Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help ...
…
continue reading
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
…
continue reading
"Remember the Show" - The MMA Gameshow hosted by UFC Champion Belal Muhammad and Jason Anik from UFC Fight Pass, featuring weekly guests, random fan shows, and Bully's Bicks aka weekly UFC picks hitting over 60%.
…
continue reading
Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
…
continue reading
A podcast about continuously delivering valuable software to production.
…
continue reading
A podcast about healing and preventing cancer with nutrition & natural therapies, and living life with joy and purpose! I was diagnosed with stage IIIC colon cancer in 2003, at 26 years old. I had surgery but refused chemotherapy. I chose faith over fear, changed my entire life, and used hardcore nutrition and natural therapies to heal. My doctor told me I was "Insane", but he was wrong. :) Today I am a best-selling author, blogger, global health & cancer coach, and speaker. My site (chrisbe ...
…
continue reading
"What are ADHD symptoms in adults? Do I have ADHD? Yes, I do. It only took 50 years to find out." Hit + Follow, and don't panic - we've got this! Join late-diagnosed Chief Wise Squirrel Dave Delaney as he speaks with ADHD experts about everything from ADHD symptoms to challenges, tools, and solutions with inspiring stories to help you along your ADHD journey. Find a free ADHD test, tips, articles, and more at wisesquirrels.com. Discovering you have ADHD can be shocking and scary. ADHD Wise S ...
…
continue reading
"The Weekly Scraps" by Aljamain Sterling, is your Go-To Source for Fight Breakdowns, Fight Recaps, the Life of a Fighter, Technique Insights, Training Tips, Interviews...all brought to you by The Funkmaster himself! Tune-in to know "What's Scrappening" in the MMA Universe! Coming at you from Long Island, New York, Every Wednesday!
…
continue reading
1
Growing a Life Planning Business with Nila Mistry
33:42
33:42
Play later
Play later
Lists
Like
Liked
33:42
In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…
…
continue reading
1
WS31 ADHD Sleep Challenges with ADHD Coach and Sleep Expert Nathalie Chénard.
45:29
45:29
Play later
Play later
Lists
Like
Liked
45:29
👉 Today. Nathalie Chénard is an ADHD coach and sleep expert at nathaliechenardcoaching.com 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the show? We love you, too. Visit wisesquirrels.com/love. ⭐ Your kind rating and review…
…
continue reading
In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role …
…
continue reading
1
Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha
50:40
50:40
Play later
Play later
Lists
Like
Liked
50:40
Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in phil…
…
continue reading
1
RTS. 134: UFC 305 Preview + Kamaru Usman Comments - Belal Muhammad & Jason Anik
47:15
47:15
Play later
Play later
Lists
Like
Liked
47:15
UFC 305 Preview + Kamaru Usman Comments - Belal Muhammad & Jason Anik | RTS. 134 Remember The Show RETURNS with a CHAMPIONSHIP BELT as we look ahead to Version 2.0 for the show in 2024 and beyond. Who is next at 170lbs? Shavkat? Kamaru? Colby? We discuss this and more with 170lbs UFC Champion Belal Muhammad and UFC Fight Pass' own Jason Anik. Let u…
…
continue reading
1
Building better client experience with Dan Graham
42:13
42:13
Play later
Play later
Lists
Like
Liked
42:13
In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌…
…
continue reading
1
Dr. Charles Eckhart - Family Wealth Dynamics
38:47
38:47
Play later
Play later
Lists
Like
Liked
38:47
Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how migh…
…
continue reading
1
WS30 Addiction and ADHD with Dr. Todd Love.
1:09:25
1:09:25
Play later
Play later
Lists
Like
Liked
1:09:25
👉 Today. Doctor Todd Love is a licensed mental health clinician and ADHD coach. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the show? We love you, too. Visit wisesquirrels.com/love. ⭐ Your kind rating and review help new l…
…
continue reading
In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicle…
…
continue reading
1
Empowered Developers Write Clean Code, Tom Howlett, Head of Product at Sonar
32:14
32:14
Play later
Play later
Lists
Like
Liked
32:14
Tom Howlett, Head of Product Management at Sonar is our guest today. Sonar is the leader in helping engineers write clean code through continuous feedback during the development process, and is trusted by millions of developers worldwide. We talk about: - The idea of "Start Left" and how it ties into "Shift Left" - Gen AI in developer workflows and…
…
continue reading
1
RTS. 133: Remember The Show 2.0 with UFC Champion Belal Muhammad & Jason Anik + Jared Gordon & Chef Ian Larios
1:04:11
1:04:11
Play later
Play later
Lists
Like
Liked
1:04:11
Remember The Show 2.0 with UFC Champion Belal Muhammad & Jason Anik + JARED GORDON & CHEF IAN LARIOS | RTS. 133 Remember The Show RETURNS with a CHAMPIONSHIP BELT as we look ahead to Version 2.0 for the show in 2024 and beyond. Who is next at 170lbs? Shavkat? Kamaru? Colby? We discuss this and more with 170lbs UFC Champion Belal Muhammad and UFC Fi…
…
continue reading
1
Clare Flynn Levy - Good Behavior, Good Returns?
