Podcasts about Portfolio management

Sometimes the thing you aren't thinking about can be the one missing piece to the puzzle. In a lot of retirement portfolios, it's long-term care. Jim Fox tells us what we need to know about this crucial piece and how to make sure it's not a gap in your retirement plan. Ready to connect with Jim today? Get some Financial Straight Talk!See omnystudio.com/listener for privacy information.

In this episode, Ricardo discusses the “Jeitinho Brasileiro” — the Brazilian way of solving problems creatively, often with limited resources. While this ingenuity is a strength, it becomes risky when improvisation turns into standard practice. He shares a story of a glass installer who used chewing gum instead of putty, which worked but became a habit. In projects, this mindset can lead to poor documentation, rushed timelines, and weak planning. Flexibility is vital, but it must not replace structured processes. True project maturity comes from building sustainable systems, not relying on last-minute fixes. Creativity should be embraced, but always directed toward lasting, professional solutions, not temporary patches. Listen to the podcast to learn more!

Neste episódio, Ricardo reflete sobre o “Jeitinho Brasileiro”, destacando nossa criatividade em resolver problemas com poucos recursos. Embora essa habilidade seja admirável, ela se torna perigosa quando improvisos viram padrão. Ele conta a história de um instalador de vidro que usou chiclete no lugar de massa para fixar um vidro, e depois passou a adotar isso como prática. Ricardo alerta que, em projetos, essa mentalidade leva à improvisação constante, prazos apressados e falta de estrutura. Flexibilidade é essencial, mas não pode substituir planejamento. A verdadeira maturidade em projetos está em criar processos sustentáveis. Criatividade deve ser canalizada para soluções duradouras, não apenas para “remendos” de última hora. Escute o podcast para saber mais!

In this episode, Ricardo discusses insights from PwC's 2024 AI Jobs Barometer, analyzing 500 million job postings across 15 countries. He shows that AI-exposed sectors like IT and project management see 4.8x higher productivity. Jobs requiring AI skills grow three times faster and offer a 25% wage premium. AI's biggest impact comes from everyday professionals using tools like ChatGPT. Skills in AI-exposed roles shift 20% faster, urging continuous learning. AI enables smaller, more efficient teams and introduces new risks. Importantly, AI drives not only efficiency but also innovation and new business models, making it essential for project managers to adapt and evolve. Listen to the podcast to learn more!

Neste episódio, Ricardo discute insights do Barômetro de Empregos em IA de 2024 da PwC, que analisa 500 milhões de vagas de emprego em 15 países. Ele mostra que setores expostos à IA, como TI e gerenciamento de projetos, apresentam produtividade 4,8 vezes maior. Empregos que exigem habilidades em IA crescem três vezes mais rápido e oferecem um prêmio salarial de 25%. O maior impacto da IA ​​vem de profissionais comuns que usam ferramentas como o ChatGPT. As habilidades em funções expostas à IA mudam 20% mais rápido, incentivando o aprendizado contínuo. A IA possibilita equipes menores e mais eficientes e introduz novos riscos. É importante ressaltar que a IA impulsiona não apenas a eficiência, mas também a inovação e novos modelos de negócios, tornando essencial que os gerentes de projeto se adaptem e evoluam. Escute o podcast para saber mais!

CapeTalk’s Sara-Jayne Makwala King is joined on Weekend Breakfast by Mark Philipps, Head of Portfolio Management & Analytics at PPS Investments. Weekend Breakfast with Sara-Jayne Makwala King is the weekend breakfast show on CapeTalk. This 3-hour morning programme is the perfect (and perky!) way to kickstart your weekend. Author and journalist Sara-Jayne Makwala-King spends 3 hours interviewing a variety of guests about all things cultural and entertaining. The team keeps an eye on weekend news stories, but the focus remains on relaxation and restoration. Favourites include the weekly wellness check-in on Saturdays at 7:35am and heartfelt chats during the Sunday 9am profile interview. Listen live on Primedia+ Saturdays and Sundays between 07:00 and 10:00am (SA Time) to Weekend Breakfast with Sara-Jayne Makwala-King broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/AgPbZi9 or find all the catch-up podcasts here https://buff.ly/j1EhEkZ Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

US equity-index futures dipped along with the dollar after President Donald Trump said he will set unilateral tariff rates within two weeks, dialing up trade tensions once again. The comments come a day after Chinese and US officials struck a positive tone following their talks to dial down trade tensions. Amid US talking with countries including India and Japan to lower the levies, some investors see Trump's comments as an effort to ramp up urgency in talks. We talk markets with Zachary Hill, Head of Portfolio Management at Horizon Investments. Plus - China's biotech industry is gaining momentum, with Pfizer and Bristol-Myers Squibb making billion-dollar deals with Chinese companies to license experimental cancer drugs. The industry is expected to continue growing, driven by factors such as US President Donald Trump's economic policies, cheaper and easier human testing in China, and an abundance of young and affordable engineering talent. We check in with Shuli Ren, Bloomberg Opinion Columnist, for a closer look at the sector.See omnystudio.com/listener for privacy information.

