Podcasts about money managers

Process of managing money

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Best podcasts about money managers

Latest podcast episodes about money managers

Design Your Wedding Business
Profit First Simplified with Jenni Davis

Design Your Wedding Business

Play Episode Listen Later Oct 17, 2022 25:31


How do you feel about putting on your CFO hat? Is it a little intimidating?In this episode, we're talking all about being the CFO of your business with Profit First Professional Jenni Davis. Jenni is teaching us what Profit First is, why it's a game-changer for your finances, and how to get started with it through her new program.This episode is a great introduction to Profit First and we're sharing all the resources you need to learn more about it. Whether you've heard of it before or not, this episode has something for you. Jenni Davis is a Certified Profit First Professional, CFO, and owner of JMD Business Solutions. With over 25 years of experience, Jenni has learned how to step into service-based business as the "Chaos Tamer," the "Money Manager," and their #2 in the day-to-day financial operations. Jenni is passionate about eradicating financial stress for business owners and equipping them to plan for profit like they've never seen before. Jenni is a Profit First coach, consultant, and educator in the online business community.At JMD Business Solutions, Jenni and her team are breaking the mold in the accounting/CFO space by combining financials and operations in a way that skyrockets cash flow and plans for profit. Through profit strategy and cash flow design, Jenni and her team come alongside their clients with a “can do” attitude and take ownership of the financial aspect of the business so they don't have to anymore. Jenni believes it's not about how much you earn, it's about how much you keep!If you need help getting your finances in order, tune in!I would love to connect on Facebook: www.facebook.com/JenTaylorConsulting & Instagram: www.instagram.com/jentaylorconsulting!Resources Mentioned:Profit First Simplified: https://4jentaylor--jmdbusinesssolutions.thrivecart.com/profit-first-simplified/ Why Profit First: https://jmdbusinesssolutions.com/why-profit-first/ Follow @jmdbusiness on Instagram: https://www.instagram.com/jmdbusiness/Follow JMD Business Solutions on Facebook: https://www.facebook.com/JMDBusinessSolutionsConnect with Jenni on LinkedIn:  https://www.linkedin.com/in/jmd-business-solutions/ Show notes available at jentaylorconsulting.com/episode23

A Nickel & A Plan
Retirement Questions and How to Answer Them/Separately-Managed and Third-Party Money Managers - what are they?

A Nickel & A Plan

Play Episode Listen Later Sep 29, 2022 53:35


Market Update - what to be doing NOWTop Ten Googled Retirement QuestionsHow to get YOUR answers to these questions! Hint: FINANCIAL PLANNING!! Separately-Managed and Third-Party Money ManagersWhat are they? Why and how they are so expensive!

Americana Partners
Stay Invested - September 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 28, 2022 45:45


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

What's Up Next Podcast
353. A Monk, a Marine, and a Money Manager Walk into a Bar w/ Doug Lynam

What's Up Next Podcast

Play Episode Listen Later Sep 22, 2022 44:37


Doug Lynam was traumatized by his parents relationship with money. This lead to, among other things, a stint in the marines and two decades in a monastery. Eventually his unique past guided him to a career as a money manager. In this episode we discuss money trauma and money avoidance. 

Americana Partners
Stay Invested - August 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 4, 2022 45:57


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Retire Young Podcast
Don't be tricked by your money manager in down markets__Episode 590 9\1\22

Retire Young Podcast

Play Episode Listen Later Sep 1, 2022 11:02


The Prosper Collective
You're doing it wrong– how to guarantee profit in your business with Jenni Davis– Eps. 9

The Prosper Collective

Play Episode Listen Later Aug 25, 2022 61:07


In this episode, I speak about the Profit First Method with Jenni Davis.   She  is a Certified Profit First Professional, CFO and owner of JMD Business Solutions. With over 25 years of experience, Jenni has learned how to step into service based business as the "Chaos Tamer", the "Money Manager" and their #2 in the day to day financial operations.    Jenni is passionate about eradicating financial stress for business owners and equipping them to plan for profit like they've never seen before.    As a Profit First coach, consultant and educator in the online business community, Jenni is the right guest for this episode and we highlight:   What exactly profit is and what it is not Why many entrepreneurs struggle with the concept of profit How a normal business can take its profit What Profit First is and how it works Why it is necessary for you to have several bank accounts   If you are looking to transform your business, this is the episode for you. Press play to listen in. Grab full shownotes here Connect with Holly Cain   Instagram Facebook   Connect with Jenni Davis   Website Profit Simplified Instagram LinkedIn Facebook   Listen, rate, and subscribe!

