Podcasts about investments

This week on Lipstick on the Rim we sit down with fashion insider Marci Hirshleifer, Global Personal Shopping Director and fifth generation force behind Hirschleifers, the legendary family-run boutique known as a true fashion destination. Marci shares her secrets for building the perfect fall wardrobe, the five pieces every woman needs, and the trends worth investing in versus the ones to skip. From styling hacks and layering tips to her take on denim, leather jackets, statement jewelry, and under-the-radar designers, she breaks down how to elevate your closet and find your own personal style. Whether you are coveting Chanel or recreating the look on a budget, Marci's insider knowledge will inspire you to have fun with fashion and make getting dressed feel exciting again. All Products Mentioned: https://shopmy.us/shop/collections/2260709 A Sony Music Entertainment production.  Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts  To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Businessman and author T. Harv Eker once wrote, “Financial freedom is the ability to live the lifestyle you desire without having to work or rely on anyone else for money.”It's tempting to think that financial independence is the ultimate goal of life—but what does the Bible say? God's Word points us toward a far better kind of freedom.In recent years, financial independence has become a cultural ideal. People long to be self-sufficient, debt-free, and free to pursue their passions. While these desires can be wise, they also carry a subtle danger: believing we don't need anyone—including God.The Warning of the Rich FoolThis temptation isn't new. In Luke 12, Jesus told a parable about a wealthy man who thought he had “made it”:“I will tear down my barns and build larger ones, and there I will store all my grain and goods. And I will say to my soul, ‘You have ample goods laid up for many years; relax, eat, drink, and be merry.'”But God's response was sobering:“Fool! This night your soul is required of you, and the things you have prepared, whose will they be?”The man's sin wasn't wealth itself—it was trusting in wealth instead of God. His independence became his idol. In contrast, Proverbs 30 records a prayer from Agur:“Give me neither poverty nor riches; feed me with the food that is needful for me, lest I be full and deny you and say, ‘Who is the Lord?' or lest I be poor and steal and profane the name of my God.”Agur understood the heart of stewardship: daily dependence on God. Too little can lead to desperation; too much can lead to pride. The goal isn't independence, but faithful reliance on the Lord.Three Questions to Evaluate Your GoalsAs you think about your own financial journey, consider these questions:Am I placing my trust in money? Retirement savings and emergency funds are wise, but security must come from God, not a balance sheet.Am I trying to eliminate work entirely? Work is part of God's good design. Even in retirement, we're called to meaningful contribution.Am I paying off debt just for myself? Debt-free living is good, but its ultimate purpose is to gain the freedom to serve, give, and advance God's Kingdom.So, is financial independence biblical? It depends.If independence means replacing God with money, then no.If independence means freedom for generosity, stewardship, and dependence on God, then yes—it reflects something greater than wealth: a life rich toward God.Scripture reminds us that “He richly provides us with everything to enjoy” (1 Timothy 6:17) and that “every good and perfect gift is from above” (James 1:17). But those gifts were never meant to replace the Giver.A Resource for Going DeeperIf you'd like to explore this more, check out our 4-Week study, Rich Toward God. This study walks through Jesus' Parable of the Rich Fool in Luke 12, helping you discover what truly drives your financial decisions and how to align your resources with God's Kingdom purposes.You can get your copy—or place a bulk order for your church or small group—by visiting FaithFi.com and clicking the Shop tab.On Today's Program, Rob Answers Listener Questions:I've had multiple jobs with 401(k) benefits over the years, but I've struggled to stay organized with my finances. How can I get a handle on everything, and would it be wise to work with a financial advisor?My 16-year-old daughter received a $200,000 settlement after being hit by a car. Once she turns 18, she'll gain full access to the money, and I'm very concerned she'll misuse it. What options do I have to protect her from receiving it all at once?I have an adult son with autism who is on the Florida Med Waiver, which limits him to $2,000 in his checking account. I'm worried about how he'll be provided for in the future. Is there a way to set aside money for his care without affecting his benefits?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Open Hands FinanceABLE National Resource CenterUnderstanding ABLE Accounts With Matt Syverson (Faith and Finance Episode)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

What is the best way for limited partners (LPs) to protect themselves when investing in real estate? In this episode, Jeannette Friedrich explores five of the most common structures investors use, each with different implications for liability, taxes, and legacy planning. Whether you are new to multifamily investing or looking to refine your approach, this discussion outlines the key trade-offs to consider so your investments align with your long-term goals. Key Takeaways: - Why investing as an individual is simple but limited in terms of liability and estate planning- How Joint Tenants with Rights of Survivorship (JTWROS) provides continuity of ownership and tax advantages for couples- The role of LLCs in separating personal and investment finances while offering greater liability protection- How trusts support legacy planning and the differences between revocable and irrevocable structures- Ways retirement accounts like 401(k)s and IRAs can be used for real estate investments, along with their tax benefits and diversification potential Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

My guests today are Richard Thaler and Alex Imas. Richard Thaler is a theorist in behavioral economics and a professor of Behavioral Science and Economics at the University of Chicago Booth School of Business. In 2017, he was awarded the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics. Alex Imas is a professor of Behavioral Science, Economics and Applied AI and a Vasilou Faculty Scholar at the University of Chicago Booth School of Business. He studies behavioral economics with a focus on cognition and mental representation in dynamic decision-making. The topic is their book The Winner's Curse: Behavioral Economics Anomalies, Then and Now. In this episode of Trend Following Radio we discuss: Behavioral economics anomalies and their persistence Trend following, momentum, and mean reversion Nick Leeson and the Barings Bank collapse Development and evolution of their book Applications of behavioral economics in real-world decisions Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!  

