Podcasts about private clients

Send us a text if you want to be on the Podcast & explain why!Want to become a successful personal trainer? SUF CPT, SUF STM, SUF NC will help trainers build the streams of revenue, confidence and teams to become successful making over $100,000/ year.Random circuits look creative, but they usually produce one thing fast: tired clients who are not getting stronger. We break down a clean, repeatable way to design small group training programs using movement patterns and a simple circuit template (CCA) that you can run in almost any environment, from a fully equipped gym like Lifetime or Equinox to a smaller studio with limited stations. If you coach personal training and want better flow, better progressions, and fewer “what do I do next?” moments, this is your playbook.We talk through how to build full body strength sessions even when clients think they only want glutes, abs, or arms. The secret is pairing core lifts with accessories that do not steal force production from the main pattern. You will hear practical examples for groups of three where everyone shares the same squat, pull, and plank patterns, plus ways to swap variations when you do not have enough racks or pull-up bars. We also cover rotating stations, where the coaching focus goes, and how to keep accessories engaging without turning the workout into a circus.Then we get honest about a common mistake in small group fitness classes: mixing heavy lifting with early cardio. When conditioning comes first, strength output drops, loads drop, and results slow down. We explain how to place jumps and power work for fast twitch recruitment, when to save cardio for a game or a finisher, and how to make five-person circuits work without compromising performance. Finally, we zoom out to programming systems like progressive overload, simple testing on day one and day 30, and monthly templates that help clients chase PRs and stay bought in.If you found this helpful, subscribe, share it with a trainer friend, and leave a review with your biggest small group training challenge so we can tackle it next.Want to become a SUCCESSFUL personal trainer? SUF-CPT is the FASTEST growing personal training certification in the world!Want to ask us a question?  Email info@showupfitness.com with the subject line PODCAST QUESTION to get your question answered live on the show!Website: https://www.showupfitness.com/Become a Successful Personal Trainer Book Vol. 2 (Amazon): https://a.co/d/1aoRnqANASM / ACE / ISSA study guide: https://www.showupfitness.com

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton from Private Clients by Old Mutual explains why earnings matter more than headlines when assessing investment opportunities.

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them' – Sean Ashton, Private Clients by Old Mutual.

When Brian died, Adrienne thought there was a will.They had talked about it. He told her it was done. It wasn't until after he died that she learned there was no will—and felt the rug pulled out from under everything she thought had been planned for her family's future.What followed wasn't just grief. It was probate, paperwork, debt, uncertainty, and a thousand questions Adrienne never expected to answer while trying to keep her family afloat.In this deeply personal episode, Adrienne shares what the past few months have really looked like: widow brain, decision fatigue, financial uncertainty, and the guilt and shame that can come with money struggles. If you've ever lost someone, worried about what would happen if you did, or found yourself responsible for things you never planned to manage, this conversation is for you.Send us Fan MailFor those who have reached out asking how to support Adrienne and her family during this time, click here to donate. There is absolutely no expectation—just sincere gratitude.We Didn't Plan For This Special SeriesThis series exists because so many of you reached out and said, “I didn't plan for this either.”If you've gone through a diagnosis, a loss, a life change, a career shift, a divorce, becoming a caregiver, moving, starting over — we want to hear your story.You don't have to have it figured out. You just have to be willing to share honestly.How Yoga Changed My Life a PodcastSend Us Your Stories!If you have a story about how yoga, meditation, breath work, journaling, or movement changed your life, we want to hear from you! These podcasts are really about the same thing — how people move through the seasons of life they didn't plan for, and what helps them along the way.If you'd like to be on the show or share your story:  Fill out our guest form or email us at yogachanged@gmail.com Follow us on TikTok:https://www.tiktok.com/@yogachanged...

Bongani bingwa speaks to Alan Shannon, Executive of NPW, Private Clients and Small Business at Nedbank about on the return of Nedbank business ignite. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