How can lessons from sports and psychology transform the way we lead, especially when the pressure is on? Kevin is joined by Sebastien Page to explore how high-performance mindsets from sports apply to leadership. They discuss how goal-induced blindness, where an intense focus on achieving goals can obscure ethical or practical considerations, impacts leaders and organizations. Sebastien shares how strong relationships, not fame or fortune, are the most significant predictors of long-term happiness and fulfillment. The episode also highlights a few of the eighteen principles from the book, including: Don't Die on Everest – The dangers of goal-induced blindness. Think About Death – Why zooming out to the end of your life can sharpen your focus today. Listen For 00:00 Introduction: Leadership and Self-Awareness 01:03 Book Promo: Flexible Leadership 01:57 Guest Introduction: Sebastien Page 03:21 Opening Banter and Book Discussion Kickoff 03:54 Sebastien's Journey from Finance to Leadership Psychology 05:34 Key Insight: Sports Psychology Isn't About Winning 07:13 Federer's 54% Win Rate and the Power of Marginal Gains 08:04 Not a Book About Sports but About Resilience 09:19 Why Positive and Personality Psychology Matter 10:05 The Gummy Bear Story: Ethics vs. Goals 13:18 Positive Psychology's Key Finding: Relationships Matter Most 14:36 Goals, Leadership, and Broader Impact 17:17 Principle 1: Don't Die on Everest 20:19 How to Recognize and Avoid Goal-Induced Blindness 24:07 Principle 11: Think About Death 26:01 Stephen Covey's Influence and the Book Title Journey 27:21 Applying These Ideas to Your Team 28:24 Counterintuitive Leadership Lessons 29:59 Fun and Reading: Running and Billionaire Biographies 31:29 Where to Connect with Sebastien 32:13 Kevin's Final Question: Now What 32:55 Wrap-Up: Climbing Everest or Not Sébastien's Story: Sébastien Page is the author of The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. He has also written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. Sébastien lives in Maryland with his wife and kids. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! by Sébastien Page Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son by Lionel Barber The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim Like this? Seeing Your Blind Spots with Marisa Murray Leading From the Inside Out with Errol Doebler Win the Inside Game with Steve Magness Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP  

Are you unknowingly taking on too much risk in your retirement portfolio? Frank and Frankie Guida explore how retirees can balance market exposure with safer financial options like fixed index annuities and alternative strategies. Through relatable anecdotes, they shed light on key decisions impacting income planning, portfolio risk, and long-term growth goals. Listeners will gain insights into structuring investments to weather market volatility and optimizing savings for a fulfilling retirement lifestyle, covering topics like income sustainability, safe money alternatives, and avoiding common pitfalls of timing the market. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In this conversation, investment advisor Ethan Glasgow discusses the critical aspects of retirement planning, focusing on risk tolerance, the necessity of a spending plan, and tax strategies for retirees. He emphasizes the importance of understanding one's financial situation and making informed decisions to ensure a comfortable retirement. The discussion also touches on the implications of relocating for tax benefits and how proper planning can mitigate tax burdens without needing to move. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

