Shows
Money Talks with CFA Society NigeriaThe Role of Solicitors in the Capital MarketCapital markets rely on more than investors and regulators; they also depend on strong legal frameworks and trusted advisors. In this episode, we speak with Simisola Eyisanmi, Partner at Duale, Ovia & Alex-Adedipe (DOA) and Chairman of the Capital Market Solicitors Association, on the critical role solicitors play in the investment and securities ecosystem.Simisola explains what it means to be a capital market solicitor, how this role differs from general legal practice, and the responsibilities solicitors carry in transactions such as public offers and initial public offerings. The conversation also highlights why investors should care about the...
2026-02-0928 min
Lead-Lag LiveDiversification Is Misunderstood: Alex Shahidi on Inflation Risk, Portfolio Balance, and Investing Into 2026In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.With inflation remaining sticky, political uncertainty rising, and stocks and bonds often moving together during inflation shocks, Alex explains why the traditional 60/40 framework falls short and what true diversification actually looks like in an environment defined by wide-ranging macro outcomes.Throughout the conversation, we discuss how his work around balanced asset allocation and risk parity...
2026-02-0511 min
Smart Money ConversationsEpisode 20- Wealth Audits, The ABC's of Trusts, and Changing Your State Residency: Part 2 of our conversation with Alex Popovich, JD, LLMIn Episode 20, we welcome back Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, and a seasoned expert in tax, trusts, and estate planning for high-net-worth families. Building on his previous appearance, Alex tackles our questions and dives into three essential topics: conducting effective wealth audits to identify gaps in your current plan, breaking down the ABC's of trusts (from revocable living trusts to advanced structures like A/B trusts), and critical considerations when changing residency to another state—including impacts on estate taxes, document validity, probate rules, and domicile planning. Packed with practical strategies an...
2026-01-151h 58Lead-Lag LiveThe Truth About Risk Parity: Alex Shahidi on Building a Real Balanced PortfolioMarkets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Alex Shahidi, CO-CIO at Evoke Advisors, to break down what risk parity really is and why traditional frameworks like 60 40 may leave investors exposed.Shahidi explains how growth and inflation cycles historically drive long term returns, why diversification is often misunderstood, and how a true balanced allocation uses equities, commodities, gold, treasuries, and inflation linked bonds to weather very different market regimes. He also discusses the philosophy...
2025-12-1820 min
CFA ArchivesHollyShorts LIVE: Shooting Two Films at Once w/ Alex Bush writer, director & producer of "Thaw"We are live, on-location at the TCL Chinese Theatre for the 19th annual Oscar Qualifying HollyShorts Film Festival, as the official podcast partner. These shorter, special episodes are with selected filmmakers.In this episode, Hae sits down with writer, director & producer Alex Bush to discuss Alex’s film, “Thaw”. Logline: While isolated on a remote farm, two friends enter into a game of gender-reversed role play.Follow the film on Instagram: https://www.instagram.com/thawfilm/Follow Alex: https://alexpbush.com...
2025-12-0810 minLead-Lag LiveRegime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient PortfoliosIn this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakening growth, rising deficits, and the return of macro volatility.From the limitations of the traditional 60-40 portfolio to the misunderstood mechanics behind risk parity, Shahidi explains how investors can build portfolios that survive multiple economic regimes without relying on forecasts or market timing.In this episode:– Why inflation volatility poses the biggest risk to portfolios today– How the past decade...
2025-12-0320 min
The Game with Alex Hormozi8. The Three Levers of CFA | $100M Lost Chapters AudiobookWelcome to The Game w/ Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned and will learn on his path from $100M to $1B in net worth.Wanna scale your business? Click here.Follow Alex Hormozi’s Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition
2025-11-1403 minLead-Lag LiveBeyond 60/40: Alex Shahidi on Diversification, Inflation, and Risk Parity InvestingIn this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors.From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks.In this episode:– Why owning the S&P 500 alone exposes investors to hidden– The lessons from the 1970s inflation era and what they mean– How risk par...
2025-10-0716 minSmart Money ConversationsEpisode 13: Avoid Costly Planning Mistakes with Alex PopovichIn this episode we hear from Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, a consulting firm specializing in tax, estate, and legal advisory planning for high-net-worth families and businesses.Alex leads an in depth discussion of good planning gone bad: , unfunded trusts, not documenting gifts correctly, unintentional gaps in insurance coverage, tax return mishaps, correct use and registration of LLC's , and more. Be sure to listen to the end where Alex handles how to talk to loved ones about your estate plan and when.Website: www...
