Latest Advisory Podcast Episodes
Retirement Expenses Are Waiting. Are You Ready?
The Bull and Bear Show - May 11, 2024 05:00 ★★★★★ - 2 ratingsDuring this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.
What The 2024 Elections Means For Your Finances
Financial Focus - May 11, 2024 05:00During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
Are You Asking the Right Questions about Retirement Planning?
Navigating Your Retirement - May 11, 2024 05:00 ★★★★★ - 2 ratingsIn this episode we challenge your assumptions about retirement planning. We'll explore essential questions you might be overlooking, from how healthcare costs will impact your budget to the surprising tax implications of your nest egg. Join us for a thought-provoking discussion that will put yo...
Your Advisor is Wrong About Social Security
Dolphin Financial Radio - May 10, 2024 05:00 ★★★★★ - 5 ratingsClaiming Social Security early is often the WRONG financial strategy. But what if that is what your "financial advisor" has recommended? New research suggests that this advice may actually not be in YOUR best interests, but in the best interest of the advisor. Listen in as we discuss the bias tha...
Examining the Small Business Environment
AICPA Town Hall - May 09, 2024 19:00 - 1 hour ★★★★★ - 12 ratingsTopics include: Legislative update with profession analysis The latest technical updates Economic forecast including small business trends Guidance on retirement and elder planning Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICP...
May 2024: Hello IFRS 18
IFRS Talks - PwC's Global IFRS podcast - May 09, 2024 15:00 - 34 minutes ★★★★★ - 9 ratingsLaura and Gary are joined by Nick Barlow from the IASB's technical staff, to talk about the new standard - IFRS 18 Presentation and Disclosures in Financial Statements. IASB IFRS 18 implementation support page https://www.ifrs.org/supporting-implementation/supporting-materials-by-ifrs-standards...
Episode 489: 2024 Movie Draft
McSoss Podcast - May 09, 2024 00:00 - 1 hour ★★★★★ - 32 ratingsWelcome to the first (and last???) Summer Movie Draft! Are we allowed to have fun with this??? Paul "The Gatekeeper of Fun" will decide. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Pr...
Episode 194 - Indie Publishers
Book Club for Masochists: a Readers’ Advisory Podcast - May 07, 2024 12:00 - 1 hour ★★★★ - 31 ratingsThis episode we’re discussing the topic(?) of Indie Publishers! We talk about how to define an indie publisher, weirdo metro stories, song lyrics, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. ...
207: Nurses Week 2024: Build care teams, not assembly lines
Radio Advisory - May 07, 2024 05:15 - 30 minutes ★★★★★ - 160 ratingsRadio Advisory has commemorated Nurses Week every year since we started production in April 2020. A lot has changed since the early days of the pandemic, but the reality is that we’re still grappling with a workforce crisis defined by rising burnout, turnover, and shortages. Celebrating nurses j...
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
Advisor Success Series - May 06, 2024 18:50 - 30 minutes ★★★★ - 6 ratingsIn this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of t...
FINRA Focus Areas: Communications, Reg BI and Complex Products
Oyster Stew - A Broth of Financial Services Commentary and Insights - May 06, 2024 13:00 - 41 minutes ★★★★★ - 7 ratingsIn today’s our experts discuss an area where FINRA spends a lot of resources – Communications and Sales. We’ll look at challenges our clients are facing and best practices when it comes to: · Communications with the Public and Advertising · Reg BI and its focus on the Care Obligat...
Balancing Risk and Reward in Investments: Strategies for Success
Financially Fit Radio - May 05, 2024 05:00 ★★★★★ - 2 ratingsIn this episode we explore the age-old question in investing: how much risk is too much? We'll unpack strategies for balancing risk and reward to create a successful investment plan tailored to your unique goals and risk tolerance.
The Silver Tsunami
Financially Speaking - May 05, 2024 05:00 ★ - 1 ratingDuring this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.
What Happened With Your Taxes?
Road to Retirement - May 04, 2024 05:00 ★★★★★ - 3 ratingsTax season is over, but are you wondering if you could have paid less? Received a bigger refund? We talk about what you can do going forward to minimize your tax burden and hang onto more of your money.
Life Insurance Strategies with Jay Guerin
Ready-Aim-Retire - May 04, 2024 05:00 ★★★★★ - 5 ratingsIn this episode we explore the world of life insurance. We'll break down the different types of policies, discuss how to determine your coverage needs, and explore strategies to maximize your benefit while keeping costs manageable. Tune in and learn how life insurance can be a valuable tool to pr...
A Guide To Roth IRAs and Roth IRA Conversions
Financial Focus - May 04, 2024 05:00During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions and how they might benefit your retirement planning.
