Podcasts about Money Talk

飛碟聯播網《飛碟早餐 唐湘龍時間》2025.07.30 週三財經產業趨勢單元 專訪：財經專家、【老周的MONEY TALK】podcast 主持人｜周岐原 主題：《真危機與假警報：解讀總體經濟風險，做出精準判斷》天下文化 不是每次警報響起都代表經濟即將崩潰， BCG經濟學家帶你穿透雜音，識別風險的真實走向。 烏克蘭戰爭帶來地緣政治隱憂；川普關稅大刀亂揮，全球經濟衰退焦慮再起；假新聞亂竄，加深社會信任危機；昨天被利空拖垮的股市，今天卻又突然暴量上漲……不可捉摸的現代經濟，明天會朝哪個方向發展？我們是否徹底失去預測能力？ BCG首席經濟學家菲利浦．卡爾森-斯雷札克（Philipp Carlsson-Szlezak）與保羅．史瓦茲（Paul Swartz）為焦慮的你我提出解方。他們認為，有關經濟崩潰與衰退的主流輿論通常只是虛驚一場，只要掌握新的分析架構，就能擺脫不可靠的末世論，揮別假警報的威脅。 作者簡介： 菲利浦．卡爾森-斯雷札克（Philipp Carlsson-Szlezak） 波士頓顧問公司全球首席經濟學家、紐約辦公室合夥人暨常務董事，也身兼波士頓顧問公司亨德森智庫（BCG Henderson Institute）的總體經濟學研究中心領導人。 保羅．史瓦茲（Paul Swartz） 波士頓顧問公司亨德森智庫總體經濟學研究中心資深經濟學家，波士頓顧問公司紐約辦公室執行董事。 #危機 #警報#經濟#景氣#崩盤#地緣政治#通膨#貿易#周岐原#天下文化#真危機與假警報 ▶ 《飛碟早餐》FB粉絲團  / ufobreakfast  ▶ 飛碟聯播網FB粉絲團  / ufonetwork921  ▶ 網路線上收聽 http://www.uforadio.com.tw ▶ 飛碟APP，讓你收聽零距離 IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶ 飛碟Podcast Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD KKBOX：https://reurl.cc/MZR0K4 -- Hosting provided by SoundOn

The steam engine was among the first major innovations of the industrial era, and also one of the first monopolies in our nation's history. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the history of the steam engine from the innovations of James Watt, to the monopoly that fed the early growth of the Industrial Revolution, they explore how steam power reshaped industries, transportation, and society itself. Also on MoneyTalk, budgeting best practices, and some unique takes on retirement living. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 7/23/2025; Original Air Dates: 5/24/2023 & 10/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Adam Baley and Dave Sandstrom explain how record stock prices, new tariffs, pressures on the Fed affect long-term investors.

On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 & 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/17/2025; Original Air Date: 12/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

We try to take a calculated approach to decision making with our money, but more often than not, those decisions are driven by emotions. Donna and Nathan use the framework of behavioral finance to explain the role the investment advisor can play in helping to offset some of our counterproductive tendencies. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/18/2025; Original Air Date: 1/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, Brandon sits down with Jake, a serial entrepreneur and the visionary co-founder of Gathering the Kings, a powerful mastermind community built for entrepreneurs, by entrepreneurs.   Together, they dive deep into what it really means to succeed, not just in business, but in every area of life.   Jake is more than a business builder; he's a leader who believes in doing life well across the board. Through Gathering the Kings, he's helping entrepreneurs win not just at work, but at home, in their health, and in their spiritual walk.   What you'll learn in this episode: The hidden struggles many entrepreneurs face behind the scenes Why success without balance can leave you feeling empty The power of intentional living (and how to start) How community and accountability can fuel your personal and professional growth What Gathering the Kings is doing to raise up the next generation through Generation Next   If you're a business owner who's tired of the hustle-only culture and looking for something deeper, this episode is for you. Get ready to be inspired, challenged, and equipped with tools to build a life of real, holistic wealth.  

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Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/17/2025; Original Air Date: 12/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Trump's One Big Beautiful Bill has been criticized for disproportionally benefiting the wealthy, but it also included some changes for retirees and other key groups that could make a real impact. Donna and Nathan discuss some of the positive provisions of new spending bill, including: an additional tax deduction for seniors, student loan reform, and investment contributions for newborns. Also on MoneyTalk, when it does (and doesn't) make sense to take social security early, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/15/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

If you've ever felt overwhelmed by your agency's numbers—or just kind of guessed your way through profitability—this episode is your wake-up call.Whitney Lee sits down with Louise Hipperson, CEO of The Finance Agency, to unpack what's really going on behind the spreadsheets. Louise shares her own journey into finance, then dives into what every agency owner needs to understand: how to use financial data to make smart decisions and actually boost profitability.In this episode, you'll learn:Why team utilization and project scoping are make-or-break metricsHow to use billable rates strategicallyThe power of niching down (yes, even when it feels scary)What most agency owners get wrong about money—and how to fix itIf you're ready to shift from flying blind to making confident, data-backed moves in your business, this one's a must-listen.---------The Finance Agency on InstagramLouise Hipperson on LinkedIn---------Whitney on Instagram Whitney on LinkedInTrue Story PR Website

Kyle Tetting, Art Rothschild and Steve Giles provide their insights on the latest developments affecting long-term investors.

