Podcasts about securities

I always say the most valuable people to interview are capital allocators, because they have to answer to their clients for their market calls.They are judged not by their opinions, but by their results.Today, we're fortunate to hear from one of the most-respected capital management firms in the world: Grantham, Mayo, Van Otterloo -- which was co-founded by the great investor Jeremey Grantham and currently manages over $65 billion of client assets.Specifically, we're sitting down with John Thorndike Co-Head of Asset Allocation, who co-manages GMO's Dynamic Allocation & International Value ETFs.We'll discuss GMO's outlook for 2026 and where the firm sees the biggest risks & opportunities for investors.John sees that International Value stocks are set to outperform US Growth stocks in coming years.To find out why, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHere are the ETFs John mentions in this video:- GMOD: https://www.gmo.com/americas/product-index-page/multi-asset-class/dynamic-allocation-strategy/dynamic-allocation-etf/- DRES: https://www.gmo.com/americas/product-index-page/equities/domestic-resilience-strategy/domestic-resilience-etf/?accept=Funds- GMOI: https://www.gmo.com/americas/product-index-page/equities/international-opportunistic-value-strategy/international-value-etf/- GMOV: https://www.gmo.com/americas/product-index-page/equities/u.s.-opportunistic-value-strategy/u.s.-value-etf#valueinvesting #internationalinvesting #jeremeygrantham_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the dangers (and perks) of credit cards.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardListen to the Scripture Memory PodcastSee the show notes here!Wealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

My guest is Dr. Jennifer Groh, PhD, professor of psychology and neuroscience at Duke University. She explains how our brain encodes sights and sounds and integrates them so we can navigate and understand the world around us. She explains what thoughts really are and how what you focus on determines your thoughts, not just in that moment but your future thoughts too. We discuss this in the context of how to improve your level of focus and happiness and how to complete tasks and task-switch more effectively. We also discuss how you can rewire the neural circuits that underlie your default patterns of thinking and attention. Sponsors AGZ by AG1: https://drinkagz.com/huberman Lingo: https://hellolingo.com/huberman Wealthfront*: https://wealthfront.com/huberman Our Place: https://fromourplace.com/huberman Helix Sleep: https://helixsleep.com/huberman LMNT: https://drinklmnt.com/huberman Timestamps 0:00 Jennifer Groh 3:41 Sounds & Vision, Sensory Integration; Dynamic Maps 7:42 Context & Mapping; Screens, Projection & Perception, Ventriloquists 13:52 Sound Localization 16:53 Sponsors: Lingo & Wealthfront 19:50 Hearing Loss & Sound Localization, Ear Folds 21:56 Unfamiliarity of Hearing Your Own Voice; Tool: Bone Conduction Headphones 26:16 Tool: Headphone Volume & Protecting Hearing 28:57 3D Sound, Sound Distance, Thunder, Earthquakes 37:24 Sound Integration; Sound Frequency & Distance, Warning Signals 44:36 Sponsors: AGZ by AG1 & Our Place 47:39 Music, Rhythm, Community & Emotion 57:00 Music, Military; Courtship; Evolution of Music & Language 1:02:37 Ears, Visual & Auditory Integration, Sound Localization 1:09:48 Evolution of Visual & Auditory Systems, Music; Brain Controlling Vision 1:15:17 Sponsor: Helix Sleep 1:16:45 Physical Space & Sounds; Cathedrals, Sound Delay 1:22:37 Music, Emotion & Community; Science & Admitting Weakness 1:27:01 Thinking & Sensory Simulations; Forming Thoughts 1:33:18 Attention, Attractor States, Flow States, Tool: Changing Environment 1:37:38 Sounds & Environment for Focus, Attention, Tool: Mental Interval Training 1:44:37 Sponsor: LMNT 1:45:58 Endurance & Interval Mental Work; Mental Rest, Music 1:50:37 Musician, Rehearsal & Performance; Pressure 1:54:16 Chickens; Hypnotizing Chickens, Visual Attention & Focus 2:03:47 Relaxation, Phones & Schools, Boredom, Social Media 2:12:48 Acknowledgements 2:13:58 Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Protocols Book, Social Media, Neural Network Newsletter *This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.50% on cash deposits as of November 07, 2025, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.15% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Funds in the Cash Account are swept to program banks, where it earns the variable APY. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions tackle one of the most common retirement questions — “Do I really need $1.5 million to retire comfortably?” Jim and Casey break down where that number comes from, why it's often misunderstood, and what truly determines how much you need. They discuss the key variables that shape your retirement number — lifestyle, spending habits, healthcare, taxes, and longevity — and explain how income planning can often matter more than your total account balance. Whether you're just starting to save or approaching the finish line, this episode helps you replace the guesswork with a plan that fits your real life — not a headline.

