Sponsors — Pulley | Rillet | Maximor13:02 The problem Rogo is solving16:16 Token maxing is not transformation17:43 Why ROI is so hard to measure19:39 Sponsors — Brex | Anrok | RightRev22:37 ROI is business-unit specific24:03 Budgeting tokens like a benefits load25:00 AI incentives aren't aligned to efficiency26:26 The model broker function32:03 Not all token spend is equal37:14 Who owns AI efficiency?40:59 The forward deployed banker43:00 Domain expertise: the Interstellar analogy49:21 Lightning round49:28 Screwed up: DCF error in a live deal51:13 Will new grads have the spidey sense?53:03 Meeting Pope Francis55:04 Fact-checking jobs numbers at the White House57:39 Advice to younger self59:21 Credits

Het was me het beursdagje weer wel. Zo beschuldigt Apple OpenAI van diefstal en spant het een rechtszaak aan. AkzoNobel zit op zijn beurt dan weer niet te wachten op wéér een overnamebod van wéér het Japanse Nippon Paint. Deze aflevering hebben we het over die twee bijzondere zaken. Maar ook uitgebreid over de omzetcijfers van TSMC, de grootste chipmaker van de wereld. Dat stunt terwijl de lat al zo hoog ligt. We kijken wat dat betekent voor de kwartaalcijfers van ASML. Dat verkoopt namelijk veel aan TSMC, gaan we dat terugzien in hun kwartaalcijfers? Ook gaat het over de goede verkoopcijfers van autobouwer Stellantis. Dat heeft een rampjaar achter de rug. Vorig jaar een recordverlies van dik 22 miljard. Maar er schijnt licht aan het einde van de autotunnel! De verkopen in Europa trekken aan, maar het zijn vooral de verkopen in de VS die gunstig stemmen. Daar doet Stellantis het opvallend goed. Verder hoor je ook meer over Disney. Wells Fargo zegt dat het mediabedrijf zijn streamingtak moet afsplitsen. Dan zou het aandeel met 40 (!) procent stijgen. Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Itay Golan is the CEO of Deals Agent and a former bank executive with 15 years of experience across the deal lifecycle at firms such as DealLogic, S&P Capital IQ, and Bloomberg. In his second appearance on Test. Optimize. Scale: Itay breaks down how agentic AI is leveling the playing field in capital markets, allowing small banks and funds to compete with the bulge bracket for deal origination. This is a deep look at how AI is moving from a novelty layer atop financial data to a mission-critical, revenue-generating tool that tells bankers where their next deal will come from. What We Cover: - Why most deal origination today runs on Rolodexes and league tables instead of strategy - How Deals Agent uses a proprietary model, not a wrapper on Claude or ChatGPT - 15 years of banker interviews and workflows trained into a vertical AI model - Why data privacy matters: no data leakage, no training your competitors - A live demo: comparing your deals against peers and finding origination targets - How AI surfaces the hot sectors, geographies, and deal types worth your resources - Guardrails against hallucination and why every insight comes with sources and confidence levels - Why the ECM and IPO space was untapped white space for agentic AI - What this means for advisory fees, access, and who wins mandates in five years - Lessons on pivoting: from productivity tool to revenue-generating platform - Why every "no" from a customer is a signal to iterate, not quit - How to identify your ICP and scale strategically Connect with Itay: Email: info@dealsagent.ai LinkedIn: https://www.linkedin.com/in/itaygolan/ Subscribe to Test. Optimize. Scale. for weekly conversations on growth marketing, business strategy, and what is actually working right now. CHAPTER TIMESTAMPS 0:00 - Intro 1:00 - Itay's second appearance and the through line from crowdfunding to AI 2:30 - Democratizing deal access for small banks and funds 4:00 - Why Deals Agent is a proprietary model, not a ChatGPT wrapper 6:00 - 15 years of banker workflows trained into the model 7:30 - The data privacy advantage: no leakage, no training competitors 10:00 - Turning behavioral data into origination insights 11:30 - Human vs. AI: productivity gains and a whole new capability 13:00 - Guardrails against hallucination, sources, and confidence levels 15:00 - Live demo: comparing your deals against peers 17:00 - Finding and qualifying origination targets in real time 18:00 - The competitive landscape and where Deals Agent fits 20:00 - Why M&A and ECM are ready for AI now 22:00 - What this means for funds, fees, and access in five years 25:00 - How long Deals Agent has been in development 26:00 - Advice for founders and banks: go for it and act now 28:00 - First mover advantage and the cost of waiting 29:00 - Pivots: from analyst tool to revenue-critical platform 31:00 - Why listening to the market beats being married to your idea 33:00 - Scaling strategically and identifying your ICP 36:00 - Where to find Deals Agent and final thoughts

Ein Investment-Banker bei Finanztip? Mitgründer Marcus Wolsdorf erzählt ganz privat über sein Leben vor und seit Finanztip – und erklärt, wie Finanztip unabhängig bleibt: Das alles in dieser Folge Finanzen Ganz Einfach mit Sophie und Marcus von Finanztip.

