Podcasts about managing risk

Bitcoin just smashed through $112,000 while the bond market implodes and Japan's decades-old financial strategy unravels before our eyes. Is this the beginning of crypto's final moonshot to $500K+, or are we witnessing the setup for a devastating 70% crash? In this emergency market update, we break down three wildly different scenarios that could play out over the next 6 months - and why one week of market action might have changed everything we thought we knew about Bitcoin's relationship to traditional finance. Key Topics Covered Bitcoin's new all-time high at $112,000 US bond market struggles and rising interest rates Japanese yen carry trade unwinding Bitcoin decoupling from stock market Three future price scenarios for Bitcoin Investment strategies and dollar cost averaging Bitcoin lending opportunities and risks Altcoin market performance vs Bitcoin Government debt crisis implications This episode is for educational and entertainment purposes only. Nothing discussed should be considered financial advice.   Resources: https://ccalumni.network/   This episode of Refining Rhetoric is sponsored by: Three Division Design and Animation Three Division is a 3D art and animation studio with real industry experience, working with brands like Disney and Warner Brothers. Their 10-Week Cohort gives students hands-on training in the 3D software Blender, along with mentorship from industry professionals, and a Christ-centered approach to creativity. Equip your student with the skills to thrive in the future of digital art—apply before May 31 and receive a 20% discount at threedivision.com/cohorts.

Enjoy this listener favorite rerun on the Uplevel Dairy Podcast. Join me on this episode of the Uplevel Dairy podcast as I sit down with the groundbreaking Dr. Don Niles. From his humble beginnings as a veterinarian in Wisconsin to transforming the dairy world, Dr. Niles shares his incredible journey.This episode delves into the experiences that shaped his career, his partnership with visionary dairyman John Pagel, and the innovative practices they implemented at Dairy Dreams that set new standards in cow comfort and dairy management.In this episode, Dr. Niles discussesthe evolution of dairy farming practices with everything from the introduction of advanced barn designs to the adoption of sand bedding for enhanced cow comfort.The strategic decisions that paved the way for modern dairy operations.And shares personal anecdotes from his travels and collaborations with other dairymen from around the country.The episode also touches on the legacy of John Pagel and the impact of their joint efforts on the dairy industry. Don't miss this insightful conversation that offers a deep dive into the technological advancements and high-performance mindsets driving the future of dairying.The High-Performance Mindset Series is powered  by Nedap. Nedap is future-proofing dairy farms by revolutionizing cow-side care through technologies in activity monitoring, cow locating, milk metering and identification. Listen for more episodes in this series throughout 2024 or catch past episodes in this series below!Listen to Episode 36 with Megan Schrupp here: https://spotifyanchor-web.app.link/e/6H45sTWc4Ib4 High-Impact Actions to Create a Winning Farm Culture with Travis Speirs, Shiloh DairyDairy Tech in Texas: Managing 8,000 Cows with Activity Monitors featuring Nathan Moroney, Del Rio DairyProtecting His Price and Managing Risk with Nathan Moroney, Del Rio DairyManaging More Cows, More People and More Data with Derrick JosiFull-Potential Farming: Reaching the Highest Level of Performance with Cows and People through Technology with Megan Schrupp, NexGen DairyOlympic-level Business, Management and Mindset with Elle Purrier-St. Pierre and Jamie St. PierreSubscribe to Uplevel Dairy Podcast on YouTube: https://www.youtube.com/channel/UClQ6xQHZ0A1vqHKjRkbtJJAWant to get new episodes in your inbox? Subscribe here: https://www.upleveldairy.com/subscribe

Welcome to another insightful episode of Wealth Talk, where we dive into the vital role of cash in building a resilient financial plan. This week, host Christian Rodwell is joined by Giles Hutson, co-founder and Executive Chairman of Insignis Cash. With a wealth of experience in investment banking and entrepreneurship, Giles shares practical strategies for optimising cash, managing risk in retirement, and future-proofing your financial decisions in a changing economic landscape.Key Topics Covered:The founding story of Insignis Cash and its mission to simplify access to the UK banking system.How Insignis helps clients diversify risk and optimise returns through a multi-bank platform.The importance of cash in retirement planning and managing sequencing risk.Insights into cash strategies for SSAS pensions and the FCA's Retirement Income Review.Predictions on the future of interest rates and their impact on savers.How technology and AI are shaping the financial services industry.Tips for navigating the risk of bank collapses and ensuring access to funds.The great wealth transfer: strategies for intergenerational wealth management.Why Listen?If you're looking to optimise your cash management, reduce risk, and better understand the role of cash in building a secure financial future, this episode is packed with actionable insights. Giles also offers a behind-the-scenes look at the evolution of Insignis Cash, its innovative platform, and how it's empowering individuals, businesses, and pension trustees to make smarter financial decisions.Resources Mentioned:Learn more about Insignis Cash: www.insigniscash.comWealthBuilders Wealth Hub: WealthBuilders WebsiteConnect with Us:Subscribe to Wealth Talk on Spotify, Apple Podcasts, or your favorite podcast platform.Follow us on YouTube and join the conversation.For WealthBuilders members, access exclusive resources through the Wealth Hub.Next Steps On Your Wealth Building Journey: Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Joining the podcast today is Dr. Shonna Waters, a leading researcher on the workplace of today and the future, and the Co-Founder and CEO of Fractional Insights, an organizational psychology research firm. Steve and Dr. Waters discuss the rapid transformation of the workplace, brought on by new technologies, geopolitical uncertainty, and shifting organizational priorities. They also speak about how to stay grounded when the ground around us is shaking, how security professionals can manage stress and negativity brought upon by constantly searching for threats, and how a growth mindset can help build resilience. Key Takeaways: The professional environment is changing faster than we are.  How bridging the language gap between security and sales is challenging, but key for business success. A growth mindset can build resilience.  Tune in to hear more about: What people look for in the workplace (1:56) How to manage stress at work (18:22) How a growth mindset can help us become more resilient (21:42) Standout Quotes: “There's a lot going on out there, and I think that there's this general sentiment that the ground is moving under our feet. We all are feeling overstimulated and ungrounded, I think, generally speaking, and it's a really hard place to navigate as an employee. It's also a really hard place to lead from.” - Dr. Shonna Waters “No matter what you're selling or producing, there is a human at the beginning of it and at the end of it, at a minimum, right? It's the concept, the leadership of it, the orchestration, no matter how much you minimize humans in the process. There's human ingenuity at the top of that chain. And then at the bottom of it, you have your customers.” - Dr. Shonna Waters “There are conscious choices that you can make to lean more into that idea that you can grow and practice. And I think for any of us, one way to really encourage ourselves around that is to think back to other things that you've done that got easier over time or you were able to improve your skills.” - Dr. Shonna Waters Read the transcript of this episode Subscribe to the ISF Podcast wherever you listen to podcasts Connect with us on LinkedIn and Twitter  From the Information Security Forum, the leading authority on cyber, information security, and risk management.

