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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.
 
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.
 
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.
 
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
 
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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show series
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic of financial challenges between spouses including divorce, overspending and how wealth advisors and clients can communicate during this difficult time.…
 
There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why. On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all shoul…
 
You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih take a close look at portfolio diversification. How does it work and why does it help—and what does career longevity have to do with your invest…
 
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding interest, investments and financial pla…
 
No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih look at bonds and the role they might play in e…
 
Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices to improve your purchasing power. On this episode of the Dentist Money™ Show, Ryan and John Stamper discuss how Dental Whale offers dentists a central place to shop, to learn more about technology, and to join with other practices to…
 
When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider your own mortality, which you don’t care to do. If you’re delaying yours, know this: each dentist needs an estate plan. On this episode of the Dentist Money™ Show, Ryan and Matt look at estate planning basics, plus some life complexities th…
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.Mariner Wealth Advisors による
 
Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors will explain how investing over a long period skews the expected outcome in favor of the investor. On this episode of the Dentist Money™ Show, Ryan and Matt illustrate how you can alter your investment odds to come out a…
 
Description: In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.Mariner Wealth Advisors による
 
Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral cancer screening light exam with their traditional head and neck oral exam, you can help reduce that number. On this episode of the Dentist Money™ Show, Ryan talks with Amber Young of OralCancerCause.org about oral cancer and why the…
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss how financial decision making can be tied to emotion and why it is important to make logical decisions when managing your finances.Mariner Wealth Advisors による
 
Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes they have the golden solution to a unique problem. But while startup obstacles are few, numerous roadblocks remain. On this episode of the Dentist Money™ Show, Ryan talks with Vivik Kinra about hurdles he has faced as he builds two new dental so…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.…
 
Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are becoming increasingly popular and helping dentists add to their bottom line. On this episode of the Dentist Money™ Show, Ryan talks with Sally Bevans, VP at Sinclair Viora, who details why dentists and…
 
On this episode, Ashley comments on the current state of financial markets, including rising interest rates, inflation, and recessionary pressures that are building. He also shares timely information from thought leaders in the industry. shares information from some of the thought leaders he respects…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.Mariner Wealth Advisors による
 
With inflation and rising interest rates, the economy has become front page news and people are asking about what they can do to protect their finances. On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer their view on how much emergency cash to keep on hand, what to look for in a CPA, and whether you should stop investing …
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be availa…
 
The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know who to listen to and who you can trust? To give you a better idea about the differences between financial advisors, on this Dentist Money™ Show Ryan and Taylor Sutterfield illustrate how commission-based, dually-registered, and fiduciary ad…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.Mariner Wealth Advisors による
 
Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources, and more. One entrepreneur wants to help you solve it all. On this Dentist Money™ Show Ryan interviews Dr. Scott Leune of Breakaway Seminar whose vision has guided thousands of practices to…
 
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Natalie Haggard, senior wealth advisor, discuss the different retirement plans that are advantageous to executives, compensation in the form of stock and s…
 
Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it. After putting it off for seven years, the Dentist Money™ Show thought it was time to give the subject some attention as Ryan welcomes attorney Marco Brown, of Brown Family Law. Divorces happen. Here are so…
 
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should consider when searching for a long-term …
 
Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions. Unfortunately, when it comes to your money, quick decisions can have serious consequences. On this Dentist Money™ Show, Ryan and Matt look at what can prevent you from making hasty choices that end up being detrimental…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the complexity of college funding and strategies to tackle to rising cost of college. Mike and Valerie weed through the complexity of paying for college talk about effective ways to pay for college including 529 plans, Roth I…
 
You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I'll buy me a football team, or, I'm in the high-fidelity first-class traveling set, I think I need a Lear jet.” But what pricey things bring you happiness? On this Dentist Money™ Show, Ryan and Matt ask the Dentist Advisors Facebook Group about what lavish purchases they’ve…
 
How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What’s the order of operations when building your financial plan and managing your cash flow? In this week’s podcast episode, Mike MacKelvie, wealth advisor, is joined by special guest Abby Foster, associate wealth advisor, as they discuss tips …
 
More and more practices are being purchased by them—and one in five dentists under the age of 35 is now working for one—so what’s up with DSOs? On this Dentist Money™ Show, Ryan interviews Sara Stock of Stock Legal, a firm that provides legal expertise to DSOs. Take a peek behind the curtain to see where the money comes from and why equity-backed p…
 
Can you really know what’s best for your financial health when the media skews the truth to improve ratings and generate more clicks? On this Dentist Money™ Show, Ryan, Matt, and Jake introduce a new segment where they look into current financial news and uncover trends that can make a difference as you navigate financial decisions. Need answers to…
 
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