The Moneywise Radio Show and Podcast Thursday, July 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

One of the topics that we are consistently asked about is IRAs, partly because the rules change so frequently, but also because of the steep penalties the IRS puts in place to enforce those rules. Donna takes us through some of the most frequently asked IRA questions, including: What are the current contribution limits? How long can I continue to contribute? How does an IRA differ from a 401(k)? And more. Also on MoneyTalk, a discussion on the fundamentals of investing. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/14/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Financial advisors live in a world of numbers, but when it comes to determining client suitability and risk tolerance, a fiduciary must go beyond the numbers to explore the qualitative factors that drive decision making. Donna and Nathan dive into the realm of behavioral finance to help you better understand the psychology behind how you spend and save, and the biases that help to form your money habits. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/10/2025; Original Air Date: 3/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

This season we're diving into the hot topics and issues that we think you need to know about when it comes to your money.  This episode is the third in our miniseries where we're talking about the big impact a decade can really have on your finances.  We started off by looking at financially where you're at now and then dove deeper into what that looks like, as well as where you'd like to go. In this episode, we continue with this, and Mel talks about challenging what you're working with.   Lifestyle creep is something that all of us can fall victim to, as our expenses rise with our income. And as small an impact as you might think it's making, the reality is over time it's adding up.   In this episode, Mel offers strategies to manage that lifestyle creep, exploring ways you could potentially increase your income to help you maximise your financial potential over the next decade.   If you're stuck wishing you had just a little bit more in your account each pay but have no clue how to make that happen, this is the episode to tune into to make things finally change.   For more tips and resources, visit us at melissabrowne.com.au, on Facebook, Instagram or TikTok @MelBrowne.Money or send us an email at hello@melissabrowne.com.au.   My Financial Adulting Plan is here    25 Ways to find $10K in 12 months is here  Her Wealth, Her Way Conference is here  Finally, if you love this episode please make sure you subscribe, share it with a friend and leave us a review.

Kyle Tetting, Adam Baley and Kendall Bauer offer insightful context on the latest developments affecting long-term investors.

Social Security is the backbone of the US retirement system, but even though it effects nearly every American at some point, it wasn't designed to be easily understood by the majority. Donna and Nathan break down some of the commonly misunderstood provisions of the Social Security system to help you more confidently plan your retirement income. Also on MoneyTalk, why more and more people are planning to claim their Social Security benefits early, and how this could impact the future stability of the system. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/8/2025; Original Air Dates: 7/1/2024 & 4/29/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Life has a way of throwing curveballs when we least expect them. These challenges—whether they come as unexpected medical bills, job loss, or even the emotional toll of divorce—can shake our foundations and take a heavy toll on our finances. When your finances start to feel out of control, it can seem impossible to find your footing again. But the truth is, no matter how overwhelming things seem, there is a way forward. Listen in to hear about some simple ways to regain financial control and clarity after it has been lost.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

Social Security is a core component of most Americans' retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why it has been so difficult to reform. Also on MoneyTalk, how to determine if the IRMAA will effect your Medicare premium, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/3/2025; Original Air Dates: 4/1/2024 & 7/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Each decade of life brings its own unique set of priorities, and while retirement may be the only fixed goal you'll have along the way, the strategies you employ should look different as you age. Donna takes us through the evolution of retirement planning each decade from your 20s through your 50s. Also on MoneyTalk, how to decide what to do with your 401(k) when you retire. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/7/2025; Original Air Date: 4/22/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Ready to break up with boring money talk? Welcome to Everyone's Talkin' Money — your new go-to for honest, jargon-free conversations about money and life. Hosted by an award-winning financial advisor, Shari Rash, who actually gets your real life (no latte-shaming here!), this show goes way beyond budgets and spreadsheets. Tune in for smart solo episodes and unfiltered expert interviews that decode how money really impacts your stress, happiness, relationships, and dreams. You'll learn how to take care of your money without giving up what makes life sweet. New episodes drop three times a week — hit follow and get one conversation closer to living life on your terms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Landaas investment advisors explore why it may be making sense to include more non-U.S. holdings in diversified portfolios.

Inheriting money from your spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/1/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

You may hear some people say that you should wait until age 70 to claim Social Security to maximize your benefit, and while this may be the right option for many, it is certainly not a one-size-fits-all strategy. Donna discusses how to go about the decision-making process for when to claim Social Security. Also on MoneyTalk, what to do when it's time to use your 529 savings, and how IRMAA affects Medicare eligibility. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/30/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

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New retirees are entering a period of market uncertainty, and with time no longer on their side, the idea of drawing on assets that may be down can be far from ideal. Donna and Nathan discuss ways new retirees can mitigate sequence of return risk in their portfolios. Also on MoneyTalk, the problem with timing the market, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/26/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Kyle Tetting, Art Rothschild and Dave Sandstrom discuss the latest developments affecting long-term investors.