In Today's Episode: Host: Brandon Elliott,  https://zez.am/brandonelliottinvestments Guest: with Cristine Healey ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Resourceful Links:  How To Get Up To $500,000 Every 6 Months At 0%: https://www.creditcounselelite.com/ Get Your Most Accurate Credit Report: https://www.myscoreiq.com/get-fico-max.aspx?offercode=432121Z8 Best Credit Cards: https://milevalue.com/best-credit-cards/?aff=cce Free Credit Education Resources: https://creditcounselelite.com/articles Guide to Taking Massive Action: https://amzn.to/2IZMN8Z LEARN MORE CLICK HERE: https://www.creditcounselelite.com/fb-start-here ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Meet Your Host, Brandon:  Brandon Elliott went from being off track finding himself on house arrest and burning 40% of his body to getting on track reaching $8.5 million in Assets and being acknowledged part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses using the exact strategies taught in Credit Counsel Elite (CCE). CCE teaches business owners how to get up to $500,000 every 6 months at 0%. By being a member with CCE, you get to learn how to Travel Hack, get access to the 800 FICO Score Club in 30 days or less, fix credit quickly, receive $5K-15K+ of free sign up bonuses, buy Real Estate with Credit Cards, deep dive into Business Credit and Personal credit. To learn more visit: https://www.creditcounselelite.com/ ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Connect with Brandon Elliott:  Facebook: https://www.facebook.com/brandonelliottinvestor YouTube: https://www.youtube.com/@BrandonElliottInvestments Instagram: https://www.instagram.com/brandonelliottinvestments LinkedIn: https://www.linkedin.com/in/brandon-elliott-6b1643148

Billy Graham once said, “Tell me what you think about money, and I will tell you what you think about God, for these two are closely related.”In Jesus' Parable of the Talents, we see that stewardship isn't just about money—it's about how we view God. Today, Taylor Standridge joins me to explore how our image of God influences the way we give, spend, and live.Taylor Standridge is the Production Manager here at Faith and Finance, co-author of Look at the Sparrows, our 21-Day Devotional on Financial Fear and Anxiety, and a frequent contributor to our quarterly magazine, Faithful Steward, as well as other FaithFi studies and devotionals.Our View of God Shapes EverythingA.W. Tozer once wrote, “What comes into our minds when we think about God is the most important thing about us.” This truth has enormous implications for stewardship. How we see God determines how we handle what He has entrusted to us.If we see Him as generous, trustworthy, and sovereign, we will hold our resources with open hands and joyful hearts, confident that He is both our provider and our treasure. But if we see Him as distant, demanding, or indifferent, we may fall into reluctant giving, fearful hoarding, or selfish spending.Stewardship is far more than budgets and giving—it is about trust, worship, and living in light of who we believe God to be. A distorted view of God is like setting sail with the wrong coordinates: you may move with confidence, but you'll end up in the wrong place.Lessons from the Parable of the TalentsIn Matthew 25, the tragedy of the third servant wasn't his lack of ability—it was his lack of trust. Believing his master to be a “hard man,” he buried what was given to him. His fear led to inaction.This parable isn't only about money. The “talents” represent everything God entrusts to us—time, relationships, opportunities, gifts, and resources. Faithful stewardship flows not from skill, but from trust. The first two servants stepped out boldly because they trusted their master's character. Their faith led to joy, not judgment: “Enter into the joy of your master.”The deeper warning is this: when we misjudge God's heart, we hold back. When we trust His goodness, we invest boldly for His Kingdom.Obedience as God's GiftMany believers think of obedience as something they give to God. But Scripture reminds us that even obedience is a gift of grace. “It is God who works in you to will and to act according to His good purpose” (Phil. 2:13). He not only prepares good works for us (Eph. 2:10)—He empowers us to walk in them.This truth transforms stewardship from a burden into a blessing. We're not managing resources to prove ourselves; we're participating in the good works God has already prepared. Stewardship becomes a relational act of grace, not a transactional duty.The Sobering Warning—and the Joyful InvitationIn Matthew 7, Jesus warns that some will say, “Lord, Lord,” but hear Him reply, “I never knew you.” The issue wasn't activity—it was relationship. Faithful stewardship begins with knowing God as gracious, faithful, and abundantly generous.If you feel stuck or fearful—like the third servant—remember this: God isn't waiting to punish you. He invites you to trust Him. Start small. Ask Him to reshape your view, to see Him not as a harsh master, but as a loving Father.As 2 Timothy 1:7 declares, “God gave us a spirit not of fear but of power and love and self-control.” When we live from that truth, stewardship becomes delight, not duty. We don't just manage money; we step into joy, walking with the One who is our ultimate treasure.On Today's Program, Rob Answers Listener Questions:I'm a retired senior and recently heard about the new $6,000 tax break. How does this affect my overall tax liability? Should I consider withdrawing a larger amount from my 401(k) to maximize this deduction?I used to work in the financial field selling tax-sheltered annuities, and I've always thought they were strong investment options. Lately, I've noticed some advisors speaking negatively about annuities. What's your perspective on annuities as an investment today?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Bonita Bell-Anderson (Ask Good Questions Podcast) and Paul Adams (More Than Commas) unpack why Americans under-save, how culture rewards consumption, and why retirement is a narrative, more than math. Paul shares reset moves: save ~20% of gross income, cultivate contentment, set a written strategy, and “don't break strategy.” They explore evidence-based investing with Dimensional Fund Advisors, guarding against lifestyle inflation, and reframing “retirement” as financial independence. Practical language hacks (“that would break strategy”) and small, repeatable habits help listeners compound toward freedom, without chasing status. A candid, encouraging playbook for purposeful money and life. -- 00:00 – Intro & disclaimers 01:20 – Meet Paul Adams 04:50 – Family, mobility, and designing work 07:30 – Eye-opening retirement stats 10:50 – Why we don't save: feedback loops 19:40 – “Retirement is a narrative problem” 31:10 – “Don't break strategy” language shift 37:45 – Evidence-based investing & DFA -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Join Javaid as he discusses the market action last week and what to expect this week. How is the market handling the upcoming rate cut from the Fed? Will markets keep making new highs or is this the market top? What is the high yield bond market signalling to investors? Listen now to find out the answers to these questions and more!    

