Podcasts about wealth management magazine

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess On this our 279th episode, our returning guest is… me! My previous solo episodes were: Episode 41 - Rob Burgess Episode 62 - Rob Burgess [II] Episode 84 - Rob Burgess [III] Episode 100 - Rob Burgess and Ash Burgess Episode 117 - Rob Burgess [IV] Episode 131 - Rob Burgess [V] Episode 135 - Rob Burgess [VI] Episode 182 - Rob Burgess [VII] Episode 189 - Rob Burgess [VIII] Episode 194 - Rob Burgess [IX] Episode 200 - Rob Burgess [X] Episode 205 - Rob Burgess [XI] Episode 215 - Rob Burgess [XII] Episode 220 - Rob Burgess [XIII] Episode 226 - Rob Burgess [XIV] Episode 230 - Rob Burgess [XV] Episode 243 - Rob Burgess [XVI] Episode 252 - Rob Burgess [XVII] Episode 265 - Rob Burgess [XVIII] Episode 267 - Rob Burgess [XIX] I am a 35-time award-winning journalist whose work has appeared in print, radio, online, and television. I am currently a Reporter for Financial Planning Magazine. Most recently, I was Technology Reporter for Wealth Management Magazine; Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. Follow me on Bluesky: bsky.app/profile/robaburg.bsky.social Follow me on Mastodon: newsie.social/@therobburgessshow Check out my Linktree: linktr.ee/therobburgessshow Subscribe to my Substack: therobburgessshow.substack.com/

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 267th episode, our guest is… me! This is my 20th solo episode of the podcast. The others were: Episode 41 - Rob Burgess Episode 62 - Rob Burgess [II] Episode 84 - Rob Burgess [III] Episode 100 - Rob Burgess and Ash Burgess Episode 117 - Rob Burgess [IV] Episode 131 - Rob Burgess [V] Episode 135 - Rob Burgess [VI] Episode 182 - Rob Burgess [VII] Episode 189 - Rob Burgess [VIII] Episode 194 - Rob Burgess [IX] Episode 200 - Rob Burgess [X] Episode 205 - Rob Burgess [XI] Episode 215 - Rob Burgess [XII] Episode 220 - Rob Burgess [XIII] Episode 226 - Rob Burgess [XIV] Episode 230 - Rob Burgess [XV] Episode 243 - Rob Burgess [XVI] Episode 252 - Rob Burgess [XVII] Episode 265 - Rob Burgess [XVIII] I am a 33-time award-winning journalist whose work has appeared in print, radio, online and television. I am currently a Reporter for Financial Planning Magazine. Most recently, I was Technology Reporter for Wealth Management Magazine; Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. And please take a moment before this episode starts to subscribe to my free or paid your choice Substack which you can find at: therobburgessshow.substack.com Follow me on Bluesky: bsky.app/profile/robaburg.bsky.social Follow me on Mastodon: newsie.social/@therobburgessshow Check out my Linktree: linktr.ee/therobburgessshow

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 265th episode, our returning guest is… me! This is my 19th solo episode of the podcast. The others were: Episode 41 - Rob Burgess Episode 62 - Rob Burgess [II] Episode 84 - Rob Burgess [III] Episode 100 - Rob Burgess and Ash Burgess Episode 117 - Rob Burgess [IV] Episode 131 - Rob Burgess [V] Episode 135 - Rob Burgess [VI] Episode 182 - Rob Burgess [VII] Episode 189 - Rob Burgess [VIII] Episode 194 - Rob Burgess [IX] Episode 200 - Rob Burgess [X] Episode 205 - Rob Burgess [XI] Episode 215 - Rob Burgess [XII] Episode 220 - Rob Burgess [XIII] Episode 226 - Rob Burgess [XIV] Episode 230 - Rob Burgess [XV] Episode 243 - Rob Burgess [XVI] Episode 252 - Rob Burgess [XVII] I am a 33-time award-winning journalist whose work has appeared in print, radio, online, and television. I am currently a Reporter for Financial Planning Magazine. Most recently, I was Technology Reporter for Wealth Management Magazine; Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. And please take a moment before this episode starts to subscribe to my free or paid your choice Substack which you can find at: therobburgessshow.substack.com Follow me on Bluesky: bsky.app/profile/robaburg.bsky.social Follow me on Mastodon: newsie.social/@therobburgessshow Check out my Linktree: linktr.ee/therobburgessshow

