Podcasts about money managers

Ready to take control of your finances? Tune in to this conversation on taming your money monster and learn how to conquer your financial fears and start building wealth.Doug Lynam's journey from Marine to Benedictine monk to financial expert showcases his unique blend of discipline, spirituality, and financial insight. After excelling in the Marine Corps and spending 20 years as a monk and math teacher, he transitioned to finance in 2017, becoming a partner at LongView Asset Management. His bestselling book From Monk to Money Manager bridged the gap between ethical living and financial success. In his latest book, Taming Your Money Monster, he uses the Enneagram and psychology to guide people toward healthier financial behaviors. Today, he helps clients align their money with their values as a coach and speaker.From Marine to Benedictine monk to financial expert, Doug Lynam's unconventional journey reflects his unique perspective on wealth and purpose. After graduating top of his class from Marine Corps Officer Candidate School, Doug spent two decades as a monk while leading a prestigious school's math department. Transitioning to finance in 2017, he became a partner at LongView Asset Management, overseeing $250 million in assets. His bestselling book, “From Monk To Money Manager: A Former Monk's Financial Guide To Becoming a Little Bit Wealthy—and Why That's Okay,” revolutionized the conversation around spirituality and wealth, proving that financial success and ethical living go hand in hand—not just coexisting, but enhancing each other.In his latest work, “Taming Your Money Monster: Nine Paths To Money Mastery With The Enneagram (pronounced: eh·nee·uh·gram),” Doug combines the Enneagram with modern psychology to help individuals transform their financial behaviors. Today, he is a sought-after speaker and coach, helping clients align money with their deepest values and purpose.CONTACT DETAILSWebsite: https://www.douglynam.com/Social Media:LinkedIN - https://www.linkedin.com/in/doug-lynam/ Facebook - https://www.facebook.com/douglynam/ Instagram - https://www.instagram.com/douglynam/ YouTube - https://www.youtube.com/@douglynam Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can support you in getting more visibility on your products and services. #MarineToMonk #UnconventionalPath #PurposeDrivenLife #SpiritualJourney #DisciplinedLiving #EthicalFinance #MoneyWithPurpose #ValuesBasedInvesting #ConsciousCapitalism #SpiritualWealth #FinancialCoach #KeynoteSpeaker #MoneyTransformation #WealthWithWisdom #EnneagramFinance

Morningstar's latest performance data puts Sean Peche's Ranmore Fund in the top one percentile for virtually every performance period in the last five years. In this interview with BizNews editor Alec Hogg, the ace money manager shares insights from a lunchtime meeting last week with the investing guru who inspires him. The result is a treat for beginners and professionals alike.

The bond expert and money manager, Richard Byworth, sits down to discuss how THIS particular group of investors will unlock the $1M Bitcoin practically immediately. He also has an interesting perspective on the Bitcoin arms race between China and the United States. This is great insight. Watch, listen and most importantly enjoy!Find Richard Byworth on Twitter: https://x.com/RichardByworthRichard is a Managing Partner at Syz Group Zürich: https://www.syzgroup.com/en/Please Like, Share, and Subscribe to my channel!

