Podcasts about money matters

Heute eine kurze Episode in eigener Sache, angereichert mit drei Finanzupdates.Du hörst in dieser Episode:Wie und was für Änderungen für Money Matters 2026 anstehenWas sich bei der Altersvorsorge 2026 ändertWie du einen Rück- und Ausblick auf deine Finanzen machen kannstErwähnte Episode123 – Was du schon immer über die 3. Säule wissen wolltestWerbungMehr über die Entstehung von unserem Buch "Mein Geld im Griff" und wie ich vom Buchhandel zu den Finanzen kam, hörst du im Podcast "Über den Bücherrand" von Orell Füssli:https://player.captivate.fm/episode/47a47d1c-878f-40dc-8a26-c775b5b10af9

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key tax-savvy income strategies, help a caller decide whether to cash out a $350K whole life insurance policy, and clarify the confusing tax rules on after-tax IRA contributions. You'll also hear how one investor turned a concentrated stock position into $90K in annual income—without selling a single share. This smart use of covered calls shows how modern income strategies are evolving beyond traditional methods. And yes, they weigh in on the latest hype around gold investing—and why it's often a distraction from sound long-term planning. If you're thinking about insurance, taxes, or smarter ways to turn assets into income, this episode is packed with insight. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Singapore shares dipped today with investors now back from the Christmas Day holiday. The Straits Times Index was down 0.06% at 4,633.73 points at 2.42pm Singapore time, with a value turnover of S$426.90M seen in the broader market. In terms of counters to watch, we have Sembcorp Industries, after Sembcorp Green Infra, an Indian unit of Sembcorp Industries, today completed the acquisition of a 100 per cent stake in solar power company ReNew Sun Bright for about S$246 million. Elsewhere, from how Singapore’s factory output jumped 14.3 per cent year on year in November, to how Japan’s industry ministry is set to nearly quadruple its budgeted support for cutting-edge semiconductors and artificial intelligence (AI) development to about 1.2 trillion yen (S$9.9 billion) for the fiscal year starting in April, more economic and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

Singapore shares dipped in a shortened trading session today as investors looked ahead to the Christmas Day holiday. The Straits Times Index was down 0.16% at 4,631.39 points at 10.59am Singapore time, with a value turnover of S$279.02M seen in the broader market. In terms of counters to watch, we have Manulife US Real Estate Investment Trust. That’s after the Reit’s manager posted an update today that the master restructuring agreement concessions, which include an extension of its asset disposal deadline and temporary relaxation of its financial covenants from Dec 31, 2025, to Jun 30 next year, have been granted. Elsewhere, from how the US economy expanded at a much faster-than-expected clip in the third quarter, to the elusive Santa Claus rally setting in, more economic and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeffrey Yap, Regional Head of Wealth Management, Hong Leong Bank.See omnystudio.com/listener for privacy information.

Singapore shares rose today to track gains seen in regional markets. The Straits Times Index was up 0.39% at 4,628.44 points at 12.44pm Singapore time, with a value turnover of S$606.52M seen in the broader market. In terms of counters to watch, we have CapitaLand Investment, after the firm said Bursa-listed CapitaLand Malaysia Trust (CLMT) has agreed to buy five high-specification industrial facilities in the Johor-Singapore Special Economic Zone for RM220.8 million (S$69.2 million). Meanwhile, from how Singapore’s consumer prices held steady in November, to how Indonesia is set to sign a trade tariff agreement with the US in January, with US tariffs on Indonesian goods set at 19 per cent, more economic and international headlines remained in focus. Also on deck – how Nvidia reportedly told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Too Jun Cheong, Dealing Manager from Moomoo Singapore. See omnystudio.com/listener for privacy information.

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments shaping global financial markets and the geopolitical landscape as we head toward year-end. After another strong year for risk assets, we discuss the signs of end-of-year market rotation and what it may be signaling as investors begin positioning for 2026. We also take a step back to explain our financial planning process and why having a clear, disciplined plan is essential not just as you approach retirement, but throughout every stage of it.