Making Money Personal
Simple Ways to Pay Down Debt Faster - Money Tip Tuesday

Making Money Personal

Play Episode Listen Later Aug 23, 2022 3:19


How would you like to be debt free sooner, or at least lower your existing debt to ease up on some financial stress? It's time to take some simple steps that will help you pay down your debt faster and reach financial freedom sooner. Links: Learn more about using a personal loan for debt consolidation  Check out the current rates for various loans and contact Triangle if you have questions about refinancing Learn more about Triangle's Money Management tool for getting out of debt Total Money Makeover by Dave Ramsey Get the Hell out of Debt by Erin Skye Kelley Money Rules by Jean Chatzsky Follow our podcast Facebook, Instagram and Twitter Transcript: Welcome to Money Tip Tuesday from the Making Money Personal podcast.   If you're tired of feeling buried in debt and want to start making moves to get out of it there are steps to take that will get you debt free sooner than you think.  First, you can make extra payments towards your debt. Next time you pay your bill, try adding a little more to that payment. Round it up to the nearest $50 or maybe $100 or whatever you can afford. If you do this consistently over time, you'll be able to shave months, and maybe years, off your loan. You could also try to pay more frequently, like twice a month.  Keep in mind though, that before doing this, check with the lender to verify there are no penalties for making extra payments.  Second, if you can, consolidate multiple debts into one using a debt consolidation personal loan. This will help you stay organized by combining your debt into a single, easy payment. Plus, a debt consolidation personal loan will most likely offer you a lower interest rate than what you're already paying.  Third, you can refinance your loan. Refinancing will allow you to do one of two things. You can refinance the loan for a shorter term, which means you'll pay it off earlier, or you can refinance at the same term, but for a lower rate. If you choose to go with a lower rate, you can then throw the extra money you have towards the new bill as an extra payment towards principle.  Fourth, you can adjust your spending habits to better manage cash flow. By keeping your expenses lower you'll be able to free up cash to put towards extra loan payments. You can try freezing your credit card spending, rebalance your budget to cut out unnecessary expenses and renegotiate certain bills like insurance and others to see if you can lower any of those costs.  Fifth, get inspired and organized by using an app or other tool. Do an internet search for debt management apps that keep all your information organized and offer strategies and plans to stay on track. Triangle also has a useful Money Manager tool within your online and mobile banking account that you can start using to set goals on getting out of debt. If you're a reader, check out some top-rated books for more tips and inspiration on getting out of debt like Total Money Makeover by Dave Ramsey, Get the Hell out of Debt by Erin Skye Kelley, and Money Rules by Jean Chatzsky. Explore other resources like videos and podcasts if you're looking for more inspiration.  Getting out of debt is a journey. It requires focus, discipline and effort. But if you're motivated to be debt free, or at least reduce the burden that you're carrying, making these efforts can fast track you towards that goal.  If there are any other tips or topics you'd like us to cover, let us know at tcupodcast@trianglecu.org and don't forget to like and follow our Making Money Personal Facebook and Instagram pages and look for our sponsor, Triangle Credit Union on Instagram and LinkedIn 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! 

The Find Your STRONG Podcast
83 - What Our Grandma's Did With Their Money That More Women Are Returning To With Amanda Neely

The Find Your STRONG Podcast

Play Episode Listen Later Aug 18, 2022 33:39


Let's talk money, honey! This one is for all the savers and spenders out there. Joining Jenny to talk all things finance is small business and financial professional Amanda Neely, who shares her take on bringing femininity into the conversation about money, recommendations for saving and investing, and profitability strategies for businesses.  Check out the Grandma's Wealth Wisdom website! Mike Michalowicz - Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine JOIN The YOUR BEST BODY PRIVATE COMMUNITY and for the Password say "Jenny invited me"JOIN The YOUR BEST BODY PROGRAM   If you enjoyed this episode, make sure and give us a five star rating  and leave us a review on iTunes, Podcast Addict, Podchaser and Castbox. STRONG Fitness Magazine Subscription Use discount code STRONGGIRLResourcesSTRONG Fitness MagazineSTRONG Fitness Magazine on IGTeam Strong GirlsCoach JVBFollow Jenny on social mediaInstagramFacebookYouTube   

The Yield
The Next Generation of Investment Managers

The Yield

Play Episode Listen Later Aug 17, 2022 24:30


Brooker Belcourt, CEO and founder of Covey, an analyst-owned community built to find the best performing managers for any investor to copy.  Covey's analyst-owned community hosts hundreds of analysts – ranging from hobbyists to traditional finance industry veterans, and everyone in between – and is designed to find and reward the world's next top money managers. Top performers receive token rewards, and earn the option to become a Money Manager in Covey's copy trading fund.  Brooker has joined The Yield today for a conversation about the competitive and information edge to stock trading. Key Takeaways:[1:30] The investment professional path that led Brooker to founding Covey. [3:04] Friction points and data sets to finding the best people to manage your investments. [6:16] Finding the balance between short term risk and long term reward. [8:15] Who would benefit from this investment opportunity? [12:05] The unique technologies that differentiate Covey. [15:43] Technical considerations and data concerning mean reversion. [17:12] A Covey app will provide access to the top 10% of analysts to retail investors. [18:09] A portrait of the top 10% performing investors on Covey. [19:25] Do investment decisions change when real money is not at stake? [20:25] Crypto and blockchain elements and benefits of staking. [21:22] A look at what Covey will be offering next.

BizNews Radio
Andrew who? Corion's David Bacher endorses a money manager to follow, warns Amateurs taking on the Pros

BizNews Radio

Play Episode Listen Later Aug 4, 2022 13:33


The big debate raging within investment markets right now is whether private investors will be rewarded or punished after last month's equities buying spree that was the most aggressive since 2014. In the latest update on the monthly Corion Report, David Bacher explains why shares ran so hard in July and offers some insights into the results of Amateurs v Pros contests of the past. He also names a low-profile asset manager who he reckons deserves recognition after his consistently applied process has delivered the goods. Learn more about your ad choices. Visit megaphone.fm/adchoices

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#126 - Ted Seides - How the World's Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Jul 28, 2022 59:54


Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterTed Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron's, Business Insider, and Forbes each naming it among the top investing podcasts.Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors' strategies in his second book, ‘Capital Allocators: How the world's elite money managers lead and invest', published in March last year.We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted's bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&P 500 from 2008-2017. Enjoy!Some of the interviews referenced in today's episode:- Sam Zell: https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/- Chamath Palihapitiya: https://capitalallocators.com/podcast/the-social-capital-flywheel/- Joel Greenblatt: https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/Capital Allocators: How the world's elite money managers lead and invest: https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

The Get Up Girl
The 1 TOOL that will CHANGE your FINANCIAL REALITY for GOOD!

