Podcasts about investment strategies

We'd love to hear from you. What are your thoughts and questions?The conversation explores the impact of Reg CF under Title III of the Jobs Act, focusing on how it democratizes access to capital for founders and provides retail investors with growth stage deal flow. It highlights the strategies investors use to build portfolios and the importance of networking in crowdfunding.Main Points:Reg CF was designed to democratize access to capital.Investors can gain significant upside by investing early.There are investors with extensive portfolios in Reg CF.Networking is crucial for successful crowdfunding campaigns.Retail investors can access growth stage deals.The potential for high returns attracts diverse investors.Strategic outreach can enhance investment opportunities.Understanding the market is key for investors.Investing in multiple deals can mitigate risks.The crowdfunding landscape is evolving rapidly.Connect with Jason Fishman:jfishman@digitalnicheagency.comdigitalnicheagency.comhttps://www.linkedin.com/in/jafishman/https://www.youtube.com/@DigitalNicheAgencyhttps://calendly.com/jfishman/30min?month=2025-09

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 hereHow do you know if you can actually afford to retire as a Canadian business owner — and are you sure the “freedom number” you're chasing is even the right one?Most business owners have built impressive balance sheets, yet still feel uncertain about stepping away from work because their wealth isn't structured to pay them when they stop earning. You may have properties, retained earnings, or a thriving company — but little of it translates into reliable, personal cashflow. This episode breaks down why traditional retirement advice fails entrepreneurs and shows a simpler, more accurate way to calculate what your lifestyle truly costs. You'll also hear how reorganizing the wealth you already have can convert static assets into sustainable, tax-efficient income for decades.You'll discover: How to calculate your real financial freedom number using a lifestyle-first formula. How to sort your assets into three practical buckets so you can unlock income without selling everything. How to build a predictable, tax-efficient income engine that keeps paying you even after you step away from your business.Press play to learn how to turn your existing wealth into a system that makes work optional.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners looking to build long-term wealth in Canada need a retirement planning approach that goes beyond traditional RRSP optimization and real estate investing. A modern Canadian wealth plan blends financial vision setting with smart asset organization, using financial buckets, tax-efficient investing, and corporation investment strategies to create reliable income strategies that support financial freedom Canada. By combining salary Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Things Discussed: FOOTBALL v NORTHWESTERN When not being a terrible freshman Bryce was a five-star freshman. Some incredible throws in this one. Not that mad about 2nd interception because that was on the OC. Lindsey's gameplan of RPOs (ten Split Flows!) was perfect against Dantonio-style quarters. Got 70% of their yards, which is more important for future performance. RPOs were also good for getting Bryce feeling comfortable. We have a freshman but also a five-star, and he looked like one. Sam: Note the first drive was downfield passing! That throw to Andrew Marsh: wow. Shoutout to NW safety Robert Fitzgerald. Let's tamper with that guy! Andrew Marsh: What a perfect guy to be coming through. MARYLAND PREVIEW They're young with no running game to fall back on so they lose games. Gotta win jump balls against their big receivers. Malik Washington will be a good one, but no OL and no run game. Their defense is also young and mistake-prone. BIG TEN PRIVATE EQUITY DEAL ON HOLD, MICHIGAN AND USC FTW? Why the other schools want it: They're all in big debt because building debt (paid to their big donors) was how these non-profits made their revenue disappear while getting to keep most of it and making the ledgers balance for Title IX compliance (e.g. updates to Breslin are Women's Basketball expenditures.) Now you want to free the ledgers and the donors to pay players, so you need upfront capital to unravel the old system. Lock down a portion of Michigan's revenue. MSU, NW, IU, PU, RU, IL need to lock in a share of M/OSU revenue now because if the conferences break up for a super league they're not going to be invited. The length of the media rights contract is 20 years. This is CRITICAL. Michigan State has a real chance of becoming a mid-major. Ohio State wasn't on board until they got a clause giving them a bonus for selling more gear/stadium advertising. The way it's structured now they get more money than Michigan, which is all they wanted to hear. Why Michigan and USC don't want it: Michigan already got itself out of the debt cycle.

