Podcasts about sipc

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Best podcasts about sipc

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Latest podcast episodes about sipc

Money Rehab with Nicole Lapin
What It's Like To Stay Together For the Kids— and the Mortgage Rate

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 9, 2025 37:54


Would you live with your ex to keep a 2% mortgage rate? That's the question Morgan Dickson and her ex-husband faced— and ultimately said yes. But for them, the decision wasn't just about dollars and cents. Keeping the home was the best decision for their kids—but the real estate market has become an unexpected character in their story. Today, Nicole sits down with Morgan , whose story recently went viral after being featured in The Wall Street Journal. Morgan talks about how the interest rate “lock-in effect" played a role in her and her ex's living arrangements, and how they manage expenses as a divorced couple cohabitating. Then, Nicole and Morgan dive into the economics of divorce, and what happens when personal and financial decisions become intertwined. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
Wall Street News Roundup: Taylor's Banner Weekend, Charlie Javice Goes to Prison and Government Shutdown Watch

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 8, 2025 11:03


Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks the latest on the government shutdown, why Charlie Javice is going to prison and the economics of Taylor Swift's new album This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
Settling the Rent Vs Buy Debate and 3 Rules of Investing in Real Estate with Paul Mark Morris

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 7, 2025 39:43


Is renting really throwing money away? That is just one of the hot real estate topics Nicole gets into today with Paul Mark Morris— real estate expert and host of the podcast Radical Wealth Plan. Nicole and Paul talk about whether now is a good time to buy, Paul's three rules of real estate and whether 1031 exchanges are as cool as they seem on TikTok. Plus, Paul also gives a masterclass in the art and science of closing a sale. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

The Stewardology Podcast
263: The Domains of Stewardship

The Stewardology Podcast

Play Episode Listen Later Oct 7, 2025 42:17


Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss different domains of Stewardship that we should consider.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn 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

Money Rehab with Nicole Lapin
"I Quit Gambling... Now What?" (Listener Intervention)

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 6, 2025 37:23


With the rise and legalization of sports betting platforms, gambling has never been easier— and compulsive gambling has never had a lower barrier to entry. Today, Nicole talks to a Money Rehabber who has had many highs and devastating lows over a decades-long career of gambling. Today, he shares how he's building a healthier relationship with money, and they make a financial plan that helps him pave the way for a better financial future. If you or someone you know is struggling with a gambling problem, check out the recourses at the National Center for Problematic Gambling This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Chit Chat Money
Our 6 Favorite Never Sell Stocks + Analyzing Ackman's Portfolio And Shareholder Letter $UBER $CMG

Chit Chat Money

Play Episode Listen Later Oct 3, 2025 67:22


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

BofA Global Research Podcasts
APAC markets; AI not yet boosting profits today, helps structural case tomorrow

BofA Global Research Podcasts

Play Episode Listen Later Oct 3, 2025 21:03


Takeaways from our inaugural APAC Conference BofA Global Research hosted its inaugural APAC Conference earlier this month. Timing was opportune. The Chinese CSI 300 Equity Index has outperformed the S&P year-to-date, following years in which the opposite was true and that's helped to pique investor interest. Over 1,200 investors and 300 corporates attended. Winnie Wu joins us to discuss her takeaways from the conference and her views on markets. Winnie believes Chinese equities will remain relatively more attractive in the EM context given the lower valuation and better growth potential for China. She adds China and Korea in particular are very well positioned to leverage AI to help offset their demographic challenges and can potentially achieve higher than expected long-term GDP growth thanks to AI-driven efficiency.   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.

Money Rehab with Nicole Lapin
How This Government Shutdown Will Affect Your Wallet

Money Rehab with Nicole Lapin

Play Episode Listen Later Oct 2, 2025 11:04


Today, Nicole explains why the government shut down, how long it may last, and how your wallet will be affected. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

The Goldmine
How Do You Invest in a Bubble?

The Goldmine

Play Episode Listen Later Oct 1, 2025 38:43


On episode 191 of Ask The Compound, Ben Carlson and Duncan Hill discuss the 4% rule, dying with zero $$$, investing in a bubble, what is upper middle class, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!  This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Chit Chat Money
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO

Chit Chat Money

Play Episode Listen Later Oct 1, 2025 68:12


On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(05:12) Opendoor(31:37) Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Aaron Katsman Show
You Can Spend More in Retirement

The Aaron Katsman Show

Play Episode Listen Later Oct 1, 2025 10:39


Are you ready to retire or just ready to worry? I'm breaking down the retirement spending conundrum and why your fear of running out of money might be costing you the vacation of your dreams. From annuities to inheritance planning, we're covering it all. To learn how to balance frugality with actually enjoying your retirement, 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.

The Stewardology Podcast
262: “I Wish I Had More Money” - 7 Things to Know

The Stewardology Podcast

Play Episode Listen Later Sep 30, 2025 22:51


Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss a passage of Scripture that helps combat the love of wealth.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn 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

Money Rehab with Nicole Lapin
Senator Elizabeth Warren on The Fight to Ban Stock Trading in Congress (Pt 1)

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 29, 2025 27:49


Insider trading in Congress doesn't just feel like an uneven playing field— it feels like a rigged game. Is the answer banning lawmakers from trading individual stocks? Senator Elizabeth Warren thinks so. Today, Nicole talks with Senator Warren about the new bipartisan Restore Trust in Congress Act that would ban Congressional stock trading, whether it will pass— and what it says about our leadership if it doesn't. Plus, Senator Warren talks about the latest Fed drama and the important balance between Fed interference and Fed oversight. Make sure to come back tomorrow for part two, where Senator Warren and Nicole discuss whether trading should come with a warning label and the future of the Democratic party. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Turning Passion into Profit with Jaspreet “Jas” Mathur: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 27, 2025 19:01


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Jaspreet 'Jas' Mathur is an accomplished Canadian entrepreneur, venture capitalist and lifestyle influencer. He launched his first business at age 12 and has since founded and reinvented a variety of successful companies. Top 3 Value Bombs 1. You have to identify your definition of success and find the purpose driving you to become the most successful version of yourself. 2. Limitless means you can achieve anything and everything you set your mind to. 3. Evaluate your friends; stick with the people who inspire you, and learn from them. Surround yourself with the right people. Connect with Jas on Instagram - Jas' Instagram Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Ziprecruiter - Use ZipRecruiter, and save time hiring. 4 out of 5 employers who post on ZipRecruiter get a quality candidate within the first day. And if you go to ZipRecruiter.com/fire right now, you can try it for free. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.    

