Shows
The Morning Drive with Dan & ColeBig 12 Bites Back: No. 21 Cougars Upset LSU in Wild 38-35 Texas Bowl FinishWith the New Year approaching, the CFPs kick back into action on Wednesday with the Miami Hurricanes taking on the Ohio State Buckeyes, marking the initial start of the CFPs quarterfinals. Taking a look at Houston regarding Bowl Games still underway, the Coogs rally back over the LSU Tigers on Saturday in the Kinder's Texas Bowl for a final score of 38-35, pushing them over to 10 wins for the season. Taking a look at Houston's 2025 season and evaluating Willie's 2-year tenure with the Cougars organization, Dan and Cole take a moment to applaud Willie's recent achievements and pose what direction...
2025-12-2906 min
The Savvy Adjuster PodcastCertified Fire Protection Specialists: How To Tell if Fire Suppression Systems Impacted Fire LossesIn this episode, Alpine Intel Senior Account Manager Chris Nichols is joined by National Fire Experts Certified Fire Protection Specialists (CFPS) Ted Forbes and Ryan Bain to discuss why it’s important to evaluate fire suppression systems following a fire incident. You’ll understand the difference between the certified fire investigators who determine origin and cause and the fire protection specialists who analyze whether fire suppression systems prevented or failed to prevent the spread of a fire. This can help adjusters determine what may have caused additional losses and if there may be other concerns at a property.Di...
2025-08-0839 min
Money TalkBecoming a CFP® - 189Send me a textThis week’s episode is a special one! It’s just me on the mic sharing a huge personal and professional milestone: I passed the CFP® exam! 🎉In this solo episode, I’m walking you through what it took to go from “I think I want to do this” to actually sitting for and passing one of the most challenging exams of my life. Whether you’re considering a career shift into financial planning or you’re just curious what goes into becoming a Certified Financial Planner®, this is a real behind-the-scenes l...
2025-07-2424 min
Straight Talk for Giving-CareFall Prevention, Bone Health, and the Role of the OT in Family CaregivingWhen we think of a family caregiver’s support system, we often focus on doctors and nurses. But there are other professionals who play a critical role in keeping both the caregiver and the care recipient safe, healthy, and supported.
In this episode, I’m joined by Emilia Bourland, OTR, ECHM, CFPS, an occupational therapist and entrepreneur dedicated to helping older adults and caregivers access the information, services, and resources they need to live their best lives.
We talk about:
The true scope of occupational therapy and when to call in a professional
...
2025-07-1029 min
GrantTalkGrantTalk Ep 45 | FFP Connects Nonprofits with Pro Bono Certified Financial Planners (CFPs)GrantTalk is back with another insightful episode, hosted by Libby Hikind — Founder and CEO of GrantWatch.com, and author of The Queen of Grants! 👑📚
In this episode, Libby sits with Rachel Roth, Senior Director of Grants and Programs at the Foundation for Financial Planning (FFP). This national nonprofit funds programs offering pro bono financial planning to people in need. 💸🤝
💬 Rachel shares how FFP empowers nonprofits nationwide by connecting them with Certified Financial Planner professionals (CFPs) who volunteer to help underserved communities, including cancer patients, natural disaster survivors, exonerees, first-time homebuyers, and more.
They explore:
2025-05-1624 min
Financial AuditSomeone Finally Snapped On Financial Audit▶Her family is not aware of how much she owes her mom... so I call her sister and make her finally confront this INSANE situation, watch here: https://www.youtube.com/channel/UCLe_q9axMaeTbjN0hy1Z9xA/join▶▶ *EOY* *SALE* Bundle my budgeting, debt + investing program for *33%* *off* : https://calebhammer.com/classpack/ *33%* *off*Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Limited Time $3,000 Deposit Bonus - Lock i...
2025-01-081h 38Financial AuditSomeone Finally Snapped On Financial Audit▶Her family is not aware of how much she owes her mom... so I call her sister and make her finally confront this INSANE situation, watch here: https://www.youtube.com/channel/UCLe_q9axMaeTbjN0hy1Z9xA/join▶▶ *EOY* *SALE* Bundle my budgeting, debt + investing program for *33%* *off* : https://calebhammer.com/classpack/ *33%* *off*Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Limited Time $3,000 Deposit Bonus - Lock i...
2025-01-081h 38
Financial AuditI've Never Had An Update Like ThisBook your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the influencer's own views. MFI does not endorse any strategies mentioned and is not responsible for the influencer's services.Click this link https://j.moomoo.com/Caleb to get up to 15 fr...
2024-12-302h 01Financial AuditI've Never Had An Update Like ThisBook your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the influencer's own views. MFI does not endorse any strategies mentioned and is not responsible for the influencer's services.Click this link https://j.moomoo.com/Caleb to get up to 15 fr...
2024-12-302h 01
Financial AuditBroke Loser Is Mad I Won’t Hire Him | Financial Audit▶▶▶ Bundle my budgeting, debt + investing program for 25% off: https://calebhammer.com/classpack/Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Getting access to GLP-1 medications shouldn’t be a stressful process, see if you’re a qualified candidate and go check out http://ro.co/Caleb today.“Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the...
2024-11-061h 30Financial AuditBroke Loser Is Mad I Won’t Hire Him | Financial Audit▶▶▶ Bundle my budgeting, debt + investing program for 25% off: https://calebhammer.com/classpack/Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Getting access to GLP-1 medications shouldn’t be a stressful process, see if you’re a qualified candidate and go check out http://ro.co/Caleb today.“Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the...
2024-11-061h 30
WomenShareIgnoring Advice and Achieving Success in Financial Services"Most of the career advice I received, I ignored. That might have been the secret to my success."Welcome back to WomenShare: a celebration of women in financial services. Today, hosts Leah Alter and Joanna Ehresman bring you an inspiring conversation with Mary Beth Franklin, a trailblazer who turned skepticism into success. Mary Beth Franklin, a seasoned journalist and certified financial planner, shares her unconventional journey in the financial services industry.Known for her expertise in Social Security and Medicare, Mary Beth defied the advice of experts who dismissed her niche focus as too narrow...
2024-11-0631 min
Financial AuditFailed OF E-Girl Is A Leech | Financial AuditGet your first month for a dollar at https://getkikoff.com/caleb today!▶ Bundle my budgeting, debt + investing program for 25% off: https://calebhammer.com/classpack/Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the infl...
2024-11-011h 29Financial AuditFailed OF E-Girl Is A Leech | Financial AuditGet your first month for a dollar at https://getkikoff.com/caleb today!▶ Bundle my budgeting, debt + investing program for 25% off: https://calebhammer.com/classpack/Book your free strategy session https://www.domainmoney.com/caleb to work with my CFP Adrianna or any of Domain Money’s other expert CFPs today!Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the infl...
2024-11-011h 29
Financial AuditFinancial Audit’s Final BossClick the link https://relayfi.com/calebhammer and get $100 when you sign up for a business checking account with Relay. Terms and conditions apply.Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® cards are accepted.Book your free strategy session https://dmnmny.co/caleb to work with Adrianna or any of...
