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The AlphaNooner podcast delivers sharp, educational insights from top industry leaders across finance, policy, and innovation. Each episode dives into timely topics with real-world relevance, designed to inform and empower professionals and curious minds alike. Whether you're a seasoned investor or just getting started, AlphaNooner brings the lessons, context, and clarity you need—always served fresh at noon. Tune in and level up.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Money Maximising Advisors Limited

MoneyMaximisingAdvisors

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Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
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The Momentum Advisors Show

The North Star

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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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The Independent Advisors

Mark McEvily

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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Mortgage Brokers Advisors

MKG Enterprises Corp. NLMS ID 1370494

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Welcome to Mortgage Broker Advisors, “MBA” the podcast where we bridge the gap between mortgage brokers, realtors, and industry professionals to unlock real estate financing solutions that traditional lenders overlook. At Mortgage Brokers Advisors, we specialize in securing financing for deals that agency lenders, big banks, and traditional insurance companies decline. With customized loan structures, greater flexibility, and faster closings, we empower brokers and realtors to help their cli ...
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Haws Federal Advisors Podcast

Dallen Haws

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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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The Apex Business Advisors Podcast

Apex Business Advisor Podcast

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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, education ...
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The College Essay Advisors Podcast

College Essay Advisors

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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Welcome to Unlocking Your Retirement, the podcast where we dive deep into the world of self-directed retirement investing. In this series, we explore the tools, strategies, and opportunities available to investors seeking greater control over their retirement funds. Join us as we sit down with experts from Safeguard Advisors, a leading provider in self-directed IRA and Solo 401(k) solutions, to demystify how alternative assets—from real estate to private equity—can play a powerful role in yo ...
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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College Baseball Advisors Podcast is hosted by noted Division I baseball coach Wayne Mazzoni, also known as Coach Mazz, as he delves deep into how to develop a five-tool player. The podcast is presented by ProBatter Sports, for more than 20 years, the industry leader in the design and manufacturing of technologically advanced pitching machines used for baseball, softball and cricket training. ProBatter’s training systems have revolutionized the way hitters train at the highest levels of comp ...
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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Welcome to Advising the Advisors: AI in Consulting Unlocked, a show by Kenley, where we flip the script on traditional consulting by putting consultants in the hot seat. Hosted by Bolu Ben-Adeola, this podcast is your front-row ticket to understanding how generative AI can revolutionize management consulting. We'll challenge industry assumptions, share real-world success stories, and map out practical strategies for integrating AI. Whether you're a senior partner at a global firm or an aspir ...
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For Advisors By Advisors