34:07
34:07
Play later
Play later
Lists
Like
Liked
34:07
Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…
…
continue reading
In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage landscape and how F2 Strategy aids firms in navigating and harnessing technology for growth and efficiency. Doug shares insights from his wealth of experi…
…
continue reading
1
"Umar Proved He Deserves A Title Shot" | Umar Nurmagomedov vs Cory Sandhagen Full Reaction
19:47
19:47
Play later
Play later
Lists
Like
Liked
19:47
Cory Sandhagen just lost to Umar Nurmagomedov, earning Umar his first title shot, set to fight the winner of Merab vs. O'malley. Here is Aljo's thoughts on Umar's performance. Enjoy! Check out Nerd Focus, the Official show sponsor! www.nerdfocus.com Support the channel by purchasing official merch here! https://www.AljamainSterling.com Pre-order a …
…
continue reading
1
RTS. 132: BELAL IS CHAMP! -- Belal Muhammad's First Interview after UFC 304 with Jason Anik, Jon Anik & Kenny Florian | RTS. 132
37:23
37:23
Play later
Play later
Lists
Like
Liked
37:23
REMEMBER THE SHOW IS BACK WITH A UFC CHAMPION AT THE HELM!! Celebrate with us as we talk to Belal Muhammad, your new UFC welterweight champion after a DOMINANT win at #UFC304. Jason Anik is joined by twin brother Jon Anik and @anikflorianpod host Kenny Florian to talk to Belal after the massive win! Let us know your questions in the chat an hit tha…
…
continue reading
1
Scaling Quickly with Sean McDermott and Vicki Langdon
41:35
41:35
Play later
Play later
Lists
Like
Liked
41:35
In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk…
…
continue reading
1
Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD)
55:54
55:54
Play later
Play later
Lists
Like
Liked
55:54
I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (…
…
continue reading
1
Tim Holland - The Election and Your Money
35:48
35:48
Play later
Play later
Lists
Like
Liked
35:48
Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …
…
continue reading
1
WS29 Mindfulness, Meditation, and Procrastination with Dr. Lidia Zylowska, MD.
1:14:58
1:14:58
Play later
Play later
Lists
Like
Liked
1:14:58
👉 Today. Lidia Zylowska, MD, is an associate professor in the Department of Psychiatry and the author of Mindfulness Prescription for Adult ADHD and Mindfulness for Adult ADHD - A Clinician’s Guide. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesq…
…
continue reading
In this episode of Fintech Impact, host Jason Ferreira welcomes Haik Sahakyan, CEO of Arqa, to delve into the transformative capabilities of artificial intelligence in the financial advisory sector. They explore Arqa's innovative approach to extracting and utilizing data from static forms like PDFs, revolutionizing how financial advisors access and…
…
continue reading
1
"Its Time To Respect Belal's Game!!" | Aljo's Reaction To UFC 304
33:08
33:08
Play later
Play later
Lists
Like
Liked
33:08
In this video, Aljo breaks down the impressive performances of Belal Muhammad in the UFC, emphasizing his growth and success. Aljo highlights Belal's evolution. Despite facing early criticism in his career, Belal's current skill level and strategic fighting style, including his aggressive approach and effective takedowns, deserve recognition. He al…
…
continue reading
1
Heidi Sorensen, 27-year holistic breast cancer thriver on juicing, raw food and forgiveness
1:07:35
1:07:35
Play later
Play later
Lists
Like
Liked
1:07:35
Show notes and links: https://www.chrisbeatcancer.com/heidi-sorensen-27-year-holistic-breast-cancer-thriver-on-juicing-raw-food-and-forgiveness/
…
continue reading
1
Brand Evangelism with Diana Cabrices | E334
26:00
26:00
Play later
Play later
Lists
Like
Liked
26:00
In this episode of Fintech Impact, Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, Diana discusses her role in amplifying brands through creative marketing, storytelling, and brand evangelism. The episode provides insightful guidance on how Fintech compa…
…
continue reading
In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
35:30
35:30
Play later
Play later
Lists
Like
Liked
35:30
Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…
…
continue reading
1
Dr. Christine Salter on healing cancer with integrative therapies
1:13:02
1:13:02
Play later
Play later
Lists
Like
Liked
1:13:02
Show notes and links: https://www.chrisbeatcancer.com/dr-christine-salter-on-healing-cancer-with-integrative-therapies/
…
continue reading
1
WS28 Gender Disparities, Coping Strategies, and Managing Late Diagnosed ADHD with Dr. Kathleen Nadeu, PhD.