2024-10-141h 56Financial AuditFinancial Audit’s Final BossClick the link https://relayfi.com/calebhammer and get $100 when you sign up for a business checking account with Relay. Terms and conditions apply.Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® cards are accepted.Book your free strategy session https://dmnmny.co/caleb to work with Adrianna or any of...
2024-10-141h 56
The Military Millionaire PodcastCertified Financial Planners: The Gold StandardCertified Financial Planner: A CFP is the creme de la creme of "financial advisors"
Summary:
In this episode, David Pere discusses the importance of choosing the right financial advisor and the potential pitfalls of working with the wrong one. He emphasizes the need to look for certified financial planners (CFPs) who have the necessary qualifications and expertise. He also explains the difference between fee-based and commission-based advisors and why fee-based advisors are generally more aligned with the client's best interests. David warns against financial advisors who try to sell products without considering the client's specific...
2024-10-1112 min
Financial AuditThis One Will Make You Outraged | Financial AuditBook your free strategy session https://dmnmny.co/caleb to work with Adrianna or any of the other CFPs at Domain Money today! Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the influencer's own views. MFI does not endorse any strategies mentioned and is not responsible for the influencer's services.Click this link https://j.moomoo.com/Caleb to get up to 15 free stocks from...
2024-10-071h 20Financial AuditThis One Will Make You Outraged | Financial AuditBook your free strategy session https://dmnmny.co/caleb to work with Adrianna or any of the other CFPs at Domain Money today! Important: The creator is a paid influencer and not affiliated with Moomoo Financial Inc. ("MFI") or its affiliates. Content outside of the moomoo ad has not been reviewed by MFI and reflects the influencer's own views. MFI does not endorse any strategies mentioned and is not responsible for the influencer's services.Click this link https://j.moomoo.com/Caleb to get up to 15 free stocks from...
2024-10-071h 20
Bite Sized FinanceEpisode 46: Your Financial Future Through the Eyes of a Newer Generation of Advisor.Join your host, Kelly Brothers, as he introduces two young, dynamic certified financial planners (CFPs) from CAPTRUST's Sacramento office, Lauren Ralston and Kathryn McCall. Together, they dive into a variety of financial topics relevant to the local community, ranging from the importance of financial literacy, effective budgeting strategies, and insurance needs, to preparing for retirement and managing inherited assets. The conversation covers practical advice on financial planning, estate planning, and the implications of tax laws, making complex financial concepts accessible and engaging for a diverse audience. The experts also stress the significance of starting financial planning early, involve the family...
2024-09-2751 min
就业研究所Vol.4 我在北师大学金融，却在支教的路上越走越远大家好，我是就业研究所的研究员贝贝，本期节目的嘉宾是我参加CHARLS追踪调查结识的好朋友漫漫。漫漫在北师大主修金融，同时还辅修教育学。和漫漫在CHARLS追踪调查的实地访问期间，她纯真单纯、热心温暖的品质都被我看在眼里，这样的性格底色又促使她后来不断参加社会实践，积极投身田野调查、支教、国际义工等活动，都和金融学没什么关系，却是她大学生活里最浓墨重彩的章节。一个文科生干嘛跑到北师大学金融？金融辅修教育是什么神仙搭配？学金融敢不实习光参加公益活动？这是我对她一直有的疑问。本期节目对这位非典型金融学生的拷问，简直为我这样的财经院校学生打开了新世界的钥匙！总是为升学和就业焦虑的我们，很容易忘记跳出课本进行探索，做些自己真正感兴趣的事情。把升学和就业搁置一旁时，可能收获相伴一路的挚友，看见更广阔的世界，发现人生的AB面。希望漫漫的经历能够让你更大胆地参与多样的活动，爱你所爱，行你所行，听从你心，无问西东。-时间轴-01:18 在北师大主修金融辅修教育，是一种什么体验？“说实在，我上大学之前，跟同龄人相比对钱的敏感度比较低，财商很低的那种。更不要提跟金融有什么瓜葛，我们家里也很少有这方面的，我就接触的很少，没太有金融学科气质。但是我爸妈说就是因为你这样，所以才要去补课。我父母也不是说觉得我财商低，而是觉得我们家的财商低，所以需要我来稍微提一提平均分……”05:50 非典型金融学生，寒暑假期都在干些什么？“不管是同学平时聊天，还是网络上那些段子，学金融的学生都是有个很明显的刻板形象。比如说非常卷，不管是绩点还是实习。个人风格非常精英，平时讲话有点装，又很fancy。但是我感觉以上这几点你一条都不符合。漫漫在大学期间没有实习过，这跟很多金融类、经管类的学生的大学经历都非常不一样。但是她每个假期也都没有闲下来，可以说是我身边的朋友当中，参加社会实践、田野调查、支教这样项目最多的一个……”17:14 我们在大学里做得最正确的决定“当时大一上，我报了学校的一个寒假返乡调研活动，但是因为是没有人监督的那种项目，于是那个寒假我什么也没做，到了倒数第一天要交论文的时候，我跟师哥说，我什么也没做，想退出可不可以啊？他说好。那个时候我就意识到，我完全需要别人监督，不能对自己的自觉心抱有任何的念想。所以我就想着暑假那么长，两个多月我不可能又呆在家里躺着玩手机，或者做些没有意义的事情，那就让自己有点事情做。我都忘了为什么会看到这个，看到了之后我就对比了一下 CHARLS和CFPS。CFPS都是你一个人独立的去做，然后CHARLS是团队合作，那我肯定报团队的。我想认识各个院校五湖四海的同学，大家一起玩，一起做事，然后我就选了CHARLS……”“我当时报名这个项目也是带有这个目的，因为大一觉得找实习的可能性不大，又想做点事情，加上我们学校好像非常热衷于参加CHARLS这个项目，有学长分享给我们，说这个项目蛮不错的，完成了实践活动之后，还有一个相关的论文课程，整个培养体系能够让人有很大的提升。我当时最好奇的就是田野调查到底是什么？因为田野调查之前没有参加过，对我感觉是一个比较抽象的事情。下到田野当中是去调查什么呢？我以前幻想的田野调查的场面，一直就是一群人戴着草帽，到水稻田里面去看稻谷之类的……”28:31 通过田野调查，看到真实的中国“我上的第一堂教育学课，老师背景是教育社会学，给了我一个概念也好，或者一个启发，说现在青少年的社区概念、境场概念在消失。我们生活的区域，主要是我们狭小的圈子，我们的学校、家庭以及网络空间。但是我们学校之外在发生什么，或者我们家乡正在发生什么，我们是不知道的。