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 252nd episode, our returning guest is … me! I am a 32-time award-winning journalist whose work has appeared in print, radio, online and television. I am currently a Reporter for Financial Planning Magazine. Most recently, I was Technology Reporter for Wealth Management Magazine; Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a Reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. This is my 17th solo episode of the podcast. The others were: Episode 41 - Rob Burgess Episode 62 - Rob Burgess [II] Episode 84 - Rob Burgess [III] Episode 100 - Rob Burgess and Ash Burgess Episode 117 - Rob Burgess [IV] Episode 131 - Rob Burgess [V] Episode 135 - Rob Burgess [VI] Episode 182 - Rob Burgess [VII] Episode 189 - Rob Burgess [VIII] Episode 194 - Rob Burgess [IX] Episode 200 - Rob Burgess [X] Episode 205 - Rob Burgess [XI] Episode 215 - Rob Burgess [XII] Episode 220 - Rob Burgess [XIII] Episode 226 - Rob Burgess [XIV] Episode 230 - Rob Burgess [XV] Episode 243 – Rob Burgess [XVI] And please take a moment before this episode starts to subscribe to my free or paid your choice Substack which you can find at: therobburgessshow.substack.com Follow me on Bluesky: bsky.app/profile/robaburg.bsky.social Follow me on Mastodon: newsie.social/@therobburgessshow Check out my Linktree: linktr.ee/therobburgessshow

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 243rd episode, our guest is… me! This is my 17th solo episode of the podcast. The others were: Episode 41 - Rob Burgess Episode 62 - Rob Burgess [II] Episode 84 - Rob Burgess [III] Episode 100 - Rob Burgess and Ash Burgess Episode 117 - Rob Burgess [IV] Episode 131 - Rob Burgess [V] Episode 135 - Rob Burgess [VI] Episode 182 - Rob Burgess [VII] Episode 189 - Rob Burgess [VIII] Episode 194 - Rob Burgess [IX] Episode 200 - Rob Burgess [X] Episode 205 - Rob Burgess [XI] Episode 215 - Rob Burgess [XII] Episode 220 - Rob Burgess [XIII] Episode 226 - Rob Burgess [XIV] Episode 230 - Rob Burgess [XV] I am a 31-time award-winning journalist whose work has appeared in print, radio, online and television. I am currently Technology Reporter for Wealth Management Magazine. Most recently, I was Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. Subscribe to my newsletter: http://tinyletter.com/therobburgessshow Follow me on Mastodon: https://newsie.social/@therobburgessshow Check out my Linktree: https://linktr.ee/therobburgessshow Check out my website: http://www.thisburgess.com/ Here are the episodes featuring regular guests Josh Sigler and Brandon Chapman: http://www.therobburgessshow.com/2018/02/regular-guest-brandon-chapman.html And regular guest Louis Moore: http://www.therobburgessshow.com/2017/08/regular-guest-louis-moore.html