#bitcoin #crypto #investing  What if playing it safe is your biggest risk? In this episode, Ian Reynolds pulls back the curtain on his leap from the safe world of traditional finance into the wild ride that is crypto. We get into why Bitcoin matters way more than most people think. Not just some magic internet money, but a hedge against a shaky global economy. We talk market cycles, why gold still holds its place, and what's coming with tokenized real-world assets. And here's a twist you probably didn't expect: older generations are jumping onto Bitcoin faster than you'd guess. Ian also shares why now is not the time to sit on the sidelines if you care about where your money's headed. This one will challenge what you think you know about money, risk, and the future of investing. Chapters 00:00 - Intro 02:54 - Transition from Traditional Finance to Crypto 05:53 - Understanding Bitcoin's Role in the Financial System 09:08 - Investment Strategies and Market Predictions 12:01 - The Future of Tokenization and Real-World Assets 14:54 - Tokenization of Real Estate: A New Frontier 16:16 - Portfolio Management in Crypto Investments 18:05 - The Rise of Bitcoin Among Older Generations 19:08 - Bitcoin's Future: Predictions and Comparisons 20:51 - Investing Strategies for the Next Decade 22:09 - The Importance of Patience in Investing 23:34 - Impending Economic Changes and Geopolitical Implications 25:57 - The Future of Money and Cryptocurrency Adoption StashAway is a licensed investment platform, offering low-fee wealth management for all investors For more info on Stashaway Simple: https://bit.ly/4kLtBu1 (NB: The rate of 6% p.a. is fixed, valid for 2 months from the date of eligibility. The rate includes the prevailing projected Simple rate, a 0.15% p.a. fee waiver for 6 months from the date of voucher activation and the booster that will be applied to maintain the rate.  The fee waiver and booster will be credited monthly. Projected rate for Simple is 3.6 % p.a. as of 30 June 2024. Amounts outside of the eligible range will still have the fee waiver applied to the prevailing Simple rate.  Offer applies to new clients only and ends 30 June 2025.) Follow Ian Reynolds here:  URL: https://suberia.capital/ian-reynolds  LI: https://www.linkedin.com/in/ian-reynolds-fx-cap-mkts-btc

If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities. Strategies like mapping out your vesting schedule and cash needs can keep you focused and on track during market swings. If you're an executive with stock compensation, this conversation will help you understand how to make informed decisions and respond with intention, instead of emotion. Resources Mentioned in the Episode: What is Direct Indexing and How Does it Work? with Pat McStay Top Executive Compensation Strategies You Should Know with Laura Balser     Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Important Disclosure 1:00 Introduction to Stock-Based Compensation 1:40 Common Mistakes for Building Wealth Through Stock Compensation 2:40 Common Risk Mentalities of Executives  5:26 Assessing Concentration Risk 9:00 Building a Sell Strategy  15:40 Market Volatility and Stock Comp 22:00 Episode Wrap-Up and Resources 23:20 Important Disclosure   Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite     Follow us on Instagram: https://bit.ly/MonumentWealthIG     Connect on LinkedIn: https://bit.ly/MonumentWealthLI     Connect on Facebook: https://bit.ly/MonumentWealthFB     Connect on YouTube: https://bit.ly/YouTubeMWMFit    Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

In this episode of Beer and Money, Ryan Burklo and Alex Collins delve into the intricacies of index investing, particularly focusing on the S&P 500. They discuss common misconceptions about index investing, the importance of diversification, and the risks associated with over-concentration in large-cap stocks. The conversation also touches on the differences between active and passive investing strategies, emphasizing the need for a well-rounded approach to portfolio management. The hosts aim to educate listeners on making informed investment decisions and understanding the market dynamics that can impact their financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Index investing is a passive strategy that replicates market performance. Many investors misunderstand the implications of being an index investor. The S&P 500 is heavily weighted towards a few large companies. Diversification is crucial, but not all index funds provide true diversification. Investing in smaller companies can yield higher returns over time. Market cap weighting can lead to over-concentration in a few stocks. Active investing strategies can still be relevant in today's market. Investors should be cautious of chasing past performance. Understanding the underlying assets in a portfolio is essential. A well-diversified portfolio can help mitigate risks during market downturns. Chapters 00:00 Understanding Index Investing 03:07 The S&P 500: A Closer Look 06:07 The Importance of Diversification 09:03 Active vs. Passive Investing 12:05 The Risks of Over-Concentration 14:58 Navigating Market Changes 17:50 Conclusion and Key Takeaways    

Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift. Connect with Bethany: LinkedIn Learn more: West Chester University Foundation  

In this episode, Ricardo discusses the dangers of prioritizing speed over strategy in project management. He says that being agile means adapting and learning quickly, not rushing in blindly. Urgency often leads to missed plans, poor decisions, and costly rework. Teams suffer under pressure, and when delays happen, they are unfairly blamed. Ricardo argues that a slower, more thoughtful start—with proper planning and stakeholder engagement—can accelerate long-term progress. He encourages leaders to educate stakeholders on the difference between rushing and smart acceleration. A realistic schedule is not a delay, but an investment in sustainable success. Listen to the podcast to learn more!

Neste episódio, Ricardo discute os perigos de priorizar a velocidade em detrimento da estratégia na gestão de projetos. Ele comenta que ser ágil significa adaptar-se e aprender rapidamente, e não correr às cegas. A urgência frequentemente leva a planejamentos ignorados, decisões equivocadas e retrabalho dispendioso. As equipes sofrem sob pressão e, quando ocorrem atrasos, são injustamente culpadas. Ricardo argumenta que um início mais lento e ponderado — envolvendo planejamento adequado e engajamento das partes interessadas — pode acelerar o progresso a longo prazo. Ele incentiva os líderes a educarem as partes interessadas sobre a diferença entre pressa e aceleração inteligente. Um cronograma realista não é um atraso, mas um investimento em sucesso sustentável. Escute o podcast para saber mais!