Entrepreneurs on Fire
The Entrepreneurs Most Untapped Resource: Intuition with Tracey Lee Dimech: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 26, 2025 23:31


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Tracey Lee Dimech helps entrepreneurs understand, access, and trust their intuition to go further faster. She is a serial entrepreneur, Amazon bestseller, and principle of Spirit Incorporated, the intuitive intelligence academy. Top 3 Value Bombs 1. Success is just another limiting belief that has the potential to stunt your growth. 2. Intuition is the intelligence that arrives from the consciousness, depending on your belief system. 3. Intuition is the most incredible untapped resource. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Franocity - Franocity has helped hundreds of people leave unfulfilling jobs and invest in recession-resilient businesses through franchising. Visit Franocity.com to book a free consultation and start your franchising journey with expert guidance. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.  

The Compound Show with Downtown Josh Brown
How to Earn Stock Market Returns With Half the Risk

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Sep 26, 2025 70:43


On episode 210 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Steve Romick to discuss: risk management, value investing, surviving the dot-com bubble, the markets moving faster than ever, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: https://public.com/compound Learn more about Vanguard at: https://www.vanguard.com/audio Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: All i‬‭nvesting involves‬‭ the risk of loss, including‬ loss of principal.‬‭ Brokerage services for US-listed,‬‭ registered securities, options and‬ bonds in a self-directed account are offered by Public Investing, Inc., member FINRA &‬ SIPC. Public Investing offers a High-Yield Cash Account where funds from this account‬ are automatically deposited into partner banks where they earn interest and are eligible‬ for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are‬ offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to‬ engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly‬ speculative, involves a high degree of risk, and has the potential for loss of the entire‬ amount of an investment. Cryptocurrency holdings are not protected by the FDIC or‬ SIPC.‬‭ Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is‬‭ not investment advice. Public makes no guarantees about its accuracy or‬ reliability—verify independently before use.‬ *Rate as of 6/24/25. APY is variable and subject to change.‬ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Grow Your Business and Grow Your Wealth
Bonus: Visual Workflows That Boost Efficiency and Cash Flow

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Sep 26, 2025 30:02


What happens when your company's processes are costing you more than they're helping you?In this episode of Grow Your Business & Grow Your Wealth, guest host Jack W. Reeder, CLU, ChFC sits down with Hugh Glazer, Managing Director of Winterview Group. Hugh shares why businesses—whether start-ups or long-established firms—must step back from daily operations and map their transaction flows. From uncovering inefficiencies to improving cash flow and creating better decision-making frameworks, Hugh explains how visual workflows can save money, strengthen performance, and reveal opportunities for growth.Drawing on his decades of experience, including his work with the Goldman Sachs 10,000 Small Businesses program, Hugh talks about the most common mistakes companies make, real-world turnaround stories, and why entrepreneurs need to invest in infrastructure, data analysis, and forward planning to thrive.

Chit Chat Money
6 Future Share Cannibals; Ryan's New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software)

Chit Chat Money

Play Episode Listen Later Sep 26, 2025 64:57


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Let's Talk Future™
AI Gets Physical: Are Robots Reshaping Industry?

Let's Talk Future™

Play Episode Listen Later Sep 25, 2025 19:21


Is Physical AI the Next Industrial Revolution? From warehouses to highways, robotics and autonomous systems are moving from hype to real-world adoption. In this episode of Let's Talk Future, Jane Ross sits down with Colin Rusch, Managing Director and Head of Oppenheimer's Sustainable Growth & Resource Optimization franchise, to explore how physical AI is transforming industries, reshaping labor markets, and creating new investment opportunities. From perception technologies to endurance innovations, Colin explains why investors are paying close attention—and where the next wave of disruption may emerge.   Episode Disclosures: 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 & Co. Inc. Transacts Business on all Principal US Exchanges and is a Member of SIPC.  8422834.1