Time passes equally for all of us, yet our experience of it can feel vastly different. An hour spent with someone you love can disappear in an instant, while a few minutes of waiting can feel endless.In this guided meditation, Chris Kennedy invites you to explore the difference between clock time and lived time. Through breath, awareness, and gentle reflection, you'll be guided away from deadlines, schedules, and urgency—and back to the present moment where life is actually happening.Whether you're feeling rushed, stuck, overwhelmed, or simply longing to slow down, this practice offers a chance to step beyond the clock and reconnect with the richness of now.Take a breath. Let go of the need to keep up. For the next few minutes, there is nowhere else to be.Send us Fan MailFor those who have reached out asking how to support Adrienne and her family during this time, click here to donate. There is absolutely no expectation—just sincere gratitude.We Didn't Plan For This Special SeriesThis series exists because so many of you reached out and said, “I didn't plan for this either.”If you've gone through a diagnosis, a loss, a life change, a career shift, a divorce, becoming a caregiver, moving, starting over — we want to hear your story.You don't have to have it figured out. You just have to be willing to share honestly.How Yoga Changed My Life a PodcastSend Us Your Stories!If you have a story about how yoga, meditation, breath work, journaling, or movement changed your life, we want to hear from you! These podcasts are really about the same thing — how people move through the seasons of life they didn't plan for, and what helps them along the way.If you'd like to be on the show or share your story:  Fill out our guest form or email us at yogachanged@gmail.com Follow us on TikTok:https://www.tiktok.com/@yogachanged...

In der 366. Episode von Irgendwas mit Recht spricht Marc mit Dr. Florian Oppel. Florian ist Partner bei YPOG und berät vermögende Privatpersonen sowie Familienunternehmen. Er berichtet von seinem Werdegang und dem interdisziplinären Baukasten aus Steuerrecht, Erbrecht und Gesellschaftsrecht. Die Folge beleuchtet die strategische Gestaltung von Stiftungen und die Herausforderungen bei internationalen Nachfolgeprozessen. Florian erklärt die Bedeutung von Vertrauen und klarer Kommunikation in der exklusiven Mandatsarbeit. Zudem geht es um globale Trends wie die Wegzugsbesteuerung und nachhaltige Investitionsstrategien. Wie etabliert man sich als junger Jurist in diesem diskreten und komplexen Marktumfeld? Welche psychologischen Hürden müssen bei der Übergabe großer Vermögenswerte überwunden werden? Warum bevorzugen Mandanten oft rechtliche Sicherheit gegenüber einer riskanten Steueroptimierung? Und wie beeinflussen internationale Strukturen die Mobilität moderner Unternehmerfamilien? Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Folge von IMR. Viel Spaß!

Have you ever had a client (or caseload) that made you think “I could do this so much better if I just have my own space”? For today's guest, building her own private practice wasn't just about clinical freedom—it was about finally doing therapy the way she always knew it should be done. And the best part? She did it all while keeping her dream role within the school system.I'm so excited to introduce you to Sheila Cina, a speech-language pathologist and a valued member of the Grow Your Private Practice Program. Sheila is the owner and founder of The Talking Place, based in Minneapolis, Minnesota.Sheila's journey into private practice is a masterclass in intentionality. Through a mix of side gigs, cold calls, and a leap of faith, she built a practice that not only serves her ideal clients but also allows her to mentor over 100 SLPs in her district.In this episode, Sheila discusses how she went from doing books in her husband's basement to building a thriving practice, all while maintaining a flexible schedule and a collaborative network of colleagues.She specializes in compassionate, research-aligned, stutter-affirming therapy for children, teens, and adults. Her work centers on helping clients feel safe and empowered—reducing struggle around communication while honoring each person's voice exactly as it is. She is also a certified life coach, bringing a unique perspective to her therapy sessions.In Today's Episode, We Discuss:Her fluency specialtyThe surprising benefit of keeping a 0.2 school position even after going out on her ownBuilding a collaborative community of SLPs who refer to each other instead of competingSheila's story is proof that you don't have to choose between clinical integrity and a balanced life. She has built a career that allows her to specialize deeply, consult widely, and still have dinner with her husband a few nights a week. We are so lucky to have her as part of our community, and her journey is an inspiring example of what's possible when you decide to create a job that fits you.Want to build a private practice that gives you the freedom to design your ideal week? Learn more about our Grow Your Private Practice Program at www.GrowYourPrivatePractice.com.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned:Follow Sheila on:Instagram: instagram.com/thetalkingplacemn/Facebook: facebook.com/TheTalkingPlaceMNCheck out her website: ttpmn.comWhere We Can Connect:Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/

Hormuz, Markets and OpportunityIn this episode, Sean Ashton unpacks the market impact of tensions around the Strait of Hormuz, and what it reveals about how markets behave in periods of uncertainty.The discussion goes beyond the headlines to explore supply chain risk, energy markets and why markets often move ahead of the news cycle. It also highlights where potential opportunities may be emerging, particularly in sectors like technology, with companies such as Microsoft and NVIDIA trading at more attractive valuations following the recent sell-off.

Raymond Nel – Associate Director of Private Clients, Henley & Partners SAfm Market Update - Podcasts and live stream

AI, Platforms and the Battle for the CustomerIn this episode, we unpack one of the most important questions investors face today – how AI is changing the way customers make decisions, and what that means for the platforms and businesses that have historically controlled those journeys. It's a thoughtful discussion on disruption, market structure and long-term value creation, with clear implications for investors trying to separate hype from durable opportunity.