The Get Up Girl

Play Episode Listen Later Jul 28, 2022 17:14


It took me 7 years to start to use this tool … and it has COMPLETELY changed my financial reality! My money keeps doubling and tripling and I'm not working any longer or harder. We get it when we get it! On January 1st 2022 of this year, I made the demand of ME and started to HONOR ME by paying myself FIRST! For every dollar that I receive (from anything!) I put away 10% of it for ME! I don't spend. I don't use it. I simply have it. Can you have money? Many of us can make money. Many of us can save money. However … many of us have a challenging time having money. I am so great at making money and saving it! However, I was not very good at having it. As soon as I saved money, I would spend it, get into debt and then pay it off. It was an endless cycle for years and years. It kept me entertained. I'm pretty good at it. No more!I made the demand of me. This podcast is all about how I made that demand.  IN THIS EPISODE, I TALK ABOUT:Don't spend our Honor of Me money/investment.Question: “How can you have money?” You can have your Honor of Me money invested in gold, jewels, artwork that don't own you. The difference between spending and investing. If you loved this episode, it would mean the world to me if you SUBSCRIBED to the podcast on your favorite podcast app and give it a 5 star review. I would be forever grateful! Thank you!!   ​​ ✅  RESOURCES:Text: CREATE to 323-524-9857 to apply for my Get Up Girl Gang community If you enjoyed this episode, make sure and give us a five star rating  and leave us a review on iTunes, Podcast Addict, Podchaser and Castbox. ✅  LET'S CONNECT:The Get Up GirlInstagramFacebookMonthly online fitness academy 

Good Money Good Hands Good Work
Doug Lynam—From Monk to Money Manager: Why Becoming Wealthy Isn't Bad

Good Money Good Hands Good Work

Play Episode Listen Later Jul 25, 2022 34:22


Doug Lynam grew up in a family who idolized money. So what did he do? He ran away to a monastery and took a vow of poverty. After all, the monastery believed money was the root of all evil. But things didn't go the way Doug wanted. His family was shattered and the monastery went bankrupt. So what exactly was the right answer?    Today, Doug reveals his incredible journey of redefining his relationship with money and rediscovering the good that money can do. Plus, you don't want to miss when Doug describes his worst money mistake. It's powerful. Doug packed so much value into our conversation—and I think it's one you'll want to listen to over and over again.   If you liked this episode, give this one a listen too: Dr. Mike Norton—Money Can Buy You Happiness   Get Doug's new book here: https://amzn.to/3teaNer   Order your copy of the USA Today and Wall Street Journal bestselling book Good Money Revolution here: https://amzn.to/34hSonE   For daily tips to help you make and save money, follow us on Instagram @derricktkinney  Here's the Libsyn promo code for you to receive up to 2 months of free podcasting service. It's what we use for the Good Money podcast. https://signup.libsyn.com/?promo_code=MONEY

BizNews Radio
SA's top money manager says it's time to buy resources shares, many other JSE-listed stocks are also "very cheap"

BizNews Radio

Play Episode Listen Later Jul 19, 2022 22:37


JSE-listed mining shares have taken an awful hiding since March, with a number having lost as much as half their value. But that's a buy signal for South Africa's top performing money manager, Piet Viljoen, who manages the Counterpoint Value Fund. In this podcast with Alec Hogg of Biznews, Viljoen unpacks the appeal of a number of South African stocks, from the obvious (coal) to the exciting rebounds (Absa, FirstRand, Sanlam). Viljoen is a favourite among the BizNews community and at next month's event becomes the only speaker to deliver a keynote address at all of the BizNews Conferences at the Champagne Sports Resort in the Drakensberg. Learn more about your ad choices. Visit megaphone.fm/adchoices

GAA on Off The Ball
GAA Late Night - Epic Limerick, Kilkenny shortfalls, Hector on TJ, Big Money Managers

GAA on Off The Ball

Play Episode Listen Later Jul 18, 2022 64:55


Welcome along to another episode of GAA Late Night - the Championship phone-in show from OTB on Twitter Spaces, brought to you by Guinness 0.0 #YoursForTheTaking. This week, host Tommy Rooney is joined Offaly All-Ireland winner Daithi Regan as well as former Dublin and Cork star Sarah O'Donovan, as well as our callers who set the agenda after the GAA weekend. We want you to tune live and call in with your thoughts, it's your chance to have your say - live every Sunday from 8:30pm on Twitter Spaces. Join the space next Sunday!  GAA Late Night is brought to you in partnership with Guinness 0.0; 100% Guinness, 0% Alcohol, more social occasions off the GAA pitch are yours for the taking

Denise Griffitts - Your Partner In Success!
Lynn Kitchen - Money Talks For Women

Denise Griffitts - Your Partner In Success!

