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7 episodes with investment consultant
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2 episodes with investment consultant
2 episodes with investment consultant
2 episodes with investment consultant
2 episodes with investment consultant
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/ Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation. In this episode Chris and Laurence Discuss: 1. Career Journey from JP Morgan to Fidelity and Simplify 2. Transition from Mutual Funds to ETFs 3. Innovative Financial Products at Simplify Asset Management 4. Potential Impact of Blockchain on Future Financial Products Connect With Laurence: LinkedIn: https://www.linkedin.com/in/laurencekim/ Website: https://www.simplify.us/ Follow us to maximize your marketing, close more clients, and amplify your AUM: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
In this episode, our host Amy Sutherland is joined by André Ranchin, an Investment Consultant at Hymans Robertson, and Will Oulton, from Oulton ESG, for a discussion on marine biodiversity. During the podcast, our experts:Take a deeper dive into all things marine biodiversityThe blue economyWhat it might mean for investorsHymans Robertson disclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.
Episode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will's experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative investment strategies. Tony and Will discuss their respective market outlooks, along with things to consider when allocating to alternatives. Located in Mercer's Atlanta office, Will Dillard, Senior Principal, Investment Consultant, is focused on working with Private Wealth firms as well as institutional clients. Will serves as the Senior Strategist within Mercer's Wealth Management segment. In this role, Will is a resource for clients and consultants when constructing portfolios and ensures that Mercer is addressing client specific needs. Additionally, Will works closely with Mercer's asset allocation team constructing and maintaining reference portfolios. Will is also an active member of the Wealth Management Strategic Research Team. Will holds a Bachelor of Science degree with a concentration in Finance and Economics from the University of North Carolina at Wilmington. Will also holds the CFA and CAIA designations. William Dillard, CFA, CAIA | LinkedIn Mercer | Welcome to brighter Building better portfolios with alternative investments: a goals-based framework Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn
CONSUMER INSIGHTS Topic: How to avoid your retirement being affected by high fees Guest: Brett Mackay, Investment Consultant
On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and the formation of Losh Wealth Management as Anthony Losh moves to Raymond James. Institutional coverage includes the Teachers Retirement System of Illinois committing $570 million across multiple asset classes, and detailed RFP announcements from the Pembroke Pines Fire and Police Officers' Pension Fund and Bristol County Retirement System seeking management for substantial investments in equity and real estate. The episode wraps with the Virginia Retirement System's strategic allocations totaling $1.3 billion across alternatives.
Adam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for everyone involved -- Investors, Asset Managers that Sponsor, and event organizers themselves. https://adamdschwab.com/articles/conferences
In this episode of Hymans Robertson On... our host, Amy Sutherland, presents the latest episode in our investment series, and is joined by Andre Ranchin, Investment Consultant at Hymans Robertson and Ann Meoni, Senior Sustainability Analyst at Abrdn.In the advent of the Task Force on Climate-related Financial Disclosures (TCFD), you may have heard of the upcoming Task Force on Nature-related Financial Disclosures (TNFD). Whilst there's some expectation that investors may start disclosing in line with TNFD in the future, the time for action is now. During this episode, we discuss biodiversity and natural capital, and identify some of the steps asset owners may wish to take to integrate nature and biodiversity considerations into investment strategy and journey plans.Hymans Robertson DisclaimerThis podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as of 28 November 2023. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guest's views are separate to that of Hymans Robertson.The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.
48 hours in Nashville. Mega-Caps puke up some of the recent gains - then try for a little run. Potential for reflation – watch for that word… Not seeing and significant drop in CPI. Our Guest today is Lou Basanese – President of Public Ventures, LLC. Lou is a well-known thought leader and advocate for young technology companies with promising intellectual property. He brings decades of experience as a public venture investor and independent analyst, as well as a marketing, communications and investor and public relations professional. As President, Chief Market Strategist at Public Ventures, Lou focuses on leveraging the firm's unique and proven process to elevate new technology companies into market leaders to establish public venture as a vital asset class to a much wider community of investors. Prior to joining Public Ventures, Lou served as Founder and Chief Analyst for Disruptive Tech Research, an independent equity research and advisory firm, focusing exclusively on disruptive technology companies. He also co-founded one of the web's largest financial publishers with a daily circulation to more than 700,000 investors and served as Investment Consultant for an institutional investment consulting practice with over $2 billion in assets at Morgan Stanley. Lou regularly shares his insights on national media outlets such as FOX Business, CNBC and Yahoo! Finance. He received a B.A. from the University of Florida and an MBA from the Crummer Graduate School of Business at Rollins College. He currently serves on the board of directors of Endra Life Sciences (NDRA) and The Roberto Clemente Health Clinic. Follow @LouBasenese Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (GOOG), (AMZN)
Ana Brenes, Relocation and Investment Consultant for Costa Rica Investments, chats to us about the most frequently asked questions she gets for clients when looking to move to Costa Rica, plus her advice on having an easy landing when living here in Costa Rica.Contact us: info@investingcostarica.comGuest today:Anna Brenes: ana@investingcostarica.com
In this episode of In Conversation with, host Lois Vallely talks to Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting and Research. Jake talks about his journey into financial services, and what he sees as some of the biggest challenges for financial advisers currently. He also talks about the rising importance of sustainability and responsible investing, and how he thinks financial advisers are responding to the imminent implementation deadline for the Consumer Duty.
