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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
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Tune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
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Genius Loves Company

Rockefeller Capital Management

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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CyberSound is a podcast built by and for business owners and professionals. Tune in as our cybersecurity experts cover the latest news regarding IT security, the most recent and relevant threats organizations are facing today, and provide tips to keep your business safe.
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Success in the New Retirement

Damon Roberts, Matt Deaton

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Beyond Wealth

Jonathan Fishbeck

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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and anyone committed to effective wealth management and preservation. In each episode, you'll master the latest tools and strategies in estate planning ...
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CIO Talk Network Podcast

CIO Talk Network - CTN

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Today, Enterprise Technology is both Strategy and Global. On CIO Talk Network (CTN), Business IT Thought Leaders from around the globe share their experience and discuss how they are partnering with business to innovate and help grow the top line revenue, better care of customers, and improve the corporate bottom line. If you want to keep up with changes in technology and how it can be leveraged to maximize business potential, listen to CTN: CIO Talk Network
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Canadian Wealth Secrets

Kyle Pearce, Jon Orr

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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Jordan Taylor, a financial planner from Tulsa, Oklahoma, answers your questions on financial management. Jordan helps families make wise money decisions from generation to generation from asset management to retirement planning. You can always find Jordan at JTtulsa.com or give him a call at (918) 631-7350.
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I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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Goldstein on Gelt

Douglas Goldstein | CFP® | Profile Investment Services

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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.com
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Welcome to the Return On Lifestyle podcast host by Paul D'Abruzzo. Paul is the leader of the Expert Investor Team, an Industry Leading Investor-Focused Realtor & Sales Team, a regular industry Speaker & Goals-Oriented Coach. Based out of Rock Star Real Estate, a brokerage well known in Ontario in Real Estate Investment education and sales, Paul and his team specialize in the Acquisition and Sale of Investment & Development Grade Property in Southern Ontario. Together with his wife, Paul D’Ab ...
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The Private Investment Podcast | Limited Partners Club

Limited Partners Club | Coburn Sheppick

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Limited Partners Club, ‘LPC’ is a members-only community for individual investors. We meet regularly, both in-person and online, to establish networks, share insights, and discover opportunities. We established the club to bring together private-sector investors to tackle subjects like wealth creation, capital preservation, and legacy. Whether you are a seasoned LP or new to the game of passive income from private investments, join our community of like-minded members. Learn more at limitedp ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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net present value

TMO aka Thomas Morgan

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net present value explores the intersection of money, meaning, our impact and the legacy we create. NPV is a journey at the edges of climate, carbon, nature, biodiversity, ecosystems, web3, ReFi, social impact, wealth, philanthropy, media, art, finance and more. Hosted by TMO (aka Thomas Morgan, CCIM) who is relentlessly focused on regenerative finance, value exchanges and incentives in our world systems and how they relate to nature and people. TMO is using his 20 years of commercial and in ...
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Investing in Impact interviews impact investors, General Partners, and VC's from around the world on their individual journeys and to connect impact entrepreneurs with insight into funding, scalability, and insights to inspire more impact companies around the world.
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There Is A Better Way

Cahaba Wealth Management

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For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
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Welcome to the State of Identity, the leading podcast in the digital identity industry! Host Cameron D’Ambrosi, and the team at Liminal, invite you to join an enlightening and engaging conversation about digital identity, its technologies, and the ever-evolving paradigms that shape our world today. Through candid discussions with the industry’s greatest minds, Liminal explores the most pressing topics in digital identity, cybersecurity, and Fintech, from cutting-edge technologies and innovat ...
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Value Investing with Legends