Eric Roberge is a fee-only financial planner located in Boston, MA serving clients locally and across the country. Beyond Your Hammock helps high-achieving professionals in their 30s and 40s live well today while still planning responsibly for tomorrow. BYH specializes in comprehensive financial planning and investment management programs to address the most pressing financial needs, goals, and questions of clients and builds financial strategies to provide the best course of action. Beyond Your Hammock has been named one of the best financial planning firms in Boston by Expertise.com and is part of Investopedia's Top 100 Financial Advisors. He is also part of Investment News' exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch. To schedule a call and learn more about working together, head here to get a free Exploratory Session: www.booknow.so/EricRoberge       Thank you for listening to the A+ Parents podcast. If you love the show, don't forget to subscribe, share and leave us a review. Also, follow us online at www.aplusparents.com  www.mrdmath.com or on our social channels @MrDMathlive @aplusparentspodcast   Also, host Dennis DiNoia has a new book out NOW called “Teach: Becoming Independently Responsible Learners. Order your copy: https://aplusparents.com/teach   OR on Amazon   https://www.amazon.com/dp/B09X2B3MG8/ref=cm_sw_r_sms_api_i_DDH16A3BD5X79CSFSQXB   To learn more about Mr.D Math Live Homeschool classes, visit:   https://mrdmath.edu20.org/visitor_class_catalog?affiliate=10252228

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: Roccoacarriero.com Twitter: https://twitter.com/roccoacarriero?lang=en Instagram: https://www.instagram.com/threecordsapproach/?hl=en LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-56555317/ Facebook: https://www.facebook.com/ThreeCordsApproach/   *E – explicit language may be used in this podcast.

Are you an entrepreneur? Are you struggling managing your finances? Get advice from Rocco Carriero to help business owners create a financial plan. Watch the video About Rocco: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Rocco: Roccoacarriero.com

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEOs, and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor, and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, and NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.   In this episode, Rocco talks about understanding your dream for the future. You will also learn how Rocco achieved the life he always wanted. Rocco believes that creating personalized wealth management solutions will help his clients bring their vision to life, considering personal, family, and business goals in every decision.   Connect with Rocco A. Carriero Instagram Linkedin Twitter Balance Your Business, Balance Your Life (book) Rocco A. Carriero   Connect with Mike Szczesniak Instagram LinkedIn YouTube

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

Join me for an inspiring talk with Heather Fortner of SignatureFD, a $6B+ RIA in Atlanta. She joined SigFD as a client service associate 20 years ago when they had $250 mm. Now as the CEO and Chair of the Board, she is leading the firm to $10B by 2025. In this episode, Heather and I discuss:Her backstory and the key traits that gave her the ability to adapt and succeed — from a surgical intern to CEO of a $6B+ RIAThe importance of failing (hope you don't want Heather to bake you cookies!)How surrounding herself with a trustworthy circle allowed her to stand authentically in the face of adversityWhy specialists and niches are the future of wealth advisoryA culture of humans first, profit secondHow financially healthy families create generational impact and healthy communitiesMore About Heather FortnerHeather was awarded CEO of the Year by Wealth Management Magazine in 2021 and Most Admired CEO by the Atlanta Business Chronicle in 2022. In 2023, she was selected to the Leadership Atlanta Class of 2023 and named to the Titan 100 List. As a longstanding advocate of DEI initiatives, Heather has helped SignatureFD achieve a 90% female executive leadership team. Heather is recognized as a thought leader, writer, and speaker, and also has extensive board experience, currently serving on the Fidelity RIA Leader's Council, the Goldman Sachs Advisor Solutions Panel, and the Advisory Board for Mammoth Investors.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe  - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron's, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and the Wall Street Journal. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro.03:16 - The relationship between Freedom metrics and returns for emerging markets. 09:34 - The four main elements of autocracy risk for investors in countries under authoritarian rule. 28:26 - What characteristics investors should look for in emerging markets? 35:08 - What Perth's due diligence process looks like for investments? 41:52 - The biggest trends shaping emerging markets over the coming years.43:48 - The biggest challenges facing emerging markets. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Life + Liberty Indexes and FRDM index.Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane. or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Instead of trying to time the market or pick single stocks, automate your investments and invest in a variety of companies with Betterment.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Support our free podcast by supporting our sponsors.Connect with Robert: TwitterEmail: robert@theinvestorspodcast.comConnect with Perth: Website | LinkedIn See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 230th episode, our guest is … me! This is my 16th solo episode of the podcast. The others were Episode 41, Episode 62, Episode 84, Episode 117, Episode 131, Episode 135, Episode 182, Episode 189, Episode 194, Episode 200, Episode 205, Episode 215, Episode 220 and, on Episode 100, I was joined by my wife and regular guest Ash Burgess, who interviewed me. I am a 31-time award-winning journalist whose work has appeared in print, radio, online and television. I am currently Technology Reporter for Wealth Management Magazine. Most recently, I was Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. Subscribe to my newsletter: http://tinyletter.com/therobburgessshow Follow on Mastodon: https://newsie.social/@therobburgessshow Check out my Linktree: https://linktr.ee/therobburgessshow Check out my website: http://www.thisburgess.com/

