Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Get a whole new perspective on markets with our series of podcasts featuring abrdn investment trust managers from around the world.
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Haverford Trust and Hank Smith are nationally recognized investment leaders committed to informing and inspiring people to build better financial futures for their families. In his chats with authors, influencers and industry experts, Hank helps bring a sense of clarity and calm to the complexity and stress of personal finance. Topics range from quality investing, retirement resilience, market trends and behavioral psychology.
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected.
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A Value View is a series of topical podcasts from The Merchants Trust, focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts
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Home of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.
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Discussion about current events, culture, independent candidates, business, education, travel, death and taxes, global mobility, citizenship and residence by investment options, Americans abroad, FATCA, CRS, citizenship renunciation, Green Card abandonment, citizenship taxation, PFIC, GILTI, foreign trusts and more ...
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Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.
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Join the Elements team 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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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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We’re the digital wealth manager that gives you the power to put your money where your mind is and invest your way. We specialise in general investment accounts, stocks and shares ISAs, Junior ISAs, Lifetime ISAs and pensions. There’s a reason 200,000 clients trust us to manage over £4.5bn of assets, making us the UKs largest digital wealth manager. For more information visit https://www.nutmeg.com/ As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can g ...
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A series that showcases the diversity and richness of the investment world through showcasing inspiring investors and their stories.
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"We are The Bitcoin Nomad Family. Cheeky & provocative. Free & Independent. Decentralised yet connected to the world. You do not talk about money? We do it and ask the questions that no one asks! NoMad's can do everything - even the impossible!"
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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How do you show up when you want to invest in Social Change? I'm Servane Mouazan, a futures-thinker, angel, and thinking partner for leaders in the global social economy. I'm also the founder of Conscious Innovation and your host on this podcast: Be and Think in the House of Trust. In each episode, I share a moment with an inspiring leader who loves to invest in social and environmental change, and together we take the time to think about the conditions and behaviours that help you trust and ...
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Helping you make your money last as long as you do.
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Every week, Hannah host transformative conversations by interviewing growth-minded business executives, sales and marketing managers as well as other thought leaders who have understood that, ultimately, everything in business comes down to trust. Trust is the single most important emotion that we as buyers must feel to exchange our hard-earned money for a product or service. Trust is the universal currency every business runs on. Trust is the only constant in world where marketing tactics, ...
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Delve into the frontiers of cutting-edge brain science with ‘Research Renaissance’ a podcast presented by the Karen Toffler Charitable Trust. Join us on a journey of discovery with a diverse lineup of guests, including early career researchers undertaking groundbreaking studies. Hear their insights alongside voices from investment communities, policymakers, and research institutions. Collectively we explore the complexities of neurological diseases, their root causes, potential treatments, a ...
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ETF Trends and Moneylife team up to bring you the ETF of the Week.
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Successful entrepreneurs begin with the support of a few #earlybelievers. Gopi Rangan, founding partner at Sure Ventures, interviews venture capital investors in the Silicon Valley and beyond. Guests share insider stories on how they invest in early stage startups. Do you want to learn from real-life challenges, inspiring missions and important decisions by CEOs, founders, VCs, angels, and advisors? Listen to https://podcast.sure.ventures.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
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A look at developments from the technology sector and what they mean for investors. The Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Investing in property can be incredibly rewarding and our aim with the Australian Property Podcast is to provide answers to frequently asked questions. Our guests are experts in their industry and we’re picking their brains to tackle the issues that investors encounter when growing their property portfolio. Too often investors are confused and overwhelmed with conflicting information – we want our conversations to educate investors and to see you build a quality property portfolio.
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Bite size leadership skills and techniques at your fingertips. Do you want to know how to build trust or if your organization is having trust issues? Are you leading everyone the same way and don't understand why it isn't working or how to lead differently? Have you struggled with truly connecting with others because leaning into empathy and compassion feels awkward? The Snack Leadership Podcast is your quick resource and support that you can listen to on the way to work or on a short walk w ...
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Join our analysts and leading Wall Street experts as they dive into the latest trends in finance, the economy, and markets. Each episode is packed with actionable advice to help you make smarter money moves - and become a savvy investor. Brought to you by Finimize, the #1 financial information platform for modern investors.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Investing Matters is a brand new investing podcast brought to you in association with London South East. This podcast provides informative educational and entertaining content from the world of investing. We do not give advice, so please do your own research.
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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Successful product management isn’t just about training the product managers who work side by side with developers everyday to build better products. It’s about taking a step back, approaching the systems within organizations as a whole, and leveling up product leadership to improve these systems. This is the Product Thinking Podcast, where Melissa Perri will connect with industry leading experts in the product management space, AND answer your most pressing questions about everything produc ...
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Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.
