Podcasts about investment portfolio

In Episode 20 of Season 7 of Driven by Data: The Podcast, Kyle Winterbottom is joined by Nick Zervoudis, Founder at Value from Data & AI, where they discuss why so many data and AI teams struggle to demonstrate measurable business value — and why the real failure almost always happens upstream, long before anyone tries to articulate it.Nick makes the case that "we can't prove our value" is usually a symptom, not the disease: teams solve the wrong problem, skip the value case, or hand off value realisation to no one. Along the way they get into his five-point diagnostic framework, how to build a credible back-of-the-envelope ROI estimate before a line of code is written, how to prioritise a portfolio of opportunities, and where AI productivity savings are real versus imaginary.They also discuss:Why the inability to demonstrate value is usually an upstream failure, not a communication problem.What Nick's five-point framework reveals: wrong problem, wrong solution, poor execution, no measurement, weak communication.Why data teams keep solving the wrong problem by starting from technology instead of the problem itself.How to separate the "problem space" from the "solution space" before reaching for a tool.Why 70–80% of data teams operate as order takers rather than true collaborators.Why being ROI-positive is only the entry ticket, not a reason to do a project.What criteria actually decide prioritisation: return, payback speed, implementation readiness, and strategic relevance.Why nothing a data team builds has inherent value without an owner on the business side to realise it.How to build a credible back-of-the-envelope value case before anything gets built.Why estimating value is far easier to learn than the technical craft most data people already have.How to get stakeholders to correct a rough estimate rather than hand them a blank sheet.Why "how will we measure success?" is the most useful question you can ask when scoping work.What the bystander effect has to do with data teams quietly failing to create value.How framing work around outcomes turns engineers from code-writers into problem-solvers.Why hours saved rarely become money on the balance sheet.What the five-to-six buckets of productivity value are, and why you must never double-count them.Why some AI investment should deliberately have no business case at all.How Monday.com turned a five-week experimentation window into a $100M ARR product.Why blanket self-serve analytics or company-wide AI licences often set you up for failure.What first steps a CDO should take to re-prioritise a roadmap around measurable value.Thanks to our sponsor, Data & AI Literacy Academy.Data & AI Literacy Academy is leading the way in transforming enterprise workforces with data literacy across the organisation, through a combination of change management and education. In today's data-centric world, being data literate is no longer a luxury, it's a necessity.If you want successful data product adoption, and to keep driving innovation within your business, you need to start with data & AI literacy first.At Data & AI Literacy Academy, they don't just teach data skills. They empower individuals and teams to think critically, analyse effectively, and make decisions confidently based on data. They're bridging the gap between business and data teams, so they can all work towards aligned outcomes.From those taking their first steps in data & AI literacy to seasoned experts looking to fine-tune their skills, our data experts provide tailored classes for every stage. But it's not just learning tracks that they offer. They embed a deep data culture shift through a transformative change management programme.They take a people-first approach, working closely with your executive team to win the hearts and minds. We know this will drive the company-wide impact that data teams want to achieve.Get in touch and find out how you can unlock the full potential of data in your organisation. Learn more at www.dl-academy.com/driven