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

Dustin Giannangelo is the CEO and Founder of Fusion Wealth Management, one of the preeminent financial planning firms in the country. Dustin has had the privilege of working with a select group of affluent families, top-level executives & driven entrepreneurs to build an amazing life of significance. Dustin is passionate about financial planning and believes that with the right tools and guidance, people can be empowered to make smart decisions. He loves to help make a positive impact on people's financial situations by clarifying their goals that lead to decisions that create a successful and fulfilling life.He's been featured in Forbes, Thrive Global, U.S. & World Report, Authority Magazine, The Street, Wealth Management Magazine, etc. A native of Arizona, Dustin, and his wife have been married since 2011 and have three children.https://www.linkedin.com/in/dustingiannangelo/https://www.facebook.com/FusionWealthManagementhttps://www.instagram.com/fusionwealthmanagement/?hl=enMac and Bleu is the hot new podcast dedicated to all things related to building Arizona. Topics discussed range from construction, economic development, supply chain, and market segments.Mac & Bleu also includes diversity in construction, local politics affecting construction, women in construction, construction technology, and more.The host JJ Levenske of Bleuwave have their finger on the pulse of the people building Arizona.The show brings in the brightest minds in their perspective positions and industries and JJ has the unique ability to touch on the subject matter that you want to hear.If you want to know who's building Arizona, tune in and subscribe to Mac and Bleu today!___________________________________________________________________________________JJ Levenske is a seasoned construction executive with over 30 years of experience in the commercial and industrial sectors.From pre-construction services to complex quality controls and close-outs, he brings a commitment to delivering the highest levels of professionalism and customer service.

Hello and welcome to The Rob Burgess Show. I am, of course, your host, Rob Burgess. On this our 226th episode, our guest is … me! My first solo episode of this podcast was Episode 41, the second was Episode 62, the third was Episode 84, the fourth was Episode 117, the fifth was Episode 131, the sixth was Episode 135, the seventh was Episode 182, the eighth was Episode 189, the ninth was Episode 194, the tenth was Episode 200, the 11th was Episode 205, the 12th was Episode 215 and the 13th was on Episode 220. And, on Episode 100, I was joined by my wife and regular guest Ash Burgess, who interviewed me. I am a 28-time award-winning journalist whose work has appeared in print, radio, online and television. I am currently Technology Reporter for Wealth Management Magazine. Most recently, I was Editor of the Wabash Plain Dealer; News Editor of NUVO; Managing Editor of the Indiana Lawyer; and City Editor, Opinion Page Editor and Editorial Board Member of the Kokomo Tribune. I was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television. Oh yeah, and I'm also the proprietor of the podcast, The Rob Burgess Show. Here are links to the articles, podcasts and websites mentioned in this episode: Subscribe to my newsletter: http://tinyletter.com/therobburgessshow Follow on Mastodon: https://newsie.social/@therobburgessshow Check out my Linktree: https://linktr.ee/therobburgessshow Brennan Center for Justice: “What Went Wrong with New York's Redistricting”: https://www.brennancenter.org/our-work/research-reports/what-went-wrong-new-yorks-redistricting This American Life: Ep. 784 - “Mapmaker, Mapmaker, Make Me a Map”: https://www.thisamericanlife.org/784/mapmaker The New Yorker Radio Hour: “A Local Paper Sounded the Alarm on George Santos. Nobody Listened”: https://www.newyorker.com/podcast/the-new-yorker-radio-hour/a-local-paper-sounded-the-alarm-on-george-santos-nobody-listened