Plan With The Tax Man
Trust This, Go Broke

Plan With The Tax Man

Play Episode Listen Later Sep 25, 2025 24:33


We all know there are things in life you probably shouldn't trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn't so trustworthy when you peel back the layers.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Walter Storholt: Well, we all know that there are things in life you probably shouldn't trust, like gas station sushi or that email from a Nigerian prince trying to send you some money and get you to send them money. But the same principle applies in retirement planning. Sometimes what looks safe or easy or even that dreaded word, guaranteed, isn't so trustworthy when you peel back the layers. So on today's show, we're going to talk about the things that if you trust it, you might go broke and how to avoid it.   Hey everybody and welcome to another edition of Plan with the Tax Man. I'm Walter Storholt filling in for Mark Killian on today's episode, but as always, joined by Tony Mauro, Des Moines professional alternative for the Tax Doctor Inc. in central Iowa, office right in Des Moines. You can find Tony online at yourplanningpros.com.   Tony, great to be with you on today's episode. How's life treating you?   Tony Mauro: It's good. Fall's upon us. Everybody's talking football of course, and now it's starting to get serious about planning, so it will be busy coming up.   Walter Storholt: You get kind of a second hit in the tax calendar this time of year. Most people think of taxes as just being something you worry about at the last minute in April, but you get a little bit of a second wind as we head toward October, right?   Tony Mauro: We do. As we're taping this, we're coming up on a due date the IRS puts on us for corporate extensions, which is the 15th, and then in another month, October 15th, everybody that we have on extensions and everybody out there have got to get those tax returns in, especially if they owe to avoid some big penalties. So most of our clients, though, are not the procrastinators or the ones that are on extension. We got them done long ago, but we still have a few that we're always pushing to get over that hurdle.   Walter Storholt: That's right. Yeah. And it's not like corporate returns are easier than personal returns, right? A few more layers and moving parts to worry about there?   Tony Mauro: It is. With the corps, it's not near as straightforward of just getting documents and getting them into the software. A lot of moving parts usually, and of course business owners by and large usually don't want to talk about taxes and they tend to put it off. So half the battle is getting them to communicate and get some of that stuff done.   Walter Storholt: Yeah, absolutely. Well, good luck wrapping those things up so that you can enjoy the changing of the fall weather and football season and all that other good stuff. Well, here's how today's episode's going to work, folks. We're going to talk about the things that you trust might make you go broke and we're going to talk about some real world things and then some financial sides of the equation as well. So we'll kind of bounce back and forth between the two.   So first of all, Tony, I like throwing this one out there. Gas station sushi. Is that something that you think you would trust?   Tony Mauro: I would never trust that. In fact, I notice even in some airports now, kind of like sushi to go and fast food sushi.   Walter Storholt: Oh, sure.   Tony Mauro: I would never do that, and I do like sushi, but that kind of stuff, especially at a gas station, I wouldn't [inaudible 00:03:21].   Walter Storholt: Yeah. I might do the airport sushi if it was a sushi restaurant in the gas station, but when it's just kind of in those grab and go sections, I don't know if I want that going wrong right before a flight, right?   Tony Mauro: Right before a flight. I agree.   Walter Storholt: The risk there is not worth it.   Tony Mauro: Yeah, yeah.   Walter Storholt: I did, I thought gas station sushi was sort of a made up thing and then one day I did actually see sushi in the gas station.   Tony Mauro: Wow.   Walter Storholt: It was not appetizing.   Tony Mauro: I've seen it in some small supermarkets and whatnot, but it just looks like, how long has that been there?   Walter Storholt: Sure.   Tony Mauro: I don't know if I want to try that, but I'm like you, I'd rather just have them cook it for me. That's the only way I'm eating it.   Walter Storholt: Yeah, it's the same thing with raw oysters. I got to trust the place I'm getting my raw oysters from.   Tony Mauro: Exactly.   Walter Storholt: Otherwise I'm not eating it. All right, so let's look at a more realistic real world thing here from the financial perspective would be people who say they've developed a system for timing the stock market. That sounds a lot like gas station sushi in my mind.   Tony Mauro: Well, it sure does. I think a lot of what we'll talk about today is stuff people are seeing online and how they need to vet that a little bit on who's writing that. But I've even seen it just scrolling through Facebook, you see the things that look like a post that are really an ad and I see a lot of these about people being able to time the market and to beat the market, so to say. And from a financial planner's perspective, any one of us is going to tell you that's been in the business for a while that even the best of the best can't really do it on a consistent basis.   So what makes whomever out there online think that they've done it? What a lot of times they'll do is, that I've seen, is they'll point to some freak kind of abnormal result that they've achieved over the short term and they've never really tested it over the long term, but even if they can long term, it's all going to even out, so I really advise people not to fall for that kind of stuff just because of that.   Walter Storholt: Yeah. I mean, anything that kind of sounds too good to be true, we can file this one under that probably is category.   Tony Mauro: That's right. Yeah.   Walter Storholt: Yeah. All right. Other things that can cause you to have some trouble in the real world is when we use WebMD to diagnose ourselves, right? Although today's version of that, it seems to be AI, right? I go into AI now and I'm like, "Hey, I got this thing going on." So either one, a little questionable there.   Tony Mauro: And even in the financial world, robo-advisors and AI, it certainly is going to play a role in everything that we do I think going forward. However, I think just like in medicine and even in taxes is AI can't make the critical decisions, I don't think, at least at this point, in a person's portfolio, and not everybody is the same. There needs to be a human element in there because really, a lot about goals and emotions, how you feel about things, and AI can't pick that up, at least yet. And a lot of people I think use WebMD and some other things kind of basically just for a quick hitter and there's nothing wrong with that, gathering some information, but I would say confirm that with an advisor to make sure it's really true.   Walter Storholt: I like your perspective on that, and it's kind of funny, I used AI to kind of analyze some test results recently on my ankle. I had an MRI done on a heel Achilles injury, but I didn't know what I was reading, right? All these big fancy words, and it was kind of hard to sort through it all with the way that it was laid out in the test results, and my follow-up appointment wasn't going to be for a couple of days and I kind of wanted to know what was going on a little bit more from what the techs found. And so I took all of that gibberish and threw it into AI and it was able to kind of at least give me an idea of what I was facing. So it set some expectations for then that visit to the doctor.   I wasn't trying to make it fix my ankle, but to say, "Okay, so what am I looking at? What are my options? What's the good? What's the bad here?" That was kind of helpful and kind of nice. I could see that helping a lot in the financial realm too, maybe using AI to maybe make certain parts of the process easier, but man, I'm still going to go to that doctor, I'm still going to go to that advisor and get that interpretation, that guidance. And then like you said, the decision-making, the critical choices got to still happen from the human, at least at this point.   What about advisors who say there are no fees in your portfolio? Is that a trust this, go broke kind of thing?   Tony Mauro: Well, I would be very leery of that because in everything we're doing in the financial world, even if you don't have an advisor and you're doing it yourself, almost every investment has some fees of some kind, unless you just flat own individual stocks and/or bonds. You do pay a fee when you buy and sell, but I think what this is referring to more so is people saying that they're going to be able to advise you for absolutely no fees. There are always fees, you just have to look for them.   