Welcome back to Don't Retire… Graduate! Today's guest has used Airbnb to reach financial freedom early and is teaching others how to do the same. Zeona McIntyre is an author, realtor, investment consultant, and speaker who has been helping people house hack and build their portfolios of short and medium-term rentals for several years. She sat down with Eric to talk about how she has reached her financial goals, the lessons she has learned through experience, and how she has shaped her career to allow for her ideal lifestyle. Listen to the conversation and then reach out to Zeona and tell her what it is that would make you happy. In this episode we'll talk about: • How Zeona started with AirBNB when $50,000 in debt • Things that can go wrong when managing rental properties • Why you should install cameras in your rental properties (and what happened before Zeona learned that lesson) • The FIRE movement and how she got involved • Suze Orman and the traditional, slow retirement ideology • How Zeona hit her retirement number within two years through real estate investing • Why real estate investing is not actually passive income • Protecting yourself from liability as a property manager • Zeona's succession plan • Acting despite fear Visit dontretiregraduate.com for a full transcript of this episode. About Zeona McIntyre: Zeona McIntyre is an Author, Realtor, Investment Consultant, and Speaker. She has been an Airbnb host since 2012, and she now uses her decade of experience to help her clients House Hack and build portfolios of short & medium-term rentals. She is an avid Real Estate Investor owning a double-digit portfolio of furnished rentals across five states. She is the co-author of the BiggerPockets book "30 Day Stay. A Real Estate Investor's Guide to Mastering the Medium-term Rental''. Instagram: @zeonamcintyre Facebook: zeona.mcintyre YouTube: @ZeonaMTR Website: https://www.zeonamcintyre.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Dinis Guarda citiesabc openbusinesscouncil Thought Leadership Interviews
Jean Lehmann is the current CEO & Founder of Cyber Capital HQ, and Cyber chain analytics. Jean is an author and thought leader that has been working at a strategic consulting and advisory firm in cybersecurity solutions and data intelligence services. He has accumulated over 20 years of experience as a financial advisor and management consultant, specialising in blockchain, AI, Digital Transformation and Cybersecurity.Jean Lehmann BiographyJean Lehmann holds a INSEAD/Wharton MBA, a DEA from HEC School of Management, an MSc from Eurecom/EPFL, and an Executive Certificate in Public Policy from Harvard Kennedy School. Since he graduated, Jean Lehmann started his career as a Investment Consultant at Benetti Finance and, throughout the years, he has taken different roles as an advisor and consultant in leading companies in the sector such as ABS Quantitative Analyst at Cambridge Place Investment Management, Senior ABS Analyst and Portfolio Manager at Norddeutsche Landesbank or Senior Management Consultant at global technology and management consultancy CAPCO.Jean has also served in the public sector between 2008 and 2010, serving as Municipal Government Investment and Financial Advisor in the Buzios Municipality, where he worked for the municipal Government of Buzios as an investment and financial advisor to the “Secretario do Governo”, the president of the commercial and entrepreneurial association.His latest endeavour is as founder and CEO of Cyber Capital HQ a strategic consulting and advisory firm in cybersecurity and data intelligence solutions with clients in the UK, EMEA, Africa, and LatAm. CCHQ has particular expertise in the financial services and oil and gas sectors and advises organisations in the cost-effective re-engineering of their processes to achieve maximum business performance and productivity.As a thought leader, he is a regular contributor, panellist, and moderator at renowned international Cyber Security conferences, an advisory board member in the Blockchain and Venture Capital sector, a guest lecturer at INSEEC Business School and a trusted advisor to Arie Capital Banking Group, the first specialised online digital corporate banking group, among others.About Dinis Guarda profile and Channelshttps://www.openbusinesscouncil.orghttps://www.intelligenthq.comhttps://www.hedgethink.com/https://www.citiesabc.com/https://openbusinesscouncil.org/wiki/dinis-guardaMore interviews and research videos on Dinis Guarda YouTube
In this episode we explore the relation between mindset and success. A growth mindset is essential for success. People with a growth mindset believe that their abilities and intelligence can be developed and improved with hard work, dedication, and effort. They are more likely to take risks, persist in the face of failure, and embrace challenges. People with a fixed mindset, on the other hand, believe that their talents and intelligence are fixed and cannot be changed. They are more likely to avoid risks and become discouraged in the face of failure. Having a growth mindset is essential for success, as it helps individuals to stay motivated, embrace challenges, and persevere despite obstacles Her background is in financial services; a Financial Adviser for 20 years, Principal Pension and Investment Consultant and part of the Leadership team for one of the biggest insurance brokers in the world. Despite career success & a great income and bonuses, my workload was increasing; I was time poor, burning out and missing time with my children. So Tessa educated herself & got to work creating an asset based income to redress the balance. She has built this business very part time around my career, but created a full time income equivalent, allowing me to "buy back my time" for the things I was passionate about & cut out the roles that were no longer serving me. She no longer simply trade my time for money by working an hour & getting paid an hour. Her life & that of my family has transformed & she is passionate about helping countless others do the same. She has helped professionals from a diverse range of backgrounds, from corporate, banking, fitness, retail, property and public sector. Instagram - https://www.instagram.com/tessahawes_bossyourlife/?igshid=YmMyMTA2M2Y%3D FREE for 30 days VIP Membership of the Boss Your Morning®️ App. Code: TESSA30 Mindset App Boss your Morning - https://tr.ee/2z0aWjcMlD Mindset for kids - https://tr.ee/0BhBAGvGyU Money work smarter not harder - https://tr.ee/hdG6f0M7PO