This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management. Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experience in the natural resource sector, Mr. Rozencwajg is recognized as a leading authority on commodities, renowned for his contrarian, deep-value investment philosophy and original research spanning decades of long-term market cycles. His prescient investment themes and industry renowned and widely followed quarterly commentaries have cemented his status as one of the foremost experts in natural resources worldwide. Mr. Rozencwajg's expertise spans the entire commodity spectrum, including oil, natural gas, uranium, precious metals, base metals, and agriculture. His ability to uncover long-term commodity trends and identify undervalued opportunities poised for reversal has delivered exceptional results for investors. An innovator in applying technology to investment research, Mr. Rozencwajg has also successfully integrated proprietary neural network artificial intelligence models into G&R's research process. These enhanced models offer unparalleled predictive capabilities, providing deep insights into recoverable reserves for oil and natural gas deposits and further enhancing the firm's strategic edge. A sought-after speaker, Mr. Rozencwajg frequently presents at prestigious industry conferences globally and is regularly featured in leading financial publications, including The Wall Street Journal, Barron's, and The Financial Times. His thought leadership continues to shape the natural resource investment landscape, influencing both institutional investors and industry operators. Before co-founding G&R, Mr. Rozencwajg served as Vice President at Chilton Investment Company, where he partnered with Leigh Goehring to manage the Chilton Global Natural Resource Fund from 2007 to 2015. Under their leadership, the fund reached peak assets exceeding $5 billion, driven by their disciplined, research-intensive, and deep-value approach to investing. Earlier in his career, Mr. Rozencwajg gained valuable experience in financial markets as part of the Investment Banking division at Lehman Brothers from 2006 to 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a dual major in Economics and Philosophy from Columbia University and is a CFA Charterholder. Among other things we learned about $70 Oil: Setting Up the Next Bull MarketEnjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

There are so many moments in our lives that we may brush off spiritually. Gray areas can be hard to understand, rationalize, or even see when we aren't in the Word daily. Todays guest, William Norvell, talks about how important it is to pray on those gray areas and how important it is to listen to what comes through.    In this episode, you'll discover…  William's Story on Prayer led decision-making (2:50) Daily spiritual habits (9:00) When you feel like you are not enough (14:06)  Tektones. (20:17)   William's Bio:  William is the Co-Founder of Forte- the world's first SoulCare platform for the workforce. Prior to Forte, William spent approximately ten years in Private Equity, Venture Capital, and Investment Banking, along with over five years pursuing entrepreneurial endeavors. He has invested in numerous sectors and industries throughout his career. He loves finding unique investment opportunities, working with people, and helping them become the best version of themselves. William loves engaging in any conversation about how to make work more meaningful in the world. He received an MBA from the Stanford Graduate School of Business and a BS in Finance, Summa Cum Laude, from the University of Alabama, where he was named a USA Today Academic All-American. He is also the Co-Founder and Podcast Host of Faith Driven Entrepreneur and Faith Driven Investor. William is married to a wonderful woman, Deb, that continually challenges and refines him. They welcomed their son Liam in 2018, their daughter Eloise in 2020 and their son Henry in 2021. Learn more about Tektones here.   What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

Don’t miss out on a great life in retirement because you fail to prepare for it. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. __________________ Walter Green has spent nearly three decades doing what most of us postpone: telling the people who shaped him exactly why they mattered, while they can still hear it. The founder of the Say It Now movement joins us to share his journey, his new book The Gratitude Express, a deceptively simple question that replaces “What should I do?” in retirement, and why he decided to reimagine rather than retire. ___________________ Bio Walter Green's father died when he was a teenager and it left an indelible impression on him that life is short, precious, and unpredictable. Walter decided it was never too early and not too late to express his profound appreciation for those who had impacted his life. That is when he began his journey of seeking out those people who made a significant impact. It was the moment to share his gratitude with them. Walter Green was Chairman of the Board and CEO of Harrison Conference Services for 25 years, during which time it grew into the leading conference center management company in the U.S. He has lectured at the Wharton Graduate School of Business and Hofstra and Long Island universities, as well as being featured as an expert on the topic of effective meetings in numerous national publications. Associated for years with the Young Presidents' Organization and the World Presidents' Organization, he's a member of the Chief Executives Organization and the L3 Organization (Leadership, Legacy, Life). Since selling his company, he has mentored young adults and is actively involved in several non-profit organizations. He lives with his wife, Lola, in San Diego, California. ______________________ For More on Walter Green The Say It Now Movement The Gratitude Express ______________________ Retirement Podcast Conversations You’ll Also Love Changing the World One Small Act at a Time – Brad Aronson The Best Day of My Life So Far – Benita Cooper ______________________ Wise Quotes On Retirement Planning “I never asked, ‘What should I do?' I asked: if I were ideally successful at this stage of my life, how would I know it? …Look toward the things you were doing while you were doing the other stuff. Look for the patterns… I don't even like the word ‘retirement.' Reimagining is where I am.”  On Why You’ll Want to Say It Now “Put a flashlight on a relationship, illuminate it, and really look at why it was so important…You'll think it's for the other person — but in reality it's just as much for yourself…We're the only ones who can give this gift. You can't delegate it to somebody else.”  _______________________ 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 2 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.

