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Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing-related topics. He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter holder and a CFP professional. Ben, welcome to The Long View.BackgroundBioPWL CapitalRational Reminder podcastCanadian Market and Home-Country Bias“The Passive vs. Active Fund Monitor,” by Raymond Kerzerho, pwlcapital.com, Winter 2024.“Passive Beats Active Again in 2024,” by James Parkyn, capitaltopics.com, April 30, 2025.“Canadians Reducing Home Bias, Eh? Vanguard Research Finds That Investors Are Increasingly Going Global,” vanguard.ca, June 2024.Rational Reminder Podcast“Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory,” Rational Reminder Podcast, Sept. 30, 2021.“Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom,” Rational Reminder Podcast, Sept. 2, 2022.“Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation,” Rational Reminder Podcast, Dec. 21, 2023.“Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice,” Rational Reminder Podcast, March 27, 2025.“Episode 316: Andrew Chen: ‘Is Everything I Was Taught About Cross-Sectional Asset Pricing Wrong?!'” Rational Reminder Podcast, Aug. 1, 2024.“Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life,” Rational Reminder Podcast, June 11, 2020.“Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance,” Rational Reminder Podcast, Oct. 14, 2021.Other“The Misguided Beliefs of Financial Advisors,” by Juhani T. Linnainmaa, Brian Melzer, and Alessandro Previtero, Journal of Finance, March 22, 2021.Rational Reminder Community“OneDigital Expands Into Canada With Investment in PWL Capital, Expanding Wealth Management Services Across Borders,” OneDigital.com, Jan. 23, 2025.“Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice,” by Scott Cederburg, Aizhan Anarkulova, and Michael S. O'Doherty, papers.ssrn.com, March 5, 2025.The Fiscal Theory of the Price Level, by John Cochrane
Dexmedetomidine — or “Dex” — has become one of the most intriguing and versatile drugs in the anesthesia world. In this episode of Anesthesia Alchemy with hosts Lynn Macksey, MSN, CRNA and Garry Brydges, PhD, DNP, MBA, CRNA, ACNP-BC, FAAN dive deep into the pharmacology, clinical application, and emerging research surrounding this alpha-2 agonist. Here's some of what we discuss in this episode:
Unlocking Energy Storage Value: PJM Market Reforms with Brattle Group's Serena Patel Episode Overview: In this special live episode of the Solar Maverick Podcast, recorded at the 2025 Mid-Atlantic Solar & Storage Industries Association (“MSSIA”) Solar & Storage Insight Conference in New Brunswick, NJ, host Benoy Thanjan sits down with Serena Patel, Energy Research Associate at The Brattle Group, to unpack critical energy storage market reforms in the PJM interconnection. The conversation focuses on a groundbreaking report from Brattle, commissioned by the American Clean Power Association, that lays out a roadmap for unlocking the full value of energy storage across U.S. energy markets. Key Topics Covered: Why PJM's current market design undervalues flexible storage resources The two most urgent market reforms: ▪ Opportunity cost bidding for energy storage ▪ Creation of new ancillary service and ramping reserve products How suppressed price signals hinder storage operators' revenue Lessons from other RTOs like CAISO and NYISO that PJM can implement now The case for all-source procurement in local reliability planning The critical role of stakeholder engagement and policy advocacy to push reforms forward Featured Report: Energy Storage Market Design Reforms: A Roadmap to Unlock the Potential of Energy Storage By: Brattle Group for the American Clean Power Association Released: April 2025 https://www.brattle.com/insights-events/publications/brattle-experts-prepared-an-energy-storage-market-reform-roadmap-for-several-us-electricity-markets/ Notable Quotes: “Our current systems were built for legacy fossil fuel generators. If we don't reform the markets now, we risk undervaluing the flexibility that storage offers.” – Serena Patel “Opportunity cost bidding would help storage developers maximize revenue by bidding strategically, rather than being constrained by outdated market rules.” – Serena Patel Takeaway for Developers & Policymakers: To accelerate storage deployment, developers must actively engage in PJM stakeholder processes and advocate for reforms that enable revenue stacking and flexibility compensation. The Brattle report offers actionable insights to guide that involvement. Thanks to MSSIA: Special thanks to the MiSSIA for hosting the Solar Maverick Podcast at their first annual conference and for their continued solar and storage advocacy in NJ, PA, and DE. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies. He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market. This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016. He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets. Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects. He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio. Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio. He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young. Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University. Benoy was an Alumni Scholar at the Stern School of Business. Serena Patel Serena Patel is an Energy Research Associate at The Brattle Group, where she focuses on electricity market design and energy storage economics. She was a lead author on the ACP-sponsored market reform report and is deeply involved in clean energy policy development. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Serena Patel Website: https://www.brattle.com/ Linkedin: https://www.linkedin.com/in/serena-naresh-patel/ Summer Solstice Fundraiser Join Reneu Energy, Rosemawr Management, Polar Racking, Positive Deviancy, and the Solar Maverick Podcast for the 2025 Summer Solstice Fundraiser! This special evening will take place on Thursday, June 5th, from 6 PM to 10 PM at Hudson Hall in Jersey City, NJ. We'll also be raising funds for the Let's Share the Sun Foundation, which aids impoverished communities in harnessing solar energy. Event Highlights: -Venue: Hudson Hall, a Czech biergarten and smokehouse co-owned by Benoy, CEO of Reneu Energy. -Time: 6 PM to 10 PM, with delicious food throughout the evening. -Tickets: $50 https://www.tickettailor.com/events/reneuenergy/1653652
Is your performance management system helping your team thrive—or holding them back? In this episode of Behind The Numbers With Dave Bookbinder, we're joined by JJ Ghatak, founder and CEO of Onloop, who shares how he's rethinking team assessment and development for the modern workplace. Drawing from his leadership experience at Uber and his journey as an angel investor, JJ offers a deep dive into how AI—particularly generative AI—is transforming the way teams set goals, receive feedback, and grow together. We unpack: The fundamental flaws in traditional performance management systems Why goal clarity and continuous feedback are critical for high-performing teams Onloop's innovative five-layer team management framework: energy, targets, superpower feedback, blind spots, and micro-coaching How to combat burnout while fostering personal and team growth The evolving responsibilities of leaders and managers in the AI era JJ also shares his predictions on the future of work, highlighting why soft skills and human judgment are becoming even more valuable in an AI-driven world. Whether you're a business owner, team leader, or advisor helping organizations adapt to change, this episode offers powerful insights into aligning business goals with human potential. About Our Guest: JJ (Projjal) Ghatak, the visionary founder and CEO of OnLoop, is at the forefront of revolutionizing team assessment and development. With an impressive background that includes leadership roles at Uber and Accenture, Projjal has established himself as a seasoned executive in strategy and operations. Armed with an MBA from Stanford, he has chosen Singapore as the base for his entrepreneurial endeavors. As the CEO of OnLoop, Projjal leads a diverse and global team, spearheading the transformation of the future of work through the company's innovative approach. With his extensive experience and strategic vision, Projjal is reshaping the industry by leveraging cutting-edge technologies and empowering teams to reach their fullest potential. Under his guidance, OnLoop continues to disrupt traditional paradigms and deliver game-changing solutions in team assessment and development. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.