What we do with our clients is in everything that we're doing for them. I mean, we're fee only. So yeah, there's going to be a fee to be the financial quarterback, but we want to disclose that and make sure that the client knows what they're paying us and what they're paying us for, what the kind of value we're going to deliver for that. And then also any types of investments that we're choosing, we want to let them know what type of fees are hidden in there because fees can add up, obviously. More in fees you pay, the less return you're going to have, and that will affect your goals a little bit. But yeah, be very leery of that. If somebody's saying there's absolutely no fees, I would love to see that, because I've never seen it.   Walter Storholt: No one's working for free, right? So someone's getting paid in some way, shape or form. It's just making sure we understand who and how and where it's coming from.   Tony Mauro: And what the amount is. Absolutely.   Walter Storholt: Yeah. This one's a callback to any fans of The Office. When the deposed king of Nigeria sends you a letter, you respond to it or whatever that quote was. So what about those Nigerian princes offering to share a portion of their fortune with you via email?   Tony Mauro: Via email? Yeah.   Walter Storholt: That's even worse than gas station sushi, right?   Tony Mauro: It really is. I've actually had three clients over my span of being in business... It's been a long time. This isn't as prevalent now as AI calling people and faking somebody they know and sending them money, but [inaudible 00:09:35]-   Walter Storholt: The scam has gotten more sophisticated, right?   Tony Mauro: It has. It has. But I've had three people, this exact email came to them and they sent money and one sent like $4,000 and it was an older lady and after it's gone, it's gone, but obviously there must be some people that still fall for this because they're still doing it, but now it's more sophisticated, so now it's moving on to AI-generated language of somebody and calling you saying they're in jail, they need money and all of that. Very difficult for people to decipher. But my advice to anybody, don't send any money to anybody until you've talked to a human being. It's just not worth it.   Walter Storholt: Yeah, absolutely. Just be on the lookout for anything that doesn't quite feel right and then maybe seek a second opinion. My folks have done that in the past, Tony, and I told them, "Please always feel comfortable with that. If you ever feel like something's not quite right, just give me a call and we'll look at it together real quick and just get that outside voice and say, 'Oh yeah, this doesn't sound right,'" because that can be really helpful when you just get that other person that can validate your suspicious feelings, if you will.   All right, we're talking about things that if you trust it, you might go broke. I'm going to put some trust in a stock market that hasn't crashed in a decade. Is that a fool's errand if I'm doing something like that?   Tony Mauro: I believe it's a fool's errand, yes. Depends on how you define crashed, but the market moves up and down and it's very easy to show people a timeline. Even over the last 10 years, we can name 21. When we had COVID, everybody thought it's the next doomsday. And so we have minor corrections and sometimes they're major corrections, but if you go back 10 years, yeah, there's ups and downs and so that's totally false. And anybody that tells you that, if you're talking about the stock market, is basically either manipulating the numbers or they're just flat out not saying the truth in my mind.   Walter Storholt: Yeah, it's an easy one to cover for sure. This next one really grates me. The weather forecasts that are more than three days out, just don't even look at them, right?   Tony Mauro: That's right, that's right. Don't even look at them. In fact, it's funny on the weather. So I fly a small plane for a hobby and so we're always fascinated with the weather. We're always looking at the weather because that's a scary thing, and they preach it and preach it and preach it when you're learning to fly. And I feel like the weather forecasts we get are some of the best of the best and it's still just a forecast, and many times they'll forecast something that's completely off even for a day out. So can't control the weather. It's so funny. We have all this scientific stuff, and yet it still wins sometimes. So yeah, don't trust that. My mom used to always look at the weather way out and she would just swear by it and it's like half the time it would never be what they said.   Walter Storholt: Yeah, we had that exact same experience just last week, Tony. We were back in Pennsylvania near family for a baby shower and it was an outdoor event and we were kind of throwing the outdoor event, and every single day for the 10 days leading up to the event, 80% rain, 90% rain, hail, thunderstorms, severe weather, boom, boom, boom, all the stuff. And I just kept telling my wife, "It's going to be fine. It's going to be okay. I promise you it's going to be just... Whatever they're saying it is now, it's not going to be on the day of." And sure enough, we had perfect weather on the day of. It worked out beautifully, not a single drop of rain. So sometimes it just happens like that.   All right, let's talk about celebrity endorsements for financial products as another thing that we have to be wary of. This seems like it's popped up a lot more in recent years. I'm thinking of Super Bowl commercials with celebrities talking about various investments. And I don't know if this gets you in compliance trouble, Tony, but crypto or something along those lines, it's very prevalent now to see celebrities endorsing financial products.   Tony Mauro: You do, you see it a lot. And going back to what we were talking about a little earlier with no fees, these celebrities of course are getting paid to endorse. I mean, hopefully everybody understands that, although even if you do understand that, there's something about seeing that celebrity, especially if it's one you like, endorsing something that you might make an emotional decision to purchase that product just because you see them, you kind of feel like you're part of their group. And I think you need to, obviously with financial products, any of them, check with your advisor, because they're just doing a blanket statement, and I think there's much more to any product itself. If it fits in your plan, regardless of if they've endorsed it or not, it's going to be a good thing. If it doesn't, then obviously you need your advisor to say, "No, that's not suitable for you," depending on what you have in your plan.   But I see it a lot on the marketing side. There's a lot of things out there. Let's say I'm marketing my practice and I get a celebrity to endorse, "Hey, Tony Mauro is the greatest thing. He's the greatest planner, this or that." That resonates with people and these celebrities have themselves out there for hire and it's kind of crazy to have that. I've always told my brothers my celebrity endorsement would be Kiss, the rock group. I don't know what kind of crowd from my past that would attract, but I'm sure those guys for the right fee would dress up and do it. I know Gene Simmons would probably. But it's interesting on those. It's fun to see them, but there is a lot of them endorsing financial products.   Walter Storholt: Yeah, that's pretty funny. I'm just picturing Kiss doing your endorsement.   Tony Mauro: Wouldn't that be funny, had a few of the members in there? I was a big fan. I still-   Walter Storholt: Maybe they could do the jingle.   Tony Mauro: That's right. Do the jingle.   Walter Storholt: Kiss jingle. I love it. Have you ever bought duct tape from the dollar store, Tony?   Tony Mauro: I never have.   Walter Storholt: I have.   Tony Mauro: Have you?   Walter Storholt: It doesn't work very well.   Tony Mauro: I was going to say, did it work? Because it doesn't sound like it's going to work.   Walter Storholt: No, it's not very sticky and it's so thin that you can only really get a few pulls off of the duct tape before it's out. That's why it's only a dollar. There's hardly any on there. It's almost as if they just bought out the used roles that just had a couple of uses left and that's what they're selling for the dollar. Yeah, I wouldn't trust it. I suggest avoiding it.   Tony Mauro: Avoid it. I was going to ask you, is that the stuff they can't sell anywhere else or that falls off the spool or [inaudible 00:15:55].   Walter Storholt: Right, right. It's just the last few bits clinging to the spool I think is what they're selling at the-   Tony Mauro: Yeah, that's cool.   