Did you know that of the 333.34 million companies in the world (Statista, 2021), no two businesses are exactly the same? Like every human's DNA is different, so every business's story varies. How these stories are told vary from business to business, as well as from brand to brand. Of course, their effectiveness varies as well. These stories have much to do with the identity of the organisations that have lived them; telling the stories properly is vital for each business to thrive. The dynamics of business and entrepreneurship are fast changing in post-covid times and global economic instability is further worsened by the Russia Ukraine conflict and other factors. Entrepreneurs that will survive these trying times are the ones who have a vision for something that can be done differently, are curious, have a passion, have purpose and are driven to achieve set goals irrespective of the adversities they face. The entrepreneurial road is a lonely road and encouraging entrepreneurs at a very young age is crucial, mentoring them on getting comfortable with the uncomfortable, hiring and working with people who are like minded, being open, authentic and communicating effectively are all essential. In this episode of Thinking Reimagined ®️, Andy Oyegoke (Entrepreneur, Consultant and Communications Specialist, Founder, How Can We Help You?), Mavis Amankwah (Multi-award-winning serial social entrepreneur), Antonella Ragona (Strategic Marketer, Business Administrator & Creative Powerhouse. Founder, Marketing Nest), Kevin Conroy (Entrepreneur and Investment Consultant, Co-founder, Bature Brewery), Dr. Ama (Founder, Allied Empowerment®️ Live Abundantly!®️ & Thinking Reimagined®️, Chair, British Business Group, Nigeria and Global Ambassador, Savvitas-UK) and Nifemi Oguntoye (Moderator) take us through a masterclass in brand storytelling as they share tips and personal experiences that embolden the idea and ideals of the entrepreneurial spirit. --- Send in a voice message: https://podcasters.spotify.com/pod/show/thinking-reimagined/message
Real estate investing can be highly rewarding, but when starting out, it may be hard to navigate the twists and turns on the road to financial freedom. Today's guest Zeona McIntyre can help! Zeona McIntyre is an Author, Realtor, Investment Consultant, and Speaker. She has been an Airbnb host since 2012, and she now uses her decade of experience to help her clients House Hack and build portfolios of short & medium-term rentals. She is an avid Real Estate Investor owning a double-digit portfolio of furnished rentals across four states. In this episode, Zeona shares her story of going from $50K in debt to being financially free in two years. She shares how she got started, how she was able to navigate her biggest challenges and successes, and how they shaped who she is today. Zeona discusses the benefits and challenges of investing with friends and family, tips and tricks for beginner investors, and what she would have done differently if she could do it all again. HIGHLIGHTS FROM THE EPISODE 00:00 - Coming up 00:13 - Intro 00:52 - Welcome Zeona to the show 01:53 - She talks about her background 04:40 - What success means to her 06:00 - Zeona's book 07:50 - How she got her first property 10:50 - What she learned from difficult experiences 14:35 - Her experience of partnering with friends 18:30 - Being a realtor and investing across the country 21:13 - Her key to success in life 23:40 - Book recommendations 25:10 - Technology recommendations 26:38 - Contact Zeona LINKS FROM THE EPISODE - Book: 30 Day Stay - Zeona McIntyre & Sarah Weaver: https://www.amazon.com/30-Day-Stay-Investors-Mastering-Medium-Term/dp/1947200828?_encoding=UTF8&qid=1669066620&sr=8-1&linkCode=sl1&tag=undoor-20&linkId=b4ade144fc935020abdf45c6aec40683&language=en_US&ref_=as_li_ss_tl - Book: Will by Will Smith: https://www.amazon.com/Will-Random-House-Large-Print/dp/0593152301?_encoding=UTF8&qid=1669066737&sr=8-1&linkCode=sl1&tag=undoor-20&linkId=50fae49c6c46690fbaaab12c61f813e4&language=en_US&ref_=as_li_ss_tl - Automate your short-term rentals with Hospitable: https://hospitable.com/ - Our favorite deal analyzer - DealCheck (PROMO CODE: UNDOOR): https://dealcheck.io/?fp_ref=n8m28 CONNECT WITH THE GUEST - https://www.zeonamcintyre.com/ - IG: @zeonamcintyre - Her book: 30 Day Stay: https://www.amazon.com/30-Day-Stay-Investors-Mastering-Medium-Term/dp/1947200828?_encoding=UTF8&qid=1669066620&sr=8-1&linkCode=sl1&tag=undoor-20&linkId=b4ade144fc935020abdf45c6aec40683&language=en_US&ref_=as_li_ss_tl CONNECT WITH THE HOST Nathan Murith - Husband, father, technologist, out-of-state real estate investor, founder of Undoor Properties, coach, podcast host. https://undoor.com/links --------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/
Did you know that of the 333.34 million companies in the world (Statista, 2021), no two businesses are exactly the same? Like every human's DNA is different, so every business's story varies. How these stories are told vary from business to business, as well as from brand to brand. Of course, their effectiveness varies as well. These stories have much to do with the identity of the organisations that have lived them; telling the stories properly is vital for each business to thrive. The dynamics of business and entrepreneurship are fast changing in post-covid times and global economic instability is further worsened by the Russia Ukraine conflict and other factors. Entrepreneurs that will survive these trying times are the ones who have a vision for something that can be done differently, are curious, have a passion, have purpose and are driven to achieve set goals irrespective of the adversities they face. The entrepreneurial road is a lonely road and encouraging entrepreneurs at a very young age is crucial, mentoring them on getting comfortable with the uncomfortable, hiring and working with people who are like minded, being open, authentic and communicating effectively are all essential. In this episode of Thinking Reimagined ®️, Andy Oyegoke (Entrepreneur, Consultant and Communications Specialist, Founder, How Can We Help You?), Mavis Amankwah (Multi-award-winning serial social entrepreneur), Antonella Ragona (Strategic Marketer, Business Administrator & Creative Powerhouse. Founder, Marketing Nest), Kevin Conroy (Entrepreneur and Investment Consultant, Co-founder, Bature Brewery), Dr. Ama (Founder, Allied Empowerment®️ Live Abundantly!®️ & Thinking Reimagined®️, Chair, British Business Group, Nigeria and Global Ambassador, Savvitas-UK) and Nifemi Oguntoye (Moderator) take us through a masterclass in brand storytelling as they share tips and personal experiences that embolden the idea and ideals of the entrepreneurial spirit. --- Send in a voice message: https://anchor.fm/thinking-reimagined/message
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
In this episode, we talk with Nick Jones, a structured Investment Consultant with Raymond James. Nick goes over how the calendar is put together for structured investments and how the process goes for putting together custom structured investments. Nick goes over how the volatility in the markets along with interest rate increases have fueled structured investment yields. Nick also goes over what advisors should do to educate themselves in the space. Hope you enjoy it! Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast. I'm always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