Columbia Business School

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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. ---------------------------------------- In episode 80 the Investing in Impact podcast, I speak with Cole Shephard, founder of Legacy Group, on his mission to become…
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Send us fan responses! Unlock the secrets to true financial freedom and understand why your name might just be your most valuable asset. This episode promises to transform your perception of wealth, delving into the profound idea that freedom begins with the mind. We discuss the importance of viewing your name as a brand, contrasting the nuances of…
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Are you making the million-dollar mistake of paying off your mortgage too soon, missing out on greater wealth opportunities? In this episode, Kyle Pearce reveals a common financial misstep that many homeowners make: paying off their mortgage too aggressively. While it may seem like the smart choice to get rid of debt quickly, you could be locking a…
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Living in abundance starts with cultivating the right mindset, and it is a consistent effort to stay motivated to live up to your full potential. To explain how a mentality of abundance improved his life, we are joined today by the CEO of GoBundance, Matt King. GoBundance is a member-led mastermind built for hardworking overachievers, and Matt desc…
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In this episode of Beyond the Bank, Jean Blacklock is joined by Sandra Corelli, Founder and CEO of Humanicity Consulting Group, to discuss the human side of leadership in wealth management. Sandra shares her journey from financial services to leading a boutique leadership development firm, offering insights into effective communication, psychologic…
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Join host Jason Pufahl in this engaging October 2024 episode of CyberSound™! Delve into the essential role of penetration testing in cybersecurity with Dylan Marquis, Lead Security Engineer at Vancord. Discover how our OSCP-certified team conducts hands-on penetration tests to identify vulnerabilities in networks and applications. In this episode, …
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CyberSound™ is proud to release a special edition episode showcasing MercyFirst, a nonprofit that has been supporting children and families for 130 years. Hosts Jason and Michael are joined by Renee Skolaski to discuss MercyFirst’s mission and the upcoming Angel of Hope Gala, where Vancord will be honored as the Corporate Honoree. This episode prov…
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Is your business truly prepared for the future, or are you unknowingly giving up control of your cash flow? In this eye-opening episode of Buried in Work, host Adam Zuckerman sits down with Tim Yurek, founder and CEO of Tier One Capital, to discuss the critical importance of business succession planning, financial efficiency, and how to take contro…
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Are you prepared to protect your wealth and pass it on to future generations, all while enjoying your financial gains today? In this episode of Canadian Wealth Secrets, Kyle Pearce and Jon Orr dive into the intricacies of the "waterfall method" and its powerful role in wealth transfer. This concept is especially critical for business owners and hig…
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In this episode, Charlene Brown, the Brand Misfit™, covers the importance of website alignment in building a digital marketing powerhouse. She offers key advice on redesigning your website to match your brand's vision and goals, while also setting a solid foundation for future growth. Show Notes: Key Takeaways Vision Alignment Website as Foundation…
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What drives someone to turn personal tragedy into a lifelong mission of helping others? In this insightful episode of Buried in Work, host Jared Rizzi interviews Danielle Knapp, CEO of the Iowa Funeral Directors Association, to explore her powerful journey into funeral service. After the sudden and traumatic loss of her father, Danielle found her c…
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In this episode of Success In The New Retirement, Matt Deaton discusses the nuances of financial independence and retirement. He explores the importance of income replacement, the role of pensions and annuities in building retirement income, and the necessity of tax strategies in retirement planning. The conversation emphasizes the need for individ…
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Welcome to another episode of the Good Steward Law and Wealth podcast, hosted by Ledly Jennings. In today’s episode, Ledly breaks down the essential documents that form a comprehensive estate plan. From revocable trusts and durable powers of attorney to healthcare directives and real estate deeds, Ledly explains how each document serves a specific …
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Guest: Kjersten Margaret, Chief Data Officer, Prudential Financial Guest Bio: https://www.ciotalknetwork.com/contributor/kjersten-moody/ More on this Episode: https://www.ciotalknetwork.com/prudential-navigating-150-years-of-change-with-data-innovation/ More on Digital Transformation: https://www.ciotalknetwork.com/topics/digital-transformation/ Mo…
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Send us fan responses! Ready to master the secrets of asset management and wealth transfer? Join me, Don Kilam, also known as Malik Kilam, as I uncover the crucial differences between private and public trusts. You’ll gain valuable insights into how domestic trusts operate under government regulations while foreign trusts thrive in the private sect…
