Shows
Registered Investment Advisor PodcastWaltz: Real Estate Investing Made SimpleReal estate investing doesn’t need to be slow, confusing, or local.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Yuval Golan, CEO and Founder of Waltz, a groundbreaking fintech-proptech platform that simplifies U.S. real estate investing—especially for foreign nationals. With experience working in 18 countries and living in 9, Yuval created Waltz to eliminate the red tape and delays that frustrate global investors trying to navigate the U.S. market. Today, Waltz offers a fully digital, end-to-end experience, covering entity formation, banking, lending, and closing, with over $300 million in applications proce...
2025-10-0114 min
money money money821 early retirement, super balance goals, money regrets & divorce when in biz (Perth event)In this special live episode from Perth, Glen and John take questions straight from the audience. From early retirement goals to splitting assets during a separation, they cover real-life money scenarios with plenty of laughs and practical tips along the way. They touch on:👉🏾 how much super do you really need to retire?👉🏿 financial hurdles and how to overcome them👉🏻 early retirement vs building a life with choice👉 splitting a business during a separation👉🏼 using equity: pay off bad debt or invest?👉🏽 buying a forever home vs wealth-building property
2025-05-261h 05
Be More Than A FiduciaryPaul Horn: Cyber Security Best PracticesPaul previously served as the Chief Information Security Officer for an independent Broker-Dealer with billions of dollars in assets under management and thousands of Advisors spread across the United States as well as a major defense contractor providing logistical services. Paul has been a part of several FINRA and SEC Cybersecurity sweeps and examinations and maintains a deep understanding of the regulatory requirements associated with financial institutions as well as prioritizing risk remediation activities. With a sister company operating in the tax preparation space and a large majority of Advisors having a separate tax practice Paul has a deep...
2025-01-2236 min
Forward Finance: Navigating the digital age of financeEP 12: The Art Of Margin OptimizationIn this episode of Forward Finance, Jeroen is joined by Alwin Dooijeweerd. Together they tackle the art of Margin Optimization.
Why is Margin Optimization such an important topic? Who is involved in the art of margin optimization? These are some of the questions that we will be delving into.
Questions about this episode?
Email us: podcast@finext.nl
2024-09-3033 minForward Finance: Navigating the digital age of financeEP 11: How to become a CVO?In this episode of Forward Finance, Jeroen is joined by Wim Heuvelman and Martijn Meuling, Founders at Finext. Together, they discuss the various aspects of being a CVO.
In this podcast, they explain how you can become a CVO.
Curious about the difference between a CFO and a CVO? How to make more impact as a financial? And how does a CVO facilitate innovation and continuous improvement?
Questions about this episode?
Email us: podcast@finext.nl
2024-08-1330 minForward Finance: Navigating the digital age of financeEP 10: Insights from 17 Years of Expertise at FinextIn this episode of Forward Finance, Jeroen is joined by Benno van Ingen, Lead Consultant CFO Tech at Finext. Together, they discuss the various aspects of choosing the right solutions.
After 17 years at Finext, Benno has seen almost every solution. In this podcast, he explains how and when you can use different solutions to your advantage.
How do you choose the best solution for each different module? How does the right solution contribute to employee satisfaction? And how does the right solution facilitate innovation and continuous improvement?
...
2024-07-0327 minForward Finance: Navigating the digital age of financeEP 9: How data and AI can help you with forecastingIn this episode of Forward Finance, Jeroen is joined by Alexander Mik & Stephan de Wit, Data consultant and Performance management consultant. Together they talk about the various aspects of statistical forecasting by using Data and AI.
How does it help you to make predictions? Does it replace business controllers? These are some of the questions that we will be delving into.
Questions about this episode?
Email us: podcast@finext.nl
2024-05-1026 minForward Finance: Navigating the digital age of financeEP 8: Tips and tricks for management reportingIn this episode of Forward Finance, Jeroen is joined by Casper Plantinga, Customer success director at cpmVision. Together they talk about the various aspects of the management reporting process and share some practical tips and tricks.
What is management reporting? How would they advise to do management reporting? These are some of the questions that we will be delving into.