Rational thinking might drive economics, but emotional behavior drives decisions. And no one understands that better than Dan Ariely, author of Predictably Irrational, a book that's reshaped our assumptions about how people make decisions.In this episode, we're unpacking key lessons from Dan Ariely's work with the help of our special guest, Leslie Alore, SVP of Marketing at Flexera.Together, we explore what B2B marketers can learn from setting the right expectations, why fewer choices close more deals, and how the power of “free” and fear of loss can drive serious retention.About our guest, Leslie AloreAs the SVP of Marketing, Leslie Alore leads Flexera's marketing strategy with an aim to create great experiences and outcomes for our customers.Her passion for people and technology—combined with more than 15 years of marketing leadership in the tech space—has established her as a successful, results-driven executive who enables teams to do their best work.Prior to joining Flexera, Leslie served as the Global SVP of Lifecycle Marketing at Ivanti. Before that, she held various marketing, operations and GTM strategy roles at Iron Mountain. Leslie is an active speaker and mentor in the GTM community, and has been recognized among “Top Women in Marketing” by Ragan Communications and “Women of the Channel” by CRN.Leslie holds a BBA in Management, and an MBA with a concentration in Strategic Leadership from Walsh College of Accountancy and Business Administration.What B2B Companies Can Learn From Predictably Irrational:Set expectations to shape reality. Great marketing doesn't just reflect value, it creates the conditions for it. Leslie highlights how expectations shape reality. When buyers believe something is good, they interpret every detail through that lens. This isn't about manipulation, it's about clarity and consistency. Leslie says, “The effect of expectations… believing beforehand something is good, therefore it will be or the reverse.” So stop hoping your audience connects the dots. Tell them what to expect, then deliver on it. Perception isn't a bonus, it's the foundation.Shrink your options to speed the decision. Too many options stall progress. The paradox of choice tells us more isn't better, it's paralyzing. Leslie urges marketers to curate the path forward: “You actually want to give people fewer options and take control of the options that they see.” Don't just join the shortlist, define it. When you narrow the frame, you speed up the decision for your customers. Turn “free” into staying power with loss aversion. There's magic in “free,” but the real power lies in what people fear losing. Once someone uses your product, whether it's a freemium tool or an ungated resource, they've invested. Now there's skin in the game. Leslie puts it simply, “People will overvalue something that's free and ignore kind of the trade-off costs associated. And loss is psychologically painful. We don't want to lose that, which we already have.” Whether you offer software, content, or services, create early wins. Then make the cost of leaving feel higher than the cost of staying.Quotes*“ There's many organizations that lean into that power of positivity…What's very interesting is that consumer brands do this a lot very, very well. B2B organizations tend to do almost the opposite. They tend to lean more into FUD. And that's a harder road to tread.”*“ If you're an organization that is selling software, the software is designed to provide a business outcome. It's designed to solve a business problem. Instead of focusing on, here's the business problem. Doesn't that suck for you? You can say, ‘here's the solution.*“You have the power, you can feel confident about your ability to achieve X, Y, Z because you've solved this problem.' It's saying the same thing, but orienting it in a positive way and being very, very, very consistent in that message. Beat that drum over and over and over again.”*“ Narrow down the competitive options for them. Your sales process will move faster. You will be able to take better control of the narrative if you say, ‘this is us and these are the two other vendors that look like us. And here's why we are different and better, and here's what you can expect from these guys.' And that doesn't mean saying negative things about them. It's just highlighting your strengths and your virtues.”*“People are willing to accept trade-offs for something that is perceived to be free…This is the exact reason that PLG, product-led growth, is so powerful. Because if you can get people in the door with some sort of freemium offering, people will actually work harder to do the legwork to get a free product to work and interact with it, than they might be willing to put in for something that they have to go pay for. And then once they have it and they've put in the work, they don't wanna lose it.”Time Stamps[00:55] Meet Leslie Alore, SVP of Marketing at Flexera[00:56] Why Predictably Irrational?[02:20] The Role of SVP of Marketing at Flexera[02:47] Understanding Predictably Irrational[09:56] B2B Marketing Lessons from Predictably Irrational[37:49] Cognitive Dissonance in Buying Behavior[42:17] Emotional Marketing in B2B[46:18] Final Thoughts and TakeawaysLinksConnect with Leslie on LinkedInLearn more about FlexeraAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.
Check out these highlights from Day 2 of this year's awesome event!!! 00:11 - Daniel Bollone, MBA, GISP - Geographic Information Systems Administrator at The City of Winter Garden, FL 12:15 - Robyn Ryan Knaak - Partner at TopoDOT 33:00 - Natasha George - Senior CAD Tech at Hirani Engineering and Land Surveying, P.C. 50:05 - Tatiana Osuna, Geomatic Engineer and Travis St. Hilaire, Land Surveyor at Langan 01:04:25 - Mike McGill, Strategic Growth Lead, Utility Engineering at Looq AI
Our advice: Purge your social media accounts. Create a Plan B. And apply first round if you want to come to the U.S. to study next year.
CICERO JAMES, MIRACLE WORKER My name is Cicero James, and I died last Thursday. I know how it sounds, and the rest of what I have to tell you is just going to make it worse. But it's true. I died, and I came back. And the rest of it—why it happened, what it means, and most importantly what we're going to have to do about it—is what I need you to hear. I'm going to start at the beginning, and I'm going to tell all of this as faithfully as possible. I'm going to try to bring you along for the ride. It's all coming out in a rush, so if I don't tell it quite right, or if I muff a word or use bad grammar or something, try not to hold it against me. And if I don't manage to convince you… I understand. No harm, no foul, no hard feelings. This is all insane to anyone who hasn't lived it. But if you're in, then you're in, and here we go. TOPICS OF CONVERSATION Overview of the Story and Inspiration Discussion of Cicero James, Miracle Worker's premise, including the protagonist's role as a modern miracle worker, and how the story was built around the opening line about dying multiple times. World-Building and Magic System Exploration of the parallel society of workers, the concept of “workings,” the nature of terrors, and how belief shapes reality in this urban fantasy world. Character Development and Voice Focus on Cicero's personality, tattoos, sense of humor, relationships, and how these elements reveal different facets of his identity and emotional depth. Themes of Mental Health and Trauma Conversation around how childhood trauma opens the door to magical abilities, and how Cicero's personal struggles influence his role as a protector of the “blissful” (non-magical people). Series Continuation and Reader Reactions Talk about feedback from readers, unexpected interpretations (including political ones), and what's planned for the next book in the series. ABOUT THE AUTHOR Hal Emerson is the author of ten books, including the award-winning Exile Trilogy, beginning with The Prince of Ravens. He is a graduate of UCLA with a BA in theatre, where he studied Shakespeare, Chekhov, and the Greek and Roman Classics. He also has an MBA from UC Berkeley (Cal). Some of his favorite books and series include East of Eden, The Brothers Karamazov, The Lord of the Rings, and The Wheel of Time. As a young reader he was particularly inspired by The Chronicles of Prydain, and he is an avid Harry Potter fan. He still believes in the Oxford comma, and he has seen every Robin Williams movie. CONNECT WITH HAL EMERSON! https://www.halemerson.com https://www.instagram.com/halemerson/ https://x.com/halemersonauth
Dino Mavrookas is the Co-Founder and CEO of Saronic Technologies, a defense tech company pioneering AI-powered autonomous surface vehicles (ASVs) to strengthen U.S. and allied naval capabilities. A former U.S. Navy SEAL with 11 years of service and eight combat tours, Mavrookas enlisted after 9/11 and gained firsthand insight into the importance of technological superiority in complex operational environments. He founded Saronic in 2022, and under his leadership, the company has raised over $850 million and reached a $4 billion valuation by early 2025—developing scalable, mission-driven ASVs for modern maritime defense. After his military service, he earned a BASC in Computer Engineering from Rutgers and an MBA from The Wharton School. He then transitioned to private equity, serving as a Senior Associate at Vista Equity Partners and Vice President at H.I.G. Capital, focusing on technology investments. A 2015 Pat Tillman Scholar, Mavrookas also serves on the board of the Navy SEAL Foundation and advocates for expanding opportunities for veterans in elite academic and professional programs. Shawn Ryan Show Sponsors: https://www.roka.com - USE CODE SRS https://uscca.com/srs https://www.aura.com/srs https://www.betterhelp.com/srs This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.helixsleep.com/srs https://www.blackbuffalo.com https://www.meetfabric.com/shawn https://www.shawnlikesgold.com https://www.hillsdale.edu/srs https://www.paladinpower.com/srs https://www.patriotmobile.com/srs https://trueclassic.com/srs Upgrade your wardrobe and save on @trueclassic at trueclassic.com/srs! #trueclassicpod Dino Mavrookas Links - LinkedIn - https://www.linkedin.com/in/dino-mavrookas Saronic Technologies - https://www.saronic.com Navy SEAL Foundation - https://www.navysealfoundation.org Learn more about your ad choices. Visit podcastchoices.com/adchoices