A rider speaks about his journey as a young black owner of an investment company and explains the day to day hurdles that he overcomes. #TaxiChronicles #London #UberDriver #BoltDriver #lyft #TBCConsultants #InvestingInPeople #Investing #AssetsManagement @tbc.consultants Comments Info@Taxi-chronicles.com www.AfricaInvestorStories.com www.Taxi-Chronicles.com https://www.facebook.com/Taxi-chronicles-104420284680113/ https://www.instagram.com/taxi_chronicles_uk/ --- Send in a voice message: https://anchor.fm/taxi-chronicles/message
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This week on the KORE Women podcast, Dr. Summer Watson welcomes Stella Guinto, who is a Real Estate Broker and Investment Consultant, who moved from the Philippines in 1984 with her mom and siblings. She abandoned her inheritance and potential for independent wealth to rise up from the conditioning that a woman only has so much worth and value to landing in Los Angeles with her mom to find herself in a very tough neighborhood, which was a different lifestyle than she had been exposed to growing up. Her decision to leave her inheritance and father's control meant that she would first survive and then thrive. You can connect and follow Stella Guinto on LinkedIn, Facebook, Instagram and Twitter @stellabroker and at: www.stella.international Thank you for taking the time to listen to the KORE Women podcast and being a part of the KORE Women experience. You can listen to The KORE Women podcast on your favorite podcast directory - Pandora, iHeartRadio, Apple Podcast, Google Podcast, YouTube, Spotify, Stitcher, Podbean, JioSaavn, Amazon and at: www.KOREWomen.com/podcast. Please leave your comments and reviews about the podcast and check out KORE Women on Instagram, Twitter, and Facebook. You can also learn more about Dr. Summer Watson and KORE Women at: www.korewomen.com
One thing that we have been discussing a lot with our clients recently is, inflation. As we retire and we think we have so much money to live on and all of a sudden, our cost of living becomes higher and higher. What should we be doing to shore up our financial plan and our portfolio? What are some things that we should be thinking about? In today's show, we want to take time to better understand inflation. Our next guest is an Investment Consultant with our team, Guidance Point Advisors. In his 27 years in the financial services industry, he's provided capital market expertise to some of the world's largest money management institutions. Over the course of his career, he's transacted in multiple types of fixed income securities, and securitized US treasuries, agencies, corporates, and municipals. Prior to joining Guidance Point Advisors, he spent fifteen (15) years at Goldman Sachs, six (6) years as a director at Deutsche Bank, and six (6) years as a managing director at Nomura Securities. Please welcome our colleague, Chris Del Col to the Retirement Success in Maine Podcast! Chapters: Welcome, Chris Del Col! [2:19] What are the larger impacts that inflation will have on our lives and financial assets? [8:06] What are the pros and cons of inflation/deflation? [15:42] How does the supply of money impact inflation? [19:36] How has inflation been impacting stocks and bonds in 2022? [31:04] What's been the history of rising inflation impacting stocks and bonds? [39:34] How will Chris find his personal Retirement Success? [46:39] Ben and Curtis discuss the conversation. [48:42]
In this episode, Gabriel discusses market volatility and tech investments. Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master's at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
In this episode, Gabriel discusses retirement, investments, insurance, estate planning, and more. Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master's at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Gabriel Shahin (@FalconOfFinance) is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Website: www.followgabriel.com LinkedIn: https://www.linkedin.com/in/gabrielshahin/ Website: https://www.falconwealthplanning.com/ Website: https://moreknowledgemorewealth.com/ Instagram: https://www.instagram.com/gabriel.shahin/ Twitter: https://twitter.com/FalconOfFinance To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
In this episode, Gabriel discusses real estate and real estate investing. Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master's at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
Gabriel Shahin, CFP®, AIF® has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master's at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church.
Brendan is joined by Brenda Power, Journalist and Barrister, Declan Power, Security and Defense Analyst, Conor Lenihan, Business and Investment Consultant and former Minister of State for Overseas Development and Human Rights and Brianna Parkins, Journalist with Journal.ie
Gabriel Shahin, CFP®, AIF® About Gabriel - Gabriel Shahin has been serving individuals and families to meet their financial goals since 2003. Gabriel currently is a Principal at Falcon Wealth Planning, Inc. where he works directly with clients to help them realize their specific financial objectives. Prior to joining Falcon Wealth Planning, Gabriel served as an Investment Consultant for several years with TD Ameritrade specializing in asset guidance for high-net worth individuals. Gabriel has extensive experience in advanced tax planning, portfolio analysis and investment management. Prior to working with a fee-only advisory firm, Gabriel held his FINRA series 7 and 66 licenses. Gabriel received a Bachelors of Science degree in Business from the WP Carey School of Business at Arizona State University and Master's at University of Massachusetts. Gabriel enjoys being active in the community, serving on non-profit boards and volunteers as a Sunday School teacher for his local church. Gabriel and his wife Sophia have been happily married since 2012 and have a daughter and son named Angelina and Abraham. They enjoy their free time traveling when they can, as his wife is a Professor at Cal Poly Pomona has her Ph.D. in Pathology and Cancer Biology
Gabriel Shahin CFP®, MBA, AIF® Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Gabriel received his Bachelor's of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master's from the University of Massachusetts. He enjoys being active in his community, serving on nonprofit boards, and volunteers as a Sunday School teacher for his local church. Gabriel and his wife, Sophia, have been happily married for over 10 years and have three children, Angelica, Abraham, and Victoria. They enjoy their free time traveling when they can, as his wife is a Professor at Cal Poly Pomona with a Ph.D. in Pathology and Cancer Biology.