Walter Storholt: ... dollar store duct tape. So watch out for that one. Back to the financial side, friends' or neighbors' retirement strategies. Well, this is one that's tricky, right? Because that's advice and information coming from people we trust.   Tony Mauro: People you trust, and they start, just like the celebrities, you trust them and you figure if it's good enough for them, it might be good enough for you, but in a lot of cases it's not because obviously everybody's different, has different goals and whatnot, and I think that's another thing to run by your advisor as to, "Hey." I mean, we hear it a lot, "Hey, such and such told me this or that." And it's good that they ask what you think, what we think and then we can kind of tell them, "Well, that does in their situation probably apply, but in yours with the way we've got you set up and what you told us you wanted to achieve, that may or may not be the best strategy." But it is a source of information and I just think you need to verify it. I'm saying that about all of these basically, but just yeah, you can't take it as blanket advice. It's almost like just blindly trusting AI to complete your financial plan, because it may not be suitable for you.   Walter Storholt: Yeah, that's another great point. All right, we've got one more real world and one more financial element. The last real world one is autocorrect. Don't trust it.   Tony Mauro: Don't trust it, right? It's-   Walter Storholt: We've all seen it turn one word that we wanted into a different word, right?   Tony Mauro: Yes. I always tell my staff, and I try to do it as well, I would advise it to everybody that's out there, whether it's a text or email, but I think is to proof what you're going to send before you send it. We've all gotten so using autocorrect as a crutch that we're spoiled and we just get fast. And I think sometimes it's actually accepted. You read a text from somebody or an email and it's kind of all garble, but you kind of know what they meant. You figure it-   Walter Storholt: You kind of figure it out, yeah.   Tony Mauro: Yeah. But for us from a business standpoint, it's not very professional to send out stuff that doesn't make sense. But even in the real world, yeah, it might put in the wrong... It's good, but it's not perfect, and a lot of times it doesn't correct proper grammar even close. So if you accidentally type or say something and it's not clear that autocorrect doesn't get it... In fact, just this morning, I was typing something to a tax client in their portal and in the portal it does not have autocorrect and I was kind of mad. I said, "You know what? I'm going to bring that up to the software provider and say, 'You guys need to autocorrect in here because I don't like to have to make sure that I really read this,'" because I get lazy and we start depending on it, but you really can't.   Walter Storholt: I could swap this one in and out with voice to text, right? My dad was a big voice to text person, still is. But when he was still working and this technology was just real... He was a very late convert from the flip phones to a smartphone or tablets that they used at his work. And when he was in the field, he'd always be sending back messages to the office and logging things in there. They were in a service business, so he'd be logging things into their portals and whatnot and using voice to text for everything.   He loved voice to text. He was like, "This is the greatest thing." He'd send me texts, he'd send me long emails that were all dictated. He is like, "I'm not correcting anything. I don't care." And I'm like, "I love you for it because you just don't even worry about it." It's like it says what it says and you can figure it out or don't, just very matter of fact. But this was my favorite thing. When he retired, they had a little retirement party for him at work and the big final thing they did at his retirement party is everyone had submitted their favorite Jim stories of their voice to text and they read them all out loud and they were hilarious.   Tony Mauro: Had a good laugh?   Walter Storholt: Oh, it was a great laugh. They had a good time poking some fun at them and lots of smiles and there were some real doozies in there, too.   Tony Mauro: That's cool.   Walter Storholt: Very entertaining.   Tony Mauro: But yeah.   Walter Storholt: All right, last one here. Financial rules of thumb without context. That's the trust this, go broke part of that. Without context, that's really important there at the end.   Tony Mauro: It is. And in the financial world, there's a lot of rules of thumb out there and a lot of them make sense. I think that just trusting them without verifying and maybe executing them could lead to some financial disaster. So I would highly recommend at least getting an interpretation of that rule of thumb, especially if you kind of don't understand it and where it's going, and make sure it fits in your situation before you just blindly go out and do something that is going to be detrimental, because keep in mind, all of these things outside of the funnies that we're sharing, the serious stuff, as you age and you make more and more of these potential blunders, you start to run out of time. And if you make too many of them and you're sitting there scratching your head at age 58 or 60 saying, "Boy, I'm not even close to where I thought I should be," maybe it's because you did some of these things without advice and that's the biggest thing I want to get over.   I always tell my staff as we're talking about all of these, it kind of ties in, that you're not going to know everything about the tax law and whatnot. You did when you studied and you got your certification, but you need to know where to look, and it's not got to be authoritative. I always tell them, "Do not blindly just go out and read something on Google or Facebook or whatever and think it's true in our area because number one, you know better, and two is who knows what kind of qualifications whoever wrote this had." And so I always harp on them on that.   And my last thought is, and I just shared it with them yesterday, it was right out of accounting today, and it says, "The IRS over the last two and a half years has instituted $162 million in penalties and interest from people that have filed incorrect tax returns saying they got advice online," and it went on to say, this is the IRS talking, "Do not trust Facebook posts and this and that on questionable tax credits and things that can get you in trouble and then you go blindly prepare your own return and next thing you know you got us breathing down your neck." And so if the IRS is saying that, you know it's out there in the financial world as well and in a lot of other sectors too. It could be auto repair, it could be anything.   So make sure that you are working with your advisor. Make sure you have a plan based on your situation so you can get that personal guidance. You could always look up some things and ask questions. I think it's great that we have all this information available to us, but I definitely think that most people are going to be much better off with getting advice from a planner. That's my opinion, of course, but that's my take on it.   Walter Storholt: Yeah, trust is a good thing, bottom line, but in retirement planning, blind trust can be dangerous just like gas station sushi or blindly trusting duct tape from the dollar store or weather forecasts 10 days out. All of those things end up getting us in trouble to some extent. And that's what happens in the financial world when that blind trust enters the equation too.   So that's why it pays off to have a financial plan built on facts and that personalized guidance that Tony just mentioned. If you'd like to set up a time to visit and explore what a financial plan looks like with Tony's help and guidance, you can certainly do that. The number to call is 844-707-7381, and you can also go online to yourplanningpros.com, yourplanningpros.com. We've got all the contact information in the description of today's show so you can find it easily there. Tap into that 30-plus years of financial planning experience that Tony brings to the table, not only as a CPA, but a certified financial planner as well.   Well Tony, thanks so much for all the help today. I'll be back with you again on the next episode before Mark returns and looking forward to chatting with you again soon.   Tony Mauro: All right, we'll see you on the next one.   Walter Storholt: All right, take care everyone. We'll see you again right back here on Plan with the Tax Man.   Securities offered through Avantax Investment Services SM, member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through an Avantax affiliated insurance agency. Investment strategies discussed in this episode may not be suitable for all investors. Please consult with a financial professional.