Scott Galloway unpacks whether the S&P and Nasdaq rule changes for mega-cap IPOs mean you're no longer as diversified as you think, gives advice on thriving in a fully remote sales role, and reflects on what investment banking and the corporate world really teach you. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Plus, you can now call or text Scott a question at our new Office Hours hotline: ‪(201) 472-3656‬. Learn more about your ad choices. Visit podcastchoices.com/adchoices

There’a a whole half a year to go! Start the second half strong with new habits. Free 1 hour workshop July 1 | 12 noon ET Sign up here ____________________ You’re preparing for retirement. For many of us, there’s another transition nestled within that one. It comes with joy and little instruction – becoming a grandparent. Celia Dodd, a journalist of 30+ years and grandmother of six, has written the book many grandparents wish they had: one that celebrates the delight and makes room for the honest, complicated feelings nobody admits out loud: Grand Expectations: The Joys and Dilemmas of Being a Grandparent. This conversation is about permission. Permission to feel torn between the grandchildren you adore and the next chapter you’ve spent years planning. Permission to be your own version of a grandparent rather than the one in your head. Permission to support without interfering, to say no without guilt, and to design these special years deliberately instead of drifting into them. Celia Dodd joins us from London. _________________________ Bio Celia Dodd is a journalist and author who wrote regularly for The Times of London, the Independent and other national newspapers and magazines, focussing on relationships, family life, health and education. She also wrote profiles of interesting people, including Gordon Ramsay, Lou Reed and actress Juliet Stevenson.  After thirty years as a journalist she turned to writing books about parenting and major transitions in life, such as the empty nest and retirement. They are subjects close to her heart as well as her own stage in life.  Her new book is Grand Expectations: The Joys and Dilemmas of Being a Grandparent.  She's also written All Grown Up: Nurturing relationships with adult children,  Not Fade Away: How to thrive in retirement, The Empty Nest: Your changing family, your new direction  and Conversations with Mothers and Daughters. Celia has two adult sons and a daughter, and six grandchildren. ______________________ For More on Celia Dodd Grand Expectations: The Joys and Dilemmas of Being a Grandparent Celia Dodd’s first visit with us: All Grown Up (on relationships with adult children, and thriving in retirement) _______________________ Retirement Podcast Conversations You’ll Also Love The Grandparenting Blueprint – Linda & Richard Eyre (Part One) The Mindful Grandparent – Dr. Shirley Showalter’ Grandparents' Day – Kerry Byrne & Ted Page ________________________ Wise Quotes On Grandparenting & Purpose “Grandparenting has been life-enhancing in so many different ways. It's brought me a new purpose.” On Being a Grandparent & Being Yourself “It's about being your own version of a grandparent.” On Relationships with Adult Children “There’s a fine line is between being supportive and interfering…Don't give advice unless they ask for it.” __________________________ 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 2 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.    

Goldman Sachs has advised on more than $1 trillion of mergers and acquisitions in record time, highlighting the return of blockbuster dealmaking. We explain what's driving the surge in investment banking activity, why AI is fuelling both M&A and IPOs, and what it means for markets.We also break down the growing crisis at Thames Water, why nationalisation is back on the table, and how years of private equity ownership led to one of the UK's biggest corporate challenges. Finally, we analyse Snap's dramatic decline from a $130 billion company to under $10 billion, why its founder-led governance matters, and whether its bet on augmented reality glasses can ever pay off.(00:00) Coming Up(02:32) Goldman Sachs Hits $1 Trillion(06:08) M&A League Tables 1H26(09:08) IPO Markets Returns(17:29) What Next for M&A(19:11) Thames Water Explained(24:32) Special Administration Regime(32:27) Can Thames Water Be Saved?(36:54) Snap's $120B Collapse(40:07) The Founder Control Problem(45:24) Does ESG Still Matter?

In today's Tech3 from Moneycontrol, platform companies including Swiggy, Zepto and Urban Company challenge Karnataka's Gig Workers Act in the High Court. We also unpack Persistent Systems' EUR 1.27 billion acquisition of Nagarro, Zerodha's move into investment banking, the government's warning on the use of AI tools in official work, and how Prosus' India business grew in FY26 with PayU turning EBITDA positive.