“It's hard to master, yes, because there's so much value. You need to have the right people to help you disseminate that advice, to apply the right approach to implement it in your organization.” In this episode, Adam has an honest, transparent discussion about Lean Portfolio Management (LPM) with Darren Wilmshurst, managing director, and Ken France, VP enterprise agility practice, both at Cprime. Topics covered in the conversation include the evolution of Agile at scale and the increasing importance of portfolio management as organizations look to connect strategy with execution and move to a product operating model. A look at the results from the State of SAFe Report 2025, which shares data on how organizations are transforming with SAFe and highlights struggles they have with LPM. And Darren's and Ken's insights and advice for achieving mastery in LPM. Like what you hear? Connect with Darren and Ken on LinkedIn. Download the State of SAFe Report here. Explore SAFe courses here.  

Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Jim Fox knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the market. And also, don't just buy something because someone tells you to. Let Jim Fox help you with some options to better your plan! Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Guest: Chris WallerFounder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity.Chris defines success as becoming an expert in the small cap space, building a comprehensive knowledge database of companies, and having the freedom to direct his attention where he chooses.Key Discussion Points:Early Background and Investing Journey (03:17)Columbia Business School and Joel Greenblatt's Influence (06:08)"Sleuth Investing" Approach (11:37)Hidden Gems Investing (17:08)TerraVest Case Study (21:32)Corporate Governance and Management Integrity (28:06)Portfolio Management and Risk (33:49)Small Cap Misconceptions (38:40)Luxury Goods and Value Investing (44:31)Closing Thoughts

In this episode, Ricardo talks about the ongoing importance of earned value analysis in project management. Despite advancements in AI, real-time dashboards, earned value remains a precise, structured, and effective tool—especially in complex environments. AI can automate data collection and forecasting, but it cannot replace human judgment. Metrics like the cost performance index (CPI) require interpretation to guide decisions. Earned value analysis integrates scope, time, and cost, providing actionable insights. Ricardo emphasizes that while technology enhances our tools, it doesn't replace core principles. He also announces an upcoming course on earned value application. Listen to the podcast to learn more!

Neste episódio, Ricardo fala sobre a relevância da análise de valor agregado na gestão de projetos, mesmo com os avanços da inteligência artificial. Apesar da automação e previsões em tempo real, a análise de valor agregado permanece essencial por unir escopo, prazo e custo, gerando insights claros. A inteligência artificial calcula, mas interpretar indicadores como CPI e TCPI exige julgamento humano. A análise de valor agregado mostra se o projeto realmente gera valor, além de medir desempenho com objetividade. Ricardo anuncia um curso sobre o tema e deseja sucesso nos projetos dos ouvintes. Escute o podcast para saber mais!

Find us at www.crisisinvesting.com In this episode we discuss recent financial news including the UK's potential mandate for pension funds, and delve into the implications for US and Canadian investors. We cover a range of topics directed by questions from private group members, including the necessity of backup financial plans, the philosophy of good and evil in state politics, the reliability of certain investment metrics, and the choice of citizenship by investment programs. Doug also shares personal anecdotes about his move from Aspen to Virginia and offers advice on making wise investment choices given the current global economic and political climate. 00:00 Introduction and Member Questions Overview 00:16 Government Control Over Pension Funds 02:08 Women in Power and Economic Policies 04:42 Strategies for Financial Security 05:59 Plan B: Citizenship and Residency Investments 11:58 Defining Evil and the Role of the State 17:50 Common Complaints of the Elite 23:37 Investment Insights: Silver to Sugar Index 25:41 Market Dynamics and Investment in Silver 26:17 Real Estate Opportunities in Japan and Demographic Challenges 28:56 Technological Innovations and Geopolitical Implications 32:29 Relocating within the US: Factors to Consider 38:01 Investment Strategies and Portfolio Management 46:45 Exploring South American Retirement Spots 54:36 Final Thoughts and Weekend Speculations