Why I won't be buying Palantir technologies anytime soon When I'm out in public many times people ask me what my opinions are when it comes to investing, the markets or individual stocks. I have to say the one stock that people seem to be asking the most about recently is Palantir Technologies, their ticker symbol is PLTR. I believe I'm asked about this company because investors look at the hype of the past performance and the fact that this stock is up over 1,000% since going public in 2020. That creates excitement for investors, but is it worth buying now? The company currently trades around 60 times next year's estimated sales, and again that is sales not earnings! That makes it the most expensive stock in the S&P 500. There are signs that growth outside of the US is slowing and I don't like that they have three unnamed companies that accounted for 17% of the total revenue last year. Usually hype like this goes the same path, which ultimately results in large losses for buyers at this point in the cycle. A more recent example comes from the company Snowflake. In 2021, Snowflake hit an all-time high over $400 per share. Today that stock is down nearly 60% and trades around $167 per share. You don't hear much about it now, but I remember back in 2021 many people were asking about this company as well. I'm also not thrilled with Palantir's CEO, Alex Karp, who during an interview just a few months ago had some pretty nasty comments about analysts who don't agree with him on the stock price. He said “I love the idea of getting a drone and having light fentanyl laced urine spraying on analysts who've tried to screw us.” Maybe I'm old school, but I don't think that is anyway for the CEO of a company of any size to talk about anyone that does not agree with the CEO's position. Especially considering many times they aren't knocking the business, just the fact that this company's valuation is extremely crazy! I will also try my best to refrain from making any comments on Mr. Karp's hairstyle, but it just seems a little bit outlandish for a CEO to have that type of hairstyle. As far as the stock goes, maybe the craziness will continue and perhaps it does go higher, but if people ask me if they should buy, sell, or hold the stock, I would definitely say sell! I guess I now have to be careful of drones flying above my head that could be spraying fentanyl laced urine on me.   Good news, only 26% of big money managers are bullish A recent poll from Barron‘s magazine, which they conduct twice a year, found that only 26% of big money managers were bullish and thought stocks would go up while 74% were either neutral or bearish on stocks. They said 32% of respondents were bearish and that was the highest percent since 1997 while the 26% that were bullish marked the lowest reading since 1997. I think Barron's Magazine is a good source of information, but I was disappointed that they did not list the years of experience of the managers that were being polled. The reason for my concern is that the last big negative in the economy and the market was in 2008, which was 17 years ago. A current manager that graduated school at age 23 would now be 40 years old and they did not experience managing money through 2008. Living through and managing money through a challenge like that provided me with extremely valuable lessons that younger managers would not understand. But why is this negative report a good sign in my opinion? Their current asset allocation is only 64% in equities with 36% in other investments like fixed income and cash. They will not stay bearish forever and if they change direction in the next 6 to 12 months, they will start buying equities again, which will push up prices. If you're looking for value, the least attractive sectors were energy, real estate, and utilities. I have talked about my concerns around the Magnificent Seven and now only 10% of these managers think the Mag Seven will lead the market over the next six months. Even looking out 12 months only climbed 32% thought the group would lead the market. When asked about the strength of the US dollar going forward 12 months, 68% of the money managers said it will be weaker, which I agree with. Only 15% of the managers think it will be stronger a year from now. These surveys also provide an interesting insight into what other money managers are thinking.   Apple's stock continues to amaze me There seems to be so much negative news that continues to come out against Apple, but the stock continues to remain relatively steady given the amount of negativity. We all know about the tariffs and the delayed AI rollout, but I was definitely concerned by a couple announcements that would have large impacts on Apple's service revenue. This segment has been a bright spot for Apple, but in the most recent quarter it missed expectations and grew at just 11.6% compared to last year. The big concern I have is around Alphabet's estimated payment of around $20 billion annually to be the default search engine. There is concern if this will hold up given the ruling that Alphabet holds a monopoly and the need for remedies, but also this week Apple executive, Eddy Cue, added additional concerns. He stated the searches in Apple's Safari browser fell for the first time in April, something that has never happened in 20 years. He then added that the iPhone maker is looking at adding AI search options to the Safari browser. If they did this, would Alphabet really want to keep paying $20 billion a year for that right? I don't think so! The other major concern that seemed to get little attention was the fact that in a recent ruling a judge ordered Apple to immediately stop imposing commissions on purchases made for iPhone apps through web links inside its apps. This has enabled developers like Amazon and Spotify to update their apps to avoid Apple's commissions and direct customers to their own website for payments. This commission rate was around 27% for Apple and it could cost Apple billions of dollars annually. All this comes with the fact that Apple still trades around 25x 2026 earnings even though revenue is only estimated to grow low to mid-single digits. In my opinion, Apple really needs some good/exciting news to get this stock moving higher and at this time I don't see where that is going to come from.   Financial Planning: Breaking Down Retirement Income Taxation Retirement income varies widely in tax treatment, with some sources being far less tax-friendly than others. In order from worst to best, pension payments and traditional IRA withdrawals are among the least favorable—they're fully taxable as ordinary income at both the federal and state levels. Interest income from bonds, CDs, and savings accounts, as well as annuity earnings from non-retirement accounts, are also taxed as ordinary income at both levels and can trigger the additional 3.8% Net Investment Income Tax (NIIT) if income thresholds are exceeded. Rental income is similarly taxed but allows deductions and depreciation to offset some of the tax burden. Long-term capital gains and qualified dividends receive preferential federal tax rates—as low as 0%—but are still taxed as ordinary income in California and many other states. Social Security is partially taxed at the federal level—between 0% and 85% is included as taxable income depending on total income—but is not taxed in most states, including California, making it relatively tax-favorable. Roth IRA withdrawals are the most tax-friendly, being completely tax-free at both the federal and state levels if qualified. Understanding how each income type is taxed can help guide investment decisions during working years and inform how to structure withdrawals in retirement for optimal tax efficiency.   Companies Discussed: The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's Corporation (MCD)

Thank You for listening everyone!This podcast is about holding up community, especially in these times. LGBTQIA+We don't want to abandon ourselves, stay active, eat good food, lift weights, eat protein, find that community.Enjoy the show! https://www.acemorganfitness.com/https://www.youtube.com/channel/UC_XgjvCA8tgyu0Ga8z_t7swhttps://www.instagram.com/acemorganfitness/Thank you for listening! Follow me on Instagram - https://www.instagram.com/acemorganfitness/