It’s back to the financial services industry as we speak to a financial advisory firm that’s wholly owned by Singlife. Founded in 2016, Singlife Financial Advisers seeks to empower individuals to achieve financial freedom with its team of digitally enabled advisers, through innovative solutions that support its clients at every stage of their life. The firm primarily looks at four areas: (1) Protection through insurance, (2) Savings and retirement, (3) Investment, and finally (4) Legacy planning, and is now seeing increased demand for services across the board in Singapore given a growing number of high-net worth individuals and an ageing population in the country. According to numbers by data analytics provider GlobalData out in early 2025, Singapore’s general insurance industry is expected to grow at a Compound Annual Growth Rate (or CAGR) of 6.2% to hit S$8.1 billion in gross written premiums by 2029. That’s supported by regulatory developments, economic expansion as well as a rise in market demand. So what will the numbers mean for the firm’s growth roadmap in the medium to longer term? And as demand for insurance coverage increases, the Financial Industry Disputes Resolution Centre (or Fidrec) in Singapore is also seeing consumer complaints against investment-linked insurance policies or (ILPs) increase. So what does this mean for the firm, and how will the firm ensure transparency in the selling of its products amid consumer concerns across the industry? At the same time, more support is also provided for the industry, with Singlife Financial Adviser’s parent Singlife setting up a shared service hub in Singapore earlier this year to help financial advisory firms with services like electronic financial need analysis, client onboarding and more. So how is Singlife Financial Advisers tapping the shared resource then? On Under the Radar, Money Matters’ finance presenter Chua Tian Tian posed these questions to Justin Ho, CEO, Singlife Financial Advisers.See omnystudio.com/listener for privacy information.

Singapore shares rose today in line with movements seen across regional markets. The Straits Times Index was up 0.65% at 4,599.43 points at 3.14pm Singapore time, with a value turnover of S$785.39M seen in the broader market. In terms of counters to watch, we have CNMC Goldmine, after a Malaysian unit of CNMC was hit with an additional income tax and penalty by the Inland Revenue Board of Malaysia, amounting to RM29.6 million (S$9.4 million), for the assessment years 2019 to 2024. Elsewhere, from how China’s central bank unveiled a one-off credit repair scheme to allow overdue personal debts of up to 10,000 yuan (S$1,835) incurred since 2020 to be removed from credit records once fully repaid, to how Uber Technologies is teaming up with Baidu to trial driverless taxis in the UK – more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the key developments to watch for the day.See omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 19 December 2025. The topic for this week is a great show to end the series before the Christmas break. The topic: 2025 in review. It’s time to take stock of what’s been happening this year, including legislative changes […]

What would you do with over $6 million? In this episode of Allworth's Money Matters, Scott and Pat take a call from a couple in their early 60s with a net worth exceeding $6 million. The big question: should they use funds from their Roth IRA or brokerage account to cover a major expense? The conversation explores smart strategies for managing cash flow, deciding which accounts to draw from (Roth IRA vs. taxable), and why proactive tax planning is critical. Plus, the guys break down the concept of defined contribution plans and when they make sense—especially for high earners weighing long-term tax benefits against immediate priorities like home purchases or lifestyle flexibility. Finally, Allworth advisor Mark Shone joins to share expert portfolio strategies for navigating market volatility, from tax-loss harvesting to charitable giving with appreciated stock. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Stephen Grootes spoke to Ian Mann about the top books for 2025, Chef Peter Tempelhoff about his award-winning culinary journey and FYN dining experiences, Graeme Codrington about upcoming global sporting events and the first Enhanced Games in 2026, and Lee Naik about his career, digital transformation across Africa, and inclusive leadership. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes spoke to Ian Mann about the top books for 2025, Chef Peter Tempelhoff about his award-winning culinary journey and FYN dining experiences, Graeme Codrington about upcoming global sporting events and the first Enhanced Games in 2026, and Lee Naik about his career, digital transformation across Africa, and inclusive leadership. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In de laatste aflevering van Money Matters seizoen 9 hebben Ruben Koekoek en Henk Hofstede het over hoe we systeemverandering écht teweeg kunnen brengen.