Stephen Grootes speaks with Stephan Engelbrecht of MAZi NextGen and Viv Govender of Rand Swiss about how advances in technology, computing power, and data are reshaping investment strategies. 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 week's episode, Jennings interviews Chris Skinner, a seasoned real estate investor and tax strategist. Chris shares his remarkable journey from a 30-year sales career to becoming a successful real estate investor. After experiencing setbacks during the 2008 housing crash, Chris discovered the power of cost segregation and other tax strategies that the wealthy use to build and preserve wealth. The conversation dives into Chris's recent investments, including a 72-unit property in Panama City and his experience investing with Grant Cardone's real estate fund. Chris offers valuable insights into how proper tax planning can save investors hundreds of thousands of dollars and explains Cardone's unique approach of using crowdfunding to purchase properties with cash, allowing for significant discounts and stable investor returns. Thanks for listening!

Jason and Jeff challenge their own investing biases and debate whether they're wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).00:42 Today's Topic: Questioning Your Investment Thesis02:26 Listener Engagement and Support04:21 Stock Spotlight: Ryman Hospitality Properties09:36 Analyzing Ryman's Performance and Strategy22:29 Stock Spotlight: Texas Instruments23:22 The Importance of Analog Semiconductors24:34 Texas Instruments' Business Strategy25:59 Challenges and Opportunities in the Analog Chip Market27:40 Evaluating Texas Instruments' Stock Performance32:53 Home Builders: A Sector Analysis33:48 Dream Finders Homes: A Deep Dive35:14 Investment Strategies and Portfolio ManagementCompanies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Alumni Ventures is one of the most active venture firms in the world and under Mike's leadership has reimagined the venture capital model—connecting accredited investors with professionally managed portfolios through the power of alumni communities. With over $1.5 billion in assets under management and more than 1,400 portfolio companies, Mike's mission to democratize access to venture investing is transforming how innovation gets funded. In this episode, we dive into the future of venture capital, how networks unlock opportunity at scale, and Mike's hot take on the impact of AI to investment and the world

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 hereAre you relying on popular wealth-building books but still unsure how to actually follow their advice without stressing over every dollar?This episode breaks down two of the most influential personal-finance books for Canadian business owners—I Will Teach You to Be Rich and Becoming Your Own Banker—and reveals the hidden challenges most readers never address. You'll hear how seemingly “simple” strategies like automated index investing often collide with real human behavior, business-owner cash-flow fears, and the psychological barriers that keep money sitting idle. You'll also get a grounded look at infinite banking—what works, what's misunderstood, and how to avoid forcing yourself into rigid systems that don't match your goals. If you've ever wondered why “the math makes sense” but still feels impossible to follow, this conversation will connect the dots.You'll discover: • Why strong wealth strategies fail without accounting for real-life behavior and cash-flow uncertainty • How a “wealth reservoir” can make investing easier, safer, and more consistent than traditional emergency-fund thinking • A clearer way to blend equities, fixed income, and high-cash-value insurance so your plan reflects your reality—not someone else's formulaPress play now to learn how to apply the best ideas from these two books without falling into the common traps that hold business owners back.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A strong Canadian wealth plan helps business owners turn retained earnings into long-term security by combining tax-efficient investing with clear financial vision setting and a balanced investment bucket strategy. By aligning corporate wealth planning witReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

We speak to a savvy, experienced US based investor, in the market for his first Japanese real estate property investment (and also for a holiday home) - what could his budget get him, what kind of properties should he focus on, and where in the country should he be buying?

On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:(00:00) Introduction (02:38) Argentina's Economic Landscape Post-Election(05:02) Currency Challenges and Economic Recovery in Argentina(07:39) Political Stability and Free Market Prospects in Argentina(10:43) Spotlight on Corporacion America Airports (CAAP)(21:16) Exploring Other Investment Opportunities in Argentina(23:42) Political Climate and Investment Outlook in Chile(27:29) Investment Strategies in Chile's Resource Sector(29:18) Investing in Latin American Banks(32:11) Political Catalysts and Industry Focus(33:39) Challenges in Trading Colombian Stocks(35:52) Colombian Market Recovery(42:55) Understanding Currency Valuation(47:07) The Impact of Currency Valuation on Argentina(49:48) Future Political Trends in Latin America(53:52) Opportunities in Latin American MarketsIan's newsletter: https://ianbezek.substack.com/*****************************************************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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Investor positioning has shifted rapidly, with the latest Bank of America Global Fund Manager Survey showing cash levels falling to 3.7 percent — a threshold often viewed as a warning sign that markets may be running hotter than fundamentals justify. At the same time, conviction has become heavily concentrated, with more than half of fund managers calling the “Magnificent 7” the most crowded trade in global markets. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, unpacks what this mix of optimism, concentration, and rate-cut dependency means for investors. See omnystudio.com/listener for privacy information.