大部分人就是活在一个最小的圈子和网络空间，但这个网络空间跟你平时的生活，如果仔细去剖析，其实距离非常遥远，跟你平时的喜怒哀乐也不是那么挂钩。我们需要把自己的目光，重新放回到境场当中。我们去实地面对的群体，他们基本上不在网络世界出现，除了实地访问，我们不可能通过其他的途径去了解到他……”37:22 支教最难忘的事情，居然是酒局？！“当时我们第一天去四川，人家真的很热情。第一天校长就请我们支教队16个人在外面吃饭。我作为队长，肯定是挨着校长坐。我跟他做一桌。行政老师相当于是对半分，一部分和我们坐，另一部分就坐另一桌，有几个男生陪他们，那几个男生贼能喝。但是我实在是不行，旁边的校长又贼能喝，然后我那桌基本都是女生，就变成我俩拼酒……”43:32 角色互换：支教时来例假，女学生向我伸出援手“我现在都觉得很难想象，一个比我小三四岁、四五岁的女孩子，那种温柔的力量让我震惊。她说老师，你是不是遇到麻烦了？你知道我又是那种遇到什么事情，情绪就比较丰富的人。她就很情绪稳定，但是又特别温柔地说，没有关系老师，我们都是女生，女生都会遇到这种问题。当时我也不知道什么触动了我，就觉得明明应该是我，作为这种角色来陪伴她们的。但是却是她，一个比我小很多岁的女学生，在当时的场合这样跟我说，我当时就觉得特别温暖，温柔这两个字具象化……”48:23 去印尼当国际义工，我都做了什么？“我寒假自费去印度尼西亚做国际义工,一方面是想锻炼锻炼口语，但去了之后发现主要的交流对象还是自己的同学，也没有锻炼到什么。在宜宾做支教还是比较正式的，自己设计课程，自己备课、上课组织活动，和同学交流，和同事在办公室聊天，一起讨论整个暑期支教队的事情。但去印尼我觉得更多就是一个陪他们玩耍，稍微给他们更多知识视野的那种感觉，主要还是陪他们玩。当时教英语去了，还教了几个汉语词汇，但是发现他们都会。其他之前参加这个项目的同学已经教过他们了。他们知道老师、你好、一二三四五六七八九十……”50:44 支教之后，我才真正明白了做老师的意义“我们去支教之前那天晚上以及支教第一天早上，到了办公室，所有人都在焦虑，除了那些很老成的老师，浑然天成班主任的那种，他们不焦虑之外，我们几个新手都特别焦虑。怎么办？但是我感觉所有人去了讲台之后，就会发现学生对你们的包容度非常之高。完全不用担心他们会让你冷场，不容纳你。学生真的对老师特别包容。他们是好学生，但是我们自己不一定是好老师……”01:01:10 教育学毕业，还能设计玩具？“北师大的教育学本科应该大部分都要去保研，保研出来的去向基本上跟你学的细分方向有关。如果你是偏理论的教育学原理、课程与方法论，要不然就是老师，要不然就是进高校。如果你是偏管理口、行政口，这种教育经济与管理，大部分就会去当教育行政管理。比如某个区县教育局的什么职位，或者是某个中学、小学的行政管理人。除了这种体制事业单位，当然还有一些学教育学的同学选择创业。有些人去办私立学校，还有什么私教机构。我觉得有一些比较好的职业，像那种设计玩具，真的很赚钱……”01:05:22 本科直接就业，也可以是主动选择“像我这样既没有准备出国，也没有准备考研的人非常少。但是我也没有觉得很焦虑，因为我上大学选专业，就业导向是非常强的。我觉得本科生活非常重要的一个目的，就是要不断探寻自我，找到自己内心真正想要什么。不如就多做一些尝试。我在学校里能够做的探索比较有限。一直上学的确对我们来说是一种保护，因为不管在什么场景下，都有一个学生身份在保护你。大家会对你比较宽容，对你会没有那么直接。但是我不太想要这样的感觉，我想在更真实的环境当中，继续做一些探索。只要有进步就是挺不错的。这个进步不只是表现为学历的提升，也可以是见识的增长，是你对事物更深刻的理解。就像你工作的进步，也并不代表你的工资一定要不断增长，你的title、你的职位一定要不断往上升。你降薪了也不代表你被否认了，你被裁了也不代表你是个loser……”片尾曲：《Rollin' On》—椅子乐团 The Chairs-关于大力如山-券业最野自媒体、原券商投行业务条线董事总经理、畅销书《投行职业进阶指南：从新手到合伙人》作者。正在持续为孩子们做两件事：线下的高校公益讲座、线上的金融行业免费求职招聘平台【每周直播预约及回看】视频号：大力如山【互动平台】微信公众号：大力如山微博@王大力如山小红书：
2024-07-261h 17
The Growth-Drive Hot SeatAi Narrates the Preface of George's Book; The 2024 SummitSummary: This episode is the Preface to George's Book and discusses the importance of business advisory and the middle market in the United States. It emphasizes the need for guidance and support for private businesses to understand and improve their strategic capacity. The conversation highlights the role of business advisors in helping businesses grow and attract capital. It also explores the market of business advisors, including CPAs, management consultants, and CFPs. The episode concludes by emphasizing the goal of building a thriving advisory business based on delivering client results.Takeaways-Private businesses in the middle market generate...
2024-06-0512 min
ConTejas CodeDaniel Afonso: How to Speak at Tech Conferences, Passion, Pain, EvangelismLinks- CodeCrafters (Sponsor): https://tej.as/codecrafters- Daniel on X: https://x.com/danieljcafonso- Daniel's comic book talk: https://www.youtube.com/watch?v=TBxipPwGvHY&list=PL6EW34-Kvy8UfigafIhb5l4thKqOvMgIFSummaryDaniel Afonso shares his journey as a developer advocate, emphasizing his passion for educating developers through conference talks and comic books. He discusses using storytelling and entertainment to explain complex technical topics, including fine-grained reactivity with Marvel's Watchers as an analogy. He addresses overcoming imposter syndrome by learning and presenting...
2024-05-161h 42
Game AcademyEpisode 19: Games and the Academy May Be Crumbling, but Game Academy Lives On! (with William Mellamphy)Adam and Steph are back after a long break! They chat about the struggles with layoffs in academia and the games industry that has been all over the news lately. Then, they bring on special guest William Mellamphy, a PhD candidate an expert in all things nostalgia, video games, and, much to Steph's delight, Pokemon! A long chat ensues around the commodification of nostalgia, the newfound ability for parents to share gaming passions with their children, and what it all means for capitalism. We then zero in on some Pokemon myths, the mechanics of gender in the series, and...
2024-03-3047 min.png)
The Ride: Life, Work and WealthUnlocking Financial Success: The Power of Certified Financial Planners (Ep 72)
Welcome to The Ride, Life Work and Wealth Podcast, proudly brought to you by Green Private Wealth, a trade name of Harborside Wealth Management. Get ready to supercharge your financial journey as we delve into the world of Certified Financial Planners (CFPs). In this episode, Brad Winlaw and Dave Harris, both Certified Financial Planners at Green Private Wealth, break down the benefits of working with a CFP and share insights from a recent FP Canada survey.