Play Episode Listen Later Jul 11, 2022 62:00


Money Talks For Women - How More Women Can Fund Their Dreams and Confidently Put Their Dreams First Lynn Kitchen is a Producer of Positive Media, a Financial Coach Consultant, and a Leadership Expert. Lynn is the Founder and Executive Producer of the World's Greatest Motivators TV Series, The Master Mentor Series, and Co-Producer of Bob Proctor at Carnegie Hall. She is a former owner/Executive of 2 Investment Advisory Firms and has enjoyed a 34-year career as an executive Money Manager. In fact, Lynn was one of the first women to open her own Financial Broker Dealership. Additionally, Lynn is a Licensed Spiritual Practitioner, and Life Mastery Consultant. Lynn Kitchen joins host Denise Griffitts to share how more women can fund their dreams and confidently put their dreams FIRST! WHY women notoriously neglect, deflect, and deny their own dreamsNeglect your dreams at your own perilWhat dreams need to thrive, and yes, those dreams need MONEYInside every woman is an ACE MONEY MANAGER World's Greatest Motivators | Money Talks | LinkedIn | Facebook | YouTube

Life on Planet Earth
MISSIONARY OF WALL STREET: STEPHEN AUTH, CIO at one of Wall Street's top money managers, on how his group brings New Yorkers back to God; his near death experience & new book, PILGRIMAGE TO THE MUSEUM

Life on Planet Earth

Play Episode Listen Later Jul 9, 2022 59:36


Have you ever visited a museum and found the narrations in the self-guided-tour headsets a bit tedious? Slightly too clinical, perhaps? And have you ever noticed that God is rarely mentioned in art museums these days, unless in a cold, archaeological, “scientific” way? All of that is about to change. In Pilgrimage to the Museum, author-curator Stephen Auth takes you on a provocative and colorful journey through the history of Western art, interpreted through a lens of profound Christian faith — appropriately so since, in Auth's view, much of Western art expresses humanity's search for God, the Divine Artist-Creator. In this beautifully illustrated voyage, drawn largely from works on display at New York's popular Metropolitan Museum of Art, you will experience the ups and downs of humanity's determined quest. Leaving all the art-history jargon at the front door, Auth will transport you in his spiritual time machine from Egypt's Old Kingdom, through Greece and Rome, to medieval Europe; from the age of the Renaissance, through the Ages of Exploration and Enlightenment; and from the rise of atheism in the late 1800s to the seeds of a spiritual rebirth in the modern era. Along the way, you will experience anew the masterpieces of many artists, from Polykleitos to Raphael, Duccio to Rembrandt, Monet to Picasso. Through the works of these great artists, you will encounter the profound truths that lead many to God and cause many others to wonder. You will discover how various themes and motifs of man's struggle to find God occur, morph, fade, and then reoccur centuries later. As you laugh, cry, and pray your way through this illuminating voyage, you will emerge refreshed and renewed in your own journey to God— and you will never look at a work of art the same way again. Source: SOPHIA INSTITUTE PRESS Website: www.sophiainstitute.com/products/item/pilgrimage-to-the-museum --- Support this podcast: https://anchor.fm/john-aidan-byrne0/support

Crypto Current
Brooker Belcourt on Rewarding the Next Top Money Managers on Covey

Crypto Current

Play Episode Listen Later Jul 8, 2022 28:38


Covey was founded by Brooker Belcourt, an established investor who spent the last 7 years managing investments for Citadel, a Tiger Management Seeded Fund, and Coatue. Brooker built Covey as a personal tool to simulate and track his own portfolio strategies, but soon realized Covey could be a ubiquitous tool for the future of finance. Links: https://covey.io/ https://twitter.com/covey_io https://www.linkedin.com/company/covey-io https://medium.com/covey *Disclaimer. Richard Carthon is the Founder of Crypto Current. All opinions expressed by members of the Crypto Current Team, Richard or his guest on this podcast are solely their opinions and do not reflect the opinions of Crypto Current. You should not treat any opinion expressed by Richard as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his opinion. This podcast is for informational purposes only. ~ Put your Bitcoin and Ethereum to work. Earn up to 12% interest back with Tantra Labs ~ New to crypto? Check out our Crypto for Beginners Step-by-Step Guide to Crypto Investing ~ Follow us on Youtube, Twitter, Instagram, Facebook, LinkedIn, & Tik Tok ~ Want to make ~$25+ a month for FREE? Sign up to get a FREE emrit.io Coolspot today! ~ Want to learn more about cryptocurrency? Check out our educational videos today! ~ Swan is the easiest and most affordable way to accumulate Bitcoin with automatic recurring purchases. Start your plan today and get $10 of free Bitcoin dropped into your account. ~ Want access to cool crypto/blockchain projects that you can use immediately? Check out our partnerships page! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry's top experts! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence. ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :)

BizNews Radio
SA's top money manager Piet Viljoen explains why JSE will keep outperforming Wall Street

BizNews Radio

Play Episode Listen Later Jun 28, 2022 18:52


The man whose money management prowess has put him at the top of SA's three- and five- year performance tables, reckons JSE-listed shares will continue to outperform those on Wall Street for some time to come. In this interview with Alec Hogg of BizNews.com, he explains the reasons why in some detail. Viljoen also offers thoughts on the big Naspers deal ('could have done better') and today's new SA additions to the BizNews model portfolio ABSA ('likes') and Transaction Capital ('warming to it again'). Learn more about your ad choices. Visit megaphone.fm/adchoices

Money And Time Machine Podcast
How To Avoid Financial Rat Traps

Money And Time Machine Podcast

Play Episode Listen Later Jun 26, 2022 12:46


No one is immune from financial fraud. There are some considerations that may lessen the probability of being a victim of fraud. To be aware and vigilant for the signs and cues comes with experience. If don't have much experience then there's plenty of people from whom you can learn the valuable lessons of spotting financial fraud.