Im Gespräch mit Philipp J. Müller wird klar: Der digitale Euro ist mehr als ein neues Zahlungsmittel - er könnte neue Machtstrukturen bedeuten. Warum ETF-Investments nicht automatisch schützen und wie du dir jetzt ein überlebenswichtiges Finanzwerkzeug zulegst, erfährst du in dieser Episode. ►►Hier geht es zum kostenfreien Online-Mega-Seminar am 28.09.25 https://initiative-geldbildung.de/bio360 Hol dir jetzt deine Regeneration zum Trinken mit den Complete Aminos von Braineffect. Mit dem Gutscheincode “bio360” bekommst du einen satten Rabatt! >>>Jetzt anschauen

It's hard to save with bad habits, point blank! You don't have to be on the low end of the spectrum to lack financial wisdom. It has nothing to do with how much money you have or don't have but it has everything to do with your mindset and the ability to manage your finances. The worse thing people do to themselves is to live for others to see what they have or what they pretend to have. It's a ridiculous and very stressful way to go through life! Stop worrying about what others have and stop trying to keep up with what others have. Gain financial wisdom and watch how you crawl out of the pit you've dug for yourself! If you want a better life you can't sit around waiting for someone to pull you out, for the lottery to hit, for someone to die, etc., you have to choose better for yourself! Make better choices and decisions! Stop getting into debt and stop living beyond your means!Become a supporter of this podcast: https://www.spreaker.com/podcast/relationships-and-relatable-life-chronicles--4126439/support.

The S&P 500 and the Nasdaq hit new all-time highs on Friday morning, is it time to be bullish or bearish?  We hear two very different expert opinions on the markets for the rest of 2025.  Find out about the latest stock purchases by the Pelosi family and also 8 stocks that President Donald Trump owns right now.  We also take a look at favorite AI Data Center Stocks, ETFs, and REITs from US News and World Report.

The Rich Zeoli Show- Hour 1: 3:05pm- A new clip of New Jersey gubernatorial candidate Mikie Sherrill (D) shows her stating, “I would push an LGBTQ education into our schools.” 3:15pm- While speaking with the press following the latest jobs report, National Economic Council Director Kevin Hassett explained that the hiring slowdown only tells half the story: “all of the job creation in the U.S. has come from native-born workers, whereas in the Biden administration…half was foreign-born.” 3:20pm- On Thursday night, President Donald Trump hosted several tech CEOs at the White House. Mark Zuckerberg estimated that Meta will invest $600 billion in the U.S. by 2028. Apple CEO Tim Cook and Google CEO Sundar Pichai promised similar levels of investment. 3:30pm- Dr. Victoria Coates—Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation & former Deputy National Security Advisor—joins The Rich Zeoli Show to discuss the Trump Administration targeting Venezuelan drug cartels, North Korean dictator Kim Jong Un traveling with a private bathroom to prevent his DNA from being stolen, and President Donald Trump renaming the “Defense Department” to the “War Department.” Plus, during China's military parade Xi Jinping, Vladimir Putin, and Kim were caught on a hot mic discussing the possibility of immortality via organ harvesting.

Why does tracking business revenue feel like a game, but managing your personal investments feels like a chore? On this week's BizTipFriday episode, I share the new money habit that has totally changed the game for me, and I'll show you how to do the same.  You'll learn how I turned money management into a fun game with a custom dashboard that tracks all my assets, from properties to precious metals. Plus, I reveal why just having business goals isn't enough, and how you can make the money you're earning start working for you!  Don't forget that our upcoming 30-Day Mind Your Money Challenge will completely transform your relationship with money, and you can register NOW at www.jameswedmore.com/moneychallenge. Today is the very last day to use the code “MONEY500” to receive $500 off, so don't wait!    If you haven't yet signed up for my free weekly newsletter for online experts, The Digital CEO Weekly, you can sign up now and get it delivered straight to your inbox every Monday morning at www.jameswedmore.com/newsletter.  Hey there, Digital CEO! If you're loving this episode and you know this is your year to finally build, launch, or scale your digital business the right way — then I've got something for you. Business By Design, my signature program that gives you everything you need to design a leveraged, profitable digital product business, only opens once a year… If you want to be the FIRST notified when doors are open, you can get on the waitlist for BBD 2026 right now. That way, you'll be the first to know when we open enrollment again (and trust me, you do not want to miss it!). Head to www.businessbydesign.net/ and join the waitlist today! Before you go, snap a screenshot of the episode playing on your device, post it to your Instagram Stories and tag us, @jameswedmore and @jeunejenni.  In this episode you'll hear: Why you need to have both business and personal financial goals and the ways in which they can work together to help you succeed  How my daily money management routine has me investing more, researching more, and putting more energy into my portfolio What I'm doing to turn money management into a fun game right now Why it's essential to stay on the pulse of all of your investments, regardless of the asset type  How creating a checklist of your ideal investments can help you start a new, effective money habit The way to avoid a common 401k mistake that so many people are making Why having and tracking business goals just isn't enough in 2025 For full show notes and links, visit: www.mindyourbusinesspodcast.com/blog/783 

On episode 207 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss: the evolution of private markets, evergreen funds, the T. Rowe Price/Goldman deal, and much more! This episode is sponsored by WisdomTree and Apex Fintech Solutions For Portfolio Consultations by WisdomTree visit https://www.wisdomtree.com/portfolioconsultations⁠ Find out more about Wavvest's planning engine powered by advanced AI and built on Apex's AscendOS at https://www.wavvest.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today's episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share classes. (0:00) Starts (1:16) Alex's path to launching ETFs (4:27) TBIL ETF (7:50) Evolution in bond ETFs (17:22) Investor behavior in fixed income ETFs (24:49) Compoundr series and tax efficiency in bond ETFs (34:12) Securities lending (39:19) Long-term investing & tax decisions (46:54) Alex's thoughts on dual share class (51:15) Alex's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Key Takeaways: Plan an exit strategy early: Agree with business partners ahead of time on how to handle transitions so changes go smoothly. Learn from Rockefeller's example: Strategic buying can be a smart way to reshape and grow a business. Combine discipline with emotional intelligence: Managing money well and handling emotions wisely can make partnerships and operations more successful. Work with the right people: Choose partners or employees who share your values and vision to support long-term growth. Value different perspectives: Appreciating different personalities and viewpoints can lead to more innovation and business success.   Chapters: Timestamp Summary 0:00 Strategies for Buying Out Business Partners 3:37 John D. Rockefeller's Clever Business Takeover Strategy 4:49 Navigating Business Partnerships and Finding the Right Fit 6:58 Building Intelligent Organizations Through Emotional Intelligence and Diversity 10:04 Exxon's Legacy of Consistent Dividends Since 1882   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