Expert Topic: AI boom or bubble? What it means for your investments in 2026 Guest: Guest: Sean Ashton, Head of Investments, Private Clients by Old Mutual

We're pleased to introduce Markets & Meaning, our new monthly podcast by Sean Ashton, Head of Investments at Private Clients. Each month, Sean steps back from the headlines to focus on the forces shaping markets and what they mean for long-term investors.In the first episode, Sean unpacks why elevated US equity valuations do not automatically signal a bubble, and what today's market concentration really means for investors. From the dominance of the 'Magnificent Seven' and the shift to capital-intensive AI investment, to diverging signals from Meta and Microsoft, the conversation cuts through the noise. He also explores geopolitics, productivity, and where selective long-term opportunities are emerging as investors look ahead to 2026.

In this week's episode of How Yoga Changed My Life, Adrienne and Natalie sit down with the brilliantly bold and refreshingly real Lara Heimann — physical therapist, yoga teacher, and founder of LYT Yoga — for a conversation that is equal parts empowering, educational, and entertaining.What started as a passion for helping people move better turned Lara into an accidental entrepreneur, reshaping the way thousands approach their bodies, brains, and belief systems.Together, Adrienne, Natalie and Lara explore:The powerful mind-body connection and how movement rewires the nervous systemWhy we need to quiet the “b*tch in our brain” — the inner critic that keeps us stuckHow intentional movement makes us better humans, friends, partners, and leadersWhat it really means to move with intelligence instead of punishmentThe ripple effect of self-awareness through yoga, therapy, and conscious choiceThis is a conversation about learning to listen, softening the inner noise, and choosing movement as a pathway to clarity, compassion, and confidence.**Bonus for Our Listeners!**Lara is offering an exclusive $5 for 5 weeks promo so you can experience her world of intelligent movement for yourself.

We get it—everyone wants results now. But what happens when we slow down, trust the process, and remember that yoga isn't about the timeline—it's about the transformation.In this week's episode of How Yoga Changed My Life a Podcast, Adrienne, Natalie, and Nora dive into one of the most common questions we hear as trainers and teachers: “How long will it take me to feel stronger? To look different? To lose weight?” We unpack what's really behind that question—the desire for progress, validation, and change—and how yoga helps us shift from chasing timelines to trusting the process.With humor, honesty, and a few eye-rolling “people be peopling” moments from the fitness floor, we explore how patience, consistency, and self-compassion can transform not just our bodies, but our mindset too.Now it's your turn—we know you've seen some wild, funny, or inspiring things at the gym. Send us your ‘people be peopling' stories! You can write in through Instagram @yogachanged or send us an email at yogachanged@gmail,com, and we might just share them on an upcoming episode!Send us a textWanna be on the show? Click here to fill out our guest info form or drop us a email at yogachanged@gmail.comFollow us on TikTok:https://www.tiktok.com/@yogachangedFollow us on Instagram:https://www.instagram.com/yogachanged/For more, go to https://howyogachangedmylife.comThe theme music for this episode, “Cenote Angelita”, was written and produced by Mar Abajo Rio AKA MAR Yoga Music. Dive deeper into this and other original yoga-inspired compositions by visiting bio.site/mcrworks. For the latest updates on upcoming events featuring his live music for yoga and meditation, be sure to follow @maryogamusic on Instagram.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.Joining them is Glen Frost, Partner in PwC's Private Clients team and leader of PwC's Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.They unpack:

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year' – Sean Ashton, Private Clients, Old Mutual Wealth.

What if starting private practice this fall could change your career — without quitting your job?This episode is all about why fall is the perfect time to start seeing private clients. Many clinicians have been thinking about private practice for months or even years, but something keeps holding them back: timing, confidence, or clarity.In today's podcast, I'm sharing 5 reasons why fall is the absolute best time to start building your private practice, even if you're still working your regular job — and I can tell you this: starting small now can create massive momentum by spring.In Today's Episode, We Discuss: Why fall is a strategic season to launch your practiceHow parents and teachers are actively seeking supportWays to start small without quitting your jobHow to build an exit strategy on your termsHere's what I want you to remember: you don't have to wait for “perfect timing” or “someday.” Every month you hesitate is a month you could have been building income, confidence, and freedom. Starting small this fall can create momentum that lasts all year.Want to take the first step toward your private practice this fall? The Start Your Private Practice Program is designed to help you get started on a solid legal foundation, with marketing systems in place, and the ability to bill via private pay, insurance, Medicare, or Medicaid. Over 3,500 SLPs and OTs have started their private practices with our support. To learn more, please visit www.StartYourPrivatePractice.com.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more. Where We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/Mentioned in this episode:The See Private Clients Challenge starts September 15th!Sign Up Today --> SeePrivateClients.com