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half. Join me for a free 60-minute FREE small group workshop on how to apply Stanford’s BJ Fogg’s 3-step habits process to three things you’d like to start in the second half of 2026. July 1st | 12:00 Eastern | Zoom Sign up here _______________________ Let’s face it. We spend years preparing for a career and almost no time preparing for the decades that follow. In this episode, investor advocate Pam Krueger, founder and CEO of Wealthramp and creator of PBS's MoneyTrack, rejoins us to reframe what retirement readiness really means. The conversation moves from the money (why diversification is a verb; why the sequence of your returns matter; and why the saving habit that built your wealth has to be unlearned to spend it) to the life side of the equation (the “dimmer switch” alternative to the on/off switch of a traditional retirement,  and the conversation couples should not skip). The big idea Pam shared today is optionality: instead of planning toward a single date or a magic number to hit, build a plan that's resilient enough to flex as life changes, because it will. It's a practical, candid look at designing the kind of next chapter you’ll love to get to live. _______________________ Bio Pam Krueger is an investor advocate, personal finance journalist, and author with over 25 years of industry experience. She's the founder and CEO of Wealthramp, a fee-only financial advisor referral service built on a foundation of trust, transparency, and consumer protection. Since 2019, Wealthramp has connected nearly 30,000 people to right-fit advisors and coaches. Pam is also the creator and co-host of the award-winning MoneyTrack series on PBS and the Friends Talk Money podcast. She's a two-time Gracie Award winner and earned the NAPFA Special Achievement Award for championing fiduciary financial advice. Her work is widely respected for its transparency and focus on helping people achieve financial confidence. _________________________ For More on Pam Krueger  Wealthramp Pam’s first visit with us is here (She describes her approach to vetting financial advisors in the second half of the conversation) ________________________ Other Retirement Podcast Conversations You’ll Love What If Retirement Is the Wrong Goal? – John Coleman Design a Phased Retirement – Anna Rappaport The Second Curve of Life – Arthur C. Brooks _______________________ Retiring Soon? Do Your Due Dilligence: Best Books for Retirement _______________________ Wise Quotes On a Balanced Aproach to Retirement Planning “Financial plans are going to fail when life plans were never discussed.” On a Gradual Shift to Retirement “Retirement planning can be put on a dimmer switch. That's why we have dimmer switches. When you let go of that on-off switch, you're letting go of so much more than the grueling workday…If optionality is your goal, you're going to be in a heck of a better position.” On Shifting from Saving to Spending “The very habit that helped you build wealth suddenly changes to a whole new strategy.” ______________________ 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. 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 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ The views and opinions expressed by guests on The Retirement Wisdom Podcast are solely those of the guests and do not reflect the opinion of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast primarily covers the non-financial aspects of retirement. From time to time we may invite guests who discuss other aspects of retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial and/or medical professionals on those matters.________________________

Send us Fan MailAfter the largest IPO in history (SpaceX, ticker SPCX, priced at $135), only about 5% of the company — roughly $83 billion — is actually free to trade. Insiders are locked up, the banks that underwrote the deal can't lend shares to short sellers, and index funds are being forced to buy as SpaceX joins the Nasdaq-100 and the Russel. In this episode of The Wall Street Skinny, Jen and Kristen, both former Morgan Stanley investment bankers, break down how the IPO was engineered — and the question every SpaceX investor should be asking: what happens when all that locked-up stock can finally sell?First, we cover what is normal in an IPO so you can see what isn't. We cover price talk vs. the $135 take-it-or-leave-it pricing, the green shoe, perpetual futures, and the fast-track Nasdaq-100 inclusion pulling in billions of passive buying. We lay out the risks, meaning the the wall of supply coming. Unlike the standard 180-day lockup, SpaceX is staggering its release: the first ~$240-500+ billion of stock unlocks after the first earnings report around September, with more tranches every few weeks after that — over $1 trillion freely tradeable by December, on the way to a ~$2 trillion overhang once Elon Musk's one-year lockup rolls off.  But we also lay out why the passive buying actually helps dampen that supply PLUS why many institutional investors are NOT bearish on the stock despite the insane valuation.If you want to learn MORE from us, check out our Investment Banking & Private Equity Fundamentals course where we go deep into accounting, Excel and Financial modeling, valuation (DCF, comps etc.), M&A analysis and LBO analysis. https://thewallstreetskinny.com/investment-banking-private-equity-fundamentals/If you're just here to have fun, subscribe for more high finance explained through the lens of pop culture, markets, and your favorite shows.Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Retirement. You could wing it. Why not design it? Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21st. Learn more here. _______________________ In our last conversation, Dan Pontefract gave us a demographic wake-up call. The future of work is aging, and longer lives will require new thinking about careers, retirement, and contribution. Today, Scott Siff brings that to the practical level: how do we create better pathways for people who want to keep contributing, but not necessarily in the same way? And what are employers missing when they overlook experienced talent? His story begins with his father's frustrating search for a new job in his 70s, and builds into a larger conversation about age bias, unretirement, labor shortages, and the need to redesign work for longer lives. __________________________ Bio Scott Siff is the founder and CEO of Pivoters, a job-matching platform focused on helping people 55+ connect with employers seeking experienced talent. His story begins with his father's frustrating search for a new job in his 70s, and builds into a larger conversation about age bias, unretirement, labor shortages, and the need to redesign work for longer lives. Siff is also a founder and Managing Partner at Quadrant Strategies, a Washington, D.C.-based strategy research and communications firm. His background includes advising senior leaders, Fortune 50 companies, and high-profile political figures on public affairs, brand, reputation, crisis, competitive positioning, and strategic communications. Earlier in his career, Siff served as CEO of BAV Consulting, Vice Chair of the global research firm PSB, and worked at the U.S. Department of Justice as a prosecutor and later as counsel in the Environment Division. He earned a B.A. from Harvard University, Phi Beta Kappa, and a J.D. from Harvard Law School, where he was an editor of the Harvard Law Review. Scott Siff joins us from Washington, DC. _______________________ For More on Scott Siff  Pivoters _______________________ Other Retirement Podcast Conversations You May Like The Portfolio Life – Christina Wallace The Unretirement Life – Richard Eisenberg Working Identity – Herminia Ibarra _________________________ Best Books on Retirement Our reccomendations and summaries are here _________________________ Mentioned in This Episode The Future of Work is Grey – Dan Pontefract _________________________ 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. 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 2 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 Rethinking Work“At 55, you may well have 30 years of work life left, but you probably have 25 really good years, which is the same length of career as from the ages 25 to 50.”On What Employers Are Missing “There's a pool of 40 million unused workers ready to go, better workers, and they're sitting there on the sidelines, begging to get in the game.”On Reframing Aging “A 65-year-old today is like a 45-year-old 20 years ago. And I'm not saying that theoretically, that's what the science is finding.” __________________________  