YouTube: https://youtu.be/ydwdrZXtjzISpotify: https://spoti.fi/35ZJGLTIn this episode of Beyond the Resume, hosts Chris Papa and Lisa Flicker interview Jeffrey Rosenberg, Chairman and CEO of Big V Property Group—a national owner and operator of open-air shopping centers with a $2+ billion portfolio.Rosenberg shares insights from four decades in commercial real estate, including how his family's grocery business laid the groundwork for his leadership style, investment philosophy, and long-term business strategy. He discusses Big V's focus on large-format retail centers, investor relations, risk management, and the evolution of omnichannel retail.Listeners will gain valuable perspectives on building resilient companies, navigating market cycles, and the importance of core values in leadership. The episode also features "The Hot Seat," where Rosenberg answers rapid-fire questions on books, career milestones, and personal decision-making under pressure.Ideal for real estate professionals, investors, and business leaders looking to learn from a seasoned industry executive.Chapters (01:00) Intro & Background(03:18) Early Work Ethic and Family Roots(06:37) From Supermarkets to Real Estate(10:52) Building Big V Property Group(14:10) Core Values and Leadership in Crisis(17:45) Investing in People and Culture(21:30) Scaling and Managing Risk(24:58) The Future of Retail Real Estate(28:21) The Hot Seat(32:40) Reflections, Mentors, and Final Advice---LinksYouTube: https://youtu.be/ydwdrZXtjzISpotify: https://spoti.fi/35ZJGLTApple Podcasts: https://apple.co/3I3nkG9Web: https://www.jacksonlucas.com/podcast/jeffrey-rosenberg

John Pendleton and Alex Shaw discuss the evolving landscape of risk management and how leading edge companies are approaching this. You will gain perspective on a few …Listen Now

Unlock the investing wisdom of Warren Buffett and apply it directly to YOUR franchise journey! In this solo episode, Giuseppe Grammatico breaks down Buffett's 5 core rules for building wealth (Long-Term Vision, Staying Informed, Competitive Edge, Quality, Managing Risk) and shows how they translate into actionable strategies for franchise owners and aspiring entrepreneurs. Timeless advice for lasting success!Connect with Franchise Freedom on:Website: https://ggthefranchiseguide.com/podcast/LinkedIn: https://www.linkedin.com/in/giuseppe-grammatico/Facebook: https://www.facebook.com/GGTheFranchiseGuideX: https://twitter.com/ggfranchguideInstagram: https://www.instagram.com/ggthefranchiseguide/YouTube: https://www.youtube.com/@ggthefranchiseguideApple: https://podcasts.apple.com/us/podcast/franchise-freedom/id1499864638Spotify: https://open.spotify.com/show/13LTN5UzA57w2dTB4iV0fmThe Franchise Freedom: Discover Your New Path to Freedom Through Franchise Ownership, Book by Giuseppe Grammatico https://ggthefranchiseguide.com/book or purchase directly on Amazon.

Recognized as one of the most progressive dairy farms in Wisconsin since the mid 1960s, Norm-E-Lane Farms in Chili, Wisconsin, has a long history of not only leading in the business of dairy farming, but also of leading an entire industry forward. From engaging with the community to advocating for policy, the value of relationships is one that the late Jerry Meissner passed on to his children and grandchildren.And today we are sitting down with the third and fourth generation of the Meissner family - Josh Meissner and his son Emmett Meissner -  to learn about the legacy and resilience that drives the next generation of leadership and growth at Norm-E-Lane.About NedapThis episode is powered by Nedap. Nedap is future-proofing dairy farms by revolutionizing cow-side care through technologies in activity monitoring, cow locating, milk metering and identification. Listen for more episodes from Nedap below! Listen to Episode 36 with Megan Schrupp here: https://spotifyanchor-web.app.link/e/6H45sTWc4Ib4 High-Impact Actions to Create a Winning Farm Culture with Travis Speirs, Shiloh DairyDairy Tech in Texas: Managing 8,000 Cows with Activity Monitors featuring Nathan Moroney, Del Rio DairyProtecting His Price and Managing Risk with Nathan Moroney, Del Rio DairyManaging More Cows, More People and More Data with Derrick JosiFull-Potential Farming: Reaching the Highest Level of Performance with Cows and People through Technology with Megan Schrupp, NexGen DairyOlympic-level Business, Management and Mindset with Elle Purrier-St. Pierre and Jamie St. Pierre

Imagine you're running a nonprofit. You've got a mission that matters, a staff that believes in it, and a community that depends on you. And then, without warning, a key piece of funding evaporates. Not because of anything you did—or didn't do—but because the world shifted, policy changed, or a budget line disappeared in Washington. The grant is gone, the plan is upended, and suddenly the future isn't just uncertain—it's fragile.This week, Carrie welcomes back strategist and fundraising expert Nadine Gabai-Botero to sit with the discomfort of our shared reality. Together, they offer a framework, a way to think, respond, and lead in a moment where so many nonprofit leaders are quietly asking themselves: How do I move forward when I can barely hold ground?Nadine shares stories from the field, insights from decades of advising nonprofit leaders, and practical tools for reframing your fundraising case—not just to reflect the urgency of the moment, but to invite donors in as collaborators. From building “resilience funds” to quietly rethinking the purpose of your gala, to using technology to remove friction from giving, Nadine offers a way forward that is both pragmatic and deeply humane.Along the way, they challenge the idea that scarcity must lead to silence. They talk about the courage to be transparent when things aren't perfect, about engaging lapsed donors as latent allies, and about why resilience isn't just a buzzword—it's a posture, a practice, and a way of holding steady in the storm.Somewhere between budget cuts and hopeful pledges, between the noise of a turbulent news cycle and the stillness of a personal letter from a nonprofit director who's never asked before, this episode becomes what so many leaders are craving: a companion in asking the hardest questions.In the end, this is a conversation about values, vulnerability, and the belief that missions—when stewarded with clarity and courage—do more than survive hard times. They rise to meet them.Links & NotesFocus Fundraising: 15 Years of Collaboration & ImpactConnect with Nadine on LinkedIn (00:00) - The Impact on Non-profits (01:21) - Transparency (05:49) - Managing Risk (08:08) - Movements & Pledges Toward Generosity and Action (11:22) - Donor Action (22:14) - Market Impact and Donor Heistance (24:42) - Lessons for your Notes (27:30) - The Mission Partners Commitment to Give