What's up everyone, today we have the pleasure of sitting down with Kathleen Schaub, Author, Strategist, and Advisor in Marketing Management and Organizations.We cover:(00:00) - Intro (01:19) - In This Episode (04:45) - Why Marketing Behaves More Like Weather Than a Machine (08:49) - The Four Mindsets Marketing Leaders Need for Complex Markets (14:06) - Why ROI Doesn't Work as a Marketing Measurement (18:19) - What Causal AI Can Actually Tell You About Marketing (28:37) - Why Your Marketing Budget Works Like an Investment Portfolio (34:21) - What Marketers Should Actually Be Held Accountable For (38:49) - The Surrogation Trap Behind Single Marketing Metrics (44:09) - Why Marketing Managers Should Create Conditions Instead of Commands (50:00) - How Pace Layering Makes a Marketing Budget Adaptable (57:16) - How Intention Decides What Deserves Your Energy Summary: Marketing has spent a century pretending it's a machine you can feed cash and read like a receipt, and Kathleen Schaub is here to take that apart. She makes the case that markets behave more like weather than vending machines, walks through her 4 mindset shifts for leading in the chaos, and explains why a single north-star metric quietly wrecks your decisions. Along the way there's a butterfly in Brazil, a cucumber garden in Canada, a poker champion, and a COO who begged for the book on a cruise. If you've ever had to defend marketing ROI in a boardroom and felt the ground move under you, this conversation names what's really going on.About Kathleen SchaubKathleen Schaub is an author, strategist, and advisor focused on marketing management and organizations, working through KathleenSchaub.com. She spent 9 years leading IDC's CMO Advisory practice, where she advised hundreds of technology marketing leaders, and she's a longtime contributor to leading martech publications including CMSWire. Her work argues that markets are complex adaptive systems rather than predictable machines, and her book lays out 4 mindset shifts, investor, navigator, statistician, and ecologist, for leading marketing in a volatile world. These days she splits her time between writing, advising, passion projects, and being a grandmother of 2.Why Marketing Behaves More Like Weather Than a MachineEvery marketing leader has sat across from a finance executive who wants one thing. Put a dollar in, know what comes out. Budgets get built on that promise. Forecasts get defended on it. And every year, the results wander off somewhere the model never predicted.Kathleen has spent more than a decade explaining why that keeps happening. Her line is that marketing is not a vending machine. A vending machine is controllable and predictable. You put your money in, you press the button, you get the exact thing you chose. Executives, she says, would give almost anything for marketing to work that cleanly. Marketing never has.The weather comparison is a humbling one. We carry supercomputers in our pockets, we have decades of atmospheric data, and we still can't say for sure whether it'll rain tomorrow. Marketing runs on something messier than the atmosphere, which is people. Buyers, brands, influencers, partners, and the economy, all reacting to each other at once. Kathleen calls the result a complex system, the kind scientists study, where every interaction feeds back into the next and quietly introduces unknowns into every situation.That's the part most measurement frameworks skip over. Marketers, salespeople, and customer experience teams all work at the edge of the company, the seam where the controllable inside meets the uncontrollable outside. Their whole job is to manage, predict, and measure a world that refuses to hold still. No amount of dashboard polish changes the fact that half the inputs live outside the building.Kathleen keeps the parts of the old factory toolkit that still earn their place. The shift she wants is smaller and harder to swallow. Accept that markets are what the military calls VUCA, volatile, uncertain, complex, and ambiguous, then adopt measurement practices built for that reality instead of pretending the reality is something tamer. The methods already exist. Other fields use them every day. Marketing just hasn't bothered to translate them yet.The uncomfortable implication is that a lot of the dashboards marketing teams present with total confidence are measuring a machine that was never really there. The teams that win the next decade will be the ones who stop apologizing for uncertainty and start building for it.Key takeaway: Audit your current reporting for any number you present as a guarantee. Rewrite each one as a range or a probability, and rehearse saying "here's what's likely and here's what could move it" before your next budget review. Present every forecast as a weather report, a set of ranges you can actually defend.The 4 Mindsets Marketing Leaders Need for Complex MarketsYou can buy a new attribution platform, restructure the team, bolt on a dozen dashboards, and still land exactly where you started. Kathleen thinks she knows why. You changed your operations without changing the thing that steers them, which is your mindset. She treats mindset as the director of every action a team takes. Leave it untouched, and every operational upgrade delivers roughly the same results you've always had.Her favorite way to explain this comes from Buddhism. Your mind is the ox, and the cart is everything the ox drags behind it, every outcome your marketing produces.The leverage is quieter than it looks. Change your mindset and the dozens of small decisions you make every day start bending, even slightly, and over enough decisions you end up miles from where the old direction would have taken you. That's why the mindset has to move first. The 4 she recommends all come from worlds that are genuinely volatile and complex, but they're worlds anyone can picture, and each one maps onto something marketing leaders already wrestle with.Investor: stop treating the budget like a cost center you spend down, and start treating it like a portfolio you risk for a better future return., Navigator: change the relationship between your plan and your measurement, adapting like a pilot or a sailor who reads the conditions in front of them instead of clinging to the route., Statistician: give up the hunt for certainty and accept that everything in the human and natural world runs on probability. Kathleen calls this the hardest of the 4 because our brains hate it., Ecologist: manage the conditions people work in, because behavior arises from the intersection of an individual and the context around them, so managing the person by themselves only covers half of it.Read them together and a pattern shows up. Every one asks you to trade the illusion of control for the ability to adapt. That trade is where most transformation efforts quietly die, because swapping tools is easy and swapping beliefs is not.Key takeaway: Before you approve the next platform or reorg, write down the belief driving it in one sentence. If that belief still assumes marketing is predictable and controllable, fix the belief before you spend the money. Pick one of the 4 mindsets and name the single daily decision it would change for you this quarter.Why ROI Doesn't Work as a Marketing MeasurementAsk a room of marketers what keeps them up at night and ROI lands near the top every time. It's the question waiting in every board meeting. What drove revenue last month, and how much will this next bet add? Kathleen has been chasing that question longer than most. Running IDC's CMO advisory practice for 9 years, she kept asking leaders whether they were actually getting ...