Singapore shares inched higher today to track gains seen across Asia. The Straits Times Index was up 0.15% at 4,577.44 points at 3.11pm Singapore time, with a value turnover of S$749.75M seen in the broader market. In terms of counters to watch for today, we have Stoneweg Europe Stapled Trust. That’s after the managers of Stoneweg Europe Stapled Trust said it has entered into an agreement to divest a non-core office property in Italy for a consideration of 34 million euros (S$51.4 million). Elsewhere, from how the Bank of Japan hiked interest rates to a 30-year high of 0.75 per cent, to how US President Donald Trump’s administration has reportedly launched a review that could result in the first shipments to China of Nvidia’s second-most powerful AI chips, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.

What if financial advisors didn't just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they're quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder's perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the most value. In this conversation, we discuss: What defines an AI agent (and what doesn't) Why AI workers are best thought of as digital co-workers Where agents outperform traditional software and manual workflows Why structured prompting is a best practice for reliability and oversight How verification loops reduce AI errors and improve confidence The role of data infrastructure in deploying AI responsibly What the RIA of the future looks like with humans and AI working together If you're a financial advisor or RIA leader trying to make sense of AI without the hype, this episode offers a grounded, practical look at how firms are actually using it today—and where it's heading next.

It’s now time for a Special, year-end edition of Market View, where we not only take you though how the Singapore stock market closed for the day, but also step back to examine three key themes that have shaped markets over the year, and will continue to matter as we head into 2026. The three themes are: First, whether the global AI boom can move beyond hype and experimentation into a phase of real productivity gains and earnings delivery. Second, uncertainty over the US Federal Reserve’s interest rate trajectory and whether we’re truly approaching a more balanced phase of growth, inflation and policy. And finally, China’s economic transition and whether domestic consumption can meaningfully offset weaker property investment and export headwinds amid ongoing global trade tensions. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital and Olivia Ding, Investment Analyst, Reed Capital Partners. See omnystudio.com/listener for privacy information.

We share a simple plan to enjoy the holidays without debt or stress, from setting a real budget to spotting fake sales and making meaningful gifts. Practical steps help you find last‑minute cash, use credit wisely, and start saving for next year now.• setting a holiday budget at 10% of take‑home pay• using last‑minute tactics like no‑spend weeks and canceling subscriptions• automating short bursts of savings and round‑ups• comparing prices and separating real deals from hype• leveraging gift card bonuses for instant value• using credit cards only with a clear payoff plan• choosing homemade and low‑cost meaningful gifts• opening a Christmas Club or dedicated savings for next yearSubscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial futureHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

Why should you care that the Fed just lowered interest rates again? In this episode of Money Matters, Chad P. Wilson will unpack this question and even give you a good idea how to capitalize on where rates are today.  This episode was recorded on December 16, 2025 by Chad P. Wilson of Foundation Bank. 