Managing personal finances can be daunting in today's fast-paced world. However, with the emergence of personal finance apps, individuals now have powerful tools to simplify and enhance their financial management. These apps transform financial habits and empower users to take control of their overall financial health. This tip will delve into the top benefits of using personal finance apps, shedding light on how they can put you in the driver's seat of your financial journey.   Links: Explore the benefits of Triangle's mobile app and online banking services with TCUGo Check out the useful benefits of personal finance tools like Goal Builder and Money Management Check out TCU University for financial education tips and resources! Follow us on Facebook, Instagram and Twitter! Learn more about Triangle Credit Union  Transcript: Welcome to Money Tip Tuesday from the Making Money Personal Podcast.   Personal finance apps continue to rise in popularity as people grow more digitally savvy and tech expands in processing and functionality. Using a personal finance app can significantly improve your financial game by helping you overcome challenges, get organized, and stay on track to meet goals. A report from Future Data Stats states that 70% of users improved their financial habits and budgeting skills when they used a personal finance app.    The key to achieving financial independence is to build the skills of managing personal finances effectively. The hard part for many is determining where to start. That's where personal finance apps and tools come in. They provide a sophisticated, user-friendly way to conveniently set up and manage finances. If you're not currently using a personal finance app or tool, consider using one. Here are a few top benefits of using a personal finance app.     The first benefit is that personal finance apps allow users to manage their finances anytime, anywhere. It's hard to beat the convenience and flexibility of on-the-go financial management. They keep all your information within arm's reach and provide functions and tools like access to real-time financial data and integration with bank accounts and credit cards for seamless tracking. Explore your app store for common, highly rated apps to try out. Also, consider exploring your financial institution's mobile app, which provides many of the same tools at no added cost.    The second benefit is that these apps offer robust tools for budgeting and tracking expenses. Although some might still prefer using pen and paper, for most people today, this method is waning. Personal finance apps provide budgeting tools with the latest technology and sometimes even AI capabilities to keep you on track with budgeting and tracking expenses. They provide ways for you to categorize spending to help identify patterns and areas for improvement, they offer alerts and reminders for upcoming bills and due payments, and they can provide you with deeper insights into your spending habits to help you stay within your budget.   A third benefit is that personal finance apps can significantly enhance financial security and instill user confidence. Storing your banking information digitally, especially when linked to different platforms, can concern many. However, reputable apps have robust security measures to protect your personal information. These apps use encryption and other security measures to protect your financial data.  To sum up, to successfully accomplish financial goals, you need to build effective money management skills, and using a personal finance app is a great way to get started.    When it comes to financial management, choosing the right app based on your needs is critical. Explore your app store for different options, read reviews, and look through functionality to determine the best app for you. If you're a Triangle member, consider exploring the various tools within your online and mobile banking account, like Money Manager and Goal Builder, to organize budgets, pay down debt, and set savings goals.    If there are any other tips or topics you would like us to cover, let us know at tcupodcast@trianglecu.org. Like and follow our Making Money Personal FB and IG page and look for our sponsor, Triangle Credit Union on social media to share your thoughts.   Thanks for listening to today's Money Tip Tuesday and be sure to check out our other tips and episodes on the Making Money Personal podcast.   Have a great day! 

In 2017, he hung up the robe. He came to realize that voluntary poverty was keeping him from serving the world in the ways he felt called too, so he stepped into a new chapter and joined Long View Asset Management, a sustainability-focused B Corp, eventually becoming a partner where he helps to oversee more than $250 million in assets. From vows of poverty to portfolio management—he knows life has a sense of humor. Doug Lynam, Keynote Speaker, Celebrity Coach and Best-Selling Author has lived a life wilder than a roller coaster designed by Salvador Dalí on a sugar high. He started out as a Marine then took a radical turn becoming a Benedictine monk. For twenty years, he wore the habit while simultaneously leading the mathematics department at a prestigious private school. His education at St. John's College—the delightfully eccentric Great Books school in Santa Fe, New Mexico gave him both philosophical depth and analytical sharpness, a combination that's guided him through every twist and transformation.

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite:https://www.ballastrock.com/Bio:Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have grown Ballast Rock into a diversified financial services company. Ballast Rock currently comprises:• Ballast Rock Asset Management: both real estate and venture capital asset management, empowering individual investors with democratized access to private investments;• Ballast Rock Capital: a FINRA regulated broker/dealer;• Ballast Rock Private Wealth: an SEC registered investment advisor providing bespoke wealth management advice; and• The Ballast Rock Foundation: a charitable foundation focused on alleviating housing insecurity in our community.Prior to founding Ballast Rock, Tom spent fourteen years working in finance. Most recently, he concluded nine years at Goldman Sachs & Co. as a trading desk head on the New York Fixed Income, Currencies and Commodities trading floor. His international career at both Goldman Sachs and HSBC, led him to live and work in New York, London, Dubai, and Sao Paulo. He has headed multiple desks primarily focused on structured finance, complex derivative transaction execution, and institutional investor marketing.BR Website Disclaimer: The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Capital LLC MEMBER: FINRA / SIPC (“Ballast Rock”), which is located at 460 King Street Suite 200, Charleston, SC 29403. 800-204-2513. Information is presented without reference to any particular user's investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Any private placement securities transactions or related activities offered by a registered representative are conducted in their capacities as registered representatives of Ballast Rock. Please see our Form CRS.

Share Your Salary: Money Manager Tammy full 437 Tue, 25 Mar 2025 17:30:08 +0000 ZQjJ3IVayw459rKT60WFuLyBrzoFpbsJ society & culture Share Your Salary society & culture Share Your Salary: Money Manager Tammy Because everybody wants to know how much people make for a living, but have been afraid to ask until now… 2024 © 2021 Audacy, Inc. Society & Culture False https://player.amperwavepodcasting.com?feed-link=https

In this episode, Scott Becker explores why money managers are increasingly steering investors toward private equity.

In this episode, Scott Becker explores why money managers are increasingly steering investors toward private equity.