What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions.We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio.SponsorsTry NetSuite for FreeDelete Me – Use code David20 to get 20% offShow Notes and Related ContentA Complete Guide to Investing in I Bonds and TIPS (2026)550: Asset Location: Where You Invest, Where You Live, What You Can AccessFree Investment Strategy ReportInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of The Dentist Money Show, Matt and Rabih continue their investing series by exploring the core building blocks of an investment portfolio. They break down the differences between stocks and bonds, explain how mutual funds and ETFs make diversification easier, and discuss why spreading your investments across different asset classes, sectors, and markets can help reduce risk over time. Tune in to learn how these foundational investing concepts can help you build a smarter portfolio. Listen to part one of the investing series to learn all the basics you should know! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

The “Henssler Money Talks” host take a closer look at securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Original Air Date: August 8, 2026Read the Article: https://www.henssler.com/securities-backed-lines-of-credit-convenient-but-not-without-risk 

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation. Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode. In today's show, we cover: The essentials of portfolio allocation Tactical portfolio shifts in 2026 The trouble with bonds Why emerging markets are running hot See omnystudio.com/listener for privacy information.

1. Why Cash Isn't Always Safe Why holding too much cash can quietly reduce purchasing power over time. How inflation can become one of the biggest threats to long-term wealth. 2. Finding the Right Balance Between Liquidity and Growth How much cash investors should realistically hold in a portfolio. Why balancing liquidity with long-term growth is essential for financial resilience. 3. Alternative Ways to Protect Capital Understanding money market funds and their role in wealth preservation. How these can offer flexibility, liquidity and attractive returns compared to traditional cash holdings. 4. The Role of Gilts in a Balanced Portfolio Why government bonds still play an important role in portfolio protection. How gilts can help provide stability during periods of market volatility. 5. Why Diversification Matters More Than Ever How spreading wealth across multiple asset classes reduces risk. Why diversification remains one of the most effective strategies in uncertain markets. 6. Building Your Portfolio the Right Way Why most investors build portfolios in the wrong order. The importance of creating strong foundations before pursuing higher-risk opportunities. 7. Understanding the GPI Framework and Taking Control of Your Wealth How Growth, Protection and Income work together in a well-structured portfolio. Why balancing all three creates a more resilient long-term strategy. How understanding fees, income strategies like options, and financial education can help you take greater control of your wealth and pass it on effectively to the next generation. Actionable Takeaways: Review how much cash you're currently holding and whether it's working hard enough for you Assess whether your portfolio is truly diversified across multiple asset classes Audit all investment-related fees across pensions, platforms and fund managers Build your portfolio from the ground up—start with strong foundations before adding speculative investments Focus on balancing growth, protection and income in your overall strategy Explore ways to create additional income streams from existing assets Start involving your family in wealth conversations to build long-term financial confidence and capability Building wealth isn't about chasing the next big opportunity. It's about creating a clear strategy, staying disciplined, and making intentional decisions that serve both your present and your future. Resources: WealthBuilders - Build, protect and transfer your wealth Invest Like A Pro - Invest with clarity: Growth, diversification and income Invest Like A Pro Podcast WealthBuilders Membership: Free access to guides, webinars, and community Download our FREE Pensions and Inheritance Tax Guide Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Stephen Grootes speaks to Andre Visser, Director of Issuer Regulation at the JSE, about how the Johannesburg stock exchange regulates listed companies and protects investors. From financial results and trading updates to mergers, acquisitions and market-sensitive announcements to what happens when firms fail to meet their obligations. 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.