Anushka Salinas is the CEO of the parenting tech company Nanit. Salinas began her career as an assistant buyer at Lord & Taylor, discovering her love for fashion and business data. She then pursued her MBA and serendipitously met the founders of the groundbreaking clothing rental company Rent the Runway when it was still just an idea. She began working for the company as an unpaid intern during business school, and then, upon graduation, left a secure job offer behind to continue growing the business, eventually becoming Rent the Runway's VP of merchandising. She went on to apply her e-commerce expertise to Hudson's Bay and a start-up called Resonance before returning to Rent the Runway to run its subscription business, and then ultimately become its president. Then, in 2024, Salinas pivoted again to lead yet another groundbreaking company, this time in the parenting space. Salinas joined Nanit, a technology company revolutionizing baby monitors with AI insights, offering a data-driven approach to modern parenting. Under her leadership, Nanit continues to innovate and expand, becoming an essential tool for families navigating the joys and challenges of raising children.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Retiring early doesn't mean cutting out everything you love, it means being intentional about what truly adds value to your life. In this episode of Root Talks, we take a closer look at the spending choices that can either delay or accelerate your path to early retirement. We explore which tradeoffs are worth making, where small changes can have a big impact on your timeline, and why some expenses are still worth every penny. This isn't just about saving money—it's about aligning your spending with your values, your future goals, and the life you actually want to live.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation.Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change.Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
In this week's MBA Admissions podcast we began by discussing the recent events and activities in the news; specifically, we discussed the recent U.S. administration's decisions around visa interviews for international MBA students. These are, frankly, very disturbing times, which can seriously harm the MBA experience at for all candidates at top MBA programs in the United States. We are hoping that good sense will prevail, in the near future. Graham highlighted an admissions event he is helping to moderate in Paris this upcoming week, which includes ten of the top MBA programs from the United States. Signups are here: https://bit.ly/paristopmba Graham noted three articles that have been recently published on Clear Admit. The first focuses on the costs of applying to Business School, from application fees to test prep, campus visits, and beyond. The second focuses on which top MBA programs allow for test waivers of the GMAT and GRE. This list appears to grow each season. Graham then highlighted a report from Forte which Clear Admit covered, that illustrates significant gender pay gap differentials. Graham highlighted three Real Humans alumni spotlights, alums from UNC / Kenan Flagler working at their own business, Grantease, Rice / Jones working at McKinsey, and Emory / Goizueta working at Morgan Stanley. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries and one DecisionWire entry: This week's first MBA admissions candidate has a 675 GMAT and 3.5 GPA. They are from China, and we discussed whether they should apply in Round 1 or Round 2, and whether they should retake the GMAT. This week's second MBA candidate has outstanding numbers and is from Africa. We think they are likely to be a very strong candidate but need to work on their story and connect it to their goals. The final MBA candidate is deciding between Columbia and Yale, with a significant scholarship. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!
CMS is rolling out a new initiative to require hospitals to have age-friendly care: 4Ms. This means that we must prioritize: Medications, Mentation, Mobility, and What Matters. Karen Mack, DNP, MBA, APRN, executive director at NICHE, shares with us how leverage age-friendly care in advocating for Awake and Walking ICUs! Join the upcoming webinar on Verticalization Therapy in the ICU. Register here: https://tr.ee/-o9iVL3ErDwww.DaytonICUConsulting.com
Dr. Sascha Sajer is an experienced physician specializing in Physical Medicine, Rehabilitation, and Functional Medicine, with over 30 years of expertise in clinical practice, medical consultancy, and healthcare management. After earning his medical degree from the Medical University of Vienna, Dr. Sajer completed his specialization in Physical Medicine and Rehabilitation. He further enhanced his expertise by obtaining an MBA in Health Management from Middlesex University, London, and an accredited Functional Medicine Certification (IFMCP) from The Institute for Functional Medicine (IFM) in the USA. Dr. Sajer is the owner and Medical Director of Revisalut GmbH, where he focuses on functional medicine and integrative healthcare. His previous leadership roles include serving as the Medical Director for the Dr. Dr. Wagner Group, overseeing nine wellness centers and five rehabilitation clinics, as well as leading the Department of Physical Medicine and Rehabilitation at the Evangelistic Hospital of Vienna. With an internation background, he is fluent in English and German, a native Croatian speaker, and proficient in French, Dr. Sajer is also passionate about sports, sailing, photography, and the arts.Agenda Topics : 1. What is Inuspheresis & where is it under the broader umbrella of apheresis? 2. What is the history & development of inuspheresis? 3. What is your background in getting started with inuspheresis as a therapeutic option? For which conditions? 4. What comes out in the effluent? Do you do toxicity testing before/ after treatments? 5. For which patients is inuspheresis appropriate? Contraindications?6. How you do build programs- like how many treatments/ how often/ when to repeat? What other services are typically recommended alongside inuspheresis? 7. What are some of your favorite research papers about this Inuspheresis? What research are you looking forward to seeing up & coming?
My guest today is Amy Charlesworth. Amy is a 16-year military veteran and advocate for mental health and healing. After serving all over the world, including a tour in Afghanistan and more, she faced the challenge of transitioning to civilian life, grappling with anxiety, depression, and other mental health struggles. In 2024, she experienced a life-changing healing entheogenic retreat through the non-profit Illuminating Heroes, and now dedicates herself to helping veterans and first responders find similar healing. Based in Los Angeles, Amy is the host of the "QNAMY Show", a YouTube/Podcast exploring mental health, plant medicines, and spiritual awakenings. She holds an MBA, is a speaker, charity board member, and works in the YouTube/Podcast industry. In this episode we discuss mental health, plant medicine, healing and women in the military.IG - https://www.instagram.com/qnamyIlluminating Heroes Fundraiser - https://www.classy.org/fundraiser/5833675QNAMY Podcast - https://creators.spotify.com/pod/profile/qnamyshow/YouTube - https://www.youtube.com/@qnamyshowIn this episode you will learn:1. The power of plant medicine as a tool for healing mental health issues.2. How important it is to have women in and the role that women play in the military.3. Why it's so important to be surrounded and have the support of community for those who are transitioning out of the military. “Right now the conversation in our society is always focused specifically on the fact that women shouldn't be in the military because we're fighting in combat. First of all, that's ridiculous. That's absolutely ridiculous, especially like our modern war fighting tactics. We're using drones these days. There's all kinds of equipment that we have, safety equipment.” - 00:03:59“For me, courage now is it's honesty, it's integrity. It's like living by a moral code. It's a compass. It's not being afraid to do the right thing." 00:26:11“I definitely feel like the most important factor, period, about healing is your ability to turn around and help someone else heal. ” 01:00:29
Preston Miller, a veteran of the mining industry, explains why mining companies need to invest in a comprehensive digital twin. We also explore the operational challenges faced by miners and how technology is poised to transform the industry. About our guestPreston Miller, a professional mining engineer with decades of experience, is a leader in mining technology innovation. In his previous roles he pioneered digital twins, AR/VR, and AI, building scalable data systems and automated reporting tools that delivered millions of dollars in value. His work enhances operational efficiency and decision-making. Holding an MBA from Arizona State University and a Lean Six Sigma Black Belt, Preston is passionate about advancing industrial digital twins and the metaverse, transforming mining operations through cutting-edge, sustainable technology solutions that drive operational excellence.https://www.aveva.com/en/our-industrial-life/type/podcast/welcome-to-the-mining-metaverse/Subscribe to our biweekly newsletter. Visit our website. Follow us on LinkedIn.
