Mostrando títulos en Finanzas Personales

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President, CEO, and Corporation Founder of Miller's Health Systems for eight years before he embarked on his academic career in 2006. Al ...

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance! www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM ...

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company's exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and Kim's son, Riley Fuller, the Humanity and Hope United Foundation is a nonprofit organization dedicated to creating sustainable change in ...

Jennifer "Jenni" Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company's capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me today to discuss her role and core responsibilities at Dow. She ...

When robo-advisors first arrived, they were supposed to be an existential threat to the traditional wealth management industry. But It didn't quite work out that way. Alex, Ian and Alec discuss a few timely events in the robo business, as two of the sector's biggest businesses — Wealthfront and Betterment — pursue an IPO and raise fees on their smallest clients, respectively.

EPISODE 566: Liz and Andresa unpack why so many women investors get stuck in analysis paralysis and delay their next move. If you feel like you need more knowledge, more confidence, or more clarity before you act, this episode shows why that mindset is holding you back. Clarity comes from action, not perfection, and this conversation walks you through how to move forward without having all the answers.What to listen for:Why readiness is a moving target and how to build momentum even when life feels chaotic, and the timing seems ‘bad’. (01:00)How to avoid getting stuck in perpetual learning...

A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surprising "inside look" at the workings of fee structures within retirement plans. In this podcast, Tom and Michelle help you to follow the money, to better understand who is earning what, and making it ...

Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. ...

Compilation Episode 0:00 - 14:42 Francis J. Greenburger | Chairman & CEO, Time Equities Inc. Episode 47 - The Evolution of 50West: Underwriting, Financing, Marketing, Sales, Rentals 14:44 - 21:00 Richard Byrne | President, Benefit Street Partners Episode 48 - Acquisition of Realty Finance Trust, a $700M commercial mortgage REIT at the time, which has grown to $6B and the 4th largest publicly traded mortgage REIT. 21:03 - 29:31 Matt Bronfman | CEO, Jamestown Episode 50 - Securing the first tenant at Ponce City Market and the current renovation of One Times Square Connect with ...

In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will follow. To access the print materials referenced in the podcast, visit the podcast page on SYM's website. www.sym.com The ...

Dustin and Adam tackle a question many passive investors face right now: is the market too high to invest? With concerns about AI investment bubbles, potential recessions, and stock market volatility dominating headlines, it’s easy to fall into analysis paralysis. In this episode, they make the case for why focusing on cash-flowing real estate investments provides a fundamentally different risk profile than timing the equity markets.The conversation explores why some wealthy investors continue rebalancing toward stocks despite valuations, and contrasts this with the benefits of ...

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21's mission. He graduated from Grace College with a Business and Accounting degree and ...

Jak zachwycić Japończyków? Najlepiej pokazać im technologię tworzoną przez polskich inżynierów. Podczas Expo w Osace szkolne ramię robotyczne i inne polskie rozwiązania zaskoczyły odwiedzających, a samo wydarzenie otworzyło drogę do współpracy z firmami z całego świata. Bo w biznesie dziś granice w zasadzie nie istnieją. Więcej na ten temat w najnowszym odcinku programu @szczerze_o_pieniadzach mówi Marta Zielińska – Zastępca Komisarza Generalnego Sekcji Polskiej Wystawy Expo w Osace 2025. Zaprasza Ernest Bodziuch.

Some stories are so intricately woven, so perfectly timed, and so full of unexpected turns that the only explanation is the hand of God. Dianne and Jeff Chinery’s adoption journey is one of those stories.In this heartfelt conversation, the Chinerys share how God led them through four adoptions—each one marked by courage, surrender, and unmistakable evidence of His sovereignty. From unexpected encounters in China to years of waiting during COVID to witnessing miracles they “still can’t believe are part of their story,” this episode is a moving reminder that God is faithful in every ...

W tym odcinku rozmawiamy o tym, jak zabezpieczyć się przed niepłacącym najemcą. Do rozmowy zaprosiłam ponownie Filipa Dykasa z firmy simpl.rent, która już nie tylko weryfikuje najemców (o tym rozmawialiśmy w 18 odcinku tego podcastu), ale również oferuje bezpłatny generator umów najmu, a wraz z PZU oferuje również świetne ubezpieczenie czynszu. W trakcie rozmowy Filip podzieli się również swoimi firmowymi kryteriami weryfikacji zarobków najemców (to jest konkretny dokument, który możesz zastosować tez u siebie), a także pokaże, gdzie możesz bezpłatnie stworzyć i ...

As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to ...

Shame has a way of driving us into hiding. It tells us we’re not good enough—for our families, our friends, or even for God. It whispers old lies from childhood, resurrects past failures, and convinces us our future is already ruined. But that voice isn’t truth. It's a shadow. And today, we’re stepping out of it.In this episode, we break down what shame really is—emotionally, spiritually, and even neurologically. We explore how the heart processes safety long before the brain does, why trauma disconnects the two, and why fun, joy, and new experiences are actually biblical medicine ...

Jean-Pierre Lagane worked on his family's farm until he developed a new type of software. His long and varied career took him to Crédit Agricole, where he built the independent asset managers division. Now CEO of Coges Corratiere Gestion, a wealth manager in Geneva, Lagane shares insight into this market along with his life story.

It would not be hyperbole to describe the OneCoin scam as a 'once in a lifetime' story for a journalist. When Jamie Bartlett started his investigation of it, he began a journey that would lead to the uncovering of a $4 billion Ponzi scheme, a hit BBC podcast, and the titular Missing Cryptoqueen, Dr. Ruja Ignatova, appearing on the FBI's top 10 most wanted list. In this episode of The Wealthtech Show, Jamie explains what's happened since the last episode of the podcast series while offering his thoughts on where Dr. Ruja might be hiding out. We also take some time to discuss his work on ...