Ray White speaks with Dr Musa Malwandla, Co-CIO of Differential Capital and Wade Witbooi, MD of Amplify Investment Partners about how investors can cut through market noise and sentiment-driven swings to focus on long-term fundamentals, global risks, and what it all means for South African portfolios. 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.

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to discuss how enterprises can govern, manage, and operate AI at scale. Dave shares insights on implementing AI responsibly, tracking ROI, managing risks, and creating an enterprise-wide AI portfolio that drives value while ensuring compliance and governance.Dave Trier leads ModelOp with a focus on customer value, product innovation, and enterprise execution. With over 20 years in data science, AI, analytics, cloud, and enterprise software, he brings technical expertise and a pragmatic leadership style, helping CIOs, CTOs, and AI leaders deploy AI effectively across organizations .In this episode, you will discover:How enterprises can scale AI responsibly and reliablyThe CFO's role in AI oversight and portfolio managementMeasuring AI value through ROI, usage, and internal feedbackDistinctions between AI governance and traditional data governanceImportance of change management and structured AI adoptionDave provides a framework for enterprise AI adoption, emphasizing disciplined management, measurable impact, and alignment with regulatory and operational requirements. This episode is essential for finance and tech leaders looking to integrate AI at scale while ensuring oversight, efficiency, and business value . Follow Dave:Website: https://www.modelop.com/LinkedIn: https://www.linkedin.com/in/davidetrier/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] – Trailer[02:38] – AI Compliance & Governance Challenges[04:35] – Distinction Between AI & Data Governance[07:28] – Measuring AI Value & ROI[12:41] – Treating AI as a Portfolio of Investments[15:05] – Change Management & Enterprise Adoption[17:39] – Wild West of AI & Need for Rigorous Processes[18:54] – CFO Oversight in AI Implementation[21:00] – Closing Remarks

Nicole is joined by journalist and podcast host Nayeema Raza, host of Smart Girl Dumb Questions, for a crossover episode! This is a shame-free conversation about the money questions we're all holding in, starting with perhaps the most loaded one of all: should you buy a home? Nicole breaks down the 5% rule for renting vs. buying, why she personally chose not to buy, and how to strip the emotion out of a decision that's usually anything but. She also answers common questions about debt, HSAs, growing generational wealth and more. Plus, Nayeema and Nicole talk about which expenses are worth going into debt for, and what Mark Cuban told Nayeema about how money can make you feel poorer the wealthier you become. Listen to Nayeema's podcast Smart Girl, Dumb Questions Check out Nicole's financial literacy course The Money School Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Here's what Nicole covers with Nayeema:  00:00 Are You Ready for Some Money Rehab?  01:17 Nicole's Controversial Take on Homeownership  04:44 The 5% Rule: Rent vs. Buy Math  08:37 Why Nicole Chose to Rent (And Invest the Difference)  12:30 How the LA Fires Changed Nicole's Relationship to Home  17:00 Not All Debt Is Created Equal: Good Debt vs. Bad Debt  20:02 What Rich People Know About Leverage  24:03 How Nicole Got Into (and Out of) Credit Card Debt  25:51 Avalanche vs. Snowball: Which Debt Payoff Method Wins?  28:09 The Shame Cycle Keeping People Stuck in Debt  29:18 The Debt Game: What's Worth It?  34:35 Investing in Your 20s: Nicole's Biggest Regret  36:27 Nicole's Daughter's Investment Portfolio  37:15 HSAs, 401(k)s, and Where to Put Your Money First  38:39 How Do You Know If You're Rich?  41:26 Mark Cuban on How Money Can Make You Feel Poorer  42:34 Nicole's "Dumb" Question  All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Where WAM Income Maximiser fits in your investment portfolio | One Year Update by Wilson Asset Management

Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia

Stephen Grootes speaks with Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Prof Eben Mare, Fixed Income Portfolio Manager at Mazi Assets,about why the South African Reserve Bank tracks inflation, and how it uses this key measure to guide interest rate decisions and protect the country’s economic stability. 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.

Stephen Grootes speaks to Gary Booysen, portfolio manager and director at Rand Swiss and Vikhyat Sharma, Investment Analyst at Differential Capital, about the role of private capital in building long-term wealth and how it compares to the liquidity and perceived safety of public markets. 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.