This and all episodes at: https://aiandyou.net/ . What does the ideal integration of humans and technology look like in business in the future? Nada Sanders calls that a “Humachine.” She is a thought leader and expert in forecasting and human-technology integration, has an MBA and a PhD in supply chain management, and is an expert in digital transformation. She is author of seven books, including The Humachine: Humankind, Machines, and the Future of Enterprise, and is a Fellow of the Decision Sciences Institute. In 2022 she was awarded the prestigious Robert D. Klein Lecturer Award by Northeastern University. In part 1, Nada defines the Humachine, and we talk about the ideal relationship between humans and AI, Kasparov's Law, what skills have atrophied in the younger workforce, how software jobs are changing, and where to set the boundary between AI assistants and human assistants. All this plus our usual look at today's AI headlines. Transcript and URLs referenced at HumanCusp Blog.
Effective leadership is about more than decision-making—it's about advocacy, collaboration, and advancing a shared mission. In partnership with the Association of Departments of Family Medicine (ADFM), STFM kicks off a three-part series on The STFM Podcast exploring the lifecycle of leadership in academic family medicine. In this first episode, Grant Greenberg, MD, and Wanda Cruz-Knight, MD, MBA, CPE, FAAFP, discuss how to lead within the complex ecosystems of academic medical centers and health systems. From advocating for departments to building coalitions and managing institutional change, they share insights on what it takes to lead with impact.Hosted by Omari A. Hodge, MD, FAAFP and Jay-Sheree Allen Akambase, MDCopyright © Society of Teachers of Family Medicine, 2025Resources:STFM Understanding Health Systems CoursesSTFM Leading Change CourseSTFM Emerging Leaders FellowshipSTFM Quick Consult - Connecting STFM members for professional development, coaching, and mentorshipADFM Leader Development Committee - Resources from the Leader Development Committee for New & Interim ChairsADFM LEADS FellowshipGuest Bios:Grant Greenberg, MDDr. Greenberg is the Chief Medical Executive for Primary Care with oversight of Family Medicine, General Internal Medicine, and ExpressCARE operations. Since joining Lehigh Valley Health Network in October 2016, Dr. Greenberg has also served as the Leonard Parker Pool Endowed Chair of Family Medicine and is a Professor of Medical Education and Family Medicine for the University of South Florida Morsani College of Medicine. Dr. Greenberg received his undergraduate degree in Biology and English from the University of Michigan. Before medical school, he received a master's degree in Ecology and Evolutionary Biology at Indiana University in Bloomington, IN. He received his medical degree from the University of Michigan Medical School in Ann Arbor, MI. He completed his residency training in Family Medicine at the University of Michigan and completed a master's degree in health services administration from the University of Michigan School of Public Health. He has also completed the Health Management Academy's GE Scholars Fellowship. Dr. Greenberg is active with the Association of Departments of Family Medicine, serving as the Chair of the Membership Committee, participating on the Leadership Development Committee, contributes to the steering committee for the “LEADS” fellowship, and is on the Board of Directors. Dr. Greenberg is a contributor to the MP3 collaborative “Making Primary Care and Population Health Primary” sponsored by the ABFM. Dr. Greenberg has been a member of the American Cancer Society National Lung Cancer Round Table since its inception, serving on the Screening and Implementation Work Group, the Early Detection Strategies Work Group, and the Fiscal Health Work Group. He has 4 children (mostly adult, but still “on the payroll”).Wanda Cruz-Knight, MD, MBA, CPE, FAAFPDr. Cruz-Knight is the Owen L. Coon Endowed Chair for the Department of Family Medicine at Endeavor Health and Clinical Professor at University of Chicago Pritzker School of Medicine. She is a graduate of Case Western Reserve School of Medicine and completed her residency training in Family Medicine a
https://linktr.ee/alleah Alleah talks about "The Category of Receiving and Allowing Mode"#minilesson*****Mentor | TEDx Speaker | Manifestor*****My name is Alleah and I have been an avid Law of Attraction practitioner and Abraham Hicks fan since 2011. I've been a life coach since 2016 and now create my own videos further explaining Law of Attraction and how the subtle nuances of LOA are relevant to everyday situations.*****In 2013, after obtaining her MBA and working in clean technology, Alleah started Bliss Wine Imports - a company specializing in organic wine. Alleah's strategy was to dismiss everything she learned while studying business and instead intentionally manage her thoughts and emotions as a way to foster inspired action. After successfully growing her company, in 2017 Alleah became a certified life coach and started teaching the process to rewire the brain, thoughts and emotions. Today she spends her time teaching her students how to manage emotions and change historical belief systems as a strategy to change their lives.*****#abrahamhicks #estherhicks #lawofattraction #loa #manifesting #millennials #creation #vortex #intention #abundance #2022 #followyourpassion #passion #courage #helpful #seeingtheworld #manifest #dancingintherain #happiness #now #dream #howdoesitfeel #beliefsystem #happiness
Dave Garrison joins Travis on this episode of the Travis Makes Money Podcast. Dave is a renowned leadership strategist with over 25 years of experience as a CEO, strategic advisor, and independent board member for both public and private companies, including Ameritrade. He is the co-founder of Garrison Growth, a firm dedicated to helping organizations—from startups to major corporations—unlock the full potential of their teams. Dave recently authored The Buy-In Advantage, a book focused on inspiring employees to care deeply and perform at their best. His unique blend of high-level strategic insight and hands-on leadership experience makes him a compelling voice on building successful, people-driven businesses. On this episode we talk about: Dave's first money-making experience as a newspaper delivery boy and the lessons it taught him about persistence and cash flow. The value of early, high-volume, people-facing jobs in developing communication and life skills. How parenting styles and financial education at home shape children's future relationship with money. Dave's unconventional career path, including his decision to take a sales job after earning an MBA from Harvard, and what he learned from both experiences. The mindset shift from “having the answers” to “asking the right questions” as a leader, and why this is crucial for organizational buy-in and growth. How generational differences (especially Gen Z) and post-pandemic shifts are changing what employees want from work—and what leaders must do to adapt. Practical frameworks from The Buy-In Advantage for drama-free problem solving and building collective genius within teams. Top 3 Takeaways The best leaders don't just give answers—they ask better questions to develop decision-making muscles in their teams, fostering buy-in and long-term growth. True organizational success comes from aligning people's work with a sense of purpose and shared values, not just focusing on the bottom line. Creating a culture where everyone's input is valued leads to smarter decisions and greater results than any one leader could achieve alone. Notable Quotes “Managers tell and leaders listen. One of the myths of leadership is thinking we have the answer, when in fact our job is to prepare people for change by helping them think.” “All of us are smarter than any of us. That's how you get the best thinking—by including everyone in the process.” “If time and money were unlimited, what would your ideal life look like? My joy—and my success—comes from helping others achieve results they didn't think were possible.” Connect with Dave Garrison: https://garrisongrowth.com/ Book: The Buy-In Advantage (available wherever books are sold)
Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan speaks with JD Dillon, Chief Marketing and Customer Experience Officer at Tigo Energy. This conversation dives into how Tigo is transforming residential solar with a smarter, service-driven approach. JD shares insights from his unique career journey — from West Point and semiconductors to helping lead the turnaround at Enphase, and now steering Tigo's growth as a public company. The discussion explores the growing importance of software and service in solar, the booming market for repowering legacy systems, and why bipartisan support makes solar a winning issue across the political spectrum. JD also highlights lessons from semiconductor manufacturing, the value of veteran leadership in clean energy, and how Tigo's open ecosystem and installer-first mindset are setting the company apart. Key Topics Covered: Tigo's evolution from MLPE to full energy solutions Why service and software will define the next era of solar Repowering as a high-growth opportunity for residential solar How open ecosystems and rapid install feedback drive innovation The intersection of military leadership and renewable energy U.S. vs. global rooftop solar adoption rates — and how to catch up What the solar industry can learn from semiconductors Why solar transcends political divisions and continues to scale Trends in storage, energy independence, and grid resilience Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies. He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market. This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016. He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets. Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects. He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio. Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio. He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young. Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University. Benoy was an Alumni Scholar at the Stern School of Business. James (JD) Dillon CHIEF MARKETING & CUSTOMER EXPERIENCE OFFICER at Tigo Energy JD leads branding, demand generation, and communications functions in addition to the technical service and support teams at Tigo Energy. His experience spans the U.S. Armed Forces, semiconductors, solid-state drives, as well as solar hardware and software solutions. His functional leadership has impacted pricing, new product introduction, customer experience, and communications at all levels. Prior to joining Tigo in 2020, JD spent over 3 years as the VP of Marketing and Pricing at Enphase Energy. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com JD Dillon Website: https://www.tigoenergy.com/ Linkedin: https://www.linkedin.com/in/jd-dillon/ Summer Solstice Fundraiser Join Reneu Energy, Positive Deviancy, and the Solar Maverick Podcast for the 2025 Summer Solstice Fundraiser! Celebrate the warm weather with us at the Summer Solstice Fundraiser, hosted by Reneu Energy, Positive Deviancy ,and the Solar Maverick Podcast. This special evening will take place on Thursday, June 5th, from 6 PM to 10 PM at Hudson Hall in Jersey City, NJ. We'll also be raising funds for the Let's Share the Sun Foundation, which aids impoverished communities in harnessing solar energy. Event Highlights: -Venue: Hudson Hall, a Czech biergarten and smokehouse co-owned by Benoy, CEO of Reneu Energy. -Time: 6 PM to 10 PM, with delicious food throughout the evening. -Tickets: $50 https://www.tickettailor.com/events/reneuenergy/1653652
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: When is the best time to buy real estate, How to shift from accounting to finance, Main factors to consider when starting a business and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun300How to forecast a P/E ratio
What if the traditional blueprint for life—marriage, mortgage, and a couple of kids—just doesn't fit you? In this week's episode of The Lo Life, Lo sits down with Dr. Jay Zigmont, PhD, MBA, CFP®, a best-selling author and financial planner who built his entire career on one radical question: What does financial freedom look like when kids aren't part of the plan? Dr. Jay is the founder of Childfree Wealth® and a nationally recognized voice featured in Forbes, Fortune, and The Wall Street Journal. He and his wife made the conscious decision to live childfree—and in doing so, redefined what success, security, and legacy truly mean. This conversation isn't just for people without kids. It's for anyone who wants to rethink their relationship with money, homeownership, retirement, estate planning, and even cryptocurrency—with clarity and confidence. Lo and Dr. Jay break down: Why so many are choosing to live childfree—and what the data actually says about the future of family and finance. Whether you really need life insurance or a will if you don't have kids. How to prepare for retirement without relying on the “raise a family = built-in safety net” model. How to approach investing—even if you're starting late, scared, or unsure where to begin. The best piece of financial advice Dr. Jay has ever received (and why it applies to literally everyone). This episode will challenge your assumptions, offer real solutions, and might just change the way you think about your future. Whether you're childfree by choice, by circumstance, or you're simply tired of outdated money advice—this one's for you. Stay Connected to The Lo Life! Facebook: Join the Coven: The Lo Life FB Group Instagram: @thelolifepodcast Your host: @stylelvr Guest: Dr. Jay -The finance guy $$$ TikTok: @thelolifepodcast We have deals and steals for our kings and kweens- All thanks to our sponsors QUINCE: High fashion clothing for affordable prices. Discount code lolife at check out for free shipping NUTRAFOL: $10 off your first month's subscription and FREE travel kit with promo code LOLIFE PIQUE PU'ER TEA: lo lifers will get 20% off FOR LIFE and a FREE STARTER KIT (yesss... a rechargeable frother and chic glass beaker to elevate your tea experience) at PIQUELIFE.com/LOLIFE SPOT and TANGO: Delicious and nutritious meals for your pup made with 100% whole, fresh ingredients- real USDA meats, fruits and veggies. Use code LOLIFE to get 50% off your first order! Learn more about your ad choices. Visit megaphone.fm/adchoices
Remote work didn't break your culture — silence did.Only 28% of fully remote employees feel connected to their company's mission. That's not just a gap. That's a fracture.Start every virtual meeting by connecting the agenda to a greater purpose.Remind your team who they're serving — not just what they're doing.People don't need more tasks. They need more meaning.⚡️FREE RESOURCE:
In this episode of the Journey of My Mother's Son podcast, I talk with Santo Marabella. I was honored to have the opportunity to have my old friend from Berks County, Santo, on my show. We have been friends for over fifteen years now. We first got to know each other when we both served on the board of the Berks County Visitors Bureau and through volunteering with the Reading Filmfest. However, I never really knew Santo's story of how he arrived in the United States until recently. It is an incredible story, and again, I feel honored to be able to give Santo a place at my table, and help tell a little bit of his story on my show. Santo D. Marabella, MBA, DSW, The Practical Prof® is an author, playwright, filmmaker, speaker and educator with writing, directing and producing credits for books, television pilots, a musical, short films and plays. He is the co-founder ReadingFilmFEST and the ReadingFilm Office, for which he served as ReadingFilm Commissioner (2006-2018). Recent projects include writer/director of the play Rocky Road Ain't Always Sweet, (2024). producer, AVA (2023); producer, FLASHLIGHT (2023); director/co-producer, workshop for Love Is Afoot!, an original musical (2023); writer/producer/director, THE CAREGIVER (2022). Marabella, Professor Emeritus of Management, Moravian University, is a member of The Lambs®, The Dramatists Guild of America and Theatre Communications Group. His newest film, Il Mio Posto a Tavola (My Place at the Table) is a first-person documentary which examines our universal need to belong, as seen through the heart of the filmmaker. Born in a Catholic orphanage in Aosta, Italy, and flown to the United States just one week shy of his first birthday, Santo D. Marabella was one of over 3700 Italian born children adopted by Italian American parents between 1951 and 1969. Known as the “Baby Scoop” era, tens of thousands of Italian unwed mothers were forced to give their children up for adoption, leaving behind generations of children devastated by their perceived abandonment. Though he was the treasured only child of his adoptive parents, Santo was bullied by his peers and struggled from an early age to fit in and connect with others. Growing up, the realization that he was gay further deepened this isolation, straining his relationship with the Church to which he was so dedicated and the parents he so loved. Despite self-doubt and fear, he refused to be stopped. He tried harder and achieved more, carving out a life as a caregiver, educator, writer and artist. But he was still on the outside. In this journey to belonging, Santo returns to Italy to find his place at the table (posto a tavola) To find out more about the film, check out its website at https://ilmiopostofilm.com/.
Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today's accountants can (and should) treat traditional compliance work as a choice, not a requirement. Nicole explains how technology, distributed workforces, great processes, and training clients can help accountants (and any other professional) find more time for high-value advisory work.
Pop! Yourself has become the ultimate gift for special moments and celebrations such as Father's Day and Graduation. Seasonal Father's Day-themed accessories add more value to the millions of combinations offered through personal stylization. Plus, graduation gowns and accessories offer a truly great opportunity to tailor the Pop!pleganger to your grad.Jenn Reeves serves as Funko's Senior Vice President of Brand. She is a brand builder with more than 20 years of experience reinventing and revitalizing global lifestyle brands across diverse industries, including fashion, footwear, home furnishings, and food and beverage. Ms. Reeves is a consumer-centric leader known for her disruptive and creative approach to brand building. She has a proven track record of developing high-performing teams, mentoring talent, and fostering cultures of innovation and collaboration. Ms. Reeves earned an undergraduate degree from the University of Missouri-Columbia, an MBA from Webster University in St. Louis, MO, and a master's degree in human-centered design from the Illinois Institute of Technology. Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.