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the shifting narrative around the AI revolution. After months of relentless optimism, investors are starting to question the neck-breaking pace of data center buildouts, rising debt levels, and whether many AI-focused companies are simply overvalued or just too early. These concerns have sparked a market pullback and a notable rotation of capital across sectors. We walk through the full story behind the selloff, explain why higher leverage in AI infrastructure is suddenly in focus, and identify exactly where investors moved their money this week. If you want to understand what's really driving today's volatility and how the AI trade is evolving beyond the hype this is an episode you won't want to miss. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, donor-advised funds, and bond funds. They break down when and how to use each of them—especially before year-end—to reduce taxes, improve portfolio efficiency, and boost long-term flexibility. You'll hear real stories from listeners making million-dollar decisions, like whether to hire a financial advisor, how to prepare your spouse to take over financial responsibilities, and how to structure your retirement income when you're asset-rich but cash-flow light. From strategic charitable giving to the surprising risks of individual bonds, this episode is packed with actionable insights. And if you think Roth conversions don't apply to you… think again. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder—internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people they serve. Kinder explains how a fiduciary society—rooted in truth, people, democracy, and the planet—could dissolve many of the challenges we face today while preserving the entrepreneurial energy, innovation, and competitiveness that have fueled economic growth. From redefining the role of leadership to examining how polarization and mistrust have fractured civic life, this episode offers an inspiring blueprint for a more ethical and human-centered future. You'll learn: Why fiduciary principles shouldn't stop at financial advice, but extend to government, media, business, and technology How FIAT could reshape democracy so leaders work for the people, not their own agendas The importance of mindfulness and deep listening in building trustworthy institutions Kinder's vision for a world where business leaders become true heroes and models for future generations How AI, truth, and governance intersect—and why ethical guardrails matter now more than ever What a civilization "of the people, by the people, and for the people" looks like when fiduciary values guide decision-making Whether you're a financial professional, a policymaker, a parent, or simply someone looking for a more trustworthy world, this conversation will challenge and inspire you to imagine what a fully fiduciary society could achieve.

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the latest developments shaping the financial markets as we approach year-end. It's been one of the most volatile years in recent memory, and that uncertainty is still driving major moves across stocks, rates, and the broader economy. We highlight what's behind the recent swings, what investors should be watching in the final weeks of the year, and how these shifts may impact portfolios heading into 2026. Stay informed, stay prepared, and stay ahead with our clear, timely insights into a fast-moving market landscape.

On this week's Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differences between IRAs and 401(k)s, asset protection considerations, and how annuities can fit into a broader financial planning strategy for long-term freedom. Next, they talk with a caller navigating what to do with a $1 million 401(k) after a career transition. Scott and Pat break down the pros and cons of rolling funds into an IRA versus keeping them in an employer plan, with an eye on long-term tax flexibility, investment control, and strategic financial planning. Finally, Allworth's Head of Wealth Strategies, Victoria Bogner, joins the show to share powerful financial planning insights — including strategies for handling stock options, Roth conversions, tax-loss harvesting, donor-advised funds, and how business owners can better position themselves for lasting financial flexibility. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Eliza Moore is joined by fellow high schoolers Charlotte and Ivy to explore how they make and save money and their budgeting methods.

We break down the most common holiday scams and show how small choices—slowing down, going direct, and verifying—protect your money and your identity. Russell Barger, VP of Information Security, shares simple rules that stop most attacks at home and at work.• seasonal lures through fake deals, social posts and tracking links• warning signs: urgency, odd senders, spoofed domains, impersonal tone• safer shopping by navigating directly to trusted sites• workplace risks from HR and payroll phishing during year end• how to verify without clicking and use second channels• what to do after a risky click and quick password resets• saving cards on big retailers versus small shops• gift card scams: tampering checks and “boss” requests• social engineering spikes and holistic message evaluation• two golden rules: don't click and were you expecting thisSubscribe to the Money Matters PodcastHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

Listen. I get it. Money can be one of the hardest things to talk about — especially for therapists, healers, and wellness professionals who pour their hearts

There are several economic headwinds present that we can't ignore. Chad P. Wilson discusses these and offers a silver lining in this week's episode of Money Matters.  This episode was recorded on December 02, 2025 by Chad P. Wilson of Foundation Bank. 