September brings questions for crypto and equity markets. In this episode, we review Bitcoin and Ethereum's performance in August, examine historical trends for September in equities and crypto, and discuss how recent Federal Reserve interest rate decisions may influence market dynamics. We also highlight insights from the 2025 Global Adoption Index to provide context on broader adoption trends. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Today, Paul talks about some of the first choices you have as an investor. Do you invest pre-tax or post-tax, and what funds do you choose? Listen along as Paul talks about how most funds you can choose are over-weighted with large tech companies, but don't include enough of smaller markets. This combination leaves you in the same boat as most investors: seeing less returns than the market and wondering what you could be doing differently.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Outdated education with low pay, but worn out infrastructure and sustainability needs?

She was faced with the most difficult moments a mom and wife could ever imagine, and THEN her career and connections crumbled around it a decade later.This episode's guest is Traci Kovacic, CEO of Shine on Investments, and she wants you to know, she's emerged through the trauma stronger and better than ever.LIVE recording of Awful Okay Awesome - our show about how life's trials and tribulations can lead to passion and purpose.Thanks to our sponsors at Black Aswad Coffee. Get your coffee now at blackaswadcoffeeco.com - use code AWESOME15 for a special discount!Love our show? Leave us a 5-star review on our favorite platform

Michael Episcope started his career on the chaotic trading floor of the Chicago Mercantile Exchange, twice ranked as one of the top 100 traders in the world. But when automation disrupted his industry, he pivoted. With his own wealth on the line, he co-founded Origin Investments in 2007, just before the financial crisis. In this episode with Jess Larsen, Michael shares the hard lessons from losing money in bad deals, the pivot during 2008 that set up Origin's growth, and how they scaled to more than $2 billion under management. From risk management to wealth preservation, this conversation is a masterclass in how to grow — and keep — wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your portfolio could help advance justice, compassion, and human flourishing?Aligning your investments with your faith isn't just about avoiding harm—but actively shaping the world around them for good. Stella Tai joins us to talk about how investors are putting their values to work in the marketplace.Stella Tai is the Stewardship Investing Impact and Analysis Manager for Praxis Investment Management, an underwriter of Faith & Finance.Faith-Based Investing in Action: Praxis' 2024 Impact ReportFor many believers, investing isn't just about building wealth—it's about aligning financial decisions with faith values. Praxis Investment Management, a pioneer in faith-based investing since 1994, continues to demonstrate how Christians can utilize their investments to promote justice, compassion, and tangible change in the world. In its latest Impact Report, Praxis highlights how investor dollars are transforming communities and influencing some of the world's largest companies.Shaping a more just and compassionate world is something that's important to many investors, particularly those of faith. Praxis' annual report reveals where the money goes and how it's used, inspiring others to view their investments as powerful tools for making a difference.Praxis organizes its efforts around seven “impact strategies,” which support underserved communities, promote responsible business practices, and bring faith into everyday financial decisions.Speaking Truth to Power: Shareholder AdvocacyOne highlight of the report is Praxis's work in shareholder advocacy with global brands like Nike.Nike employs over a million people worldwide, many of whom are based in vulnerable regions. Praxis is part of a coalition pushing for stronger human rights protections in the supply chain, including safeguards against wage theft and exploitation. Every worker deserves to have their God-given dignity respected.Praxis is also collaborating with companies such as Coca-Cola and Nestlé to address child labor and wage theft in the global sugar supply chain, advocating for third-party audits and increased transparency.Positive Impact Bonds: Financing ChangeBeyond advocacy, Praxis invests in bonds that directly benefit communities. Recent purchases include:World Bank IDA Program Bonds, targeting extreme poverty with measurable results.Green and Sustainable Bonds from Freddie Mac, which expand affordable housing and environmental stewardship.These investments generate jobs, improve access to healthcare, and help communities thrive—all while providing competitive financial returns.Real Stories of TransformationPraxis' report also shares stories of hope, such as the expansion of Always Keep Progressing, a Miami therapy center that serves children with special needs. Through investment partnerships, the clinic now helps more than 400 families.This is redemptive investing in action. It's about fostering human flourishing, not just financial gain.Praxis also partners with Community Development Financial Institutions (CDFIs) and credit unions that serve neighborhoods often overlooked by traditional banking systems. These organizations offer small business loans, enhance access to healthcare, and provide support to underserved rural and urban areas.Whether here in the U.S. or abroad, CDFIs are helping communities gain access to capital and create opportunities.The Momentum of Faith-Based InvestingMore Christians are realizing that their portfolios can reflect their values.Scripture calls us to care for the poor, the widow, the orphan, and the foreigner. When our faith aligns with our financial actions, even small changes can move markets toward justice.This includes proxy voting, which Praxis views as a form of corporate discipleship—using investor influence to advocate for fair labor, environmental stewardship, and other critical issues.How to Get StartedStart by asking yourself a simple but important question: “Do my investments reflect my faith values?” If the answer is no—or you're not sure—consider talking with a financial professional who understands faith-based investing. Every investor, whether managing a little or a lot, can play a role in shaping a redemptive economy. That's why we recommend connecting with a Certified Kingdom Advisor (CKA). To find one near you, visit FaithFi.com and click “Find a Professional.”Praxis' Impact Report offers practical insights and inspiring stories of transformation. You can access it at PraxisInvests.com, along with quarterly updates and resources to help you make informed, faith-driven investment decisions.On Today's Program, Rob Answers Listener Questions:I'd like to set up a trust that distributes money to my children monthly after my death, rather than giving them a lump sum. How is a trust manager typically compensated? Are they paid with each monthly distribution, or do they take a percentage?I'm 71, retired, and using a managed account to supplement my retirement income by withdrawing about 4.2% annually. Is this a wise approach for sustaining my retirement, or should I consider other strategies?I just turned 66 and plan to file for Social Security soon. My goal is to be debt-free by the time I retire. Should I use my Social Security benefits over the next couple of years to pay off my mortgages so I can enter retirement without debt?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Praxis Investment ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind

Stephen Grootes speaks to Abigail Mukhuba, CFO at Sanlam, about the group’s interim results, with the insurer reporting a strong operational performance at the halfway mark, driven by a 7% rise in new business volumes and a 14% increase in net result from financial services to R8.076bn, supported by robust contributions from general insurance, life insurance, and credit and structuring. In other interviews, Chantal Marx, Head of equity research at FNB Wealth and Investments and Francois Olivier, Portfolio Manager on Hedge Funds discuss whether most portfolios contain an allocation to hedge funds. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind

Carter continues his conversation with Brookfield Residential's Warren Krug, Executive Vice President & Chief Investment Officer and Carl Perrone, Senior Vice President of Investments as they provide a glimpse behind the current into the workings and strategies of Brookfield Residential's three-legged North American development strategy. In this episode you'll learn: Warren and Carl key responsibilities and the challenges they face a leading large, multi-market operations. A deep dive into recent joint ventures with North American Sekisui House (NASH) and The Kolter Group, including the decision-making process behind organic growth versus partnerships. How geographic diversification across the US helps hedge regional slowdowns and broader market cycles. The key criteria for new acquisitions or partnerships. Obstacles and opportunities in the current MPC market. Show Notes Contact InformationWarren Krug O – (905) 948-4734 E -  warren.krug@brookfieldrp.com Carl Perrone O – (602) 903-7514 M – (602) 349-6244 E -  carl.perrone@brookfieldrp.com Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TN, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ (“LRS”) – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability Land to Lots™ is a registered trademark of Launch Development Finance Advisors

Host of ‘How to Money' Joel Larsgaard joins the show to talk about customer loyalty, frequency of gambling ads, and what ETF options might be best for you.

On episode 428 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss rich people everywhere, why this isn't like the dot-com bubble, the markets don't care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actually fix housing, the S&P 500 is outperforming private equity, 7 year auto loans, the 9-9-6 lifestyle and more. This episode is sponsored YCharts and Fabric by Gerber Life. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at: https://meetfabric.com/SPIRITS Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump is NOT dead, just ramping up for three major plays: a strike on Venezuelan cartels, cleaning up Chicago, and Space Force moving day. We talk help desks for men, jam from monks, and illegal migrants desecrating tombs. Finally, what did Father James Martin and Pope Leo discuss? All this and more on the LOOPcast!All opinions expressed on LOOPcast by the participants are their own and do not necessarily reflect the opinions of CatholicVote.The professionals at Ave Maria Mutual Funds have a morally responsible investment philosophy that's aligned with Catholic teaching. Start your morally responsible investment journey today at https://avemariafunds.com/LoopcastProtect your equity with Home Title Lock's exclusive Million Dollar Triple Lock Protection, now for just $1 for 60 days when you use promocode LOOP60! Click here: https://www.hometitlelock.com/looper to learn more!TIMESTAMPS00:00 – Welcome back to the LOOPcast!03:19 – Ave Maria Mutual Funds05:34 – Venezuela Strike13:35 – Chicago Protests30:45 – Spaceforce moves to ‘bama37:19 – Home Title Lock39:11 – Good News51:39 – Father James Martin and the Pope58:30 – Twilight Zone1:21:12– Closing PrayerSchwartz Investment Counsel, Inc., a registered investment adviser established in 1980, serves as investment adviser for Ave Maria Mutual Funds. The Adviser invests in securities only if they meet the Funds' investment and religious requirements, and as such, the returns may be lower or higher than if the Adviser made decisions based solely on investment considerations. The Funds' method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. The Funds' investments in small and mid-capitalization companies could experience greater volatility than investments in large-capitalization companies. AVEWX invests in foreign securities and securities issued by U.S. entities with substantial foreign operations. Investments in these securities can involve additional risks relating to political, economic or regulatory conditions in foreign countries. These risks include less stringent investor protection and disclosure standards of some foreign markets; fluctuations in foreign currencies; and withholding or other taxes. AVEFX invests primarily in fixed income securities and as a result the Fund is also subject to the followings risks: interest rate risk, credit risk, credit rating risk, prepayment and extension risk and liquidity risk. AVEAX and AVERX are classified as non-diversified and may therefore invest a greater percentage of their assets in the securities of a limited number of issuers than funds that are diversified. At times, the Funds may overweight a position in a particular issuer or emphasize investment in a limited number of issuers, industries or sectors, which may cause their share prices to be more susceptible to any economic, business, political or regulatory occurrence affecting an issuer than funds that are more widely diversified. The issuers that the Funds may emphasize will vary from time to time.  Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1–866–283–6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors, LLC.