Most new investors start building their portfolio completely backwards. Here is the exact framework to build it the right way from the very first dollar. 

It's a simple question with a surprisingly complex answer: how often should you actually check your investment portfolio? For many investors, it becomes a habit, sometimes daily, sometimes even hourly. But that constant monitoring can create more harm than good, leading to emotional decisions that derail long-term results. Nick and Jake elaborate on the real dangers of checking your portfolio too often, and the equally important risks of ignoring it altogether. Tune in to hear how a clear plan can help you stay focused on what actually drives long-term success. Here's what we discuss in this episode:

On this episode of The Dentist Money Show, Matt, Rabih, and Will walk through a case study of a real dentist's investment portfolio to show how even a solid portfolio can have hidden gaps and missed opportunities when it's not aligned with a clear financial plan. They break down the specific changes we made and why they mattered, showing how thoughtful, tailored investment management aligned with long-term goals can improve diversification, reduce unnecessary complexity, and create a more confident path to retirement.. Tune in to hear how aligning your investments with your life goals can lead to a more confident and optimized path to retirement. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Welcome to our new weekly series, ICYMI, where we start off the week with a quick game-changing tip from one of our guests that you might have missed. Tune in every Monday for an expert dose of life advice in under 10 minutes.  Today, we're throwing it back to one of our most valuable 2022 finance interviews with Nicole Victoria to help guide us through recession fears, market volatility, and economic uncertainty. If you've been wondering whether you should buy the dip, sell your stocks, or pause investing when the market crashes, this episode is packed with advice on how to recession-proof your money and make smarter long-term financial decisions. Nicole breaks down why so many people lose money in recessions and the biggest investing mistakes to avoid when panic sets in. Whether you're a beginner investor trying to understand recession investing strategies like dollar cost averaging, or feeling anxious about these uncertain times... this ICYMI is a great starting point.  Nicole is a CEO, money coach and financial literacy advocate Nicole Victoria AKA No Budget Babe, who specializes in helping millennial and gen-z women effortlessly manage their money and build bank accounts that never stop growing. Listen to our full episode with Nicole Victoria here! Follow Nicole: No Budget Babe Instagram: @Nobudgetbabe TikTok: @nobudgetbabe Subscribe to my Substack:teachmehowtoadult.substack.comFollow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

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What are investors doing in reaction to the shocking turn in markets during the first three months of 2026? One of the first moves is a distinct retreat from Wall Street back to the ASX, as investors seek mining and energy stocks along with blue chips that can deliver reliable dividends. It's early days but we are also seeing a pick-up in defensive investments such as infrastructure and a little less enthusiasm for gold. David Bassanese, chief economist at ETF provider Betashares, joins Associate Editor, James Kirby in this episode. In today's show, we cover: The surprise swing back to the ASX Where to invest now? The continuing case for gold (despite a bad run) CGT - To grandfather or not to grandfather? See omnystudio.com/listener for privacy information.

In this Episode of Dental Board Room Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience.The discussion explores how global conflict, particularly disruptions in energy supply, can ripple through inflation, interest rates, and portfolio performance. The team shares their base-case expectations, potential risks, and how they are actively positioning client portfolios to navigate uncertainty.Despite short-term volatility, the conversation reinforces a long-term, disciplined investment philosophy focusing on diversification, strategic rebalancing, and avoiding emotional decision-making. The episode closes with practical, “set-it-and-forget-it” strategies investors can apply right now.What You'll LearnHow the Iran conflict and energy disruptions impact global marketsWhy oil prices are a key indicator for economic and market directionThe role of the Federal Reserve and how interest rate decisions affect investmentsWhat the “Great Rotation” means and why value stocks are outperformingHow rising bond yields influence tech stocks and overall valuationsWhy diversification beyond the “Magnificent Seven” is criticalHow disciplined rebalancing helps investors take advantage of volatilitySimple, practical strategies to strengthen your portfolio in uncertain marketsKey TakeawaysGeopolitical events drive markets through energy: Oil supply disruptions can increase inflation and recession risk if prolonged.Short-term volatility is expected but often temporary: Markets have historically rebounded after geopolitical shocks.Interest rates may stay higher for longer: Inflation risks from energy prices are delaying expected rate cuts.Value stocks are gaining momentum: Sectors like energy, financials, and utilities are outperforming high-growth tech.Diversification matters more than ever: Overexposure to a few large tech stocks increases portfolio risk.Rebalancing creates opportunity: Selling stable assets (like bonds) to buy discounted equities during downturns can enhance long-term returns.Markets reward discipline, not timing: Consistent investing and dollar-cost averaging outperform emotional decisions.Focus on what you can control: Income growth, spending discipline, and steady investing are the true drivers of long-term wealth.