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Should you be buying through a Trust? Broker Q&A: we answer YOUR burning questions
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28:17
Are you considering property investment but unsure about the best strategy? In this episode, we delve into the world of trusts and explore their potential benefits and drawbacks. Join us as we discuss how trusts can impact your borrowing power, protect your assets, and help you achieve your investment goals. From understanding the basics of trusts …
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EP. 41: Choosing the Right Operator: Questions and Trusting Your Gut with Ben Nelson
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51:28
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51:28
Are you ready to discover the secrets to finding a trustworthy operator?Ben Nelson is the producer of multiple world-record-breaking stunts for clients such as Red Bull. A thrill-seeker at heart, Ben lives for the meticulous planning and attention to detail required to pull off the impossible— A skill that has served him well in managing a multi-mi…
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226: Weekly Investment Trusts Podcast - with Kenneth MacKenzie and John Singer (07 Sep 2024)
1:05:15
1:05:15
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In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Kenneth MacKenzie, founder and manager of Target Healthcare REIT (THRL), and John Singer, chairman of Pantheon International (PIN).Section Timestamps:0:00:39 - This week's guests0:01:…
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How to Build Trust and Connection With Female Clients
46:12
46:12
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46:12
Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.De către Hartford Funds
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DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
41:48
41:48
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41:48
Paul starts the podcast talking about the upcoming Boglehead Conference (Sept.27-29) in Minneapolis. The following link lists the speakers and topics. https://boglecenter.net/2024conference/ Q1: Should I invest $300,000 inheritance all at once or dollar cost average? 02:23 Q2: If SCV is such a great asset class why do the companies all have such lo…
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The investment trust bargains this pro is backing
21:16
21:16
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21:16
For investors who like to hunt for a bargain, discounts are wide across the investment trust universe. But, with no shortage of options, how can investors narrow down the choice? Kyle is joined by Peter Hewitt, a fund manager who specialises in buying investment trusts. Hewitt, who oversees the CT Global Managed Portfolio Trust, explains that he’s …
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CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
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51:08
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51:08
Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…
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Political power plays & market reactions
15:11
15:11
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15:11
In the 21st episode of Connected Investor, Joe Lynam and Julian Bishop navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?…
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ETF of the Week: Invesco S&P 500 Low Volatility ETF (SPLV)
8:12
8:12
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8:12
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Low Volatility ETF (SPLV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”De către VettaFi
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Episode 275: Jennifer Ryan of Lazard Asset Management: The Art and Science of Distribution
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24:12
Jennifer Ryan is Head of North American Distribution at Lazard Asset Management. She previously was Head of UK Institutional Sales at BlackRock and Head of the US Institutional Pensions at Blackrock, and started her career at Goldman Sachs. In our conversation we tackle the craft of fund distribution, and Jennifer highlights the importance of under…
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Generation: Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build Trust
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41:04
Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more. Partner with us: http…
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How To Structure The Perfect 30-Min Consultation [182]
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Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…
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Going Beyond the Headlines with Broadcast Legend Larry Kane – Part 2
16:29
16:29
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16:29
Hank Smith continues his candid conversation with Philadelphia legend, Larry Kane, to dive deeper into the importance of philanthropy in the United States and the significance of local elections. Throughout the second half of Hank and Larry’s discussion, Larry shares stories about his 40+ years of community involvement with impactful organizations,…
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David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
53:35
53:35
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53:35
Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $43 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…
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Martin Armstrong: The Cost of War Spending in a Stagflationary Era (Part 2) (Preview)
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Sep 11, 2024 – Today, we continue our conversation with Martin Armstrong, the well-known international forecaster, market strategist, and author of numerous books, including the Cycles of War published in 2020 where Martin forecasted...De către fswebmaster@financialsense.com (Financial Sense)
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How the October Budget could impact your personal finances
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21:07
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21:07
In the run-up to a Budget there’s always plenty of speculation about potential changes to the tax system. But ahead of the first Budget from a new government on 30 October, rumours have been running wild after Chancellor Rachel Reeves revealed a £22 billion black hole in the public finances. Joining Kyle to discuss the taxes Labour may target and h…
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With so many options opened up by higher interest rates, people are wondering, what is the best thing to do with extra cash right now? What happens to each asset class in a rising or falling interest rate environment? On this Through The Pines episode, we’ll walk you through what to do with excess cash Money Market Accounts CD’s Bonds Stocks Welcom…
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144. Texas Multifamily Deal: Why Trusting the Process is Key to Success with Shane Thomas
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ABOUT SHANE THOMAS Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners. He is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in l…
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Bits + Bips: Why Hasn't This Macro Cycle Boosted the Crypto Markets? - Ep. 702
1:11:58
1:11:58