Wealthion
Stocks Set To Drop Further Due To Margin Contraction, Warns Money Manager Peter Boockvar

Wealthion

Play Episode Listen Later Jun 21, 2022 36:36


Stocks have fallen for a number of reasons this year. But there's another shoe that's about to drop that should send equity prices even lower: margin compression. Despite companies' profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust earnings growth for 2023. See the YouTube Video for the charts and graphics: https://youtu.be/0N8g1caffSQM

WEALTHTRACK
Indexing: Why Can't Money Managers Beat The Market? Charles Ellis Explains

WEALTHTRACK

Play Episode Listen Later Jun 10, 2022 24:10


In a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing. WEALTHTRACK Episode 1850 published on June 9, 2020 More info: https://wealthtrack.com/legendary-investment-consultant-charles-ellis-makes-a-compelling-case-for-indexing/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Slacker & Steve
Muscular money managers

Slacker & Steve

Play Episode Listen Later Jun 6, 2022 7:58


More than a third of Americans earning at least $250,000 annually say they are living paycheck to paycheck, which leads to a discussion on taking advice from money managers that are too muscular.

What Goes Up
What This Money Manager Learned Traveling in Covid-Zero China

What Goes Up

Play Episode Listen Later Jun 3, 2022 32:41


Wenting Shen, an analyst and portfolio manager at Harding Loevener, is traveling through China while navigating the country's strict Covid-zero policies, visiting executives at the companies she covers to see how they're faring. She joins the latest episode of “What Goes Up” to discuss what she's learned on her trip, and how Covid-19 and the trade war begun by Donald Trump have altered China's economy. See omnystudio.com/listener for privacy information.

WEALTHTRACK
Money Managers: Choosing The Competitive Edge

WEALTHTRACK

Play Episode Listen Later May 20, 2022 26:02


2022 has been a rough year for investors as financial markets have declined across the board. No matter what the market performance, investors continue to favor passive index funds over actively managed ones. Investors continue to favor ETFs, and exchange-traded funds over mutual funds. The vast majority of funds in ETFs are in passive strategies, but there's an interesting divergence occurring. One of the fastest-growing segments in the ETF universe is actively managed ETFs. This week's guest is involved in both actively managed mutual funds and ETFs and one of his main responsibilities is identifying best-in-class managers for both. He is Kristof Gleich, President and Chief Investment Officer of Harbor Capital Advisors. Prior to joining the firm in 2018, he was Global Head of Manager Selection at JP Morgan Chase. Harbor Capital is well known within the investment management industry but not in the general public. Begun as the pension advisory arm of old-line packaging manufacturer, Owens-Illinois, Harbor Capital became independent over 30 years ago. It is known for choosing top-quality independent money managers to run specific mutual funds under the Harbor Capital name. It currently oversees $55 billion of targeted strategies. It also recently launched a suite of actively managed ETFs, some with unusual strategies which we will discuss. I began the interview by asking Gleich to take us through the process of choosing money managers to partner with, who have what he calls an “alpha edge”. WEALTHTRACK #1847 broadcast on May 20, 2022 More info: --- Support this podcast: https://anchor.fm/wealthtrack/support

Business Casual
How a Celebrity Money Manager Can Help You Avoid Overspending

Business Casual

Play Episode Listen Later May 5, 2022 41:39


Nora and Scott chat with Hollywood business manager Kristin Lee, founder of the accounting firm KLBM, who manages the finances for high-level celebrities with personal net worths in the millions. She details how she built her career, manages relationships with her clients and navigates thorny conversation around overspending.  Hosts: Nora Ali & Scott Rogowsky Producer: Bella Hutchins  Production, Mixing & Sound Design: Daniel Markus Music: Daniel Markus & Breakmaster Cylinder Senior Producer: Katherine Milsop VP, Head of Multimedia: Sarah Singer  Full transcripts for all Business Casual episodes available at https://businesscasual.fm

Americana Partners
Stay Invested -April 2022 Market Commentary

Americana Partners

Play Episode Listen Later May 3, 2022 45:21


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Dementia Discussions
Daily Money Managers as part of the caregiving team

Dementia Discussions

Play Episode Listen Later May 3, 2022 36:37


Today Barbara is joined by her friend and colleague Natalie Stanger. Twenty years ago, Natalie started a company to “help seniors do the things they could no longer do or didn't want to do,” and it's kept her busy ever since. Natalie talks about how she got into the world of geriatrics and found her niche as a Daily Money Manager (a “DMM”). They discuss all the things she does for her clients, from bill paying and mail management to simply keeping them company: “There's no formula, it's whatever people need.” One of her jobs is to help seniors with technology, particularly because seniors are so susceptible to fraud: “Technology is running so fast, people are overwhelmed and afraid of identity theft and fraud.” Natalie says she wants her clients to remain as independent as possible because that adds to their quality of life, but they need to be watched. “They don't always make good decisions, and there are lots of people who want to take advantage of that.”If listeners are interested in learning more about Daily Money Managers, Natalie suggests the website for the American Association of Daily Money Managers. On the site, you can enter a zip code to find a DMM near you.Want to share your story? Barbara would love to have you as her guest on Dementia Discussions. Please get in touch! (310-362-8232 / Barbara@seniorcarenavigatorla.com)

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin: How to Be a Good Money Manager in Retirement

Rutherford Issues Podcast

Play Episode Listen Later May 3, 2022 12:19


OMG I'm Launching
Ep.123 - Thinking Like A Money Manager with Deborah Fryer

OMG I'm Launching

Play Episode Listen Later May 2, 2022 24:53


“When I think of growth it's not this visual of climbing a mountain. It's more like you expand and then you contract.”Dr Deborah Fryer helps coaches, consultants and creatives break through subconscious mental, emotional and financial blocks so they can create 6- and 7-figure businesses with ease, speed and confidence. She helps her clients evolve their mindset so they can unlock the next level of performance in your business and life.In today's episode, Deborah is on the show to talk about believing in yourself and how shifting your mindset can give you the results that you want. Curious? Listen to this episode.We discuss:Growth not being linearBe, Do, FEEL, HaveMoney hurdles and getting over themCreating your realityDeborah's journeyWant to connect with Courtney?Instagram: https://www.instagram.com/deborahfryer/ Mandy's website: https://deborahfryer.com/ Facebook: https://www.facebook.com/deborahfryer Support the show (http://paypal.me/kenwestgaard)