John Rubino, [Substack https://rubino.substack.com/], joins us for a wide-ranging discussion on the macroeconomic factors driving gold and silver, along with strategies for portfolio management in the precious metals stocks.   We start off discussing how the higher underlying metals environment has started allowing for more investor confidence in the gold producers maintaining healthy margins and valuations, which is attracting more generalist investor capital flows. Additionally, now the gold development projects economics are starting to look more and more attractive.  John discusses how he is still striking a balance between have exposure to the larger PM producers and royalty companies, but also have exposure further down the risk curve into the exploration stocks as “lottery tickets.”   This leads into a discussion about some of the developers with large resource bases delineated, like Seabridge Gold, and whether or not they will be acquired or built in this cycle; after sitting available for development since the prior cycle.  We dig in to if the reservation from other companies to acquire them is due to jurisdiction, capex requirements, or if it is simply a lack of human capital. John weighs in on what aspects he would describe as “high quality,” and the importance of limiting the amount of portfolio positions to the companies one can really do proper due diligence on.     Wrapping up we circle back to macroeconomic factors that may drive gold prices even higher.  We start of focusing in on the rising sovereign debt levels in countries all over the world, and the changes in the Basel III demarcation for gold as a Tier 1 reserve asset that more banks will be buying to gain more exposure to and diversify their asset mix.  We talk about BRICS countries continuing to reduce down US dollar exposure and mitigate potential trade wars by increasing their gold holding. Lastly we reflect on the increased retailing buying, using the example of new limits on gold purchases from Costco as another tailwind for gold, that may spill over into more sympathetic investment in silver.   https://rubino.substack.com/

In this episode, Dr. Preston Cherry breaks down this old investing rule and why it might not work anymore. Originally tied to London's horse racing season, the idea was to cash out in May and return in November. But in today's fast-paced, data-driven markets, that strategy is losing steam. Dr. Cherry explains why staying invested and using smarter tactics beats trying to time the market.Takeaways:• Old rule, outdated• Timing rarely wins• Stay invested long-term• Use smart rebalancing• Focus beats fearWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper published in the Journal of Portfolio Management: https://www.pm-research.com/content/iijpormgmt/51/6/28 (and the free SSRN version: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5043197)See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Ever wonder how to optimize your retirement portfolio? Frankie Guida and Noah Williams go through strategies for balancing risk and returns, analyzing underperforming investments, and making informed decisions to boost your retirement income. Learn how one couple reduced their risk while increasing their potential returns and saving on fees, translating to a significant increase in annual income. Tune in for insights on evaluating your financial position and positioning yourself for a secure and prosperous retirement. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

This week on Charleston's Retirement Coach, Brandon Bowen discusses his motivation for helping others navigate retirement planning, the importance of managing emotions during market volatility, the future of Social Security, and how to uncover waste in investment portfolios. He emphasizes the need for strategic planning and the value of having a financial advisor to guide individuals through their retirement journey. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

After you listen:Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently.Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward.In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel, a senior wealth advisor at Schwab, to examine the scope of an investor's communication with their financial advisor. She emphasizes the importance of understanding clients' financial situations, building trust, and maintaining open communication. Throughout their discussion, they cover both the data-driven and emotional aspects of portfolio managment, offering insights into strengthening the dynamic with a professional advisor.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Schwab does not recommend the use of technical analysis as a sole means of investment research.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. ​Neither the tax-loss harvesting strategy, nor any discussion herein, is intended as tax advice and Charles Schwab & Co. does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service (IRS) website at www.irs.gov about the consequences of tax-loss harvesting.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0525-03FK)

In this episode, Ricardo discusses how AI Agents are transforming project management. Unlike traditional tools, these agents are autonomous, understand context, make decisions, and interact with people and systems to deliver value. With the advancement of models like ChatGPT and platforms such as LangChain, Crew AI, and Google NotebookLM, building smart agents has become much easier. They can update schedules, write meeting notes, draft emails, generate reports, and monitor risks—all integrated with tools like Notion, Slack, Trello, and Google Docs. This shift changes the project manager's role to that of an “AI orchestrator.” However, caution is needed due to potential errors, hallucinations, and data security concerns. AI isn't here to replace project managers but to empower them to focus on what truly matters. Listen to the podcast to learn more!

Neste episódio, Ricardo apresenta como agentes de inteligência artificial (AI Agents) estão revolucionando o gerenciamento de projetos. Diferentes das automações tradicionais, esses agentes são autônomos, interpretam contextos, tomam decisões e interagem com ferramentas como Notion, Slack, Trello e Google Docs. Com o avanço de modelos como ChatGPT e plataformas como LangChain, Crew AI e NotebookLM, ficou mais fácil criar agentes que entendem linguagem natural e atuam com autonomia. Eles podem atualizar cronogramas, gerar atas, escrever e-mails e sugerir ações. O papel do gerente muda de executor para orquestrador de IA. Porém, há riscos como erros e alucinações, exigindo supervisão humana. A IA não substitui o gerente de projetos, mas libera tempo para decisões mais estratégicas. Escute o podcast para saber mais!