Gabriel Shahin CFP®, MBA, AIF® Founder & Principal Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Gabriel received his Bachelor's of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master's from the University of Massachusetts.
Listen to SBS Sinhala Radio's interview with Sam Manadeniya, International Business and Investment Consultant, to educate you on cryptocurrency as a leading Australian bank offers its customers the opportunity to make transactions through cryptocurrencies. - Cryptocurrency පිළිබඳ SBS සිංහල ගුවන් විදුලි සාකච්ඡාවට සවන් දීමට ඉහත ඡායාරූපය මත ඇති speaker සලකුණ මත click කරන්න
Divas, Diamonds, & Dollars - About Women, Lifestyle & Financial Savvy!
Already a successful Realtor and Financial Advisor, Tiffany Hollinger is the epitome of allyship and collaboration and has determined to leave no woman behind! Join us for this inspiring interview with Tiffany Hollinger who is an Entrepreneur, Real Estate Agent and Financial Advisor. She is the owner of Cleveland-area company Hollinger Financial, which means she is an Investment Consultant. But what you probably have not heard about is the Ohio Women's Coalition, that she chairs. Through her role in the Ohio Women's Coalition, Tiffany was instrumental in securing financing on a broader scale for women entrepreneurs. She has a Master of Business Administration, has been the Director of Senior Heart Walk and the White House Project. She has over 25 years of Financial Services experience ranging from Banker, Manager and Financial Advisor and incorporates her "Finance" hat when helping her clients buy, sell or invest in Real Estate. To find out more about Tiffany, click here. Lean in. Get inspired. Then get to work. Let massive action be your guidepost!
Ben and I talk about how our experience with the Michigan Football team has transferred to our current positions. We also touch on mental and physical health while discussing his recent accomplishment of running a marathon. Ben Wright is an Investment Consultant at Marquette Associates in Chicago and is pursuing CFA accreditation.
Introducing BT84 partners Dwight Howard, Larry Jackson, Todd Johnson, Dr. Joseph Stroud, and Marcus Turner Learn about BT84 and the services it provides Discuss the guests experiences in the military Discuss their beliefs regarding generational wealth Discover how they give back to their communities BT84 Commercial Capital and Business Solutions is a commercial brokerage lending company which can finance any individual or company up to $1 Billion for their business capital needs. https://bt84commercialcapital.com/ Dwight Howard Dwight started his mortgage career as a loan originator in 1997. After originating loans for several years, his first management opportunity came while working for RBC mortgage as a branch manager in 2002. From there he went on to become an Area Manager/VP for several top 10 lenders in the country. During the real estate boom he helped create Retail branches, Joint Ventures and MSA's with some of the top real estate companies here in Colorado. In 2013 Dwight opened his own mortgage company called Osie, Inc dba Affinity Mortgage Brokers. Dwight is a serial entrepreneur and owns or have owned several businesses in Colorado. https://affinitymortgagebrokers.com/ Larry Jackson Larry is the CEO of Veterans Support Services Inc. (VSSI), a Service-Disabled Veteran Owned Small Business. VSSI operates as a federal contracting firm that specializes in vending for the Veterans Administration Medical Centers and providing Information Technology support to federal agencies. Veterans Support Services Inc also provides staff augmentation in support of personnel needed to fulfill contract staffing requirements as well as medical supplies, surgical equipment, computers, and peripheral resources to all federal agencies. https://www.veteranssupportservicesinc.com/ Attorney Todd M. Johnson Former Assistant District Attorney, Former Public Defender and Retired Military Captain. Attorney Todd M. Johnson Injury Lawyer, from Monroe, Louisiana. Over the course of his professional career, he took a non-traditional route to become both an Engineer and Attorney, respectively. He has his own law firm and is part owner of a mental health rehabilitation clinic. https://www.toddmjohnson.com/ Dr. Joseph Stroud After retiring from the Air Force in 2006, Dr Stroud began working for Fidelity Investments as a stockbroker and currently holds a position as an Investment Consultant which includes helping clients with their investment strategy and overall retirement planning. Marcus Turner With expertise in Operations Management and leadership Marcus has ventured into social entrepreneurship. This is his way of “giving back” to the community. His new venture with Turner's Trumpets Inc. will allow him to take his knowledge, skills and abilities to the community. There is great need in the Dallas area for mentorship to youth and young adults. Brought to you by J.C. Cooley Foundation "Equipping the Youth of Today for the Challenges of Tomorrow". Support the show: http://www.cooleyfoundation.org/ See omnystudio.com/listener for privacy information.