Alzheimer's Speaks Radio - Lori La Bey
Liberty Paperwork Solutions On How Daily Money Management Can Help You

Alzheimer's Speaks Radio - Lori La Bey

Play Episode Listen Later Apr 21, 2022 59:00


Our Host, Lori La Bey will be talking with Emily Lutz.  Emily is the founder and president of Liberty Paperwork Solutions.  Her company provides daily money management for individuals that can benefit from assistance with their bill paying and paperwork management. Contact Liberty Paperwork Solutions Website          Email          Phone      973-500-4500          LinkedIn       Contact Lori La Bey or visit www.AlzheimersSpeaks.com Alzheimer's Speaks Radio - Shifting dementia care from crisis to comfort around the world one episode at a time by raising all voices and delivering sounds news, not just sound bites since 2011.

The Vijay Kailash Show
EP8: Investing in the Volatile 2020s with Award Winning Money Manager, Jonathan Baird, CFA

The Vijay Kailash Show

Play Episode Listen Later Apr 14, 2022 34:33


On this week's episode we're excited to have Jonathan Baird, CFA as a guest.Jonathan has managed several #1 ranked funds during his career and received a Lipper Award in 2020 for managing the #1 ranked global equity fund in Canada. For the past 5 years, Jonathan has published the Global Investment Letter, a monthly publication with subscribers around the world. Each month Jonathan shares his thoughts on the major global equity, bond, currency, and commodity markets. Jonathan's skill at navigating the global markets becomes apparent by reading the free sample issues of the Global Investment Letter available on his website. Among the samples is the March 5, 2020 issue in which he wrote of the dangers posed by COVID and that he was all selling his equity positions to move into US Treasuries ahead of the March 2020 market crash. With a war in Europe, falling equity markets, inflationary pressures, and the lingering presence of COVID there is much to talk about with Jonathan.Recommended/Favorite Books: 1. The Intelligent Investor - Benjamin Graham2. Market Wizards: Interviews with Top Traders - Jack D. Schwager Visit Global Investment Letter Here: https://www.globalinvestmentletter.com/Connect with Jonathan on LinkedIn: Jonathan Baird, CFA | LinkedIn---Connect with Vijay on Instagram: @RealVijayKailashConnect with Vijay on LinkedIn: Vijay Kailash, CFA | LinkedInConnect with Vijay on his website: https://vijaykailash.com/

Retirement Revealed
4 Signs You Need a Daily Money Manager

Retirement Revealed

Play Episode Listen Later Apr 13, 2022 23:37


Sometimes, you reach a point in life when you can no longer oversee your personal finances. Regular bill payments, updating check books, monitoring different accounts, or looking out for fraudulent activities — it can be a little too much to handle on your own! Tune in to learn how you can keep the personal finances in order for yourself or a loved one with the help of Daily Money Managers.

Payback Time
Jonathan Baird - 30+ years as a money manager earning 20% - 25%

Payback Time

Play Episode Listen Later Apr 13, 2022 32:08


Pullbacks, recessions, and depressions all happen in the stock market. They also all recover. The challenge in these circumstances is not the market behavior, it's your behavior. My next guest was a professional money manager for over 30 years. He has since started a blog and newsletter where he helps investors navigate the market. In this episode, he talks about his experience over the past three decades, how his strategy has evolved, and advice on how to manage emotions. Please welcome Jonathan Baird.

Mile High FI Podcast
Diane Hirschhorn: Money Manager To The Rich And Famous | MHFi 060

Mile High FI Podcast

Play Episode Listen Later Mar 22, 2022 45:07


Doug and Carl interview Diane Hirschorn, money manager to the rich and famous. Financial goals of the rich The sad story about the lady who died with infinite wealth, but no friends How you can live on Pebble Beach in a massive estate with a 4,000 square foot personal gym on your property, and still be jealous of your neighbors Diane meets Jack Bogle Links Home | My Site 1 Diane Hirschhorn Bogleheads Investing Advice and Info ____ Join the Mile High FI Club – It's our email list! ____ **Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won't even make such a claim. You shouldn't take the info as financial, legal, or tax advice. We aren't certified financial planners or advisors. We're not qualified for much. So get advice from professionals.**

The Real Enneagram
Episode 108: Enneagram and Money (Part 1)

The Real Enneagram

Play Episode Listen Later Mar 1, 2022 28:22


Dr. Joseph Howell and Erika Jobes speak with Doug Lynman, author of the book, From Monk to Money Manager, and a keynote speaker for the upcoming training in May at The Institute for Conscious Being. Doug talks about his journey and what led him to write his book that brings a unique look at wealth from a spiritual perspective. Doug, Dr Howell and Erika also share their relationship with money through their Enneagram type.Visit Doug Lynman's website: douglynam.comWatch Doug's TEDx talk: https://www.youtube.com/watch?v=fyaFb6KMZnYWatch Doug's conversation with Fr. Richard Rohr, Pete Holmes, and Mirabai Starr: youtube.com/watch?v=jQclkfjvYTcConnect with us:Email us: therealenneagram@gmail.comFollow us on Instagram: @therealenneagramVisit The Institute for Conscious Being: theicb.org

#AskPhillip
How top money managers ”see” into the future

#AskPhillip

Play Episode Listen Later Feb 25, 2022 15:17


Today's topics: Why most of the top money managers spend so much time understanding credit and debt markets and how they work? What function does money serve society? Powered by Stone Hill Wealth Management

powered money managers stone hill wealth management
Talk Money, Presented by Shoemaker Financial
COVID's Effects on the Family, Fundamentals of Investing, and more Tips on Managing your Money Managers

Talk Money, Presented by Shoemaker Financial

Play Episode Listen Later Feb 21, 2022 45:39


Talk Money live with Jim Shoemaker Jim Shoemaker discusses COVID's effects on the family, some fundamentals of investing, and more tips on managing your money managers with special guests Jamie Fish, Scott Jordan, and Drew Johnson!