2025-09-231h 18Lead-Lag LiveRethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 ProblemRethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 ProblemIn this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren’t nearly as diversified as investors think — and how risk parity aims to fix that.We dig into why the traditional 60/40 portfolio fails, how to truly diversify against growth and inflation shocks, and why today’s market risks make balance more important than ever.In this episode:Why “balanced” portfolios are still stock-heavyHow risk parity works — and why it’s...
2025-08-1318 min
STUZZ - Finanzapéro (die Ausbildungsplattform für Investitionen)Einzelaktien, Fonds oder ETFs: Reto war zu Gast bei Alex Bartl im PlanningFinance PodcastIn dieser Folge besprechen wir, ob man in Einzelaktien, ETFs oder Fonds investieren soll.Wann macht es Sinn, in einzelne Aktien zu investieren?Warum sind ETFs eine sehr gute Wahl, aber nicht immer die beste Lösung?Haben aktive Fonds eine Existenzberechtigung?Wie hängt die Anlagestrategie von deiner Lebensphase ab?Falls dir die Folge gefallen hat:🔔 Abonniere den Podcast, damit du keine Folge verpasst.📲 Teile ihn mit Freunden, die das auch hören sollten.Für weitere Insights abonniere unseren Newsletter auf:📬 https://www.stu...
2025-07-301h 03
Experience-Focused Leaders1 – From Idea to Impact: How to Make Your Innovations Actually StickYour host, Alex Shevelenko, sits down with Nick Jane, CFA and CEO of IdeaScale, to unpack what it really takes to drive innovation inside large organizations. Nick shares his journey from academia and Wall Street to leading one of the most impactful platforms in idea management. Along the way, he highlights what slows innovation down—bureaucracy, unclear communication, and the loss of creative hunger—and how leaders can design systems that do the opposite.Nick makes the case for passionate teams, clear structures, and fast feedback loops. He draws a sharp contrast between the rapid, decisive style of l...
2025-07-2945 minLead-Lag LivePredicting the Unpredictable with Alex ShahidiThe investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversification offers protection against our behavioral biases.When we zoom in too closely on market movements, every fluctuation appears significant, triggering emotional responses that frequently sabotage our long-term success. The natural instincts that serve us well in everyday life often lead to counterproductive investment behaviors—buying high and selling low in res...
2025-07-1241 minLead-Lag LiveDiversification: The Free Lunch Nobody's Taking with Alex Shahidi Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
2025-07-0544 minSTUZZ - Finanzapéro (die Ausbildungsplattform für Investitionen)Bitcoin und Gold: Jeff war zu Gast bei Alex Bartl im PlanningFinance PodcastIn dieser Folge sprechen wir über die Rolle von Gold und Bitcoin in einem diversifizierten Portfolio. Wieso soll man in diese Anlageklassen investieren, Welche Anlagemöglichkeiten gibt es, von ETFs (Exchange Traded, Funds) über ETPs (Exchange Traded Products) bis zur Eigenverwahrung ("not your keys, not your coins'" und "If you can’t touch it, it’s not your gold“),Wieviel soll man in diese Anlageklassen investieren und was dein Alter damit zu tun hat?Falls dir die Folge gefallen hat:🔔 Abonniere den Podcast, damit du keine Folge verpasst.📲 Teile ihn mit Freunden, d...
2025-06-3058 minLead-Lag LiveDiversification Trumps Conviction with Alex ShahidiAre you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets."It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncertainty, and a significantly constrained policy response toolkit. The potential range of outcomes is wider than at any point in recent memory...
2025-05-0150 min
Alliance Wealth AdvisorsInflection Points: Buffett & Munger Unscripted with Alex MorrisFor episode 20, our guest is Alex Morris, founder of TSOH Investment Research and author of the newly released book Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Before starting his own firm, Alex spent a decade as a buy-side analyst. He earned both his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder.We sat down to talk about his new book, which pulls together decades of insights from Warren Buffett and Charlie Munger. It is organized by topic and covers everything from...