Questions about this episode?
Email us: podcast@finext.nl
2024-04-1023 min
The Adviser Podcast NetworkHow this broker is helping borrowers finance their next adventureWestern Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the leap into broking from personal training. How he's structured his growing brokerage. His top tips for brokers looking to grow their business. And much more!
2024-03-2150 minmoney money money712b ask a mortgage broker (property vals, WA property, lending buffers, serviceability, buying with a friend, refi's & more)In today's mortgage deep dive, Glen and John chat with mortgage broker Josh De Buelle from FiNext who answers a bunch of listener questions. The episode touches on: 👉🏾 property valuations👉🏿 serviceability👉🏻 buying property in WA👉 joint ventures👉🏼 refinancing👉🏽 using equity to buy your PPOR👉🏾 careers in mortgage broking + more!Want to chat with Josh and the FiNext team? Check out https://finext.smartonline.com.auThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we...
2024-03-201h 50Forward Finance: Navigating the digital age of financeEpisode 7: Demystifying AI for financialsIn this episode of Forward Finance, Jeroen is joined by Arend den Hartog, Digital Finance Transformation Consultant from Finext, and Paul van Gent, a Software Engineer at FreshMinds ICT Consultancy. Together they talk about the pros and cons of using AI in the financial world.
What are the practical ways financials can use AI? What are the traps and pitfalls? Why should you not put your financial data in AI models? These are some of the questions that we will be delving into.
Questions about this episode?
Email us: podcast@finext.nl
2024-03-1430 min
Powering Potential with Robert WaltersConversando con Fernanda Juppet, primer mujer CEO del mundo CryptoDesde Irlanda, conversamos con la abogada chilena y doctora en Administración de Empresas, María Fernanda Juppet, actual CEO de CryptoMarket, quien en la actualidad es la primera mujer CEO del mundo Crypto y la única latinoamericana en ser finalista en el FiNext Awards. María Fernanda nos cuenta de su impresionante trayectoria hasta llegar a su desafío actual, y también las estrategias de CryptoMarket. Además, nos explica cómo la atracción del talento adecuado es un pilar clave para el éxito de su estrategia y el crecimiento futuro del negocio.
2024-01-2951 min
Forward Finance: Navigating the digital age of financeEpisode 6: Looking at the future of AI in the financial worldIn this episode of Forward Finance, Jeroen is joined by Ravi Santokhi, lead consultant from Finext, and Wouter Born, a CFO tech investor and GP at Born Capital. Together they tackle the past, present, and future of AI within the financial world.
What are the practical ways financials can use AI? What are the concerns? How is my work going to change in the upcoming years? These are some of the questions that we will be delving into.
Resources to stay up-to-date with AI:
https://www.linkedin.com/in/andersliulindberg/
2024-01-1730 min
Forward Finance: Navigating the digital age of financeEpisode 5: Discovering the way finance looks at ESGIn this episode we dive into the world of ESG, with host Jeroen Beentjes, trend watcher Tim Ahmad and ESG expert Wim Heuvelman.
They will be discussing questions like: What do you need to do around ESG management and reporting in order to stay in business?
Is ESG really a topic to be discussed by the whole organization, and not just the board? (hint: Yes!)
But did you know 54% of the organizations do not have a clear roadmap for ESG management, or is not even in the loop on ESG related topics?
2023-12-1834 min
The CFO ShowAvoid the Pitfalls of Year-End Financial CloseAs each year draws to a close, CFOs are gearing up for one of the most critical tasks in their financial calendar: the year-end financial close. There are key areas to focus on and best practices to ensure this process goes smoothly… but what happens when it doesn’t? More importantly, what is it that trips finance teams up at the last minute?To explore the ins and outs of year-end close, hosts Melissa Howatson and Tom Seegmiller sit down with Benno van Ingen, Lead Consultant CFO Tech, Finext. Benno has served in various fina...