Let's do a quick review of disability insurance!  In this episode of Financial Clarity for Doctors, hosts Rachelle Vanderzanden and Corey Janoff dive into the details of long-term disability insurance.  This coverage is very important for anyone who is still reliant on their income. Discussion topics include: When and why you need this insurance. Different kinds of disability insurance. Details of long-term disability including a breakdown of many common riders. A comparison of employer/group coverage vs. individual coverage. How to apply for coverage. When you may need to increase your coverage and when it's okay to cancel it. No one likes paying for insurance, but insurance allows you to share some larger financial risks with a third party.  Disability insurance is a great example of that.  Most of us feel invincible until we're not. For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

At our internal 2026 Forum last week, the AI buildout ran through the debate among our portfolio managers along with other key topics such as stablecoins. Wei Li, Global Chief Investment Strategist at BlackRock, shares some key takeaways. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1125U/M-4976369

Tariffs imposed under the International Emergency and Economic Powers Act (IEEPA) account for about 9.5pp of our estimated 14.7pp effective tariff rate after the reduction in fentanyl tariffs on China. Therefore, the Supreme Court's decision could have important implications for activity, inflation, deficits, debt, interest rates, and the dollar. We discuss risks and scenarios after the oral hearings. As expected US Treasury maintained nominal coupon sizes unchanged but also did not guide towards higher bill share. Instead guidance suggests appetite to grow coupon supply in 2027. We discuss scenarios and implications for the US rate and spread curve.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How is the AI race and its voracious need for cheap electrons changing the game?And where are the best opportunities for investors likely to lie?To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#naturalgas #oil #energy _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

In this episode, Jacob is joined by DoubleZero's General Counsel, Mari Tomunen, and Cooley's Connor Tweardy to unpack the U.S. SEC's Division of Corporation Finance's landmark no-action letter to DoubleZero, a decentralized physical infrastructure (DePIN) project that became the first crypto initiative in over five years to secure such relief.Timestamps: ➡️ 01:20 – Why DoubleZero engaged with the SEC➡️ 03:00 – Communicating DePIN to regulators➡️ 04:40 – Making decentralization “lawyer-friendly” ➡️ 07:00 – Why the token's status was crucial➡️ 08:20 – Compliance by design➡️ 10:00 – The DoubleZero Foundation's role➡️ 11:45 – How the SEC evaluated “managerial efforts” ➡️ 13:20 – How an international footprint shaped dialogue with regulators➡️ 15:30 – Lessons for other projects➡️ 18:00 – The SEC's “efforts balancing” test➡️ 22:00 – Why discretionary control and passive income models raise red flags➡️ 26:00 – Designing compliance into your protocol➡️ 30:00 – Advice for teams pursuing regulatory claritySponsor: Day One Law. ⁠⁠ This episode is brought to you by ⁠⁠⁠Day One Law⁠, a boutique law firm helping crypto startups navigate complex legal challenges. Subscribe to ⁠⁠⁠Day One's free monthly newsletter⁠⁠⁠ for legal and regulatory updates.Resources:No-Action Letter: https://www.sec.gov/files/corpfin/no-action/doublezero-final-conformed-092625.pdfCooley LLP's blog post: https://www.cooley.com/news/coverage/2025/2025-09-29-doublezero-secures-no-action-relief-from-secDisclaimer: The information in this podcast is provided for educational and informational purposes only and should not be construed as legal advice. Listening to this episode or contacting the guests does not create an attorney-client relationship. For advice regarding your specific situation, please consult your own legal counsel.

There are now such a host of reasons to have concern for both the economy & markets heading into 2026, that the Wall Street euphoria is starting to wear off.The headwinds are building, cautions Lance Roberts.Slowing growth, unrealistic earnings expectations and historically-high valuations are all good reasons to worry.Lance and I discuss his outlook heading into 2026, as well as this week's weakness in the all-important AI stocks, the Fed's new "not QE" program, the future of the dollar, the plight of the middle class, as well as Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#artificialintelligence #federalreserve #dollar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Mauricio Rauld is based in Southern California and is the founder of Premier Law Group which he recently sold. Our team is continuing to work with the Premier Law Group as our securities lawyers. On today's show we're talking about a few of the upcoming changes to securities regulations.To connect with Mauricio, goto askmauricio.com or check out his youtube channel at http://www.youtube.com/@MauricioJRauld. Access to his Inner Circle Syndication Mastermind can be found at coachingwithmauricio.com.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)  