What if the very thing you think will burn you out… is actually the thing that saves your career?Burnout is everywhere in our field. And here's the hard truth: burnout is the single greatest threat to you staying in this profession — the very profession you spent years of your life and tens of thousands of dollars in grad school to join.That's why today's episode is such an important one. We're talking about how private clients aren't the cause of burnout — they're actually the path out of it.So many SLPs and OTs believe that adding private clients would just stretch them thinner. But here's the truth: it's not the therapy that's exhausting you — it's the system. Overloaded caseloads, endless paperwork, lack of flexibility, and feeling undervalued are what's draining you.Instead of running on empty, you finally get to create a career that fuels you, both personally and professionally.Inside the Start Your Private Practice Program, I've seen this transformation over and over again. So many students came in ready to leave the field altogether, but private practice reignited their passion. They're working fewer hours, earning more, serving clients they love and most importantly, loving their careers again.In Today's Episode, We Discuss:Why burnout is the #1 threat to your careerThe real cause of burnoutHow private practice restores control, balance, and fulfillmentBest time to take your first step into private practiceHere's what I want you to remember: you didn't come this far, invest this much, and work this hard just to burn out and walk away. Private practice can be your way back to freedom, fulfillment, and loving your career again.Want to take back control of your career and finally escape burnout? The Start Your Private Practice Program is where I'll help you set up your first private clients so you can work less, earn more, and love being a clinician again. To learn more, please visit www.StartYourPrivatePractice.com.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more. Where We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/

Building and selling a company is hard—but managing wealth afterward is a completely different challenge.Jay Jacobs knows this firsthand. An OG member of The Lifestyle Investor Mastermind, and my very first Private Client, Jay founded RAPID Manufacturing in 2001 and grew it over 17 years into the world's largest prototype sheet metal manufacturer and the second-largest prototype CNC machining business. RAPID's success was fueled by leveraging modern technology—and after selling the company for 9-figures, Jay launched Paperless Parts to give other manufacturers access to the same kinds of tools. Today, Paperless Parts is the #1 quoting and estimating software in manufacturing, with $25M ARR.But even with all that success, Jay faced a new reality after his exit: the skills that made him a world-class entrepreneur weren't the same ones he needed to protect and grow his wealth.As an entrepreneur, he was used to taking calculated risks, moving fast, and having full control over outcomes. As an investor, the rules were different—success meant slowing down, saying “no” more often than “yes,” and trusting others to be good stewards of his capital. The optimism and risk tolerance that served him in business could quickly become liabilities in investing.In this conversation, he shares how he made that transition—building a passive income stream to replace his paycheck, creating guardrails to avoid costly mistakes, and designing a life filled with impact, travel, and passion projects. You'll hear the mindset changes that guide his decisions, the relationships that open up high-quality deal flow, and the lessons that can help you avoid the costly mistakes that wipe out fortunes.In this episode, you'll learn: 1.) Why the skills that build a company aren't the same ones that grow and protect wealth—and how to make the shift from entrepreneur to investor.2.) The strategy behind Jay's leap from a 9-figure exit to building a $25M ARR industry leader in manufacturing software.3.) The lifestyle design strategies Jay uses to turn passions into profitable ventures and create unforgettable life experiences.Show Notes: LifestyleInvestor.com/252Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode, we'll look into some of the biggest changes in the world of compensation and benefits including those from the One Big Beautiful Bill Act (OBBBA), as well as some of those from the first and second SECURE Acts. We welcome Dave Graf, a leader in the Private Client practice at Forvis Mazars who specializes in qualified retirement plans. 

Featuring Greg Limb, Global Head of Family Office & Private Client, KPMG International; Maarten Merkus, Tax Partner, KPMG in the Netherlands; Grant Ashbrook, Tax Partner, KPMG in the UK; and Hannah Keens, Director, Family Office and Private Client, KPMG in the UK.