Human trafficking isn't a distant problem. It's happening in your community, in your schools, and even in financial systems. In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with two women doing the hard, daily work of stopping it before it starts. Stephanie Olson is the CEO and Founder of The Set Me Free Project, an Omaha-based nonprofit whose mission is to stop human trafficking before it starts through prevention education for every age, kindergarten through adult. Joining her is Mollie Champion, BSA Fraud Coordinator at Centris Federal Credit Union and a trained volunteer presenter with The Set Me Free Project, who breaks down how human trafficking intersects with financial crime, money laundering, and the red flags that credit unions and banks are trained to watch for. If you're a parent, an educator, a financial professional, or just someone who wants to know what to actually look for, this episode is for you. Learn more about Centris at centrisfcu.org and about The Set Me Free Project at setmefreeproject.net. – 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. 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 the Hurrdat Media YouTube channel!

Take charge of your future. Our next group proram starts in September and is limited to 10 people. The Very Early Registration discount (45%) ends on June 21. Learn more here. — Dan Pontefract spent two decades building leadership, culture, and engagement inside high-tech and telecom organizations, and never once thought seriously about age. Then, in his early fifties, he had a wake-up call. It sent him to look under a rock he'd never lifted, where he found “an absolute cavern of issues.” The result is his sixth book, The Future is Grey: The Untapped Value of Age in the Workforce. Dan lays out the coming “bell to bulb” demographic inversion and the risks for organizations ignoring it. For individuals, he reframes the whole arc of a working life, from the language of generations (which he rejects as an ageist cognitive bias) to three universal career eras: Rivers, Rocks, and Rubies. That demographic inversion means experience will become more scarce and valuable. The through-line is don’t retire,  rewire instead. He shares stories of people who kept working or returned to work in a different way, which brings his concept of the “experience dividend” to life. ________________________ Bio Dan Pontefract is a renowned leadership and culture strategist, author, and keynote speaker with over two decades of experience in senior executive roles at companies such as SAP, TELUS, and Business Objects. Since then, he has worked with organizations globally, including Salesforce, Amgen, State of Tennessee, Nestlé, Canada Post, Autodesk, BMO, Government of Canada, Manulife, Nutrien, UBC, McGill University, Virgin Media O2, City of Toronto, among others. Dan has firsthand experience in turning leaders and corporate cultures into a competitive advantage. In addition to The Future of Work Is Grey, Dan has written five other books: WORK-LIFE BLOOM, LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT, and FLAT ARMY garnering multiple awards including the Thinkers50 Top New Management Book and the Axiom Business Book Awards Gold Medal. Dan has also written for Forbes, Harvard Business Review, Leader to Leader, The Globe and Mail, Inc., among other outlets. Dan is a renowned keynote speaker who has presented at four TED events and delivered over 600 keynotes. He is an adjunct professor at the University of Victoria and has received over 25 personal awards. Dan’s career is interwoven with corporate and academic experience, coupled with an MBA, B.Ed, and multiple distinctions. Notably, Dan is listed on the Thinkers50 Radar, HR Weekly’s 100 Most Influential People in HR, PeopleHum’s Top 200 Thought Leaders to Follow, and Inc. Magazine’s Top 100 Leadership Speakers. ___________________________ The Future is Grey: The Untapped Value of Age in the Workforce Website ___________________________ Other Retirement Podcast Conversations You’ll Love The Second Curve of Life – Arthur C. Brooks Design a Phased Retirement – Anna Rappaport Rewirement – Helen Dennis ___________________________ Wise Quotes On Wisdom “Wisdom is to the experience dividend what oxygen is to fire.” On Retiring Retirement “Instead of using the word retire, I very much encourage people to use the word rewire.” On Demographic Shifts “We're shifting from a bell-shaped society to a bulb-shaped society, and it's going to change the talent makeup of your organization very, very soon.” ___________________________ 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 2 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.