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As crypto markets continue to struggle, experts weigh in on whether the capitulation phase is finally over and what lies ahead. In this episode, hosts James Seyffart and Joe McCann, along with guest Noelle Acheson, delve into the recent market downturn, the potential for a recession in 2025, and why Bitcoin's divergence from gold is puzzling analys…
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New Table, SCV Returns, Hourly Advisor Recommendation
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49:46
Paul starts the podcast with a discussion of his special presentation to the graduating nurses from the College of Nursing at Texas A&M. This presentation was part of a Life Transitions Series. He discusses how he might be able to do a similar presentation for other groups of graduating college students, as well as groups of investors who are try…
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Martin Armstrong on Ukraine Attack on Moscow, Trump vs. Harris (Part 1) (Preview)
2:15
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2:15
Sep 11, 2024 – Yesterday, Ukraine launched a drone attack on Russia's capital. How might Russia retaliate and what does this mean for war raging in Europe? FS Insider speaks with Martin Armstrong, the well-known international forecaster...De către fswebmaster@financialsense.com (Financial Sense)
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Going Beyond the Headlines with Broadcast Legend Larry Kane – Part 1
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30:42
Hank Smith is joined by Emmy-award-winning broadcaster, television news anchor, journalist and author, Larry Kane, on this story-packed episode of Speaking of Quality. Larry, often referred to as the “dean of Philadelphia television news anchors,” spent more than 55 years in Philadelphia broadcasting. His career has taken him to groundbreaking worl…
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Episode 188: How AI is Redefining Enterprise Productivity with Tamar Yehoshua of Glean
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46:11
Melissa Perri welcomed Tamar Yehoshua, President of Product and Technology at Glean, to the Product Thinking podcast for an in-depth conversation about the rapidly evolving landscape of AI and enterprise productivity. Tamar, with her extensive background in AI and search technologies, dives into Glean’s journey of integrating cutting-edge retrieval…
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Co-Founder of Pixar, Ed Catmull: Fostering Creativity, Learning from Mistakes, and Pixar’s Unique Culture
42:41
42:41
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42:41
In this episode, Nicolai Tangen is joined by Ed Catmull, co-founder and former president of Pixar, and author of the highly acclaimed book "Creativity, Inc." Pixar has set the gold standard in animation with groundbreaking films like Toy Story, Finding Nemo, and The Incredibles, earning 27 Academy Awards. Ed delves into his journey from a technical…
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Episode 5: Series 5 of 2024: Episode Trailer - Bridging the Learning Gap - from AI to Financial Literacy, Agriculture and Beyond
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5:32
It has been a highly charged summer. Between the big year of elections, a series of political and geopolitical surprises and a few market shocks, it has been anything but the silly season. We have launched a few episodes of Fiftyfaces TV focused on investor identity and responsible investing and we have continued covering the issue of maternal mort…
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ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum? - Ep. 701
1:23:03
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Ethereum's Layer 2 solutions are booming, but are they inadvertently holding back the value of ETH itself? In this episode, Justin Bons and Ryan Berckmans engage in a heated debate over whether L2s are enhancing Ethereum's ecosystem or siphoning off its potential. They discuss the impact of L2s on decentralization, network effects, and whether Ethe…
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The Retirement Clinic-8-24-24 – Behavioral Finance and Investing
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44:07
John White discusses behavioral finance and the emotional side of investing, Jeff Kowal joins to share milestone dates and rules to keep in mind in retirement, and warp things up by touching on the upcoming presidential election and the stock market.De către Kowal Investment Group
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Neurovascular Breakthroughs: Exploring Alzheimer's Treatments with Dr. Elisa Canepa
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47:50
In this enlightening episode of Research Renaissance, host Deborah Westphal engages in a compelling conversation with Dr. Elisa Canepa, a neurobiologist and associate scientist from Temple University and a 2022 Toffler Scholar. Dr. Canepa shares her journey into neuroscience, driven by a fascination with the brain's complexity and its pivotal role …
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51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
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48:07
Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …
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Personal Finance Roundtable: Finimize Analysts, On Smart Money Moves For 2024
17:49
17:49
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17:49
Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing ri…
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148: How to Choose the Right Successor Trustee for Your Trust
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Are you prepared to name a successor trustee in your estate plan? Don’t worry if you’re unsure—this episode of Absolute Trust Talk will guide you through the process. We’ll break down the most important traits to look for in a successor trustee, such as trustworthiness, reliability, and the ability to seek professional advice when needed. Plus, we’…
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A Strategy for a Wealthier, Tax-Free Retirement
28:31
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Sep 9, 2024 – Are you a high-income earner hoping to eliminate taxes for yourself and your heirs? In today’s episode of Lifetime Planning, Jim Puplava and Crystal Colbert explore a powerful strategy used by the wealthy to create a tax-free income stream...De către fswebmaster@financialsense.com (Financial Sense)
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The Landmark FBAR Penalty Decision In Schwarzbaum: A Win for Taxpayers
23:27
23:27
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September 9, 2024 - Participants include: Virginia La Torre Jeker - @VLJeker John Richardson - @Expatriationlaw AI Description: "Good morning. This is John Richardson speaking with you from Toronto, Canada. Today is Monday, September the 9th, 2024. And I'm starting my week off with a conversation with well-known U.S. Tax lawyer, Forbes columnist, a…
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Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement
35:59
35:59
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35:59
Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converting to Roth IRAs could be a smart move, the risks of sticking with traditional IRAs, and how to get ready for the taxes that come with required minimum distr…
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Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
58:24
58:24
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Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …
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Robin Seyr; You NEED to get to 0.21 BTC before 2044!