On January 1, 2025, Brad was named President and CEO of Clearstead, succeeding longtime partner David Fulton who has assumed the role of Chairman Emeritus. As CEO, Brad is now leading a larger and more complex firm than existed ten years ago, with revenues and earnings having grown significantly and the number of employees and assets under advisement increasing several times. The firm has acquired eleven firms in the past ten years and has added capabilities in tax compliance and financial planning while also forming Clearstead Trust, a nondepository trust company. Brad's appointment as CEO was part of a longstanding management succession plan at Clearstead. He will continue to be instrumental to strategic initiatives at Clearstead, including accelerating organic growth through the addition of new channels and holistic service offerings, investing in technology to improve the client and advisor experience, and expanding our geographic footprint through integrating strategic acquisitions. Brad holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and joined Clearstead in 2016. Brad has held positions in the private client and institutional groups at the firm and has served as President from 2023 to the present. Since 2018, he has run the firm's Private Client and Trust practices. Brad has over 25 years of experience in wealth advisory and investment management, having held positions with two major financial institutions prior to joining Clearstead. Prior to joining Clearstead, Brad was a Senior Vice President with Hawthorn/PNC Family and Key Private Bank. Brad began his investment career at McDonald & Company, a regional broker/dealer and investment bank. Brad earned a BSBA degree in finance from John Carroll University. He is a Chartered Financial Analyst charter holder and a member of the CFA Society of Cleveland. Brad is a member of the Chartered Alternative Investment Analyst Association and has earned the use of that designation.

I've been teaching yoga full time for 20 years, and most of that time I taught at least 15 private yoga sessions each week; for a decade that number was closer to 25 per week! I have a lot of experience in teaching private sessions! And when you've been doing something that often for that long, you start to develop some specific opinions... or, I certainly did! Today we are diving into some unexpected hot takes about teaching private clients!  In this episode, you'll hear: why seeing a student multiple times a week is not great for business how encouraging commitment is beneficial for your student AND your business why every student should feel like a “difficult” student Resources mentioned in this episode: 3 Steps to Teach Better Private Lessons Video Series two effective strategies for booking private clients TEMPLATES The Science of the Private Lesson online course  

A new stage production that's been inspired by the writer's own experience as an inmate. Academy Award winning playwright and director Terry George served a sentence in Long Kesh jail near Lisburn in the 1970s and his time there - when a number of successful and unsuccessful escape attempts were made. These inspire The Tunnel, a play which is being staged in Ireland for the first time, at the Lyric Theatre Belfast. Neil McCormick pays tribute to co-founder of Black Sabbath and 'Prince of Darkness' Ozzy Osbourne, discussing his musical legacy, and his final concert which raised £140 million for charity.Composer Jay Capperauld tells us about the 19th century Austrian composer Anton Bruckner's fascination with death and death masks, which has inspired his own work Bruckner's Skull, which is being performed at The Proms this Friday. And what can museums and galleries do to curb the accidental damage being done to priceless artworks by visitors who want to take selfies? Melanie Gerlis of The Art Newspaper and Robert Read, Head of Art and Private Clients at Hiscox Insurance discuss. Presenter: Kirsty Wark Producer: Mark Crossan

Silicon Valley chipmaker and AI bellwether Nvidia breaks records on Wall Street, while closer to home Bega winds down its peanut group MARKET WRAP: ASX200: Up 51 points to 8,589 GOLD: $3,326.52 USD/oz BITCOIN: $169,371 CURRENCY UPDATE: AUD/USD: 66 US Cents AUD/GBP: 48 Pence AUD/EUR: 56 Euro Cents AUD/JPY: 95 Yen AUD/NZD: $1.09 NZ See omnystudio.com/listener for privacy information.

Metcash – the largest operator of IGA stores – has said the illegal tobacco trade is hurting its bottom line. MARKET WRAP: ASX200: down 0.36%, 8474 GOLD: $3,363 US/ounce BITCOIN: $159,214 AUD Energy & Utilities rose on war threats: Woodside was flat, with Santos 1% higher, with LNG seller Origin also lifting just under 1%. Metcash rose 2.7% after revealing an 8.9% uplift in group revenue to $17.3 billion. BWP Trust rose 1.9 per cent to $3.65 Reece Holdings up more than 2% to $16.57 TPG and Medibank rose more than 1% ANZ Bank fell 0.6%, National Australia Bank shed a few cents to close at $38.88. Fortescue gave up 1% BHP fell 1.5% per cent to $35.64 Rio Tinto fell marginally but still closed above $100 a share at $101.83. Drone Shield fell more than 4% to $1.83 CURRENCY UPDATE: AUD/USD: 63.9 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.

