Dave Smith expounds upon current events, our government, foreign policy, and all things Libertarian. He is part of the new generation of pundits. He'll educate you and open your eyes to the possibility of a truly free nation. Sign up at https://partoftheproblem.com and get early access to the episodes, access to the inner circle private forum, and a bonus episode exclusively for subscribers!
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Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financ ...
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations f ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Aspen Funds
Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Kwik Brain is a fun, fast-paced show designed to help busy people learn and achieve anything in a fraction of the time! Your coach, Jim Kwik (his real name), is the brain & memory trainer to elite mental performers, including many of the world’s leading CEO’s and celebrities. In this easy to digest bite-sized podcast, you will discover Kwik’s favorite shortcuts to read faster, remember more, and ‘supercharge’ your greatest wealth-building asset: your brain. Whether you’re a student, senior, ...
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Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding per ...
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
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Listen to the NextWave Private Equity podcast series, where Bridget Walsh, EY Global Private Equity Leader, will speak with industry leaders to discuss emerging opportunities and industry trends shaping the global private equity landscape.
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The Private Practice Startup is owned by Kate Campbell, PhD, LMFT & Katie Lemieux, LMFT, two therapists who built their 6-figure private practices from the ground up. We're passionate about inspiring mental health professionals on their private practice journey from startup to mastery! On our podcast, we interview entrepreneurs, experts in the mental health and business arenas and successful private practitioners to provide a wealth of information for our listeners! We LOVE interviewing all ...
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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
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Making Billions: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors
Ryan Miller
Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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Beau Eckstein, Real Estate Entrepreneur, TV Personality, Private Money and Construction Financing Specialist and Investor.
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A brief recap of the weeks economic activity presented by the Chief Investment Officer at AHR Private Wealth.
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Join Sim, a young millionaire investor, as her friends and her break down the intimidating and not-so-well-taught world of investing and growing wealth, minus the jargon. Monday = we share our thoughts on your deepest, darkest money secrets or hot takes with Money Confessions. Tuesday = we deep dive into investing topics, minus the jargon. Thursday, we spill the tea on how to create a seven-figure side hustle with Girls That Startup - because no one saves their way to wealth. Hosted on Acast ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
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The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
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Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Smart real estate investing will give you the time and the money to live life on your own terms! We call that real wealth. Host Kathy Fettke is Co-CEO of Real Wealth Network, author of the best selling “Retire Rich with Rentals" and the host of companion podcast, Real Estate News for Investors. Kathy Fettke launched this podcast in 2003 to share her own secrets and those of top experts in the real estate investing field. She along with guests like Robert Kiyosaki, Peter Schiff, Doug Duncan, ...
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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Without Warning Podcast® is a true crime in real-time. This podcast goes behind the scenes with renowned private investigator Sheila Wysocki as she pulls back the curtain on official police investigations of real, tragic deaths that don’t add up. Crowdsourcing Justice™. In Season One of the Without Warning® podcast, Wysocki investigates the tragic death of Lauren Agee, who died while attending a lakeside boating event with friends. Is the police's conclusion that it was an accident consisten ...
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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In this podcast for investing, Stacie Jacobsen, Senior National Director, provides insights on the economy, global markets, and all the complexities of wealth management.
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Future Delivered. The Motive Partners podcast.
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Search Party is a video-podcast dedicated to elevating knowledge of the Entrepreneurship-Through-Acquisition (ETA) strategy, an increasingly popular model for private investing and wealth creation. The thought-leadership series is hosted by private capital journalist David Snow, and features expert commentary by Next Coast Legacy’s Dustin Sellers and Anthony Walker, two veterans of the ETA strategy. Search Party explores the ”searcher” model for wealth creation in the lower-middle-market, an ...
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Welcome to this Private & Exclusive "Build the Missing Middle" Podcast Mini-Series Hosted by Dave, Kartik, and Jimmy, this private series introduces our power team, provides up-to-date resources, and assists our community of Missing Middle developers in navigating today's everchanging landscape, and dedicated to cdreating a positive impact through contribution. We also aim to educate and ensure transparency for our passive investors.