Understanding Corporate Financing and Securities RegulationThis conversation provides a comprehensive overview of corporate law, focusing on the lifecycle of a corporation from its formation to dissolution. It covers key concepts in corporate financing, including equity and debt, the intricacies of issuing shares, and the legal frameworks governing mergers, acquisitions, and securities regulation. The discussion emphasizes the balance between shareholder interests and corporate governance, highlighting important legal standards and case law that shape the corporate landscape.In the complex world of corporate law, understanding the nuances of corporate financing and securities regulation is crucial, especially for those preparing for law exams or the bar. This blog post explores the foundational principles and key legal frameworks that govern these areas, providing a comprehensive overview for students and professionals alike.Corporate Financing: Corporate financing is the lifeblood of any corporation, enabling it to grow and thrive. It primarily involves two methods: equity financing, where a company sells ownership stakes, and debt financing, where it borrows money. Each method has its own implications for ownership, control, and financial obligations. Equity financing offers flexibility and potential for high returns, while debt financing provides tax advantages but comes with fixed repayment obligations.Securities Regulation: The regulation of securities is essential to ensure transparency and fairness in the financial markets. The Securities Act of 1933 and the Securities Exchange Act of 1934 form the backbone of federal securities law, focusing on disclosure and preventing fraud. These laws require companies to provide detailed information to investors, enabling informed decision-making and protecting against misleading practices.Key Legal Frameworks: Several landmark cases and legal doctrines shape the landscape of corporate law. The Unocal and Revlon cases set standards for board defenses against hostile takeovers and the duty to maximize shareholder value during sales. The Weinberger case established the entire fairness standard for transactions involving controlling shareholders, ensuring protection for minority interests.Navigating the world of corporate financing and securities regulation requires a deep understanding of both the legal principles and the practical implications. By mastering these concepts, law students and professionals can effectively guide corporations through the complexities of financial growth and regulatory compliance.Subscribe now to stay updated on the latest insights in corporate law and finance.TakeawaysUnderstanding the balance of interests in corporate law is crucial.Equity financing involves ownership stakes, while debt financing does not dilute ownership.The board of directors has significant discretion in declaring dividends.Cumulative preferred stock accumulates unpaid dividends, providing protection to shareholders.The market out exception can limit appraisal rights for minority shareholders.Entire fairness is the standard for freeze-out mergers involving controlling shareholders.The 33 Act focuses on initial public offerings, while the 34 Act regulates secondary market trading.Insider trading liability can arise under different theories, including classic and misappropriation.Exemptions from registration requirements are vital for capital formation.Dissolution can occur voluntarily, administratively, or judicially, with specific procedures to follow.corporate law, financing, equity, debt, mergers, acquisitions, securities regulation, insider trading, corporate governance, shareholder rights.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

ROBOTS ARE HERE. At least according to 1X Tech with their NEO at home robot. They have some big promises they're making and we're splashing some cold water on it. Ben definitely wants one. But what if it decides to start fires? Find out on this week's BANGER episode. WATCH THE FIRST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=wWED3Qultfc OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that AMEX card baby! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on HORROR MOVIES: https://youtu.be/2p0gjv4hZ4s?si=Cll7WAk7bcHkGJu2 **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ BOOKING.COM: If your vacation rental isn't listed on Booking.com, it could be invisible to MILLIONS of travelers searching online! Don't miss out on consistent bookings and global reach. Head to Booking.com and start your listing today. Get seen. Get Booked on Booking.com. MIZZEN & MAIN: Get 20% off your first purchase at https://mizzenandmain.com with promo code BAES20. MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. See full disclosures at https://invest.us.moomoo.com/_disclosure __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dollar Milkshake Theory creator, Brent Johnson sits down with me at the New Orleans Investment Conference to offer a detailed look into the rise and future role of USD stablecoins, which are being heartily embraced by the Trump Administration.Why exactly?In short, Brent sees the new stablecoin strategy as not just a means to soak up the $trillions in Treasury bonds that the US government will issue over the new year -- it's an entirely new currency system.It's a new form of sovereign control.I'm highly confident this must-listen discussion will blow your mind.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#dollar #money #stablecoin _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

In this episode of Let's Talk Future, host Jane Ross speaks with Kristen Owen, Managing Director and Agriculture Technology Analyst at Oppenheimer, about how renewed trade progress with China, persistent food inflation, and the rise of artificial intelligence are reshaping American agriculture. Together they explore how innovation, policy, and global trends are redefining opportunity and resilience across the food economy—and why, even amid uncertainty, technology is helping build a stronger, smarter, and more sustainable future for farming.   Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This podcast may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. This content is intended for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. No part of this podcast should be interpreted as a testimonial regarding the advisory services of Oppenheimer & Co. Inc. Any references to performance, investment opportunities, or market outlooks are based on current opinions, which are subject to change without notice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.   Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC 8570819.1  