• Introduction to Dr. Joseph Stroud • Discover why he joined the military and the lessons he learned • Learn about BT84 Commercial Capital and Business Solutions company • Understand why Financial Literacy and Generational Wealth is important Dr. Joseph Stroud was born and raised in Monroe, Louisiana and joined the United States Air Force after high school. During his 20-year military career, he was able to obtain a Bachelor's Degree in Accounting from the University of Maryland and an MBA from Trident University International. After the passing of the 911 GI Bill in 2009, he completed a PhD in Finance from Trident University International. After retiring from the Air Force in 2006, he began working for Fidelity Investments as a stockbroker and currently holds a position as an Investment Consultant which includes helping clients with their investment strategy and overall retirement planning. Dr. Stroud sat on the Board of Directors for the National Black MBA Association Dallas Chapter from January 2014 to January 2016. In May 2020, he and four of his high school classmates formed a company called the BT84 Group which focuses on acquiring businesses/franchises along with purchasing real estate properties. Recently, the firm launched BT84 Commercial Capital and Business Solutions which is a commercial brokerage lending company which can finance any individual or company up to $1 Billion for their business capital needs. Brought to you by J.C. Cooley Foundation "Equipping the Youth of Today for the Challenges of Tomorrow". Support the show: http://www.cooleyfoundation.org/ See omnystudio.com/listener for privacy information.
Be wary of spending your life on the acquisition of earthly treasures. HAPPY TUESDAY!! Let's get excited and tune into Episode 5 - Portraits of Christ Jesus Part 2: Our Investment Consultant.
In this episode, I had the great pleasure of having Meirav Harel join as my guest speaker. Chosen as 1 of 100 most inspirational women in Blockchain, and with 20+ years of experience in finance and technology, Meirav Harel is a recognized expert in FinTech, Blockchain, Digital Transformation, Disruption, Investment & Trading Interfaces. Specializing in Innovative Technologies, and their impact on the Future of Banking, Finance, Regulations, Macro Economics and Business, Meirav is COO at IQONIQ, and an Executive Advisor & Management services provider to International Regulators, Banks, Stock-Exchanges, and various Firms. She is the former Head of Strategic Innovation Technologies at BDO and Bancor's former Acting COO. As a certified international Mediator, Meirav is one of the only mediators who has been recommended by judges, to mediate in the fields of Blockchain, Digital Currencies and Financial Technology. For 7 years, Meirav was the Business Development Manager of "LeumiTrade," Bank Leumi's award winning Financial Trading website, which was chosen as one of the three Best Trading Websites in Europe. Chosen twice for "Women in Fintech Powerlist" by Innovative Finance UK, and Israel's Ambassador to EWPN, Meirav is a highly demanded international Keynote Speaker on topics such as the Future of Money, Finance, Fintech, Blockchain, Cryptocurrencies and Digital Disruption. In addition to a dual Masters degree in Business and Communications from the Hebrew University, Meirav is a certified Investment Consultant, and has a software programming background. She thrives in interdisciplinary challenges and enjoys building and growing business opportunities particularly in changing environments.
#JcRangel #MoeRockMoe Rock is an Award-Winning Producer, Entrepreneur, and Entertainment Consultant. He served as a Production Consultant for the Hollywood feature film She Wants Me (2012) starring Hilary Duff and Charlie Sheen.He is an Investment Consultant at Stock Market Day Trading Analyst Broker.Today he will share us with the main law of attraction Subscribe here: https://www.youtube.com/channel/UCeLc6jjA1E27QiN_PDQXEIgMoe Rock: https://sociatap.com/moerock/You can Contact Me here :
This week on Frontier Dialogues we talk to Shuhad Ibrahim, who works as a Trade & Investment Consultant at the Ministry of Economic Development, about his work on the Rapid Livelihood Assessment Report and his thoughts on the crisis and possible ways forward.
This week on Financial Planning: Explained, host Michael Menninger, CFP is joined by Mike Guman. Mike spent his college years as a running back for The Penn State Nittany Lions, before getting drafted into the NFL and spending nine seasons with the Los Angeles Rams. Mike is currently a Senior Advisor Consultant of the Pennsylvania Region with Invesco. Aside from reliving glory years on the gridiron, Mike and Mike discuss investments in the current market.
In this episode with Andrew - Macro setup 2021, Cape ratio/Buffet indicator, EV sector (commodities)/AI, Tech disruption, Bond yields, & lot more! DISCLAIMER: Host/Guest are not Financial Advisers and/or Investment Consultants. All opinions expressed by host or his/her guests are for informational purposes only and should not be treated as investment/financial advice of any kind. "Spark your FIRE" and its team are not liable to the listeners or any other party, for the listeners use of, or reliance on, any information received, directly or indirectly, from the content in any circumstances. Please conduct your own research and obtain independent legal, financial, taxation and/or other professional advice in respect of any decision made in connection with this audio. Contact - sparkyourfirepodcast@gmail.com #ASX#StockMarket#BankStocks#CommercialRealEstate #FiatCurrency#Bitcoin#Blockchain#Dectralization #HardMoney#Worldreserve#Mining#POW#EnergyStorage #QEforever#CDBC#InvestorsPodcast#Libra#SDR#MMT #facebook#Snapchat#TechStocks#IndustrialWarehouse #Litecoin#Ethereum#Gold#Property#Artificial intelligence #Gold #Silver #Monetary policy#Realestate
When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and its mission? Find out in this episode, as Bob DiMeo … Continue reading Episode 11: How To Hire a Good Investment Consultant — With Brad Alford →
There's something very interesting, but complicated, happening on the United States stock market and there's a weird connection to the X Factor. Retail outlet GameStop have become the most talked about stock on Wall Street with something of a battle taking place between the traditional financial markets and Internet users. But what exactly is going on, and how does Rage Against The Machine come into it? Niall O’Brien, Technology and Investment Consultant and Senior Finance Lecturer in Trinity College Dublin explained all to Dermot and Dave. [audio mp3="https://media.radiocms.net/uploads/2021/01/28131005/WallStStocks_2801.mp3"][/audio]
Brett Mackay, Investment Consultant at 10X Investments
Meet Technology Patent Holder, Private Equity Investor and Investment Consultant, Solomon RC Ali. In addition to licensing out his technology patents to some of the world’s biggest companies, he has helped minority-owned businesses raise $250 Million in structured investment capital. Find out out what types of deals interest Solomon and how he likes to work with his investments. Plus he has some insights for entrepreneurs trying to raise capital in these current economic conditions.