In this Ortho Marketing episode, Dean Steinman is joined by Carl Stoddard, President of Doctors CFO. They discuss how your pricing strategy could be holding your practice back. They dive into the true cost of undercharging, how to evaluate your current pricing, and proven strategies to increase profitability without sacrificing patient satisfaction. If you're looking to boost your bottom line, this is an episode you won't want to miss. Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Carl StoddardCarl Stoddard is an accomplished senior executive, board member, and the President of Doctors CFO, with over 20 years of success across medical, financial, insurance, technology, and software industries. His expertise in corporate finance, financial analysis, and strategic planning has made him a trusted advisor to companies navigating profit and loss management, business model development, and accounting system implementation. Since founding Doctors CFO in 2009, Carl has specialized in providing financial guidance to physician-owned practices, helping clients achieve stability, growth, and expansion in both single-practice and multi-practice settings. His extensive experience in business development, budgeting, and financial planning positions him as a key resource for healthcare professionals seeking sustainable success. Carl holds a Bachelor's degree in Accounting from Idaho State University and an MBA from Arizona State University. A Certified QuickBooks Advanced Online ProAdvisor with Diamond Status, he is committed to professional development and has gained significant experience in board leadership throughout his career. Outside of his professional life, Carl enjoys spending time with his wife, Stacey, their five children, and three dogs. An avid audiobook listener and music enthusiast, he values creative outlets as a way to relax and recharge.
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collective members who've taken the leap, insights on counteroffers, and a powerful reframe: every “yes” to more work is a “no” to your time, your family, your dreams.Hear more stories from the Root Community here: https://www.skool.com/rootcollective/what-was-your-experience-when-you-told-your-employer-you-were-retiring - Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
In this episode of Money Tales, our guest is Sophie Bertin. You know that feeling when everything looks good on paper, a great job, supportive colleagues, a solid paycheck, but something inside keeps whispering, this isn't it! That was Sophie. She had a comfortable life, but comfort wasn't enough. It took a spark - an unexpected stat about entrepreneurs from a business school dean when Sophie was at a less-than-satisfying moment in her career - for her to realize: “Why am I in the 50% who haven't taken the leap?” That catalyzed her turning point. Sophie Bertin has a varied career path, from strategic consultancy, to banking operations, to the European Commission and now turned entrepreneur. She recently founded Serapy with the aim of improving corporate compliance training through the combination of simulations, gamification, role play and online tools. Serapy uses the latest educational theories to provide trainings with increased retention rate, and combines that with AI tools to enhance the learning process. Serapy is currently present in Switzerland, Bulgaria, Portugal, France and the UAE. Serapy has been accepted in the incubation program of the Unicorn Factory Lisbon and of Station F in Paris. In addition to Serapy, Sophie has her own consultancy (Parnima Consulting) since 2016, where she works with top legal and regulatory firms, consultancy firms and financial clients on EU Regulations in the area of Financial Services, Foreign Subsidies and State Aid. She also serves as independent board member of Eastnets, a leading provider of AML, SWIFT and payments solutions. She sits on the Remuneration, Nomination and Governance Committee. Before becoming entrepreneur, Sophie was Group Head of Corporate Development and Managing Director of SIX Group (in Switzerland), in charge of strategy development, innovation and regulatory affairs. During the Financial Crisis, she served as Head of Unit at the Directorate General for Competition within the European Commission. There, she was responsible for the review and approval of the State aid provided by Member States to the financial services (mostly banks) during the financial crisis of 2008-2014. Prior to her role with the European Commission, Sophie held senior positions within SWIFT, where she was globally in charge of Asset Servicing; with The Bank of New York Mellon; and worked with the top consultancies McKinsey and later Bain &Co. She started her career path as IT and database programmer, which is very helpful now with the latest AI tools she uses in her start-up. She started her studies in Vienna, graduated from the Ecole Supérieure de Commerce de Paris, holds an MBA from INSEAD and a post-graduate diploma in EU Competition Law from King's College. She holds also a diploma from the Swiss Board Institute. She is member of the Executive Committee of the INSEAD Alumni organization, and she is also the founder and president of the global INSEAD Women in Business Club. Recently, she finished an advanced AI Mastery class and won the award for the best AI Application Builder. She is promoting and advocating for AI literacy among women and through the INSEAD Women in Business Club organizes events for Women in AI.
Executive Director for the Symphony of the Mountains Orchestra, Percussionist, Freelancer, and Educator Cassidy Lester stops by to talk about her work with the Symphony (03:05), her freelancing and teaching and how important performing is to her mental health (16:30), growing up in the Tri-Cities region of Tennessee, traveling with family to jam band concerts, getting into percussion, and her unique marching experiences (31:30), attending East Tennessee State University, getting her undergrad and MBA degrees, and how COVID changed her path (51:20), and finishing with the Random Ass Questions, including discussions of instrument stereotyping, the Pride and Prejudice movie from the mid-2000s, the Fourth Wing books, and great artwork (01:12:05).Finishing with a Rave on the 2022 nonfiction book Dangerous Rhythms: Jazz and the Underworld (01:52:00).Cassidy Lester links:Symphony of the MountainsPrevious Podcast Guests mentioned:Matthew Geiger in 2019Evan Chapman in 2019Andy Bliss in 2023Other Links:David MitchellDiana LoomerMorgan TaoBlue Iron PercussionThe Planets - Gustav HolstDon Felder“The Hero” - Clarice Assad (arr. TCP)“Second Thoughts” - Evan Chapman“Re(new)al” - Viet Cuong“Happy Now” - Blue Iron Community Steel Band“Watercolor Sun” - Ivan TrevinoRhythm & Roots Reunion FestivalThe 1927 Bristol SessionsWidespread Panic live“Esther” - Phish“Cassidy” - The Grateful Dead“Welcome to the Black Parade” - My Chemical RomanceRande SanderbeckPride and Prejudice Original SoundtrackPride and Prejudice trailerEternal Sunshine of the Spotless Mind trailerIT trailer (1990)Avengers: Endgame trailerThe LEGO Movie trailerThe LEGO Movie 2: The Second Part trailerFahrenheit 451 - Ray BradburyFourth Wing - Rebecca YarrosThis is Your Brain on Music - Daniel J. LevitinMusicophilia - Oliver SacksInto the Wild - Jon KrakauerRhinoceros Success - Scott AlexanderHeaven Breaker - Sara WolfTo Sleep in a Sea of Stars - Christopher PaoliniVampire Diaries: Season 1 trailerRed - John LoganFour Darks in Red - Mark RothkoThe Stranger - Albert CamusLong Day's Journey into Night - Eugene O'NeillRaves:Dangerous Rhythms: Jazz and the Underworld - T. J. English
In this episode of The Rainmaking Podcast, host Scott Love speaks with Justin Nassiri, founder of Executive Presence, about how professionals can use LinkedIn as a high-leverage platform for building relationships and generating new business. Drawing from his experience helping executives create authentic, effective content, Justin explains that LinkedIn works best when used consistently to educate, not sell. He emphasizes the importance of optimizing your personal profile over company pages and shares a simple framework for creating posts that resonate: focus on industry insights, leadership stories, company updates, and personal anecdotes that are “dinner-party appropriate.” Justin also breaks down tactical strategies to improve visibility and connection—such as commenting on the posts of high-visibility users, sending relevant posts directly to prospects, and showing up regularly with value-driven content. He encourages professionals to build a routine around content creation, noting that success comes from iteration, not perfection. Whether you're new to LinkedIn or looking to elevate your presence, this episode offers a roadmap to position yourself as a trusted authority and rainmaker in your field. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/4H_Dy8yutqQ ----------------------------------------
EP 2521 (MBA 125) MBA Online กับ Onsite อันไหนดีกว่ากัน มาฟังการเปรียบเทียบระหว่างการเรียน MBA Online กับการเรียน MBA Onsite ว่าแต่ละแบบมีข้อดีข้อเสียต่างกันอย่างไร เผื่อได้ไอเดียในการตัดสินใจเรียนนะครับ
In this episode of The Beat podcast, host Sandy Vance sits down with Michael Frank, Director of Digital Health at Memorial Sloan Kettering (MSK), to explore how MSK is teaming up with AWS and leveraging AI to revolutionize cancer care. Michael shares insights into MSK's mission to end cancer for life, their journey into digital transformation, and how AI technologies (like large language models and advanced data analytics) are streamlining clinical workflows, improving patient interactions, and unlocking new treatment possibilities. They also dive into the real-world impact of AI on back-office operations, the ethical considerations of using data in clinical decision-making, and why collaboration with tech partners is essential to driving meaningful change in healthcare.In this episode, they talk about:Memorial Sloan Kettering's bold mission to end cancer for lifeThe journey that brought MSK and AWS together in a shared digital health visionHow AI is transforming clinical workflows and enhancing patient interactionsTechniques for extracting and modeling patient data to inform treatment decisionsUsing data comparison and analysis to uncover clues that guide oncology careLeveraging large language models (LLMs) to connect and make sense of scattered patient informationThe importance of adapting existing tools rather than reinventing the wheelWhy healthcare leaders should lean into AI and embrace emerging technologiesHow AI may reshape the patient–provider relationship in the years to comeWhat the next wave of AI use cases in healthcare might look likePotential risks of using data in clinical decision support—and how to navigate themOpportunities to reduce healthcare costs through AI-powered back-office automationThe critical role of strong partnerships between healthcare institutions and tech innovatorsA Little About Michael:Michael Frank is Director of Digital Health at Memorial Sloan Kettering's Business Development, Strategy, and Innovation Group, where he leads efforts to develop, partner, and commercialize digital technologies including AI and precision oncology platforms. Prior to joining MSK in 2021, he held leadership roles at Pfizer, Booz & Co, PA Consulting, Phosplatin Therapeutics, and CombinatoRx, with over 15 years of experience in life sciences, innovation, and strategy. An entrepreneur at heart, Michael has launched products ranging from kitchen gadgets to medical diagnostics, and enjoys helping others bring ideas to market. He holds degrees in Biology (University of Michigan), Biomedical Engineering (Boston University), and an MBA from Columbia Business School.