Key Topics Discussed:
Understanding the role of a Certified Financial Planner and their gold standard designation.
Exploring the comprehensive financial...
2024-03-0617 min
Optimistic VoicesOrphanage Trafficking - A Real Life Horror StorySend us a textWhen Americans and others living in the global north (aka Westerners) think about trafficking, they tend to have an image of a child being kidnapped by a bad guy, and then sexually exploited. While that is certainly a trafficking issue, there are all kinds of child trafficking. You may not have heard of orphanage trafficking before today, but it is real and real life horror story happening all around the world, every single day.It is a genuinely horrific idea to contemplate. It is, simply put, the use of children as...
2024-02-211h 11
Staying in the BlackI Met with Two Certified Financial Planners (CFP)Ms. Black wants to know if she can afford to retire early so she consulted with two Certified Financial Planners (CFP). In this episode Ms. Black shares her experiences meeting with 2 CFPs. Find out what they advised her. If you want to know how Ms. Black prepared to meet with the CFPs list to this episode: Preparing to meet with a CFPMs. Black, the host of Staying in the Black, is a single mom, homeowner, and public-school educator in NYC. She owns two properties and is one mortgage away from being totally debt-free. She l...
2024-02-0242 min
Revere Asset Management - Your MoneyIs It Time to Buy Bonds? | Your Money Podcast – Episode 476
Can a lobbyist be a fiduciary? Are bonds peaking? The shop digs into the big questions this week to talk about why it might be time to move on bonds, explaining the pocket pivot, revealing a few big names that may be worth watching in the homebuilding sector, and why checking sec.gov every once in a while might be worth your time for smarter trading.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Stud...
2023-11-1651 minPodcasts Archives - Revere Asset ManagementIs It Time to Buy Bonds? | Your Money Podcast – Episode 476
Can a lobbyist be a fiduciary? Are bonds peaking? The shop digs into the big questions this week to talk about why it might be time to move on bonds, explaining the pocket pivot, revealing a few big names that may be worth watching in the homebuilding sector, and why checking sec.gov every once in a while might be worth your time for smarter trading.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Stud...
2023-11-1651 min
Mindful MoneyNikki Gajoo-Frielinghaus - Financial Freedom, Self-Growth & Following Your PassionUpcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I de...
2023-05-191h 02
FRÉQUENCE MOTORSEP2 - TRISTAN ANDRIEUX - C F P S2ème EPISODE :
TRISTAN ANDRIEUX - C F P S
CRAZE FLAKES PAINT SHOP à CHAVANAY dans le 42.
Ma rencontre avec Tristan de l'association CFPS fut une véritable révélation. Il est à la fois préparateur de motos et créateur de show bikes Harley.
Imaginez des frères et des amis d'enfance qui passent leur temps à bricoler des BMX et des mobylettes, et qui finissent par construire de leurs propres mains un espace familial où ils mettent en commun leurs compétences pour cr...
2023-03-011h 05
Retire TodayLet’s Talk Money! With Joseph HogueCheck out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify” or read below for Let’s Talk Money!
Summary:
114 – When the stock market crashes, we need to stay sane and invest with a strategy, but that’s easier said than done.
In this episode, Jeremy Keil speaks with Joseph Hogue about why keeping your cool is essential when the stock market dips and some investment strategies to help you do so. Joseph explains who you’re up against when you invest in the stock market and how changing your pers...
2022-12-0726 min
Build and LearnCFPs! Submitting talks to conferencesSome LinksLaravel Bootcamp Rails Hackathon Ruby Archaeology by Nick Schwaderer "Build vs Buy" on Rails by Colin Loretz Content Creation for Software DevelopersCFP LandWhy speak at a conference?Share your hard-won learningsMeet other peopleGrow an audienceBuild your talent brand to hire peopleWhat makes a conference worth speaking at?Do you need to be very senior to speak at a conference?No!Picking a topicWhat are you interested in?What are you excited about?What do you know a lot about?Components of a CFP
2022-11-1434 min
Python Community NewsConference Spaces, Calls for Maintainers, and a New Packaging Survey - PCN 2 Sept 2022Topics- DjangoCon Announces Weekly Twitter Spaces, Virtual Only Talks, and their COVID Policy- Python Packaging Survey- Starlite looking for Maintainers and ContributorsLinks:Keynote: Improving Contributor Experience & Broadening Contributor Scope - EuroPython 2022https://github.com/jazzbandOpen CFPs and Upcoming ConferencesCFPs Open- PyCon PL- PyJamasConferences- PyConUKChaptersIntro: 0:00DjangoCon US Covid Policies: 1:28DjangoCon US Virtual Talks: 4:22Twitter...
2022-09-031h 00
The DeFiChain Podcast#70 Record voting - 100% CFPs approved.The current DFIP and CFP voting round is closed and all CFPs are approved by masternode voting. Let's have a look what also happened around DefiChain.
————
The #DeFiChain is enabling #DeFi (Decentralized Finance) on #Bitcoin: https://defichain.com
► Subscribe to our YouTube channel if you don't want to miss out on any key updates: https://www.youtube.com/c/DeFiChain/featured?sub_confirmation=1
► You can buy/trade DFI on any of these platforms: https://coinmarketcap.com/currencies/defichain/
► You can stake DFI on https://cakedefi.com
____________
► English Vi...
2022-05-1823 min
PimPamPum! – Ràdio Trama.catPimPamPum! (01-09-2021)
Pim Pam Pum 388!
1r programa de la temporada al nostre estimat Casal Can Capablanca.
Programa dedicat molt especialment a tota la gent de les Barraques de Sbd, a la gent de la Comissió de Festes Popular, la CFPS que cada any es curren les millors Festes Majors del Vallès. #FestaMajorSabadell2021 #CulturaPopular
Hem entrevistat al Pau, Membre de la CFPS, que ens ha explicat què està passant al voltant de la Festa Major i ens ha presentat el programa d’enguany.
També hem donat el Pregó de Festa Major i el ja tradi...
2021-09-0500 min
International Real Estate Advisers w/ C RaySelf-Directed IRAs Take on International Buys and More...Part 1Send us a textClay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University.Clay Malcolm|CISPAdvanta IRA...
2021-08-0635 min
RNG Radio ShowXavrae Burse Realtor®, MWR Financial-Financial Director │ RNG Radio ShowAllow me to introduce one of the top Financial Directors with MWR Financial and Realtor® in Jacksonville, FL area. So what is MWR? MWR Financial is a Complete Financial Solutions program that provides consumers with an affordable Financial Membership that includes: Credit Restoration, Debt Elimination and Unlimited Financial Advice on Demand from top rated CPAs/CFPs! All of which are designed to create more Cash-Flow out of your existing finances, so you can become your own Private Bank! the customers and clients that he has worked with are getting all this for less than the cost o...