In this episode with Andrew Quin - Fed jackson hole meeting, Berkshire dumping bank stocks, Aussie dollar, Term funding RBA, Stock market/Real estate, & lot more unpacked! DISCLAIMER: Host/Guest are not Financial Advisers and/or Investment Consultants. All opinions expressed by host or his/her guests are for informational purposes only and should not be treated as investment/financial advice of any kind. "Spark your FIRE" and its team are not liable to the listeners or any other party, for the listeners use of, or reliance on, any information received, directly or indirectly, from the content in any circumstances. Please conduct your own research and obtain independent legal, financial, taxation and/or other professional advice in respect of any decision made in connection with this audio. Contact - sparkyourfirepodcast@gmail.com #ASX#StockMarket#BankStocks#CommercialRealEstate#FiatCurrency#Bitcoin#Blockchain#Dectralization#HardMoney#Worldreserve#Mining#POW#EnergyStorage#QEforever#CDBC#InvestorsPodcast#Libra#SDR#MMT#facebook#Snapchat#TechStocks#IndustrialWarehouse#Litecoin#Ethereum#Gold#Property#Artificial intelligence #Gold #Silver #Monetary policy#Realestate
Morgan Paxhia is a co-founder and Managing Partner of Poseidon, one of the longest running funds in the cannabis industry. With over ten years experience in investing and finance, Morgan has developed a deep understanding of individual company analysis, portfolio construction, and risk mitigation. Since 2012, he has dedicated his investment focus primarily to the cannabis industry. Given the limited amount of information in this emerging vertical, the lack of institutional research, and relative industry immaturity, Morgan embraces an active approach of working closely with companies. He utilizes a “boots on the ground” methodology to better understand individual companies and the industry. Through his extensive travel across the US and Canada, reviewing hundreds of business plans and overseeing several existing cannabis investments, Morgan has developed Poseidon’s investment methodology tailored specific to the business of cannabis. Poseidon’s proprietary process is driven by the time spent in the industry and the considerable data collected over the last several years. He has created frameworks for analysis depending on sub-sector, company stage, and participation across the capital spectrum through our database of contacts, valuations, metrics, and other relevant factors.Morgan started his investment career at UBS Financial Services working in a Wealth Management/Investment Banking hybrid training program. The training brought a wide range of first hand experience working through several facets of the organization, including advisory teams managing assets for high net worth individuals and municipal bonds trading. Following UBS, Morgan transitioned to a Providence-based Registered Investment Advisor as an Investment Consultant. During that time, he worked under the partners of the firm doing fundamental portfolio management.Morgan graduated from the University of Rhode Island with a B.S. in Applied Mathematics in 2005.
While the number of coronavirus cases across the Pacific is low, strict border closures and travel restrictions remain in-force, affecting many tourism dependent economies. Sofitel Fiji Resort & Spa is a beautiful, five star property offering French luxury and wonderful local cuisine on Denarau Island. Mike Ryan chats to Vincent Macquet, General Manager, about local conditions and his property's multi-million dollar upgrade.As tensions rise with China, there is another market in the region that is simply bursting at the seams. Mike Ryan speaks with Phil Turtle, President of the Australia Indonesia Business Council about the Indonesia Australia Economic Partnership Agreement (IA-CEPA) and the outlook for Indonesia. Phillip is an International Trade and Investment Consultant and Indonesian Specialist.And don't forget to subscribe.
Chris Gure manages the finances of various wealthy families and advises on their investment portfolios. In this conversation, Chris and Anthony Pompliano discuss portfolio construction, the macro economy, the psychology of money and investments, and how Bitcoin is currently perceived by his type of client. BLOCKFI-----BlockFi allows you to keep your crypto, put it up as collateral, and receive a USD loan funded directly to your bank account. They do loans ranging from $2,000 to $10,000,000, and they're perfect for helping you reach your financial goals of all sizes. Visit BlockFi.com/Pomp to learn more about putting your crypto to work without having to sell it. CRYPTO.COM-----Crypto.com is a pioneering payment and cryptocurrency platform that seeks to accelerate the world's transition to cryptocurrency. With the vision of "cryptocurrency in every wallet", the Crypto.com App offers a full range of financial products with competitive pricing, well designed UX and high security. It is the best place to buy, sell and pay with crypto. COINMINE-----The Coinmine One is like an Xbox that turns your electricity into Bitcoin. You just plug it in, connect to wifi, and tap on the crypto you want. It’s so easy anyone can do it. Everything is controlled from the Coinmine mobile app and the Coinmine keeps getting better with over the air updates that add new coins, features and services to your Coinmine. Visit coinmine.com/pomp to get a Coinmine and earn crypto for powering a new world. ETORO-----This episode of Off the Chain is sponsored by eToro, the smartest crypto trading platform, and one of the largest in the world. Join 11 million other traders and create an account at etoro.com and build your crypto portfolio the smart way.