Tripp Limehouse discusses essential strategies for successful retirement planning, emphasizing the importance of working with a fiduciary, consolidating retirement accounts, maximizing contributions through catch-up strategies, and building a balanced investment mix. The discussion highlights how these strategies can lead to a more secure and enjoyable retirement experience, as evidenced by the 72% of retirees who report that their retirement is going better than expected. The conversation also covers the necessity of estate planning and addresses listener questions regarding retirement strategies. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this episode, Dr. Preston Cherry breaks down a common mistake investors make: thinking the S&P 500 is enough. While it's a strong index, it's mostly U.S.-focused and tech-heavy. This “home bias” can hurt your returns, especially during U.S. market downturns. Adding international stocks spreads your risk and gives you access to different economies, industries, and opportunities. History shows: global diversification works.Takeaways:• Avoid home bias• Add global balance• Tech isn't everything• Diversify by country• Review regularlyWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Wie Finanzfluss finanzielle Bildung in Deutschland neu erfunden hat: DeepDive mit Finanzluss Gründer Thomas Kehl Mit über 250 Millionen Aufrufen auf YouTube und einer Community von 1,5 Millionen Abonnenten hat Finanzfluss die Art und Weise revolutioniert, wie Menschen über Finanzen lernen – von ETFs und Aktien bis hin zu Sparstrategien und Portfolio-Management. Thomas erklärt, wie Finanzfluss vom Nebenprojekt während des Studiums zu einem profitablen Unternehmen mit über 30 Mitarbeitenden gewachsen ist.  Wir sprechen über die Herausforderungen beim Aufbau einer nachhaltigen Medienmarke, den Umgang mit neuen Plattformen wie TikTok und LinkedIn, den Einfluss von Affiliate-Modellen und die strategischen Entscheidungen, die Finanzfluss zu einem der größten Akteure im Bereich der Finanzbildung gemacht haben. Was du lernst: Wie Finanzfluss gestartet ist: Die Anfänge als YouTube-Kanal und warum Content über Finanzbildung damals kaum existierte Wie Thomas und sein Mitgründer Arno den ersten Erfolg mit Affiliate-Links erzielten und daraus ein Geschäft aufbauten Community-Driven Content: Warum Finanzfluss gezielt auf Community-Feedback setzt und wie sie daraus neue Inhalte und Produkte entwickeln Die Balance zwischen Hero-Content (z. B. „Wie wird man Millionär?“) und tiefem Community-Content (z. B. Finanzproduktvergleiche) Die Monetarisierungsstrategie: Wie Finanzfluss über Affiliate-Modelle, Vergleichsplattformen und SaaS-Produkte Umsätze generiert Warum Unabhängigkeit von einzelnen Partnern ein zentraler Bestandteil der Strategie ist Skalierung und Leadership: Wie das Team von zwei auf über 30 Mitarbeitende gewachsen ist und welche Learnings Thomas dabei gemacht hat – von Hiring, über das Vermeiden von Fehlbesetzungen bis hin zum Aufbau einer starken Unternehmenskultur Warum Eigenverantwortung und klare Werte wie Community First die Basis für den Erfolg sind Die Zukunft von Finanzfluss: Der Einstieg in Software-Produkte wie den „Co-Pilot“, ein Tool für Finanzmanagement und Portfolio-Übersicht Pläne für neue Verticals wie ein tägliches News-Format und die Herausforderungen bei der Expansion in neue Märkte ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Mehr zu Thomas: LinkedIn: https://www.linkedin.com/in/thomas-a-kehl/  Website: https://www.finanzfluss.de/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Der Start von Finanzfluss (00:05:30) Wann hatten Thomas und Arno zum ersten Mal das Gefühl, dass Finanzflussfunktionieren kann? (00:08:22) Die Contentstrategie von Finanzfluss (00:14:51) Arbeitsteilung & Team: Wer macht was? (00:19:12) Monetarisierung: Welcher Weg zuerst? (00:25:10) Unabhängigkeit & eigene Produkte: Auf Vertrauen optimieren (00:34:14) Balance zwischen Clickbait und Seriosität (00:38:04) Bindung und Community (00:45:23) Warum haben Arno und Thomas einen neuen Gesellschafter geholt? (00:50:22) Welche Fragen sollte man sich stellen, bevor man weitere Gesellschafter reinholt? (00:56:06) Finanzsoftware von Finanzfluss (01:05:05) How to: Informatives und ansprechendes Youtube-Video & Contentverteilung (01:13:44) Kriterien für jahrelangen guten Content & Plattformtrends (01:24:55) Thomas' Learnings: Management, Team und Hiring (01:32:25) Entscheidungsframework "Pro-Investment" (egal, ob Person oder Projekt) (01:39:42) Was macht Teamkultur aus und wie kümmert sich Finanzfluss um Teamkultur? (01:42:56) KPIs zur Contentbewertung