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

Key Takeaways: Markets aren't just machines: Traditional finance sees markets as fixed and predictable, but they also run on energy and emotions. Perfect balance is a myth: Markets are never fully accurate because human emotions and irrational behavior always affect prices. Think of markets like living systems: They change constantly, shaped by money movement, value, emotions, and liquidity—similar to nature's cycles. Use the resonance meter: This tool helps spot when market conditions line up, making it easier to plan smart investments. Stay emotionally steady: Understanding market moods and keeping your emotions in check can make your investment strategies stronger than just relying on data. Chapters: Timestamp Summary 0:00 Challenging Traditional Finance Models with a New Market Perspective 7:45 Challenging Materialistic Science and Embracing Consciousness 13:03 Understanding Markets as Living Systems and Energy Allocation 18:06 Intuition and Indicators: Understanding Market Resonance 21:51 Emotional Stability and Market Rhythms in Investment Success   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠! This episode is sponsored by MSCI and Rocket Money. To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.    Sign up for ⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠ MSCI Disclosure: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visithttp://www.msci.com/ The process for submitting a formal index complaint can be found on the index regulation page of MSCI's website at: www.msci.com/index-regulation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, I'm joined by Daniel Temm, CEO of Puresport.  Founded on CBD for athletes, the UK company has grown into a community-driven sports nutrition company centered on running and sustainable well-being. In this episode, we discuss building an authentic sports nutrition brand in a crowded market. We also cover: Evolving the brand beyond CBD Bootstrapping and early funding journey Building emotional connection vs. performance marketing Subscribe to the podcast → insider.fitt.co/podcastSubscribe to our newsletter → insider.fitt.co/subscribeFollow us on LinkedIn → linkedin.com/company/fittinsider Puresport's Website: puresport.co   Puresport's Instagram: www.instagram.com/puresport  Daniel Temm's Instagram: https://www.instagram.com/danieltemm3  Daniel Temm's LinkedIn: www.linkedin.com/in/daniel-temm-2b6892164  - The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart workout solutions for fitness and health facilities. Fitt Talent: https://talent.fitt.co/ Consulting: https://consulting.fitt.co/ Investments: https://capital.fitt.co/ Chapters:  (00:00) Introduction  (00:41) Dan's background and Puresport's origins as a CBD company  (02:25) Joining Puresport and the transition during COVID (05:25) Building emotional connection vs. performance marketing approach  (10:00) Bootstrapping and early funding journey  (11:50) Evolution of apparel and merchandise strategy  (15:38) Raising institutional investment and brand power  (18:38) Developing "For the Long Run" brand philosophy  (22:31) Challenges of focus and avoiding too many good ideas  (26:25) Fuel stations campaign and authentic marketing activations  (31:55) Building brand vs. scaling revenue - the tension  (34:20) Future plans: omnichannel expansion and product development  (37:26) Conclusion  

What does smart investing really look like? Nate shares how we take the guesswork out of managing your money with a clear, disciplined process so you can stay calm in the markets and feel confident your retirement income will last.

Join Javaid as he discusses the markets after the long Labor Day weekend. Do markets sizzle to new highs to finish out the summer or will they fizzle? What sectors are performing well and what is happening in the Technology sector? Listen now to get the answers to these questions and more!

Amy King hosts your Tuesday Wake Up Call. ABC News technology reporter Mike Dobuski opens the show with ‘Tech Tuesday.' Today, Mike talks about AI Wizard of Oz happening at The Sphere in Las Vegas. ABC News national correspondent Steven Portnoy speaks on a judge blocking the deportation of unaccompanied Guatemalan children. Courtney Donohoe from Bloomberg joins the show to talk about the latest in business and what is affecting the markets today. The show closes with KFI entertainment reporter Heather Brooker highlighting a family who lost their home in the Los Angeles wildfires have made it to America's Got Talent finals.

Send us a textEpisode Resources:Website: investwithpatrick.comBook: passiveinvestingmastery.com/bookWant to flip your first house but stuck at square one? Flipper Camp is your guide. In just one weekend, you'll walk away with the exact step-by-step plan, tools, and confidence to flip a house profitably—without quitting your job. Seats are limited, and Founder's pricing ends soon. Join the movement of future flippers today at FlipperCamp.com. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstinvestorsacademy LinkedIn: https://www.linkedin.com/company/clark-st-capital

Send us a textJoin me as I celebrate the 3rd Birthday of the Retiring  With Enough Podcast, and answer a listener question.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Please enjoy my monologue Attitude Adjustment with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive. --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

What if your work isn't just a job—but part of God's bigger story for your life?For some, work is a source of stress, struggle, or simply something to endure. But what if we're seeing it all wrong? What if God designed work to be a vital part of how we worship Him and serve others? Dr. Tom Nelson joins us today to talk about that. Dr. Tom Nelson is the President of Made to Flourish and has served as the Senior Pastor of Christ Community Church, a multi-site congregation across Kansas City, for over 30 years. He is also the author of Why Your Work Matters: How God Uses Our Everyday Vocations to Transform Us, Our Neighbors, and the World.False Narratives About WorkCulture tells us many things about work—most of them untrue.“Thank God it's Friday” reflects the belief that work is a curse and that our real lives happen only on weekends.Work as mere productivity reduces our calling to a paycheck or to-do list.Sacred vs. secular divide suggests ministry work matters more than other vocations.However, if we return to Genesis 1 and 2, we find that work is not a curse. Work is God's good design. Whether paid or unpaid, our work is part of how we glorify Him.The Four-Chapter Story of WorkDr. Tom Nelson uses a “four-chapter” framework to show how the Bible shapes a proper view of work:Creation – What Ought to Be. God designed work as a gift and a reflection of His image. Work and worship were never meant to be separate.The Fall – What Is. Sin corrupted work, introducing toil, frustration, and broken relationships.Redemption – What Can Be. Through Christ, our work can be redeemed. Whether changing diapers, leading a company, or volunteering, we bring God's presence into every environment.New Creation – What Will Be. One day, we will experience work in its perfect form—creative, joyful, and without sin—in God's restored Kingdom.One of the most transformative ideas to remember is that all work done for God's glory is sacred. Work is contribution, not just compensation. We carry God's presence with us into our workplaces because the Holy Spirit dwells within us.This perspective breaks down the artificial barrier between “spiritual” and “secular” work. It gives believers a seamless life of worship—Sunday through Monday.Hope for the FutureWe won't spend eternity sitting on clouds. Revelation offers us a glimpse of a garden city where we will worship Jesus and engage in creative, joyful work—free from sin, frustration, and the need for perfect relationships with God and others.If you've believed that your work doesn't matter, be encouraged that you were created with work in mind. God is with you in your work. When you embrace Jesus and become His apprentice, you'll learn to live a seamless life where every task, big or small, can glorify Him.Dr. Tom Nelson's latest book, Why Your Work Matters: How God Uses Our Everyday Vocations to Transform Us, Our Neighbors, and the World, is available wherever books are sold. To learn more about integrating faith and work, visit MadeToFlourish.org.On Today's Program, Rob Answers Listener Questions:I'd like advice on how to invest between $30,000 and $60,000 to generate steady monthly or quarterly dividends. My goal is to cover about $150 a month to help with some expenses.I've been on SSDI for about five or six years due to health issues, and I also earn about $1,400 a month from a part-time job. Am I allowed to contribute to an IRA with this income?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Made to FlourishWhy Your Work Matters: How God Uses Our Everyday Vocations to Transform Us, Our Neighbors, and the World by Dr. Tom NelsonCommon Good MagazineBankrate.comWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this episode, Paul discusses how to arrange your investments to protect your real estate portfolio. Too many investors fall into survivorship bias, seeing only the winners in real estate while ignoring those who took on too much debt and lost big. Paul explains why real estate returns often appear stronger than stocks or bonds, the risks of overreliance on gurus, and how to better integrate financial advice into your strategy. You'll also learn practical tips for risk management, including portfolio insurance, and how the “Rule of Half” can safeguard your wealth. This simple framework ensures you never have to sell an investment property at the wrong time, helping you stay in the game long term. Whether you're focused on passive income, building a real estate portfolio, or planning for retirement, this episode provides timeless strategies to keep your balance sheet strong.   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