2021-07-1627 minBad AdvisorsBad Advisors Audiobook (Chapter 5-Financial Planners/CFPs®)Bad Advisors Audiobook (Chapter 5-Financial Planners/CFPs®)
2021-07-1216 min
Side of DesignMaintaining Design Integrity, Fire Safety with Performance-Based Egress SolutionsEgress challenges and fire safety codes are common issues that can have a big impact on architectural project design and success, whether new construction or renovation. The existing components of a building used for one purpose might simply not be up to code for another.Telgian Engineering & Consulting's April Musser, PE, CFPS, and BWBR's Roger "Lars" Larson, AIA, discuss why egress and fire codes are so vital to a building's safety, as well as solutions that performance-based code approaches can offer to make designs more flexible and valuable. In the end, a successful performance-based egress solution will...
2021-06-2950 min
AccountableWhat Shapes Today's Financial Services Career? with Courtney Huge & Taylor WattsThis week, Dave chats with Courtney Huge and Taylor Watts, two CFPs at Carroll Financial, and co-hosts of the Dollars Making Sense podcast. They touch on their own career paths, what companies are looking for in new candidates, and more.Listen to the Dollars Making Sense podcast here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are no...
2021-06-2146 min
Software Process and Measurement CastGig Economy and Making The Market, A Conversation With Rahul AggarwalIn Software Process and Measurement Cast 656 we stay with an agile product and entrepreneurship theme with a conversation with Rahul Aggarwal. We discussed building a business and products to support the gig economy and entrepreneurship. Rahul provides excellent advice on recognizing market needs, experimenting, pivoting when necessary, and building a business. Bio: Being awarded as the Rising Entrepreneur of the year 2019 and Entrepreneur 35 under 35 in 2020, and Asia's Most Promising Business Leaders 2021 by Economic Times, Rahul Aggarwal has co-founded Designhill and created a unique online marketplace to overcome the challenges faced by the business owners in outsourcing high-quality creative solutions and...
2021-06-2029 min
Software Process and Measurement CastProduct Pricing and Scale, A Conversation With Ajit GhumanThis week we dive into what is often viewed as arcane science by the development community, pricing. Pricing can make or break any product. Everyone in the value chain has to have a good understanding of how pricing decisions are made and how they can impact what should be built and when. One critical part of the conversation focuses on whether there is an ideal pattern for product and development to work together? If not, what are the consequences? Our conversation just skims the surface of Ajit Ghuman's new book Priced to Scale which hit the book stands in April...
2021-06-1329 min
Software Process and Measurement CastMonotasking, A Conversation With Staffan NötebergThis week is a doubleheader (baseball term for two games played by the same teams on the same day against each other). We begin our re-read of Monotasking by Staffan Nöteberg and we have my interview with Staffan. Several years ago I read Staffan's book on Pomodoro which changed how I work. Monotasking might be even more useful and impactful. We discussed how to apply the ideas in the book to improve focus, productivity, and quality of life. Staffan Nöteberg is an enterprise agility coach with years of experience in improving personal productivity. He is also the author of...
2021-06-0626 min
WeLoveDevs - Le Podcast#10 - Philippe Charrière - Combattre le manque de confiance en soiPhilippe c'est plus de 20 ans carrière dans l'IT et son interview donne une MasterClass d'une heure. Merci à lui de s'être prêté au jeu de mes questions
Il a fait le tour du sujet en ESN et nous livre les clefs pour comprendre cet univers. On a parlé des 15 métiers différents qu'il a eus, du chef de projet au directeur commercial en passant par le dev, bien sûr.
Alors vous pouvez être sûrs que le job qu'il a aujourd'hui c'est celui qui lui plaît. Il est Technical Account Manager (Sen...
2021-05-121h 10
Power Producers PodcastAdding Value Through Risk Engineering with Mark SuskiIn this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Mark Suski, SET, CFPS, and Associate Director at Jensen Hughes. Mark talks about his knowledge and experience in risk engineering, and the hazards of dust.Episode Highlights:
Mark shares how he got into risk engineering. (2:19)
Mark gives us a brief background of what risk engineering is. (4:39)
Mark mentions other aspects of risk engineering. (6:35)
How did the pandemic affect Mark’s career? (10:01)
Mark explains how some aspects of his job changed, due to COVID.(12:21)
Who are the people that typ...
2021-04-2155 min
Svelte RadioSvelte Language Tools with Simon HolthausenNote: This was recorded on February 19th. Sveltesummit CFPs are currently closed. Sponsors: Support Svelte Radio by leaving a review on iTunes and/or visit our support page.Description:We sit down with Simon Holthausen to talk about the Svelte language-tools, TypeScript and all that juicy stuff! Some notes Description, show notes and transcription coming soon. This was accidentally released a bit early. Sorry about this!- Language Tools repo- Simon on GitHub- Svelte Component TemplateUnpopular opinions:- Antony: Case-insensitive file systems are b...
2021-03-241h 01
New Planner PodcastEp #20: The Virtual CFP Career Path with Sue ChesneySue Chesney is the founder of Delegated Planning, an outsourced financial planning resource for financial planning firms. One of the leaders in the virtual CFP world—and an accidental business owner after a virtual assistant sparked the idea for Delegated Planning—Sue shares her career path, from how she got started in the profession to her role today, employing nine virtual CFPs serving 40 financial planning firms nationwide. Listen in as Sue opens up about how she was suddenly thrust into managing a centralized financial planning department for a large insurance broker-dealer, what she learned from the experience, and h...
2021-02-0538 min
Neville Mind-TricksWhy Many Are Firing Their CFPs?When money in your pocket provides a greater rate of return. Patreon.com/NevilleGoddard nevillemindtricks@gmail.com Buymeacoffee.com/MindNeville
2021-01-2812 min
Sound InvestingBest-in-Class ETFs 2021 ExplainedPaul Merriman, founder and president of The Merriman Financial Education Foundation, Chris Pedersen, director of research, and Daryl Bahls, director of analytics, discuss the 2021 Best-in-Class ETFs Paul starts the discussion with a short history of his commitment to providing mutual fund recommendations He makes it clear that they are not CFPs, CFAs or registered investment advisors, and he notes that selecting the “best" ETFs has its limitations and is not a science. Chris then discusses the steps he takes to identify the final choice in each equity asset class, and why he chose several new ETFs, including his expectation for addit...
2021-01-271h 13
Goldstein on GeltWhy do Men and Women Approach Financial Planning Differently?Want to guess who normally initiates a financial planning meeting – men or women? Doug and Brittney Castro, founder and CEO of Financially Wise Women, discuss differences in how men and women approach financial planning and investing. What do these two CFPs ® (Certified Financial Planners) notice about the gender differences in investing? Brittney delves into the common problems women face when making financial decisions. She shares how women can overcome these issues and create a more secure future… and do it with confidence! Brittney emphasizes the importance of a financial planner, and advises the steps someone should...