In this episode, Ricardo discusses the challenge of saying “no” in project management, a struggle for many who aim to help. He warns that each impulsive "yes" may sacrifice scope, schedule, quality, or team well-being. Sharing his experience of overcommitting, he learned that saying “no” is an act of leadership. He uses three guiding questions: 1) Is it aligned with the project's strategy? 2) Do I have time, budget, and people for it? 3) Does it add measurable value? He suggests offering conditional options with a “no, but yes” approach. Saying “no” with data, clarity, and respect not only protects the project but also strengthens relationships and shows care for the team. Listen to the podcast to learn more!

Nest episódio, Ricardo aborda a dificuldade de dizer “não” em projetos, algo comum entre profissionais que desejam ajudar. Ele alerta que cada "sim" impulsivo pode comprometer escopo, cronograma, qualidade ou a equipe. Ricardo compartilha sua experiência negativa ao aceitar pedidos extras que sobrecarregaram o time e prejudicaram o projeto. Ele explica que aprender a dizer “não” é um ato de liderança e propõe três perguntas-chave para avaliar novas demandas: 1) Está alinhada ao objetivo do projeto? 2) Há recursos para isso? 3) Gera valor mensurável? Caso seja necessário, use o “não, mas sim”, oferecendo alternativas condicionais. Por fim, ele ressalta que dizer “não” com respeito e clareza fortalece relações, protege o projeto e a equipe. Escute o podcast para saber mais!

The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market's Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

In this episode, Ricardo reflects on the end of Skype's cycle. Created in 2003 in Estonia, the application revolutionized online communication, allowing free voice calls and being essential for families, companies, and project managers. Acquired by eBay in 2005 and by Microsoft in 2011, Skype lost ground to more modern solutions such as Zoom, WhatsApp, and Teams. Ricardo highlights that the end of a project or product does not mean failure. Everything has a cycle: beginning, middle, and end. Recognizing when to end something responsibly is an essential skill in project management. Success lies in fulfilling its purpose, not in lasting forever. The end can also be a sign of success. Listen to the podcast to learn more!

Neste episódio, Ricardo reflete sobre o fim do ciclo do Skype. Criado em 2003 na Estônia, o aplicativo revolucionou a comunicação online, permitindo chamadas de voz gratuitas e sendo essencial para famílias, empresas e gerentes de projetos. Comprado por eBay em 2005 e pela Microsoft em 2011, o Skype perdeu espaço para soluções mais modernas como Zoom, WhatsApp e Teams. Ricardo destaca que o fim de um projeto ou produto não significa fracasso. Tudo tem um ciclo: início, meio e fim. Reconhecer o momento de encerrar algo com responsabilidade é uma habilidade essencial na gestão de projetos. O sucesso está em cumprir seu propósito, não em durar para sempre. O fim também pode ser um sinal de sucesso. Escute o podcast para saber mais!

In this insightful episode of Limitless Podcast, Dr. Matthew Preston & Dr. Thaon Simms welcome back My Money JA CEO Randy Rowe for a comprehensive market discussion!

Sébastien Page explores how great leaders navigate failure, conflict, pressure, and purpose. — YOU'LL LEARN — 1) How agreeableness holds you back 2) How to know whether a goal is still worth pursuing 3) How to make stress work for you Subscribe or visit AwesomeAtYourJob.com/ep1056 for clickable versions of the links below. — ABOUT SÉBASTIEN — Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. Page has written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. His latest book, The Psychology of Leadership, is on sale now from Harriman House. Page lives in Maryland with his wife and kids.• Book: The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! • LinkedIn: Sébastien Page• Website: PsychologyofLeadership.net — RESOURCES MENTIONED IN THE SHOW — • Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins • Book: Never Finished: Unshackle Your Mind and Win the War Within by David Goggins • Book: Open: An Autobiography by Andre Agassi • Book: Quit: The Power of Knowing When to Walk Away by Annie Duke • Book: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier • Book: The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey • Past episode: 727: How to Start Something New and See it Through with Michael Bungay Stanier— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making. Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 4:51 AI Truths 9:05 Digital Twins and AI as Teammates 14:02 Liza's GRACE Framework 16:31 Evolution of Jobs 26:40 Empathy in AI Adoption 39:20 Making AI Work for Business 44:17 Closing Remarks and Resources   About Liza Adams: Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.  Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the “50 CMOs to Watch.” Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.   Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter:    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially in volatile markets. He shares his personal motivation for helping clients navigate retirement, emphasizing the need for a solid income plan and the challenges surrounding Social Security. The conversation also highlights the significance of uncovering inefficiencies in investment portfolios to enhance financial security during retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The AI Index Report 2025, published annually by Stanford University, is a key global reference that tracks the progress, trends, and impact of artificial intelligence. In this podcast, Ricardo highlights how AI is advancing rapidly, reshaping industries, and demanding new skills from professionals, especially in project management. He emphasizes the growing influence of AI on productivity, innovation, and education, as well as its ethical challenges and global implications. The report shows that AI is no longer hype, but it's a transformative force shaping our work, society, and future, requiring leaders to adapt with agility and strategic vision. Listen to the podcast to learn more!