Kim Moody, Tax Expert, Founder of Moody's Private Client and Author of "Making Life Less Taxing", joins Greg to talk about how the federal government is depending on increased tax penalties to help pay for its spending Learn more about your ad choices. Visit megaphone.fm/adchoices

Many people spend their entire lives building wealth and security, but end up leaving everything they've built tied to a single country, exposing themselves to unnecessary risk. This is exactly why my Private Clients and I utilize a time-tested strategy called "flag planting." In this episode, I outline how you can do the same legally, efficiently, and confidently, no matter where you're starting from. Enjoy! IN TODAY'S EPISODE: Tune in to discover the nine critical flags you must plant now to shield your life from collapsing systems. Listen in to better understand why holding all your assets in USD, CAD, or any fiat currency is financial suicide. Discover how global censorship and surveillance are crushing democracy in the West. Find out why renouncing US citizenship is no longer a fringe idea but a critical step for Americans serious about protecting their wealth. STAY IN TOUCH! Stay in touch with the latest news affecting the expat world and a steady stream of my thoughts and opinions on geopolitics by subscribing to our newsletter. You will receive the EMS Pulse newsletter and the weekly Expat Sunday Times; sign up now and receive my FREE special report, “Plan B Residencies and Instant Citizenships.”   RELATED EPISODES 348: Birth Tourism: How To Secure Your Family's Future – Mike Qu 341: AI, Inflation & Economic Collapse: The Future Of Money – Thorsten Wittmann 324: Why An Offshore Plan-B Is The Best Insurance Against Politics Mentioned in this episode:Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I've partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you're serious about protecting your wealth, get the details now at ExpatMoney.com/goldOffshore Gold & SilverNo Plan-B Without the LanguageIf you're planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn't optional. It's protection. It's access. It's power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

If you've been feeling stuck, stretched thin, or dreaming of finally starting your private practice, then this episode is your summer nudge!Stop waiting for the perfect time, it's already here! You don't need to quit your job, you just need a plan! And that's exactly what I'm talking about today.In this episode, I'm talking about why summer is the best time to start seeing private clients and what you need to put in place now to make it happen.In Today's Episode, We Discuss:Why summer is the best time to start your private practiceWhat you need (and don't need) to get startedMy free 3-day training series taking place in MayWhen fall comes around, I don't want you to be filled with the usual dread. This is your time to build your dream practice, and I am here to help you! To register for my free 3-day training, See Clients This Summer, head over to planyourprivatepractice.com.Resources Mentioned: Want to see clients this summer? Join our free, 3-day training series: www.PlanYourPrivatePractice.comWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Connect on Facebook: https://www.facebook.com/groups/slp.private.practice.beginners/Mentioned in this episode:Register for the "See Clients This Summer" Free Training Event --> www.PlanYourPrivatePractice.com

Are you worried about the future of your wealth? You're not alone. Sweeping reforms to pensions, inheritance tax, business relief, and agricultural relief are coming in 2026 and 2027 — and they could have a major impact on your estate and the legacy you leave behind. In this must-listen episode of The Retirement Café Podcast, I'm joined by Lucy Obrey, Partner and Head of Private Client at Higgs LLP, to break down what these proposed changes really mean for business owners, landowners, and pension holders — in other words, most of us. You'll learn:

Private Clients partner Theresa Balducci and corporate associate Adam Unger are joined by Matt Joyce, 14-year veteran of Major League Baseball and one-time Major League Baseball All-Star, to discuss issues faced by professional athletes in managing their personal finances. Matt shares his personal experiences, both during and after his tenure as a professional athlete. The podcast discusses how to engage in strategic financial planning and have a long-term mindset if you are in a position of coming into a significant amount of money. The podcast further discusses the importance of retaining and engaging reputable professionals, including a lawyer, investment manager and an accountant, particularly when considering potential investment opportunities. Theresa, Matt and Adam highlight that professional athletes, for whom risk-taking is the norm, need to consult with seasoned professionals to minimize potential risks in new investment opportunities and to draft documents critical for asset protection including a will, power of attorney, health care proxy and a pre-nuptial agreement. Theresa elaborates on how professional athletes can achieve their financial goals, including asset growth and protection and tax planning, at different life stages.Music by Michelangelo Sosnowitz

Discover the most powerful investment you can make according to financial strategist Mark Murphy - investing in yourself. Learn how focusing on your own talents, education and network can yield the highest returns for your career and life. Gain insights from Mark's own journey growing his firm to over $2 billion in assets under management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Linter, Global Head of Private Enterprise Tax, Tax & Legal, KPMG International, and Partner, KPMG in the UK; Greg Limb, Global Head of Family Office and Private Client, KPMG International, and Partner, KPMG in the UK; and Camilla Cullinan, Tax Partner at KPMG in Ireland and KPMG's EMA Head of Family Business, explore wealth and succession taxes and key considerations for private companies.