1:00:07
1:00:07
Play later
Play later
Lists
Like
Liked
1:00:07
👉 Today. Kathleen Nadeau, PhD, founder of The Chesapeake Center, an internationally recognized authority on ADHD. She is a frequent lecturer both in the United States and abroad and provides professional training seminars on ADHD-related topics. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, article…
…
continue reading
1
Potomac Fund Management with Manish Khatta | E333
28:44
28:44
Play later
Play later
Lists
Like
Liked
28:44
In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, an…
…
continue reading
Max Tykhenko, Security Architect from IBM joins the podcast to talk about: What are the attack surfaces that most people don't think about enough? How has the security landscape changed over the last few years in terms of threat detection. How vulnerable are we than how we were 10 years ago? We all know what shift left generally means, but what doe…
…
continue reading
1
Dissecting Health Spending Accounts (HSAs) with Justin Manning
47:07
47:07
Play later
Play later
Lists
Like
Liked
47:07
Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…
…
continue reading
1
Phil Bray - Effective Marketing in a Noisy World
47:47
47:47
Play later
Play later
Lists
Like
Liked
47:47
Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…
…
continue reading
1
Centenarian cancer survivor, Mike Fremont, on healing and longevity
18:09
18:09
Play later
Play later
Lists
Like
Liked
18:09
Show notes and links: https://www.chrisbeatcancer.com/centenarian-cancer-survivor-mike-fremont-on-healing-and-longevity/
…
continue reading
1
Financial Designs with Rick Scruggs | E332
28:43
28:43
Play later
Play later
Lists
Like
Liked
28:43
In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experien…
…
continue reading
In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk
…
continue reading
In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Employee Ownership Trusts Revisited with Jon Shell | E120
32:17
32:17
Play later
Play later
Lists
Like
Liked
32:17
In this episode, Jason talks to Jon Shell about the advent of employee ownership trusts in Canada, a game-changing legislation that addresses previous concerns and paves the way for a more inclusive and equitable business ownership structure. Through a deep dive into the intricacies of this model, listeners are offered a comprehensive understanding…
…
continue reading
1
Andy Baxley - The Power of Financial Purpose
43:21
43:21
Play later
Play later
Lists
Like
Liked
43:21
Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…
…
continue reading
1
WS27 Loneliness, Personality Spectrums, and Entrepreneurship with Jennifer Raphael.
50:17
50:17
Play later
Play later
Lists
Like
Liked
50:17
👉 Today. Jennifer Raphael, founder of Less-Stress Organizing Solutions. Jennifer is a Certified Neurodiversity Coach, Certified Professional Organizer, and Registered Nurse. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the …
…
continue reading
In this episode of Fintech Impact, Jason interviews Jason Early, the founder and CEO of RISR. Their discussion revolves around how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming to maximize the potential of their businesses. They delve into the challenges and solutions in advising business o…
…
continue reading
1
Getting into GitOps with Fred Harper, Principal Developer Advocate, kubefirst.io
38:35
38:35
Play later
Play later
Lists
Like
Liked
38:35
Frederic Harper, Principal Developer Advocate, from kubefirst.io joins the podcast to dive into GitOps. We discuss: - What is GitOps? - How GitOps can help orgs manage their infrastructure - How to get started - Secrets management - Monorepos You can follow Fred here: https://twitter.com/fharper YouTube: https://bit.ly/3Xfv2bp Apple Podcasts: https…
…
continue reading
In this episode, Jason Pereira discusses the world of virtual assistants for financial advisors, featuring insights from Andrew Evans, Founder of ROffice. Through their conversation, listeners gain valuable knowledge on how virtual assistants can revolutionize the way financial advisors operate, ensuring efficiency and effective client service. Thi…
…
continue reading
1
Using Tech Smartly in Financial Planning with Adam Owen
33:47
33:47
Play later
Play later
Lists
Like
Liked
33:47
In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…
…
continue reading
1
Lydia with Brian Portnoy and Andrew Smith Lewis | E330
41:40
41:40
Play later
Play later
Lists
Like
Liked
41:40
In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process mor…
…
continue reading
In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Re-examining pension plans for professionals with Jason Pereira
58:33
58:33
Play later
Play later
Lists
Like
Liked
58:33
Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
…
continue reading
1
Nuala Wash - Ten Steps to Better Decision Making
59:15
59:15
Play later
Play later
Lists
Like
Liked
59:15
Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…
…
continue reading
1
Leveraging AI for Business Success: Insights from AI expert Verena Weber
37:32
37:32
Play later
Play later
Lists
Like
Liked
37:32
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
…
continue reading
1
WS26 ADHD Food and Diet and a 6,000-Mile Bike Ride with Julie Saad.
1:03:14
1:03:14
Play later
Play later
Lists
Like
Liked
1:03:14
👉 Today. Julie Saad is an ADHD and nutrition coach and certified functional therapeutic diets specialist at juliesaad.com. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the show? We love you, too. Visit wisesquirrels.com/lov…
…
continue reading