O AI Index Report 2025, publicado anualmente pela Universidade Stanford, é uma referência global fundamental que acompanha o progresso, as tendências e o impacto da inteligência artificial. Neste podcast, Ricardo destaca como a IA está avançando rapidamente, remodelando indústrias e exigindo novas habilidades dos profissionais, especialmente em gestão de projetos. Ele enfatiza a crescente influência da IA ​​na produtividade, inovação e educação, bem como seus desafios éticos e implicações globais. O relatório mostra que a IA não é mais uma moda passageira, mas é uma força transformadora que molda nosso trabalho, nossa sociedade e nosso futuro, exigindo que os líderes se adaptem com agilidade e visão estratégica. Escute o podcast para saber mais!

Tripp Limehouse discusses the importance of having a solid financial plan to navigate the current economic uncertainties. They emphasize the need for a resilient mindset, effective portfolio management, and strategic tax planning to ensure a successful retirement. The discussion also covers the significance of understanding market history and the potential benefits of Roth conversions in a fluctuating market. In this episode, Tripp Limehouse discusses the importance of fiduciary financial planning, emphasizing tax strategies and the incorporation of personal values in financial decisions. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

As the weather warms up and everything starts to bloom, it's the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.You'll learn:What to ditch from your monthly budgetHow to refocus your short, mid, and long-term financial goalsSmart ways to rebalance your investmentsHow to use this year's tax return to plan better for next yearTips to organize your documents and protect your financial lifeFor the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

In this episode, Ricardo explores the concept of “Risk Lensing”, the idea that risk is shaped by individual perceptions rather than objective data. He uses the example of a child climbing a tree to show how various people can have different perspectives on the same event. Understanding how stakeholders view opportunities and risks is more important for effective risk management than formulae or spreadsheets. Ricardo places a strong emphasis on cooperation, empathy, and listening. Asking people what really troubles them is a good way to manage risk since risk exists in the minds of those engaged, not the project. Listen to the podcast to learn more!

- DMSO and Its Effectiveness in Cancer Treatment (0:00) - Health Ranger Store's Mission and Product Development (3:34) - Natural Healing and Regenerative Capabilities (6:20) - Therapeutic Peptides and DMSO (15:53) - Preserving Knowledge and Combating Depopulation (36:56) - Incubation Experiment with Chemtrail Sample (38:42) - Special Report on Forbidden Cures (49:38) - Gold and Silver as Safe Havens (1:10:10) - Four Chan Exposed as Mossad Intelligence Front (1:10:24) - Gold and Silver Investment Advice (1:14:00) - Gold Market Patterns and Investment Strategies (1:24:09) - Book Review: "The Big Drop" by James Rickards (1:26:30) - Economic Challenges and Trade Embargoes (1:33:45) - Interview with Chris Sullivan on Financial Markets (2:21:40) - Asset Allocation and Investment Strategies (2:21:57) - The Role of Digital Assets in Portfolio Management (2:30:18) - The Future of Crypto and Digital Assets (2:31:09) - The Great Taking and Financial Freedom (2:36:15) - Conclusion and Final Thoughts (2:36:34) - Introduction and Song Teaser (2:36:52) - Lyrics and Themes of the Song (2:37:25) - Economic and Political Impact (2:37:37) - Final Lyrics and Emphasis (2:38:24) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Tune in to hear:What is Rudyard Kipling's poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualities of the investors who fare best in turbulent markets?What roles does EQ (Emotional Intelligence) play in investment decision making?What are some practical steps for remaining calm in a churning world?Why is “sleeping on it” such powerful advice when it comes to investment decision making?How can we anchor to non-financial metrics to regain a measure of control during market downturns?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1048-U-25099