EP 006: On this episode of The Retirement Success in Maine Podcast , we are joined by our teammate, Abby Doody. Abby is an Investment Consultant and Certified Financial Planner (CFP) at Guidance Point. Abby also has a personal interest in income-producing real estate. Why are we talking about real estate in regards to Retirement Success? It seems many of the clients we work with have an affinity towards buying properties with the idea of providing sustainable income over the remainder of their lives. But is it that easy? What are some things to know about buying properties in different parts of the State? How does this work to sustain her version of success in retirement? What You'll Learn In This Podcast Episode: Introduction of Abby and her origin story. [2:03] Discussion about Abby and her husband's interest in real estate. [10:46] What should one think about when finding the right tenant and location for the property? [15:12] Abby talks about property #2. What led Abby and Casey to purchase another property? [24:50] Will Airbnb affect/play a role in their properties? [28:35] Discussion about Abby and Casey's a-typical situation when it comes to their property locations. [35:19] Abby discusses their third property and the “master plan”.[37:11] What happens when the math just doesn't add up?[42:25] Moving to retirement success, how does the selling of rental properties work? [46:38] Abby's personal idea of Retirement Success in Maine. [53:55]
Welcome to another episode of The Property Nomads Podcast! You aren't mistaken. It is indeed Friday and we are here with an extra special episode for you! In this short podcast, your host Rob Smallbone has some fantastic news and special announcements. Firstly, Rob's new book ‘Buy To Let; How to Get Started' will be released on Amazon on Wednesday 10 July 2019. This book is primarily aimed at people who are new and just getting started but is also relevant to existing property investors. It is a step-by-step guide on How to locate the best area for you; How to make offers & work with agents and other ways to secure deals using many methods such as leafleting or joint ventures Much more information all the way through to completion, letting, certifying and legal & rental assistance and information on refinancing at the end. Rob wrote this book to consolidate the 'missing piece' he felt was missing for people wishing to enter the property industry. Over the coming weeks, leading up to the launch there will be bonus episodes, like this one, on Fridays with launch promo's and offers. Make sure you like our Facebook page, subscribe to the Podcast and share both to likeminded people! Secondly, the latest addition to The Property Nomads has joined the team and Rob implores you all to welcome Rachael! She brings with her lots of experience and knowledge in Buy To Lets, HMO's and sourcing properties! Finally, there are fantastic opportunities beyond the book launch including masterminds and mentorship opportunities with Rob, Rachael and Matt! Make sure you keep listening in the coming episodes to find out more and how to make the most of these exciting offers. Sign Up For MSOPI Here: https://bit.ly/msopi-nomad ABOUT Rachael Taylor Rachael has over 20 years' experience in Lettings and Management and began her journey in property investing in June 2017. She boasts an impressive portfolio with a cashflow of £1m, built up of Buy-To-Lets, HMOs and a renovation project across the UK. Rachael is also a Compliant Property Sourcer and Investment Consultant. When she's not focusing her attention on property management, investment and sourcing, Rachael can often be found exploring the coast on her paddle board and working on her ‘Live Vibrantly' project which encourages people to live a happier and healthier lifestyle. ABOUT THE HOSTS Rob Smallbone, Rachael Taylor and Matt McSherry, the hosts of The Property Nomads Podcast, are on a global mission to guide your success. Success can happen in many ways, shapes and forms. Think about what success means to you. More properties? More clients? Financial freedom? Time freedom? Rob, Rachael & Matt just want to make a huge difference to people around the world. They are here to guide your success in property, business and life and to inspire you to achieve your goals, dreams and visions. They've travelled, explored, and invested. And they're not planning on stopping these activities anytime soon. Buckle up, sit tight and enjoy the ride that is life. CONTACT METHOD LinkedIn Facebook Instagram Twitter YouTube See omnystudio.com/listener for privacy information.
Jim Cote of the Central Illinois Angels joins the Journal Star's Steve Tarter to chat about the membership-based investment organization and discuss burgeoning opportunities for investment in the Peoria area.
Sam Konigsberg is the Head Relationship Builder at Sablier Watches, a wine-inspired American luxury watch brand based in Atlanta, GA. Sam joined Sablier Watches in 2013 with a passion to share Sablier's patented design and unique philosophy with the world. Sablier has been featured in Forbes Magazine, Bloomberg Pursuits, Esquire Magazine and in numerous charity wine auctions across the country. Sam's attention to time is important as he is also an Investment Consultant for BlackRock. The process of balancing corporate life and entrepreneurship has taught Sam many lessons that he shares in this podcast.
Heather Brown is an Investment Consultant with Investors Group. She specializes in agriculture and works to help farmers succeed with their investment planning. Heather says that a good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track. Heather joins us to share some important information for our audience.
Do you know your asset allocation from you elbow? Do you know the difference between a bond’s coupon and its yield? Prepare to impress your friends and family – and win pub quizzes based within the square mile. This month on the Morningstar Podcast we’re focusing on Financial Education, and we’re going back to basics. Morningstar Editor, Emma Wall starts us off by explaining the importance of taking control of your finances. Diversification is extremely important in an investment portfolio. Equities offer investors the chance for profit over the medium to long term, but fixed income has also fared well proving the need for both explains Morningstar’s Senior Fund analyst Jose Garcia Zarate So how do we go about blending assets to make a successful portfolio? It is not enough to pick fantastic investments - you have to blend them together in a complimentary way explains Head of Multi-Asset for Liontrust, John Husselbee. When Is it OK to Run Out of Money in Retirement? Capital preservation is important - especially at the beginning of your retirement. Emma Wall and JP Morgan’s Annabel Duncan discuss why you don't necessarily need to be afraid to let your assets dwindle. The idea of putting money away for a pension that is 20, 25, 30 years in the future can be very challenging for some people who prefer spending on tangible purchases in the here and now. Investment Consultant for Redington Freddie Ewer discusses how we need to start changing social norms to boost our income for retirement.
Peter Willett from Mercer Investment Consulting discusses the firm’s experience in educating institutional investors and reasons for the recent difficult environment.
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