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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Welcome Heroes! This is the Hero of the Hour podcast, the show dedicated to helping you learn the concepts, techniques, and pathways to build multi-generational wealth and achieve financial freedom. Hosted by Mark B. Murphy, founder, and CEO of Northeast Private Client Group and author of three books on wealth management, including his latest release, The Ultimate Investment. Mark brings you insightful interviews and conversations with executives and industry leaders to investigate what it m ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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The Founder's Journey with David Howitt
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In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and lea…
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$200M in Real Estate: Building the Foundation For Massive Wealth
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Send us a text Hey, welcome to another episode of Making Billions. I'm your host, Ryan Miller, and today I have my dear friend Gary Lipsky. Gary is the founder of a real estate fund with over get this $200 million in assets called Break of Day Capital. Gary and his company was voted the 25th fastest growing real estate company by Inc. Magazine. Not…
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Beyond Surface Metrics of Private Market Investments: A Conversation with Michael Zeuner & Matt Farrell
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In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, senior investment manager, to explore how private investors can gain better insights into their portfolios by looking beyond traditional metrics like Internal Rate of Return (IRR) and Net Asset Value (NAV). Key points…
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How tech is unlocking the private wealth opportunity for Private Equity
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In this episode on the NextWave Private Equity Podcast, Matt Brown Founder, CEO and Chairman of CAIS, joins Bridget Walsh to discuss how technology can unlock private wealth for private equity. Technology is revolutionizing the private wealth market, enabling independent advisors to access alternative investments and compete with larger firms. Foun…
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Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar
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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier f…
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Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison
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In this episode of the Wealth Exchange, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Don Harrison, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Don has extensive experience in the commercial real estate industry and recently served on the senior executive team for Great West Life Realty Ad…
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176. Democratizing Access to Flying Private Jets feat. Paul Svensen
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…
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Another Response to Konstantin
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Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by co-host Robbie "The Fire" Bernstein to discuss their take on Konstantin Kisin's new video "Why I'm Off the Fence About Israel's War." Part Of The Problem is available for early pre-release at https://partoftheproblem.com as well as an exclusive e…
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IFP EP772-How Virtual Assistants Skyrocketed My Business to 1000 Leads in 12 Months-Audio
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In this video, I reveal how virtual assistants helped me skyrocket my business to generate over 1,000 leads in just 12 months – all while maintaining a lifestyle business! I'll share my personal experience with outsourcing, building a virtual team, and using tools like Slack to stay organized. You'll learn why virtual assistants are the key to scal…
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Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing In this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us a…
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Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025
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State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.द्वारा Barron's Advisor
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Election Expectations: Matt Palazzolo on Whether Investors Should Make Moves Ahead of November
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Investors often try to anticipate whether elections will have an impact on the financial markets. But history tells us equity returns are roughly the same no matter who occupies the White House. Bernstein’s Senior National Director of Investment Insights, Matt Palazzolo, offers his perspective on how politics in this election year and beyond could …
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“I’m worth about $3 billion” What Happens When You DON’T Sell Your Business
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What happens when you don’t sell your company and keep growing it for decades? For Oscar, it means you become a billionaire. Oscar bought a company every six weeks for 20 years and now his business is worth about $50 billion. Yet, he still wears $15 t-shirts and lives by the values that helped him achieve success. In this episode, he shares how he …
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Round Table | Infinite Banking is a Scam: Reaction
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Is Infinite Banking a scam, or have critics simply misunderstood it? Let’s separate fact from fiction and discover the truth about this powerful wealth-building strategy. In today's discussion, the financial coaches tackle a controversial topic and dive into an article that claims to expose the flaws of infinite banking, but do these arguments hold…
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Decision Points E39 - The Power of Passion and Perseverance with Corby Davidson
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Join us for an engaging conversation with Corby Davidson, co-host of 'The Ticket,' as he reflects on his 30-year journey in the radio business. In this episode of Decision Points, Corby and host Doug Hudson discuss the significance of chemistry in leadership, the challenges and rewards of following one's passion, and the drive that has brought him …
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Helping You Find and Fund Your Ideal Business
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In this episode, we dive deep into how we help aspiring entrepreneurs find and fund their ideal businesses. Whether you're looking into franchise resales, startups, or acquiring an existing business, we’ve got you covered. From SBA 7A, SBA 504, and USDA loans to construction projects and franchise consulting, this video is packed with insights on h…
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Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by co-host Robbie "The Fire" Bernstein to discuss their retrospective on October 7th and the conflict between Israel and Palestine, Kamala Harris's appearance on Call Her Daddy, and so much more! Part Of The Problem is available for early pre-releas…
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How the US Elections Have Affected the Share Market
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This week, Sim and Maia dive into the presidential election cycle theory and its impact on stock market performance. They break down historical data to reveal how U.S. elections affect global markets and what this means for investors. Tune in to learn if the theory holds true and how political shifts can influence your investment strategy. For more…
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Learn How to Unlock Limitless Creativity & Overcome Resistance with Steven Pressfield
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What is the secret to unlocking limitless creativity? If you’ve ever tried to start a creative project, you’re familiar with that moment of hesitation. Sometimes it stems from fear of failure or not knowing where to start, but it often ends in a cycle of endless procrastination. But I have good news: there’s a secret to help you find the magic of d…
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The new middle-class retirement plan: Working into old age! Part 4
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In this final segment the guys discuss the transition from growth investments to income investments when saving for retirement. It explores the concept of preferred dividends and how they can provide both growth and income. The importance of understanding the job of each investment and considering long-term performance is emphasized. The conversati…
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The new middle-class retirement plan: Working into old age! Part 3
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In the 3rd episode of this 4 part series Jerry dives into the reasons why people choose not to retire, including a fear of running out of money and a love for the culture and social connections at work. He emphasizes the importance of having a portfolio that provides stable and increasing income, rather than just focusing on growth. Jerry explains …
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The new middle-class retirement plan: Working into old age! Part 2
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Jerry Linebaugh continues the discussion of retirement planning for the middle class and shares a tip to cut risk and raise returns. He suggests a strategy of maintaining a weighted portfolio, which can be rebalanced once a year. This strategy has historically had a similar upside to the S&P 500 but with about 50% less correction risk. Jerry emphas…
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The New Middle-class Retirement Plan: Working into old age! Part 1
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In this episode Jerry focuses on the financial challenges faced by the middle class and the potential impact of tax changes on retirement planning. Jerry Linebaugh discusses the importance of tax planning, risk management, and developing future income plans for retirement. He emphasizes the need for individuals with $500,000 or more in retirement s…
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From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth
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How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out! Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief …
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The Costly Threats and Untapped Opportunities of Managing Your Company's 401k with Guy Ridout
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24:41
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In this episode of Advance Your Wealth, Homer Smith sits down with financial expert Guy Ridout to discuss "The Costly Threats and Untapped Opportunities of Managing Your Company's 401k." Together, they explore the often-overlooked challenges and risks businesses face when managing 401k plans, including hidden fees, regulatory pitfalls, and fiduciar…
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Close Deals & Make Money: 7 Steps to Close Anyone
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Send us a text Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Bob King. Bob literally wrote the book on closing deals in investors called, The Joy of Closing, not only that, but he also is a closing coach, filmmaker and he's a sales superstar. Bob consults with sales teams and investme…
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Episode 139: Infinite Banking: Paying Your Taxes and Building an Asset with the Same Money
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Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/ Visit our website: https://www.thewealthwarehousepodcast.com/ It’s that part of the year we all dread.. tax time. Maybe.. It doesn’t need to be such a drag in the first place – if you have a plan in place for how you can properly place and …
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AHR Weekly Market Update - Monday 7th October
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Welcome to this week’s AHR market review for the week ending 6th October 2024. Tensions in the Middle East weighed on global equity markets for the week, as energy markets rallied and Chinese equities continued to gain momentum following the recent announcement of stimulus measures from the People’s Bank of China. In September, the U.S. economy out…
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I wanted to dedicate this episode to financial plans – and not just financial plans for the ordinary scenario – but financial plans for young adults. We normally only hear of people getting one together as they approach retirement, but what if I said it’s never too early to start planning? Well, let’s start here. What is an actual financial plan? .…
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Episode 362: Amplifying the Healing Process - Document Your Signature Framework in a Book
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Katie K. May, LPC, owner and executive director of Creative Healing, is a national speaker and trainer specializing in therapy for teens with depression, self-harm, and suicidal thoughts. As one of only eleven Linehan board-certified Dialectical Behavior Therapy (DBT) clinicians in Pennsylvania, she’s an expert in this gold-standard treatment for l…
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Beyond the Stock Exchange: Exploring Private Debt Opportunities
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In today's episode, Warren Ingram and Conway Williams, Head Of Credit at Prescient, discuss the often-overlooked realms of private debt, particularly in the South African context. They explore the definitions, differences, and investment strategies associated with these asset classes, emphasizing the importance of understanding liquidity, risk, and…
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Mind Over Money: How a Wealth Mindset Leads to Success
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Do you have a rich brain? If you don't, you might not have a rich wallet either! It takes a certain mindset to be successful in business, and that includes real estate. If you don’t have the right mind-money relationship, you may find yourself sabotaging your wealth-building efforts not just once, but over and over again. In this episode, you’ll he…
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SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87
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For more information and show notes visit: https://www.bwmplanning.com/post/87 In this episode of Financial Planning for Oil & Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the recent updates to the SECURE Act, focusing on changes affecting non-spouse beneficiaries and the implications for Required Minimum Distributions (RMDs)…
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Guide to Buying a Franchise with a Consultants Help
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Looking to buy a franchise but unsure where to start? In this video, we guide you step-by-step through the franchise buying process with the help of a professional franchise consultant. Learn how to build a business thesis, assess your fundability, review different business models, and navigate the discovery process to find the perfect franchise fi…
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Episode 21 | How to start planning for retirement
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In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the co…
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Ron Temple talks portfolio positioning leading into the US election
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In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events. We dive deep into: The U…
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179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
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Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…
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Lease Purchase Real Estate Deals for Investors with Jim Manning
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Are you seeking a strategy that boosts cash flow and attracts more buyers? Discover how lease purchase deals can transform your real estate portfolio and increase profits. In this episode, Russ and Joey dive deep into the world of lease purchase real estate deals with expert investor Jim Manning. If you're looking for new ways to maximize your cash…
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#59 Pre Budget Special - A Tax Planning Masterclass for Business Owners with Nimesh Shah, CEO of Blick Rothenberg
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Send us a text This show is all about reverse engineering the successful scale, sale, and exit of your business and enjoying life on the other side. And for every successful business owner, smart tax planning is crucial to business growth and future sale. Whether it's corporation tax, PAYE, income tax, dividends, or VAT, , they all play a part and …
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Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by co-host Robbie "The Fire" Bernstein to discuss the vice presidential debate, Time Walz's response to questions about the validity of his presence at Tiananmen Square, the discrepancy between issues that political figures care about and what the A…
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Find Your Perfect Business: Top Franchise Models, Wealth-Building Tips, and SBA Financing Secrets
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Unlock the secrets to finding your ideal business! In this video, we dive into the key elements that make a franchise business model successful, from recurring revenue to national accounts and government contracts. Learn how to align business opportunities with your goals, and discover the hidden challenges of business ownership. Whether you're loo…
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Girls That Startup: How to Become a Great Public Speaker
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Welcome back to Girls That Startup, a weekly series where we spill the tea on how to create a seven-figure side hustle - because no one saves their way to wealth. You’re joined by Sim, a seven-figure business owner, and Maia, an entrepreneur in the making. This week, Sim and Maia share actionable tips on becoming a confident public speaker. Sim ref…
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Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by co-host Robbie "The Fire" Bernstein to discuss his conversation with Matt Gaetz, the upcoming vice presidential debate, Ta-Nehisi Coates' recent conversation about Israel and Palestine on CBS, and so much more! Original air date: 10.1.24 Part Of …
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How to Scale Your Business Without Sacrificing Your Time! - Part 2 of 2
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I have a special guest here on the Real Wealth show today. I'm sure you've heard of him. In fact, you may have heard him during our virtual live event last Saturday. Ken McElroy went from being a janitor, to buying his first single rental property in college to building a multi-billion dollar business in apartments. Does the quality of life diminis…
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How to Scale Your Business Without Sacrificing Your Time! - Part 1 of 2
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I have a special guest here on the Real Wealth show today. I'm sure you've heard of him. In fact, you may have heard him during our virtual live event last Saturday. Ken McElroy went from being a janitor, to buying his first single rental property in college to building a multi-billion dollar business in apartments. Does the quality of life diminis…
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Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year
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Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.द्वारा Barron's Advisor
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