Evan J Mayer

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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Each week I share, along with featured guests, tangible and practical business strategies for travel entrepreneurs. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents, travel advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel creators, travel business owners, travel agenc ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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Send Rita a text with your thoughts! Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Change your money mindset with Chellie's book *affiliate link*: https://amzn.to/3HSwSt0 Are you struggling to find travel clients and feeling like your business has hit a slow patch? I'm diving into …
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In this episode, Andy and Doug discuss the risks and pitfalls of attempting to sell your business without professional guidance, as shared in a cautionary tale about a seller who lost a major client due to a botched DIY sale. They discuss the importance of leveraging professional networks and expertise, emphasizing the value of contacts and the rig…
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Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client…
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In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.…
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With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
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Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP). Financial resilience isn't about having more—it's about knowing mor…
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If you're confused about Social Security—when to claim it, how much you'll get, or whether it’ll even be around—this episode is your roadmap. In this episode, Ryan, Ron, and Nick break down the basics on real-life claiming strategies for individuals, couples, and those navigating spousal benefits. Factors like health, longevity and even stock marke…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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This week on Inside the Economy, we address stock market performance, corporate America, current trade and tariff developments, and government debt. The S&P 500 posted its best May performance in 35 years, challenging the old saying, “Sell in May and go away.” Which companies led the index during this rally? How have capital expenditures evolved am…
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Tyler Hafford and Hannah Tackett break down key updates every investor should know—from Secure Act 2.0’s game-changing provisions like Roth 401(k) matches and 529-to-Roth transfers, to the fast-approaching 2025 expiration of current tax laws. With timely insights and practical examples, they show how to leverage today’s rules to minimize future tax…
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Discover why small multifamily properties (5 to 24 units) are the perfect entry point for new investors. In this podcast, you’ll learn: The advantages of mom-and-pop owners and how to negotiate better deals How easier financing makes small multifamily more accessible Why creative financing opportunities are 10x greater with these properties The pow…
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In this episode of Advising the Advisors: AI in Consulting Unlocked, host Bolu Ben-Adeola sits down with Dr. Michael Eiden, Managing Director at Alvarez & Marsal, to explore how consulting firms are evolving their AI practices beyond basic automation to deliver transformative value through sophisticated AI implementations and causal reasoning techn…
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In this Tax Tuesday episode, Anderson Business Advisors’ Barley Bowler and Eliot Thomas, Esq., tackle complex listener questions covering bonus depreciation regulations, short-term to long-term rental property transitions, and the intricate tax ordering rules for combining stock losses with real estate gains. They explore nonprofit structures for f…
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Join Coach Mazz on the latest episode of the College Baseball Advisors podcast as he welcomes David Valesente, Head Baseball Coach of Ithaca College to discussa life spent in college baseball. This podcast is a part of the CoachCast Network of podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Learn how to take control of your retirement funds and invest in real estate using a self-directed retirement account (SDIRA). This podcast is your practical guide to the rules, strategies, and step-by-step processes for using tax-advantaged accounts to build long-term wealth through real estate.Από τον newaccounts
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In this episode of the Redding Financial Advisors podcast, Chris Hall interviews Tanner Rice, a local Jiu-Jitsu instructor with a rich background in martial arts. Tanner shares his journey from childhood training in Jiu-Jitsu to competing at high levels, including his experiences in Brazil. He discusses the transition from being a competitor to a t…
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Congress is weighing major tax cuts and small yet concerning budget reductions. In this episode, we break down how these shifts might impact you personally. Plus, with summer fast approaching, we offer practical tips to help recalibrate your household budget after the overspending you probably experienced in May.…
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Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
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This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…
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Matt and Mark have a great live episode of The Advisors Option from OIC 2025 where we get the buzz about: The raging debate about 0DTE equity options Should we be able to buy and sell stop loss orders? Why are options trading algos so predictable? What is going on with this options explosion? What is going on with the state of options education? an…
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From skateboarding teen to leading one of the top environmental law practices in the country — meet Justin Savage, partner at Sidley Austin. Justin shares his journey from the DOJ, where he helped try what was then the largest environmental settlement in U.S. history, to his current role advising major companies on high-stakes regulatory and litiga…
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🚨 Fun Fact: 80% of partnerships fail. This one didn’t — and the reason why will surprise you. In this episode of the #bydesignpodcast, Dale, Marty, & Paul break down how the power of three partnership model led to years of growth, a successful exit, and almost zero drama along the way. From how they handled exits, to avoiding toxic compensation iss…
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It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…
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Wealth-building is a team sport. While most financial advisors function like lone wolves there are many advantages to building a "Medical Dream Team"--the team of professionals doctors need to thrive. Click here to download the Medical Dream Team checklist. Click here to learn more about the Cracking the Physician Code course. For more tips and str…
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Join Bobby Moyer and Sandy Wiggins as they discuss the impacts of potential trade deals, Trump's proposed tax plan, and the current inflation numbers. Please note: At the 24-minute mark Bobby stated that current US inflation was 3.2% for headline and 3.8% for core, when in fact the current CPI reading was 2.3% for headline and 2.8% for core. Import…
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Ready to boost your credit and get pre-approved for a mortgage? Thinking of buying a home but not sure if your credit is ready? Take control of your financial future with MKG Enterprises Corp. Our Credit Simulator Service shows you exactly what steps to take to improve your credit and get pre-approved for a mortgage—with no monthly fees, just a sim…
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Ever wonder what happens when the numbers don't add up during a business sale? When the quality of earnings report lands, it can either confirm your business valuation or send your deal into a tailspin of renegotiations. Russell Cohen pulls back the curtain on what he calls "a colonoscopy on steroids" - the intensive financial investigation that pr…
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