This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall StreetFull Name: Jon KnottsTitle: Chief Investment Officer, Expressive WealthAUM: $130MWebsite: https://expressivewealth.com/Bio: With over three decades of experience in investment, Jon's career is marked by roles as a stockbroker, financial product creator, and stock research developer. His expertise in quantitative, fundamental, and technical analysis was honed at esteemed firms like Benzinga, Zacks Investment Research, and Prophet.net (now part of Schwab).At Benzinga, Jon contributed to launching a successful stock analysis product, providing over 2600 recommendations to individual investors. During his 20 years at Zacks, he played a key role in establishing it as a leading figure in fundamental research and quantitative analysis. As Senior Vice President of Operations & Product Management, he led the creation of innovative financial websites and subscription-based products, collaborating with industry giants like Fidelity and TD Ameritrade.Outside the corporate world, Jon serves as a Professor of Finance at North Central College, emphasizing the importance of personal finance and investing. He founded Fiscal Investor, a platform offering personalized investment strategies, bridging the gap between individuals and complex financial markets.Jon holds a Master of Science in Financial Markets & Trading from the Illinois Institute of Technology and a Bachelor of Arts in Finance from Ball State University. His academic background complements his pragmatic investment approach, blending theoretical knowledge with real-world application.Throughout his career, Jon has remained dedicated to helping investors reach their potential, aligning with the ethos of Expressive Wealth. His contributions to finance and education reflect his commitment to excellence and empowerment in investment.

Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money ManagerGuest: Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer's largest, most sophisticated clients, and is accountable for Mercer's “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm. Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including providing investment consulting advice to more than half of the world's 20 largest institutional investors. Rich has also led social security and other long term savings reform projects in five countries and one US state.Rich has led Mercer's work in several projects with the World Economic Forum, including work related to Transformational Investment, and to the Longevity Economy. Rich was President of Mercer's Investments & Retirement business and a member of Mercer's Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer's investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as Global Chief Investment Officer for Mercer's investment management business, which has more than $393 billon in AUM.Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor's degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine's annual list of the world's most influential investment consultants and received CIO Magazine's 2017 Industry Innovation Award as Consultant of the Year.Disclaimer:Opinions expressed are those of the speakers as of the date of the recording. This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Read Mercer's Important Notices & Disclosures herehttps://www.mercer.com/en-us/

Guest:Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer$600B AUM Assets Under Management$17T AUA Assets Under Advisory BioRich Nuzum, CFARich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer's largest, most sophisticated clients, and is accountable for Mercer's “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm. Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including providing investment consulting advice to more than half of the world's 20 largest institutional investors. Rich has also led social security and other long term savings reform projects in five countries and one US state.Rich has led Mercer's work in several projects with the World Economic Forum, including work related to Transformational Investment, and to the Longevity Economy. Rich was President of Mercer's Investments & Retirement business and a member of Mercer's Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer's investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as Global Chief Investment Officer for Mercer's investment management business, which has more than $393 billon in AUM.Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor's degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine's annual list of the world's most influential investment consultants and received CIO Magazine's 2017 Industry Innovation Award as Consultant of the Year.Disclaimer:  Click here to read Mercer's Important Notices & Disclosures

How This $2B Money Manager Looks At Holistic Investing… Guest:Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M.Company:InvstWebsite: https://invst.comBio:Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have master's degree in financial mathematics from University of Chicago where I also took several MBA courses. I have certificate in Investment Management from Yale University and two undergraduate degrees with three majors in Computers Science, Economics, and International Management, from Boston University.At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients. I also hold the Chief Compliance Officer, Chief Financial Officer, and Chief Technology Officer positions. We pride ourselves on the growth achieved by our clients and our abundance mindset all of which have led to success for firm in accolades and AUM growth.Super Amplify is a company I started in 2023 to help people use AI better at work to help them do the things they love and automate the things they hate. At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I connect data sources, workflows, and people using to build automation via intelligent agents. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency.I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.Disclaimer: Invst, LLC (“Invst”) is an SEC registered investment advisor with offices in Indianapolis, IN and Tampa, FL. Invst does not make any representations or warranties as to the investments and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly. Prior to Invst rendering any of the advisory services described herein, clients are required to enter into one or more written agreements with Invst setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). For additional information, visit www.Invst.com.

GuestPaul Carroll Avion Wealth $850 Million AUMWebsite:https://www.avionwealth.com/Paul's bio:Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales.Paul leads a team of wealth managers in building and executing financial plans for high-net-worth individuals and families. By establishing and maintaining open lines of communication, Paul stays up to date on clients' lives so that he can proactively provide guidance and direction as they navigate the challenges and opportunities presented to them.While not with clients, Paul spends time working on the development of his team, the firm, and the community. Both internally and externally, he takes pride in seeing the success of others.Paul graduated summa cum laude from the University of Maryland in 1985 with a Bachelor of Science degree in Business. He subsequently earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987. To best serve his clients, Paul earned the CERTIFIED FINANCIAL PLANNER™ designation and encourages his team to do the same.While not in the office, Paul enjoys going to the theater, live music, and travel. Paul has been a pilot for over 30 years and still enjoys piloting his team to visit clients around the country. An accomplished sailor and scuba diver, Paul can often be found close to the nearest body of water.

Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience. Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. He began his investment career in 1992 after graduating from Butler University with a B.A. in Economics. During his time at Butler, he was a four-year letterman in baseball. He also attended Glasgow University in Scotland, studying economics at the Adam Smith School of Economics. Prior to college, Craig enlisted in the U.S. Army, serving as a field artillery cannoneer and later earning a commission as a second lieutenant, where he served as an infantry platoon leader. In his professional journey, Craig spent the first eight years as a retail investment adviser. In 2001, he joined Kirr, Marbach & Company, LLC as Director of Marketing, overseeing the firm's business development initiatives. In 2007, he built and managed the investment services department for Lincoln Bank in Plainfield, Indiana. Following Lincoln Bank's acquisition by First Merchants Bank.

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.