Ready to stay informed about today's highly searched retirement topics and financial planning questions? The latest Money Matters Podcast with Wes Moss and Christa DiBiase brings together real-world case studies, retirement strategies, and economic context to help listeners think clearly about long-term decisions. • Reconsider how to frame financial inheritance and lifelong money habits by emphasizing independence, planning skills, and non-monetary lessons. • Reflect on a story about balancing parental support with maintaining retirement priorities, including decisions around student loan assistance for adult children. • Review how Target Date Funds work—covering structure, glide paths, and withdrawal considerations—and assess how often individuals may revisit retirement plans based on lifestyle or market changes. • Track the ongoing conversation around backdoor Roth IRA strategies and compare the broader points often considered in the Roth vs. Traditional IRA evaluation, from FIRE approaches to traditional retirement timelines. • Observe how artificial intelligence is reshaping labor market trends and identify emerging fields—technology, agriculture, home services, estate planning—affected by demographic shifts and innovation. • Examine the considerations related to managing one-time payments such as settlements or back pay, including the potential impact of timing on taxable income. • Enjoy a light segment on popular apple varieties as an illustration of everyday value-focused consumer choices. • Clarify how to think about retirement readiness by evaluating predictable income sources alongside your total savings picture. This episode provides grounded, educational context without predictions or guarantees. Listen and subscribe to the Money Matters Podcast to stay informed and connected to today's most relevant conversations in personal finance and retirement planning.

In this uplifting, research-rich conversation, Dr. Dori Mintzer talks with gerontologist Dr. Kerry Burnight, author of JoySpan: The Art and Science of Thriving in Life's Second Half. Together they explore how to move beyond fear and decline-based views of aging and instead cultivate dignity, health, and joy throughout a longer life.Dr. Kerry explains “JoySpan” as enduring well-being and contentment, an inside-out joy that can coexist with grief, illness, and real-life challenges, distinct from both lifespan and healthspan. She introduces the JoySpan Matrix of four internal strengths: Grow, Connect, Adapt, and Give, sharing practical, everyday ways listeners can keep learning, build nourishing relationships, enhance coping skills, and create meaning and legacy in later life.Through stories from her decades of work in gerontology and powerful research findings on mindset and aging, Dr. Kerry shows how internalized ageism and a “decline aging mindset” can limit both length and quality of life, and what it looks like to replace fear with agency, curiosity, community, and conscious preparation for our future selves. Listeners come away with simple, doable practices, like gratitude, reaching out to others, and starting or joining circles and book groups, to expand their own JoySpan at any age.About the guestDr. Kerry Burnight (“Dr. Kerry”) is a gerontologist on a mission to “make older better.” She taught geriatric medicine and gerontology for 18 years at the University of California, Irvine School of Medicine, co‑founded the nation's first Elder Abuse Forensic Center, and founded TheGerontologist.com.Recognized as “America's gerontologist,” she has been an invited speaker at the White House Elder Justice Summit and the U.S. Department of Justice, and has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show. She is a sought‑after keynote speaker and shares research-based strategies for optimizing dignity, health, and joy in longevity through her book JoySpan, her podcast, blog, and active presence online.Connect with Kerry: LinkedInWebsiteJoySpanWhat to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

In this week's episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the sharp rebound in stocks during the holiday-shortened week. After a tough start to the month, major indices staged an impressive recovery, pulling back toward even as strong momentum returned to the markets. We examine the catalysts behind this surge from economic data to shifting investor sentiment and discuss the broader geopolitical developments affecting markets here at home and across the globe. With tensions, elections, and global trade dynamics shaping economic outlooks, we explore what investors should watch heading into the final stretch of the year. Join us for an engaging, thoughtful, and professional deep dive into the forces moving today's markets—and what they may mean for the road ahead. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Money has the power to be a great tool or hurdle for building the Kingdom, depending on what we allow to rule us. This week, Ps Dan concludes our ‘Money Matters' series, speaking to how placing Jesus as Lord over our finances will guide us to set up future generations and build the Kingdom.