If you want to get into private practice with purpose and confidence, this episode is for you! My guest today is Eliana Provenzano-Lewis. Eliana is a bilingual speech-language pathologist with a pediatric private practice in Tulsa, Oklahoma. She started Monarch Speech and Language Therapy in 2023 after feeling determined to explore different work environments.Using what she learned in the Grow Your Private Practice program, Eliana is expanding her services to include parent coaching, educational workshops, and plans for hiring other therapists to grow her reach.In this episode, Eliana shares the challenges and triumphs of private practice, as well as how she's creating a flexible career that aligns with her values and family life.Eliana is a nationally certified and state licensed Bilingual Speech-Language Pathologist in the state of Oklahoma. She received a double bachelor's degree in Communication and Sciences Disorders and Spanish. She then completed her Master's degree of Science, in Communication Sciences & Disorders. Eliana earned all her degrees at Oklahoma State University, in Stillwater, Oklahoma. Eliana's area of special interests include working with Early Intervention and Bilingualism (Spanish/English). Additionally, Eliana is very passionate about using a whole-child, and family-centered approach by teaching, advocating, and assisting caregivers with getting their child all the support they need across multiple environments (home, school, community) as soon as possible. During her free time, Eliana enjoys spending time with family and friends, enjoying time outdoors, exercising, listening to audiobooks, cooking, being a plant and dog mom, and trying new restaurants in the Tulsa area with her Husband, Dereck. In Today's Episode, We Discuss:Eliana's background in SLP and what it was like graduating during the pandemicHow she embraced her niche of bilingual therapyEliana's advice for balancing school contracts and private clientsHow a client-first approach takes the pressure off of marketing yourselfThe inspiration behind Eliana's practice and what it means to her and othersI hope Eliana's story inspires you to take the first steps toward building a practice that will give you the kind of life you've always wanted! If you'd like to learn more about our programs and how we support SLPs and OTs in starting and growing their practice, just like Eliana did on her journey, please visit www.independentclinician.com/resources.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned: Learn more about our Private Practice Programs: www.independentclinician.com/resourcesCheck out Eliana's practice: www.monarch-tulsa.comFollow Monarch Speech on Instagram: https://www.instagram.com/monarchtulsa/Where We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram:

Jeff Sweenor, President and CEO of Sweenor Builders, joins Nick to discuss the rollercoaster of experiences in the construction industry, sharing insights on managing challenging client relationships, the importance of strategic marketing, and the invaluable support found in peer-to-peer groups like Builder 20. https://sweenorbuilders.com   Partners:  Andersen Windows Buildertrend Velux The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

Rideshare Rodeo Podcast (episode 407) This weeks podcast guest is Jeff, who runs the YouTube channel (@MicDropBBQ). Jeff and I discuss private clients. Why are the needed? How do you get them? As an Indpendent Contractor can I get in trouble for having private clients?   

Join the Relationship Chaos to Clarity Bootcamp (for women who are currently in a destructive relationship and want a way forward) leanneoaten.com/claritybootcamp   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Join the Healing After Abuse and Divorce Newsletter https://awakeningwomensupport.ck.page/439a377c2b   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: www.facebook.com/awakeningwomenofficial/ Leanne Oaten is a former Registered Professional Counsellor with a backgorund in Counselling Psychology and has over 11 years of experience counselling and coaching women. Over the past 6+ years, she has focused her expertise on educating and helping women identify narcissistic abuse break free from destructive relationships, and transform their lives on the other side of divorce. You can find out more about her and her offerings at leanneoaten.com

Join the Relationship Chaos to Clarity Bootcamp (for women who are currently in a destructive relationship and want a way forward) leanneoaten.com/claritybootcamp   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Join the Healing After Abuse and Divorce Newsletter https://awakeningwomensupport.ck.page/439a377c2b   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: www.facebook.com/awakeningwomenofficial/ Leanne Oaten is a former Registered Professional Counsellor with a backgorund in Counselling Psychology and has over 11 years of experience counselling and coaching women. Over the past 6+ years, she has focused her expertise on educating and helping women identify narcissistic abuse break free from destructive relationships, and transform their lives on the other side of divorce. You can find out more about her and her offerings at leanneoaten.com