Most business owners think they can handle their exit plan on their own—or with the help of a CPA or attorney. But without the right expertise and coordination, that DIY approach often leads to missed opportunities, legal headaches, and costly mistakes.In this episode, Matt Di Francesco explains why going solo on your exit plan rarely works. He shares real-world examples of owners who tried to manage their transitions themselves, and the financial and emotional fallout that followed. Matt reveals how having the right team of experts can protect your wealth, your legacy, and your peace of mind.Matt also talks about:(00:51) Why your exit plan needs a coordinator to put all the pieces together(02:28) The key difference between tax preparers and long-term tax planners(04:28) Why dedicated experts matter for tax, estate, and legal planning(06:32) How emotional attachment can stall your business transition(10:34) How expert negotiation structures deals in your favor(11:34) Why succession planning should start the day you open your doors(12:39) How burnout and rushed exits cost you real value(13:52) Why defining your post-exit vision is key to lasting fulfillmentConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission

David Baszucki is the founder and CEO of Roblox. TIME named Roblox one of the “100 Most Influential Companies,” and it has been recognized by Fast Company for innovation on their “Most Innovative Companies” and “Most Innovative Companies in Gaming” lists.This episode is brought to you by:Qlosi prescription eye drop used to treat age-related blurry near vision (presbyopia) in adults: https://Qlosi.com/TimAG1 all-in-one nutritional supplement: https://DrinkAG1.com/TimWealthfront high-yield cash account: https://Wealthfront.com/TimNew clients get 3.75% base APY from program banks + additional 0.65% boost for 3 months on your uninvested cash (max $150k balance. Terms apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 9/26/25 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB. Experiences will vary. Outcomes not guaranteed. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income

In Case You Missed It...

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income

Zeeshan Rehman Khattak, Commissioner – Specialized Companies Division, Securities and Exchange Commission of Pakistan

When you're taking care of everyone else – who is taking care of you?   This week, Regina goes deep on women as caregivers and how the "sandwich generation" strain shows up financially, emotionally, and physically. Both for yourself and for loved ones, there needs to be a plan for long-term care (LTC) with clear-eyed costs, coverage myths (hello, Medicare), and policy options (traditional vs. hybrid; reimbursement vs. cash-indemnity). You'll leave with concrete next steps a new understanding of how to navigate this tricky aspect of life. Episode Highlights:   0:00 - Episode beginning 0:38 - Today's topic: caring for women caregivers 2:24 - The "sandwich generation" reality 3:07 - Burnout, time strain, mental health 4:52 - How it hits women; key stats & income impact 8:19 - What LTC means; ADLs & cognitive impairment 11:34 - Care options: adult day, home care, assisted living, hospice, nursing home 15:11 - What it costs (2023 figures) 20:18 - Paying for care: self-funding & Medicare limits 21:27 - Insurance types: traditional vs. hybrid (premiums, increases) 25:47 - Reimbursement vs. cash-indemnity—how payouts work 29:11 - When to buy, budgeting, choosing a carrier & action steps 33:32 - Outro & where to find Regina ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com. This material was prepared by Brighthouse Financial. Brighthouse Financial is not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

We explore the evolving landscape of Islamic investment management in Pakistan—from shifting asset allocation trends to the rise of mutual funds, ETFs, and REITs. What progress has been made in product innovation and investor access, and how effectively has Islamic asset management been positioned? Join us as we assess the next steps needed to scale Islamic investment and wealth management solutions across the country.Moderator:Rukhsana Narejo, Chief Treasury and Alternate Investments, Raqami IslamicPanelists:Imtiaz Gadar, Chief Executive, Al Meezan Investment Management LimitedNadir Rahman, CEO, Faysal FundsTariq Naseem, Head of Islamic Finance Department, Securities and Exchange Commission of PakistanTariq Sultan, Chief Business Development Officer and COO, Mahaana Wealth