Money Rehab with Nicole Lapin
Wall Street News Roundup: Is President Biden Broke? Plus, Airline Drama and New Trends in Unemployment

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 24, 2025 13:26


Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks Spirit Airline's latest bankruptcy, the latest trends in unemployment data and whether President Biden needs Money Rehab. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Chit Chat Money
Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle

Chit Chat Money

Play Episode Listen Later Sep 24, 2025 65:04


On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Potomac Perspective with Brian Gardner
Tik Tok on the Clock!

Potomac Perspective with Brian Gardner

Play Episode Listen Later Sep 24, 2025 20:39


It looks like there’s a deal to control the scroll. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss Tik Tok’s likely fate in the United States. Also covered: New H-1B visa fees leave many in state of confusion Crypto “market structure” bill faces new roadblock Government shutdown looms Former VP Harris recounts unprecedented 107 day campaign This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2025See omnystudio.com/listener for privacy information.

Money Rehab with Nicole Lapin
Invest Like the Best: Three Pro Tips from Famed Investors Ray Dalio, Warren Buffett, and Michael Burry

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 23, 2025 7:56


Want to invest like the best? Today, Nicole shares tips from three of the greatest investors of our time: Ray Dalio, Warren Buffett, and Michael Burry. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Before You Shake Hands: The Partnership Red Flags That Could Save You Millions with Elle George

Entrepreneurs on Fire

Play Episode Listen Later Sep 23, 2025 23:43


Elle George is a serial-entrepreneur, disruptor and investor. Her new book, Before You Shake Hands, is the ultimate partnership toolkit with hard-earned lessons on power, betrayal and avoiding million-dollar mistakes. Top 3 Value Bombs 1. Excitement is the enemy of clarity. Slow down and ask uncomfortable questions before you partner with anyone in business. 2. Red flags don't go away, they grow. Ignoring misalignment early on can lead to brutal, costly consequences. 3. Leaving a bad partnership is not failure. Sometimes, exiting is the smartest and most freeing business decision you can make. Grab a copy of Elle's book - Before You Shake Hands Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Policygenius - Secure your family's future. Head to Policygenius.com to compare free life insurance quotes from top companies and see how much you could save. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.  

The Stewardology Podcast
261: Ask the Pastor: Church Finance Edition

The Stewardology Podcast

Play Episode Listen Later Sep 23, 2025 48:19


Pastor Drew Gysi and Tyler Rutherford tackle your most pressing questions about church finances, all through the lens of biblical stewardship and practical wisdom.We'll cover:Is the “threat of churches losing tax-exempt status” legit?What does a healthy church budget look like?Should churches consider bivocational pastors?How should churches set pastoral salaries and benefits?What are the best practices for financial transparency?At the end of the day, church finances are about stewardship, not just spreadsheets. Whether you're a pastor, elder, or church member, this episode will help you think biblically and practically about managing God's resources for Gospel impact.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn 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

Money Rehab with Nicole Lapin
How Maggie Q Went From Spending $0.75 per Day to Hollywood Stardom and a Wellness Empire

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 22, 2025 57:31


You've seen Maggie Q on the big screen in Mission Impossible III, Nikita, and now in the Bosch spin-off Ballard—but what you haven't seen is the money hustle behind the scenes. Until now. Today, Maggie joins Nicole to share her extraordinary journey from being broke to building real wealth, financial independence, and a wellness empire. She opens up about the scrappy ways she saved money, how Jackie Chan changed her life, and the financial (and emotional) fallout of losing her home in a mudslide. Plus, she takes us inside the launch of her wellness brand, Activated You, and opens up about relationships, legacy, and the question of whether she wants to have kids. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Franchising: One of the Best Innovations Since the LLC with Robert Huntington: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 21, 2025 22:08


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Robert Huntington is CEO of Metric Collective, a vertically integrated franchise and technology company. Before Metric he was a BCG consultant, teacher, 50M dollars P and L manager and franchise executive. Top 3 Value Bombs 1. Once you've already proven that you can execute the model, that's when you can start innovating the model. 2. If you have good union economics - if you have something that customers need - and the market is growing, then franchising can be a really attractive route. 3. Franchising means you're in business for yourself - not by yourself. Fill out the lead form and let's chat about franchising - Metric Collective Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Gelt - Your year-round tax partner built for entrepreneurs, business owners, investors, and high net-worth individuals who want to keep more of what they earn. Get a personalized consultation and 10 percent off your first year when you mention Entrepreneurs on Fire. Visit JoinGelt.com/eof. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.

Money Rehab with Nicole Lapin
How the Rich Pass Down Tax-Free Wealth

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 19, 2025 14:31


You've probably heard the saying "the rich get richer."  And you know what? It is true - because the rich know how to pass on wealth tax free. Today, Nicole shares three ways the 1% pass on generational wealth, and how you can too! This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Chit Chat Money
Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg's $600 Billion Bet; $NVDA $INTC $META

Chit Chat Money

Play Episode Listen Later Sep 19, 2025 66:22


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:06) Nvidia's Strategic Investment in Intel(03:08) The Semiconductor Supply Chain Dilemma(10:21) The Future of Intel and TSMC(22:21) Airbnb's Growth Strategies and Advertising(31:57) Mark Zuckerberg's $600 Billion Commitment(36:31) Mortgage Payment Searches and Economic Indicators(40:48) Federal Reserve's Interest Rate Decisions(52:46) Fraud Watch: Trevor Milton and RCI Hospitality(01:04:49) Remitly's New Subscription Model and Market Strategy*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Money Rehab with Nicole Lapin
3 Secrets to Building Generational Wealth and Everything You Want To Know About Working With a Financial Planner

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 18, 2025 50:21


Today, Nicole tackles one of the most important, but often intimidating, questions in personal finance: should I have a financial planner? If the answer is “yes” (and lets be honest, it probably is!), that sets off a domino effect of other questions: When I'm looking for a financial planner, what questions should I ask? Do I have to be rich to get started? What can a financial planner actually do to help me? To answer all of those questions and more, Nicole is joined by Adriana Adams, Head of Financial Planning at Domain Money, to cut through the noise and deliver the straight talk on how to find the right financial planner, and what to expect once you do. But Nicole and Adrianna don't just tell you what a financial planner can help with— they show you. Nicole asks Adrianna for insight on her #1 financial goal: how to set her daughter up for success. They talk custodial brokerages, the new Trump Accounts, trusts, and yes—even how to legally put your baby on payroll. This conversation got so good, Nicole's husband jumped in to get all the useful details! To have your own free conversation with Adrianna or the other financial planners at Domain Money, start here. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial planner before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
Wall Street News Roundup: Shaky Jobs Reports, New Rules for Public Companies and Elon Musk Trillion Dollar Pay Package

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 17, 2025 14:11


Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks the good, the bad and the ugly in the latest jobs report. Plus, she breaks down the implications of President Trump's idea to change quarterly reporting requirements for public companies and talks Elon Musk's latest Tesla shares shopping spree. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Becoming Wealthy and Well-Known with Rory Vaden

Entrepreneurs on Fire

Play Episode Listen Later Sep 17, 2025 24:41


Rory Vaden is the New York Times bestselling author of Take the Stairs, cofounder of Brand Builders Group, an eight-figure entrepreneur, and a hall of fame speaker. Top 3 Value Bombs 1. A personal brand is the digitization of your reputation; not logos, fonts, or color palettes. 2. Focus beats dilution: one audience, one problem, one message, one monetization, one traffic source, one trust-building asset. 3. You can earn more with fewer followers by serving a smaller audience in a deeper way using 'fractal math'. Get Rory's audiobook for free - Wealthy and Well Known Audiobook Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Gelt - Your year-round tax partner built for entrepreneurs, business owners, investors, and high net-worth individuals who want to keep more of what they earn. Get a personalized consultation and 10 percent off your first year when you mention Entrepreneurs on Fire. Visit JoinGelt.com/eof. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.  

The Goldmine
Is It Time to Buy Bonds?

The Goldmine

Play Episode Listen Later Sep 17, 2025 38:32


On episode 189 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Chief Financial Officer Bill Sweet to discuss when investing in bonds makes sense, how to choose the right mortgage, the right balance of Roth vs Traditional, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Compound Show with Downtown Josh Brown
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Sep 16, 2025 114:07


On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public and Rocket Money. Fund your account in five minutes or less by visiting: https://public.com/WAYT Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   Sign up for ⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Money Rehab with Nicole Lapin
Kevin O'Leary (Shark Tank) on Tips For Growing Wealth, Labubu and FTX

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 15, 2025 60:53


Kevin O'Leary, AKA Mr. Wonderful, joins Nicole for a wide-ranging, no-BS conversation about building wealth, protecting it, and enjoying it (but maybe not with a $5 coffee… or maybe yes?). They debate whether people should treat themselves to that latte, unpack the investment rule that shaped Kevin's fortune, and dive deep into today's economic landmines—from real estate and crypto to celebrity prenups and the collectibles craze (spoiler: Kevin's Labubu is worth way more to him than you think). If you're a newbie investor, you won't want to miss where Kevin says he'd invest $1,000 right now. Plus: Kevin shares personal stories on his marriage, prenups, and how his mother's money wisdom still guides his financial decisions today. Nicole and Kevin cover: 00:00 Kevin O'Leary's Legacy and Investment Philosophy 12:41 Collectables and Labubu 15:55 The FTX Fallout and Where Kevin Stands with SBF 23:03 Real Estate and Advice For Homebuyers 24:44 Prenups and Financial Identity 30:44 Marriage and Money 39:21 The Coffee Debate: Small Indulgences vs. Financial Discipline 47:08 Economic Outlook and Elon 50:51 Entrepreneurship and the American Dream 54:05 The Importance of Stepping Out of Your Comfort Zone 56:32 How to Show Money Rehab Some Love This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Sircles – The Social Recommendations App Designed to take out Yelp with John Worthington: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 14, 2025 23:06


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Worthington is the founder and CEO of Sircles App, the social recommendations app designed to take out Yelp. Top 3 Value Bombs 1. You do not have to force yourself to wake up early if you are not a morning person. You can have great success getting up when you feel like your clock is ready. 2. By gamification, you create progression. 3. Having a good product, telling your story the right way, and solving a problem for your consumers will give you a good chance of raising funds to get you started. Caring is Sharing! Sircles provides a fun and intuitive way to find the entertainment and places your friends love - Sircles Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.  

Money Rehab with Nicole Lapin
Is the Housing Market Finally Improving—Or Is It a State of Emergency? With Jon Grauman

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 12, 2025 56:44


Everyone on Wall Street is wondering how the Fed meeting next week is going to affect interest rates— but on Main Street, the big question is: how will the Fed meeting affect mortgage rates?  Today Nicole is joined by expert real estate agent Jon Grauman (Resident Group) to talk about whether the Fed meeting will affect interest rates, the speculation that we may be headed for a housing correction in some major real estate hubs, Treasury Secretary Scott Bessent's proposal to declare housing a state of emergency– and, of course, what these headlines mean for you. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Making $5M Per Year with a Free Marketing Platform with Aurelian Amacker: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 12, 2025 21:33


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Aurelian Amacker is a French marketer who's been in the industry since 2010. In 2018 he launched systeme.io, an all-in-one marketing platform with 10,000 customers and 200,000 free users. Top 3 Value Bombs 1. If you try to integrate different tools, there is no way you will get a good user experience. 2. Entrepreneurship is not about theory. It's about being pragmatic. It's about reality. 3. Focus on more important things, like creating more offers, driving more traffic, and building your email list. Save 30 percent on your annual plan and get 6 FREE bonuses worth 3,682 dollars. The Easiest and Fastest Way to Grow Your Online Business - Systeme.io Startup Annual Plan Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Gelt - Your year-round tax partner built for entrepreneurs, business owners, investors, and high net-worth individuals who want to keep more of what they earn. Get a personalized consultation and 10 percent off your first year when you mention Entrepreneurs on Fire. Visit JoinGelt.com/eof. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.  