If you want to get advice from today's guest, Ben James of Escala Partners, you need to have at least $5m in your investment portfolio. In other words, his clients are strictly from the top end of town. So what have his clients been doing since the Iran crisis broke in February, and what is he telling them to do next? Ben James, CEO of Escala Partners, joins Associate Editor, James Kirby in this episode In today's show, we cover: The inflation shock to markets and what you must do next? Liquidity beyond cash for the everyday investor The next hot spots for active investors Are dividends vulnerable in the months ahead See omnystudio.com/listener for privacy information.

What does market volatility reveal about your investment portfolio? In this episode, tax attorney Megan Robin returns to break down how economic uncertainty impacts law firm owners' portfolios, offering key insights into what to look for during times of market fluctuation.       Megan discusses how bull markets can mask potential issues, such as high fees, tax inefficiencies, and poor portfolio allocation. With recent market shifts, these problems may become more noticeable, and it's important to take a step back and evaluate your portfolio. She explains what tax drag is, how capital gains taxes differ from ordinary income tax, and why tax-efficient investing matters.      Whether you're navigating volatile market conditions or just looking to optimize your investment strategy, Megan shares actionable steps to help you assess your current financial position and adjust your approach.   Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar      Get full show notes, transcript, and more information here: https://www.velocitywork.com/354       Watch this episode on YouTube: https://youtube.com/@velocitywork       Monday Map / Friday Wrap: https://www.velocitywork.com/monday-map

Recording date: 18th March 2026Olive Resource Capital used the March 18, 2026 market selloff to add positions across their high-conviction portfolio, as resource sector equities declined 5-7% and gold fell below $5,000 for the first time in six months. President Samuel Pelaez and Executive Chair Derek Macpherson outlined their strategic response during their weekly investor update, emphasizing that current volatility represents a buying opportunity rather than a structural market breakdown.The firm had strategically raised cash to approximately 10% of portfolio value in January and February, anticipating seasonal weakness around the PDAC conference period. This liquidity position enabled opportunistic deployment as Middle East tensions coincided with expected seasonal softness. Olive added to an unnamed Yukon exploration company, Arizona Sonoran Copper during its M&A transaction, energy sector holdings, and Goldsky as it consolidates 100% ownership of the Barsele project.Management emphasized their evolution toward concentrated, high-conviction positions over the past two years. This "high grading" process prioritizes companies with strong balance sheets, capable management teams, and no leverage exposure. Pelaez noted the portfolio consists of companies with "the ability to survive" market stress without facing imminent financial liabilities, recognizing that resource companies already carry inherent leverage through commodity price exposure.Technical indicators provided reassurance that systemic breakdown had not occurred. The VIX remained subdued, the S&P 500 stayed within 5-10% of highs, and global liquidity metrics functioned normally. Most portfolio positions had simply returned to year-end levels after strong early-year gains.Pelaez offered nuanced geopolitical analysis from the SMI conference, characterizing targeted U.S.-Israeli strikes on Iranian infrastructure as calibrated negotiating tactics rather than full escalation. He views current tensions as transitory events unlikely to derail long-term commodity demand drivers. Strong conference attendance and well-funded companies executing substantial drill programs reinforced management's conviction that underlying sector fundamentals remain healthy despite near-term price volatility.Sign up for Crux Investor: https://cruxinvestor.com

Stephen Grootes spoke to financial advisor Warren Ingram about the power of early, disciplined investment decisions; futurist Graeme Codrington about the transformative, life‑improving uses of drones; entrepreneur Natasha Sideris about building Tashas into a globally recognised restaurant group; and attorney Fortune Chego about the landmark ruling that holds banks liable for defects in financed vehicles and what it means for South African consumers. 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.