In this episode of the Investor Fuel Podcast, host Leonardo Prada speaks with Yves Maia, a real estate consultant specializing in helping investors navigate compliance and structuring for their investments. They discuss the importance of having a solid foundation in legal, financial, licensing, and insurance aspects of real estate. Yves shares insights on the challenges investors face, particularly with lending and documentation, and emphasizes the significance of building relationships and being available to clients and partners. The conversation highlights the unique approach Yves takes in his consulting business and the tools he uses to assist clients effectively.   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   —--------------------

Immigrants from Lithuania who made their way to New Britain, Connecticut at the beginning of the twentieth century found work in the city's factories turning out tools and hardware. Their weekly routine included work, church and socializing at neighborhood saloons. But major upheavals in American society were happening at the time that affected their lives including the rise of organized labor, the temperance movement, anti-immigrant sentiment, and labor strikes.   In this episode, we have two new voices in public history, Central Connecticut State University students Jon Kozak and Nathaniel Smith. They produced the episode as a class project under Dr. Leah Glazier at Central Connecticut State University. This episode reminds us that some of the most interesting history can be found all around you in your own community.   A big thanks to Jon Kosak and Nathaniel Smith for their hard work in producing this episode. I also want to thank Dr. Glazier, professor of public history  for her help.   Contact Jon Kosak at: j.kozak@my.ccsu.edu Contact Dr. Leah Glazier at: glaserles@ccsu.edu   Jon and Nathaniel used a wide variety of local history materials including oral histories and the New Britain Herald newspaper.   Museum Collections:  The New Britain Public Library Local History Room, The New Britain Industrial Museum, Connecticut State Library, and the Elihu Burritt Library at Central Connecticut State University, specifically their special collections and archive of the New Britain Herald newspaper.   Oral Histories: John Skritulsky, had been interviewed by the Federal Writers Project in 1938, by a writer in the FWP's New Britain office by the name of Albert Kayeski. Being Lithuanian himself, Kayeski understood the importance of this ethnic community in telling the story of an industrialized New Britain. Several of his other profiles bear mention of taverns, be it Skritulsky's or others as places to gather. Use of New Britain directories from the turn of the twentieth century reinforced the prevalence and importance of these institutions. It must be noted that for the clarity of our story, the character of Jonas, whose story was found in a FWP profile by Kayeski, History of a Lithuanian Immigrant, was originally listed with the name John, and was given no last name. We changed his name to Jonas, the Lithuanian translation of John, to avoid confusion with John Skritulsky in the narrative. No other names were altered from the original source material.   Manuscript reference:  Portrait of Occupations, Investments, and Businesses of Lithuanian Immigrants in New Britain Connecticut by the Reverend William Wolkovich-Valkavicius from 1979, Local History Room, New Britain Public Library. Song Credit: This version, by the musical group Ugniavijas, recorded in 2014 is a centuries-old Lithuanian folk song whose title roughly translates to “Sweet Beer of the Oats. The original lyrics with an English translation can be found here. It is a song that remains important to the people of Lithuania and is still sung today, often by schoolchildren.       -----------------------------------------------------   Connecticut Landmarks Event Join Connecticut Landmarks at East Haddam's Palmer-Warner House for our second annual Summer Pipes & Cider! Sip barrel-aged cider and whiskey from Yankee Cider Company. Enjoy a bagpipe performance by the Portland & District Pipers, accompanied by a scenic trail walk. Plus, bring your friends for a round of pub trivia with prizes for the top two teams. Are you a fan of the TV series, Outlander? Come wearing your best Outlander attire and test your knowledge during trivia! Extend your experience with a tour of the Palmer-Warner House, which previous owner Frederic Palmer called Dunstaffnage as a nod to his Scottish heritage. Raise a glass, embrace the music, and celebrate the magic of Scotland! Event and tour tickets are available at ctlandmarks.org/pipesandcider. We hope to see you at 1 pm on Saturday, September 13 for Summer Pipes & Cider!   Support GTN! We need your financial support now more than ever. Grating the Nutmeg talks to historians, researchers, and community members to bring you compelling stories about your state that you haven't heard before. Make a donation! 100% of the funds from your donation go directly to the production and promotion of the show. Go to ctexplored.org to send your donation now. And don't forget that our Second Annual Online Benefit Auction is coming up in September.   This episode of Grating the Nutmeg was produced by Mary Donohue and engineered by Patrick O'Sullivan at https://www.highwattagemedia.com/   Follow GTN on our socials-Facebook, Instagram, Threads, and BlueSky.   Follow executive producer Mary Donohue on Facebook and Instagram at West Hartford Town Historian. Join us in two weeks for our next episode of Grating the Nutmeg, the podcast of Connecticut history. Thank you for listening!      

