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John Owens CFP®, EA, ECA, CPWA® and Ed Zolotarev CPA, MST, CFP® fill in for AJ and Shane on this milestone 150th episode of The Liquidity Event. FICO (Fair Isaac Corporation) is finally figuring out what to do about your outstanding Klarna loans. We discuss how “buy now, pay later” services might soon impact your credit score. TLDR: It probably isn’t the best idea to finance your DoorDash order over 4 months. Plus, alternative investments are getting a lot of attention right now. Why are private equity firms suddenly sliding into your DMs? We examine the dry IPO market as one ...

Send us a textWhat if you could ask for more, without second-guessing?In this episode of Women in Money: The Shit We Don't Talk About, we dig into one of the most overlooked tools in your professional toolbox: salary negotiation. Whether you’re gearing up for a raise, considering a new role, or just tired of leaving money (and energy) on the table—this one’s for you.We sat down with Tami Palmer, who brings 15 years of experience in staffing and HR. Tami offers insights, advice, and tactics to help her clients navigate the grey zone and get results. She’s been on the other side of the ...

Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer? Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities. In this episode, Eric opens the drawer on common financial items people stash away and forget to revisit. Here’s some of what we discuss in this episode: 🗂️ Old life insurance policies that might still have value 📜 Wills and estate documents that need updating (or replacing!...

Antifragile: Things That Gain from Disorder explores systems that not only withstand chaos and shocks but actually benefit from them. Nassim Nicholas Taleb introduces the concept of “antifragility,” which goes beyond resilience or robustness. While fragile things break under stress and resilient things endure it, antifragile things grow stronger. Taleb argues that unpredictability, volatility, and randomness are not enemies but essential forces for innovation, strength, and evolution—whether in nature, business, health, or personal life. He criticizes over-reliance on experts, ...

What would happen to your loved ones, your assets, and your legacy if something happened to you tomorrow? Too often, people postpone estate planning, assuming it’s only for the wealthy or the elderly. But the truth is, estate planning is for everyone, regardless of age, income, or family situation. Without a proper plan in place, your family may face legal battles, unnecessary taxes, costly probate, and painful disputes during one of the most difficult times of their lives. In Estate Planning and Living Trusts, you’ll gain clear, actionable guidance to take control of your future today.

What if you could grow your business without drowning in debt?Today on the show, I have the pleasure of speaking with Patrick Pychynski, a former U.S. Marine turned business funding strategist who helps entrepreneurs unlock $50,000 to $250,000 in 0% interest business credit. As the founder of Stacking Capital, Patrick breaks down the steps to accessing short-term, high-leverage capital, without touching your personal savings or sacrificing equity.We dive into how Patrick transitioned from military service to entrepreneurship, the “three C’s” of funding (cash flow, collateral, and credit)...

In this inspiring episode of Talk Wealthy To Me, Michelle sits down with Kasia Pukeca, founder of Gloss Nail Co. and a trailblazer redefining self-care in the beauty and wellness space. From a career in dental hygiene to launching Central Florida’s first certified biosculpture gel salon, Kasia shares her bold journey into entrepreneurship, blending science, hygiene, and beauty in a way that truly prioritizes long-term nail health. Kasia opens up about navigating cultural expectations, overcoming skepticism, and starting small to build something sustainable. She reveals how she transformed a...

Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/...

If you struggle with the time and energy needed to manage your money, you’re not alone. So much financial advice is geared toward neurotypical brains. From checking your bank account to impulse spending and budgets that just don’t work out … It’s time to find the strategies that will help you manage your money in a way that suits your brain.

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 268, warning of a coming "grand reconciliation" where credit, stock, and real estate bubbles will burst. He argues the US debt is unsustainable, with the next recession triggering $4-6 trillion annual deficits. Pento predicts Trump will replace Powell with an "obsequious sycophant" in May 2026 who will slash rates to zero, causing long-term rates to spike and creating a "debt death spiral." He recommends hard assets like gold and platinum, which he expects will "scream higher" in 2026, and...

Stop Budgeting, Start Living is a rebel yell against the mundane, a manifesto for the woman who's tired of being shackled by society's rules about money. In this edgy and unapologetic guide, Lisa Chastain shatters the myth that budgeting is the holy grail of financial success.

Are you 50+ and worried you'll never have enough money to retire? You're not alone—and it's NOT too late to change everything. Unlike generic retirement advice, this book is specifically designed for people who need to catch up fast. You'll discover proven strategies to build substantial wealth in 15-25 years, even starting from zero.What You'll Learn: 💰 The "Think Big" Strategy — Focus on your two largest expenses to potentially save $1,000-2,000 monthly and add $500,000+ to your retirement wealth ⚡ The One-and-Done Method — Simple changes you make once that continue saving ...

Don't forget to talk about "legacy planning" with your financial advisor. In this episode, Axel will share why financial independence + legacy planning should be included in your goals.Any questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

l quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 30 giugno 2025. I principali temi: modalità summer party per Wall Street, conflitto Iran-Israele, l'accordo tra Usa e Cina, le future mosse di Trump e della Fed. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell’OICVM/documento informativo e il documento contenente...

Dr. Dan & Emily discuss getting into the details of travel planning, how to discuss your parents' need for care later in life, and how to set up your young children for financial success.To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.comTo schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

In this episode, Derek Brooks from Flatworld Partners discusses his transition from marketing to investing, highlighting the importance of networking and his time with Abraaj Group. He explores impact investing, structuring strategies for NGOs, and the role of concessionary investments. Derek also covers portfolio construction for dual-purpose funds and various investment strategies like venture and private equity. The conversation includes evaluating fund performance, operational efficiency, and manager risks. Derek emphasizes intangible factors in manager selection, relationship building, ...

Send us a textIn this episode, discover how to scan and filter strong businesses even in a weak market. We cover relative strength scans, deep value filters, and how to track sectors that may lead the next bull run.📊 Key takeaways:How to use scans like relative strength and value filtersStrong sectors: Pharma, Hospitals, Hotels, NBFCs, BanksTools used: SOIC Stock Scans, Screener, ValuePickrSigns of trend reversal and business strengthGreat for investors looking to stay sharp during time corrections and spot emerging winners.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"What if the biggest thing holding you back isn't your skills, your team or your circumstances, but the unhealed wounds inside of you? In the next few minutes, I'm going to reveal how your hidden triggers can either destroy your leadership or become the rocket fuel that launches you toward an extraordinary success. See, this isn't just another motivational talk. This is your personal blueprint for transformation. Are you ready to turn your biggest limitations into your greatest strengths? Subscribe on ...

Con los mercados cerrando el primer semestre de 2025 en positivo —tanto en renta fija como en bolsa— a pesar de conflictos como el de Oriente Medio o el fin de la tregua arancelaria de Trump, el segundo semestre arranca con más certezas… pero también con nuevas incógnitas. Guillermo Santos, socio de iCapital, aporta claves para navegar este entorno con equilibrio. “El sentimiento del mercado ha mejorado respecto a hace unos meses”, señala Santos, destacando la resiliencia de los activos ante el shock geopolítico reciente y los avances en las negociaciones comerciales de EE.UU. ...

What can you really control in your federal retirement? In this episode, Micah and Jamie explore the common challenges federal employees face with retirement planning, TSP, and benefits management. Learn how mismanaging your retirement benefits can lead to financial setbacks and discover the key steps to take control of your future. https://zurl.co/T8p7F