The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Pre-Class Podcast
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Essentials of Corporate Financial Management podcasts have been recorded by Kevin Boakes of Kingston University. These podcasts accompany the textbooks Essentials of Corporate Financial Management and Corporate Financial Management by Glen Arnold, which are published by Pearson Education.
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Lorne Robinson-Part 1-Overview-Financial Management God's Way
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
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Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health
Ashley Hodge, Certified Financial Planner
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
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Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |
Deborah Williams
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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#496: Reimagining Retirement: Strategies for a Fearless Transition
48:35
48:35
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48:35
Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits th…
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Davos debrief: A firm CEO shares her unforgettable experience
24:29
24:29
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24:29
Avani Desai, CPA, attended the World Economic Forum’s annual meeting in Davos, Switzerland, in January. It was her first visit to the mountain town’s famed event that brings together world leaders and subject matter experts. In this episode of the FM podcast, Desai reflected on the lessons she learned and on the perspective she gained — as an atten…
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Tax Implications of Roth IRAs and Roth 401(k)s
16:19
16:19
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16:19
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distri…
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#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement
32:33
32:33
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32:33
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore…
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#494: DSO Dynamics: The Trends You Need to Understand
40:51
40:51
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40:51
Due to shifting market conditions, the DSO landscape is changing with private equity firms adjusting to new circumstances—but DSOs are still looking for the right practices that have a strong EBITDA and potential for growth. On this episode of the Dentist Money Show, Ryan and Brannon Moncrief, Principal and CEO of McLerran & Associates, look into t…
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#493:Two Cents Week of 03/18/24 - Upcoming Fed Meeting; Real Estate Changes; Alternative Investments
33:21
33:21
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33:21
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Ryan, and Rabih discuss projections ahead of this week's Fed meeting, including inflation and unemployment rates. They explore the problems and possible solutions with the current high commission structure in real estate. …
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#492: Fan Favorite - “What I Wish I Knew When I Was 22” Episode 272
32:29
32:29
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32:29
Enjoy a replay of another one of our most popular Dentist Money Show episodes. As you look back, did the lessons you learned about money shape your today for the better? Or, did the money mistakes of your youth bias how you think about investing? Experience may be the best teacher and on this episode of the Dentist Money™ Show, Matt and Ryan examin…
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#491: Succeeding at the Business of Dentistry with Dr. John Meis
47:44
47:44
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47:44
Practice ownership is becoming more challenging than ever before, and it’s not because of clinical issues. Increasing pressures are coming from managing a small business—marketing, team building, and balancing work with a personal life. On this episode of the Dentist Money Show, Ryan and Dr. John Meis, a fourth generation dentist and co-founder of …
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#490:Two Cents Week of 03/11/24 - Trading in uncertain times; Bitcoin; Structured investment products; Spending habits
38:47
38:47
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38:47
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih discuss trading in uncertain times and the use case for Bitcoin. They explore the benefits of structured investment products, like structured notes, and the role of marketing in selling these products. Fina…
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#489: Dr. Daniel Crosby: Human Behavior's Influence on Investing
1:04:31
1:04:31
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On this Dentist Money Show, Ryan and Matt welcome Dr. Daniel Crosby, renowned psychologist, best-selling author, and expert in behavioral finance. Dr. Crosby explains why our brains are wired for survival and not for the complexities of investing—and what you can do to navigate that limitation. Plus he explores the influence of the media on our fin…
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Inspire inclusion: Amplifying women’s voices, seizing the future
13:12
13:12
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13:12
Sarah Ghosh, FCMA, CGMA, is most of the way through her one-year term as CIMA president. In this episode of the FM podcast, intended to recognise International Women’s Day, she reflects on people she’s met, questions she’s asked, and progress made on numerous fronts. Ghosh discussed the launch of an AICPA & CIMA mentoring programme, reflected on he…
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#488: Two Cents Week of 3/4/2024 - Global Impact of Japan's Economy; Student Loan Repayment Strategies; The Market's Biggest Risk
35:04
35:04
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35:04
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss the revival of Japan's economy and highlight the importance of global diversification in investing. They provide an update on the state of student loan repayments and analyze the most commonly use…
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#487: Fan Favorite - “When to Switch From a Simple IRA to a 401(k)” – Episode 268
32:21
32:21
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32:21
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Simple IRA or 401(k), which retirement plan is best for your dental practice? During your dental career, when should you use a Simple IRA, or 401(k)? Knowing the answer could add hundreds of thousands of dollars to your net worth. On this episode of the Dentist Money Sho…
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Estate Planning: Protect Your Legacy & Avoid These Mistakes