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Are you focusing too much on interest rates when planning to utilize good debt and conservative leverage for planning your financial future? In this episode, we dive into why interest rates may not be as crucial as you think for wealth accumulation or for tax free income through conservative leverage against your assets. Kyle Pearce explains how, f…
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Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifest…
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Are you struggling to find enough time to plan your estate or tackle important end-of-life tasks? You're not alone! In this episode, host Adam Zuckerman chats with time management expert David Buck, author of The Time Optimized Life and founder of Kairos Management Solutions. Together, they explore how time optimization, rather than traditional tim…
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In this insightful episode of Beyond the Bank, Andrew Auerbach sits down with longtime friend and industry veteran Terry Jenkins, who has held senior executive roles in both Canadian and U.S. wealth management. Terry shares his extensive career journey, from leading teams at KeyBank Wealth Management and BMO Harris Wealth Management to his advisory…
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How to understand and navigate the joint venture partner you have in every single deal and investment you have! In this episode, Jon Orr and Kyle Pearce dive into the power and potential pitfalls of joint venture (JV) partnerships, especially when it comes to alternative assets like real estate. They explore how strategic partnerships can help you …
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This episode is designed to provide you with the essential tools to enhance your brand and tell your story in a captivating and authentic way. So, grab your notepads and tune in for a session filled with actionable insights. Key Topics Discussed: Importance of having a portfolio & press kit Leveraging your press kits Regular Maintenance Creators & …
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"Maintaining balance is crucial; without it, both the client relationship and the property suffer." In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balanci…
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Are you truly prepared to secure your financial future and leave behind a lasting legacy? In this episode of the Buried in Work podcast, host Adam Zuckerman talks with Peter Culver, co-founder of Freedom Family Office, about how to simplify estate planning and ensure your family’s future is protected. Whether you're an entrepreneur, business owner,…
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This week's conversation delves into the current financial landscape, highlighting the stress many individuals face regarding their finances, even among high earners. Damon Roberts & Matt Deaton emphasize the importance of having a solid financial plan to navigate market volatility and ensure a secure retirement. The discussion also covers the anal…
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Send us fan responses! What if you could unlock the secrets to family wealth preservation and ensure financial prosperity for generations to come? Join me, Don Kilam, also known as Malik Kalam, as we explore the critical steps to establishing and maintaining private family foundations and trusts. In our latest episode, we break down the essential s…
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Are you unknowingly setting yourself up to lose over 70% of the wealth you built up through capital gains in your Canadian holding company? Many incorporated business owners are unaware of a significant tax trap lurking in their corporate structures, especially those with holding companies in Canada. Without proper tax planning, your estate could f…
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What does it take to successfully raise capital and build lasting investor relationships? In this episode of The Real Estate Investor Podcast, we’re joined by Ryan Miller; Founder and CEO of Pentium Capital Partners and host of the global top 2% podcast, Making Billions with Ryan Miller, who shares his 15 years of experience navigating the world of…
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Many clients ask about generation-skipping planning, or dynastic planning – ways to benefit future generations in a tax-efficient way. This episode reminds listeners of the scheduled “sunset” of the GST tax exemption at the end of 2025 and steps to consider in light of those changes in the law. Donors, beneficiaries and trustees should take this op…
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Estate planning may sound like a snooze, but there’s one powerful document you can’t afford to ignore: the enduring power of attorney. In this episode, Doug Goldstein and Mirit Hoffman uncover why this single document is your secret weapon for staying in control of your finances and healthcare, even when life throws unexpected curveballs. Plus, dis…
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In this insightful episode of the Buried in Work podcast, host Adam Zuckerman interviews Timothy Clifford, founder of Core Wealth Consultants and a certified financial planner, who shares his decades of expertise in wealth management and estate planning. From his early career on the Chicago Mercantile Exchange to developing the innovative tool, Pla…
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In Episode 19 of Beyond the Bank, Andrew Auerbach is joined by Jason Streicher, Senior Legal Counsel at AUM Law, to discuss the intricacies of compliance and registration in wealth management. Drawing on over 25 years of experience, Jason delves into the evolving regulatory landscape, emphasizing the critical role of chief compliance officers and t…
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Should you pay off your mortgage? Is paying off your personal mortgage early truly the best financial move you can make? If you do, then it’s possible you will miss out on other wealth-building opportunities. In this episode, Kyle Pearce and Jon Orr explore a dilemma many homeowners face: Should you focus on paying off your mortgage early for peace…