Have you been thinking about seeing your own clients to earn extra money this year? If the answer is yes, this episode of Private Practice Success Stories is for you!Starting my private practice was one of the most transformative decisions of my life. In addition to a $24k raise, it brought about immense satisfaction to me and my clients and also saved me from the grips of burnout, something that you might be able to relate to. In this episode, I'm sharing how I started my private practice, and how you already have the skills and knowledge to do the same so you can take control of your career and financial freedom.In Today's Episode, We Discuss:The story of how I earned an extra $24k in addition to my hospital salaryWhy relying solely on budgeting isn't enoughHow learning to earn more money is your best strategy for financial empowermentSeeing private clients allowed me to build a financial safety net for my family, and it was the best decision I ever made. I hope this episode inspired you to take the next step in your own journey to further your financial freedom!Want help to plan a private practice that can help YOU earn $24,000 "on the side?" Please visit: PlanYourPrivatePractice.comWhether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned: Get help planning your private practice: http://www.PlanYourPrivatePractice.comWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Connect on Facebook: https://www.facebook.com/groups/slp.private.practice.beginners/Mentioned in this episode:Our big FREE event, Private Practice Bootcamp, starts on September 23rd. To register, Just head on over to PlanYourPrivatePractice.com and sign up. That link will take you directly to the Private Facebook Group where Bootcamp takes place. See you in Bootcamp!

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients

Rideshare Rodeo Podcast (episode 389) Gig App Workers, lets talk about upping your game, and being the independent contractor you already are. FREE Uber Lyft Rideshare Insurance quote that could drop your rate: https://www.voominsurance.com/rideshare-insurance?utm_medium=banner&utm_source=rs-rodeo .:: BEST CLOUD BASED DASHCAM (use code: RODEO save $10/month) ::. https://displayride.com .:: Doordash not making you money TRY 'DLiVRD' ::. https://dlivrd.io

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

It seems like every day, a Private Client or subscriber to our newsletter asks me about El Salvador. I can't say I necessarily blame them; with everything Bukele has done, from turning around the violent crime situation to legalizing Bitcoin, there are plenty of reasons for expats to take an interest in the direction of this emerging Latin American country.  But having not been to El Salvador myself for twenty-some-odd years, I decided to take a long weekend trip down there to meet up with a few business contacts and check out how things had progressed since I had last hitchhiked through it as a much younger man. This episode is my full report from the trip and my thoughts on El Salvador's potential for expats.  TODAY'S EL SALVADOR TRIP REPORT: Hear about the good (I'm still thinking about the pupusas!), the bat (that's not a typo…), and the ugly of my hotel and Airbnb stays in El Salvador. Listen in for the inside scoop on some of the quite frankly terrible things I learned about El Salvador for expats, which mostly centers around the unfavourable tax situation. What about the visas? Tune in as I discuss all the available options for expats to live legally in El Salvador. Is Bukele really going to be giving out 5,000 “free passports,” as he proclaimed in a tweet? Hear what my El Salvadoran insiders had to say. How does the proposed $1 million “Freedom Visa” stack up to other regional citizenship-by-investment programs? Hear my thoughts on this pricey offer. What about company structures? I dissect whether El Salvador could be a viable option for forming offshore companies. How does El Salvador's banking system stack up to its neighbours? Discover what I learned about finance in the nation. Lastly, hear my final analysis of whether El Salvador could serve as a potential Plan-B destination for expats.  DON'T MISS THIS YEAR'S EXPAT MONEY SUMMIT! Whether you're brand new to the expat world or fully along the way to crafting your Plan-B, the Expat Money Summit is a can't-miss event. This event is fully online from Oct. 7-11 and features experts on second passports and residencies, offshore wealth protection, international real estate, insights on geopolitics, and so much more. It features headline speakers like Doug Casey, Dr. Ron Paul, Marc Faber, Tom Woods, Scott Horton, Tom Luongo and more! Grab your complimentary ticket now at expatmoneysummit.com! SIGN UP FOR OUR NEWSLETTER You would have heard some tidbits about my trip already had you been subscribed to our newsletter. Not only will you receive the EMS Pulse newsletter and the weekly Expat Sunday Times, but sign up now, and you'll

In this episode, Jason Wojo discusses his journey in entrepreneurship, transitioning from CEO to focusing on events and private clients. He emphasizes the importance of staying in one's zone of genius and delegating tasks to achieve better results. Jason also shares insights on sales strategies, lead quality, and the value of building a strong network in business.Follow the Host:Collin Mitchell (Partner, Leadium)Our Episode Guest:Jason Wojo (CEO, Wojo Media)Sponsored By:Leadium | The leader in outbound sales appointment setting*If you'd like to be a guest on the show or have any questions, email us at guest@salestransformation.co - Just tell us why you're reaching out and we'll contact you as soon as we can!

Apply for the Girl on Fire mastermind here! We're doing something BIG today! I'm sharing the top 3 tips (and a few bonus ones) I gave my private, high-level clients last week. From getting out of your own head, to tapping into your most abundant self, and so much more, this advice is golden. Get ready to take notes!