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money money money
821 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
2025-05-26
1h 05
Be More Than A Fiduciary
Paul Horn: Cyber Security Best Practices
Paul 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...
2025-01-22
36 min
Forward Finance: Navigating the digital age of finance
EP 12: The Art Of Margin Optimization
In 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
2024-09-30
33 min
Millásreggeli • Gazdasági Muppet Show
Millásreggeli podcast: ITBN, Porsche, Foxpost-2024-09-038óra
2024. szeptember 3., kedd 8-9 óra ITBN: Az IT legfrissebb trendjei a 20 éves Informatikai Biztonság Napja Konferencián Mindez úgy indult, hogy a hazai IT-szakma képviselői 2004-ben elhatározták, hogy létrehoznak egy független szakmai fórumot. A cél: minden piaci szereplő és felhasználó érdekét képviselni. Így született az Informatikai Biztonság Napja, vagy ahogy mára mindenki ismeri, ITBN. Mik a legfrissebb -és aktuálisabb technológiai trendek és jelenségek? Milyen társadalomra vetített hatása lehet ezeknek, milyen kapukat nyitnak ki? Ízelítő az ITBN 2024-ES témáiból. Balogh Turul, az ITBN Conf-E...
2024-09-03
00 min
Forward Finance: Navigating the digital age of finance
EP 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
2024-08-13
30 min
Forward Finance: Navigating the digital age of finance
EP 10: Insights from 17 Years of Expertise at Finext
In 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? ...
2024-07-03
27 min
Forward Finance: Navigating the digital age of finance
EP 9: How data and AI can help you with forecasting
In 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
2024-05-10
26 min
Forward Finance: Navigating the digital age of finance
EP 8: Tips and tricks for management reporting
In 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
2024-04-10
23 min
The Adviser Podcast Network
How this broker is helping borrowers finance their next adventure
Western 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!
2024-03-21
50 min
money money money
712b 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...
2024-03-20
1h 50
Forward Finance: Navigating the digital age of finance
Episode 7: Demystifying AI for financials
In 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
2024-03-14
30 min
Powering Potential with Robert Walters
Conversando con Fernanda Juppet, primer mujer CEO del mundo Crypto
Desde 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.
2024-01-29
51 min
Forward Finance: Navigating the digital age of finance
Episode 6: Looking at the future of AI in the financial world
In 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/
2024-01-17
30 min
Forward Finance: Navigating the digital age of finance
Episode 5: Discovering the way finance looks at ESG
In 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?
2023-12-18
34 min
The CFO Show
Avoid the Pitfalls of Year-End Financial Close
As 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 financial roles over the past...
2023-11-07
24 min
Forward Finance: Navigating the digital age of finance
Episode 4: Understanding how Pigment adds color to the FP&A landscape
In 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...
2023-10-19
26 min
Forward Finance: Navigating the digital age of finance
Episode 3: The latest trends in Financial Forecasting
In 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...
2023-09-13
29 min
Forward Finance: Navigating the digital age of finance
Episode 2: Lessons from EPM Mistakes and the Rise of AI
In 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
2023-07-14
28 min
商海名人访 SHANGHAI TALK OF FAME
Finext | 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
2023-07-07
30 min
Forward Finance: Navigating the digital age of finance
Episode 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...
2023-06-13
25 min
DigiFinance
#6 De rol van de mens bij het veranderen van financiële processen
Welke 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...
2022-11-07
32 min
money money money
425b bonus Q&A with mortgage broker + financial adviser
At 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...
2021-06-29
39 min
money money money
425 buying a property at 55, when to see a mortgage broker, goals & time frames, asset allocation inside & outside of super + more
Perth 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...
2021-06-28
33 min
The Grass is Greener
Insights from the Blockchain expert
This 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...
2021-04-14
53 min
Cryptocurrency India Weekly
Blockchain-based Transaction Framework XPay.Life Launched in India+SC to Hear Amit Bhardwaj Case on March 17th+More Crypto News
Here 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...
2020-03-01
03 min
Chez Radio
Armando Manzueta: impulsando el ecosistema de tecnologías financieras
Armando 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.
2017-08-14
21 min