Artificial intelligence is rapidly changing investment banking, but what does that actually mean for M&A professionals and students looking to break into the industry?In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett explore how AI is being used across mergers and acquisitions, from deal sourcing and due diligence to financial modelling and research. They discuss the rise of specialist finance AI tools such as Rogo, why private equity firms are embracing AI, the risks around automation, and whether junior investment banking roles could look very different in the years ahead.Most importantly, they examine the skills that will become more valuable as AI reshapes finance careers, including communication, judgment, adaptability and relationship building.If you're interested in investment banking, private equity, AI in finance, or the future of financial services careers, this episode is for you.(00:00) How AI Is Changing M&A(01:49) What M&A Bankers Actually Do(04:49) Private Equity AI Integration(06:54) AI Adoption Across Finance(13:16) Where AI Adds The Most Value(19:13) Beyond Financial Modelling(26:38) Who Is Using AI Most?(28:50) Rogo, Claude & AI Tools(36:14) The Risks Of AI(38:52) The Future Of Investment Banking(42:40) Skills AI Can't Replace(49:03) Final Thoughts On AI & Careers

Send us Fan MailMindy Kaling's new sitcom "Not Suitable for Work" just dropped, and we have thoughts. We are two Wall Street veterans breaking down everything the show gets right — and wrong — about what it actually looks like to show up as a first-year analyst at a bulge bracket investment bank, navigate office politics (and romance!), and try to build a life in New York City on a salary that sounds impressive until you see the rent.But this episode goes way beyond the finance. We're digging into the bigger questions the show raises: Is the Gen Z "lazy" narrative fair, or are young people today actually working harder than any generation before them for a fraction of the opportunity? What does the clash between generations reveal about the tension between hustle culture and the new workplace? And when a show in 2025 depicts five young people meeting, dating, and falling for each other entirely without apps, is that wish fulfillment or an active campaign for something we've lost?We're also getting into the male-female dynamics, the nepo baby problem, the intergenerational clash between millennials and Gen Z, and what it means that the most cutthroat character in the entire friend group is a woman. Plus — what does it say that the show's most pointed commentary on AI lands not in the banking storyline, but through a struggling med-student-turned-actor being asked to dig the grave of his own profession?We LOVE reviewing books, movies, tv shows, and everything in pop culture from a finance aspect --- send us your ideas for what you want us to review next!Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Send us Fan MailWhile everyone's been fixated on the SpaceX IPO, Google quietly pulled off the largest equity offering in history—roughly $85 billion—and basically front-ran the entire market to do it. In this episode of The Skinny on Wall Street, Kristen and Jen break down why a cash-printing machine like Alphabet would raise money at all, and why they did it in the most fascinating way possible: a Berkshire Hathaway private placement at a discount, a common stock offering across Google's quirky three share classes, a $40 billion at-the-market program, and the structure that confuses almost everyone—the mandatory convertible.If you've ever nodded along to "convertible debt" but secretly wondered what the hell stock that converts into stock actually is, this one's for you. Kristen (the First Lady of Valuation herself) walks through exactly how a mandatory convert works—why the number of shares you receive is a moving target tied to the share price, how the conversion math plays out from zero to a 25% premium and beyond, and why Google layered on a capped call to claw back even more upside. Along the way, they get into book-runner drama, IPO fee structures, why Tesla loved these trades, and what it really signals when sophisticated issuers are dumping rich equity, rich volatility, and rich call skew onto a market full of bullish retail buyers.The bigger picture? This is the AI build-out narrative wearing a new outfit. With 100% CapEx deductibility on the table and a talent war driving nine-figure pay packages, the smart money is raising as much as it can, as fast as it can—and using the hype to do it on favorable terms. Tune in for a clear, no-jargon breakdown of one of the most interesting capital markets moves of the year. Want to go deeper? Check out our Investment Banking & Private Equity Fundamentals course taught by Kristen Kelley—20 years of Wall Street knowledge, yours for two years.Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Stephen Grootes speaks to Thanda Sithole, FNB & WesBank Senior Economist, about South Africa’s modest 0.5% GDP growth in the first quarter, unpacking the resilience in finance and agriculture, the drag from manufacturing and declining fixed investment, and what the mixed signals in consumer spending, exports, and inventories mean for the country’s economic outlook. In other interviews, Luyanda Njilo, Senior Equity research analyst for healthcare at Nedbank Corporate and Investment Banking talks about a growing challenge facing South Africa’s medical aid industry: the decline in younger members. Medical schemes rely on younger, healthier members to help subsidise the healthcare costs of older beneficiaries, but that balance is increasingly under strain as fewer young adults join or remain on medical aid. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you've been told about retirement is quietly working against you? John Coleman has spent his career around money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good Money: Six Steps to Building a Financial Life with Purpose, he rethinks personal finance around human flourishing, and one of his steps reframes retirement itself: save for freedom, not retirement. We explore why the conventional retirement script, a withdrawl into pure leisure, carries real costs to meaning, community, and health; how continued, self-directed work changes both the math and the meaning of your plan; why your worth is never your net worth; and how to design your next chapter deliberately. It's a conversation that bridges the financial and non-financial sides of retirement, looks at retirement and purpose, and gives you a fresh way to think about what comes next. John Coleman joins us from Atlanta. ________________________ Bio John Coleman is the author of Good Money: Six Steps to Building a Financial Life with Purpose and The HBR Guide to Crafting Your Purpose. He is Co-CEO of Sovereign's Capital. He has prior professional experience at McKinsey Company, Invesco, and Bridgewater Associates, among others. He's active in his community, with current or prior experience on the boards of Teneo, the Heritage Foundation, Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He's been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend's and the Atlanta Business Chronicle's “40 Under 40.” A frequent contributor to Harvard Business Review, John and his work has been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times among other publications. He's previously published Passion & Purpose and How to Argue Like Jesus. John is an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean's Award Winner for leadership and service. And he's an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow. John lives in Atlanta with his wife Jackie, their four young children. _______________________ For More on John Coleman Good Money: Six Steps to Building a Financial Life with Purpose _______________________ Retirement Podcast Conversations You’ll Also Love How to Flourish…in Retirement – Daniel Coyle Mattering…in Retirement – Jennifer Breheny Wallace The Good Life – Marc Schulz, PhD How to Live a Meaningful Life – Dave Evans ______________________ Wise Quotes On Retirement “In general, I'm opposed to the idea of retirement…People are made for meaning, they're made to deploy their talents in productive ways…The frame I encourage people to take is that they're saving, not so that they have enough that they can withdraw from the world, but saving so that they have the buffer to engage the world in the way that they want to at the pace that they want to.” On Money “Breaking the hold that money has on us, making sure it's a tool, not a totem, is one of the very first mindsets that people need to adopt…Money isn't intrinsically good. Money is good only in so much as you use it for things that build flourishing in your lives and the lives of others.”  On Identity “Too often we fall into making our identity the things that are easiest to measure rather than things that are most important.” On Purpose “I believe purpose is a thing that's built, not found. It's crafted, it's not found.” __________________________ 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 2 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.  