Send us a textHave you ever heard of a Daily Money Manager? Meet Emily Lutz, owner of Liberty Paperwork Solutions! Emily shares her journey of becoming a daily money manager, a profession that involves handling clients' administrative chores like bill payments and financial tracking. Even though these services have always leaned toward being 'fancy', Emily explains how daily money management is becoming more common and important for various demographics, including the elderly, people with special needs, and those too busy to manage their finances. We discuss the emotional and practical benefits of having a daily money manager, Emily's motivation for starting her business, the trust and efficiency of remote services, and the importance of community and strong female friendships, especially for women in their 50s. 00:00 Introduction and Guest Welcome01:07 Understanding Daily Money Management02:28 Client Demographics and Services03:18 Real-Life Examples and Success Stories07:43 Remote Operations and COVID-19 Impact09:09 Trust and Security in Financial Management13:54 Getting Started with Liberty Paperwork Solutions17:20 The Joy of Being a Daily Money Manager17:52 Charging for Daily Money Management Services18:29 Helping Younger Clients Manage Money19:31 Generational Differences in Money Management22:52 Finding Purpose Beyond Family27:18 The Value of Strong Female Friendships30:10 Conclusion and Contact Information Follow Christine Van Bloem on Instagram @theemptynestkitchen and on Facebook @emptynestkitchen Learn more about Menopause Meal Plans Sign up for my FREE 10 Essential Tools for the Empty Nest Kitchen

Rick Kahler uses a vivid boardroom metaphor to show how clashing internal financial parts of you, like a strict Project Manager, cautious Risk Manager, and bold Entrepreneur—can create chaos in your financial life. Without your calm, capable CEO (the Self) leading, these parts clash, leading to stress and indecision. This episode explores how to identify these financial “managers,” understand their roles, and unblend from their extreme behaviors. By unlocking the Self, you can harmonize these parts, making thoughtful, balanced money decisions and reclaiming leadership of your financial life."A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

In this episode of Crypto 101 we take a look into one of our Hedge Fund Summit Interviews from mid December where Brendan Veihman interviews Ryan Rasmussen, Head of Research at Bitwise Asset Management, to discuss the transformative trends in crypto investing. Ryan highlights the unprecedented growth of Bitcoin ETFs, including their impact on adoption and market dynamics, and explores the exciting potential for altcoin ETFs. The conversation delves into crypto as a portfolio diversifier, emphasizing its low correlation and high growth potential. Ryan also explains how regulatory shifts and a shrinking Bitcoin supply are setting the stage for explosive future demand. The episode concludes with insights into Bitwise's innovative products and strategies for bringing crypto to traditional finance.00:00 Introduction to Ryan Rasmussen and Bitwise Asset Management.02:10 Impact of Bitcoin ETFs on market adoption and investor behavior.05:25 Potential for altcoin ETFs and their role in diversifying portfolios.08:00 Discussion on crypto as a portfolio diversifier with low correlation.11:35 Regulatory shifts driving demand for crypto investment products.14:20 Insights into the shrinking Bitcoin supply and its market implications.18:05 How Bitwise is bridging the gap between crypto and traditional finance.21:30 Exploration of Bitwise's innovative investment products.24:50 Ryan's predictions for the future of crypto investing.28:15 Closing thoughts on crypto's long-term growth and adoption potential.Check out Plus500: https://plus500.comCheck out Moorings: https://moorings.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Link:https://bitwiseinvestments.com/*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Moorings: https://moorings.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Capital Hacking, hosts Josh McCallen and John Edwin welcome Dane Czaplicki, the founder of Members Wealth. Dane shares his unconventional path from vet school at the University of Pennsylvania to a successful career in wealth management. He explains his initial interest in finance, which was sparked by interactions with financial professionals during his time working in a restaurant. Dane discusses the comprehensive advisory services he offers, combining tax, estate, and investment planning for high-net-worth families. He emphasizes the importance of continual learning, recommending introductory finance books like 'Rich Dad Poor Dad'. The conversation also touches on current investment strategies, the impact of political events on the markets, and Dane's cautious perspective on Bitcoin.Ultimate Show Notes:00:43 Meet Dane Czaplicki: From Vet School to Wealth Management02:15 Dane's Journey into Finance04:37 Building a Career in Wealth Management08:00 Investment Strategies and Recommendations22:09 Understanding Family Offices25:33 Economic Forecast and Bitcoin Discussion31:20 Conclusion and Contact InformationConnect with Dane:Website: https://www.memberswealthllc.com/dane-czaplicki Facebook: https://www.facebook.com/daneczaplicki/ LinkedIn: https://www.linkedin.com/in/danecfa/ Email: Dane Czaplicki Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Are you confident in your financial strategy for retirement? Have you ever wondered who can help manage your day-to-day finances when life's challenges make it difficult to keep up? Tim Whisler is joined by Michelle Brown, a daily money manager from Advocate Money Management, who shares her insights on how daily money management can provide … Read More Read More

Hello Everyone,This podcast is my 7 tips of fitness - This episode is about self care as we wind down the year  and enter a new one. I also talk about my classes I do live in zoom every month and the top surgery workout videos I sell on my website, see the link below.Thank you -Please enjoy-Acehttps://www.acemorganfitness.com/https://www.youtube.com/channel/UC_XgjvCA8tgyu0Ga8z_t7swThank you for listening! Follow me on Instagram - https://www.instagram.com/acemorganfitness/

