Mostrando títulos en Finanzas Personales

Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced by generational transitions in the industry. The conversation highlights the need for advisors to be well-informed about their business details to avoid pitfalls during practice sales and to ensure successful equity events. The Numbers Behind ...

On this special segment of The Full Ratchet, the following Investors are featured: Jill ChaseEric BoduchMike Whitmire We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Andrés Trujillo, socio y director de estrategia en Bendio Wealth Management, nos introduce un concepto al que define como "el Santo Grial de las inversiones".

Die Immobilienbranche spielt bei der nachhaltigen Transformation eine große Rolle, doch am Überblick über ESG-Daten mangelt es vielerorts. Es gebe einige „wirklich tolle Vorreiter“, sagt Johanna Fuchs-Boenisch im Podcast „Nachhaltiges Investieren“ der Börsen-Zeitung. In vielen Unternehmen fehle es aber an Transparenz. „Und zwar gar nicht, weil die Unwillens sind, sondern weil das eine schwierige Nuss ist, die man hier zu knacken hat.“ Wie schwer Veränderungen zu erzielen sind, hat sie in den zurückliegenden Monaten selbst erlebt. Fuchs-Boenisch wurde 2023 CEO bei Susteco, ...

Time series momentum isn’t sexy – but it works. In today’s episode, we talk to Finimize analyst Stéphane Renevier as he unpacks how a simple trend-following rule can help you dodge the biggest losses... without staring into a crystal ball. From cutting drawdowns to riding investor bias, we break down why this time-tested system keeps showing up – and why sometimes, sticking to it really could be your best bet.Try Finimize Pro

You’ve worked your whole life to build something that lasts. But what happens after you’re gone? Too many people avoid that question until it’s too late. Because here’s the thing: your legacy is too important to put off till later. If you’re not intentional, you’ll leave your family with chaos and confusion. Legacy doesn’t happen by accident. Trust structures are not magic documents. They’re only as good as the strategy behind them. In today’s episode, we’re diving deep into how to build a legacy that doesn’t just pass on wealth, it passes on wisdom, protection, and ...

Going Long Podcast Episode 525: The Truth About How I Found Harmony By Saying No ( To see the Video Version of today’s conversation just CLICK HERE. ) In today’s solo episode of The Going Long Podcast, you’ll learn the following: [00:17 - 00:54] Introduction to the show. [00:54 - 08:05] Billy shares a story with insights into how he found harmony and fulfilment by saying “no”. [08:05 - 08:06] Billy wraps up the show. Sign up for Billy’s FREE course to learn how to make your corporate role optional in 5 proven phases at: https://www.makeitoptional.com/ What you can ...

As parents age, many of us find ourselves stepping into a new role: caregiver, advocate, and decision-maker. In this heartfelt and highly practical episode, Deb Meyer is joined by Erin Dwyer-Busch, elder care consultant and owner of the St. Louis location of Senior Care Authority. Erin shares her personal journey from pediatric speech therapist to trusted advisor for families navigating the complex world of senior care. Whether you're concerned about a parent’s driving, exploring assisted living options, or unsure how to start the conversation about long-term care, Erin brings expert ...

Introducing something new and powerful…This episode marks the launch of Agricoach Wealth & Wisdom MINIs— short, sharp, solo episodes released fortnightly between our usual deep-dive guest interviews.These bite-sized sessions are designed to give high-performing farming families a straight-talking dose of insight, strategy, and mindset — fast.Every mini tackles a specific challenge or idea from the 9 Pillars of the High Performing Families Framework — helping you grow wealth, strengthen relationships, and stay aligned across generations.And with our 100th full-length episode just around...

W podcaście "ETF Cafe" prowadzący Jacek Lempart i Grzegorz Radziukiewicz porównują klasyczne fundusze inwestycyjne (TFI) z funduszami ETF, zwracając szczególną uwagę na różnice w kosztach i ich wpływ na długoterminowe wyniki. Omawiają mechanizmy działania obu typów funduszy, podkreślając, że ETF-y można kupować na giełdzie jak akcje, podczas gdy tradycyjne fundusze mają wycenę raz dziennie.Prowadzący szczegółowo analizują strukturę opłat, pokazując jak nawet pozornie niewielkie różnice (np. 0,2% vs 2% rocznie) mogą drastycznie wpłynąć na wyniki w długim ...