In this episode, Sean Martin speaks with Richard Seiersen, Chief Risk Technology Officer at Qualys, about a new way to think about cybersecurity—one that puts value and business resilience at the center, not just threats.Richard shares the thinking behind Qualys' Risk Operations Center, a new approach that responds directly to a common pain point: organizations struggling to manage vast amounts of telemetry from dozens of security tools without clear direction on how to act. Instead of forcing companies to build and maintain massive internal platforms just to piece together asset, vulnerability, and threat data, Qualys is creating a system to operationalize risk as a real-time, measurable business function.With a background that includes serving as Chief Risk Officer at a cyber insurance firm and co-authoring foundational books like How to Measure Anything in Cybersecurity Risk and The Metrics Manifesto, Richard frames the conversation in practical business terms. He emphasizes that success is not just about detecting threats, but about understanding where value exists in the business, and how to protect it efficiently.From Security Operations to Risk OperationsWhile a traditional SOC focuses on attack surface and compromise detection, the Risk Operations Center is designed to understand, prioritize, and mitigate value at risk. Richard describes how this involves normalizing data across environments, connecting asset identities—including ephemeral and composite digital assets—and aligning technical activity to business impact.The Risk Operations Center enables teams to think in terms of risk surface, not just threat surface, by giving security leaders visibility into what matters most—and the tools to act accordingly. And importantly, it does so without increasing headcount.A CISO's Role in the Business of RiskRichard challenges security leaders to break away from purely tactical work and lean into business alignment. He argues that boards want CISOs who think strategically—who can talk about capital reserves, residual risk, and how mitigation and transfer can be measured against business outcomes. In his words, “A successful business is in the business of exposing more value to more people… security must understand and support that mission.”This episode is packed with ideas worth listening to and sharing. What would your version of a Risk Operations Center look like?Learn more about Qualys: https://itspm.ag/qualys-908446Note: This story contains promotional content. Learn more.Guest: Rich Seiersen, Chief Risk Technology Officer, Qualys | https://www.linkedin.com/in/richardseiersen/ResourcesLearn more and catch more stories from Qualys: https://www.itspmagazine.com/directory/qualysLearn more and catch more stories from RSA Conference 2025 coverage: https://www.itspmagazine.com/rsac25______________________Keywords:sean martin, richard seiersen, risk, cybersecurity, data, resilience, telemetry, automation, ciso, soc, brand story, brand marketing, marketing podcast, brand story podcast______________________Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More 

KeywordsBitcoin, mining, Foundry, FPPS, mining pools, education, protocols, risk management, innovations, communitySummaryIn this conversation, Rob Warren and Jay Beddick discuss the intricacies of Bitcoin mining, focusing on the role of Foundry, the importance of education in the mining space, and the technical challenges associated with mining protocols. They delve into the various payout structures used in mining pools, particularly the FPPS model, and the risks involved in managing these pools. The discussion also highlights the need for innovation in mining payouts and the significance of community engagement in the Bitcoin ecosystem.TakeawaysJay Beddick is the VP of research at Foundry, a vertically integrated Bitcoin mining software company.Mining has historically been a maligned aspect of Bitcoin, often overlooked in discussions.Education on mining is crucial, and hands-on experience is one of the best ways to learn.FPPS (Full Pay Per Share) is a popular payout structure but comes with significant risks.Managing a mining pool requires maintaining a capital buffer to handle payout obligations.The mining community is becoming more vocal about innovations and challenges in the space.Stratum is a critical protocol for communication between miners and pools.New payout methodologies are being explored to reduce centralization risks in mining.Community events like Thames and Bitcoin Plus Plus are important for fostering discussions in the mining space.The future of mining will involve more transparency and innovation in payout structures.Chapters00:00 Introduction to Bitcoin Mining and Foundry03:03 Understanding Mining Protocols and Technical Challenges05:48 The Importance of Education in Mining09:04 Exploring Stratum Protocol and Pool Dynamics11:49 FPPS vs. PPLNS: Understanding Pool Payment Structures15:15 Managing Risk in Mining Pools17:46 Looking Ahead: Upcoming Events and Innovations

Oscilar CEO Neha Narkhede discusses AI for risk management, focusing on fraud & financial crime detection. Learn how AI breaks data silos & improves security.

Catrin Townsend, Director of Education at PriceWriters and Author of "A Risky Business: An Actuary's Guide to Quantifying and Managing Risk in Society". We talk about her career, how she fell in love with insurance, especially the actuarial profession, and her book.Catrin Townsend: https://www.linkedin.com/in/catrin-townsend-608b44234/A Risky Business: https://amzn.to/4irPTzmPrice Writers: https://pricewriters.com/Prior Episode about Price Writers: https://youtu.be/K9Wnp-MnVEs?si=y8gAXVI4O-iSrkrmVideo Version: https://youtu.be/eQatIM2LmpQ

In this episode, Monika begins with a heartfelt discussion on the complex intersection of love, family, and money. She shares emotional real-life examples from listeners who are supporting family members burdened by financial irresponsibility. From parents with speculative debts to spouses with no income, Monika lays out a step-by-step approach to setting financial boundaries without feeling guilty. Her message is clear: love should not come at the cost of personal financial ruin. It's crucial to differentiate between support and enabling, and to prioritize long-term personal security.Next, Monika explains what a market correction is and why it isn't necessarily a bad thing. A 10% to 20% dip in the market is often a natural breather after a strong bull run. Instead of panicking and selling off equity holdings, Monika encourages investors to review their asset allocation and use the correction as an opportunity to invest more strategically. She underscores that timing the market is risky and generally unsuccessful, while a consistent investment approach tends to perform better in the long run.In the listener Q&A, Nidhi asks if she should sell her apartment or keep it for rental income in retirement. Ashwath from Chennai wants clarity on why portfolio rebalancing is necessary and how it affects returns. Alok Shahapurkar seeks help in analyzing the cap-size spread in his mutual fund portfolio, especially when funds contain blended exposures.Chapters:(00:30 – 06:32) Navigating Love, Money and Family Boundaries(06:33 – 07:47) Understanding Market Corrections(07:48 – 11:53) Evaluating Real Estate in a Retirement Portfolio(11:54 – 14:15) The Role of Rebalancing in Managing Risk(14:16 – 16:59) Assessing Market Cap Exposure in Mutual Fundshttps://investor.sebi.gov.in/https://www.valueresearchonline.com/If you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠Monika's book on mutual funds⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠Monika's workbook on recording your financial life⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠Calculators⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠@MonikaHalan⁠⁠⁠Instagram ⁠⁠⁠@MonikaHalan⁠⁠⁠Facebook ⁠⁠⁠@MonikaHalan⁠⁠⁠LinkedIn ⁠⁠@MonikaHalan⁠⁠Production House: ⁠⁠www.inoutcreatives.com⁠⁠Production Assistant:⁠⁠ Anshika Gogoi⁠⁠

David Harden sees buying opportunities in the tech sector, saying to examine where the sources of revenue come from. In other names, he's more interested in taking gains. “Managing risk needs to become a staple” in how people view money, he emphasizes: investors have to set themselves up before the plunge, not try to react to it in real time.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they? Free financial resources & episode transcript: https://bit.ly/ymyw-525 DOWNLOAD The Recession Protection Guide WATCH the Market Volatility webinar with Joe Anderson, CFP® and Brian Perry, CFP®, CFA from Pure Financial Advisors on demand  DOWNLOAD 10 Tips for Real Estate Investors WATCH How Your Home Can Create Retirement Income on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Thanks to Million Podcasts for ranking YMYW in several of their "Best of" lists! Read more. Timestamps: 00:00 - Intro 00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® 24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide 24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA) 33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL) 44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors 44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA) 53:33 - YMYW Podcast Outro

In this episode, Steve Vancore and FLC Chief of Insurance and Financial Services Chris Krepcho delve into the complexities of risk management within local government. They discuss how risk tolerance varies significantly based on factors like city size, financial reserves, and the unpredictability of certain risks like workers' compensation. The conversation highlights the importance of periodically reassessing risk strategies to adapt to changing costs and conditions.The duo also explores the role of leadership in shaping risk tolerance, noting that some city leaders are more willing to accept risks for potential gains, while others prefer to transfer risks entirely. They touch upon the challenges faced by municipalities in managing insurance rates influenced by global events and local disasters like hurricanes.