Interview with Karin Kirk.Karin Kirk is a geologist, science writer, and professional ski instructor from Bozeman, Montana. Her writing spans topics from Earth science to EVs and often is centered around data-rich visualizations – always with the goal of bringing clear and relatable explanations to confusing topics.In addition to writing for Yale Climate Connections, Karin is a science writer for NASA, where she writes about climate science and current events that shape the planet, such as wildfires, volcanic eruptions, sea ice, and weather events. She uses satellite imagery to track current Earth happenings and describe their significance to the public.But perhaps the most important aspect of Karin's work is that she regularly engages with policymakers and voters about climate and energy issues. These interactions have profoundly shaped her communication skills and helped her develop effective approaches for a wide range of audiences.Karin holds a B.A. in geology from Skidmore College and an M.S. in geology from Montana State University.https://yaleclimateconnections.org/author/karin/Investing skeptically:Can a famouns Money Manager (and CNBC host) beat the market?

Author/seasoned money manager/finance expert Vijay Marolia returns talks about the port crisis and how the strike affects the United States! Vijay covers ground in this discussion including supply chain disruptions, increased prices, economic impact affecting businesses, increased inflation, and renegotiating new contracts to improve working condition, and is the Chief Investment Officer of Regal Point Capital with 20 years of capital market experience and has been featured on numerous outlets plus an update on his release “Baby's 1st Business Book”! Check out this compelling discussion with Vijay Marolia and find out more about Vijay at www.rpcapitalsolutions.com today! #vijaymariola #regalpointcapital #seasonedmoneymanager #financeexpert #USportcrisis #supplychain #supplychaindisruption #inflation #import #export #business #retail #unionworkers #babysfirstbusinessbook #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnervijaymariola  #themikewagnershowvijaymarolia --- Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

Author/seasoned money manager/finance expert Vijay Marolia returns talks about the port crisis and how the strike affects the United States! Vijay covers ground in this discussion including supply chain disruptions, increased prices, economic impact affecting businesses, increased inflation, and renegotiating new contracts to improve working condition, and is the Chief Investment Officer of Regal Point Capital with 20 years of capital market experience and has been featured on numerous outlets plus an update on his release “Baby's 1st Business Book”! Check out this compelling discussion with Vijay Marolia and find out more about Vijay at www.rpcapitalsolutions.com today! #vijaymariola #regalpointcapital #seasonedmoneymanager #financeexpert #USportcrisis #supplychain #supplychaindisruption #inflation #import #export #business #retail #unionworkers #babysfirstbusinessbook #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnervijaymariola  #themikewagnershowvijaymarolia --- Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

Author/seasoned money manager/finance expert Vijay Marolia returns talks about the port crisis and how the strike affects the United States! Vijay covers ground in this discussion including supply chain disruptions, increased prices, economic impact affecting businesses, increased inflation, and renegotiating new contracts to improve working condition, and is the Chief Investment Officer of Regal Point Capital with 20 years of capital market experience and has been featured on numerous outlets plus an update on his release “Baby's 1st Business Book”! Check out this compelling discussion with Vijay Marolia and find out more about Vijay at www.rpcapitalsolutions.com today! #vijaymariola #regalpointcapital #seasonedmoneymanager #financeexpert #USportcrisis #supplychain #supplychaindisruption #inflation #import #export #business #retail #unionworkers #babysfirstbusinessbook #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnervijaymariola  #themikewagnershowvijaymaroliaBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-mike-wagner-show--3140147/support.

Website: https://www.balentine.com/ Bio: Robert Balentine Chairman Partner Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro Atlanta Chamber's 2013 Business Person of the Year, Lifetime Achievement Award. Barron's and Forbes have each named Robert one of the country's top wealth management advisors, and Atlanta Business Chronicle named Robert to its 2018 list of Most Admired CEOs. He is a frequent contributor to the media and addresses audiences across the country on topics related to investing and entrepreneurship. First Generation Wealth, a book co-written by Robert and CEO Adrian Cronje, was released in September 2021. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5. Specialist in quantitative and systematic strategies, as well as Derivatives 6. Traded north of 50 billion in crypto since inception --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here's more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm's SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron's, Bloomberg, Money Magazine, Investor's Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money Guest name: Eric Franklin Title: Managing Principal, Co-Founder Website: www.prosperowealth.com AUM: $60M Bio: Eric is the Managing Principal and Owner of Prospero Wealth, a financial planning and wealth management firm dedicated to inspiring tech professionals to live larger and more impactful lives. Prospero Wealth is the only advisory practice to focus on this large and affluent population by providing a highly curated set of data-driven products and services, and by training multi- decade tech veterans to act as lead advisors. Despite relatively high pay and benefits, a 2020 Gartner survey found that two out of three tech workers were open to or already seeking jobs in other industries. Tech professionals are highly educated and skeptical of financial salespeople. Prospero Wealth has found them to be more comfortable working with advisors that have a similar career background and who have already made similar career switches they are looking to make for themselves (“second-act” careers with larger personal satisfaction and control). Prior to starting Prospero Wealth, Eric worked 23 years in technology, most notably at Amazon for over 18 years (over three separate terms starting in 1998) where he was an early product owner for Customer Reviews and Wish Lists, managed teams of product managers delivering category expansion for Amazon, and designed a large-scale technology platform for Customer Service triggering automated actions in response to large scale anomaly detection. In between those three stints at Amazon, Eric also worked in a number of startups as the head of product. Eric holds a B.A. degree in literature from the University of California, Santa Cruz, and lives in Seattle with his wife and two children. He loves taking the family skiing (even though he is a lifelong snowboarder), spinning vinyl in his home office, and is an avid reader. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Curious about what happens when you trust God with your finances? Join our 90-Day Tithe Challenge and discover His faithfulness in a new way! This message unpacks why tithing is more than a financial decision; it's a step of faith that opens doors to God's provision. And, we're making it simple—sign up for the challenge, and if God doesn't provide for you we'll give you your money back. Don't miss this opportunity to experience God's abundance firsthand!