2023-11-0724 min
Forward Finance: Navigating the digital age of financeEpisode 4: Understanding how Pigment adds color to the FP&A landscapeIn this episode of Forward Finance Podcast, host Jeroen is joined by Tim and Ravi to explore Pigment. A new and innovative financial planning and analysis solution. The discussion aims to demystify what Pigment is, how it differentiates itself in the market, and the unique features it offers.
With insights from experts who have interacted with the software vendor, the episode delves into the integration of Pigment with volume and growth drivers. Emphasizing its distinct approach to financial analysis. Join us as we uncover the inner workings of Pigment and its impact on the...
2023-10-1926 min
Forward Finance: Navigating the digital age of financeEpisode 3: The latest trends in Financial ForecastingIn this episode, Jeroen Beentjes, Benno van Ingen, and Tim Ahmad will tell you all about the latest trends in Financial forecasting. They talk about the world of AI-powered financial forecasting models, revealing how they're reshaping industries. Join us as we explore statistical forecasting, demystify AI's role, and discuss how companies are incorporating these innovations into their daily operations. Stay tuned for a thrilling discussion that will change how you perceive the future of finance.
Don’t miss out on our event: 'The future of Forecasting'. Sign up here.
Ep...
2023-09-1329 min
Forward Finance: Navigating the digital age of financeEpisode 2: Lessons from EPM Mistakes and the Rise of AIIn this episode, Jeroen Beentjes highlights the EPM mistakes made and lessons learned by industry experts Benno van Ingen and Tim Ahmad. They discuss the dangers of the “lift and shift” approach and present alternative strategies for successful EPM implementation. Additionally, the episode touches on the role of Artificial Intelligence (AI) in EPM. Emphasizing its transformative power in streamlining processes and driving innovation.
Episode chapters:
00:00-Introduction
02:05-Recap on most recent EPM events
07:50-Business planning processes are evolving
08:50-Worst mistake in an EPM implementation
2023-07-1428 min
商海名人访 SHANGHAI TALK OF FAMEFinext | Ryan Chan做个理财达人原来可以很简单！
在发现约至70%的马来西亚人民没有财务规划习惯，激发Ryan教育市场理财观念的想法，决定创办金融科技软件及理财教育公司Finext，致力提升马来西亚人关于金融财务和理财知识。但是教育并非一件易事，Ryan又是如何克服挑战，为市场普及理财教育呢？
名人嘉宾：Ryan Chan
名人主播：苏进川
2023-07-0730 min
Forward Finance: Navigating the digital age of financeEpisode 1: What are some of the secrets of the EPM selection process?Sign up for the Performance Management Line Up
Need a visual aid to understand the SMARTER acronym and its comprehensive explanation? Look no further:
SMARTER Acronym and Explanation
Episode chapters:
00:00-Introduction
04:06-What to consider when choosing a new EPM solution?
07:55-When does a system get outdated?
12:33-Is loyalty to a system a good or bad thing?
15:34-Which EPM platform do we use and why?
17:15-Do I go with a point solution or a platform?
21:06-Think about the needs of...
2023-06-1325 min
DigiFinance#6 De rol van de mens bij het veranderen van financiële processenWelke rol heeft de mens bij het veranderen van financiële processen? In de 6de aflevering van de podcastserie DigiFinance gaan onze experts Marcel van der Steen en Patrick Aben in gesprek met Yvo Slagman van consultancybedrijf Finext. Finext focust zich op verbetertrajecten binnen organisaties op Finance vlak.
Ontdek in de 6de aflevering van DigiFinance hoe Yvo kijkt naar:
- de veranderende rol van Finance;
- de optimalisering van Finance processen;
- de rol van de medewerker;
- de inzet van technologie;
- de toekomst van Finance en technologie.
Luister de podcast!
Podcastserie DigiFinance
In de podcastserie DigiFinance gaan onze e...
2022-11-0732 minmoney money money425b bonus Q&A with mortgage broker + financial adviserAt the Perth live event we recorded this extra bonus ep with a mortgage broker and financial adviser we refer peeps to over in Perth - have a listen!If you're keen to touch base with mortgage broker, Josh (from Finext), and financial adviser, Alex (from Everest Wealth), get in touch with us: https://www.sortyourmoneyout.com/reach-outOnly Sydney and Melbourne left on our live tour! Get in quick for your tix! https://www.sortyourmoneyout.com/tourThanks to our event partners:For the share lovers - Opentrader: https://opentraderau.lpages.co/?utm_source=MMM&utm...