A retirement is a terrible thing to waste. Don’t just retire. Design your new phase of life – with intention. Our next groups start in September. The very early registration discount ends June 21st. Learn more. ________________________ Retirement rarely unfolds exactly as planned. For Jerry Goodstein, retirement began with a clear sense of direction and a meaningful endeavor. But unexpected challenges, a deeply emotional experience helping his daughter move across the country, and an encounter with the world of ADHD coaching changed everything. In this conversation, Jerry shares how his retirement story became less about executing a blueprint and more about learning how to “turn into the swerve”  by staying open to reinvention, purpose, lifelong learning, and becoming someone new later in life. This is a thoughtful conversation about identity, letting go, service, and the surprising ways purpose can evolve, over time and in ways you may not expect, after retirement. In This Conversation, You'll Learn Why God laughs at your retirement plans How unexpected “swerves” can open new directions in life The opportunities to repurpose your skills in retirement Why letting go of identity is often difficult for high achievers How lifelong learning can reignite energy, curiosity and engagement What coaching taught Jerry about listening and presence Why service became more important than living a life of leisure ___________________________ Bio Jerry Goodstein is Professor Emeritus, Carson College of Business, Department of Management, Information Systems, and Entrepreneurship at Washington State University. Dr. Goodstein received his Ph.D. in Business Administration from the University of California, Berkeley, and his MBA and BA in Economics and Geography from the University of California, Los Angeles. He conducted research and taught business ethics, leadership, and strategy at the undergraduate and graduate levels for over three decades at Washington State University and the University of Illinois. His research on restorative justice in organizations, corporate and stakeholder responsibility, and second chance hiring has been published in leading management and business ethics journals. He is co-editor, along with Dr. Mary Gentile, of Giving Voice to Values: An Innovation and Impact Agenda, published in 2021. After retiring from Washington State University in May 2020, Dr. Goodstein continued work he had begun in 2019 to bring together businesses, criminal justice partners, and community-based organizations to develop employment-based opportunities for formerly incarcerated men and women. In January 2023 Dr. Goodstein made a major retirement/life shift to become a Certified ADHD Life Coach. He founded Where You Are ADHD after completing his ADHD life coaching program in December 2023. Since then, he has been coaching youth (teens and tweens) with ADHD. Dr. Goodstein partners with public and community-based organizations, especially those working with at-risk youth, to support both youth and their families in meeting the ADHD-related challenges they are facing in their lives. __________________________ For More onn Jerry Goodstein Where You Are ADHD _________________________ Retirement Podcast Conversations You’ll Also Love The Inspired Retirement – Nathalie Martin The Best Day of My Life So Far – Benita Cooper Changing the World One Small Act at a Time – Brad Aronson ________________________ Wise Quotes On Being Open to Reality “There are just some unanticipated swerves that come up…Turn into the swerve…Don't turn against it.” On Becoming a Beginner Again “It absolutely feels like a new beginning for me….“It's never too late to learn. It's never too late to evolve.” On Purpose “I don't think of myself as retired anymore….I've repurposed my purpose.” _______________________ 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 2 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.  