In this engaging interview, Ranmore Fund Manager Sean Peche shares candid insights with Bloomberg's Merryn Somerset Webb, challenging the traditional investment narrative. Peche discusses his approach to evaluating stocks without meeting management, the pitfalls of chasing tech stories like Nvidia, and why he believes in relying on hard numbers over compelling CEO stories. He highlights Ryanair's resilient performance, Petrobras' dividend power, and the risks of paying too much for future growth. With a focus on value investing, Peche emphasizes the importance of avoiding hype and sticking to fundamentals in an unpredictable market.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyGoogleTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Here's the latest update on the agricultural market and related developments!

You work hard for your money, so you should enjoy it, right? That's a common idea. But what if we started seeing money as something given to us to manage, rather than something we own? Pastor Mark explains how money works in God's kingdom and how to live with abundance.

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Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend, Trevor Welch. Trevor is an award-winning fund manager in venture capital, hedge funds, and private alternative investment strategies. As a former Goldman Sachs, private banking manager and money manager for the royal family, he's earned his place as one of the world's top 100 Finance leaders in 2023.So what this means is that Trevor has entered God mode in private investments and is a perfect example of one of the funds that won in his industry. xFIaijmY0pxL7j0J4hTmSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Trevor is an award-winning fund manager in venture capital, hedge fund, and private alternative investment strategies. As a former Goldman Sachs, private banking manageTalking Trading - Expert trading and investing tactics so you can excel in the markets.Your key to getting the results you deserve.Listen on: Apple Podcasts Support the Show.DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

20+ year veteran seasoned money manager Vijay Marolia discusses the affordable housing shortage and the author of “Baby's 1st Business Book” written for babies! Vijay has 20+ years experience in capital markets, hedge funds, private equity investment strategies; also serves as managing partner & Chief Investment Officer of Regal Point Capital, and founded Dharma Investing creating/funding projects focused on education & entrepreneurship, plus Vijay discusses why there's a housing shortage including rising demand and limited supply, economic barriers to homeownership, the impact on vulnerable communities and the need for multifaceted solutions, plus in his book why it's important to learn business and money at a very early age as well as early education on personal finance and entrepreneurship as a key to solving world problems! Check out the amazing Vijay Marolia and his latest release on many major platforms and to find out more, visit www.rpcapitalsolutions.com today! #vijaymarolia #moneymanager #regalpointcapital #babysfirstbusinessbook #affordablehousingshrtoage #capitalmarkets #hedgefunds #privateequity #dharmainvesting #education #finance #entrepreneurship #homeowner #homeownership #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnervijaymarolia #themikewagnershowvijaymarolia   --- Send in a voice message: https://podcasters.spotify.com/pod/show/themikewagnershow/message Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

20+ year veteran seasoned money manager Vijay Marolia discusses the affordable housing shortage and the author of “Baby's 1st Business Book” written for babies! Vijay has 20+ years experience in capital markets, hedge funds, private equity investment strategies; also serves as managing partner & Chief Investment Officer of Regal Point Capital, and founded Dharma Investing creating/funding projects focused on education & entrepreneurship, plus Vijay discusses why there's a housing shortage including rising demand and limited supply, economic barriers to homeownership, the impact on vulnerable communities and the need for multifaceted solutions, plus in his book why it's important to learn business and money at a very early age as well as early education on personal finance and entrepreneurship as a key to solving world problems! Check out the amazing Vijay Marolia and his latest release on many major platforms and to find out more, visit www.rpcapitalsolutions.com today! #vijaymarolia #moneymanager #regalpointcapital #babysfirstbusinessbook #affordablehousingshrtoage #capitalmarkets #hedgefunds #privateequity #dharmainvesting #education #finance #entrepreneurship #homeowner #homeownership #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnervijaymarolia #themikewagnershowvijaymarolia   --- Send in a voice message: https://podcasters.spotify.com/pod/show/themikewagnershow/message Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

How To Bucket Plan Your Money & Avoid Freak Out Risk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately $3.2B Websites: https://www.jlsmithgroup.com/ https://c2penterprises.com/ Get The Book Here: https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr9Z8ArANtBh9zrxqqLPhzpli_GX1z_iIEwPQ2_2Zc87mD_5BR5m60Pyu7_p-o0hSYhqipjTBip0-DjCaP9Mcp_9IJzMHZQ1EA4.s3629J44iVPSCDlcJbDQaXQHGO-HA1OML_KkCDQJJ7Y&dib_tag=se&keywords=Bucket+Plan+Book&qid=1712758052&sprefix=bucket+plan+book%2Caps%2C167&sr=8-2 --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

This episode is full of some great tips on how to sleep better, workout vidoes you can buy on my website, pre top surgery and post op top surgery videos along with full body, chest and back and more! Also some tips on logging your food to get in enough calories.Enjoy the episode!-Acehttps://www.acemorganfitness.com/https://twitter.com/acemorganfithttps://www.instagram.com/acemorganfitness/https://www.youtube.com/channel/UC_XgjvCA8tgyu0Ga8z_t7swThank you for listening! Follow me on Instagram - https://www.instagram.com/acemorganfitness/