The Silver Tsunami
The Bull and Bear Show - May 04, 2024 05:00 ★★★★★ - 2 ratingsDuring this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.
Boeing updates, IndiGo questions India’s long-haul demand & Euro giants cut costs
The Aviation Conversation - May 03, 2024 11:00 - 36 minutes ★★★★★ - 2 ratingsIBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider podcast: ✈️ IndiGo asks the question of India’s long-haul demand ...
Costly Estate Mistake
Dolphin Financial Radio - May 03, 2024 05:00 ★★★★★ - 5 ratingsWant your beneficiaries to avoid paying big legal fees and/or major taxes to the IRS? Then you need to avoid some very common estate planning mistakes. In this show we discuss a real-life example of how a simple oversight can lead to major lawyer fees and taxes that could have been avoided.
MRM - Episode 84: Pete Grett, Founder and CEO of the Blackrock Group
Mastering Risk Management Podcast - May 03, 2024 03:00 - 39 minutes ★★★★ - 13 ratingsAlmost every organisation on the planet is reliant on a supply chain of some description - and in this episode we unpack the challenges and major developments that have affected supply chains. My guest is Pete Grett - Founder and CEO of the Blackrock Group. His career journey is an important pa...
Broker-Dealer Technology: Tomorrow's Platform Transformation Today
Oyster Stew - A Broth of Financial Services Commentary and Insights - May 02, 2024 12:00 - 22 minutes ★★★★★ - 7 ratingsOyster experts Pete Bowman and Dan Garrett share their insights into what the broker-dealer community is facing when it comes to evolving platforms, changing business models, AI technology, firm acquisitions and the platform consolidations that happen afterward. Oyster Consulting has the exper...
Episode 488: Late Night with the Devil and Aquaman and the Lost Kingdom Reviews
McSoss Podcast - May 02, 2024 00:00 - 1 hour ★★★★★ - 32 ratingsThis week we give our thoughts on Aquaman and the Lost Kingdom as well as Late Night with the Devil. House Keeping Be sure to follow us on social media: Facebook Twitter Instagram Buy swag at TeePublic Subscribe to our exclusive content McSoss Private Reserve See McSoss at: Sci-F...
Burn it down
Advice Column - May 01, 2024 13:00 - 3 minutes ★★★★★ - 23 ratingsSend us a Text Message. Hello Friend, In 2019 I visited Yellowstone National Park with my parents and sister. We hired a tour guide who had encyclopedic knowledge about its geysers, mudpots, bears, bison, and other marvels. At a scenic overlook where we hopped out of the car for a photo op, ...
Were They Warned? Essential Financial Advice for Entrepreneurs
ESS BIZTOOLS Podcast (Accountant's Minute) - May 01, 2024 06:26 - 28 minutes ★★★★★ - 1 ratingIn this episode of the ESS BizTools podcast, host Peter Towers, Managing Director of ESS BizTools, is joined by Trevor Marchant, Managing Director of Marchant Dallas. They discuss crucial financial management and advisory strategies for small businesses and entrepreneurs, particularly emphasisin...
Managing Stress During Deadlines
Pulse of the Practice - April 30, 2024 08:00 - 33 minutes - Video ★★★★★ - 25 ratingsIn this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.
206: 24th Secretary of HHS Alex Azar shares his vision on healthcare transformation
Radio Advisory - April 30, 2024 05:15 - 57 minutes ★★★★★ - 160 ratingsAs healthcare leaders continue to contend with workforce shortages, technological shifts, and fragile financials it can be hard to predict what the future looks like for their organizations and the transformation that needs to happen to improve healthcare for all. In this episode, host Rachel (...
Strategy& Insider Episode 22 - Revolutionizing pharma with quantum computing
Strategy& Insider - April 29, 2024 23:30 - 44 minutes ★★★★★ - 2 ratingsIn this episode, Bijoy Sagar, Executive Vice President, Chief Information Technology and Digital Transformation Officer at Bayer, discusses the transformative power of digital technology for the pharmaceutical landscape. In his view, groundbreaking digital advancement brings us to the cusp of ano...
What To Do If You’re Named An Executor
Jones Financial Talk - April 28, 2024 05:00 ★★★★★ - 3 ratingsDuring this episode, we’ll discuss some of the things you should do if you become the executor of an estate.
Saving for Retirement in Three Age Brackets
Financially Speaking - April 28, 2024 05:00 ★ - 1 ratingIn this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.
Ready to Retire? Follow These Essential Steps for a Smooth Transition
Financially Fit Radio - April 28, 2024 05:00 ★★★★★ - 2 ratingsIn this episode, we'll guide you through the essential steps for a smooth transition into retirement. We'll cover everything from calculating your retirement needs to making the most of your social security benefits, helping you face your golden years with financial confidence. Don't miss out on ...
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