Today we're joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investing is strategic and based on positive expected returns. Key principles such as diversification, market participation, and moral screening help build a sound investment strategy while mitigating risk. Opportunity cost plays a crucial role in investing, as conservative strategies offer stability but may not keep pace with inflation, making a balanced approach essential. Ultimately, investing should be goal-oriented, tailored to different life stages, and focused on both financial growth and thoughtful spending. We conclude with practical steps: assessing current strategies, ensuring alignment with long-term objectives, and seeking professional guidance when needed.Phil Francois is a Certified Financial Planner and founder of Foundation Wealth Planning, dedicated to helping families and business owners navigate financial complexities with a faith-based approach rooted in biblical principles. Anthony Guzman is a fiduciary financial planner dedicated to helping families and individuals achieve peace of mind through holistic financial planning, guiding them to make prudent decisions and steward their resources wisely.Key Takeaways:• Financial decisions should reflect personal beliefs, whether through faith-based stewardship or ethical investing.• A comprehensive financial strategy considers not just investments but overall life goals, risk tolerance, and family priorities.• Spreading investments across different assets helps mitigate risk and enhance long-term stability.• Effective financial planning involves optimizing what God has provided to support family, community, and faith-driven goals.• True financial well-being comes not just from accumulating wealth but from thoughtful spending and alignment with values.• A trusted advisor helps align financial strategies with personal and family objectives.Key Timestamps: (00:00) - The Basics of Investing and Money Management(03:49) - The Importance of Diversification in Investing(13:16) - Managing Risk and Reward in Investments(19:35) - Fine-Tuning Your Portfolio(35:46) - Practical Tips for Managing Your InvestmentsKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, gambling vs investing, risk, inflation, diversification, investment portfolioMentions:Anthony's Website: https://www.pioneerwealth.com/Phil's Website: https://www.foundationwealthplanning.com/ More of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/members/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com

Tim Acker – Portfolio Manager, Allan Gray SAfm Market Update - Podcasts and live stream

From our Exponential Risk breakout session, to joining us on InsTech podcast - this week we are spotlighting Neena Saith's valuable discussion on the science of resilience.  Resilience is a familiar term in insurance, often associated with mitigating risk and protecting against natural disasters. But what about resilience at a personal level? How can individuals in high-pressure roles manage stress effectively and maintain their well-being? In this episode, Matthew Grant brings back Neena Saith, a former colleague and catastrophe risk analyst turned stress and resilience specialist, about the importance of managing personal stress in the workplace. Neena shares her journey from catastrophe modelling to working with individuals and organisations to help them recognise, understand and address stress. Together, they explore the physical and psychological impacts of stress, how organisations can create a healthier work culture and practical techniques for managing stress in high-pressure environments. Further resources connected to the conversation:  Anxiety Rx by Dr. Russell Kennedy – exploring the mind-body connection in managing anxiety When the Body Says No by Dr. Gabor Maté – understanding the link between stress, emotions and physical health Neena's website: www.neenashealing.com – for coaching, group programs and corporate workshops How to Meet Yourself by Dr Nicole LePera - an interactive workbook designed to help every reader uncover their authentic self. Connect with Neena on LinkedIn: Neena Saith Key Talking Points The missing conversation in insurance – why workplace stress and personal resilience matter just as much as risk modeling Recognising stress cycles – understanding how the body responds to stress and how to complete the stress cycle for recovery Mind-body connection – how unresolved stress manifests physically and why mental and physical health cannot be treated separately Building awareness – learning to recognize personal stress triggers and early warning signs before they escalate Practical techniques – breathing exercises, movement, and micro-breaks to reduce stress and improve resilience Organisational responsibility – how companies and managers can support employees by fostering open conversations about stress Personal responsibility – setting boundaries, managing workload, and creating habits that support long-term resilience Beyond the workplace – the impact of work-related stress on personal relationships and how to navigate it If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. You can also contact Neena Saith on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Describe how stress affects both the mind and body and why resilience is essential in high-pressure environments Explain the concept of the stress cycle and the importance of completing it for long-term well-being List practical techniques for reducing stress in daily work life, including breathing exercises and movement strategies If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 347 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryTim Guleri is a seasoned venture capitalist and managing partner at Sierra Ventures, a Silicon Valley-based early-stage technology-focused venture capital firm. With over two decades of experience in the technology industry, he has a strong track record of identifying and nurturing successful startups. Before joining Sierra Ventures, he co-founded Scopus Technology, which went public in 1995 and was later acquired by Siebel Systems for $460 million, and Octane Software, which was acquired by E.piphany in 2000 for $3.2 billion.  ➡️ Show Linkshttps://www.x.com/timguleri/  https://www.linkedin.com/in/timguleri/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/  Lingoda - https://try.lingoda.com/successstory (Code: scott25)Vanta - https://www.vanta.com/scottFederated Computer - https://www.federated.computerCornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073FreshBooks - https://www.freshbooks.com/pricing-offer/Bank On Yourself - https://www.bankonyourself.com/scottStash - https://get.stash.com/successstoryNetSuite — https://netsuite.com/scottclary/Indeed - https://indeed.com/clary ➡️ Talking Points00:00 - Intro05:23 - The Common Thread in Tim's Journey08:01 - Born Entrepreneur or Learned Skill?10:31 - How Entrepreneurs Find Their Focus18:30 - Tim's Career & Investment Philosophy22:08 - Sponsor Break24:46 - The Evolution of Sierra Ventures30:27 - Founder Traps in Venture Capital35:08 - Managing Risk at Sierra Ventures40:57 - Finding Investors: Tips for Founders49:50 - Sponsor Break52:03 - The Biggest Challenge for First-Time Entrepreneurs57:24 - Riding Trends vs. True Innovation1:00:26 - Is There an Undiscovered Playbook for Distribution?1:03:17 - Scaling Without Crashing1:08:05 - Making High-Stakes Decisions with Confidence1:12:28 - Smart Exit Strategies for Entrepreneurs1:17:03 - Final Thoughts from Tim Guleri