Building wealth takes time, patience, and strategy. This week, we discuss Morgan Housel's reminder that “wealth requires long-term effort”, what to consider for year-end Roth conversion opportunities — and answer a listener's question about what to do when IRA withdrawals outpace spending and money is sitting in the bank. Get started on your path to financial freedom. Download our Rothification Guide: www.premieriwm.com  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Brian Skrobonja talks about the hidden trap of survival mode: that quiet, familiar mindset that keeps you safe but small. He explains why so many people in midlife mistake control for security, and how shifting from a scarcity mindset to a mentality of abundance changes everything about how you earn, spend, and live. Tune in to hear what it really takes to move from survival to strategy, from managing scarcity to creating abundance, and why your next level of wealth starts in your mind, not your bank account. Brian starts by explaining how time sneaks up on us. One day you're in your 20s, and before you know it, decades have passed and you're in your 40s and 50s. Brian reveals that survival mode can feel safe because it's familiar. It got you through the student loans, the mortgage, the chaos of raising kids. But staying there too long turns what once protected you into what now holds you back. Learn why survival mode isn't a wealth strategy, it's a coping mechanism. It helps you survive the storm, but it won't help you build the life you're meant for. Brian explains what survival mode sounds like — phrases like "let's just get through this month," or "I'll do it myself, why pay someone else." It's the mindset of always managing crisis instead of creating space. And over time, that mindset becomes a ceiling you can't see but always feel. According to Brian, the midlife shift begins when you realize your greatest assets aren't money or status. They're your time, your energy, and your ability to think beyond what used to be possible.  Brian reveals that in survival mode, every dollar has a job: pay bills, pay debt, save a little, repeat. But in strategy mode, every dollar has a mission: grow, create margin, and buy back time. How to see money differently: not as control, but as freedom.  Brian shares that when couples view money as a tool to create experiences and peace of mind, their entire relationship with it changes. Suddenly, money becomes connection, not conflict. Learn how to shift from scarcity to abundance thinking. From "there's never enough" to "I can create more." Brian reveals that scarcity doesn't always look like struggle. Sometimes it looks like the person who's debt-free but afraid to invest or try something new. It's protection disguised as prudence, and it keeps your potential locked away. Brian explains the danger of carrying your old survival habits into midlife. You might think you're being smart, but what you're really doing is protecting what you have instead of growing what's possible. You end up loyal to your limitations instead of your evolution. For Brian, abundance isn't fantasy thinking. It's confidence in your ability to generate value, attract opportunity, and recover from mistakes.  Learn how abundance thinking changes the questions you ask. Instead of "how do I save more," you begin asking, "how can I multiply this?" Instead of "what will this cost me," you start asking, "what could this create for me?" Brian explains that money is energy, it flows both ways. When you spend it to buy back time or peace of mind, that's not waste, it's wisdom. Your return isn't just financial, it's emotional, mental, and deeply human. Why buying back your time matters: it's not indulgent, it's stewardship. The moment you start using money to free your schedule, your mind expands. You make room for strategy, creativity, and joy — the real sources of wealth. Brian reveals that money doesn't change who you are, it amplifies you. If you lead with fear, more money only multiplies that fear. But if you lead with purpose, money becomes fuel for everything that truly matters. Brian explains that wealthy people don't do it all themselves. They hire experts, delegate complexity, and buy back focus. They understand that leverage isn't loss of control, it's how they multiply their capability. Why community matters: scarcity breeds more scarcity when you stay around people who think small. Brian urges you to surround yourself with those who think in terms of growth, possibility, and opportunity. Brian closes with a challenge: stop asking, "What will this cost me?" and start asking, "What can this create for me?"  That one question can open the door to your next chapter — a life that's not just about surviving, but thriving in full alignment with who you're becoming.     Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify     Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC. ---- Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

What's the rush? Too many people inherit money or get a big payout and feel like they need to invest it yesterday. The truth is, the only thing you'll gain from rushing is regret. In this episode, I explain why slowing down, breathing, and defining your goals first can save you from costly mistakes. To learn how to invest wisely instead of impulsively, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Wall Street's fears of Trump's tariffs and trade wars are greatly diminished these days -- at least by the stock market which has been flirting with new highs of late.Now that we're nearing the end of the year and a resurgence in inflation hasn't materialized, and new trade deals have been or are being finalized with many of America's largest trading partners -- including China, too, now it seems -- an important question is emerging:Will the economy start experiencing tailwinds soon from the Administration's policies?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#tariffs #chinatrade #wareconomy _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss 7 habits of financially successful peopleSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardListen to the Scripture Memory PodcastSee the show notes here!Wealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

We discuss the FOMC rate and QT decisions. US front-end rates now look much more fairly priced. QT decision disappointed us and we remain concerned about US funding markets. ECB meeting was a non-event, but Euro Area data surprises on both activity and inflation mean that the hawks will likely retain the narrative into the December meeting. We outline what this means for our ECB call and why we still see value in EUR rate markets. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement

In this episode of the Smart Wealth & Retirement Podcast, financial advisor and retirement planner Casey Bibb of Martin Wealth Solutions is joined by special guest Theresa Martin to discuss one of the most underestimated parts of retirement planning — healthcare costs. Together, they unpack what retirees often overlook when it comes to planning for rising medical expenses. Casey and Theresa dive into the differences between Medicare Parts A, B, C, and D, the gaps that can catch retirees off guard, and how to prepare for both routine and unexpected healthcare needs. They also explore long-term care options, the benefits of HSAs, and how proactive planning can help protect your nest egg from medical surprises. If you've ever wondered how much to budget for healthcare in retirement — or how to make sure your plan covers more than just the basics — this conversation offers practical insight and clarity.

Even the most well-planned retirements can trigger massive, unexpected tax bills — but it doesn't have to be that way.In this episode, Adam D. Olson, CFP®, explains the unknown tax strategy that helps retirees reduce lifetime taxes by $50,000 to $200,000 — using Roth conversions, bracket management, and timing that most advisors overlook.You'll discover:Why Required Minimum Distributions (RMDs) create a Retirement Tax BombHow to use the Conversion Opportunity Window between retirement and age 73The annual Bracket Management Strategy that optimizes conversionsHow to avoid IRMAA Medicare surcharges and Social Security taxationAnd how strategic Roth planning creates a tax-free legacy for your heirs

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement

The U.S. and China trade truce and mega cap tech companies upping planned AI buildout spending last week reinforce how mega forces are playing out in real time. Devan Nathwani, Portfolio Strategist with the BlackRock Investment Institute, explains why these mega forces are key for near-term returns, not just the long term.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1025U/M-4956268

In this presentation, Benchmark Financial Group provides an overview of the retirement process, including how to understand your benefits, when to apply for retirement and begin receiving benefits, and the importance of updating beneficiary forms. Additional key topics and helpful insights are also covered to help you navigate your retirement with confidence.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llcFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#tsp #benchmarkfinancialgroup #planyourfederalretirement

In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a time when the Fed is cutting rates.This doesn't happen often.What makes more sense: Ride the current party until it ends? Or play it safe and leave it early?We also discuss whether the gold trade is over, or just taking a breather before resuming.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#valuations #marketcorrection #goldprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Stock valuations are the most deviated they've ever been from long-term trendlines in history.Above even 1929.But Wall Street doesn't care. The bull rally marches on, and looks poised to continue through the end of the year.But how long can this record deviation sustain?And what will the repercussions be if it doesn't?Portfolio manager Lance Roberts and I discuss these key questions, as well as this week's Federal Reserve rate cut, the end of QT, the China-US trade talks, oil stocks, and Lance's firm's latest trades in this week's Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #interestrates #artificalintelligence 0:00 – Fed Cuts 25bps & Ends QT: Expected, But Powell Pushes Back on More Cuts2:39 – QT/QE Mechanics Explained: No Money Printing, Just Bank Asset Swaps4:02 – Fed Dumps MBS for Treasuries: Stabilizes Yields, New Buyer in Debt Market7:13 – Fed Steps Back as Treasury Buyer: Material Impact? Opens Door to QE9:40 – Fed Balance Sheet Stress: Can't Shrink More Without Credit Risks11:25 – Fed's Crisis Bailouts Train "Buy the Dip": Best Returns in 30 Years12:24 – Economy Can't Normalize: Needs Deep Recession/Depression for Health13:21 – Debt Reform Choices: Small Sacrifices Now or Systemic Crash Later15:19 – No Imminent Breakdown: Debt-to-GDP Fine vs Japan/Europe18:44 – Market Breadth Crashes: Worst Since 1990 Despite Rally20:03 – Mag 7 Dominance: K-Shaped Profits, Rest of S&P 493 Starving21:05 – AI Hype Unhealthy? NO – Passive Flows Fuel Narrow Rally25:27 – AI: Job Killer or Tool? Power Crunch for Data Centers Looms29:01 – AI Bubble Risks: Overbuild Like Railroads/Internet, But Chips Depreciate Fast38:58 – If AI Bursts: S&P Down 40%, Still Bull Market (Valuations Insane)46:09 – Earnings Season Stellar: 85% Beats, Low Bar Set by Analysts52:49 – Portfolio Strategy: Rotate to Oversold Defensives (Value, Energy, Staples)1:09:12 – TA Update: Bull Intact, Year-End Rally on Buybacks/Seasonality1:24:26 – Gov Shutdown Irrelevant + Welfare Reform: End Dependency, Add Work Rules_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

In this episode of 'Cybersecurity Today,' the panel, including Laura Payne from White TOK and David Shipley from Boer on Securities, reviews the major cybersecurity events of October. Key topics include DNS failures at AWS and Microsoft, the rise of AI and its associated security concerns, and several severe cloud and on-premises vulnerabilities in platforms like SharePoint and WSUS. The discussion highlights a surge in sophisticated phishing threats, the integration of AI in cyber attacks, and the critical importance of multifactor authentication. The panel also examines the implications of recent security breaches affecting critical infrastructure and the broader impact of cybersecurity on financial sectors. Ethical concerns about AI's use in creating inappropriate content and the urgent need for better regulatory frameworks for tech and cloud providers are underscored. The episode concludes with a humorous moment as Jim dons a gifted white TOK, bringing a smile to the discussion. 00:00 Introduction and Sponsor Message 00:18 Panel Introduction and AI Discussion 01:02 Cloud Outages and Their Impact 02:52 DNS and Internet Fragility 07:07 Botnets and Cybersecurity Threats 14:09 Industrial Control Systems Vulnerabilities 26:29 AI in Cybersecurity 35:37 Voice Deepfakes and Authentication Risks 38:32 Creative Scams and Real-Time Voice Translators 39:22 The Importance of Safe Words and Persistent Surveillance Issues 40:17 Hybrid Scams and Financial Crimes in Canada 41:44 Corporate Reputation and Financial Crimes Agency 42:41 Challenges with Digital Banking and Security 44:49 The Role of AI and Security in Financial Transactions 45:55 The Impact of Open Banking and Real-Time Payments 50:57 Email Filters and Cybersecurity Awareness 58:03 Microsoft's Security Challenges and Vulnerabilities 01:03:39 Legal Consequences for Cybercriminals 01:12:17 Final Thoughts and Acknowledgements

Gambling is DESTROYING sports, and now destroying the lives of some big NBA stars. We're unpacking the absolutely wild story of the Italian mob, their close ties to NBA players, and the lengths they went to to cheat and steal for YEARS. WATCH THE FIRST EPISODE EMIL'S NEW SHOW! https://www.youtube.com/watch?v=wWED3Qultfc OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that BILT card baby! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on HORROR MOVIES: https://youtu.be/2p0gjv4hZ4s?si=Cll7WAk7bcHkGJu2 **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. See full disclosures at https://invest.us.moomoo.com/_disclosure BOOKING.COM: If your vacation rental isn't listed on Booking.com, it could be invisible to MILLIONS of travelers searching online! Don't miss out on consistent bookings and global reach. Head to Booking.com and start your listing today. Get seen. Get Booked on Booking.com. __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

As of the recording of this video, the S&P 500 index is trading at a new all-time high, within less than 100 points of the big round 7,000 milestone.And Nvidia just became the first $5 trillion market cap company in history.So the bull market in stocks appears to be doing just fine -- despite the skeptic's worries that current valuations are far too high when compared to fundamentals.Will the party continue on from here in 2026?Or will the new year end the current 3-year stream of double digit returns for stocks?To discuss, we're fortunate to welcome back to the program market technician and portfolio manager Katie Stockton, Founder and Managing Partner of Fairlead Strategies.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#ai #artificialintelligence #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

This episode of the Unusual Whales Pod was recorded Live on October 29th, 2025. Nicholas hosts a panel of macroeconomic experts and investors to discuss the economy's continued contradictions: growth hasn't collapsed, yet inflation refuses to bow out, and the labor market is showing patches of fatigue. All this while the government shutdown is delaying key data releases, leaving the Fed to fly partially blind. Global friction persists from trade tensions to energy supply jitters, and the panel breaks down each of these topics in turn!Panel:Joseph Wang https://twitter.com/FedGuy12Thelastbearstanding https://twitter.com/LastBearStandngJonny Matthews https://x.com/super_macroMartin Pelletier https://twitter.com/MPelletierCIOHosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/**Disclaimer:Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input.