Find me on Substack: https://bogumilbaranowski.substack.com/Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniquely advocates that every employee—not just executives—should understand how their daily decisions impact capital allocation and long-term value creation.3:00 - Childhood influence: Depression-era grandmother shaped Kevin's views on hard work, discipline, and saving money through close relationship and shared activities6:00 - Career origin story: 1999 discovery of "Rich Dad, Poor Dad" led to Peter Lynch's "One Up on Wall Street" - describes it as "getting hit by lightning," sparking lifelong investing passion9:00 - Teaching philosophy: Drops real 10Ks on students' desks, believes in learning by doing rather than textbooks - "if you want to learn how to hit a curveball, you have to step in the batter's box"12:00 - Personal finance reality check: Most people don't budget despite it being "second, third grade math" - grandmother's "got cable?" test for true money problems15:00 - Capital allocation breakthrough: 2022 Vegas flight rereading Buffett letters when everything "clicked" - realized employees need training on how their roles impact CEO decisions18:00 - Defense contractor story: 71 years of collective family experience, never understood job's true financial impact until Kevin's training21:00 - Common misconception: Analysts focus only on dividends, debt paydown, buybacks - "it doesn't start there, it starts with revenue"25:00 - Concentration philosophy: Charlie Munger's "three investments in your lifetime" - finding businesses that can reinvest at high rates indefinitely30:00 - Financial statement analysis: Shocking number of investors not making proper adjustments for leases, pensions, stock-based compensation35:00 - Stock-based compensation deep dive: Spent three years figuring out what Buffett/Munger meant by "true cost" - most CFOs don't understand until receiving it themselves40:00 - Double-hit problem: Stock-based comp hits earnings twice (expense + dilution) while actual cash impact appears in financing, not operations45:00 - Tech sector impact: Free cash flow can be 30-40% lower than reported due to improper stock-based comp accounting50:00 - Cultural change requirement: Capital allocation mindset shifts take years, require constant reinforcement like diet changes55:00 - Employee education gap: HR can't explain stock plans due to licensing restrictions, employees receive lawyer-written documents they can't understand60:00 - Success definition: Making people better investors or employees who understand their financial impact - "help them understand the why"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the three most common portfolio mistakes they encounter with clients. They emphasize the importance of understanding asset classes, avoiding over-concentration in US large stocks, and ensuring proper diversification to mitigate risks. The conversation highlights the significance of a balanced investment strategy and the need for clients to be aware of their portfolio's composition and associated risks. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Clients often over-concentrate their investments in US large stocks. Many investors are unaware of the overlap in their mutual funds. Diversification is essential to manage risk effectively. Understanding asset classes can lead to better investment decisions. Investing should not be based solely on past performance. Proper portfolio construction can enhance returns without increasing risk. Clients often do not realize the risks associated with their portfolios. The S&P 500 is heavily influenced by a few large tech companies. Investors should look forward, not just at past performance. A balanced portfolio is crucial for long-term success. Chapters 00:00 Introduction to Common Portfolio Mistakes 02:19 Understanding Asset Classes and Concentration 09:55 The Dangers of Overlap in Investments 11:43 The Importance of Diversification 19:59 Navigating Market Volatility and Black Swan Events  

On episode 206 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: http://public.com/compound Learn more about Vanguard by visiting: https://www.vanguard.com/audio Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this candid episode of the Dad Edge Podcast, I'm joined once again by my wife, Jessica, for a raw and relatable conversation about marriage, parenting, and family dynamics. Together, we dive into the often-unspoken expectations that can trip couples up—from finances and chores to parenting roles and communication.   We unpack stories from our own journey, including how we've learned to navigate paying bills vs. investing, handling family dinners without resentment, and even the role each of us plays in talking with our boys about tough subjects like sex and relationships. Jessica also shares her gift for approaching conversations with grace and timing, while I reflect on my more reactive nature. This episode is packed with practical takeaways for couples who want to strengthen teamwork, avoid resentment, and lead their families with intention.     TIMELINE SUMMARY [0:00] - Welcome to the Dad Edge movement and today's focus on roles in marriage [1:01] - Defining who does what in parenting, finances, and chores [2:06] - The hidden danger of unspoken expectations [3:30] - Behind the scenes: energy, stress, and real-life struggles [5:10] - Midwest float trip stories and creating family traditions [9:27] - Why shared memories matter more than perfection [11:16] - Breaking down marriage roles: paying bills vs. investing [15:23] - The early financial mistakes that created stress in our marriage [18:05] - Why swapping roles can sometimes create resentment [21:16] - How Jessica manages bills and accountability with confidence [24:19] - Investments, risks, and learning to stomach financial swings [27:15] - Family dinners: why they often cause conflict and how we shifted the burden [29:03] - The turning point when Jessica admitted she hated cooking [31:36] - Why meal planning is harder than it looks (and how we simplified it) [34:47] - Balancing preferences, health, and kids' picky eating habits [39:11] - Parenting roles: who has the sex talk with the kids [41:12] - Creating safe, open conversations about sex, porn, and relationships [44:12] - How to approach hard conversations with timing and grace [47:26] - Why gentleness and patience often lead to better results [50:18] - Picking the right time and tone to address conflict at home [53:03] - Dividing responsibilities with kids' sports and activities [56:08] - Communication as the glue that keeps roles balanced [57:12] - Closing reflections and an invitation for listener topic suggestions     5 KEY TAKEAWAYS   1. Unspoken Expectations Create Resentment Most marital conflict stems not from tasks themselves, but from unspoken roles and assumptions. Clarity prevents conflict. 2. Play to Your Strengths Dividing responsibilities based on natural strengths—like Jessica handling bills and me handling investments—makes life easier and reduces stress. 3. Dinners Are About Connection, Not Perfection Family meals can quickly turn into a source of resentment. Sharing the load and letting go of perfection creates a healthier environment. 4. Hard Conversations Require Timing Approaching difficult topics at the right time and with the right tone changes everything. Grace and patience often achieve more than urgency. 5. Parenting Is a Team Effort From sex talks to sports practices, showing up as a united front teaches kids stability, respect, and the value of shared responsibility.       LINKS & RESOURCES   21 DAYS TO EXTRAORDINARY MARRIAGE - https://thedadedge.com/extraordinary-marriage/ Share your topic suggestions: info@thedadedge.com 25 Questions to Spark Connection With Your Partner: https://www.thedadedge.com/25questions Dad Edge Podcast Website: https://www.thedadedge.com/podcast Join The Alliance: https://www.thedadedge.com/alliance Dad Edge Tools & Resources: https://www.thedadedge.com/tools       If this episode gave you practical tools for marriage or parenting, please rate, follow, review, and share the podcast. Together, we're creating stronger marriages, stronger families, and stronger futures.