In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth's Head of Private Wealth Strategies, about smart planning before selling a business—covering tax-saving strategies, timing, emotional readiness, and more. Then, a caller shares how he sold his startup for $1.2 million, while another longtime educator seeks guidance on managing a $317,000 lump sum. Whether you're prepping for a sale or figuring out your next big financial step, this episode is full of practical advice to help you sharpen your business exit strategy, minimize taxes, and take control of your financial future. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Stephen Grootes welcomes CEO of Cell C, Jorge Mendes, to reflect on Cell C making a strong debut on the Johannesburg Stock Exchange as shares rise 4% on first trading day. In other interviews, Stephen Grootes is joined by broadcaster, entrepreneur, and former Miss South Africa, Liesl Laurie-Mthombeni, who has also completed the Momentum Money Fingerprint assessment. Moreover, Paul Nixon, Momentum’s Head of Behavioural Finance, helps unpack the behavioural insights behind it all. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

It's an issue it can be hard to discuss, but the festive season and problem drinking go hand in hand. Helen meets the experts providing rehabilitation here in the UAE and asks, how do you navigate all those parties if you're struggling with an addiction? We also learn how teaching your kids about money NOW can help ensure a financially free future - and we delved into new research about the impact of ultra processed foods too.See omnystudio.com/listener for privacy information.

The Go Radio Football Show: 24th of November, 2025. Join host Paul Cooney alongside Celtic Hero Charlie Mulgrew and ex Rangers Interim Manager Barry Ferguson in Association with Burger King. This is a catch-up version of the live, daily Go Radio Football show.  Don't miss it – PLAY and HIT SUBSCRIBE, and NEVER miss an episode! This episode dives into another dramatic start to the week in Scottish football. Rangers fans woke up to stunning news: CEO Patrick Stewart and Sporting Director Kevin Thelwell have been sacked by Chairman Andrew Kavanagh. We unpack the reasons behind this bold move, the fallout from a £28.5 million summer spend, and what it means for the January transfer window. Meanwhile, Celtic's boardroom turbulence continues after an abandoned AGM, and whispers grow louder about Wilfried Nancy as the next man in charge. Plus, we debate Harvey Barnes' Scotland snub, Hearts' slip-up, and the race for the title heating up. Breaking News: Rangers axe CEO and Sporting Director after fan unrest and poor recruitment. Money Matters: £20 million net spend—where did it all go wrong? Danny Röhl Effect: Four wins in a row, but performances still under scrutiny. Celtic Chaos: AGM abandoned, fans demand answers, and Martin O'Neill steadies the ship. Manager Watch: Wilfried Nancy tipped for Celtic job—what does his philosophy bring? Scotland Squad Debate: Harvey Barnes—should Steve Clarke swallow pride for World Cup boost? Title Race Twist: Hearts stumble, Rangers and Celtic grind out wins—game on! VAR Controversy: Debate over St. Mirren's disallowed goal and whether Liam Scales saw the offside player.  European Fixtures Preview: Rangers vs Braga: Barry predicts 2–1 win; Charlie controversially says 0–2 loss. Celtic vs Feyenoord: Both expect a tough night for Celtic. Aberdeen also in action. The Go Radio Football Show, weeknights from 5pm-7pm across Scotland on DAB, Online, Smart Speaker and on the Go Radio App. IOS: https://apps.apple.com/gb/app/go-radio/id1510971202 Android: https://play.google.com/store/apps/details?id=uk.co.thisisgo.goradio&pcampaignid=web_share  In Association with Burger King. Home of the Whopper, home delivery half time or full time, exclusively on the Burger King App  https://www.burgerking.co.uk/download-bk-app. Follow us @thisisgoradio on Instagram, Facebook, LinkedIn and Tik Tok  For more Go Creative Podcasts, head to: https://thisisgo.co.uk/podcasts/   Facebook: https://www.facebook.com/share/1ATeQD... 

Pastor Brian Howard November 23, 2025 2 Corinthians 9:6-15

In this value-packed episode of Allworth's Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today's markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentrated executive stock, they break down real-world scenarios with millions at stake. You'll hear a listener case involving $7M in assets, HSA withdrawal tactics, and 529 planning for seven grandkids—all through the lens of tax-smart wealth transfer. Plus, expert insights from Allworth's Head of Wealth Planning, Victoria Bogner, on avoiding massive tax traps with RSUs, ISOs, and stock options. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Money and Time are Limited Resources. But we can all manage them better. Hear insight from Chad P. Wilson in today's episode of Money Matters.  This episode was recorded on November 18, 2025 by Chad P. Wilson of Foundation Bank. 