In this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private investments in today's market.   Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Scott Wolff, American Securities Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence

On this channel we spend most of our time talking about the economy, markets and money.Which are all very important -- no doubt -- but they exist in service to society. If society reaches a point where it starts unraveling, then our portfolios start to matter a lot less when compared to safety & survival. Today's guest expert is Peter Turchin, Project Leader for Social Complexity and Collapse, Complexity Science Hub in Vienna.Dr Turchin has written a number of best-selling books on the currently precarious state of Western society, including End Times: Elites, Counter-Elites, and the Path of Political Disintegration, War and Peace and War: The Rise and Fall of Empires, Ages of Discord and most recently The Great Holocene Transformation: What Complexity Science Tells Us about the Evolution of Complex Societies.So what does he see as mostly likely ahead for us?We'll ask the man himself in this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#revolution #societalcollapse #unrest _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss what it means to steward our mission well.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardListen to the Scripture Memory PodcastSee the show notes here!Wealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife InstituteStewardship Seminars from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

It's easy to feel confused these days.With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the busiiness-friendly policies of the new Administration start adding tailwinds to the economy.Others see economic growth as imbalanced, at best, and worry that overall the trend for 2026 is downwards, risking recession and a material market correction.So, which is it?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.David concludes the market is in a major price bubble not unlike the DotCom era, and advises investors to build/maintain liquidity within (at least) part of their portfolio in order to weather the bubble's bursting as well as to have dry powder to deploy at attractive valuations when it does.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bubble #marketcorrection #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs. Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The Louvre got robbed. Hard. We're taking a break from the humdrum garbage going on out in the world to talk about how heists are BACK and BETTER THAN EVER. It might just be what we all need. OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that BILT card baby! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on TRON and ROOFMAN here: https://youtu.be/jhwE7JWJvPc?si=OaWuAMv_MqyMh5N- **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ SHOPIFY: Sign up for your $1 per month trial and start selling today at https://shopify.com/baes MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. See full disclosures at https://invest.us.moomoo.com/_disclosure MIZZEN & MAIN: Get 20% off your first purchase with promo code BAES20 at https://mizzenandmain.com __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Boyd Varty is the founder of Track Your Life, which offers a limited number of premium retreats in South Africa's bushveld, and author of one of my favorite books, The Lion Tracker's Guide to Life. As a fourth-generation custodian of Londolozi Game Reserve, Boyd grew up with lions, leopards, snakes, and elephants and has spent his life in apprenticeship to the natural world. He is also the host of the Track Your Life podcast.This episode is brought to you by:Our Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”: https://fromourplace.com/tim (use code TIM at checkout) Gusto simple and easy payroll, HR, and benefits platform used by 400,000+ businesses: https://gusto.com/tim (three months free)Wealthfront high-yield cash account: https://Wealthfront.com/Tim (new clients get 3.75% base APY from program banks + additional 0.65% boost for 3 months on your uninvested cash (max $150k balance). Terms apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 9/26/25 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB. Experiences will vary. Outcomes not guaranteed. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value.)*Timestamps:[00:00:00] Start.[00:01:59] Boyd returns.[00:03:14] Elite firefighting unit: Boyd's French Foreign Legionnaire predecessor.[00:04:27] The paper mache lion incident and Lucky's dramatic exit.[00:08:07] Firefighting drill disaster: When 50/50 failed spectacularly.[00:09:58] Leadership lesson: Bringing energy down when chaos climbs.[00:11:52] Story hunting and the natural world as meaning machine.[00:17:16] Uncle JV: Wildlife filmmaker with a dangerous drama meter.[00:19:10] Camera bearing adventures: Elephants, hyenas, and the red mist.[00:22:30] Zambia expeditions: Crocodiles, dead elephants, and shovel oars.[00:25:48] Orienting toward safety: Building capability versus childhood overwhelm.[00:29:11] Wilderness retreat lessons: Wordlessness and natural state.[00:31:40] The Londolozi time war: Tech detox and parasympathetic shifts.[00:39:49] Mystical animal encounters: Lions, southern boubous, and synchronicity.[00:43:11] Re-enchantment: Nature's desire to help us heal.[00:45:25] Following non-rational energy and forays into wordlessness.[00:52:31] Diana Chapman's Whole-Body Yes and avoiding the simmering six.[00:58:04] Toby Pheasant and the great black mamba escape.[01:06:09] Training for persistence hunting using Bushman Great Dance wisdom.[01:09:23] The desert as storehouse: Abundance psychology in action.[01:11:23] Persistence hunt mechanics: Heat, time, and the animal's energy transfer.[01:15:04] Running into ceremony: 47 degrees and letting the body know.[01:21:31] The kudu gives itself: Profound respect at the edge of survival.[01:27:22] Seeking the wild man: Access to the full spectrum of presence.[01:29:20] Context and discernment: Armor in cities, openness in wild spaces.[01:34:55] Men need men: Collective exploration around the fire.[01:37:40] Relationship as practice: Moving from romantic myth to active work.[01:40:15] Dick jokes and raft building: The indirect work that does heavy lifting.[01:45:43] Lunch the baboon: Hand lotion, bloody handprints, and royal delays.[01:55:43] Living amongst the animals: Warthog intelligence and leopard relationships.[01:57:27] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.