This episode will motivate you to get going on your Round 1 MBA materials, and will cover what makes the most sense for you to be working on right now before applications are released.
As the nation faces a critical nursing shortage, rural hospitals are often hit hardest. But at Bingham Memorial, Chief Nursing Officer Holly Davis, MBA, BSA, RN, is flipping the script. In this episode, she shares how her team is using EHR-integrated iPhones, streamlining workflows to significantly reduce discharge documentation time by 75%, and putting nurses at the center of decision-making to reduce burnout and boost retention. Discover how a tech-forward, human-first approach is helping empower this Idaho hospital's nursing team.This episode is sponsored by MEDITECH.
Ben Loftis currently owns Resolute Performance with his wife, Emily. They have been training youth-professional athletes in Northwest Arkansas for the past 3 years. Prior to Resolute, Ben was a strength coach for the San Diego Padres organization for 4 seasons. In total he has been coaching for the past 13 years in the college and professional levels, with various stops along the way. He obtained his Bachelor's Degree in Exercise Science/Strength and Conditioning from Northwestern College (IA) in 2014, and he obtained his MBA from the University of Sioux Falls (SD) in 2018.Topics covered in this episode:-Owning and running a business with his wife-Finding success and advice for others-Continuing Education ResourcesQuotes:-"I think, honestly, just being a really consistent person matters the most" (5:44)-"I think any experience you've previously obtained in your life in any capacity is only wasted if you choose to waste it" (10:51)-"I miss being 'in it' with the players probably the most" (26:19)If you'd like to learn more from Ben, you can find him on social media:Instagram:@loftistrong@resolute.nwaor Ben can be reached at:resolutenwa.com
What does it take to build an unstoppable franchise and lift others up along the way?Today's guest, Robin Gagnon, shares the transformative impact of having others believe in her talent before she believed in herself. And this personal insight is why she believes that belief is foundational to success.Robin's leadership philosophy revolves around learning, and lifting and leading others, which she credits for building multi-generational wealth and empowering franchisees to realize their own dreams. Robin shares how her adoption of EOS and her focus on core values helped scale We Sell Restaurants to 45 states. She also digs into resale strategies and exit planning, urging franchisors to embrace succession planning as an integral part of brand growth. And shares her advocacy for women and emerging franchisors seeking a seat at the table.Robin Gagnon is the Co-Founder and CEO of We Sell Restaurants, the nation's leading—and only—business broker franchise specializing in restaurant sales. Under her leadership, the brand has expanded nationwide, dominating the restaurant-for-sale marketplace and franchise resales while delivering on its bold vision: Sell More Restaurants Than Anyone Else.Robin is a recognized leader in franchising and business brokerage, Robin serves on the Executive Board of Directors of the International Franchise Association (IFA) and is the Chair of the IFA Franchisor Forum. She previously chaired the Women's Franchise Committee and holds multiple prestigious credentials, including an MBA, Certified Franchise Executive (CFE), and Certified Business Intermediary (CBI) from the International Business Brokers Association.So, if you are ready to discover how belief, generosity and powerful systems can transform your business and your leadership then today's episode is for you!Connect with RobinLinkedIn - @robingagnonrestaurantbrokerWebsite - https://www.wesellrestaurants.com/Email - robin@wesellrestaurants.comEpisode Highlights:The power of belief and supporting othersThe founding and growth of We Sell RestaurantsRobin's discovery of franchising as the ideal business model for limitless growthChallenges faced when niching downHow the We Sell Restaurants franchise model operatesMilestones and scaling the businessFranchise Directory - https://www.sba.gov/document/support-sba-franchise-directoryFranchise Registry - https://www.franchiseregistry.com/Current SBA SOP - https://www.sba.gov/document/sop-50-10-lender-development-company-loan-programsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale
Your finances need regular checkups to stay healthy. In this episode, Miguel Gonzalez, CRC, explains why a financial review is essential for managing life changes, boosting tax efficiency, and maintaining long-term peace of mind.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#FinancialCheckup #RetirementPlanning #FinancialWellness #MoneyMatters #InvestmentStrategy #RetirementGoals #PersonalFinanceTips #FinancialAdvisor #WealthManagement #TaxPlanning #MoneyManagement #CortburgAdvisors #MiguelGonzalez #SmartInvesting #AnnualFinancialReview #PlanForRetirement #FinancialHealth #401kStrategy #RothConversion #FinancialSuccessWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com
Our guest for today's podcast is Richard Chau, Chief Investment Officer of the Tulane University Endowment. Richard joined Tulane in 2013 and was promoted to CIO in 2021. Prior to Tulane, Richard helped manage a multi-billion dollar global private equity portfolio in Bessemer Trust's Private Equity Funds Group. Before Bessemer, Richard worked in the investment office at The Andrew W. Mellon Foundation. His previous experience also includes investment banking at Houlihan Lokey and investment consulting at Cambridge Associates. Richard has a BA in Economics and Chinese from Williams College and an MBA from Columbia Business School. Without further ado, here is our conversation with Richard Chau.
The Green Impact Report Quick take: Mark Snyder introduces a groundbreaking approach to indoor air purification using microalgae bioreactors that not only clean air more effectively than traditional methods but could potentially save billions in energy costs while addressing common challenges in energy-efficient sealed buildings. Meet Your Fellow Sustainability Champion As the CEO of VerdeTerra, Mark Snyder brings a diverse background spanning automotive engineering (including work on the Honda NSX supercar), aerospace contracting for NASA, and management consulting at Porsche Consulting. With an engineering foundation complemented by an MBA from SDA Bocconi in Italy and studies in Shanghai, Mark combines technical expertise with business acumen to develop sustainable solutions that deliver both environmental and economic benefits.