In this economy, money matters more than ever. Money also matters in the Bible. The Bible features hundreds of verses that speak directly about money and wealth. Many of these verses come from Jesus himself. In this series, we will explore parables from Jesus about money and learn a Kingdom perspective on wealth, generosity, and what it looks like to be rich toward God.•NEXT STEPS- Have you made a decision to follow Jesus? You may be wondering what's next on your journey. We want to help! Let us guide you to your next steps in your walk with Christ: https://atmosphere.church/new-to-faith•JOIN A LIFE GROUP- Find the community you've been looking for. Discover the prayer warriors waiting to stand with you. If you're interested in joining or starting a Life Group, visit https://atmosphere.church/life-groups•ABOUT ATMOSPHERE.CHURCH- Wherever you are in life, you have a purpose. Atmosphere.Church wants to help you find your next step. Our hope is that your journey will include joining us in-person at our location in Thousand Oaks, California or globally online at https://atmosphere.church/watch•For the best experience connecting with us, download the Atmosphere.Church app at https://qrco.de/atmosphere-ca

On this week's Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 million in Roth, and $1.6 million in a traditional IRA. He doesn't need more growth, he's not worried about his own retirement, and now he's asking: Should we start helping the kids financially now, or wait? The twist? His kids don't want the money—and he doesn't want to mess up their independence. It's a real-world conversation about smart gifting, capital gains strategy, and how to share your wealth without regret. Then, a 62-year-old federal employee calls in with over $1 million in her federal retirement account, a pension on the way, and rental income—but she's also stuck with a 7% mortgage on one of her properties. Scott and Pat explore whether she should draw from her savings, start Social Security, or consider a charitable remainder trust to maximize income and minimize taxes. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Welcome to Learn Polish Podcast, episode 537. Hosts Ania and Roy discuss attitudes toward money, budgeting, saving, impulse buying versus planning, cash versus cards, investing, and how money can affect people. They share personal stories about first purchases, family lessons, teaching children financial responsibility, and practical tips for monthly planning and using cards wisely. Find other episodes on learnpolishpodcast.com or on YouTube, Rumble and Spotify. Lessons are available in Polish and Spanish; links and a QR code are in the show notes, along with information about the Brain Fitness and Podfather school groups.   I have just launched my PodFather Podcast Coach Community https://www.skool.com/podfather/about   Start your own SKOOl Academy https://www.skool.com/signup?ref=c72a37fe832f49c584d7984db9e54b71   All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠    Do you want to unlock your potential? https://www.skool.com/brainfitness/about  

On this week's Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historical perspective matters. Next, they take a call from a 56-year-old tech professional navigating a surprise layoff and considering early retirement. With over $2M in assets and plans to relocate, they walk through whether he can afford to stop working—or if some part-time income is essential. It's a timely breakdown of early retirement math, real estate moves, and RSU liquidation strategy. The episode wraps with two strong planning discussions: a state employee navigating Roth vs. traditional 401(k)/457 contributions, and a retiree using a "bucket strategy" who wants feedback on portfolio structure. Scott and Pat debate risk tolerance, rebalancing, and why flexibility is key in retirement income planning. If you're exploring early retirement, weighing Roth contributions, or fine-tuning your investment drawdown plan—this episode is packed with actionable insights. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

On this week's Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it's better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital gains exposure, and over-leveraging in retirement. You'll also hear a sharp analysis of gold's recent surge—and why emotional investing often backfires. Packed with real-life caller scenarios and expert financial guidance, this episode is a must for anyone focused on smart wealth management, legacy planning, and minimizing risk. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.