Join our Mailing ListCheck out our on-demand workshops for the coffee industry: "Introduction to Regenerative Coffee Farming" | "It's Time to Become a Coffee Consultant"••••••••••••••••••••••••••••••••This is the 3rd episode in a 5-part series on The Daily Coffee Pro Podcast by Map It Forward.This series on the podcast is a solo series with Lee Safar to give business owners in the coffee supply chain an insight into how Map It Forward is preparing our 1 on 1 clients and participants in our Mastermind Groups for the volatility of 2025 and 2025.The intention behind this series is to guide those who, for whatever reason, cannot access our consulting services or Mastermind Groups.No element of this podcast series is meant to be advice for your business. You should seek the professional services of a business advisor or consultant that fits the needs of your business if you require assistance.In this series, we will cover the following 5 features in business:1. Steps for Getting Informed About Coffee's Current Volatility - https://youtu.be/3Ci6N6EVHzc2. Understanding Your Business and The Market - https://youtu.be/DpjfCC4SXmo3. Risk Management In Your Supply Chain - https://youtu.be/r_zS22fYM3U4. Communication with Your Business Stakeholders - https://youtu.be/YAraTB9XqEQ5. Strategic Planning For This Market Volatility - https://youtu.be/99M61AyffNQIn this episode of The Daily Coffee Pro by Map It Forward, host Lee Sofar delves into managing risk in the volatile coffee industry from 2025 onwards. Discussing essential strategies for green coffee stakeholders like farmers, exporters, buyers, and roasters, Lee emphasizes redistributing risk for a more stable and fair market. Learn how to secure your coffee supply, establish equitable pricing, and enforce fair payment terms. This episode also examines the importance of mature business practices to ensure a robust and sustainable coffee supply chain. Don't miss expert advice on preparing for the industry's future challenges.00:00 Understanding the Coffee Supply Crisis00:47 Introduction to Coffee Consulting Workshop01:25 Series Overview and Purpose02:28 Managing Risk in the Coffee Industry02:57 Redistributing Risk Among Stakeholders03:47 Strategies for Stable and Fair Pricing11:00 Importance of Payment Terms12:41 Growing Up as an Industry15:50 Mastermind Groups and Conscious Capitalism16:26 Conclusion and Next Episode Preview16:43 Closing Remarks and Call to ActionConnect with Lee Safar and Map It Forward here:https://mapitforward.coffeehttps://www.instagram.com/mapitforward.coffeehttps://www.linkedin.com/in/leesafar/support@mapitforward.org••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailinglist

How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45).Show Notes:The Dog Collar portfolioMarkets And Dividend Investing Are Evolving - How To Take AdvantageSungarden YARP PortfolioRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Join our Mailing ListCheck out our on-demand workshops for the coffee industry: "Introduction to Regenerative Coffee Farming" | "It's Time to Become a Coffee Consultant"••••••••••••••••••••••••••••••••This is the 3rd episode in a 5-part series on The Daily Coffee Pro Podcast by Map It Forward.This series on the podcast is a solo series with Lee Safar to give business owners in the coffee supply chain an insight into how Map It Forward is preparing our 1 on 1 clients and participants in our Mastermind Groups for the volatility of 2025 and 2025.The intention behind this series is to guide those who, for whatever reason, cannot access our consulting services or Mastermind Groups.No element of this podcast series is meant to be advice for your business. You should seek the professional services of a business advisor or consultant that fits the needs of your business if you require assistance.In this series, we will cover the following 5 features in business:1. Steps for Getting Informed About Coffee's Current Volatility - https://youtu.be/3Ci6N6EVHzc2. Understanding Your Business and The Market - https://youtu.be/DpjfCC4SXmo3. Risk Management In Your Supply Chain - https://youtu.be/r_zS22fYM3U4. Communication with Your Business Stakeholders - https://youtu.be/YAraTB9XqEQ5. Strategic Planning For This Market Volatility - https://youtu.be/99M61AyffNQIn this episode of The Daily Coffee Pro by Map It Forward, host Lee Sofar delves into managing risk in the volatile coffee industry from 2025 onwards. Discussing essential strategies for green coffee stakeholders like farmers, exporters, buyers, and roasters, Lee emphasizes redistributing risk for a more stable and fair market. Learn how to secure your coffee supply, establish equitable pricing, and enforce fair payment terms. This episode also examines the importance of mature business practices to ensure a robust and sustainable coffee supply chain. Don't miss expert advice on preparing for the industry's future challenges.00:00 Understanding the Coffee Supply Crisis00:47 Introduction to Coffee Consulting Workshop01:25 Series Overview and Purpose02:28 Managing Risk in the Coffee Industry02:57 Redistributing Risk Among Stakeholders03:47 Strategies for Stable and Fair Pricing11:00 Importance of Payment Terms12:41 Growing Up as an Industry15:50 Mastermind Groups and Conscious Capitalism16:26 Conclusion and Next Episode Preview16:43 Closing Remarks and Call to ActionConnect with Lee Safar and Map It Forward here:https://mapitforward.coffeehttps://www.instagram.com/mapitforward.coffeehttps://www.linkedin.com/in/leesafar/support@mapitforward.org••••••••••••••••••••••••••••••••Connect with Map It Forward here: Website | Instagram | Mailinglist

She quit her corporate job… and now does $1.5M a year selling on Amazon.No warehouse. No team. No private label headaches.Just online arbitrage.Cris Beam left her 9-to-5 in 2020 and started flipping products on Amazon the next day. Fast forward a few years, and she's running a one-woman, seven-figure empire—outpacing sellers who have massive teams and warehouses.How did she do it?In this episode of The Clear the Shelf Podcast, Chris Grant and Chris Racic sit down with Cris Beam to break down:• How she scaled to $1.5M a year selling on Amazon• Why arbitrage STILL works in 2025• How she went from $6K to $100K+ months• Her favorite sourcing tools & strategies for flips• The biggest mistakes new sellers make (and how to avoid them)Cris reveals everything—her sourcing workflow, the obstacles she faced, and the decisions that took her from a beginner to a $1.5M/year seller.-------------------- RESOURCES FOR YOU:

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're thrilled to have Seth Bradley, a real estate investor, attorney, and managing partner at Law Capital Partners. With over 14 years of experience in commercial real estate, corporate law, and asset protection, Seth has worked with investors, developers, and financial institutions on complex transactions. He also runs Bradley Law, Ltd., and is the founder of Crossroads Capital Investments, where he has successfully acquired, rehabbed, and managed multifamily and single-family investments.In this episode, Seth dives into the reality of real estate investing and what happens when deals don't go as planned. He shares strategies for investors facing challenging market conditions, the importance of legal protections, and how to assess risk when investing in syndications. He also discusses emerging investment trends, including debt funds, franchises, and alternative asset classes, and how AI is reshaping due diligence in real estate.If you're looking to safeguard your investments and navigate difficult deals with confidence, tune in now to hear Seth Bradley's expert insights!TIMESTAMPS01:28 – Guest Intro: Seth Bradley02:47 – Rising Interest Rates & Deal Challenges06:13 – Lessons from Past Investment Cycles08:31 – Why Some Deals Fail & How Investors Can Protect Themselves11:50 – The Importance of Fixed vs. Adjustable-Rate Loans15:05 – Debt Funds, Business Acquisitions & Cash-Flow Opportunities17:42 – AI Tools for Passive Investors & Real Estate Due Diligence20:17 – Managing Risk and Dealing with Bad Investments23:48 – Seth's Experience Running Gyms & Franchises26:43 – How to Connect with Seth & Final ThoughtsConnect with the Guest:Website: https://www.tribevest.com/Linkedin: https://www.linkedin.com/in/sethpaulbradley/Instagram: https://www.instagram.com/sethbradleyesq/Youtube: https://www.youtube.com/@sethbradleyesq#RealEstateInvesting #PassiveIncome #AlternativeInvestments #DueDiligence #FinancialFreedom