The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it's not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation. Original Air Date: November 15, 2025Read the Article: https://www.henssler.com/your-savings-priority-list-what-to-fund-first-and-why-it-matters

Is your retirement plan built to weather any storm—or just hoping for the best? This episode of Financial Straight Talk with Jim Fox tackles the reality behind economic buzzwords like stagflation, why personal planning matters more than headlines, and how to prepare for unexpected life events that can derail your future. Learn why having a solid, customized plan is the key to meeting your retirement needs—no matter what the market or government does. Discover how to focus on what truly matters, avoid costly mistakes, and make confident decisions for your family. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

What if your retirement plan is quietly putting your nest egg at risk? In this episode, Frank and Frankie Guida break down why popular 401k strategies like target date funds and the classic 60-40 rule may leave you exposed to market downturns. Discover overlooked options for reducing risk, boosting returns, and making smarter choices as you approach retirement. Real stories and practical analysis reveal how a risk and return review can help you avoid costly surprises and take control of your financial future. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Are you making costly mistakes with your 401k without even realizing it? Financial advisor Abe Abich breaks down surprising new changes and overlooked strategies that could reshape your retirement plan. From caregiver credits and automated annuities to avoiding account overlap and streamlining your investments, this episode delivers practical insights for anyone approaching retirement. Discover how a 401k X-ray can reveal hidden risks and inefficiencies, and learn what steps you can take now to gain clarity and control over your financial future. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ethan Glasgow dives into why emotional control is critical during market volatility and shares actionable strategies for building a secure retirement plan. From mitigating inflation risks to understanding Social Security, he addresses common fears about outliving your savings. Discover why trusting the financial planning process and working with a professional can help you navigate uncertainty with confidence. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

In this episode of The Medics' Money Podcast, Tommy dives into Bitcoin with guest Dr. Fahim. Dr. Fahim, a GP and finance enthusiast, critiques the financial system, explaining the historical context and the current monetary practices that make Bitcoin valuable. They discuss Bitcoin's role as a store of value, its volatility, and its potential in a diversified investment portfolio. The conversation covers the broader economic impact of inflation, central banking, and the technological trends shaping the future of finance. This episode is a comprehensive guide for professionals looking to understand Bitcoin's place in the market and its potential impact on their financial strategies. Follow @thesecretdoc 00:00 Introduction to Medics Money Podcast 01:22 Guest Introduction: Dr. Fahim 02:23 Understanding Bitcoin and Economic Systems 07:56 The History and Evolution of Money 12:36 Inflation and Its Impact on Wealth 19:45 Investment Strategies and Portfolio Management 22:58 Bitcoin's Role in Modern Portfolios 32:06 Bitcoin's Dominance in the Market 32:29 Questioning Bitcoin's Valuation 34:47 Fundamental Properties of Bitcoin 35:05 Bitcoin's Role in Global Conflicts 37:02 The Value of Decentralisation 39:38 Bitcoin as a Store of Value 41:04 Bitcoin's Adoption and Volatility 46:07 Comparing Bitcoin to Traditional Investments 50:27 The Future of Bitcoin and Technology 54:57 Final Thoughts and Investment Advice

In this episode, we open up about the creative strategies we've discovered as female real estate investors to secure capital when traditional funding feels out of reach. We share our experiences with tapping into equity, refinancing, and leveraging our networks, along with creative financing options like seller financing and partnerships. Throughout our journey, we've learned the importance of community, due diligence, and strategic planning.We've found that accessing our own equity through refinancing or HELOCs and building strong networks has been key to uncovering creative financing options. Understanding return on equity (ROE) has helped us evaluate property performance, and partnerships have provided us with capital, though they require careful due diligence.Raising private money and exploring creative financing methods like seller financing have been game-changers for us, bridging funding gaps when needed. We've realized that community support is invaluable for sharing resources and advice, and regularly reviewing our portfolio's equity is crucial for strategic planning. These approaches have empowered us to make informed decisions and grow our investments with confidence.  Resources:Grab your seat for our webinar on November 17thCheck out Episode 197Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

CBRE Investment Management's Co-CEO and CIO, Adam Gallistel, offers insights on where real assets investors can find strong return opportunities in today's market. He discusses shifting strategies amid higher interest rates, alternative asset classes, the role of operational expertise and why Europe offers attractive relative value right now. Prioritize operations and asset selection: Gallistel emphasizes that “hope is not a strategy”—returns will come from income growth and strong asset selection rather than relying on market-driven cap rate compression. Diversification matters: Niche sectors like data centers and student housing offer non-correlated income streams and resilience compared to traditional “big four” asset classes. Europe looks compelling: Europe offers relative value and growth potential, making it an attractive complement to a U.S. property portfolio. Infrastructure and power are critical: CBRE IM is investing in solutions like battery storage and renewable energy to capitalize on growing demand for power in the digital economy. Overlooked markets show promise: Gallistel sees opportunities in U.S. Midwest real estate markets as supply dynamics shift.

We'd love to hear from you. What are your thoughts and questions?In this conversation, Jonathan Wells discusses the transition from active to passive real estate investing, emphasizing the importance of peace of mind and lifestyle choices in investment strategies. He highlights the challenges of being an active landlord and suggests that finding the right investment approach can lead to financial freedom and a more fulfilling life.Main Points:You don't need to recreate the wheel in investing.Active landlords face challenges like midnight phone calls.Peace of mind is crucial in real estate investing.Shifting to passive income can enhance lifestyle.Commercial syndication offers different opportunities.Investing should align with personal goals and lifestyle.Real estate can be a path to financial freedom.Understanding your investment style is key.Finding the right strategy can lead to success.Investing is not just about money, but also about life quality.Connect with Jonathan Wells:jon@abetterwayrealty.comhttps://www.linkedin.com/in/jonwellsrealtor/https://www.facebook.com/jonwells69/https://www.instagram.com/jonwells5280/

Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios. 00:00 Introduction 00:59 Key Takeaways from the New Orleans Investment Conference 01:39 Current Gold Market Analysis 04:55 Gold Price Predictions and Market Dynamics 13:52 Managing Risk in the Gold Market 18:39 Mergers and Acquisitions in the Mining Sector 21:22 Jurisdictional Considerations for Mining Investments 23:46 Investment Strategies for Senior Mining Companies 27:31 Opportunities in Exploration and Development 31:15 Monetary Reset and Future Gold Prices 34:31 Top Picks and Recommendations 36:12 Conclusion and Final Thoughts 39:54 Disclaimer and Cautionary Notes New Orleans Investment Conference Link: https://neworleansconference.com/ Brien Lundin's newsletter: https://goldnewsletter.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

This week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lingering uncertainty due to delayed economic data from the recent government shutdown, while Federal Reserve policy remains unclear, with rate cuts seen as a toss up ahead of December's meeting. With holiday shopping well underway, we discuss consumer trends, noting resilience despite crosscurrents like tariffs and inflation, with strong performance from major retailers and signs of a “K-shaped” economy. Overall, our current outlook suggests cautious optimism for 2026, supported by fiscal and monetary tailwinds.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key Wealth,George Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthBradley Thomas, Managing Director of Equity Research, KeyBanc Capital Markets 00:23 –The U.S. Mint has stopped producing pennies after 232 years due to high manufacturing costs, sparking discussion on its economic implications and impact on transactions.02:03 –The recent and historic 43-day government shutdown has finally ended. We discuss its impact, and the resulting delays in critical economic reports like unemployment claims, CPI, and retail sales, and its role in creating uncertainty across markets.06:18 – We highlight uncertainty around Federal Reserve policy and changes, potential December rate cuts, the lack of clarity due to missing data, and upcoming leadership turnover, including the president and CEO of the Federal Reserve Bank of Atlanta Raphael Bostic's planned retirement in February and Fed Chair Jerome Powell's term as Fed Chair ending in 2026.11:20 – Special guest Brad Thomas, Managing Director of Equity Research with KeyBanc Capital Markets, joins the podcast this week to discuss consumer resilience amid crosscurrents such as tariffs and inflation, noting strong performance from major retailers, bifurcation between affluent and lower-income consumers, and shifts in spending patterns toward home-related goods.16:09 –Our experts examine how tariff increases could affect holiday shopping, with potential price pressures in categories like toys, and how retailers are managing these challenges.19:02 –Rising delinquencies in credit cards and loans are rising concerns for lower-income consumers, while overall outlook remains cautiously optimistic thanks to anticipated fiscal and monetary stimulus supporting spending and investment opportunities.  Additional ResourcesRead: Higher Education Changes in Recent YearsPrepare: Top 10 2025 Year-End Planning Strategies for Business Owners Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

We've all been told to invest our hard-earned savings in “safe” or “logical” places — yet every investment seems to come with risk. But what if there was a way to secure your money in a protective financial vault that not only preserves your wealth but also helps it grow and compound, shielded from market volatility and government … Continue reading The “No-Risk” Investment Strategy: Build Lasting Financial Success – Part 2 | Episode 141 →

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Ever wondered how shifting market conditions and new retirement rules could impact your future? This episode unpacks the essentials of retirement planning, from Required Minimum Distributions and annuities to changes in 401(k) contributions and Social Security strategies. We explore why building multiple income streams is important and how to optimize benefits for long-term financial security. Additionally, we tackle a hot debate: Can AI tools rival human financial advisors when it comes to navigating complex retirement decisions? Tune in for insights that help you think smarter about your financial future. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early.01:38 John's Career Update04:21 Investment Philosophy and Challenges11:55 Market Insights and AI Discussion16:57 Infrastructure and Technological Shifts28:59 Tariffs and Economic Impact30:36 Legacy Companies in AI Infrastructure32:15 Cyclical Nature of Markets and Inflation33:29 Interest Rates and Economic Policies36:07 Pricing Power and Consumer Behavior43:56 AI Adoption and Market Potential48:36 Investment Strategies and Market History54:54 Conclusion and Final ThoughtsCompanies mentioned: APH, BIP, BN, CMG, INTC, NVDA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Conversation with potential client, in the market for an Osaka investment property - that will be eventually converted into a family home. Does this strategy work, and if so, how exactly? (Also - surprise interview at the end!)

You kept asking for it so here it is. Invest in yourself today: https://alux.app/offers/investment-strategies We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books

In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the types of alphas they look to provide systematic exposure to, from x-asset risk premia, to x-asset trend, to intraday- and vol-based strategies, and the evolution in investing client demand for these products.  Finally they discuss further product innovation potential, from leveraging LLMs to expanding investment markets.    Shownotes: Intraday options, levered ETFs and the retail investor with Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for QIS – Jul ‘25 Evolution of the Markets Structuring business with Rui Fernandes, Head of Structuring - Feb ‘25 QIS Developments and the use of LLMs with Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring – Nov ‘24 Extending the trend, with JP Morgan's Lead CTA Structurer with Jagadish Chalasani, Investible Indices team – Jun ‘24   This episode was recorded on 15th October 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

Female real estate investor Mtende Roll shares her story about transforming tiny house dreams into a construction empire in this WIIRE episode. Based in Graham, North Carolina, Mtende's journey demonstrates how strategic thinking and hands-on learning can lead to substantial wealth accumulation. Starting with a creative house hacking approach, Mtende built an Accessory Dwelling Unit (ADU) that generated additional income. Her diverse portfolio now includes storage facilities, commercial buildings, and 12 long-term rentals. By taking small construction jobs and gradually scaling, she developed a successful construction business alongside her real estate investments. As a woman in a male-dominated industry, Mtende emphasizes the importance of obtaining a General Contractor's license and understanding all aspects of the business. Her key strategies include starting small, being adaptable, and leveraging continuous learning. She reveals practical insights for female real estate investors, highlighting how entrepreneurs can create multiple income streams by combining investment and construction expertise. Mtende's story demonstrates that success comes from being willing to get hands-on, learn continuously, and take calculated risks. Aspiring investors can follow her journey on Instagram, gaining inspiration from her innovative approach to real estate and construction.  Resources:Grab your seat for our webinar on November 17thSimplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupFollow Mtende on InstagramMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

How do you build a sustainable sport investment portfolio in a market where commercial structures are still emerging?In this episode, Edem and Jabu are joined by MRM Sport Capital Co-founders Ian Briggs and Mokgatle Mokgatle to explore the rise of private equity in African sport. The conversation covers the story behind MRM Sport Capital, the rationale for a dedicated sport investment firm, and the structure of its portfolio. The episode also dives into KickID's rollout, product development approach, and how MRM identifies and acquires sport assets. The discussion closes with reflections on the future of sports finance and what will shape Africa's sport investment landscape in the years ahead.-------------------

After you listen:Read more about the benefits of having a financial plan in the article "5 Ways Financial Planning Can Help."Explore Schwab's education and resources around financial planning.In this episode of Financial Decoder, Mark Riepe is joined by Stephanie Shadel, senior wealth advisor at Schwab, to discuss the essential elements of making a new financial plan, focusing on navigating key financial decisions. They explore the importance of setting personal goals, the barriers that prevent individuals from creating a financial plan, and the necessity of honest assessment of your priorities and present situation. Stephanie shares her experiences with past clients and highlights the emotional aspects of initial choices that start the planning process.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal.​Past performance is no guarantee of future results.All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.1125-7H1W Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join us on Average Joe Finances as our guest Tim Townsend, a wealth management expert from Australia, shares his journey from growing up on a lighthouse to running a successful wealth management practice in Melbourne, managing assets worth $400-$500 million. The discussion covers the importance of financial literacy, understanding market volatility, and disciplined investing. Tim emphasizes the need for a sound financial plan, the significance of understanding inflation and real returns, and the value of investing in a diverse range of high-quality assets. In this episode:Take away how discipline—not intelligence—is the real key to long-term investing success.Recognize that financial independence isn't about retirement—it's about choice and control.Gain clarity on why diversification and consistency outperform risky, one-off bets.Absorb the value of mastering emotions and inflation awareness to protect your wealth.And so much more!Key Moments:00:41 Meet Tim Townsend: From Lighthouse to Wealth Management01:22 Growing Up on a Remote Island03:20 The Journey to Financial Planning05:53 Investment Strategies and Emotional Discipline12:38 The Importance of Financial Literacy14:19 Educating Clients on Volatility21:38 Real Estate and Diversification24:39 Understanding Inflation and Investment Returns25:12 Buzzsprout and Podcast Promotion25:49 Edit Pods: Elevate Your Podcast26:28 Historical Interest Rates and Inflation29:13 Financial Planning: Steps to Take37:10 The Final Round: Personal Insights39:50 The Importance of Regular Savings46:02 Where to Find More InformationFind Tim TownsendWebsite: https://www.timtownsend.com.au/LinkedIn: https://www.linkedin.com/in/tim-townsend-3114103b/Youtube: https://www.youtube.com/@TownsendCobainAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSend us a textSupport the show

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Collin Plume shares his journey into the world of precious metals, particularly silver, and discusses its significance as a wealth protection tool. He elaborates on the industrial uses of silver, its recent price surge, and the long-term investment strategies that can benefit investors. The discussion also touches on the role of central banks in the silver market and offers practical steps for new investors looking to diversify their portfolios with silver.Main Points: Collin's journey into precious metals began with his grandfather's gift of silver coins.Gold and silver are considered real money, unlike fiat currency.The demand for silver is driven by over 10,000 industrial uses.Recent price surges in silver are influenced by geopolitical factors and market sentiment.Investing in silver can provide a hedge against economic uncertainty.Central banks are increasingly buying gold and silver as a strategic investment.Silver's industrial demand is expected to grow, leading to potential shortages.Investors should consider the long-term value of silver rather than short-term fluctuations.Building a relationship with a trusted investment firm is crucial for new investors.Physical ownership of silver offers a tangible asset in an increasingly digital world.Connect with Collin Plume:https://www.linkedin.com/company/noble-gold-investments/posts/?feedView=allhttps://www.facebook.com/NobleGoldInvestments?mibextid=wwXIfrhttps://www.instagram.com/noblegoldinvestments?igsh=NTc4MTIwNjQ2YQ==X: @NobleGoldIRAhttps://www.youtube.com/@NobleGoldhttps://www.tiktok.com/@noblegoldinvestments

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 hereShould you keep your pension—or build your own?If you've left a teaching or public sector job to start a business or invest independently, the idea of commuting your pension can feel intimidating. Do you trade the safety net of a predictable income for the freedom (and risk) of building wealth your own way? In this episode, Jon and Kyle break down the mindset and math behind pensions—revealing what most people misunderstand about “guaranteed” security and how business owners can create their own version of it. Whether you're missing the comfort of a defined benefit plan or wondering if those “golden handcuffs” were ever worth it, this conversation reframes what financial certainty can really look like.You'll discover:The real rate of return behind traditional pensions—and why they're not as generous as they appear.How to replicate pension-like security using a well-structured, high–cash-value insurance policy or other conservative strategies.A practical framework for balancing growth, flexibility, and risk so you can build your own financial “floor” without sacrificing upside potential.Press play now to learn how to design your own pension-style safety net—and take control of your wealth on your own terms.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building lasting financial security in Canada starts with a clear Canadian wealth plan that integrates business ownership, financial planning, and tax-efficient investing. Through smart use of insurance, RRSP optimization, and corporate wealth planning, entrepreneurs can design a path toward financial independence Canada—balancing salary vs. dividends, managing personal vs. corporate tax, and leveraging investment strateReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Discover how Tim Fergestad went from studying the brain to building wealth through multi-family syndications in Arizona. In this episode of the AZREIA Show, Tim shares his journey from neuroscience to real estate, covering land wholesaling, fix & flips, and apartment investments. Learn how he overcame fear, built passive income, and created lasting partnerships in the real estate world.   Key takeaways: 00:48 Meet Tim Fergestad: From Neuroscientist to Real Estate Investor 01:26 Discovering Real Estate: The Journey Begins 03:16 The Science of Neuroscience 07:37 From Neuroscience to Real Estate: The Big Switch 12:36 Scaling Up: From Single Family to Multi-Family Investments 16:37 The Importance of Property Management 19:45 Transitioning to Syndications 23:34 Understanding Passive and Active Investors 24:13 The Importance of Personal Growth and Mindset 24:46 Mentorship and Learning in Real Estate 25:37 Creating and Managing Funds 26:47 Navigating Market Cycles and Investor Education 30:30 Sourcing and Closing Deals 33:39 Tax Advantages and Investment Strategies 42:56 Legacy and Long-Term Planning

In today's rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts and the growing importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping investors build resilience against inflation, rate shocks and other market disruptions.    In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season's most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify    

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 hereHow can you access the wealth trapped inside your corporation—without triggering a massive tax bill?Many successful Canadian business owners hit a surprising wall: their company's thriving, their retained earnings are healthy, and yet their personal dreams—like buying that dream home by the beach—feel just out of reach. You've done everything “right”: paid yourself a smart salary, minimized taxes, built up savings inside the corporation. But when it's time to use that wealth personally, the corporate veil suddenly feels like a barrier. This episode unpacks how to bridge that gap strategically, so you can enjoy the fruits of your business success without an unnecessary tax hit.In this episode, you'll learn:How to structure a “Wealth Reservoir”—a financial system that gives you liquidity and flexibility while keeping your money working inside your corporation.A powerful way to access corporate wealth personally using a high-cash-value life insurance policy and third-party leverage—without prematurely pulling money out and losing tax advantages.Why proactive “upstream planning” sets you up for financial freedom later—and helps you avoid reactive, last-minute decisions that cost you thousands in taxes.Press play now to learn how to unlock your corporate wealth and turn your business success into real-life financial freedom.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners seeking financial freedom in Canada can unlock powerful results by integrating corporate wealth planning with smart personal finance strategies. By building a wealth reservoir—a system that leverages corporate assets for liquidity and tax advantages—entrepreneurs can achieve both business grReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

Two back to back conversations with first time buyers, in the market for family homes, holiday homes & investment properties. How does it all work, how much does it all costs, and what should their first steps be?