In this episode, host Scott Bursey chats with Erik Hatch, founder of Hatch Realty and a leading figure in the Fargo, North Dakota real estate market. Erik shares his journey from youth ministry to real estate dominance, explaining how his "first pitch people" approach and leadership philosophy built a top 50 national team. He discusses strategies for scaling a team without burnout, investing in single-family homes, leveraging relationship capital, and making a lasting impact both in business and the community.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss and Dr William Wright about why identical investments can behave so differently across market environments, exploring how value, momentum, and defensive strategies each shine under different conditions and helping listeners assess whether their portfolios match today’s backdrop. 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 to 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.

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Stephen Grootes speaks to Warren Ingram, financial advisor and co-founder of Galileo Capital, about how small, well‑considered decisions at the start of their journey can simplify the entire process of building a strong, resilient investment portfolio that grows with them over time. 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 to 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.

Stephen Grootes speaks to Warren Ingram, financial advisor and co-founder of Galileo Capital, about how small, well‑considered decisions at the start of their journey can simplify the entire process of building a strong, resilient investment portfolio that grows with them over time. 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 to 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.

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital, and Roy Mutooni, Portfolio Manager at NinteyOne, about the importance of dividend‑focused strategies, explaining how high‑quality dividend payers can enhance diversification, provide defensive stability in volatile markets, and deliver a reliable income stream alongside long‑term capital growth. 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.

Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed.  Money can be a major point of shame, anxiety, guilt, and avoidance for a lot of us, so we're throwing it back to this deep dive with financial expert Jessica Moorhouse on the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits and rewire your money mindset. Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness. Listen to our full episode with Jessica here. Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website. Tune in every Monday for an expert dose of life advice in under 10 minutes. For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

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Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, to unpack how investors can manage their emotions and rethink market volatility. 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.

Stephen Grootes speaks to Thabo Hollo, Programme Manager of Old Mutual Financial Education, about how the increased TFSA limit works, why long‑term compounding makes tax‑free investing so powerful and how contribution rules and penalties apply. He also looks at whether a TFSA or Retirement Annuity offers better value depending on your tax bracket, how TFSAs compare to flexible investments, why high‑growth assets maximise returns, and whether contributing monthly or annually leads to better long‑term outcomes. 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.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs index fund investing really the best path to financial freedom — or is it only effective if you can survive the emotional rollercoaster that comes with it?Most investors are told the same advice: buy the market, hold for decades, and trust long-term averages. And yes… mathematically, it works. But the real question is: can you stick with it when the market drops 20%? Or when you're retired and withdrawing income during a downturn?In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon Orr break down a powerful question many Canadians overlook:Index Fund Investing: Growth Strategy or Income Strategy?They explore why index funds feel simple on paper, why real estate often feels “safer,” and how the best portfolio isn't just the one with the highest average return — it's the one you can actually stay committed to.This conversation dives into:The real reason many investors abandon index funds during market volatilityIndex fund vs real estate: why real estate feels more stable (even when it isn't)How an income investing strategy can reduce emotional decision-makingWhy leveraged investing in Canada looks great in spreadsheets but feels scary in real lifeWhat the 4 percent rule in Canada misses when markets decline during retirementHow to think about diversification, “dry powder,” and building a portfolio that supports long-term income needsIf you've ever wondered whether your RRSP, TFSA, or corporate investments are built for true financial freedom — or just built for average returns — this episode will shift the way you think about investing.

In this episode, I'll answer the following question from a viewer:"I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video that you simplified and are down to 3 or 4 funds. I was thinking of mirroring your 6 fund plan but now I see you have simplified, which is why I am asking if you can do a new video going over your new 4 fund plan."Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Retirement is not what it used to be – for a variety of reasons. A recent survey from the Bank of Montreal suggests it's becoming more difficult for Canadians to save like their parents did.Is that true?Host Kris McCusker speaks to John Sacke, Investment Advisor and Portfolio Manager for BMO Private Wealth about new trends - both the good and bad - and how young Canadians can capitalize to avoid making the same mistakes as their parents. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:(00:00) Introduction(02:24) Understanding Uber's Revenue Streams(03:51) Geographic Diversification and Growth Opportunities(08:15) The Autonomous Vehicle Threat and Opportunity(30:17) Profitability of Uber Eats(31:03) Uber's Expansion into Grocery and Retail(33:36) Advertising Revenue: A Key to Profitability(37:43) Exploring Uber's Moonshot Projects(42:51) Uber's Investment Portfolio and Market Penetration(49:18) Valuation Insights and Future GrowthAria's Twitter: https://x.com/QualityInvest5Aria's YouTube: https://www.youtube.com/@QualityInvest5*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this 2025 Year-End Investment Portfolio Review we cover the following topics:1. Asset Allocation    a. Diversification / changes    b. Rebalancing2. Simplification3. Beneficiaries4. Performance5. Tax Loss or Gain Harvesting6. Fees    a. Fund fees    b. Advisor fees7. Evaluate Your Performance    a. Did you buy/sell anything    b. What worried you during the yearJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