This episode of Volatility Views dives into the current state of the volatility market, with insights from hosts Mark Longo, Mark Sebastian, and Russell Rhodes. The discussion kicks off with the latest developments in VIX futures and options trading, highlighting notable market activities and trends, such as the overwhelming volume of VIX trading and the specifics of some substantial trades. The panel addresses the rise in volatility, characterized by increased daily market movements and backwardation in the VIX futures curve. Special emphasis is placed on volatility strategies and the continued importance of monitoring geopolitical and macroeconomic factors. The episode also delves into related volatility products like S-VIX and U-VIX, offering insights into the challenges and opportunities they present. The show concludes with the Crystal Ball segment, where the hosts predict future volatility levels, providing a comprehensive overview for volatility traders and enthusiasts.   01:05 Welcome to Volatility Views 02:32 Deep Dive into Volatility 02:48 Market Analysis and Guest Introductions 05:56 Volatility Review 11:44 Intraday Market Movements 23:11 VIX Futures and Options Activity 33:39 Managing Risk with Open Interest 34:31 Tuesday's Exit Trade Analysis 36:42 Wednesday's March 12th Options Activity 38:37 Thursday's VIX Trades and Strategies 39:59 VIX Options Volume and and Market Trends 46:01 SVIX and UVIX Market Dynamics 52:05 Volatility ETPs and Trading Strategies 54:52 Crystal Ball Predictions and Market Insights 01:01:46 Conclusion and Upcoming Events  

Jackie Sanz, Protiviti's Managing Director in the Risk & Compliance Solution, hosts Risky Women Radio, featuring Naomi Bartlett and Natasha Anzik discussing AI's role in risk management. Naomi, from IGM Financial, highlights the challenges of balancing regulatory changes, team development, and AI adoption. Natasha, from Wealthsimple, emphasizes the need for speed, stakeholder trust, and adaptability. Both discuss AI's impact on customer support, financial advising, and compliance, including AML and privacy. They stress the importance of governance, risk-averse strategies, and leveraging AI for thematic analysis and automation to enhance efficiency and risk management. SHOW NOTES 02:50 Challenges in Managing Risk 08:40 Impact of Post-Pandemic Technology Adoption 16:15 Naomi's Perspective on AI Use Cases and Governance 23:15 Building a Risk-Disciplined Strategy 31:39 Future Value of AI in Second Line Practices Get Transcript and more compliance content: https://www.riskywomen.org/2025/03/podcast-s8e2-adoption-of-ai-to-support-2nd-line-functions/

Send us a textShownotes can be found at https://www.profitwithlaw.com/470.How can whole life insurance pave the way for generational wealth?Join Moshe Amsel and Tom Wall, a keynote speaker and expert in permanent life insurance-based strategies as they share their insights on how whole life insurance can be used as a tool for retirement, tax strategy, and wealth creation. Moshe and Tom delve into the advantages of whole life insurance beyond just coverage for loved ones, exploring its potential as a conservative asset with tax-free growth and as a liquidity tool for business owners and real estate investors.Listen now to learn how to leverage whole life insurance as a strategic asset in achieving generational wealth!Chapters:[00:00] Introduction to Tom Wall[05:35] When Business Owners Should Consider Whole Life Insurance[12:00] Can You Retire on Your Policy's Cash Value?[14:32] Borrowing & Tax Benefits: Using Whole Life Insurance as a Business Asset[21:28] 401(k) vs. Whole Life[30:49] Managing Risk, Taxes & Access: Why Whole Life is the Best “Boring” Money[41:31] Tom's Parting Piece of AdviceResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereConnect with Tom Wall: Instagram | LinkedInPermission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance by Tom Wall - https://www.amazon.com/Permission-Spend-Maximize-Retirement-Best-Kept/dp/1959840215Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.Connect with Moshe on:Facebook - https://www.facebook.com/moshe.amselLinkedIn - https://www.linkedin.com/in/mosheamsel/

As the world intensifies its efforts toward Net Zero, Asia stands at the forefront of the global energy transition, representing half of global energy demand and emissions. With heavy dependence on fossil fuels across most large Asian economies, the path to Net Zero will be both challenging and full of opportunities for forward-thinking companies. In this episode, Ninette Dodoo is discussing the emerging trends in Asia's energy transition journey with Asia M&A partners Philip Morgan and Gordon Palmquist, as well as Jake Reynolds, the firm's head of client sustainability and environment. Join us as we explore how corporate leaders can navigate risks and seize opportunities in Asia's evolving energy landscape.  Listen now

The Money Talks crew chats managing risk.

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro welcomes back Private Equity expert Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the next episode of The Private Equity CFO. Together, they break down the key considerations for businesses looking to secure Private Equity investment, the challenges of the process, and how CFOs can prepare to maximize returns.Key topics covered include:Is Private Equity the right option for your business?What makes a business ‘mature' enough for Private Equity?Red flags that Private Equity investors watch out forFinding the right private equity house and corporate finance advisor:The Private Equity investment process: What to expectThe CFO's role in Private Equity investment Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Gm! This week Santi joins the show to discuss why now is crypto's time to accelerate adoption. We deep dive into Santi's updated Solana thesis, crypto's biggest opportunities in 2025, what's next for Inversion & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don't miss out - offer expires 15 April 2025! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:03) Crypto's Broken Funnel (08:01) What's Crypto's Biggest Opportunity? (15:16) Ledger Ad (16:04) DePIN (19:58) Crypto's End State (25:53) The Solana Thesis (30:46) Crypto Tax Calculator Ad (31:18) Ledger Ad (32:06) Managing Risk (47:03) What's Next For Inversion? (55:20) Reviving Old Businesses -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder's award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder. What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Today, we'll focus on the topic everyone in the trucking industry shouldn't miss - solving safety concerns and managing risks! Rob Carpenter joins us to discuss the significance of understanding both broker and carrier perspectives, particularly in compliance issues, improving situational awareness and enhanced safety among drivers, implementing training programs, and pushing for better insurance practices to mitigate legal risks!   Connect with Rob Website: https://www.trucksafe.com/   LinkedIn: https://www.linkedin.com/in/rob-carpenter-cds-cdm-e-74500977/  