Everyone Has A Story - with Roger Sargent
Randa Hoffman, Founder of Radiant Wealth Planning, Spiritual Financial Planner & Money Manager

Everyone Has A Story - with Roger Sargent

Play Episode Listen Later Jan 29, 2022 35:07


Randa Hoffman discusses her unique approach to financial planning.Visit her website at https://radiantwealthplanning.com

The Managed Futures Podcast
Becoming a Professional Money Manager — With Steve Meyers

The Managed Futures Podcast

Play Episode Listen Later Dec 16, 2021 32:32


In this episode, Nell Sloane speaks with Steve Meyers, the president and chief executive officer of Meyers Capital Management. Steve shares his life experience from trading with his dad's livestock family business to trading with stocks in the market. You will learn how you can start finding investments that are right for you and how … Continue reading Becoming a Professional Money Manager — With Steve Meyers →

The Book Legion
I Will Teach You to be Rich by Ramit Sethi

The Book Legion

Play Episode Listen Later Dec 5, 2021 14:45


Buy as many lattes as you want. Choose the right accounts and investments so your money grows for you—automatically. Best of all, spend guilt-free on the things you love,.Personal finance expert Ramit Sethi has been called a “wealth wizard” by Forbes and the “new guru on the block” by Fortune. Now he's updated and expanded his modern money classic for a new age, delivering a simple, powerful, no-BS 6-week program that just works.Buy the Book here: https://amzn.to/31nZSnV+++++Subscribe to the Podcast!▶︎ PODCAST: https://bit.ly/3qpki6Y Follow us on Social Media:▶︎ WEBSITE | https://thebooklegion.com▶︎ YOUTUBE  |  http://bit.ly/2MZJ3Io▶︎ INSTAGRAM  |  https://instagram.com/thebooklegion▶︎ FACEBOOK  |  https://facebook.com/thebooklegionCheck out Tyzer Evans' other Podcast, Grind Sell Elevate here: https://bit.ly/3bU6D3l

The Patrick Eley Podcast
Tricks Money Managers Use to Rip You Off & How to Beat the Stock Market

The Patrick Eley Podcast

Play Episode Listen Later Oct 15, 2021 41:54


In this episode, I talk about tricks wealth management advisors use to make it seem like they are beating the stock market when in fact they are just stealing from their customers. I also talk about how to design a portfolio that can beat the stock market and how to evaluate whether or not you want to assume the risk involved in attempting to do so. Patrick Eley on Instagram - @pbseein Subscribe to Podcast: Apple Podcasts - https://podcasts.apple.com/us/podcast/the-patrick-eley-podcast/id1541565476?uo=4 Spotify - https://open.spotify.com/show/2euvbXXGU1U481sxxPDaTg Google Podcasts - https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy8zZjE4ZTQzYy9wb2RjYXN0L3Jzcw== Orgain.com - 30% Off of your first order with code: PATRICK30 Patreon - https://www.patreon.com/patrickeley NFTs: https://opensea.io/collection/the-patrick-eley-podcast https://opensea.io/collection/dulli-the-rescue-dog Disclaimer: This podcast is for entertainment purposes only. It is not financial or medical advice.

ABCs of Disability Planning
41: What do Daily Money Managers do - Vera Kurlantzick

ABCs of Disability Planning

Play Episode Listen Later Aug 30, 2021 32:17


Mindful Money Management Vera Kurlantzick, MS, CDMM® Email: vera@marylandmoneymanagement.com Phone: (301) 367-2859 Website: https://mindfulforyou.com/ When I first learned about Daily Money Managers I thought only rich people worked with them. This isn't true. I invited Vera Kurlantzick to explain what Daily Money Managers do. I believe they can help families w/ disabilities. Daily Money Managers do much more than help people pay bills. Vera's examples include sorting mail and managing transitions. It can be when you get divorced or moves out on your own. Not all Financial Advisors help their clients budget. And not everyone can afford to work with a Financial Advisor. Working with a Daily Money Manager to get your bill pay set up can be the first step to living independently. If there are concerns about continued payments or false charges, the Daily Money Manager can check in monthly. They can work with Guardians and/or Trustees. In the video, we talk about a sibling being a Trustee and the Daily Money Manager helping the person with the disability manage their daily expenses. The Daily Money Manager would do this by helping them use their ABLE account. Another example is hiring a Daily Money Manager to help you gather all the documents you need to file for SSI or SSDI. This can be a complicated, and frustrating, process. The Daily Money Manager can help you sort and organize your paperwork before you submit it. They can make sure you have copies of everything. Some may be able to help you complete the application. I've come to think of Daily Money Managers as specialized personal assistants. We can all use help in our day-to-day lives. Daily Money Managers are NOT Financial Advisors. They have a very different role. They can help you create and stick to a spending plan. Daily Money Managers are also NOT attorneys. They can help you organize your paperwork. They will not give you legal advice. Thinking about hiring a Daily Money Manager? Do your homework. Do you know someone who has used one? Ask them what it was like. You need to be able to trust this person. Ask how they work. Do they do things FOR you or WITH you? This is an important distinction. There is a certification available from the American Association of Daily Money Managers (AADMM). Even if not certified, you'll want a Daily Money Manager who is a member. Membership requires a background check, so you'll know at least they've been vetted. The AADMM website also has a tool to search for Daily Money Managers in your area. You can find it here: https://secure.aadmm.com/find-a-dmm/ As an Amazon Associate, I earn commissions from qualifying purchases. For more information about True North Disability Planning you can find us here: Web: https://truenorthdisabilityplanning.com/ Blog - https://ejorgensenwordpresscom.wordpress.com Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning Waypoints - https://waypoints.substack.com/ Facebook: @TrueNorthDisabilityPlanning Twitter: @NeedsNavigator Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/abcs-disability-planning/message