With summer around the corner, we’re all looking for more ways to get outside—and this week, we’re sharing an exciting new tool that’s changing the game for both landowners and sportsmen. Haley and Mirr Ranch Group broker Erik Anderson sit down with Sam Seeton, CEO of Infinite Outdoors, to explore how technology is unlocking new possibilities for recreation, access, and conservation.Infinite Outdoors is a first-of-its-kind app that connects landowners directly with hunters and anglers, offering secure, on-demand access to private land while helping landowners generate income without ...

「その上昇、“未来”か“恐怖”か。」

📌 OFFERSJOIN CASHBLACK FOR FREE AND GET A CASH SIGN-UP BONUS: https://bit.ly/4jSgLKbBOOK A CONSULTATION TO NAVIGATE BUSINESS, ENTREPRENEURSHIP AND LIFE IN GHANA AND WORLDWIDE: https://thesoundofaccra.com/consultationsSIGN UP TO OUR FREE NEWSLETTER: https://thesoundofaccra.com/newsletterIn this episode, Adrian speaks with Matthew Addai, founder and CEO of Cash Black and Afro Affiliate. Matthew shares his entrepreneurial journey and the mission behind his platforms, which aim to support Black-owned businesses. Cash Black is a Cash back platform rewarding British and American consumers for ...

In this episode, we sit down with Donald Valoyi—serial entrepreneur, co-founder of Zulzi, and founder of Mavoni Fiber—to unpack his extraordinary journey from software engineer to tech visionary reshaping Africa’s digital economy. Donald shares raw, powerful lessons from building one of South Africa’s most successful quick-commerce platforms and leading a fiber rollout across underserved townships.⸻Highlights🚀 From Software Engineer to Serial Entrepreneur: Donald shares how his passion for tech began at university and how it led to founding and failing early ventures before ...

If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds and total market funds. For more information about what we do or how we can help you, schedule a...

Send us a textWelcome back to the latest episode of the Bulletproof Entrepreneur podcast. I’m your host Alan Smith and right from day one my goal for this pod was to provide a valuable resource for all UK founders and business owners.And therefore I’m delighted today to bring you a masterclass in tax planning from one of the UK’s leading lights in tax advice for successful business owners.Malli Kini is head of the entrepreneur team at Blick Rothenberg, a Top 10 firm having already enjoyed stints at PWC and EY.Wherever I go now and when I speak with entrepreneurs, smart tax planning seems...

This surge—hope or fear?

Come getcha a lil bit of flava. This episode we talk Bengals Draft, Belichick's Girlfriend, a whole lotta music discussion, southern culture....and as always some random clips of the week. We'll talk about some other teams around the league and how they drafted, too. And they finally banned the Revo Speed. Pretty Sad. Streams every night on this channel. Madden and NCAA Football. Each night. One of each. Producer/Editor: Luke Fry 00:00 Introduction and Birdman Lil Wayne Track 00:38 Drake's Inspiration and Music Discussion 01:52 The Dupree Show Begins 04:48 Wiz Khalifa's New Album 05:49 Bengals...

Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989. His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”. In this conversation, Chris gives his take on whether US equities are peaking, or just pausing. Alongside sharing some thoughts on US equities, Chris also analyses the dollar, the bitcoin/gold dilemma, EM fixed income, private equity, ...

On May 14, 2025, U.S. stock markets presented a mixed picture. The S&P 500 edged higher, while the Nasdaq Composite marked its sixth consecutive gain, propelled by significant advances in technology stocks such as Nvidia and Super Micro Computer. These gains were supported by strategic deals and buybacks. Conversely, the Dow Jones Industrial Average experienced a decline, influenced by macroeconomic concerns and some companies retracting their financial outlooks. This episode delves into the day's market movements, the impact of easing trade tensions, and insights from various market ...