The 401(k) savings rate has finally reached 15%, the level experts say is required for the average worker to retire comfortably when they reach retirement age. Donna and Nathan discuss the economic factors, policy changes and product innovations that have contributed to the closing of the retirement savings gap. Also on MoneyTalk, how strategic and tactical investment strategies are used to offset the inability to time the markets, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/24/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

For a young person starting out, receiving rental income from a multi-family home can be a great way to offset the cost of your mortgage, but many are unequipped to navigate the complicated tax rules that govern rental income without the help of a tax professional. Donna and Nathan discuss some specifics around rental property taxes and how to ensure that the IRS and property inspectors don't catch you off guard. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/19/2025; Original Air Date: 2/2/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The 401(k) is the primary retirement savings vehicle for American workers, but it is only one of the option available, and having a good grasp on the rules and limitations of those options is important when developing your retirement savings strategy. Nathan discusses the pros and cons of the 401(k), and how to use it to its full potential. Also on MoneyTalk, how income investing works, and understanding the various credentials held by advisors. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 6/20/2025; Original Air Dates: 5/31/2023, 6/9/2023 & 6/14/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Money Talk 6-22-25 by

Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/17/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Kyle Tetting, Steve Giles and John Sandstrom discuss news from the Fed and other developments affecting long-term investors.

Business and Education - Tiffany Grant

Work travel isn't easy on any relationship. Being apart meant missing daily routines together, the spontaneous laughter, the small but significant little things that bind a family. In our early days, it felt like two lives moving in parallel, connected yet separate. Now, after years of learning, growing, and adjusting, we've weathered every phase of work travel together. It took time, growing pains, and intentional effort, but we've figured out ways to keep our relationship solid, no matter how many miles apart or what time zones we are in. Whether you're traveling for work, or holding down the fort at home, listen to this week's episode to hear the strategies that have helped us stay connected.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some client portfolio nightmares, and how they came to pass. Also on MoneyTalk, how to simplify your retirement tax situation. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/16/2025; Original Air Date: 10/30/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

President Eisenhower famously said âWhat is important is seldom urgent, and what is urgent is seldom important, highlighting the difference between tasks that demand immediate attention, and those that contribute to long term goals. Nathan discusses how this principle applies to our retirement goals, and how a disciplined approach to planning can help us avoid this common pitfall. Also on MoneyTalk, the problem with thinking of your home as an investment. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 6/13/2025; Original Air Dates: 10/11/2023 & 12/8/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The grass court season has officially begun—and there's no time to catch your breath after that epic Alcaraz vs. Sinner Roland Garros final! Join Joel, Kim, and Chris at Tennis Weekly HQ as they dive into a jam-packed first week of action on the lawns. From Tatjana Maria's fairytale run as a qualifier to win the first WTA event at Queen's in over 50 years, to Elise Mertens saving 11 match points in the Netherlands, there's no shortage of drama. Is Maria one of the last true grass court specialists? And what makes her so tricky for power players like Keys and Rybakina?The trio also breaks down Taylor Fritz's continued dominance over Zverev in Stuttgart, Emma Raducanu's headline-grabbing claim that she's “not playing for money,” and the LTA's push for prize money parity at Queen's by 2029. Plus, there's a fresh round of Par for the Courts, and a heated Mailbag debate over Qinwen Zheng's suspicious shoe malfunctions or whether it's just a bit of bad PR for the Nike trainer department. Joel isn't buying it, are you?SOCIALSFollow us on Twitter, Instagram, TikTok and YouTube, plus email the show tennisweeklypod@gmail.com.MERCHPurchase Tennis Weekly Merch through our Etsy store including limited edition designs by Krippa Design where all proceeds go towards the podcast so we can keep doing what we do!REVIEWS***Please take a moment to rate and review the show on Apple Podcasts, Spotify or wherever you get your pods. It really means a lot to us at HQ and helps make it easier for new listeners to discover us. Thanks!*** Hosted on Acast. See acast.com/privacy for more information.

Nearly half of marriages today end in divorce, and surveys show that the leading causes for these failed unions involve differences around money. Donna and Nathan discuss the importance of financial compatibility between partners, and the critical role of communication in maintaining a healthy relationship. Also on MoneyTalk, IRS gifting rules, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/12/2025; Original Air Dates: 10/5/2023 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Kyle Tetting, Mike Hoelzl, Kendall Bauer warn about scams aimed at older investors, cover news hitting long-term portfolios.

Group Therapy focused on not knowing what her fiance's finances look like...is that a problem? Personalized AI songs kick off unique ride share stories and what's the unusual way you met your mate? Started by a woman who put 2 years into catching her hubby's eye at the most unexpected place!

On this episode, we're focusing on the topic of money with finance expert Vivian Tu—or Your Rich BFF, as most of the internet knows her. Tu began her career on Wall Street and now creates finance content for her over eight million followers across social platforms. Today, she's breaking down what the tariffs will mean for small businesses and consumers, how to prepare for economic downturns, and the steps people can take to travel on a budget this summer. Plus, she offers her tips on how to navigate the many expenses associated with summer weddings.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.