Matt Bell is the managing editor at Sound Mind Investing and the author of several books on personal finance, including Money & Marriage: A Complete Guide for Engaged and Newly Married Couples. HOW DO INDIVIDUAL TEMPERAMENTS AFFECT MARRIED COUPLES' FINANCIAL MANAGEMENT?Understanding each other's temperament helps couples manage money together effectively since temperament influences how individuals naturally react to financial situations, bringing inherent strengths and weaknesses to money management.Temperament shapes our financial behaviors and preferences, influenced by upbringing and personal experiences.Knowing and respecting each other's temperament can lead to better teamwork in financial decisions.It's crucial to recognize that while temperaments have their financial strengths, they also come with challenges that can be managed through awareness and cooperation. WHAT ARE THE DIFFERENCES BETWEEN MEN AND WOMEN IN FINANCIAL PERSPECTIVES AND BEHAVIORS? Research shows men and women often have different financial priorities, emotions related to money, interests in financial topics, negotiation tendencies, and risk levels in investing, which can lead to conflict in marriages.Men and women have distinct spending priorities, with men favoring electronics and women preferring travel.Men associate money with confidence, while women tend to associate it with anxiety and confusion.Differences extend to financial interests and behaviors, such as investing versus saving strategies and openness to negotiating salaries. DO FINANCIAL OPPOSITES ATTRACT IN MARRIAGES ACCORDING TO RESEARCH?Research indicates that individuals often choose mates with opposite financial habits, such as spendthrifts marrying tightwads, which can lead to conflict but also complements each partner's financial behavior. Initial attraction may lead to choosing partners with differing financial habits, despite logical preferences for similarity.This attraction of opposites in financial habits necessitates understanding and cooperation to manage the inherent conflicts. HOW CAN COUPLES RECONCILE DIFFERENCES IN FINANCIAL TEMPERAMENTS AND HABITS?Understanding and accepting each other's financial temperament is key, with communication playing a crucial role in reconciling differences and managing finances as a team.Discovering and appreciating each other's financial temperament fosters empathy, reduces frustration, and enhances teamwork.Recognizing the strengths and weaknesses associated with each temperament allows couples to assign financial roles and responsibilities that play to each partner's strengths.Continuous learning and adaptation to each other's temperaments can lead to more effective and harmonious financial management. HOW DOES IDENTIFYING AND WORKING WITH EACH OTHER'S TEMPERAMENTS IMPROVE FINANCIAL MANAGEMENT IN MARRIAGE?Identifying and understanding each other's temperaments can greatly improve how couples manage their finances by maximizing strengths and minimizing weaknesses inherent to each temperament. This process encourages empathy and understanding, reducing blame and frustration over financial differences.By leveraging each other's natural tendencies, couples can create a more balanced and effective approach to financial planning and decision-making.Continuous exploration and appreciation of each other's temperament foster a collaborative environment for managing finances as a cohesive unit. ON TODAY'S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:I'm retired and haven't made withdrawals from my 457 plan but am concerned about digital currency replacing the dollar. How can I protect my money?I want to save for a car for my grandson who will be driving in three years. Should I put the funds in a CD or a U.S. I Bond?My mother moved in with me, and we put my name on her accounts. As her primary caregiver, she intends for me to inherit her savings. Do we need to take any legal steps to ensure this? RESOURCES MENTIONED:Bankrate.com for finding the best CD rates Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach. Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Each of us has an inner money manager. So, what happens if yours and your spouse' disagree? On today's Faith & Finance Live, host Rob West will welcome Matt Bell to explain how couples who can reconcile differences about handling their finances avoid a lot of conflicts in marriage, and they do it by getting in touch with their inner money managers. Then Rob will answer your calls and financial questions. See omnystudio.com/listener for privacy information.

Are we to act like owners or managers when it comes to money? Join Pastor Eric Giesow as he teaches us how to be good stewards in Week 2 of "Wait Till I Get My Money Right."

We like to focus on "what" financial decisions to make (account types, interest rates, tax strategies, etc.) but we don't spend nearly enough time focusing on "why" we're spending our money. Today we'll talk about: - What exactly is a Financial "Why" Statement? - 3 questions to help you develop your own Financial "Why" Statement - How I recently used my Financial "Why" Statement to make a difficult financial choice

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year ago to dive into their research process. Their colleague Mike Tian shared another perspective earlier this year when he described applying WCM's moat trajectory discipline to investing in China. In this continued exploration of WCM, we start with the truly unique facts about the firm's rebirth a decade ago and turn to key features of its success, including embracing change, the importance of culture - alongside some characteristics of toxic cultures, hiring practices, telling the truth, integrating new team members, managing turnover, and transitioning leadership to the next generation. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

On this episode of The Insightful Leader: Are companies as socially responsible as they claim? And how much should investors care?

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyGoogleTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.US Corn and Soybean Crop Estimates:

Bloomberg Radio host Barry Ritholtz speaks with asset management expert Ted Seides, founder of Capital Allocators LLC. His most recent book is “Capital Allocators: How the World's Elite Money Managers Lead and Invest”; he is also the host of the popular “Capital Allocators” podcast, which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School.See omnystudio.com/listener for privacy information.