59:13
59:13
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In today's episode, I have the pleasure of talking with the wonderful Robin Seyr. Robin is a fellow Austrian Bitcoin podcaster who shares his journey from being, basically, Anti-Bitcoin to becoming a Bitcoin-Only enthusiast. We discuss the future of Bitcoin adoption and what your loved ones should do with your Bitcoins in worst-case scenarios or if…
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Anthony Parent Shares His Insights On: Navigating the Maze of PFICs And Other U.S. Tax Regulations for Expats
2:50
2:50
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September 4, 2024 - Participants include: John Alan Reese - @JohnAlanPod Anthony Parent - @IRS_Medic Keith Redmond - @Keith__Redmond John Richardson - @ExpatriationLaw On September 4, 2024 John Alan Reese interviewed Keith, Anthony and John (regular participants in the IRS Medic podcast). I recommend the complete podcast which is available here: ht…
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The Difficult And Troubled Relationship That The "Democrats Abroad" Organization Has With Americans Abroad
3:00
3:00
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3:00
September 4, 2024 - Participants include: John Alan Reese - @JohnAlanPod Anthony Parent - @IRS_Medic Keith Redmond - @Keith__Redmond John Richardson - @ExpatriationLaw On September 4, 2024 John Alan Reese interviewed Keith, Anthony and John (regular participants in the IRS Medic podcast). I recommend the complete podcast which is available here: ht…
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What US Citizenship Taxation Really Is - The Republicans Overseas Proposal To End It
2:43
2:43
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2:43
September 4, 2024 - Participants include: John Alan Reese - @JohnAlanPod Anthony Parent - @IRS_Medic Keith Redmond - @Keith__Redmond John Richardson - @ExpatriationLaw On September 4, 2024 John Alan Reese interviewed Keith, Anthony and John (regular participants in the IRS Medic podcast). I recommend the complete podcast which is available here: ht…
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The Dual Citizenship From Birth Exemption And Accidental Americans
2:48
2:48
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September 4, 2024 - Participants include: John Alan Reese - @JohnAlanPod Anthony Parent - @IRS_Medic Keith Redmond - @Keith__Redmond John Richardson - @ExpatriationLaw On September 4, 2024 John Alan Reese interviewed Keith, Anthony and John (regular participants in the IRS Medic podcast). I recommend the complete podcast which is available here: ht…
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EP. 43: Investing in RV Campgrounds with Don Spafford
56:41
56:41
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Are you ready to explore the road to profitable returns in the RV campground market?Don Spafford is a General Partner with Beyonder Holdings, Legacy Real Estate Holdings, and HBS Allstar Homes. With 20 years of corporate finance experience, Don began his real estate investing journey in 2017, transitioning full-time after leaving his corporate job …
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EP. 42: Multifamily Investments - From a Brokerage Perspective with Reid Bennett
1:00:01
1:00:01
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Are you ready to see multifamily investments through the eyes of a seasoned broker?Reid Bennett is the National Council Chair of Multifamily Properties for SVN International and a Principal of the Multifamily Group for SVN Chicago Commercial, where he has been working for over 16 years. He is also a Certified Commercial Investment Member (CCIM), a …
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EP. 40: The State of Apartments in Arizona with Jason Beakley
55:00
55:00
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55:00
Are you ready to uncover what’s really happening in Arizona’s apartment scene?Beakley began his career as a real estate appraiser in 2015 working as a trainee in Pasadena, CA. In 2020, Jason passed the certified general exam and focused on multi-housing valuations, completing an average of 250 appraisal assignments a year. He has since expanded his…
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EP. 39: Discipline and Determination in Business and Real Estate with Igor Shaltanov
53:01
53:01
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Are you ready to discover the secrets to staying focused and driven in your pursuit of success?Igor Shaltanov, co-founder of Avista Fund, transitioned from professional athletics to successful entrepreneurship and real estate investment in Southern California. Founded in 2020, Avista Fund focuses on raising capital and investing in income-generatin…
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