This week on the Retirement Quick Tips podcast, I'm sharing with you my favorite topics that didn't quite make it to the podcast this year - mostly a collection of articles that I found interesting and wanted to cover on the podcast, but it never made it to the top of the heap. Today's episode is actually a comment from one of my YouTube videos that I think is an important one to address:  What is a good age to start de-risking in general, in your opinion? Retiring at 55 to 6

We'd love to hear from you. What are your thoughts and questions?The conversation explores the integration of AI in trading and financial services, drawing parallels to autonomous driving. Eric Chu discusses the potential for AI to automate trading processes, allowing users to create investment portfolios through simple queries, with the expectation that this technology will become more prevalent in the near future.Main Points:AI will increasingly play a role in automatic trading.The analogy of autonomous driving illustrates the future of trading.We are moving towards more automated financial services.In the next decade, AI could revolutionize trading.Users may soon create portfolios with simple questions.AI will handle investment management automatically.The technology is not fully developed yet but is progressing.Financial services will become more user-friendly with AI.Automation in trading will enhance efficiency.AI's role in finance is expected to grow significantly.Connect with Eric Chu:https://www.linkedin.com/in/eric-chu-cfa-7159567/https://www.tradesk.co

#250: Chris dives into listener questions, covering open enrollment, investing, buying gold, life and auto insurance, RSUs, practical ways to leverage AI tools and more. Link to Full Show Notes: https://chrishutchins.com/open-enrollment-AMA-2025 Partner Deals Fabric: Affordable term life insurance for you and your family Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Gusto: Free 3-month trial of the #1 payroll software DeleteMe: 20% off removing your personal info from the web Mercury: Help your business grow with simplified finances For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned PEOs: TriNet | Justworks Insurance Broker: Rich Sterling Productivity/AI Tools Notion NotebookLM Replit Cursor v0 Figma Perplexity Claude Mesa Homeowners Card (50k bonus with code CHRIS50) $1,200 U.S. Bank Bonus ATH Podcast Newsletter Ep #34: Insider Tricks to Healthcare, Prescriptions and Medical Bills with Marshall Allen Ep 104: Optimizing Your Insurance Policies Ep #140: Navigating Open Enrollment Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth Ep #248: How to Stop Over-Optimizing and Focus on What Matters with Tim Ferriss Submit questions for our next AMA here Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (00:30) Quick Episode Overview (01:22) How to Select Your Insurance Plan (05:19) Saving with a High Deductible Health Plan (14:19) Tips for Specific Drugs and Providers (15:27) Dental and Vision Plans (17:17) Benefits of FSAs (19:10) Getting Health Insurance Outside of an Employer (21:08) Getting Insurance for Your Business (23:20) Insurance via Medical Research Companies and Affinity Groups (24:52) Direct Primary Care (25:48) Reimbursing Medical Expenses Charged on a Credit Card (30:45) Diversification in an Incredibly High Stock Market (36:20) Investing in Precious Metals: Gold & Silver (40:55) Strategy for Handling RSU Compensation (43:35) Variable Universal Life Policy (48:05) The Rise in Auto Insurance Premiums Following an Accident (55:22) Buying A Used vs. New Car (58:06) Chris's Favorite Work Tools Including AI (01:02:07) Is AI an Actual Threat to Our Jobs? (01:04:26) Chris's Pre and Post W2 Job Experience (01:06:50) Find the Best Deals on the ATH Newsletter (01:10:53) The Next Gift Card Sale Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices