Podcasts about investment strategies

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive market update 2025 recap and how lessons from last year can help investors confidently plan for retirement as we move into 2026. They reflect on policy changes, inflation trends, interest rate shifts, and how thoughtful portfolio risk management and managing market volatility can turn uncertainty into opportunity—especially for those focused on retiring comfortably and achieving true peace of mind.Listen in to learn about how disciplined retirement investment strategies, including diversification, the three bucket strategy, and proactive tax planning, help create a resilient retirement portfolio. Radon and Murs break down how peace of mind investing isn't about chasing returns, but about building systems that support income, growth, and stability—no matter what the markets bring—so you can confidently secure your retirement.In this episode, find out:How the Market update 2025 sets the stage for smarter investment strategies in 2026Why managing market volatility matters more than chasing high returns in retirementHow the three bucket strategy balances income, safety, and growth bucket investingThe role of tax efficient investing, including direct indexing strategy, tax loss harvesting, and capital gains planningHow alternative investments can reduce volatility and strengthen a long-term retirement portfolioTweetable Quotes:“If your portfolio is designed correctly, you don't have to sweat market corrections—you can still sleep at night and enjoy retirement.” — Radon Stancil“Peace of mind investing comes from managing risk and taxes, not swinging for home runs.” — Murs TariqFrom retirement planning basics and a practical retirement checklist to advanced strategies like direct indexing strategy and alternative investments, this episode ties together everything needed for effective planning retirement. Whether you're years away or already retired, these insights help you build confidence, reduce stress, and move closer to secure your retirement.Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

If you're a female real estate investor who feels stuck after your first few deals, this episode is your wake‑up call. This week we're joined by Jesse Dillon, who went from a salon owner to owning 50 rental units in just a few years. Together, we break down why so many women stall out between deals 3–5, why more books and podcasts aren't your problem, and how trying to do it all alone quietly kills your momentum.You'll hear real stories from women inside the WIIRE community who:Went from terrified of private money to raising $1.8M in 30 daysFunded their first flip and BRRRR using private and hard moneyLocked up a competitive 7‑figure deal in an expensive market by learning to move fastWe dive into imposter syndrome, fear of failing publicly, and the identity shift from “I'm trying to invest” to “I am a real estate investor and CEO.”Tune into Jessie's other WIIRE episodes:Episode 22Episode 149Episode 197If you've been learning nonstop but not taking action, this episode shows why community, accountability, and high‑level rooms are the missing piece for women in real estate.  Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupConnect with Jessie over 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

Episode Summary In this episode of the Work at Home Rockstar Podcast, Tim Melanson sits down with Lane Kawaoka, CEO of The Wealth Elevator, to unpack what wealthy investors do differently and why most traditional financial advice falls short. Lane shares his journey from engineering to full-time investing, explains how cash-flow real estate changed his trajectory, and breaks down the mindset shifts required as your net worth grows. This conversation digs into accredited investing, alternative assets, and why unlearning common money rules is often the key to long-term financial freedom. Who is Lane Kawaoka? Lane Kawaoka is the CEO of The Wealth Elevator, an experienced real estate investor, author, and podcast host who helps high-income professionals and entrepreneurs grow wealth through cash-flow real estate, private equity, and alternative investment strategies. After leaving his engineering career in 2018, Lane built a business centered on education, community, and smarter investing for accredited investors. He is also the author of The Wealth Elevator, where he outlines different "floors" of wealth-building strategies based on net worth and financial stage. Connect with Lane Kawaoka Website: https://thewealthelevator.com LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Email (General): team@thewealthelevator.com Email (Accredited Investors): lane@thewealthelevator.com Host Contact Details Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast X / Twitter: https://twitter.com/workathomestar Email: tim@workathomerockstar.com Timestamps 00:00 Introduction and Guest Welcome 00:29 Lane's Journey from Engineer to Real Estate Investor 03:12 Challenges and Lessons Learned 06:11 Networking and Building Wealth 11:05 The Wealth Elevator and Investment Strategies 14:35 Community and Networking Insights 22:17 Cash Flow and Real Estate Investing 25:07 Conclusion and Contact Information

We'd love to hear from you. What are your thoughts and questions?In this conversation, Kent Ritter shares his journey from a management consultant to a successful real estate investor, emphasizing the importance of family, partnerships, and strategic decision-making in business. He discusses the pivotal moment that led him to leave the corporate world, the lessons learned while scaling his multifamily business, and the significance of bringing property management in-house. Kent also highlights the value of hiring the right people and creating a strong company culture, as well as innovative approaches to property renovations.Main Points:The decision to leave a corporate job was driven by a desire for family time.Scaling a business requires effective partnerships and delegation.Long-term thinking is crucial in real estate investments.Bringing property management in-house can enhance performance.Hiring the right people is essential for business success.Company culture should align with core values.A one-day renovation process can be efficient and cost-effective.Understanding risk-adjusted returns is key to successful investing.Avoiding bad deals can save significant money in the long run.Success in real estate often comes from steady, incremental growth.Connect with Kent Ritter:kent@hudsoninvesting.comhttps://hudsoninvesting.com/https://www.linkedin.com/in/kentritter/https://www.instagram.com/ritteronrealestate/ https://www.youtube.com/@ritteronrealestate495

Send us a textWhat separates the enduring capital raisers from the ones who fade?In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns.An honest roadmap for founders learning how to build sustainable trust under pressure.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#Entrepreneurship #InvestorLessons #CapitalRaising #Leadership #FamilyOfficeClubhttps://familyoffices.com/

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 a business owner who technically has freedom—but still can't take a random Friday off without guilt or cash flow stress?Too many Canadian entrepreneurs feel like prisoners to their own businesses. You built your company to escape the grind, yet you're still chasing invoices, sweating over tax bills, and wondering if you'll ever feel actually free. This episode dives deep into what real financial freedom looks like—not someday at 65, but today—with systems that let you own your time, not just your job. Whether you're trapped by cash on the sidelines, stuck in short-term tax thinking, or overly reliant on the "retirement pile" myth, it's time to reset your strategy.Listen now to learn:The two essential "flywheels" every business owner must build—and why ignoring one keeps you stuck.How to escape four hidden money traps, including the CRA tax drag and corporate liquidity pitfalls.Why true financial freedom is about control, not accumulation—and how to design for it now, not later.Press play to rethink freedom, reclaim your time, and start building a business that works for your life—not the other way around.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 entrepreneurs seeking financial freedom often find themselves caught in hidden money traps that stall cash flow and wealth building. This episode of Canadian Wealth Secrets dives into powerful financial strategies tailored for business owners—covering everything from corporate wealth planning and tax-efficient investing to optimizing RRSP room and choosing between salary vs dividends in Canada. We unpack how to align your financial vision with practical tools like the iReady 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.

Tripp Limehouse delves into the concept of financial independence, emphasizing that it goes beyond just accumulating wealth. They discuss the emotional aspects of retirement, the importance of creating income and distribution plans, and the role of passive income in achieving financial stability. The conversation also covers retirement savings trends, the transition from accounts to plans, and the significance of estate planning. Additionally, they highlight the importance of catch-up contributions, navigating hardship withdrawals, and preparing for healthcare costs in retirement. The episode concludes with a focus on long-term care planning and the necessity of having a comprehensive retirement plan. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Tripp Limehouse discusses the financial challenges faced by baby boomers as they approach retirement. He highlights common financial missteps, the importance of proper planning, and the role of social security in retirement income. Tripp emphasizes the need for a comprehensive financial strategy that includes understanding social security benefits and avoiding reliance solely on them. The discussion also touches on the Green Line Principle as a safe money strategy for retirement planning. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this episode of Disruption/Interruption, host KJ sits down with Chris Dolezalek, Executive Vice President of R&D at Hum Capital. Chris shares his journey from Silicon Valley’s most highly funded startup to leading innovation in venture capital. He discusses the flaws in traditional VC, the power of resilience, and how technology and human insight are reshaping funding for diverse founders. Listeners will hear hard-won lessons from the edge of chaos, stories of near-failure and rebirth, and practical advice for founders seeking capital in uncertain times. Four Key Takeaways: Resilience is Essential [29:46]Chris emphasizes the importance of getting up after setbacks, sharing the Japanese saying, “Get knocked down seven times, get up eight,” and how resilience is a key trait for founders. Venture Capital Needs Disruption [8:15]Traditional VC relies on personal networks and outdated data, often excluding minority and female founders. Hum Capital is using real-time financial data and AI to democratize access to funding. Human Insight Complements AI [19:35]While AI can flag promising companies, Chris explains the need for human judgment—what he calls “AI whispering”—to make the best investment decisions. Learned Resilience and Growth [36:05]Chris introduces the concept of “learned resilience”—not just bouncing back, but learning from setbacks to come back stronger and smarter. Quote of the Show (32:52):“The truth about software is the Milli Vanilli effect. You don’t have to be able to sing. You just have to look good.” – Chris Dolezalek Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Dolezalek: LinkedIn: http://www.linkedin.com/in/chrisdolezalek Company Website: https://humcapital.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

*Previously aired episode* Ryan Tseko, Executive Vice President of Cardone Capital, shares insights from managing a 15,000-unit portfolio valued at over $1.6 billion. Drawing from his unique journey from commercial airline pilot to Grant Cardone's right-hand man, Tseko discusses their strategy of combining fixed-rate financing with 10-year hold periods to weather market cycles. He reveals details about their innovative approach of bundling Bitcoin with multifamily investments, their focus on simple fee structures, and their success in raising capital from 18,000 retail investors. Tseko also provides candid perspectives on current market opportunities, particularly in acquiring assets below replacement cost, and explains why they're choosing to buy deals all-cash in today's high interest rate environment. Ryan Tseko | Real Estate Background Cardone Capital Based in: Miami Say hi to them at: ⁠www.cardonecapital.com Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever notice how spending money in your business can feel strangely loaded, like you're supposed to know the “right” number, the “right” time, or the “right” formula, even though no one ever actually taught you how to make those decisions? In this episode, I'm joined by Kickstart Accounting CEO and co-founder Danielle Hayden for a grounded, refreshing conversation that takes the pressure off your finances and puts clarity back in the driver's seat. Danielle breaks down the psychology behind spending, the expense categories every entrepreneur should understand, and the simple percentages that make decision-making feel less emotional and more strategic. We talk about navigating different seasons of life and business, why permission to invest is often the turning point for growth, and how to shift from “I'm not a money person” to “I can absolutely learn this.” If you've been craving structure, confidence, or a healthier relationship with your numbers, this episode will help you see spending as a tool, not a test, and step more fully into your CEO role. Today you'll hear:02:48 – How Danielle's journey from corporate CFO to entrepreneurship reshaped her mission around helping women feel empowered with their money05:48 – The hidden money narratives entrepreneurs bring into business and why so many feel intimidated by their numbers06:48 – Why reducing expenses isn't the path to profitability and how spending should reflect your actual goals08:48 – The major business spending categories explained (plus the healthy percentage ranges to aim for)10:48 – When to invest in expert support, how to use operating costs to buy back time, and what shifts as you approach six figures12:48 – A real client case study showing how spending evolves across growth, personal life changes, and different business seasons15:48 – The power of quarterly planning and why long-term goals must stay flexible in a changing world17:48 – The most common limiting belief around money and Danielle's reframe that helps entrepreneurs stop seeing finances as a personal flaw19:48 – How the 48-Hour Rule keeps you from impulse investing and brings your decisions back into alignment20:48 – Danielle's non-negotiable business expense (and why no entrepreneur regrets hiring the right help)21:48 – Her top recommended money resources and the advice she'd give her younger entrepreneurial self CONNECT WITH DANIELLE:Website: http://www.kickstartaccountinginc.comInstagram: @kickstartaccounting 

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 unknowingly turning your RRSP into a massive tax bill instead of a wealth-building tool?Most Canadians — especially incorporated business owners — obsess over contributing to their RRSPs but give almost no thought to how that money comes out. Without a clear withdrawal plan, years of disciplined saving can result in forced withdrawals, top tax brackets, and a painful handoff to the CRA later in life. This episode reframes RRSPs not as a “set it and forget it” account, but as one moving part in a much bigger wealth system that needs intention, timing, and strategy.In this episode, you'll discover:How to use low- or no-income years to strategically draw down your RRSP before forced withdrawals kick inHow leverage strategies can offset RRSP taxes while increasing access to capital and preserving net worthWhy delaying other income sources like CPP and OAS can dramatically improve your overall tax efficiencyPress play now to learn how to turn your RRSP from a future tax liability into a flexible, intentional part of your long-term wealth system.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 for business owners goes far beyond saving—it's about aligning RRSP optimization, meltdown strategies, and tax-efficient investing within a clear financial system. By understanding personal vs corporate tax planning, salary vs dividends in Canada, and how to structure financial buckets across RRSPs, corporations, real estate, and non-registered investments, entrepreneurs can reduce income tax while building long-term wealth. Thoughtful retirement planning tools, capital gains strategies, and passive income planning support financial 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.

Mark Cuban has spent decades as a serial entrepreneur and investor, with one of the best track records on the planet (including celebrity status on ABC's Shark Tank). In this episode of Pioneers of AI, Cuban joins host Rana El Kaliouby for a wide-ranging conversation about whether we are in an AI bubble, how he's applying his investment philosophy to AI, and why the AI world is tending to excite him less and less each day.Learn more about Pioneers of AI: http://pioneersof.ai/Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Cuban has spent decades as a serial entrepreneur and investor, with one of the best track records on the planet (including celebrity status on ABC's Shark Tank). In this episode of Pioneers of AI, Cuban joins host Rana El Kaliouby for a wide-ranging conversation about whether we are in an AI bubble, how he's applying his investment philosophy to AI, and why the AI world is tending to excite him less and less each day.Learn more about Pioneers of AI: http://pioneersof.ai/Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation, Ian Jimeno, a single-family investor and realtor in Denver, shares his journey into real estate investing, focusing on house hacking as a strategy to reduce living costs. He discusses the Denver real estate market, highlighting its attractiveness for out-of-state investors and the potential of assumable loans as a solution for buyers facing high interest rates. Ian emphasizes the importance of education for both investors and retail buyers to navigate the complexities of the market and financing options.   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   —--------------------

What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

This week, we are having an honest and heartfelt conversation about the sacrifices that come with building a life through real estate investing. We reflect on our individual financial journeys and the lifestyle changes we made early on—living below our means, rethinking spending habits, and strengthening our personal financial foundations before taking on larger investments. We share what it looked like during our DIY era, the risks we embraced as entrepreneurs, and the lessons we learned by building something from the ground up. While those seasons required hard choices, they also clarified our values and helped us align our lives with what truly mattered.We also talk about the rewards that come from those sacrifices and how intentional living has allowed us to create both financial freedom and personal fulfillment. We discuss the motivation that comes from milestones like receiving a first rent payment, the importance of community and surrounding ourselves with like-minded women, and why sacrifice doesn't have to mean a joyless life. Travel, self-care, and finding joy in small moments remain priorities for us, even as we continue to grow. Ultimately, this episode is a reminder that it's okay to quit, pivot, and try again—and that with patience, alignment, and support, real estate investing can lead to a life that feels purposeful, balanced, and deeply rewarding.  Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupGrab our property management checklistMake 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 Private Markets 360°, we welcome Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry. Credits:  Host/Author: Christina McNamara and Jocelyn Lewis Guests: Adam Kanter, Mayer Brown Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence

หนังสือ Guide to Investment Strategy ของ Peter Stanyer - กลยุทธ์การลงทุนแบบง่าย ๆ ก็คือ ให้ลงทุนในสินทรัพย์ที่มีผลตอบแทนมากกว่าเงินเฟ้อ - แต่บางช่วงเวลาเงินเฟ้อนั้นมากกว่าการลงทุนเกือบทุกสินทรัพย์ แล้วแน่นอนว่ามันก็ต้องรับความเสี่ยงได้มากกว่า - จัดสรรความเสี่ยงด้วยตะกร้าใส่ไข่ไว้หลาย ๆ ที่ ไม่เอาชีวิตไปฝากไว้ที่เดียวทั้งหมดโดยเด็ดขาด - คนเรามักจะขี้เกียจหาความรู้ แล้วก็ไปพึ่งพากองทุนทั้งหมด ซึ่งในความเป็นจริงเราจำเป็นต้องศึกษาควบคู่กับการลงทุนกองทุนด้วย - ไม่มีอะไรที่ไม่เสี่ยง ชอบมีคนพูดว่าการลงทุนมันเสี่ยง แต่ความจริงแล้วการไม่ลงทุนอะไรเลยเสี่ยงมากกว่าเยอะ

From mining Bitcoin as a PhD student to running four funds across Asia and beyond — Jademont Zheng of Waterdrip Capital shares why BTCFi, AI, and public equity are the next wave.Zheng breaks down the essentials for anyone tracking crypto venture capital in Asia.

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Zach Fredericks, Principal at Primary Venture Partners, an early-stage VC firm that focuses on B2B SaaS, fintech, health, devtools, built world, and supply chain. In this conversation, Santosh and Zach discuss Zach's unexpected entry into supply chain and venture capital, detailing his experiences at Loadsmart and BlackRock. The discussion highlights the pandemic's impact on supply chains, emphasizing the need for resilience and adaptable solutions. Zach underscores the importance of decision intelligence and data interoperability, predicting a shift from EDI to APIs. He also discusses investment trends, advocating for near-shoring and expressing optimism about the trucking industry's future. The episode offers valuable insights into supply chain innovation and investment opportunities and so much more! Highlights from their conversation include:Overview of Primary Ventures (1:17)Zach's Background in Supply Chain (2:42)Macro Thesis from Pandemic Insights (4:46)Surprises in Software Adoption (6:55)Opportunities for Entrepreneurs (9:03)Decision Intelligence Importance (12:07)AI's Role in Supply Chain (14:48)Investment in Lyriq (19:01)Advice for Founders in Supply Chain (22:20)Investment Strategies in Supply Chain (23:48)Business Model Viability (25:01)This or That Segment: (26:27)Final Thoughts and Takeaways (27:05)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation. 

In this CISOP episode of CSO Perspectives, Host Kim Jones sits down with John Funge, venture capitalist at DataTribe, to explore how investors view the cybersecurity landscape. Kim reflects on the tension between innovation, profit motives, and the real needs of security practitioners—raising questions about whether the industry prioritizes mitigation over true solutions. John offers a candid look inside the VC decision-making process, breaking down how teams, market fit, and long-term defensibility shape investment choices. Together, they examine how founders, investors, and CISOs can better align to drive meaningful, effective security innovation. Want more CISO Perspectives? Check out a companion ⁠⁠blog post⁠⁠ by our very own Ethan Cook, where he breaks down key insights, shares behind-the-scenes context, and highlights research that complements this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Claire Kasaian, the community director at Zinc Financial, discusses the unique position of Zinc in the California real estate market, focusing on one to four unit properties. She shares insights on investor strategies, the rise of ADUs, and the shift towards ground-up construction in response to the affordable housing crisis. Claire also provides an overview of home prices in California, particularly in Fresno, and explains the different types of loans available for real estate investors, including fix and flip and bridge loans. The conversation highlights the diverse profiles of investors in California and the current dynamics of the housing market.   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   —--------------------

What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, and overlooked details can derail your intentions. Discover why a true financial plan goes beyond products and investments, and why ongoing communication is key to ensuring your money does what you want—now and for generations to come. 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 the money you worked decades to earn ends up sitting still when it should be fueling your future? In this episode, Frank and Frankie Guida unpack why so many retirees leave rollover funds idle, how fear and complexity lead to costly inaction, and what thoughtful allocation can do for long‑term stability. They explore real scenarios, risk‑tolerance planning, and strategies that help align investments with personal comfort levels. A clear look at making your retirement money more purposeful—without unnecessary complication. 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.

In this episode, we sit down for a year-end audit of our real estate portfolios and have an honest conversation about what's working, what's creating stress, and where we need to make changes. We talk about why prioritizing our bookkeeping and truly understanding our numbers is essential to making confident decisions, and how identifying our most stressful properties often reveals deeper issues tied to systems, tenant management, or profitability. By breaking things down property by property, we're able to evaluate not just financial returns, but also the return on our time and energy.We also share personal experiences around tenant screening, managing properties more efficiently, and experimenting with different management strategies to find what best supports our goals and lifestyles. Throughout the conversation, we emphasize the importance of regularly reassessing our portfolios, setting clear investment goals for the future, and leaning into community for support, perspective, and shared strategies. This episode is a reminder that successful real estate investing isn't just about growth—it's about building a portfolio that feels aligned, sustainable, and empowering.  Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupGrab your free Property Management ChecklistDownload our free SOP TemplateMake 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

Financial freedom isn't built by luck — it's built by choice, clarity, and courage. In a world filled with economic uncertainty, confusing advice, and ever-changing markets, learning how to negotiate your financial future has never been more important. It requires more than simply earning or saving; it demands strategy, mindset, and the confidence to make informed decisions.   In this episode, Cindy Watson welcomes Frank Buchholz, to explore the powerful theme of Negotiating Your Financial Future. With more than four decades of experience as a seasoned financial advisor, Frank has dedicated his career to helping individuals and families build lasting financial security. Now retired from active advising, he continues that mission through education and authorship, guiding even more people toward smarter financial decisions.   As the author of The Investor's Golden Playbook: 12 Rules for Achieving Real Wealth, Frank brings practical wisdom, timeless principles, and real-world insights to the conversation. In this engaging interview, Cindy and Frank unpack how to think strategically about money, negotiate smarter financial choices, and create a future built on confidence, clarity, and real wealth.   Tune in as we unpack:   The importance of negotiating our mindset for financial success. How to move past the fear of investing? Why investment decision is a form of negotiation. Tips for how to look for a really good advisor. The mistakes people make in investing. And many more!   Learn more about Frank Buchholz:   Check out Frank's book: The Investor's Golden Playbook: 12 Rules for Achieving Real Wealth   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you.   Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Website: www.practicingwithpurpose.org Facebook: https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ X(Twitter):  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email: cindy@womenonpurpose.ca

ปี 2026 แนวโน้มของแต่ละสินทรัพย์จะเป็นอย่างไร? เทรนด์ที่เกิดขึ้นมาแล้ว จะยังดำเนินต่อไปหรือไม่? สินทรัพย์ไหนจะขึ้นมาเป็นผู้ชนะคนใหม่? หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี #WealthMeUp #ให้เงินทำงาน #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #หุ้นเทคฯ #หุ้น #AI #ทอง #ลงทุน คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

Asian equities opened higher, tracking Friday's gains in US stocks that helped intensify bets for a strong finish to the year. Hopes for a year-end rally have grown as dip buyers late last week helped equities recover from a slide driven by doubts over AI exuberance and the scope for Federal Reserve easing. We heard from to Vasu Menon, Managing Director for Investment Strategy at OCBC. He spoke to Bloomberg's Annabelle Droulers. Plus - Moore Threads Technology Co. introduced a new generation of chips aimed at reducing artificial-intelligence developers' dependence on Nvidia Corp.'s hardware, just weeks after pulling off one of the most successful Chinese IPOs in years. For a macro outlook on Chinese equities, we heard from Yan Wang, Macro Chief EM and China Strategist at Alpine. He spoke to Bloomberg's David Ingles.See omnystudio.com/listener for privacy information.

ตลอด 3 ปีที่ผ่านมา หนึ่งในตลาดหุ้นที่ร้อนแรงที่สุดคงหนีไม่พ้น ‘หุ้นสหรัฐฯ' โดยเฉพาะกลุ่มเทคโนโลยี...ความร้อนแรงของหุ้นเทคฯ จะโตไปถึงจุดไหน กำลังเจอกับภาวะฟองสบู่หรือไม่ กลยุทธ์การลงทุนควรเป็นอย่างไร? หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี #WealthMeUp #ให้เงินทำงาน #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #หุ้นเทคฯ #หุ้น #AI #หุ้นสหรัฐฯ คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

A single question ignites this week’s conversation: Can you really live on investment income alone in retirement? In this episode from this past weekend’s radio show, Abe Abich breaks down why income planning isn’t one‑size‑fits‑all, how risk should shift as you approach retirement, and what consolidation, diversification, and tax‑smart strategies can mean for long‑term stability. He also explores Roth opportunities, rebalancing habits, and the mindset change needed when moving from saving to spending. A focused, practical discussion for anyone navigating the transition into retirement’s “phase two.” 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.

ทำไม ‘หุ้น' และ ‘ทองคำ' ถึงร้อนแรงพร้อมกัน? แล้วเราควรจะจัดพอร์ตลงทุนอย่างไร เพื่อรับมือกับสถานการณ์ถัดจากนี้  หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี  #WealthMeUp #ให้เงินทำงาน  #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #ทองคำ #หุ้น #จัดพอร์ตการลงทุน คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

Peter Schiff forecasts an imminent Bitcoin crash, critiques Trump's economic policies, and highlights the surging silver market in this episode of The Peter Schiff Show.The Peter Schiff Show Podcast - Ep 1054In this episode of The Peter Schiff Show, Peter Schiff dives deep into the implications of Silver's recent surge and the ominous signs of an impending Bitcoin collapse. With keen insights, he critiques the current economic landscape shaped by Trump's policies and discusses the ramifications of AI and automation on the job market. Schiff questions the reliability of government statistics, emphasizing the looming risks of inflation and the realities of the labor market. He also warns listeners about the dangers of understanding the cryptocurrency market, urging them to reconsider their investments in light of potential economic turmoil. This episode embodies Schiff's unwavering commitment to revealing the truth behind financial markets and advocating for sound investment strategies.Chapters:00:00 Introduction and Opening Remarks00:54 Holiday Plans and Podcast Schedule03:24 Silver Market Analysis07:49 Gold and Silver Investment Advice11:09 Jobs Report and Inflation Data22:18 Trump's Economic Policies and Critique33:41 AI and Automation Discussion34:59 The Flawed Logic of Anti-AI Sentiment35:50 Bernie Sanders and the AI Debate37:25 Trump's Media Ventures and Financial Maneuvers44:39 The Looming Bitcoin Crash50:38 Investment Strategies and Market Predictions59:31 Supporting Independent Music01:03:24 Final Thoughts and Holiday WishesFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#BitcoinCrash #SilverInvestment #EconomicPoliciesOur Sponsors:* Check out FRE and use my code LISTEN20 for a great deal: https://frepouch.com* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy

Kara and Scott take questions from listeners about how they manage their money, how to fix the American tax system, and which public policy would help the greatest number of people.  Plus…all the audience suggestions for Kara's next tattoo. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tripp Limehouse discusses the importance of a balanced approach to retirement planning, emphasizing the need for both enjoyment and savings. He highlights the significance of having a comprehensive income and distribution plan, understanding social security benefits, and the value of professional financial advice. The conversation also touches on the various retirement accounts and strategies for maximizing financial security in retirement. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this episode of the Jon Sanchez Show, the Jon Sanchez, Dwight Millard and Cory Edge discuss various strategies for profiting from real estate without owning property. They explore private lending, lease options, and the potential of real estate within retirement accounts. The conversation also touches on the stock market's recent fluctuations and mortgage market insights, emphasizing the importance of understanding risks and having a solid team in place for successful investments.Chapters00:00 Introduction and Holiday Greetings01:44 Understanding Real Estate Profitability05:54 Exploring Real Estate Investment Strategies10:17 Market Update and Economic Indicators12:23 Diving into Real Estate Without Ownership19:56 Understanding Tax Benefits in Real Estate20:38 Wall Street's Approach to Real Estate21:03 The Lease-to-Own Strategy23:33 Master Leasing for Profit27:47 Corporate Real Estate Strategies29:47 Investing in Real Estate through Retirement Accounts32:08 Disclaimer

เจาะทิศทางเงินเฟ้อโลก กำลังไปทางไหน? และจะกระทบต่อเงินในกระเป๋า รวมถึงพอร์ตการลงทุนของเราอย่างไร หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี  #WealthMeUp #ให้เงินทำงาน  #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #เงินเฟ้อ #จัดพอร์ตการลงทุน คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

Two back to back conversations with first time buyers in Japan - the first looking to build an investment property portfolio and wondering what his rights as a landlord are - and the second looking for super-cheap akiya (abandoned/ vacant homes) in the countryside and wondering how one goes about acquiring and managing those.

In this episode we discuss the resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*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 hereAre you sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner?So many incorporated business owners believe they're “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis paralysis. This episode unpacks the real reason business owners think they're invested when they're not, why this misunderstanding creates missed opportunities year after year, and how over-focusing on finding the “perfect” investment stalls real progress. You'll hear what 400+ conversations with business owners revealed about risk, liquidity, and the mental blocks that keep money on the sidelines instead of building long-term freedom.You'll learn:Why your perceived investment risk profile often doesn't match your actual asset allocation — and how to fix itA simple framework for deciding how much cash to keep liquid versus how much to put into diversified, productive assetsThe small, consistent steps that reliably move retained earnings into growth without overwhelming complexity or added stressPress play to learn the most important wealth-building lesson business owners need before stepping into 2026.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 2025 face unique financial planning challenges, from managing cash flow and overcoming analysis paralysis to balancing investment strategies across multiple financial buckets. A strong Canadian wealth plan brings together diversification, risk management, and tax-efficient investing to support financial freedom in Canada—whetReady 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.

In this episode of Mining Stock Education, host Bill Powers interviews David Erfle from Junior Miner Junky. They discuss David's journey in the mining stock sector since 2003, covering his early successes, lessons learned, and strategies for managing investment portfolios in junior mining stocks. Topics include the importance of risk management, the significance of transparency in newsletters, insights on specific companies like Montage Gold, Vizsla Silver, Discovery Silver, and trends in the mining industry. David shares his experiences of navigating market cycles, taking profits, and reinvesting in promising opportunities. The episode is packed with valuable advice for investors interested in multiplying their wealth through junior miners. 00:00 Introduction 00:48 David Erfle's Journey in Junior Mining 01:35 Building Wealth Through Junior Miners 02:38 The Launch of JMJ Newsletter 04:13 Navigating Market Challenges and Opportunities 05:18 Investment Strategies and Portfolio Management 15:08 Silver Market Dynamics and Predictions 24:47 Discussing Recent Company Deals 25:14 Lessons from Past Investments 26:42 Strategies for Holding or Selling Stocks 28:00 Reflecting on Investment Mistakes 29:44 The Importance of Risk Management 31:22 Humility and Experience in Investing 33:32 Anecdotal Gold Stock Peak indicator David's website: https://juniorminerjunky.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. 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/

In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Sherina Hosein, owner of PSGN Capital Partners. Sherina discusses her multifaceted career in real estate, focusing on the multifamily asset class and the importance of networking. She shares her journey from investment banking to real estate investments, emphasizing the need for confidence and resilience in entrepreneurship. The conversation highlights the significance of relationships in the industry and the mindset required to succeed.   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   —--------------------

Video of this episode is here TakeawaysThe 2026 sector outlook provides insights into consumer spending trends.Second order thinking is crucial for understanding market dynamics.Walmart's strategic positioning highlights the importance of being a tech company.Sustainability initiatives can lead to profitability in retail.AI is reshaping consumer behavior and retail strategies.Navigating tariffs requires strategic planning and adaptability.Advanced manufacturing techniques are revolutionizing sustainability efforts.Investment strategies must consider timing and market inflection points.Change management is essential for businesses adopting AI technologies.The future market outlook for 2026 suggests potential volatility but also growth opportunities. Chapters00:00 Connecting the Dots: Insights from Experience03:58 The Evolution of Retail: AI and Market Strategies07:54 Navigating Consumer Preferences: Lessons from Starbucks and Beyond10:43 Resilience in Business: Learning from Failures15:09 Cultural Insights: The Impact of Geography on Business18:19 Innovations in Sustainability: The Future of Apparel21:13 Investing in the Future: AI and Market Trends24:52 Beverage Trends: The Shift in Consumer Habits26:39 The Ritual of Chocolate and Consumer Behavior29:52 AI's Impact on Investment and Business Models32:57 Transforming Workflows with AI36:34 Lightning Round: Insights and Reflections41:56 AI's Role in Daily Life and Future Outlook

What if a single decision could make or break your retirement dreams? This episode dives into the unpredictable world of retirement planning—exploring how to protect a windfall, diversify investments, and secure guaranteed income. Discover why the right strategy isn’t one-size-fits-all, and learn how to prepare for the unknowns of market volatility, inflation, and taxes. Real stories and practical advice reveal how to build a resilient retirement plan that fits your life, not just your numbers. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

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 episode, real estate CPA Katie Ripp joins us to reveal crucial tax strategies for female real estate investors. Katie debunks persistent myths—like the need for an LLC for more deductions—and explains why understanding depreciation is vital to avoid costly mistakes. She breaks down how to qualify for Real Estate Professional (REP) status and leverage it to offset income, details the “short-term rental loophole” for maximizing Airbnb tax benefits, and simplifies the 1031 exchange for deferring capital gains taxes. Whether you're overwhelmed by taxes or seeking proactive strategies, Katie offers clear, practical advice to stay organized and optimize your wealth. Listeners will also learn about the ongoing support and resources available through the WIIRE Community's quarterly CPA calls, designed specifically for real estate investors. If you're ready to master the tax game and grow your portfolio with confidence, this episode gives you the knowledge and encouragement you need.   Resources:Simplify how you manage your rentals with TurboTenantGet in touch with Envy Investment GroupConnect with KatieMake 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

ProShares' Simeon Hyman believes the A.I. bubble risks to markets are overblown. He argues the tech sector and SPX have cheaper valuations than they did at the height of the dot com bubble in 1999, backed by significantly better profits. When it comes to setting up your portfolio for 2026, Simeon highlights his firm's ETFs and strategies to consider. He explains a range of assets, from crypto-centric ETFs to one that focuses on the SPX without technology. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Daniel Solin joins Travis to explain why most investors are overcomplicating things and quietly lighting their wealth on fire. A former Wall Street attorney who spent decades representing clients burned by bad brokers, Daniel became a New York Times bestselling author of the “Smartest” series of investing books and now focuses on helping ordinary people outperform most professionals with a no‑nonsense, low‑cost strategy. On this episode we talk about: How 30 years as a securities lawyer opened Daniel's eyes to how often brokers harm clients while putting their own commissions first Why most “experts” don't actually know how to beat the market—and why the real experts are the researchers publishing peer‑reviewed data, not pundits on TV The core strategy: broad‑market index and ETF investing, keeping fees ultra‑low, not timing the market, and doing as little trading as possible Red flags when hiring an advisor, including complex portfolios, stock‑picking, market‑timing promises, and products stuffed with hidden costs and conflicts How to think about crypto, real estate, and other speculative plays versus your core, set‑it‑and‑forget‑it retirement portfolio Top 3 Takeaways Most people don't need an advisor or a complex strategy; owning low‑cost, globally diversified index or ETF funds and leaving them alone will beat the vast majority of active managers over time. Fees, turnover, and advisor conflicts quietly erode returns; simple, transparent portfolios almost always outperform complicated, high‑fee “genius” strategies. Treat speculative assets like crypto or concentrated real estate deals as gambling with a small slice of your net worth—never as the foundation of your long‑term financial security. Notable Quotes “Investing is really simple: do as little as possible, ignore almost everything you see in the financial media, and capture the total return of the market at the lowest possible cost.” “Wall Street has a vested interest in making investing look complicated so you feel forced to use them—even though complexity usually just means higher fees and lower returns.” “If you buy one broad stock‑market fund and a short‑term Treasury fund in your 30s, then barely touch it for decades, you'll likely beat 95% of professionally managed money.” Connect with Daniel Solin: https://danielsolin.com ✖️✖️✖️✖️

In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick discusses his 40-year investment journey, highlighting his approach to oil stock allocation. He explains his strategy of persistence, tenacity, and focusing on high-quality people. Rick reveals his preferences for US and Canadian oil stocks, providing specific stocks he holds in his portfolio. He also touches on his views on opportunity cost, the importance of valuation, and his personal rules for investing in junior miners. Additionally, Rick discusses his thoughts on the precious metals sector, government involvement in private industry, and future investment plans. The episode concludes with insights into the Rule Symposium and its value for investors. 00:00 Introduction 00:41 Rick Rule on Investment Strategies 03:23 The Hate Trade Strategy 04:57 Valuation and Selling Strategies 07:44 Opportunity Cost and Market Predictions 11:25 Common Mistakes in Speculation 17:38 The Role of Newsletter Writers 25:30 Government Funding and Market Impact 29:16 Rick's Exit Strategy with Sprott 29:36 Sprott's Unique Investment Opportunities 30:58 Rick's Stock Transactions and Regulatory Challenges 31:39 Sprott's Future and Market Growth 34:05 Rick's Permanent Portfolio Holdings 37:24 Rick's Oil Investments and Preferences 42:49 Merging Companies in the Precious Metals Sector 45:32 Fresnillo's Strategic Moves Beyond Mexico 49:49 Rick's Insights on Mexican Mining Operations 50:50 Rick's Symposium and Free Resources 54:48 Conclusion and Final Thoughts Rule Symposium July 6-10 in Boca Rotan, FL: https://events.ringcentral.com/events/2026-rule-symposium/registration If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia 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/