What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retirees living life on their terms, and why understanding your own goals is the key to a fulfilling retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

In this week's episode podcast, we're diving into the pros and cons of various real estate investment strategies, including single-family vs. multifamily rentals, long-term vs. short-term rentals, and city vs. rural investing. We discuss the importance of understanding your own financial situation and the risks involved in real estate investing. This episode also highlights the value of community support, particularly through the WIIRE community, in navigating the complexities of real estate. We share personal experiences and insights, and encourage you to make informed decisions to leverage community resources for your biggest success!  Resources:Grab your seat for our webinar on November 17thSimplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupMake sure your name is on the list to secure your spot in The WIIRE Community Leave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this episode of Mining Stock Education, host Brian Leni welcomes Nicole Adshead-Bell to discuss the psychology of participants in the junior mining sector. Listen as Nicole shares her insights on the current state of the gold and copper markets, the importance of profit-taking, and the dynamics driving M&A activity. Learn how understanding investor behavior and market cycles can help you make more informed and profitable investment decisions in the mining sector. Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 25 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member. Notable quote from Dr. Adshead-Bell: " None of us can predict the top or the bottom, but I think behavioral characteristics in bull markets are very, very predictable.  There's been really interesting psychological studies done on this, people get more upset with their broker for selling a winning position too early than they do for holding onto a losing position. And you just think about how irrational that is." 00:00 Introduction 00:27 Insights on Precious Metals 00:45 Market Behavior and Investment Strategies 03:46 The Psychology of Selling and Profit Taking 08:42 Generalist Investors and Market Sentiment 18:29 Mergers and Acquisitions in the Bull Market 24:04 Understanding Incentive Compensation in Mining 25:12 The Aurion and Rupert Resources Deal 28:11 Copper Market Dynamics and Predictions 32:13 Challenges and Opportunities in Mining Companies 36:20 The Importance of Geologists in Mining 39:27 Financing Strategies in the Mining Sector 43:13 Investment Strategies and Time Horizons 45:33 Conclusion and Final Thoughts Nicole's website: https://www.cupeladvisory.com/about Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

From corporate executive to wealth and wellness visionary, Nancy Griffin's journey is a powerful example of what happens when women choose courage over comfort and clarity over perfection.In this episode, I sit down with Nancy, the founder of Women, Worth & Wellness®, to talk about the deep connection between health, wealth, and self-worth. Nancy's story began in the corporate world at Procter & Gamble, where she climbed the ranks but felt the pull toward something more meaningful. Her decision to leave corporate life and eventually create a space where women could lead, give, and grow with confidence has since impacted countless lives.What I love about Nancy's story is how honest she is about the turning points that shaped her. She speaks candidly about the advice that once held her back, the glass ceilings she pushed through, and the moment she realized that courage was the key to everything. From running for political office to stepping into entrepreneurship, Nancy shows us that reinvention is not just possible but essential for women who want to lead on their own terms.Throughout our conversation, Nancy shares practical wisdom that every woman should hear. She reminds us that wealth management is not simply about investments but about stewardship, confidence, and understanding the bigger picture of your life. Whether she's explaining how to build trust with advisors, start saving with whatever you have, or integrate health and wealth as one holistic journey, her insights are grounded, empowering, and deeply human.Nancy's perspective is a beautiful reminder that courage is the bridge between self-worth and success. This conversation will inspire you to step into your power, make bold financial decisions, and care for yourself as your greatest asset.Tune in to hear Nancy's incredible story and learn how to lead and live with more purpose, confidence, and joy.Chapters 

Luxembourg's Smart Investment Strategy Funds In-Space Manufacturing Platforms Bob Zimmerman John Batchelor and Bob Zimmerman discuss Luxembourg's smart investment strategy of using tax dollars as capital to invest in promising space companies. Luxembourg invested in Space Cargo, which, alongside French startup Comat, is developing the "bento box" orbital platform. This platform supports the rewarding cottage industry of manufacturing high-value products in zero or near-zero gravity. 1959

In this engaging conversation, Jim Cramer discusses the current state of the stock market, investment strategies, and the impact of AI on jobs. He emphasizes the importance of understanding individual stocks, the dangers of meme stocks, and the need for financial literacy. Cramer also addresses the economic divide in society and the misconceptions surrounding socialism and capitalism. He encourages listeners to view market corrections as opportunities and to invest wisely for a better financial future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)