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http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
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Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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This isn’t your typical legal advice podcast and Angel M. Latterell, Esq is not your typical lawyer. Angel understands the heart and soul, just as much as the judicial system. As an attorney, she has over 16 years of legal experience in the areas of business law, intellectual property, complex litigation, and landlord-tenant law. As a project manager, Angel is all about building and nurturing systems that work. As a certified transformation coach, practicing Buddhist, spiritual guide, and po ...
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Make Life Happen

Capstone Planning

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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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MKG Enterprises Corp Financial Services is a diversified financial technology company that provides tax refund financial products primarily to customers with limited access to consumer credit from banks, thrifts, credit cards, and lenders. As a leading mobile tax refund FinTech we provide tax advantage IRA accounts, crypto tax service and digital wallets. MKG Tax Consultants will enable startup businesses to open bank accounts conveniently from their mobile phone, send/ receive ACH deposits, ...
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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the world’s foremost authority o ...
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Money Map Podcast

Concenture Wealth Management

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The Money Map Podcast guides and educates emerging investors through the complexities of personal finance. Each episode provides practical advice on investing, wealth-building, and financial planning, helping you chart a clear path to financial success. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manag ...
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Wealth Strategies Unleashed

Concenture Wealth Management

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Welcome to Wealth Strategies Unleashed, unlocking your financial potential with Concenture Wealth Management! Every week we're taking you behind the scenes in the world of finance, wealth management, and so much more! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Key Wealth Matters

Key Wealth Institute

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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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TRAilblazing

Parallaxes Capital

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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at seapodcast@deloitte.com #deloittevoices
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Talkin' Tax

Cary and Angie Bryson

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Co-founders of the Bryson Law Firm, Cary and Angela Bryson, have over 40 years of combined legal experience in Louisiana and Texas and have built a thriving and successful law firm that aids their fellow “Loosianans” and Texans when it comes to the complicated realm of taxes. Together with the help of their roots, experience, and deep insight, they break down topics such as bank levies, lien assistance, tax resolution, payroll, and more on their podcast Talkin' Tax for anyone who needs a lit ...
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at seapodcast@deloitte.com # ...
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36 Chambers of Taxes

Jamaal "Crypto J" Solomon

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I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me - Triumph, Song by Wu-Tang Clan Welcome to the 36 Chamber of Taxes! Lets be honest, listening to taxes is as boring as it gets. However, you can't be taken seriously about wealth building if you disregard learning about tax resolution and minimization strategies. Our goal is to creatively share the tax knowledg ...
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Conversations with Thailand is a bi-monthly podcast series by Deloitte Thailand. Listeners can expect to hear insights from subject matter experts across the different business domains that will benefit both organisations and individuals navigate through complexities of today's VUCA world.
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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In The Know

Secured Finance Network | Barry Bobrow

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Barry Bobrow partners with the Secured Finance Network to produce a series of video and audio podcasts focused on important trends and developments in secured lending. The In the Know podcasts will be a series of conversations with compelling thought leaders on important topics impacting the finance and secured lending markets. These brief and engaging discussions will give you information and perspectives critical to being more successful in your businesses by keeping you In The Know. State ...
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This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sour ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide presented by Avantis Investors®, UCLA Professor Hal Hershfield examines this divide to find insights that may help advisors and i ...
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TSB Money Matters where we dive deep into the dynamic world of banking, finance, and everything in between. We will tackle topics including landscape of financial institutions, economic trends, and the ever-evolving technologies shaping the future of banking. In each episode, we'll unravel the complexities of financial topics, bringing you insightful interviews with industry experts, thought leaders, and innovators who are at the forefront of the banking industry. Whether you're a seasoned f ...
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The 10 Rules of Modern Work podcast series is a deep-dive into the Modern Work guide that we have put together to guide you to achieve success, happiness and fulfilment in a new world of work. Work as we know it today is vastly different from how it was just a few years ago. We are constantly facing disruptions by unpredictable and uncontrollable external forces such as technology, economy and societal changes. Our experts explore the big questions around the impact of technology and the dem ...
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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All Things Private Practice Podcast TM is where we dive deep into the gritty, unfiltered world of being a mental entrepreneur, mental health professional, and a private practice therapist. Join us as we explore the emotional roller coaster of small business ownership, tackling the raw and unapologetic aspects that often go unspoken. In each episode, we fearlessly dissect self-doubt, resilience, impostor syndrome, and paralyzing perfectionism. This podcast normalizes fear and failure and help ...
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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Many people wonder if the stock market is their only vehicle for investment. Investment advisors are asked this very question but many are only able to offer conventional investment instruments such as mutual funds, index funds, options, etc. However, there are many other ways for people to invest beyond the stock market. Douglas Muir will share his experiences with these investment vehicles and how he was able to increase his profile while minimizing his risk. Family Business Funding (FBF) ...
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Why is capital markets technology so clunky and old? Join Clear Street's experts as they tackle modernization, industry trends, and more. From APIs to trading, expect conversations at the intersection of finance and technology. Clear Street does not provide investment, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances. These materials are: (i) solely an overview of Clear Street’s products and services; (ii) provided for ...
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. We’re on a mission to cut through the noise and provide level-headed, unbiased insights to help you retire better. Our show is unfiltered, unbiased, and real-talk about retirement planning to help you maximize your wealth and lifestyle. Join fee-only fiduciary Mike Lester, along with Kristen Charles to cut through the noise of retirement planning gossip. ➡ New Episode Tuesdays. ...
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On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…
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In this critical episode of our podcast, Carlos Samaniego, expert tax consultant, dives deep into the implications of receiving IRS Letter 11, the final notice before the IRS takes action to seize your assets. If you’ve received this daunting letter, understanding your options and responding swiftly is vital to safeguard your financial future. Carl…
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In this episode, I spoke with Dr. Liz Slonena, an ADHD psychologist and business consultant, about the challenges and strategies of managing a solo business while grappling with chronic health conditions. Key Takeaways: Health comes first: Listening to our bodies and setting boundaries is essential for sustainable professional and personal success.…
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Can a book be the ultimate tool in your professional toolkit? Discover how to transform your book into a client magnet using the Short Book Formula's five high-impact strategies. From gifting personalized copies after client meetings to leveraging your book for supercharging referrals with CPAs and other key influencers, we cover it all. Learn how …
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Can financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your f…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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In today's episode, Shannon addresses a timely and critical topic — the upcoming September 15 tax deadline. This episode is especially important for business owners operating as S corporations, multi-member LLCs, or partnerships. Shannon breaks down what you need to know about filing extensions, the significance of paying estimated taxes, and how t…
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Want to know the difference between IRAs, 401(k)s, and brokerage accounts? Today on Money Map, we break down the key differences between various investment accounts and how they work. Learn about tax implications, contribution limits, and much more! Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm f…
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In today’s episode, Shannon shares her recent guest appearance on Christine Corcoran’s podcast, "Next Level Life." During the episode, Shannon and Christine dive into crucial topics such as transforming money from a source of fear into a powerful tool for growth, and the importance of utilizing business data for informed decision-making. Shannon el…
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Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance, and estate planning. Wilkwong also highlights the significance of risk management and diversification in …
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Planning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to …
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Pitfalls of Early Retirement Account Withdrawals The video provides information about early withdrawals from retirement accounts. The speaker discusses what an early withdrawal is, the penalties associated with it, and the circumstances under which you may be able to avoid those penalties. Some of the key points from the video include: Early withdr…
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On 6 August 2024, Nedbank released its 1H24 results which were characterised by: Headline earnings increased 8% driven by non-interest revenue growth and lower impairments. However, total comprehensive income (which includes other comprehensive income) for the period declined by 26% as the share of losses in other comprehensive income from investme…
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Can you imagine a retirement where you pay zero taxes? In this episode, we explore the "Power of Zero" strategy and how Indexed Universal Life (IUL) insurance can play a pivotal role in achieving a tax-free retirement. Learn the significance of low provisional income in making your Social Security benefits tax-free and why the timing of your tax pl…
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Today, Shannon delves into the essential topic of financial fear—what it is, how it manifests, and how to conquer it. She is joined by Justin Buonomo, the CEO and founder of Journey to Financial Freedom. Together, they explore the importance of maintaining control over one's finances rather than handing it over to professionals, addressing underlyi…
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Welcome back to Money Map! In episode 3 we break down the essential questions every emerging investor should ask themselves to make sure they're on the right track to financial success. Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client i…
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In this episode, Shannon chats with Justin Buonomo, the CEO and Founder of Journey to Financial Freedom. Justin shares his personal journey from experiencing financial instability in his youth, due to his parents' bankruptcy, to becoming a passionate financial empowerment coach. Listeners will hear about Justin's unexpected career path in the finan…
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In this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also …
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The tax credit equity markets for the federal historic tax credit (HTC), new markets tax credit (NMTC), low-income housing tax credit (LIHTC) and clean energy tax credits account for billions of dollars each year in investment in community development around the nation. In this week's Tax Credit Tuesday podcast'the first of a two-podcast series'Mic…
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"If you know the odds then maybe you'll never start." -- David Sasson David came to this country because he knew the opportunity was better. Whatever he wanted to do he knew he had a better opportunity in the United States. We learn our greatest lessons about opportunity from first generation Americans. We also see how successful you can become whe…
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In today's episode, Shannon emphasizes the importance of focusing on sustainable growth rather than quick wins. She explains how comparing your progress to others can be detrimental and highlights the velocity at which success can turn into failure if not properly managed. Listeners will learn about building a solid foundation, the dangers of chasi…
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Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scot…
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Group therapy services are a great option for therapists who want to diversify their practice and enhance client connection. In this episode, I talk with Dr. Brittany Bate, owner of Be BOLD Psychology and Consulting, about the ins and outs of running successful therapy groups. Brittany shares her extensive experience and offers insightful tips for …
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Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the faceoff between Elon Musk and Brazil. -- Timestamps: (00:00) - Intro (00:40) – Fargo (19:50) – Briancon (30:00) – Brazil vs X -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobSha…
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In Episode 2 of The Money Map Podcast, we'll talk you through the essentials of building a strong investment portfolio that aligns with your financial goals. Whether you’re just starting out or looking to refine your strategy, we’ll talk about the key components of a well-balanced portfolio, from asset allocation to risk management. Learn how to ma…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Managers Index, the Fed’s Beige Book, the Employment Situation, rate cuts, and the energy market. Speakers: Brian Pietrangelo, Managing Dire…
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In this episode, Shannon explores "The Analog Advantage," delving into the irreplaceable value of human connection amid our increasingly automated world. Reflecting on a conversation with her mentor, Mel Abraham, Shannon addresses how over-reliance on automation may erode the personal touch crucial for client satisfaction. Shannon shares how her te…
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Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might w…
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On today’s show, get ready for a listening adventure as we discuss ... the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and whether we …
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In today's episode, we dive deep into the mindset shift you need to transition from merely saving to truly expanding your worth. It's not just about tax strategies but about taking risks, growing your business, and prioritizing your goals beyond just cutting costs. Whether you're contemplating relocating for tax benefits or struggling with the bala…
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On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…
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As we begin to move into the final months of the year, there’s plenty to keep an eye on as it relates to our money and retirement. In this episode, Craig and Jennifer discuss the current financial trends as we approach Labor Day and what they mean to planning. We’ll give our thoughts on the volatility in the market, touching on the all-time high of…
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Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motiva…
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The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly every Thursday! Don't miss the chance to unlock y…
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Big tech meets commodity demand! Discover how the backbone of our digital age—data centers and tech infrastructure—fuel the need for materials like steel, rebar, and concrete. We unravel the distinct dynamics between trading financial markets and the more volatile, opportunity-rich realm of commodity trading. Learn about futures contracts, their hi…
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In this episode with Christine Corcoran, Shannon explores effective, non-pushy ways to sell high-ticket services, those valued over $1,000. Christine discusses feminine sales approaches, emphasizing value communication and addressing client uncertainties. They delve into the importance of understanding client needs, creating genuine connections, an…
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Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal frameworks that apply including WHO’s emergency declaration, how they are being applied, and how they are/should be reformed. -- Timestamps: (00:00) - Intro (01:30) - Mpox emergency declaration (06:30) - Needs v. realities (12:56)…
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Welcome to the Money Map Podcast by Concenture Wealth Management! Join Ben LeBoeuf & Callen Campbell as they help you navigate the complex world of personal finance. In this episode, we’ll share what inspired us to start the show, what you can expect in upcoming episodes, and how we plan to empower you with the tools and knowledge to achieve financ…
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"I can find out what their pain points are and go find the right solution." -Ryan Selenke Accessibility to fast, accurate and safe payments has opened up opportunities for entrepreneuurs all over the worlrd. When you have the ability to exchange freely on the opend market, your business can scale and rapidly increase it's customers. Ryan Selenke fo…
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Today, we're joined by Christine Corcoran, a high-ticket sales strategist and business mindset coach. Christine combines her expertise in neuro-linguistic programming (NLP) and sales psychology to help women sell confidently and authentically. In this episode, we dive into transforming the often daunting sales process into an inviting experience. C…
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What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:34—Focusing on the benefi…
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In today's episode, we'll dive into a topic that affects many business owners around this time of year: tax extensions. We'll explore why you might want to avoid them, the hidden costs and delays they bring, and how proactive planning can set you up for success. Whether you're an entrepreneur who procrastinates or someone looking to streamline your…
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Episode 223 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #Shoperations In this episode of Accounting Hi…
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In this episode, Dr. Shauna Pollard and I had a dynamic discussion on navigating life and career through the lens of ADHD, entrepreneurship, and the unique challenges faced by BIPOC communities. Here are three key takeaways: Embracing Neurodivergence in Business: We shared how openly disclosing our neurodivergent identities has not only helped us e…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, PCE Inflation report, rate cuts, NVIDIA, and the upcoming Key Wealth National Call. Speakers: Brian Pietra…
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In this episode, Shannon delves into simplifying sales strategy for entrepreneurs. She emphasizes the importance of focusing on two key elements among quality, speed, and price, rather than trying to achieve all three simultaneously. Listeners will learn how to align their sales strategy with their brand and attract the right customers by honing in…
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