Good evening I am back and Oh how I have missed..... most of you. I am pleased to announce that I have officially joined a new crypto company as a paid non paid intern.. I accidentally landed some new employment that I found on Discord when I thought I was logging into my very expensive porn account. Alas.  It is a privilege to be thrust into an industry responsible for banking the unbanked and unnecessary.To be clear, it is not that I need a job, it was just that I need funding outside of my dwindling Trustfund to support my chronic Degenerate memecoin and Christian Louboutin addiction side ordered with usual sessions with Psychic Derek on Rodeo Drive, who btw says Ethereum is a boomer chain.I digress. Lets start from the beginning. I realized I needed employment for money that I did not want to ask my husband for.I realize crypto fixes this. Yet I had no legitimate interests other than Rich people and scams. I am indeed  creepto native. I've made out with Do Kwon at the Four Seasons Lobby Permissionless 2017, and I can deposit $1000 dollars of my husband's money into my Kraken account to buy Pax Gold hashtag Tokenize Atangonize. I digress.My guest today is Sir Joseph Cox, who's cobalt blue collar background and lack of cartilage in his nose goes well with his startlingly romantic understanding of literature and Patricidicial Operas.  He is our White Knight Sam Bankman Fried meets the rough and tough Mark Wahlberg Wrestler of our crypto generation who can reference opera, Volatility, and can beatup a thug on the subway  in the same breadth. C'est sexy. C'est scary. With his keen mathematical mind and rampantly stringent approach to risk, Joseph and his team at Valmar do a lot of things at Valmar to manage crypto funds that I do not understand. They do not use Discord.   Joseph and I met on the jury of the Karen Read trials in January of 2022 late night at the Ritz hotel in Boston, over dirty martinis pouring over the witness' neighbors text messages while talking opera and Solana, utterly convinced of her guilt and her innocence and her guilt and then back again, much like how the jurors of OJ Simpson must have felt. Joe despite his cobalt blue collar background, has built himself up to the creme da la creme of the glitterati of crypto hedge fund knowledge and success and it was a pleasure for him to grace Headquarters. I look forward to returning to Jury. See you at the St. Regis. #GlitterLedger 

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceA Good Litmus TestIn this episode, we will cover:IntroBitcoin Crashes Below $91K, Then Recovers!Crypto Liquidation: What Happened?Trump's Tariffs & Market ReactionStock Market Rebound & Tesla UpdateSovereign Wealth Fund: What It Means for BitcoinCrypto Patterns: Is a Bull Run Coming?Managing Risk in Volatile MarketsFinal Thoughts & Q&ACONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

In this episode, Bill and Andy Bush discuss the "7 Stages of Financial Well-Being," a concept developed by Money Coaches of Canada. They explore each stage, from financial chaos to financial fulfillment, and provide practical insights into how individuals can move up the financial staircase. With a focus on building confidence and intentionality, this episode is a roadmap for anyone seeking financial freedom and stability. Whether you're in financial chaos or nearing financial fulfillment, Bill and Andy share tips and strategies to help you navigate the emotions, behaviors, and actions needed to reach the next level. Time-Stamped Chapters: 00:08 – Welcome and Introduction: The 7 Stages of Financial Well-Being 02:20 – Defining Financial Confidence and Well-Being 03:30 – Stage 1: Financial Chaos—Understanding the Struggles and Emotions 06:00 – Stage 2: Financial Avoidance—Awareness and Desire to Change 06:50 – Stage 3: Financial Awareness—Taking Charge and Building a Plan 09:00 – Stage 4: Financial Stability—Basics in Place and Moving Forward 11:39 – Stage 5: Financial Security—Following a Plan and Managing Risk 13:55 – Stage 6: Financial Freedom—Living the Life You Want 16:11 – Stage 7: Financial Fulfillment—Spending and Giving Aligned with Values 18:27 – Steps to Move Up the Ladder—Intentional Planning and Guidance 20:00 – How to Seek Help and Resources for Financial Growth Sound Bites: "Financial confidence is about the freedom to make life choices without being overburdened by financial worries." "Organization brings about stability. When you know where everything is, you feel more in control." "If it is to be, it's up to me.” Moving up the financial ladder starts with taking personal responsibility." "Financial fulfillment is about aligning your money with your values and using it as a tool to achieve your purpose." Main Takeaways: Financial Chaos: Characterized by disorganization, fear, and living paycheck to paycheck. Overcoming this stage requires addressing behavior and habits. Financial Awareness: The first step towards change involves acknowledging the problem and building a plan. Financial Stability: Basics like emergency savings and retirement contributions are in place, but continued effort and organization are key. Financial Fulfillment: At the top of the scale, money is no longer an obstacle but a tool to live a purposeful life aligned with values. Steps to Progress: Planning and intentionality are the antidotes to financial fear, and seeking guidance can provide the clarity needed to move forward. Resources: Money Coaches of Canada – Learn more about the "7 Stages of Financial Well-Being." Horizon Financial Group Resources—Explore tools and resources to improve your financial confidence. Contact Information: Bill Bush – bbush@horizonfg.com Andy Bush – abush@horizonfg.com Horizon Financial Group – Website Disclosures: The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisors LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. Bill Bush and Andy Bush are registered representatives offering securities and advisory services through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Address: 15015 Jamestown Boulevard, Suite 100, Baton Rouge, Louisiana 70810.  

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Retirement planning is not about avoiding risk—it's about managing it wisely to secure your future."Chapters0:00 - Introduction: Should You Use the G Fund or Lifecycle Funds? - Understanding TSP Growth as You Approach Retirement0:45 - Managing Risk with Larger TSP Balances - The Impact of Market Losses on Your TSP1:00 - G Fund Overview: Safety and StabilityTwitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

PJ Antonik, Founder and CEO of Oak Development & Design, shares his journey from successful spec building to adapting his business model to the changing market conditions. He shares insights on the challenges of building in Nantucket's historic district, managing client relationships, and transitioning between spec and custom projects. https://www.oakdd.com   Partners:  Andersen Windows Buildertrend Velux   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

In this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategies such as covered calls and selling puts, as well as more advanced techniques like synthetic longs. The conversation covers the importance of starting with a solid equity foundation, managing risk, and the nuances of using options in various account types. 03:23 Jeff Fisher's Investing Journey 06:15 Understanding Options: A Beginner's Guide 10:48 Options Strategies: Calls and Puts 17:52 Practical Tips for Trading Options 34:39 Understanding the Value of Options 36:44 Advanced Options Strategies 42:20 Choosing the Right Stocks for Options 47:15 Managing Risk and Volatility 01:00:50 Jeff Fisher's Future Plans Companies mentioned: ABNB, NVDA, GOOG ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *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.  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more. Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply. ***************************************** Find the 2025 Portfolio Contest here: https://tinyurl.com/2025IUcontest

Mina Narayanan, a Research Analyst of AI Assessment at the Center for Security and Emerging Technology, joins this episode of AI, Government, and the Future to discuss the challenges of assessing AI systems and managing their risk. They explore the evolving landscape of AI assessment and the need for standards and testing to address bias and risks. Mina also touches on the role of industry, funding, and coordination between branches of government.