Most of us think of questions as something we ask other people. Dr. Marilee Adams has spent years showing the opposite: the most consequential questions we ask are the ones we ask ourselves. Adams, founder of the Inquiry Institute and author of the half-million-copy bestseller Change Your Questions, Change Your Life, (a new 5th edition has just been published) joins us to make us smarter about our internal questioning. She introduces us to two mindsets that live inside all of us  — Judger and Learner — and the Choice Map™ that helps you notice which one is driving the bus. The conversation takes her work directly into the world of retirement, where Judger questions (What do I regret?, What do I resent?) can quietly shape our moods, relationships, and the texture of later life. But Learner questions (What would be meaningful next?, What does my heart want me to do?, What can I contribute?) open up possibilities for a different future. Along the way, Adams explains the physiology underpinning the two mindsets, and a single powerful question: Who do I choose to be in this moment? that she returns to again and again. She also introduces us to the five-to-seven-second “Stop, Breathe, Be” practice that can shift your nervous system anytime (from The 5 Resets: Rewire Your Brain and Body for Less Stress and More Resilience by Aditi Nerurkar, MD). If you’re thinking about designing the non-financial side of your next chapter, or looking to enhance your life in retirement, this is an episode worth re-listening to with a notebook in hand. _________________________ For More on Marilee Adams, PhD Change Your Questions, Change Your Life, 5th Edition Take the Survey & Download The Choice Map™ The Inquiry Institute __________________________ Bio  Dr. Marilee Adams is an award-winning author, executive coach, and leadership consultant whose work has shaped how leaders think, communicate, and make decisions for more than four decades. She is Founder and CEO of the Inquiry Institute, a leadership development and organizational consulting firm dedicated to building inquiry-based cultures that accelerate results and deepen engagement. Its executive coaching, training, keynotes, and eLearning programs — all grounded in Question Thinking™ — are used by Fortune 500 companies, government agencies, healthcare systems, and universities worldwide. Her book Change Your Questions, Change Your Life has sold more than half a million copies worldwide and been translated into 26 languages. Now in its 5th edition, it remains one of the most enduring frameworks for mindset shift, leadership development, and human performance — and its newest edition addresses one of the defining challenges of our moment: how to lead and think with wisdom, curiosity, and connection in an age of artificial intelligence. At the heart of Dr. Adams’ work is a deceptively simple insight: the questions we ask — of ourselves and others — shape everything. They determine the quality of our thinking, our relationships, our decisions, and our cultures. In a world increasingly mediated by technology, the human capacity for inquiry is not just a leadership skill. It’s a competitive advantage — and an essential one. Dr. Adams has coached senior leaders and advised organizations internationally and is a recognized pioneer in inquiry-based coaching and organizational transformation. She speaks and teaches worldwide, helping leaders use Question Thinking™ everywhere it matters most. __________________________ Wise Quotes On the Two Mindsets “We’re always asking ourselves questions that affect our moods, that help with our decisions, and also make a difference in whether we have a positive quality mindset or the opposite. All of us human beings have two mindsets. We always will have them — which means they are normal…The more we accept our Judger, the more acceptance and forgiveness and empathy come online. That helps you open your heart to yourself and to others.” On Questions  “Typical Judger questions in later life are: How can I just fill up my time? What would keep me from being bored? What do I regret or resent about the past? Learner questions sound different: What would be meaningful and satisfying for me going forward? What does my heart want me to do next? What can I contribute? What would be fulfilling? People who are more in Learner mindset literally live longer and have better quality lives. People who are past-oriented, regretful, resentful, live not as long and not as fulfilling. On Retirement “When you think about retirement, what’s exciting is to be open to the future and not get stuck in the past. Now you’re talking about creating a future that is intentional, and fulfilling, and healing.” _________________________ Retirement Podcast Conversations You’ll Also Love The Second Fifty – Debra Whitman Thinking Better to Live Better – Dr. Woo-kyoung Ahn The Mindful Body – Ellen Langer ________________________ 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 2 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.    

Started late and still broke into Investment Banking. In this video, Liam shares how he caught up, navigated recruiting, and landed a real Investment Banking offer at Truist. If you feel behind in finance recruiting or internships, this story shows what it actually takes to break into Wall Street. Chapters 0:00 - Intro 1:21 - Unclear Direction 2:09 - Turning Point 3:16 - Late Start 3:58 - Catching Up 4:41 - Application Results 4:56 - Doubt Phase 6:08 - Interview Process 7:16 - Post Interview Thoughts 10:27 - The Offer 10:53 - Advice 11:29 - Handling Pressure -----------------------------------------------------------------------------------------------------