Your company's next breakthrough isn't about doing more, but doing less with purpose. In this episode, I speak with Bill Canady, CEO of two major industrial companies (OTC Industrial Technologies and Arrowhead Engineered Products), a former U.S. Navy officer, and author of From Panic to Profit, about the operating system he's used to turn around billion-dollar businesses and lead through uncertainty. Bill brings a rare blend of military discipline, private equity strategy, and grounded human leadership. With more than 3,600 employees and $1.5 billion in revenue under his care, he shares what really drives growth, and why focus, not frenzy, is the secret to long-term results. We talk about: How Bill used 80/20 thinking to stabilize a struggling company during the pandemic Why “doing everything” is the death of momentum and how to identify your critical few The real reason most teams fail to deliver (hint: it's not effort) How AI is helping leaders focus on what matters and where human judgment still matters most Why you may need to say no to good ideas to unlock great outcomes The leadership triangle: visionary, operator, and prophet, and how to build teams that thrive Bill also shares personal reflections on learning through failure, navigating high-stakes decisions, and how he's applying his own advice as a continuous learner and leader of leaders. Whether you're in a turnaround, scaling up, or simply trying to get more focused in your business or career, this episode offers both strategic clarity and deeply practical tools for creating profitable, people-centered growth. Bill Canady is the CEO of both OTC Industrial Technologies and Arrowhead Engineered Products (AEP). With over 30 years of experience, he specializes in driving organizational growth, cutting costs, and boosting profitability. At OTC, he led a 43% increase in revenue and an 80% rise in earnings, with annual sales now exceeding $1 billion. At AEP, he oversees more than 3,600 employees and $1.5 billion in sales. A U.S. Navy veteran, Bill holds an MBA from the University of Chicago Booth School of Business and a BS in Business Administration from Elmhurst University. His Profitable Growth Operating System (PGOS) has helped countless organizations overcome challenges and seize new growth opportunities. Get Bill's book here: https://rb.gy/3a4mou From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com =================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on the thousands of $20 million revenue businesses whose baby boomer owners want to retire, but lack succession plans. Alpine buys companies and installs 28-year-old military veterans and top MBA graduates as CEOs, leveraging 25 years of intellectual property on how young executives can successfully run established businesses. Alpine's CEO-in-training program is now the most applied-to job at Harvard, Stanford, and Kellogg business schools. We discuss the past, present and future of their unique approach. Please enjoy my conversation with Graham Weaver. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:13) The Journey to Private Equity (00:06:59) Early Influences and Personal Growth (00:09:54) The Power of Wrestling and Rowing (00:11:45) Choosing Your Path and Making Decisions (00:14:48) College Goals and Rowing Success (00:18:05) Lessons from Early Business Ventures (00:26:24) Founding Alpine and Early Challenges (00:34:46) Core Beliefs and Talent Development (00:39:07) Fun Board Meetings and Team Dynamics (00:40:42) Platform Building 101 (00:44:08) Talent and Training Programs (00:49:12) Employee and Customer Engagement (00:52:27) Financial Outcomes and Asymmetric Returns (00:55:52) Incentivizing Young CEOs (01:00:26) The Role of Emotional Intelligence (01:02:45) The Alpine CEO in Training Program (01:03:40) Teaching at Stanford and Influential Mentors (01:07:58) Helping Students Find Their Passion (01:10:22) Visualizing Your Future Self (01:11:19) Scalability of Coaching (01:12:15) Personal Growth Through Teaching (01:16:16) The Role of Executive Coaching (01:24:45) Lessons from a Bad Deal (01:31:50) Daily Routines and Success (01:36:13) The Future of Private Equity (01:35:24) Unleashing Heroes at Alpine (01:38:09) The Journey of Building Alpine (01:41:31) The Kindest Thing Anyone Has Ever Done For Graham
Joining us for a fascinating interview is Neil Blumenthal, co-founder and co-CEO of Warby Parker, one of the most successful and innovative "disruptor brands" to emerge in the past two decades. Neil shares the brand's origin story, what makes Warby Parker remarkable, why they've aggressively invested in brick-and-mortar locations, the critical interplay between digital and physical, and a whole lot more.As usual for our encore episodes, we open with Steve giving us an update on the progress Warby Parker is making on their business. About NeilNeil Blumenthal is a co-founder and co-CEO of Warby Parker, a transformative lifestyle brand that offers designer eyewear at a revolutionary price, while leading the way for socially conscious businesses. In 2015, Fast Company named Warby Parker the most innovative company in the world.Prior to launching Warby Parker in 2010, Neil served as director of VisionSpring, a nonprofit social enterprise that trains low-income women to start their own businesses selling affordable eyeglasses to individuals living on less than $4 per day in developing countries. He was named a Young Global Leader by the World Economic Forum and one of the 100 Most Creative People in Business by Fast Company. He serves on the board of RxArt and on the United Nations Foundation Global Entrepreneurs Council. A native of New York City, Neil received his BA from Tufts University and his MBA from The Wharton School of the University of Pennsylvania. Neil lives in Greenwich Village with his wife, Rachel, the founder and CEO of Rockets of Awesome, and their two children. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Join us as we review recent practice-changing articles on the effect of vitamin D3 and omega-3 fatty acids on physical performance, gabapentin and falls, gepotidacin for uncomplicated UTI, and intermittent fasting for weight loss. Fill your brain hole with a delicious stack of hotcakes! Featuring Paul Williams (@PaulNWilliamz), Rahul Ganatra (@rbganatra), special guest Laura Glick (@LauraRGlick) and Matt Watto (@doctorwatto). Claim CME for this episode at curbsiders.vcuhealth.org! Patreon | Episodes | Subscribe | Spotify | YouTube | Newsletter | Contact | Swag! | CME Credits Written and Hosted by: Rahul Ganatra MD, MPH; Paul Williams, MD, FACP, Matthew Watto MD, FACP Cover Art: Rahul Ganatra MD, FACP Reviewer: Sai S Achi, MD,MBA,FACP Technical Production: Pod Paste Showrunners: Matthew Watto MD, FACP; Paul Williams MD, FACP Show Segments Intro, disclaimer Vitamin D3 vs omega-3 fatty acids and physical performance Gabapentin vs duloxetine and risk of falls Gepotidacin vs nitrofurantoin for uncomplicated UTI Intermittent fasting vs daily calorie restriction for weight loss Outro Sponsor: Bombas Head over to Bombas.com/curb and use code curb for 20% off your first purchase.
The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton's guardrails approach offers a better alternative, allowing for 5.2-5.6% withdrawal rates by adapting spending based on market performance.• Guardrails approach uses flexible withdrawal rates that increase when markets perform well and decrease during downturns• Traditional 4% rule based only on S&P 500 and intermediate US bonds, while diversification across asset classes can increase safe withdrawal rates• First years of retirement often have high expenses (healthcare, education, travel) when your portfolio is most vulnerable• Bowling analogy: retirement planning with guardrails is like bowling with bumpers to avoid gutter balls• Business analogy: like a business owner, spend more when times are good, cut back when they aren't• Creating a "war chest" of safe assets reduces pressure on your growth investments during market downturns• Stress test your retirement plan against worst-case scenarios: market crashes, reduced Social Security, high inflation, living to 100- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Conscious Millionaire J V Crum III ~ Business Coaching Now 6 Days a Week
Welcome to the award winning Conscious Millionaire Show. World's #1 Conscious podcast on conscious business and high performance. Want to breakout to scale your sales and profits while making a positive impact? This is the podcast for you. Host, JV Crum III, guides you to perform at radically new levels while achieving what you once thought was impossible. https://consciousmillionaire.com/ Now in our 11th Season with 100 Million Listeners in 190 countries. Inc Magazine "Top 13 Business Podcasts" Join Host, JV Crum III, JD, MBA, MS Psychology, serial entrepreneur, successful exits, 34x #1 best-selling author, speaker, coach, for his interview and solo podcasts. Want to accelerate your business profits and impact? Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much!