If you're a foreign investor looking to invest in the US real estate market, this episode is for you! Join Emily Zhu as she gives an in-depth look at the EB-5 investment process, its benefits, and tips on prime locations to put your money in. Tune in now to explore this path to becoming a civic-minded investor!Key Takeaways to Listen forEB-5 investment: What it is, how it works, and how much you need to invest3 primary elements to consider before investing in a marketLucrative opportunities to diversify your real estate assetsWhich areas should you invest in based on your investment appetite?The importance of thinking long-term and planning for the futureResources Mentioned in This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Emily ZhuEmily is a veteran marketing professional and a seasoned investor with international speaking experience in real estate development, capital markets, law, and venture capital. She has been helping to launch more than $500 million worth of new real estate projects in New York City each year and has been featured in Wealth Management Magazine as one of the 14 most influential women in real estate in 2022.Her marketing initiative has led each project under her management to become the number one top-selling or the top-performing in sales volume in each of the last three consecutive years. She currently serves as the Chair of the Commercial Real Estate Committee of the Asian Real Estate Association of America. Connect with EmilyWebsite: New Empire CorpLinkedIn: Emily ZHUTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.Support the show

Today, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners.   Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.    Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Rocco Carriero shares: What are the 3 areas of true wealth? Family, Business & Self. The importance of taking a regular inventory of where you are now, in each of those areas. How to get clear on the empowering question - 'what is it that you want from life?' How to manage company culture effectivel How he has managed to retain his clients for decades and have a low turnover rate with his team How to set up KPIs for your business His system for reflection every 90 days Why he has a bucket list goal to own a hotel in Italy Resources 3 Chords Approach To Life & Business By Rocco A Carriero https://books.forbes.com/authors/rocco-a-carriero/   Rocco's website: https://roccoacarriero.com    Who Not How By Dan Sullivan https://whonothow.com/   If you would like more insights on profit maximization for your business visit www.ProfitHive.com.au

Bloomberg Radio host Barry Ritholtz speaks with Perth Tolle, who is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Tolle was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Tolle lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Tolle was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.  See omnystudio.com/listener for privacy information.

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Identifying and Creating a Financial Plan.Commitment to developing a strategic financial plan.Matching your financial resources to your family goals.Connect with Rocco Carriero:https://capitalgainstaxsolutions.com/matching-your-financial-resources-to-your-family-goals-with-rocco-carriero/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.We chat about:Why Rocco wrote his book Three Cords Approach to Life and Wealth Management for Business OwnersThe “three cords” to life: business, family, and yourself.The first step to interweaving all three braids into one strong cordAttaining work-life balancePrioritizing one's own healthRisks to wealthBuilding a retirement portfolio for personal fulfillmentWhat does retirement look like for a business owner?How soon should people be considering eldercare?Legacy and estate planningConnect with Rocco Carriero!Website: https://roccoacarriero.comLinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/LIKE • SHARE • JOIN • REVIEWWebsitePatreonApple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. We chat about: Why Rocco wrote his book Three Cords Approach to Life and Wealth Management for Business Owners The “three cords” to life: business, family, and yourself. The first step to interweaving all three braids into one strong cord Attaining work-life balance Prioritizing one's own health Risks to wealth Building a retirement portfolio for personal fulfillment What does retirement look like for a business owner? How soon should people be considering eldercare? Legacy and estate planning Connect with Rocco Carriero! Website: https://roccoacarriero.com (https://roccoacarriero.com) LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/ (https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://www.patreon.com/reimastermind (Patreon) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD Support this podcast

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.   Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.   https://roccoacarriero.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Over the past year, Kelly has talked a lot about “the profession.” Broadly, that refers to the tax world. However, tax as a career isn't always easy to categorize, and not all tax professionals are accountants or preparers. Kelly is often asked how to get started in tax, and since the answer can be so nuanced, she was inspired to start an occasional series highlighting nontraditional tax careers. There are so many careers in tax besides accounting and preparing. For those who find data, legislature, and current events most exciting, tax reporting could be the perfect career. On today's episode of the Taxgirl podcast, Kelly is joined by Allyson Versprille to chat about her career as a tax reporter. Allyson is a senior reporter covering tax and the IRS with Bloomberg Tax. Her articles deal with everything from significant regulatory developments to administrative news, especially that which involves the IRS. She has also worked as a reporter on Capitol Hill, writing about major tax legislation including the major 2017 tax overhaul. She's appeared on Bloomberg Radio and Bloomberg Surveillance, as well as Bloomberg's Talking Tax. Her work has appeared in Wealth Management Magazine and Accounting Today. Her reporting on state and corporate tax issues has won awards. Listen to Kelly and Allyson talk about her career in tax and reporting:How did Ally choose a career in tax reporting, and what steps did she take to get to where she is now? Ally shares her experience in college learning about broadcast journalism and ultimately switching her focus from pre-med to journalism. How did her early days of journalism take her to tax reporting? When she began her reporting career she was interning in New York City and covering news on Ebola. Eventually, she received an email from a Bloomberg representative that they were interested in bringing her on board as a tax reporter.  While she never thought she'd become a tax reporter, Ally says now she's always telling her team "there's always a tax angle." How does Ally get her stories, and how does she decide what will make a good piece of tax writing? She shares how she often will speak to other industry professionals about what current events or concepts are buzzing around their firms and offices, and she also has a finger on the pulse of #TaxTwitter and social media to gauge what topics are most prevalent. Where does she get her sources, and does she ever have anonymous sources? Where does she get her sources, and does she ever have anonymous sources? She does sometimes use anonymous sources, but that's not very common. How did Ally learn how to decide what stories are worthwhile and which pitches aren't worth her time? She follows the most interesting and exciting story ideas in general, and also says she tries to connect with sources within a day of the event breaking. Anything with interesting data, headlining news or topics, or a particularly unique angle catches her eye as well. What's her favorite part of tax reporting? Ally says anytime she finds a story or topic that no one else has “discovered” yet, the feeling of “getting a big scoop,” is what keeps her excited about her job every day. What's her least favorite part of the job? She shares with a laugh about the stress of receiving a dense IRS regulation debrief on a Friday afternoon. Also, occasionally in the process of breaking a story, someone else will beat her to it, which can be pretty frustrating. Who does Ally wish she could interview? She says she'd love to sit down with IRS Commissioner Charles Rettig, and would also be excited to interview Mark Mazur again since he stepped into his role dealing with tax policy. What advice does Ally have for someone just starting out in reporting? In college, try to find a specialty in the journalism sphere. Outside of school, she says her best advice is to simply reach out to people in positions that you would love to be in yourself to make some network connections.

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.    During the show we discuss: ● The importance of having a work-life balance ● The advantages of improved work-life balance ● A perfect work-life balance ● How to achieve balance in taking care of yourself, family, and financial  ● “Work to live” and “Live to Work” ● Why is it challenging to balance life and business ● The 3 cords approach to life and wealth management ● Why are these 3 interwoven with each other ● How to balance the 3 cords ● How to develop the strategies in planning your life and business ● The factors contributing to the success of a plan ● Which of the 3 cords should you start planning ● How to manage your personal life while running your business ● The techniques for establishing work-life balance ● The key to a successful wealth management ● Tips to live your best life   Show resources: https://roccoacarriero.com/

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.A frequent speaker at investment industry events and for various financial media including Barron's, Bloomberg, CNBC, Cheddar, and MarketWatch, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine for her work on freedom investing.In this episode, we will discuss the intersection of investing and freedom and what drove her to start Life+Liberty Indexes.