2020-12-0322 min
Get Ready: Before Life Happens PodcastGet Ready with Maxwell Schmitz: Financial Literacy and Disability InsuranceSend us a text“The most important thing is to make sure that obligations to your family can be met under any circumstances and yes, that’s going to involve adequate insurance. And, it’s more than that, it’s making sure that you’re diligently saving, that you’re building your emergency fund and not living outside of your means.” - Maxwell SchmitzIn this episode of Get Ready, I spoke with Maxwell Schmitz, Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the importance of disability insurance and what to consider during your employer’...
2020-10-3023 min
Jake Of All TradesBiggest Money Mistakes People Make in a Recession (Part 2)In this two part episode Jake and Kirk go through a recent Wall Street Journal article that presents 30 pieces of advice given by financial experts from various professions, each explaining a unique mistake people make during a recession. The article has CEOs, CFOs, financial analysts, CFPs and everything in between. Jake and Kirk read each piece of advice and give you their take on each one.https://www.wsj.com/articles/the-biggest-money-mistakes-people-make-in-a-recession-11600009201 *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
2020-10-0249 min
Jake Of All TradesBiggest Money Mistakes People Make in a Recession (Part 1)In this two part episode Jake and Kirk go through a recent Wall Street Journal article that presents 30 pieces of advice given by financial experts from various professions, each explaining a unique mistake people make during a recession. The article has CEOs, CFOs, financial analysts, CFPs and everything in between. Jake and Kirk read each piece of advice and give you their take on each one.https://www.wsj.com/articles/the-biggest-money-mistakes-people-make-in-a-recession-11600009201 *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...
2020-09-2454 min
Daydreaming about DragonsEpisode 63 - AP: Random Tables | IG: The FIend Folio (Githyanki)Random Tables are world building. And Inspiration Goat brings us the Githyanki my favorite monster of all time.
Links
Band of Blades |
https://www.evilhat.com/home/band-of-blades/ |
Stars Without Number (Free Edition) |
https://www.drivethrurpg.com/product/230009/Stars-Without-Number-Revised-Edition-Free-Version |
Godbound (Free Edition) |
https://www.drivethrurpg.com/product/185959/Godbound-A-Game-of-Divine-Heroes-Free-Edition |
Paid for in Blood |
|https://juddkarlmangmailcom.itch.io/paid-for-in-blood |
Analog Games Studies, Call for Papers - Fiend Folio |
http://analoggamestudies.org/cfps/fiendfoliocfp/ |
Tweet A...
2020-08-2326 min
Grow Your Business and Grow Your WealthColin ExelbyColin Exelby– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin ExelbyColin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving. His passion is investing. When he began his career as a financial advisor back in 2000 it was the middle of the technology bubble. Much of what he...
2020-08-1232 minSvelte RadioSvelte Society Day: End of Summer EditionAfter a couple of weeks we're once again back, talking about all things Svelte! This episode we discuss a whole lot of stuff: the next Svelte Society Day, maintainers meet, recipes, some new resources and a cool new Podcast Player for KaiOS. Check out the deets below in no particular order:
New Svelte Society website (Staging!). Help out by contacting me, i'm @Kev on the Svelte Discord.
Amelia Wattenberger's svelte.recipes site
Svite = Svelte + Vite. Use Svelte and Vite
Cloud Native Web Development by Mike Nikles
A new static site generator called JungleJS
Learn in Public book page...
2020-07-0355 min
Seven Figures: Smart Money Strategies for Women with Sandy WatersGetting paid to travel?! The Explore America Tax Credit with Erica CummingsOur goal during the pandemic is to make sure you are on top of what's going on financially and how it directly impacts you.
Today on the radio morning show one of our "go to" CFPs Erica Cummings from The Harmony Financial Wellness Group at RBC Wealth Management was on to catch us up on the status of another stimulus bill "HEROES ACT" and if another check is coming your way. Plus, you may have heard rumblings of a "Explore America Tax Credit." According to Forbes and some other outlets, Americans can use this credit (possibly $4,000) for domestic travel, including v...
2020-06-1909 min
The RMD PodcastEvelyn Zohlen, chair of FPA and founder of Inspired FinancialThe RMD Podcast returns to present a conversation between RMD Editor Chris Clow and Evelyn Zohlen, chair of the FInancial Planners Association (FPA) and founder of Inspired Financial, to discuss the new educational partnership that the FPA has engaged in with Finance of America Reverse (FAR) to better inform planners of the ways in which reverse mortgages can be used to help the clients of CFPs. The discussion also includes some of the best practices reverse mortgage professionals can observe when seeking out financial planner referral sources.Listen to this episode of The RMD Podcast to learn:-- How the...
2020-06-0135 minGet Ready: Before Life Happens PodcastGet Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance IndustrySend us a text"It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time." - Maxwell Schmitz "Everyone has a plan, until they get punched in the mouth." - Mike TysonIn this episode, I spoke with Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the impact of Covid-19 on the insurance industry. We discussed the impact of Covid-19 on the application process, underwriting and claims along with how this coul...
2020-04-0420 min
The DevRelX Podcast (ex Under the Hood of Developer Marketing)How to speak at tech conferences with Karl HughesTrick question of the week:
How do you go about speaking at tech conferences?
Speaking in conferences is an integral part of DevRel.
Why?
Because in DevRel, to build trust, you need to be helpful. When you stand in front of a crowd to show how people are solving problems, you are being helpful to developers.
This is one of the reasons why you should be speaking at conferences. There are a lot of benefits but there are also challenges. Where do you apply? How? How do you prepare?
2020-03-1240 min
Remote RubyRailsConf Proposals, Building Forms with StimulusReflex, and More StimulusReflexStrong MigrationsFalconAndrew Mason's CFPsAwesome LegalTailwindCSS Stimulus Components Chris Oliver X/Twitter Andrew Mason X/Twitter Jason Charnes X/Twitter
2020-02-241h 00
Safeopedia PodcastsWIS #9 – Future of Safety: Let’s Get Innovative!How will you be innovative with your safety this year? In episode nine of Women in Safety, we are speaking with Mary Jo Press Senior Staff Program Manager - Global Safety Center of Excellence from Tesla and Dr. Travis Kruse, Sr. Director, Safety Strategy and Solutions from Grainger about the Future of Safety, and how are we going to get Innovative for 2020 and beyond!We talk about what are the largest safety problems we are currently facing, being innovative to eliminate these safety problems, how they believe safety could be done differently, what they might do to solv...
2020-01-1551 min
A Clean Bill of Wealth with Galen NuttallMoney - Mindset - and Behaviour - Pulling back the curtain with two Passionate CFPs. Featuring Sarah SmithSarah and I have fantastic conversations about the problems facing Canadians with financial planning.
We decided to pull back the curtain and let everyone listen in.
We talk about the biggest problems facing Canadians as well as how to spot bad advice.
Bonus. This episode is baby Yoda approved.
2020-01-1028 min
Disruption NowEP: 55 - Rianka Dorsainvil - How to be Bold, Black and Thrive in BusinessRianka's 3 brands:Your Greatest Contribution (firm)2050 TrailBlazers (podcast)RRD Consulting (speaking/consulting) Open Letter Questions FP/Identity politicsDon't let someone else insecurity take away your confidence. How to navigate in a world that is still uncomfortable or not accustomed to black and brown leaders. Hair and dressAvoiding and overcoming stereotypes. Angry black woman etcHow many people aren’t even aware of the behind-the-scenes discrimination that goes on in the financial service industry which trickles down to the financial planning profession.Enterpuership JourneyHow and why Rianka became an entrepreneur. (shares her story about leaving...
2019-12-0459 min
The Chain: Protein Engineering PodcastEpisode: 08 - Democratizing Cell-Free Protein Synthesis w/ Javin Oza, PhDJavin Oza observed the separation of scientists and engineers on university campuses, at conferences, and in classrooms. Yet he also noted that advances in biochemistry require perspectives from both bioengineers and lab scientists. Oza’s current research aims to bridge the gap between these thought-approaches to bring about advancements in cell-free protein synthesis. He speaks with The Chain about barriers to implementing CFPS, what resources are available for the transition to cell-free systems, and advice for young protein scientists.
2019-11-2618 min
Stock Markets with KRQnA on Savings & Investments with Umesh RindaniIn this special QnA episode - we talk about savings, investments, mutual funds, SIPs, and CFPs. Tune in and let us know what you think!
---
Send in a voice message: https://podcasters.spotify.com/pod/show/krunal/message
2019-10-2223 min
Cyber Security Interviews#076 – Lesley Carhart: You’ve Got to Play the GameLesley Carhart is a Principal Threat Analyst at the Threat Operations Center at Dragos. She is recognized as a subject matter expert in cybersecurity, incident response, and digital forensics, regularly speaking at conferences and universities. She has spent the last 11 years of her 20+ year IT career specializing in information security, with a heavy focus on response to nation-state adversary attacks. Prior to Dragos, she was the incident response team lead at Motorola Solutions, performing digital forensics and incident handling services for both enterprise and public safety customers.In 2017, Lesley was named a “Top Woman in Cybersecurity” by Cybe...
2019-09-3045 min
The Human AdvisorLeighann Miko – Equality. Integrity. Empowerment.Watch on YouTube2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.11:27 – How can the industry and technology help support CFPs that help the underserved?19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.30:09 – “What are you most grateful for that didn’t work out for you?”
2019-09-2333 min
Listen to the EditorsJournal of Business Logistics (JBL) – Thomas Goldsby and Walter ZinnThis is the seventh episode of Listen to the Editors, a series of interviews with journal editors to unveil the trends in research for Operations and Supply Chain Management.
In this episode we are interviewing the editors-in-chief for the Journal of Business Logistics (JBL), professors Thomas Goldsby and Walter Zinn.
* JBL has 150,000 downloads in 2018.
* Global spread of downloads: US: 18%, UK: 12%, DE,CN: 7% – 1/3 from outside the top 10 countries.
- 3 open calls for special issues:
* Talent Management in SCM - due Aug. 31
* Artificial Inteligence, Robotics, and Employment - due Oct. 31
* Digital Supply Chain - Dec. 1
Initiatives the Journal of Business Logistics is un...
2019-08-0100 min
Oil and Gas Legal RiskInternational Practice Leader, Tony Cole on Oil and Gas Legal Risk – OGLR023This week Sarah chats with Tony Cole. Tony is the International Practice Leader for Oil and Gas with Jensen Hughes based in Dubai, UAE. With more than 26 years of engineering and 32 years of fire fighting experience, he is responsible for coordination of personnel and implementation of strategies and business development to serve clients. Tony drives organic growth with new clients and provides an interface to wide-ranging list of specialty engineering services.
Tony has a B.S. in Fire Protection Engineering Technology from Eastern Kentucky University (EKU) and an M.S. in Fire Protection Engineering from Worchester Polytechnic Institute (WPI). Tony se...
2019-07-0417 min
Elm TownElm Town 44 - More Of A Statement Than A QuestionMembers of the organising teams of all four major Elm conferences – elm-conf, Elm In The Spring, Elm Europe, and Oslo Elm Day – come together to discuss what goes into a successful Elm conference, the lessons they've learned along the way, and what we can expect at their next conference!
Thank you to our sponsors, Ellie, Culture Amp and Joel Clermont.
Special thanks to Xavier Ho (@Xavier_Ho) for editing and production of this episode!
Recording date: 14 April 2019
Guests
Blake Thomas (@dijjnn)
Danielle Pham (@quelledanielle)
Erik Wendel (@ewndl)
Thibault Assus (@tibastral)
S...
2019-04-1956 min
Housing MattersTogether with tenantsThis episode explores strengthening the relationship between housing associations and their tenants and residents.
Katie is joined by co-host Catherine Ryder, Head of Policy at the National Housing Federation who explains the work we're doing in this area.
Katie also interviews Jacqui McKinlay, Chief Executive of the Centre for Public Scrutiny, a national centre of expertise on governance and scrutiny, who discusses public trust in organisations, when organisations fail, what the housing sector can learn, and the role for leadership, culture and processes.
Subscribe, rate and review us, and let us know what you think about #HousingMatters (https://twitter.com/s...
2019-03-2027 min
Local Government: In Conversation15th Feb: Fixing council fundingCouncils are facing unprecedented financial pressure and core services are creaking. How did we get here and what needs to happen? In this week’s bumper episode we speak to council leaders, the LGA, SOLACE and experts from the NAO, IFS and CfPS about their reaction to the findings of LGiU’s State of Local Government Finance survey.
A fascinating exploration of how councils across the country are dealing with ongoing budget cuts, the impact on their residents and the path to a sustainable funding model. We cover everything from tax devolution to commercialisation, how to make business rates and coun...
2019-02-151h 27
Fintech ImpactWealthbar with Tea Nicola (CEO) | EP34During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition.● 00:53 – WealthBar doesn’t have physical offices—everything is done online or over the phone.● 01:26 – Tea earned her Electrical Engineering degree and interned at Nicola Wealth Management in Vancouver.● ...
2018-08-2825 min
Absolute AppSecEpisode 19: CFPs and MoreKen and Seth talk about current events, submitting CFPs, and more
2018-06-0600 min
The Josh Scandlen PodcastPodcast Episode 20 - Rob Klein discusses Medicare with meMedicare is a HUGE financial planning topic. But look around at the CFPs that are out there. How many are writing or even discussing Medicare? The answer is very few, which is quite unfortunate.
So, today it is my pleasure to bring on a true professional in all things health care, longevity planning and Medicare, Rob Klein.
Rob's been focusing on Medicare and longevity planning for over 10 years. He's just a wealth of information that you NEED to hear.
There is simply no escape from the rules of Medicare, like it or not. You need to understand how you will...