On today's podcast: 0:56 Retirement Planning and Purpose 5:15 Finding Meaning Beyond Work 6:10 The Value of Part-Time Engagement 9:54 Navigating Retirement Accounts 14:09 Deciding on Roth Conversions 18:30 Market Timing and Investment Strategy 24:32 Understanding Fund Diversification 30:46 Adjusting Portfolio Allocations 34:55 Smart Roth IRA Contributions 37:32 Managing Risk in Retirement Planning 41:38 Choosing the Right Financial Advisor Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Discomfort Zone Podcast, I'm joined by Boyd Ruppelt—a seasoned whitewater kayaker, guide, and instructor—who shares his wisdom on confronting fear and managing risk in high-stakes environments. Boyd offers a deep dive into the art of risk management and the guiding philosophies that shape his approach to both pursuing and guiding adventure sports. Together, we explore the unique mental challenges of kayaking and draw parallels to other sports Boyd is passionate about - skydiving and surfing. Boyd's stories and insights shine a light on how understanding fear can transform it into a powerful tool for growth and self-discovery. If you've ever wondered how to embrace risk, push your limits, and cultivate a richer, more fearless engagement with life, this episode is for you. Tune in and let Boyd's journey inspire your own path through discomfort and beyond!

Today, security is top of mind for high profile individuals and the people who support them. In the aftermath of the shooting that killed United Healthcare CEO Brian Thompson, Wayne DeCoste and his team at Rescor Group have had an influx of calls from people scrambling to improve their executive protection programs. Now, in a special episode of the Easemakers Podcast, Wayne shares his advice for anyone who's concerned about safety and protective services – for both the short term and the long term.  Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. -----  Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking.  In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or stock options at a private company, Ally's insights will help you tackle tricky tax issues, reduce over-concentration risks, and align your equity with your financial goals.   Listen now and learn:   Key tax considerations for equity compensation before December 31. How to avoid costly under-withholding on RSUs. Advanced strategies to diversify concentrated stock positions and preserve gains. The power of 10b5-1 plans for stress-free stock selling.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [00:37] Key Tax Considerations for Year-End Stock Compensation Planning [03:54] The Importance of Multiyear Equity Planning [09:24] Exercising Stock Options at Private Companies [14:10] Managing Risk with Equity Compensation [22:27] Advanced Strategies for Managing Mixed Equity Packages [25:38] Creative Ways to Preserve Gains and Minimize Taxes [32:49] Leveraging 10b5-1 Plans for Stress-Free Selling [34:56] Final Tips for Equity Compensation Holders

In this episode of The Art of SBA Lending Ray is joined by Brent Ciurlino at NAGGL as they unpack Brent's background in risk management and where he got his reputation as: "the fixer” Brent held significant roles, including the Director of Asset Marketing at the FDIC and several senior positions within SBA-regulated entities. His current position is with Velocity, an SBLC, where he oversees the company's strategic growth and risk management operations. Known for his innovative contributions to SBA oversight mechanisms, he has been instrumental in developing key regulatory frameworks. Moreover, Brent explains his contributions to the development of the OCRM's oversight tools like PARIS and SMARt, and his experiences in guiding multiple SBA-licensed entities through times of economic uncertainty. Key Takeaways: Strategic Growth in SBA Lending: Understand the dynamics of expanding SBA lending operations sustainably and effectively. Navigating Non-Bank Lender Challenges: Explore the pressures and regulatory requirements faced by non-bank lenders in the SBA landscape. Advocating for Risk Management: Learn the importance of balanced risk management in preventing institutional failures. Listen in as Brent and Ray explore the evolving market, the significance of risk management, and insights on navigating SBA's complex regulations. Be sure to subscribe to keep up with the rest of our Vegas interview series from NAGGL 2024!   This episode is sponsored by: Baker Lewis Baker Lewis is the SBA lending industry's premier executive search and personnel consulting firm. Schedule a call by reaching out to Dustin Baker at 940-230-4321.   Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba   SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website   BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos   Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! https://www.youtube.com/@thebdoshow http://www.youtube.com/@sbatoday   Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.

Palo Alto Networks is the leading global cybersecurity company. Over his six-year tenure there, CEO Nikesh Arora has expanded and reorganized the organization, including safely incorporating generative AI into all of its products. Nikesh explains how he's managing new opportunities and risks in the age of generative AI – including the single cybersecurity risk that keeps him up at night. He also shares his approach to leading innovation and evolving Palo Alto's go-to-market strategy when new technologies are developing so rapidly.

On today's episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 20.3% versus just 8.3% for the S&P 500. $10,000 invested into their fund at inception would have grown to over $1.2 million as of September 30th, 2024, and had that money been invested in the market, it would have been worth around $75,000. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:39 - The fundamental drawbacks of a buy-and-hold investment strategy. 10:58 - Why the stock market in the US is becoming less efficient over time. 28:48 - How Andrew thinks about allocating to AI and software businesses in his portfolio. 38:51 - How Turtle Creek manages risk investing in stocks. 52:55 - Why Turtle Creek added Kinsale Capital to their portfolio this year. 01:00:02 - What keeps Andrew going after 30 years in the industry. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Turtle Creek Asset Management. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River 7-Eleven Toyota Connect Invest Miro TastyTrade Daloopa The Bitcoin Way Facet Public Fidelity Fundrise Onramp SimpleMining Bluehost ReMarkable Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On today's episode, Clay reviews the wonderful book — Am I Being Too Subtle by Sam Zell.  Sam Zell has an impressive background, having started his career in real estate in the late 1960s.  He was the founder and chairman of Equity Group Investments, a leading private investment firm. Over the course of his career, Sam made many bold moves and investments, earning him a reputation as a savvy and fearless investor. One of Sam's most notable achievements was his role in creating the modern-day real estate investment trust (REIT) industry. He did this by founding Equity Office Properties Trust in 1997, which became the largest office REIT in the United States. In 2007, he sold the company for a record-breaking $39 billion. Just prior to passing away on May 18th, 2023, Sam had his final recorded interview with The Investor's Podcast Network. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 07:38 - The story of Sam's family escaping Poland in 1939 to head to the United States. 12:08 - Sam's early entrepreneurial and real estate ventures. 28:15 - How Sam got the nickname as ‘The Grave Dancer' within the real estate industry. 32:46 - Sam's investment criteria when buying real estate. 33:36 - How Sam capitalized on finding bargains outside the real estate industry. 50:56 - An overview of Zell's record-breaking deal in 2007. 59:12 - Sam's critical insights into building a great culture. 01:06:54 - Sam's key business principles that helped him become a billionaire. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Sam's book. Related Episode: Listen to TIP552: Mastering The Art of Investing: A Deep Dive w/ Sam Zell, or watch the video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River 7-Eleven Toyota Daloopa Bluehost TastyTrade Miro Public American Express The Bitcoin Way ReMarkable Fundrise Facet Onramp SimpleMining Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm