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Energy Advisors

Rex Halbeisen aka That Energy Guy

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Energy Advisors is the podcast which talks everything energy. Join us for the latest news and information about energy issues at a practical level.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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The Momentum Advisors Show

The North Star

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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Working together is how we get things done. And it’s easy…until people get involved! That’s why building and growing teams is one of the most valuable skills in business today. On the Clarity Advisors Show, we’ll explore timely ideas and timeless principles, hard-earned wisdom and current trends, what works – and what doesn’t – in today’s environment.
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DEI Advisors Podcast

David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott

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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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Mortgage Broker Advisors Podcast

MKG Enterprises Corp Third-Party Originator NLMS 1370494

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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The Independent Advisors

Mark McEvily

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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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What does it profit a man to gain the whole world and lose his soul? This podcast provides spiritual insights about creating a Christian Retirement Plan. In each episode, he answers questions Christians have about how to build wealth and live a financial life according to the Word of God. The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional and owner of A.B. Ridgeway Wealth Management.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Join Reese Harper, CFP®, Carl Richards, CFP®, or Jordan Haines, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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The Apex Business Advisors Podcast

Apex Business Advisor Podcast

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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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The College Essay Advisors Podcast

College Essay Advisors

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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Export Advisors

Export Advisors

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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines? Subscribe to our Podcast where in a few minutes or less, we discuss what’s affecting the past week’s market performance as well as give a preview of what might be ahead. ASSET STRATEGY ADVISORS Tel: 781-235-4426 Fax: 781-222-3002 info@assetstrategy.com
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Dawn shares her career journey from front desk associate to Chief Commercial Officer at Crescent Hotels and Resorts. She reveals strategic career decisions, driven by a growth mindset, hard work and dedication to excellence.David Kong による
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With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items that can help advisors get …
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Join us for a captivating podcast episode as we sit down with Francis Giantomasi, a Newark-native attorney who turned his humble beginnings into one of the state's largest law firms. Hear about the challenges, successes, and the unique experience of working with his children. Discover the journey from practicing attorney to firm management in this …
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Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market in March, including housing, electric vehicles, and U.S. Debt. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purpo…
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Social Security Commissioner Martin O’Malley announced he is taking four vital steps to immediately address overpayment issues customers and the agency have experienced. Commissioner O’Malley testified before the U.S. Senate Special Committee on Aging and the U.S. Senate Committee on Finance and we discuss those changes on this episode. 💵Sign up fo…
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Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fu…
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March Madness is under way, and watching the top college basketball teams compete for a national championship provides lessons for business teams. On this episode of The Clarity Advisors Show, host Ken Trupke looks at principles like teamwork, perseverance, communication, limiting mistakes, and being willing to take chances, that work both on and o…
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Shareholder Advocacy 2024 Advocates have submitted over 527 resolutions concerning environmental, social, and governance (ESG) matters for the 2024 proxy season. This tally is marginally less than the 536 proposals recorded at the same juncture last year but suggests that the final count could surpass 630, echoing the totals of the preceding two ye…
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Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…
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In this 4-Part Series, I'm going to share how to find leads in 4 of the top travel niches: family, romance, food and wine, and luxury. Join me as I dive in today to the Romance Travel Niche for part 2. In this episode, I share: · Understanding the mindset of romance travelers at every stage · Where you can find them based on this information · Real…
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On today's episode of the Apex Business Advisors Podcast, Andy and Doug are talking about extreme add backs. These aren't just any add backs, these are the add backs where a seller has pushed it past the line. They also share the example of tax savings versus lost value at sale. Interested in learning how the market would view your business today? …
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In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.
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Today Toby Mathis, Esq. speaks with Karim Hanafy, Esq., Anderson’s non-profit expert, about the top ten types of non-profits you can form to access tax benefits for your charitable activities. These range from familiar causes like humanitarian aid (both domestic and international) to education (including scholarships) and even combating social issu…
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Ready for a real hands-on and problem solving session with Jon Kuttin on situational leadership? Join us for this week’s podcast with Jon and a hands on training with the KWM team as Jon goes deep into understanding how to effectively leverage the situational leadership model to lead down, across and up across your organization. The post Situationa…
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This week on “Inside the Economy”, we explore where the economic slowdown is coming and where it is not. Household credit card debt has increased over the past few years. The outstanding interest payments for non-mortgage debt even caught up with mortgage interest payments. Does this emulate a struggling consumer? Have consumers gone delinquent? Mo…
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Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know. Well, we do. As our in house college planning specialist, Nate Reineke has written college plans to help the physician moms and dad we serve send more than 300 children to college. So maybe your col…
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Discover 7 blunders when making offers on investment property and how to avoid them. They waste time and money as well as cause unnecessary complications. Far too many investors make these 7 offer making mistakes and this training will help you from falling into these traps.Peter Harris による
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"Maximize Your Income as a Real Estate Referral Agent: Join Our Realtor Agent Referral Program Today!" Are you a licensed real estate professional seeking to enhance your earnings? Our exclusive Real Estate Referral Agent Program offers an excellent opportunity to earn additional income through real estate referrals that successfully close escrow. …
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In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We a…
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Most people are getting excited about "March Madness" but what we're seeing and hearing about even more is mortgage madness. Reports shows that a lot people are out here refinancing mortgages right now even though they're going to end up with a considerably higher interest rate. On this episode, we talk about all things mortgage including when it i…
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