2018-04-231h 07
The Josh Scandlen PodcastPodcast Episode 12 - Your Financial Questions AnsweredI receive a lot of questions via Quora. Feel free to go to my blog at https://www.quora.com/profile/Josh-Scandlen/blogs or better yet just go to my website at http://heritagewealthplanning.com/blog/.
Here are some of the questions I answer on the podcast today.
1. How many Certified Financial Planners (CFPs) also hold the Chartered Financial Analyst designation (CFA)?
2. Do traditional to roth conversions count against your yearly roth contribution limit?
3. Is it better to pay off your house with your savings before retirement?
4. Is paying 0.50+ expense ratio on VMOT, GVAL, GMOM and SYLD ETFs worth it...
2018-04-1521 min
Community PulseHow to Submit the Best CFP of your Life (and what to do when it gets accepted) (Ep 23)Buckle up and get your notebook ready -- this is an episode full of tips and tricks and good advice from an expert.
Conference season is fast approaching, but we all know that the true preparation starts months ahead when all of the CFPs open. In this episode of Community Pulse, Mary, PJ, and Jason sit down with VM (Vicky) Brasseur to chat about how to craft the best CFPs, navigating the land of limbo before you find out whether your talk has been accepted, and how to prepare the best talk once you've gotten your acceptance...
2018-04-1445 min
Software Defined TalkKubernetes was never for developers…probably. Hold on…hrm.Did developers have a major impact on the rise of kubernetes? Opinions differ, as we discuss. We also talk about what, if anything, cloud companies owe open source and strategies for picking which conferences to send talks to. Also, the longest Datadog ad read ever.
This episode brought to you by: Datadog!
This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog...
2018-03-091h 15
Liz on Biz® with Liz TheresaE76 – Eric Roberge – How to Create a Monthly Pricing ModelEric Roberge is a Certified Financial PlannerTM and the founder of Beyond Your Hammock, a virtual financial planning firm that helps professionals in their 30s and 40s make mindful decisions with their money and strategically use their incomes to achieve financial freedom.Eric is one of Investopedia’s Top 100 Most Influential Financial Advisors, Expertise.com ranked him as one of the Best Financial Advisors in Boston and Financial Advisor Magazine said he is one of the top 10 Young Advisors to Watch. He’s also a member of InvestmentNews’ exclusive 40 Under 40 class of 2016 and one of Wealth Management Magazi...
2018-02-2643 min
Software Defined TalkDon’t get wasted at sales kick-off, & Coté needs to stop being so pessimisticIt’s our annual surviving sales kick-off show. There’s some exciting developments in Coté’s life on the stage and trenchant tips from Matt and Brandon (spoiler: don’t get wasted!). We also discuss the odd trend of kubernetes now actually not being for mere mortals and then Coté complains about writing talk submissions for CFPs.
Hard-hustle & shameless self-promotion
Software Defined Interviews interview with Nancy Gohring.
Brandon has a JJ interview coming up, Feb 19th, 2018.
This episode brought to you by: Datadog!
This episode is sponsored by Datadog, a monitoring platform for cloud-scal...
2018-02-1557 min
Tanzu TalkKubernetes, Serverless, and DevOps, with Paul "Czarkernetes" Czarkowski (Ep. 94)All the kids are crazy for kubernetes. And for good reason, it's helping smooth out the rough, weird area between IaaS and PaaS, making it easier for organizations to run their IT in a cloud native fashion. In this episode, Richard and Coté talk with Pivotal's Paul Czarkowski about the history, purpose, and experience of running kubernetes. We also touch on how it intermixes and effects serveless and DevOps. Plus, we talk about doing CFPs, and, as always, we also go over recent news in the infrastructure world.Full show notes: http://pivotal.io/podcast
2018-02-0637 minTanzu TalkKubernetes, Serverless, and DevOps, with Paul "Czarkernetes" Czarkowski (Ep. 94)All the kids are crazy for kubernetes. And for good reason, it's helping smooth out the rough, weird area between IaaS and PaaS, making it easier for organizations to run their IT in a cloud native fashion. In this episode, Richard and Coté talk with Pivotal's Paul Czarkowski about the history, purpose, and experience of running kubernetes. We also touch on how it intermixes and effects serveless and DevOps. Plus, we talk about doing CFPs, and, as always, we also go over recent news in the infrastructure world.Full show notes: http://pivotal.io/podcast
2018-02-0637 min
Pivotal PodcastsKubernetes, Serverless, and DevOps, with Paul "Czarkernetes" Czarkowski (Ep. 94)All the kids are crazy for kubernetes. And for good reason, it's helping smooth out the rough, weird area between IaaS and PaaS, making it easier for organizations to run their IT in a cloud native fashion. In this episode, Richard and Coté talk with Pivotal's Paul Czarkowski about the history, purpose, and experience of running kubernetes. We also touch on how it intermixes and effects serveless and DevOps. Plus, we talk about doing CFPs, and, as always, we also go over recent news in the infrastructure world.
Full show notes: http://pivotal.io/podcast
2018-02-0600 min
ChooseFI058R | Dark Side of Value058R | A review of the CampFI episode as well as a discussion on pensions and some thoughts on the value of CFPs. This episode covers: The community of CampFI
Frugal wins and fails
Voicemail about pensions
How Grumpus communicates with his audience
The value of CFPs
——————- Thank you for being a part of the ChooseFI community! 🙂 If you want to support us, here are some easy ways: 1) Leave an iTunes review: http://www.choosefi.com/itunes 2) Use our page to sign up for travel credit cards...
2018-01-191h 11
ChooseFI058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny058 | A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk. On today's episode we cover: Roundtable Q&A with two Certified Financial Planners Kyle and Danny's backstory How they learned about FI Why you should use the services of a CFP How they act as an educator and therapist between spouses What financial planning looks like in practice The different CFP models Why everyone should talk to a CFP How to find a...
2018-01-151h 23
The Female Insight ZoneBrittney Castro: Bringing Fun Into Managing Your Money‘When I have the money, I’ll work with a financial planner.’
There is a lot of fear and stress around money, and a disproportionate number of women are intimidated by the prospect of working with a financial planner. It’s never fun to be judged, and many of us operate under the mistaken notion that financial planning is reserved for the rich. Today’s guest would argue that financial planners can help people in any income bracket, at any stage of their lives.
Brittney Castro is the founder and CEO of Financially Wise Women, a financial planning firm that seeks to t...
2017-06-2314 min
Queer Money®: How Gay People Do MoneyEp. 25 - Boomer Retirement: Will You Be Ready?We bring back one of our favorite CFPs, David Rae of FinancialPlannerLA.com, to finish our Queer Money series on generational retirement planning. You can find our show on Millennials here and GenXers here. Today’s focus is on gay boomers and all queer people in the boomer age group.Mentioned in this episode:Ready to retire where you can be yourself... fully?Learn more about the Portugal Golden Opportunites Fund with OptimizeGet Your Portugal Golden Visa Here!
2016-11-1648 min