The Morgan Housel Podcast
Playing Your Own Game

The Morgan Housel Podcast

Play Episode Listen Later Sep 12, 2025 20:20


Thanks to my friends at Public.comAll investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.

Money Rehab with Nicole Lapin
How to Have $1 Million By The Time You Retire

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 11, 2025 13:05


Today, Nicole cracks the code to the million-dollar question. Literally. How much do you need to invest—and when—to retire with $1 million in the bank? This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
Wall Street News Roundup: IPO Winter is Over, RFK vs Tylenol and Interest Rates

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 10, 2025 12:13


Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks why the six upcoming IPOs mark an exciting new chapter in the market, RFK's upcoming report on Tylenol and an interest rate prediction for the Fed meeting next week. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms⁠⁠⁠ ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Why You're Doing ‘Finance' Wrong, and What You Should Do Instead with Nate Littlewood

Entrepreneurs on Fire

Play Episode Listen Later Sep 10, 2025 24:14


Nate Littlewood helps purpose-led ecomm founders turn chaos & confusion with their finances into clarity & confidence. Top 3 Value Bombs 1. Most founders are terrified of finances because they fear judgment but avoiding them only prolongs the pain. 2. Your financials are your GPS. Without a plan, you're just driving aimlessly. 3. Time is more valuable than money. Track it, prioritize it, and stop doing 15 dollars an hour tasks if you want 200k dollars a year results. Check out Nate's website for free downloadable tools, resources and other startup financial tools. Visit the Services page tailored for early-stage eCommerce founders - Future Ready CFO Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Airbnb - Your home might be worth more than you think. Find out how much at Airbnb.com/host. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.

Money Rehab with Nicole Lapin
"I Want to Buy a House and Have Four Kids— Is My $130K Enough?"

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 9, 2025 32:03


Today's guest is a fellow financial nerd in the best way— she's in her early 30s, she and her partner are crushing it with no debt, strong savings, and even own a rental property. But like so many of us, she's wondering: Are we doing enough? Are we doing it right? And how do we afford the life we want without falling into a trap of financial FOMO? Today, Nicole talks her through it— from buying a house, to starting a family, with some fun purchases in between. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
How to Buy Happiness with Dr. Arthur Brooks

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 8, 2025 58:47


We talk a lot on this show about building wealth. But if we're not also building a life that makes us happy, what's the point? Today's guest Dr. Arthur Brooks, one of the world's leading voices on the science of human happiness, joins Nicole to explain how money can help— and hurt— our pursuit of happiness. Check out Arthur's latest book The Happiness Files Watch Arthur's show Office Hours This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Entrepreneurs on Fire
Cold Calling is NOT a Numbers Game with David Walter: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Sep 7, 2025 20:43


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. David Walter is an author, speaker and sales trainer. His claim to fame came from a cold-calling hot streak, during which he set 15 appointments a day for six months straight. He later ran a prospecting call center, helping companies make millions. His book is a No. 1 best-seller on Amazon and he is a Contributor to Entrepreneur. Top 3 Value Bombs 1. Luck is when preparation meets opportunity. 2. Cold callers are 3 feet from gold. If you can just move over 3 feet in time, you are going to hit that gold. 3. Cold calling is not dead, people simply have the wrong beliefs about it; you just have to change your approach. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Airbnb - Your home might be worth more than you think. Find out how much at Airbnb.com/host. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.

Money Rehab with Nicole Lapin
Wall Street News Roundup: State of Emergency on Housing, Vegas' Tourism Problem and Illegal Tariffs

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 5, 2025 8:26


Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks why the tourism industry in the US is suffering, the consequences of the new ruling that would reverse (and refund!) the Trump tariffs and whether housing in the United States really is a state of emergency. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms⁠⁠ ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
Inside The Fed and the Future of Interest Rates and More with Austan Goolsbee, President of the Federal Reserve Bank of Chicago

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 4, 2025 46:54


Today, we're pulling back the curtain on one of the most powerful institutions in the global economy: the Federal Reserve. The Fed's meeting later this month isn't the only reason the central bank is in the headlines. Between President Trump's push to oust both the BLS Commissioner and Fed Governor Lisa Cook, and his mounting public pressure on Fed Chair Jerome Powell, all eyes are on the Fed like never before. In this special joint episode of Money Rehab and Mo News, Nicole and Mosh are joined by Austan Goolsbee, FOMC member and President of the Federal Reserve Bank of Chicago.  Goolsbee shares what it's like to be in historic Fed meetings, breaks down the balancing act between inflation and interest rates, and weighs in on the critical role of the Fed's independence. They also dig into whether the data that guides these billion-dollar decisions is still up to snuff in 2025, and what interest rates might actually look like in the months ahead. If you want to know where interest rates—and the economy—are headed, this is the episode to take to the bank. Subscribe to Mo News Follow Austan Goolsbee's work This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
The Spousal IRA: the Retirement Account Every Full-Time Parent Needs

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 3, 2025 8:02


Some retirement options (like 401ks) can only be funded with contributions from income. So where does that leave full-time parents and homemakers? Luckily, there is a solution. Nicole breaks down the retirement option every spouse not earning income needs to know, and even how to include it in a prenup. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Money Rehab with Nicole Lapin
How to Make an All-Cash Offer on a House (Even If You Don't Have the Cash)

Money Rehab with Nicole Lapin

Play Episode Listen Later Sep 2, 2025 8:43


No cash? No problem! Today, Nicole explains the money moves that can help you make an all-cash offer on a home... even if you don't have the $! This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.