In this episode of The Small Print, Bronwyn is joined by Perth Tolle, founder of Life + Liberty Indexes, the world’s first freedom-weighted emerging markets index. What is freedom-weighting? How do you define freedom? They talk about the shortcomings of traditional ETFs, which emerging markets are currently performing best, and why China and Saudi Arabia are excluded from their index. Bronwyn and Perth also discuss China’s “missing women” phenomenon, the relationship between social liberties and long-term economic benefits, and why South Africa’s politically engaged public is a sign of hope. --- Bronwyn Williams is a futurist, economist, trend analyst and host of The Small Print. Her day job as a partner at Flux Trends involves helping business leaders to use foresight to design the future they want to live and work in. You may have seen her talking about Transhumanism or Tikok on Carte Blanche, or heard her talking about trends on 702 or CNBC Africa where she is a regular expert commentator. When she's not talking to brands and businesses about the future, you will probably find her curled up somewhere with a (preferably paperback) book. She tweets at @bronwynwilliams. Twitter: https://twitter.com/bronwynwilliams Flux Trends: https://www.fluxtrends.com/future-flux/futurist-in-residence/ Website: https://whatthefuturenow.com/ --- Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM Index), the world’s first freedom-weighted emerging markets equity index strategy. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media, including Barron’s, Bloomberg, CNBC, Cheddar, and MarketWatch. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine for her work on freedom investing. Twitter: https://twitter.com/Perth_Tolle Life & Liberty Indexes: https://www.lifeandlibertyindexes.com/ --- Follow us on Social Media: YouTube: https://bit.ly/2u46Mdy LinkedIn: https://www.linkedin.com/company/discourse-za Facebook: https://www.facebook.com/discourseza/  Twitter: https://twitter.com/discourseza  Instagram: https://www.instagram.com/discourseza/   Subscribe to the Discourse ZA Podcast: iTunes: https://apple.co/2V5ckEM Stitcher: https://bit.ly/2UILooX Spotify: https://spoti.fi/2vlBwaG RSS feed: https://bit.ly/2VwsTsy Intro Animation by Cath Theo - http://www.cuzimcath.co.za/

Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth is a frequent speaker at investment industry events and provides commentary to various financial media. She is a member of Women in ETFs. Perth was selected as one of the 10 to Watch in 2020 by Wealth Management Magazine for her work on freedom investing.

Today I was hugely lucky to speak to Perth Tolle, founder of Life + Liberty Indexes. First of all, Perth spoke to us from Houston, Texas, an area recently hit by Hurricane Laura. Luckily, Houston avoided any severe impact, but unfortunately, the weather did play havoc with Perth's internet connection, which does mean some of the interview's audio isn't quite as clear as usual. But, after a herculean effort from our editors, I really hope you enjoy the episode.And for a quick introduction, having worked as a private banker for one of the biggest asset managers in the world, Fidelity Investments, 10 years later Perth decided to found her own firm in 2014. Life & Liberty indexes is a purveyor of indices & ETFs designed to produce long-term outperformance in emerging markets while observing the freedom and human rights of the subjects within those nations. Frequently quoted throughout financial media, including numerous Bloomberg interviews, Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine. If you're serious about the impact your investments have on the world, this isn't one to miss. During the call, Perth mentions an article by colleague Jin Won Choi that busts the myth of Chinese outperformance in EM funds and indices, here it is: https://www.enjine.com/blog/frdm-invest-in-emerging-markets Want further Opto insights? Check out our daily newsletter:https://www.cmcmarkets.com/en-gb/opto/newsletter