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17:22
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17:22
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid…
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#486: Women and Wealth: Overcoming the Investment Gap
44:51
44:51
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44:51
Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women’s financial rights and why women …
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Condensing business ethics: ‘Focus on problems you can solve’
14:22
14:22
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Author Alison Taylor, a clinical associate professor at New York University’s Stern School of Business, explains the reasons business ethics has become a “confused topic” and why treating ethical problems as “tick-the-box PR” can make leaders look directionless. Taylor’s book, Higher Ground: How Business Can Do the Right Thing in a Turbulent World,…
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#485:Two Cents Week of 02/26/24 - Stock market & economy correlation; Identifying trustworthy financial advice; Student loan strategies
41:12
41:12
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41:12
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih ponder if the stock market and economy are speaking the same language, and they discuss who you should trust with your money and why. They provide ideas for student loan repayment strategies. Finally, t…
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#484: Mastering the Growth Game with Laura Maly & Michael Anderson
41:36
41:36
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41:36
Culture is a crucial ingredient for practice success. Good culture attracts the right talent, the right kind of client, and creates the right reputation. On this Dentist Money Show, Ryan talks with Laura Maly and Michael Anderson of the Wonderist Agency, a dental-specific marketing agency, about why they believe if there is harmony on the inside of…
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#483:Two Cents Week of 02/19/24 - S&P 500 Milestone; Forgotten 401(k)s; Disability Insurance; Home Buying vs. Practice
38:01
38:01
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38:01
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the factors that contributed to the S&P 500 reaching 5,000 levels. They also explore the importance of not forgetting about old 401(k) accounts and the potential consequences of neglecting them.…
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#482: Fan Favorite - “A Warren Buffett Investment Secret You Can Mimic” – Episode 267
36:50
36:50
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36:50
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Warren Buffett is considered a superstar investor and is probably the most well-known name in the investment world. Numerous books have been written about the fundamentals Buffett has followed on his way to creating a fortune. On this episode of the Dentist Money Show, R…
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What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life.…
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#481: Pushing Past Your Limits: Lessons From “The Iron Cowboy”
45:09
45:09
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45:09
James Lawrence, famously known as “The Iron Cowboy”, recounts his incredible quest of conquering 50 Ironman triathlons in 50 days in 50 different states chronicling the many challenges he faced, including profound physical exhaustion. On this Dentist Money™ Show, Ryan and Matt illustrate why James' persistence should resonate with every dentist who…
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#480:Two Cents Week of 02/12/24 - American Spending; Magnificent 7; Perils of Sports Gambling
25:53
25:53
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25:53
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih analyze American spending trends, discuss if the Magnificant 7 companies are in a bubble, and they discuss data from a recently released report on the perils of sports gambling. Book a free consultation w…
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#479: Unlock Your Financial Potential: The Power of a Good Coach
36:20
36:20
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36:20
Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So, who is best equipped to do that, an experienced investor or a skilled financial coach? On this Dentist Money Show, Matt and Victoria explain how a recent company ski trip illustrated the power of good coaching …
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#478:Two Cents Week of 02/05/24 - Federal Reserve Meeting Update; Commercial Real Estate; Super Bowl Bets
35:44
35:44
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35:44
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Ryan, Jake, and Rabih discuss the impact of the recent Federal Reserve's meeting on the market, the concerns surrounding commercial real estate, and how a $6 billion company can go bankrupt. They also explore the topics of…
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#477: Fan Favorite - “Why Dentists Underestimate Their Income, and Why That Matters” – Episode 252
29:09
29:09
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29:09
Enjoy a replay of another one of our most popular Dentist Money Show episodes. “How much money do I even make?” It’s one of the most common questions dentists ask their financial advisors. On this episode of the Dentist Money Show, Ryan and Matt examine why understanding dental income is so complex—and explain why knowing the right number for your …
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How to Prepare for Maternity Leave
26:35
26:35
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Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your l…
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February FM: Fraud, working with a new boss, tech adoption
10:03
10:03
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This episode features an occasional host of previous FM podcasts, Oliver Rowe, who is editor-in-chief of FM. Rowe explains how members can access the most recent edition of the online magazine. He also details some of the articles, including those by AICPA & CIMA leaders. Resources: n The page for members to access FM editions. n The public link fo…
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#476: Listener Q&R #6 - Passive Income; Own or Lease?
50:20
50:20
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50:20
How should I invest $250,000 in extra funds? Is it possible to generate passive income by owning a dental office that doesn’t have my active involvement? Should I sell my building, lease it back, and use the money I make to invest? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questio…
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