2025-05-011h 26
Allan Nyamutale, CFA PodcastOperating an effective SaccoHere is a link to Kakande Alex’s Introduction to Bonds - This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com
2025-03-1347 min
roadmap to RETIREMENTEP 49: Oh Canada w Lucas WennerstenIn this episode of Roadmap to Retirement Podcast, I am joined by Lucas Wennersten CFA, CFP®(Canada), CFP®(U.S.A.) of 49th Parallel Wealth Management to discuss the complexities of cross-border financial planning between the US and Canada. Lucas shares his journey from the mortgage business to becoming a Certified Financial Planner (CFP) specializing in cross-border financial planning, highlighting the unique challenges and strategies involved. We delve into topics such as the deemed disposition rules for Canadians moving to the US, tax implications for retirement accounts, gifting money across borders, inheritance rules for IRAs, and the healthcare systems of...
2025-03-1227 minLead-Lag LiveDiversified Returns: The Case for Risk Parity with Alex ShahidiDive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor. With insights backed by historical data, we explore how equities, commodities, treasuries, and gold have performed through various market cycles. Shahidi clarifies the concept of risk parity, shedding light on how i...
2025-02-2755 min
This Week in Intelligent InvestingAlex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DISIn this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.
Enjoy the conversation!
Helpful links:
Amazon book page
TSOH Investment Research
Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida...
2025-02-271h 18Lead-Lag LiveAlex Shahidi on Risk Parity Investing, Portfolio Diversification Strategies, and Mitigating Market VolatilityUnlock the secrets to crafting a truly balanced investment strategy that withstands the test of time and market volatility. Join us for an insightful episode with Alex Shahidi from Evoke Advisors as we dissect risk parity investing and its potential to revolutionize traditional portfolio strategies. Discover how this approach aims to mitigate the shortcomings of the classic 60-40 asset allocation model by evenly distributing risk across various economic environments and asset classes.We challenge conventional wisdom by diving into historical market events like the dot-com bubble and the global financial crisis, examining how they exposed vulnerabilities in...
2024-11-3051 minLead-Lag LiveNavigating Financial Turbulence and Embracing New Portfolio Models with Alex ShahidiWhat if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused advisory model that prioritizes independent thinking over firm profits.As we navigate the challenges of our current financial landscape, Alex and I discuss the crucial...
2024-10-1048 min
The Startup Club PodcastAlex Forsyth-Thompson (Float): Helping Consumers Buy Now and Pay Waaay Later, Responsibly.In this episode, we’re thrilled to sit down with Alex Forsyth-Thompson, Founder and CEO of Float, Africa's first card-linked instalment platform that's disrupting traditional BNPL and encouraging responsible spending, by letting shoppers split big-ticket payments over time using existing credit. Despite reaching an executive position at a leading financial services business in his late twenties - Alex took the leap into tech entrepreneurship after spotting the gap to offer BNPL in a way that better serves the customer and merchant alike.After 18 months in "the wilderness" (as he describes it) building an MVP, he lan...
2024-07-181h 00
The Pivot Experience PodcastTPE EP 34 Is This Worth It? ft. Tyler MumfordWhat’s up TPE family!
We are back with another episode of The Pivot Experience podcast! On today’s show we have another special guest that we feel will bring value to your leadership journey. Tyler Mumford has come to TPE to share some of his story as he is currently a part of Chick-fil-A’s Leadership Development Program. Tyler is aspiring to become a Chick-fil-A operator and he shares his experience on our broadcast.
We are appreciative of Tyler’s time and we believe he is providing a lot of value for those who tune in! Please share this show wit...
2024-06-0728 min
Financial PerspectivesLeveraging Generative AI within Private Equity: Insights from Alex Chitea, CFA, Founder and Managing Partner of Funston CapitalSend us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund. Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational telecommunications company, that collaborates with startups, investors, researchers and other partners to bring innovation to the group’s operations around the world. He started his career as an early employee at Google and als...
2024-05-2814 min
How to Lend Money to StrangersZero interest Zero fees Zero new credit, with Alex Forsyth-Thompson (Float)“Buy now and pay in up to 24 monthly instalments using your existing credit card. Zero interest. Zero fees. Zero new credit.” With copy that good, you might not actually need to listen to this week’s episode 😉 But please do, it’s a really good one as we hear first hand from one of South Africa’s most exciting new fintech founders. Float is all about taking a payment tool that you already know and love, stripping away the cost, to providing cash flow management that enables spend without an unnecessary expansion of unsecured credi...
2024-04-1828 min
Orion's The Weighing MachineAlex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?Alex Rabinovich, CFA has a diverse range of work experience in the finance industry. Alex is currently the Head of Enterprise Sales at Halo Investing, a position they have held since January 2023. Prior to that, Alex worked at Russell Investments for almost a decade. Their roles at Russell Investments include Head of Strategic Accounts, where they led a team focused on expanding distribution with national intermediary partners and was responsible for planning and executing business plans. Alex also served as Director of Strategic Accounts, where they initiated and launched new strategic relationships with top broker dealers/distributors. Additionally, Alex...
2024-01-3038 min
IglesiaCFAPr. Alex Sampedro | El único Dios | 22-10-2023➡️ SIGUENOS EN:
▪️ Instagram: https://www.instagram.com/iglesiacfa/
▪️ Twitter: https://twitter.com/IglesiaCFA
▪️ Facebook: https://www.facebook.com/CFAcentral
2023-12-1153 min
DecentraLoungeEp 01 Alex Botte, CFA, CAIA – Runa Digital AssetsIn the inaugural episode of DecentraLounge, co-hosts Ryan Haczynski and Jordan Knecht sit down with Alex Botte, CFA, CAIA, from Runa Digital Assets. The discussion covers the intricacies of digital asset investment strategies, the importance of institutional adoption in the cryptocurrency space, and the future potential of decentralized finance (DeFi). Alex shares insights into Runa […]
The post Ep 01 Alex Botte, CFA, CAIA – Runa Digital Assets appeared first on DecentraLounge.
2023-10-2426 minDecentraLoungeEp 01 Alex Botte, CFA, CAIA – Runa Digital AssetsIn the inaugural episode of DecentraLounge, co-hosts Ryan Haczynski and Jordan Knecht sit down with Alex Botte, CFA, CAIA, from Runa Digital Assets. The discussion covers the intricacies of digital asset investment strategies, the importance of institutional adoption in the cryptocurrency space, and the future potential of decentralized finance (DeFi). Alex shares insights into Runa […]
The post Ep 01 Alex Botte, CFA, CAIA – Runa Digital Assets appeared first on DecentraLounge.
2023-10-2426 min
We Are ActuariesEmerging Actuarial Leaders with Alex LeungTell us what you thought of this episode!Alex is a senior actuary of the Wealth Protection valuation team in ResolutionLife Australasia, managing the technical and delivery aspects of management and regulatory reporting. In this role, Alex is also involved in transformation projects such as separation from AMP, US GAAP, and IFRS17. Alex has 10+ years of experience in valuation, pricing strategy, and data analytics across life insurance, wealth management, and banking practices. He spent 3.5 years working in Hong Kong in his early career but relocated back to Sydney in 2013, and in the same year he c...
2023-10-1723 min
Web3 Deep DiveWeb3’s impact on the Internet with Alex TapscottRachel Wolfson sat down with Alex Tapscott – entrepreneur, business author, and seasoned capital markets professional – to discuss how businesses are using Web3 today and how they may use the technology moving forward. Alex also spoke about how Web3 will advance the internet, along with the release of his new book, “Web3: Charting the Internet's Next Economic and Cultural Frontier.”
This week's guest:
Alex Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies such as Web3, AI, VR/AR and the Metaverse on business, governmen...
2023-08-2944 minLead-Lag LiveExploring Bitcoin's Potential in Fighting Monetary Repression and Upholding Freedom with Alex GladsteinJoin us on a journey with Alex Gladstein, Chief Strategy Officer of the Human Rights Foundation, as we unlock the massive potential of Bitcoin in the fight against monetary repression and the quest for freedom. Gladstein takes us into a world where governments manipulate money systems to oppress citizens and paints a vivid picture of how Bitcoin is becoming a beacon of hope for modern-day freedom fighters. With insights from his book, "Hidden Repression", he peels back the layers of the dollar system's history and its role in causing global suffering. This compelling narrative promises to leave you questioning...
2023-08-2047 min
Cinematography for ActorsHollyShorts LIVE: Building India in Atlanta w/ Alex Woodruff (Writer/Producer) of “Mysore Magic"We are live, on-location at the TCL Chinese Theatre for the 19th annual Oscar Qualifying HollyShorts Film Festival, as the official podcast partner. These shorter, special episodes are with selected filmmakers.In this episode, Hae & Inde sit down with Alex Woodruff (Writer/Producer) of the film, “Mysore Magic”.Logline: The true story of an unlikely romance in 1982 at a disco competition in Mysore, India.Alex talks about the process of co-writing & the origin of this story and plans for the future. Working in Atlanta and building a palace in collaboration with the locations & production designer...
2023-08-1211 min
Cinematography for ActorsHollyShorts LIVE: Shooting Two Films at Once w/ Alex Bush writer, director & producer of "Thaw"We are live, on-location at the TCL Chinese Theatre for the 19th annual Oscar Qualifying HollyShorts Film Festival, as the official podcast partner. These shorter, special episodes are with selected filmmakers.In this episode, Hae sits down with writer, director & producer Alex Bush to discuss Alex’s film, “Thaw”. Logline: While isolated on a remote farm, two friends enter into a game of gender-reversed role play.Follow the film on Instagram: https://www.instagram.com/thawfilm/Follow Alex: https://alexpbush.com...
2023-08-1110 min
The Leadership in Insurance Podcast - Insurtech & InnovationKita, Carbon Risks & the Responsibility of the Insurance Industry : An Interview with Natalia Dorfman, CEO & Co-Founder & James Kench, Head of Insurance at KitaWe are sharing a very exciting episode on The Leadership In Insurance Podcast today as we’re joined by two guests from the Kita team, Natalia Dorfman, CEO & Co-Founder & James Kench, CFA Kench, Head of Insurance to discuss all things #Carbon insurance.We love talking about emerging risks a lot on this podcast, and this episode is just that…🎙 Our conversation covers all things climate risk - If we as an industry say we are committed to ESG, what responsibility do we have to cover such risks?🎙 We look at the origin story of...
2023-08-0734 min
Freelance Finance FixTax-Free Rental IncomeAre you aware you can rent out your home for tax-free income? That’s right—for freelancers, solopreneurs, and small business owners who love to travel, renting your property might be an excellent way to earn tax-free income. In this episode, Alex covers what the Augusta Rule is and how to take full advantage of renting your home for tax-free income, along with details about Section 280A. In this episode, you’ll also hear: How the Master’s Golf Tournament changed short term rental rules Tips for taking advantage of the Augusta Rule...
2023-05-3009 minFreelance Finance FixTempted by High Interest CDs? Here's How to Protect Your Financial FutureHave you noticed more banks enticing you with higher rates? Higher rates generally mean higher savings but there’s no guarantee to how long this seemingly win/win situation will actually last. In this episode, Alex shares why banks are offering high rates and why you should review your long term financial goals before making any changes to your current investments. In this episode, you’ll also hear: Why banks are pushing longer term investment offers Inflation as a benchmark for financial planning Long-term power of compounding and equity market’s...
2023-05-2311 minFreelance Finance FixCommon Questions about Home Office DeductionsOur last episode, “Are You Maximizing Your Home Office Deductions?”, focused on home office deductions and details about Form 8829 Expenses for Business Use of Your Home. Be sure to review IRS Publication 587 and make sure you're using the most advantageous calculation when determining the business use percentage of your home. In this episode, Alex answers the most common questions about home office deductions to ensure your claim is as legitimate as possible. In this episode, you’ll also hear: Which spaces in your home qualify for deductions Storage use and exclusive use by busine...
2023-05-1612 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial EducationS8, Episode 19 - From Burnout to Telemedicine with Dr. Cherisa Sandrow & Dr. Alex SandrowDr. Cherisa and Dr. Alex Sandrow have faced multiple challenges as they take a unique path to solve health care crisis and create a sustainable future.
Today, they are experts in telemedicine, burnout, and creating a thriving independent telemedicine practice that gave them more time, freedom, and family. They are passionate about sharing their journey with others in hopes of helping other physicians transform their lives, realize their potential, and learn to live life on their own terms.
In this episode, you will discover...
What influences them to pursue a medical degree?
...
2023-05-1257 min
Educational AlphaS1: Conversation with Jennifer Murphy, CFA, founder and CEO of Runa Digital Assets, LLC and Alex Botte, CFA, CAIA, Head of Client & Portfolio Solutions at Runa Digital Assets, LLCIn this episode, Bill catches up with two guests from the digital assets space, Jennifer Murphy, Founder & CEO of Runa Digital Assets and Alex Botte, Head of Client & Portfolio Solutions at Runa. It’s no secret that the evolution of the “Web” has transformed our world. Its first phase, Web 1, opened the unprecedented availability of information, and Web 2’s interactive social and mobile applications created some of the world’s most powerful networks and most valuable companies. Listen in to hear how Jennifer and Alex believe digital assets to be the start of Web3.
2023-05-0925 minFreelance Finance FixAre You Maximizing Your Home Office Deductions?Although the April tax deadline has passed, now is a great time to review your return to ensure you’re maximizing your home office deductions. In this episode, Alex dives into home office deductions, different ways to compute your home office use, and what to know about Form 8829 Expenses for Business Use of Your Home. In this episode, you’ll also hear: What constitutes a business use area in the home Gross square footage and usable square footage calculations Getting the most out of your home office deduction Must...
2023-05-0912 minFreelance Finance FixQuarterly Tax Payments SimplifiedOur previous episode, “A Freelancer’s Guide to Quarterly Tax Payments,” covered the basics of estimated tax payments and avoiding underpayment penalties. In this episode, Alex discusses safe harbor provisions and determining your estimated tax payment. Be sure to check out Publication 505 by the IRS to learn more about estimated tax withholdings and safe harbor provisions. In this episode, you’ll also hear: Benefits of safe harbor provisions for non-W2 income earners 90% accuracy for estimated payments and paying 110% of prior year taxes Pro-tips for making estimated payments as a freelancer or...
2023-05-0210 minFreelance Finance FixA Freelancer’s Guide to Quarterly Tax PaymentsYou might be mistaken if you’re a small business owner or freelancer and think you only have to pay the IRS once a year. Estimated tax payments only apply in certain states, so review your local tax laws to avoid any penalty. In this episode, Alex breaks down what estimated tax payments are, who has to pay them, and how to pay them on time, and shares some insight to keep clear of paying the IRS more than is absolutely necessary. In this episode, you’ll also hear: Avoiding underpayment penalties Pay-as...
2023-04-2513 min
Cinematography for ActorsEp 24 - Know Me By My Work with Alex Wright & Monica McCarthyA special episode in collaboration with Monica McCarthy, and Alexandra Wright of Delta Acting Community!Cinematography for ActorsWe teach actors the technical side of performance through education and community-building eventswww.cinematographyforactors.comJoin the CFA Community, sign up to our newsletter:https://mailchi.mp/e27e1a2bc895/newsletter0:01:30 - Monica McCarthy and Alexandra Wright are back!0:02:02 - Hae fumbles through the soundboard0:02:57 - Where are we? What are we doing?0:05:28 - Alex & London0:10:11 - Monica & London0:15:56 - Hae & London0:18:03 - Healing old wounds / bridging old gaps0:24:00 - Women supporting Women! Surrounding ourselves with women!0:28:13...
2023-04-201h 06Freelance Finance FixMost Common 529 QuestionsOur prior episode, “529 Plans are for More than Education” highlighted that the traditional 529 College Savings plans are set for big changes. While 529 accounts used to be where parents and grandparents invested money to fund the next generation's higher-level education costs like tuition, the Secure Act 2.0 includes provisions that if unused, this money can be rolled into a beneficiary’s Roth IRA. There are restrictions and rules that must be followed, but listen to the Freelance Finance Fix Episode 13 for all of the details. In this episode, Alex addresses 8 of the most common 529 plan questions and answers and shares...
2023-04-1813 min
特许金融街EPISODE 48：听听币圈OG怎么说？聊聊数字货币的机会与风险主播 | 頔枫 / Carl策划 | Sunny制作人 | 红豆文案 | 红豆 / 筠凡统筹 | 嘉澍 / Frances2023年一季度以来，比特币上涨了72%，是今年表现最好的资产品种。随着近几年虚拟货币价值的成千倍高涨和过山车式的回落调整，比特币、狗狗币、以太币等虚拟货币逐渐为人们所熟知，而公众对虚拟货币的了解大多仅局限于耳熟能详的名词，对于其专业知识和投资门道仍知之甚少。本期播客节目我们请到深耕币圈的两位专业人士，来听听业内OG们对于数字货币在技术壁垒、行业趋势、安全性和投资机会等方面的见解和思考，希望本期节目能够带给各位听众对web3.0和币圈的新的认知和理解。「本期嘉宾」Allen，资深web3行业投资机构负责人，管理多支美元基金，从业以来综合回报率超过一百倍Alex，来自香港的web3从业者，入行5年，是从事资产交易平台、区域链大数据、Dapp、公链相关业务技术研发的资深专家「本期内容」一、技术背景和概念02:20 嘉宾介绍05:44 币圈的基础是区块链，在此基础之上，衍生出了layer2、layer3层级。对于Layer2基础设施层和Layer3应用层来说，基础设施层的加密公司服务对象更偏向于TO B，而应用层更TO C？15:04 如何看待中心化稳定币接连暴雷，以及监管认为稳定币拥有证券性质？未来去中心化稳定币有哪些机会？24:00 数字资产的NFT这种认证方式，其护城河有多宽？二、交易和资产配置
2023-04-121h 41Freelance Finance FixHow to Use a 529 College Savings Plan for More than EducationTraditionally, 529 accounts have been an option in which savings could be accumulated and invested toward the purpose of funding a loved one’s education expenses. Money can be set aside in the 529 plan as a lump sum or over time, invested in the markets, and grow tax free. The real beauty and benefit of a 529 education savings plan is typically realized when the beneficiary uses the money and all its tax-free growth on qualified education expenses. But now, thanks to new legislation, the savings and growth from this investment can potentially be rolled into a Roth account.
2023-04-1112 minFreelance Finance FixHow Much Tax Would I Owe if I Sell My Home?If you’re planning to sell your primary residence or an investment property, you might qualify for certain options to get the most out of the transaction while saving money on your tax bill. In this episode, Alex details 5 important things to know about how selling your home impacts your taxes. In this episode, you’ll also hear: Understanding capital gains tax vs. ordinary income tax Benefits of Section 121 or a 1031 exchange Why it’s important to review your home’s title Must-listen moments: [00:02:30] If you have receiv...
2023-04-0411 minFreelance Finance Fix10 Situations Where a Roth Conversion Doesn’t Make SenseAlthough Roth IRA conversions offer many financial benefits, they can also create financial woes if converted too soon or if tax filings aren’t managed properly. In this episode, Alex shares 10 scenarios where it’ll pay to think twice before executing a Roth conversion. In this episode, you’ll also hear: How Roth conversions impact income benefits and taxes Recognizing Roth conversions do not have a limited time window Why age doesn’t matter for Roth conversions Must-listen moments: [00:03:28] Often, a mistake with Roth conversions or contribution...
2023-03-2811 min
IglesiaCFAPr Alex Sampedro | Los Favoritos de Dios | 12-03-2023Adoración
Si te quitan todo lo que crees que te da valor, que te queda, cuál es el sentido de tu existencia ?
Cuál es tu motor de vida, que es lo que te mueve?
Génesis
La historia de la humanidad no es de un Dios que se esconde del ser humano, es del ser humano escondiéndose de un Dios que esta desesperado, buscando lo que se había perdido
Terapia Ocupacional ✨
Todos estamos rotos pero Dios te ama tal y como eres y no por cómo deberías ser
El milagro más increíble no es re...
2023-03-261h 00Freelance Finance FixHow Wealthy People Get More Tax-Free GrowthDo you think you make too much money to contribute to a Roth IRA or that you’ve out-earned your eligibility for a tax-free growth? You might be surprised to learn you can still take advantage of a Roth account regardless of your income. In this episode, Alex outlines who is eligible for Roth conversions and makes suggestions for when and how to do Roth IRA conversions. In this episode, you’ll also hear: Roth contribution vs. Roth conversion Tax implications of Roth conversions Multi-year strategy and goals for Roth co...
2023-03-2112 min
TFTC: A Bitcoin Podcast#406: Debt-Based Colonialism and Structural Adjustment with Alex GladsteinJoin Marty as he sits down with Alex Gladstein to discuss how the IMF and World Bank harness debt to funnel resources from poor nations to rich ones.
Alex's article on Bitcoin Magazine: https://bitcoinmagazine.com/culture/imf-world-bank-repress-poor-countries
Alex's Essays: https://alexgladstein.com/
Alex Gladstein at HRF: https://hrf.org/team/alex-gladstein/
5:26 - In town for SXSW talking about CFA franc
10:06 - Colonial exploitation
17:21 - Transfer of control of energy
19:51 - Outsourcing the cost
28:24 - The unrecorded losses
36:38 - Structural Adjustment
42:36 - What it could...
2023-03-201h 21Freelance Finance FixFunding a Freelance Lifestyle with an Old 401KDid you know an old 401K might hold the key to funding your new business or, at the very least, could save you thousands in taxes? For big tech employees or those with employer stocks that have performed tremendously well, it’s worth researching how net unrealized appreciation, or NUA, might impact your financial plans. In this episode, Alex reveals what Net Unrealized Appreciation is, its unique advantages, and who might benefit from this little-known tax strategy the most. In this episode, you’ll also hear: 2 advantages of using the Net Unrealized Appreciation tax tre...
2023-03-1411 minFreelance Finance FixDo Bonds Belong in Roth?No one likes leaving money on the table, especially when it’s thousands of dollars. Unfortunately, you could be at risk of doing just that if you’re unintentionally holding bonds inside a Roth account. In this episode, we highlight the differences between Roth accounts, bonds, and why it’s necessary to make sure your investments are where you need them to be. In this episode, you’ll also hear: Why we love the long term, tax-free growth Roths offer Benefits of holding bonds and other conservative investments Understanding risk toler...
2023-03-0712 minFreelance Finance Fix7 Things for Freelancers to Prepare For Tax SeasonApril 18th is rapidly approaching so now is the time to review your 1099s and financial accounts to make filing your taxes as easy as possible. In this episode, Alex covers 7 things you need to know about filing your taxes as a freelancer or solopreneur to avoid costly surprises and penalties. In this episode, you’ll also hear: Why it’s better to review everything vs. rush to file your taxes Double-checking for commonly missed deductions How increasing interest rates impact your tax filing Must-listen moments:
2023-02-2812 minFreelance Finance FixGifting Without a Paper TrailEvery year brings the opportunity to take advantage of the annual gift tax exemption to non-charities when filing taxes, but many don’t understand the gift tax limit or its benefits. In this episode, Alex explains the annual gifting limit, how to increase your 2023 gifting limit from $17,000 to potentially $68,000, and why it’s important to plan your gifts. In this episode, you’ll also hear: Defining what the IRS considers a gift Common misunderstandings about the annual gift tax exemption Suggestions for creating a gifting plan and what forms are required for gifts Must-liste...
2023-02-2113 minFreelance Finance FixThe Power of an HSA Part 2As mentioned in Part 1, health expenses and rising health insurance costs can quickly derail even the best laid financial plans. An HSA account is a solid planning tool to help freelancers mitigate risk and navigate unexpected expenses. In this episode, Alex discusses the final 5 attributes of an HSA account and why it’s beneficial to have this dedicated financial bucket available. In this episode, you’ll also hear: Selecting an HSA custodian and planning for future retirement Short term vs. long term HSA investing strategies Keeping receipts for future reimbursements and HSA tax filing process ...
2023-02-1411 minFreelance Finance FixThe Power of an HSA Part 1Health savings accounts, known as an HSA, are growing in popularity and for good reason. Health insurance plans seem to get more expensive every year while offering less coverage. In this episode, Alex sheds light on 6 key attributes of an HSA account and why it’s a powerful planning tool that freelancers should evaluate and consider utilizing in their financial strategy. In this episode, you’ll also hear: Triple tax benefits of using an HSA account Understanding HSA eligibility requirements and contribution limits How HSA funds never expire, gap year benefits, and what counts as a me...
2023-02-0711 minFreelance Finance FixRoth IRA Features That Benefit FreelancersHaving an emergency fund is non-negotiable for freelancers. Even with the most meticulous tax planning and retirement strategies in place, unpredictable expenses can occur at any time. In this episode, Alex dives into the most overlooked benefit of having a Roth retirement account and three things freelancers should know about using Roth accounts. In this episode, you’ll also hear: Common misconceptions about Roth IRA withdrawals Understanding which documents to keep for tax purposes How a Roth account provides income flexibility year over year Must-listen moments: [00:00:50] The world and your business...
2023-01-3109 min