2021-06-2939 minmoney money money425 buying a property at 55, when to see a mortgage broker, goals & time frames, asset allocation inside & outside of super + morePerth frands! Glen and John hit up the West Coast and enjoyed a night with the beautiful Perth crew, thanks for coming out peeps! Here's the live recording of the event.If you're keen to touch base with mortgage broker, Josh (from Finext), and financial adviser, Alex (from Everest Wealth), get in touch with us: https://www.sortyourmoneyout.com/reach-outHere's the website, SQM Research, that John mentions: https://sqmresearch.com.au/Only Sydney and Melbourne left on our live tour! Get in quick for your tix! https://www.sortyourmoneyout.com/tourThanks to our event...
2021-06-2833 min
The Grass is GreenerInsights from the Blockchain expertThis week Tim & Gen chat to a Blockchain expert and get his insights on his rise through the Crypto world and the real life uses for this amazing technology.
George Siosi Samuels is the Managing Director of community-tech consultancy, Faiā, and founder of a blockchain-based accountability platform called Honā.
George and his businesses have been featured by the likes of Tech In Asia, Rest of World, Slack, and Adobe, he's passionate about bridging gaps between communities and technology. He was awarded an "Excellence in Finance Leaders" award at FiNext Conference Dubai 2020.
Recently, he helped facilitate a deal resulting in the Go...
2021-04-1453 min
Cryptocurrency India WeeklyBlockchain-based Transaction Framework XPay.Life Launched in India+SC to Hear Amit Bhardwaj Case on March 17th+More Crypto NewsHere are the top cryptocurrency news headlines from India this week:Blockchain-based Transaction Framework XPay.Life Launched In India: https://inc42.com/buzz/blockchain-deployed-to-track-drugs-and-hemp-xpay-life-comes-to-india-more/ ;Supreme Court to Hear Amit Bhardwaj Case On March 17th; Transak partners with WazirX to power its fiat on-ramps: https://medium.com/@transak/transak-partners-with-wazirx-to-power-its-inr-fiat-onramp-72756c02859b ;WazirX Trading Fees Update: https://medium.com/wazirx/wazirx-trading-fees-update-a18ee8752b35CoinDCX receives “Excellence in Finance – Companies” award at FiNext Awards 2020: https://thebitcoinnews.com/coindcx-recognised-for-excellence-in-finance-at-finext-awards-2020/ ;Weekend Reading Suggestion: Should govt come up with a treaty on crypto-assets?: https://www.businesstoday.in/opinio...
2020-03-0103 min
Bibelfortelling - opplesingAllemaal in vaste dienstMede mogelijk gemaakt door: Brainnet
Hij wordt geholpen door twee bedrijven die alleen doen aan contracten voor onbepaalde tijd:
- Geert-Jan Waasdorp, oprichter van Intelligence Group.
- Maartje Waller & Martijn Meuling van Finext.
Dinsdag vanaf 19:00 op BNR en altijd terug te luisteren als podcast in de BNR-app, en je kan ons ook vinden op iTunes en Spotify. Vergeet je niet te abonneren en kom vooral langs op onze LinkedIn-pagina.
2018-04-1025 min
Chez RadioArmando Manzueta: impulsando el ecosistema de tecnologías financierasArmando Manzueta se ha propuesto un gran reto como fundador de Finext Labs: desarrollar una sociedad dedicada a la promoción y desarrollo del ecosistema de Tecnologías Financieras (Fintech), con la finalidad de lograr un mayor desarrollo e inclusión económica en la República Dominicana. En esta entrevista, conoce la motivación detrás de este visionario proyecto, la importancia y el impacto que podrían tener en nuestro país, y escucha la opinión de un experto sobre como cambiará el panorama financiero a nivel global en los años venideros. No te la pierdas.
2017-08-1421 min