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Whether you're handling sentimental videos or planning a digital press kit, this episode is packed with actionable insights to help you master your digital assets. Key Topic Discussions: Digital Library Structure Planning File Management Techniques Content Strategy and Storage Creators & Guests the Brand Misfit™️, Charlene Brown - Host…
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In this October 2024 episode of CyberSound™, Vancord's cybersecurity podcast, hosts Jason, Steve, and Michael dive into the critical topics of data governance and data management. They explore the common challenges organizations face when identifying, securing, and managing sensitive data, whether stored internally or with third-party vendors like …
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In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Scherrie Prince, an attorney and asset protection coach. Scherrie specializes in helping entrepreneurs merge their business plans with their estate plans, building a strong defense around their assets. With over a decade of experience, Scherrie shares valuable insight…
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In this insightful episode of Beyond the Bank, Andrew Auerbach welcomes Patrick Keeley, a wealth management leader with over 30 years of industry experience. Patrick shares his unique journey, starting as an investment advisor at Nesbitt Burns, progressing through leadership roles at institutions like BMO and RBC, and eventually leading his own bou…
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Send us fan responses! https://www.skool.com/donkilam/about Unlock the secrets of generational wealth preservation with our deep dive into family trusts, estate planning, and asset protection. Have you ever wondered how powerful families like the Rockefellers manage to maintain their wealth across generations? In this episode, we’ll uncover the int…
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Have you ever wondered how you can refinance your real estate and tap into the hidden equity to build wealth while minimizing taxes? In today's real estate market, many property owners are sitting on significant untapped potential in their investment properties. Whether you're facing rising mortgage rates or simply looking to accelerate your wealth…
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Asset management requires constant forward-thinking to ensure long-term success. Today we are joined by the co-founder of Catalyst Equity Partners, Shane Thomas, to discuss quality asset management. Tuning in, you’ll hear about Shane’s business, why he decided to open an in-house construction business, the biggest asset management struggles at the …
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Welcome to another episode of The Retirement Risk Show! Hosted by Dave Hall, he brings back Alisha Wright to finish this duology that delves into essential strategies for securing a comfortable and risk-free retirement. In today's episode, Dave and Alisha turn their attention to the often-overlooked issue of cognitive decline and its impact on reti…
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In this episode of Buried in Work, host Adam Zuckerman welcomes Erin Whalen, founder of Compassionate Coaching, a company dedicated to providing communication tools and emotional support to end-of-life professionals. Erin shares her inspiring journey, from starting as a general life coach during the pandemic to focusing her work on supporting hospi…
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This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. ---------------------------------------- In episode 79 the Investing in Impact podcast, I speak with Ed Marcum, the Managing Partner of the Working Capital Fund, on …
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You may not ever reach financial independence, listen in to find out why and what you can do to change your trajectory. In today's fast-paced financial landscape, many business owners, entrepreneurs, and high net income earners delay taking steps toward financial independence because they feel uncertain or worry about making the wrong move. If you'…
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Welcome to another episode of the Good Steward Law and Wealth podcast, hosted by Ledly Jennings. In today’s episode, Ledly dives into the critical topic of Power of Attorney, explaining why it is essential for everyone over 18. He breaks down the two primary types of power attorney, healthcare and financial, and why having separate documents for ea…
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Join us as we aim to improve our workflows, enhance collaboration, and enter 2024 with better structure and focus. Whether you're managing a small business or juggling multiple projects, today's episode is packed with practical advice to help you keep your digital content organized and efficient. Key Topic Discussions: File Structure Tips SEO and A…
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"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems." Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining…
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In this episode of Beyond the Bank, Sandra Henderson sits down with Susan St. Amand, Founder and President of The Sirius Group Inc. and Sirius Financial Services. With over 30 years of experience in finance, governance, and strategy, Susan shares her insights on continuity planning for business and philanthropic families. They discuss the importanc…
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In this insightful episode of the Buried in Work podcast, host Adam Zuckerman interviews Jeanette Yates, a self-care coach for caregivers and founder of The Self Caregiver. Jeanette shares her personal experience as a lifetime caregiver for her mother, which started when she was just eight years old. Through the years, Jeanette has developed strate…
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