Money Flow
Money Manager

Money Flow

Play Episode Listen Later Jul 12, 2021 15:47


You need to become a Money Manager. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Boomers Today
Daily Money Manager Services for Seniors

Boomers Today

Play Episode Listen Later Mar 5, 2021 33:19


Terri is the Founder and Owner of Terri K. Echarte Consulting and has over 30 years of experience in business, real estate finance, banking and client relations. Giving back to the community is an important initiative for Terri. She is a co-founder of 100+ Women Who Care – Miami Chapter. These giving circles raise money to bestow grants to local non-profits providing much needed programs and services throughout Miami Dade County. Terri is a proud member of AADMM (the American Association of Daily Money) and is insured as a Daily Money Manager through Lloyds of London. Sponsor: www.SeniorCareAuthority.com

Untaught Essentials
2. Is Money Ruining Your Life? with Doug Lynam

Untaught Essentials

Play Episode Listen Later Oct 12, 2020 69:51


This interview with Doug Lynam. A partner at LongView Asset Management, LLC, in Santa Fe, NM, Doug is an industry thought leader in ethical and sustainable investing. Doug is a former monk turned money manager and has a compelling perspective on how we relate to money. He explores the various ways money controls and distorts our lives as well as understanding what is a healthy relationship to money. For leaders, this conversation is especially powerful because so many decisions revolve around the use of money. I found this a compelling conversation and think you will too. If you would like to hear more about Doug after the podcast, you can check out his book, “From Monk to Money Manager” on his website: https://www.douglynam.com/

The Weekly Wealth Podcast
Who does a Daily Money Manager Serve? With Amy Carrick

The Weekly Wealth Podcast

Play Episode Listen Later Sep 10, 2020 34:52


WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help.  In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients. If you are interested in speaking with Amy, she can be reached at amy@carrickconsulting.com or via telephone 864 915-5505.  Make sure to check out her website at www.carrickconsulting.com If you have ever wondered what it looks like, to work with a financial advisor, email david@parallelfinancial.com or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation. Don't forget to check out www.weeklywealthpodcast.com

The Happy Hustle Podcast
Mastering Your Money In Times of Crisis Using Proven Financial Principles with Dave Ramsey Preferred Financial Coach and Holistic Money Manager Bradley Jarryd

The Happy Hustle Podcast

Play Episode Listen Later Jun 16, 2020 57:42


In this episode of The Happy Hustle Podcast, Brad and Cary discuss how to manage your money effectively in times of crisis and Happy Hustle your finances! Bradley Jarryd helps transform people's mindset and behaviors around money to ensure they are on the best path to achieving their financial and lifestyle goals. Unlike a financial adviser who is paid from selling investments and insurance, Brad takes a deep dive into your current situation to help you create a wealth mindset to eliminate debt, make smarter purchasing decisions, reduce wasteful spending, forge new powerful money habits, and find opportunities to increase your income. For the past 15+ years, he has been helping people close to him replace frivolous spending with long term investing in alignment with their dreams as well as eliminate debt and make wiser purchasing decisions. Besides obtaining coaching certification through Dave Ramsey, some of the other top wealth-generating experts he studies and implement teachings from include Tony Robbins, (The world's #1 transformational coach), Warren Buffet (#1 Investor in the World), David Bach (author of The Automatic Millionaire), Chris Hogan (A Dave Ramsey disciple and author of Everyday Millionaires), Ramit Sethi (Indian millennial entrepreneur and financial blogger), Kyle Cease (transformational speaker and author), and the list continues. To work with Brad and get a FREE consultation go to: https://www.bradleyjarryd.com/coaching For more on check out www.caryjack.com/podcastin Love and light fam!

The Girl Unfiltered Podcast
Become an EXCELLENT money manager (starting today!) - with Brittney Castro from Financially Wise inc

The Girl Unfiltered Podcast

Play Episode Listen Later May 12, 2020 40:06


Does the idea of managing your money put your head in a spin? Or, do you have money coming in but worry you're not planning well enough for the future? One of the biggest money mindset blocks that I see holding back women is that they believe they are terrible money managers. And this just doesn't have to be the case! That's why I invited financial expert, Brittney Castro, on to the podcast. We chat all about: Tips for everyday financial planning Creating financial security What to do with your money during Coronavirus How to financially plan for the future Where to start investing today And lots lots more! Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., whose mission is to teach individuals and couples the art of managing their money the fun and simple way.  Brittney has become a well-known financial expert and a go-to resource for national media outlets. She's been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Financial Planning and many more. ​She is also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.   Links / Resources ACORNS link: https://www.acorns.com/invite/CEMZ8M Brittney Castro's website: https://www.financiallywisewomen.com/ Brittney's Instagram: @brittneycastro   My website: www.girlunfiltered.com My instagram: @girl_unfiltered My FREE money magnet meditation: bit.ly/money-magnet-meditaton⁣