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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Insights Now

Dr. David Kelly, J.P. Morgan Asset Management

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Are you ready to become the CEO of your career? Join Kemi Doll – physician, surgeon, researcher, coach, and career strategist – as she guides you on the journey to transform your academic life, so that you can channel your ideas, passions, and skills into a successful and nourishing career. In each episode, she’ll be taking a deep dive into one CORE growth strategy so you can gain confidence and effectiveness in pursuing the dream career in academic medicine that you worked so hard to achiev ...
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The ETF Investor

Nerina Visser, CFA

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The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.
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The On Purpose Investor

Eric Vogel and Joshua Boyd

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Join Eric Vogel and Josh Boyd on The On Purpose Investor podcast, where they guide you towards achieving financial freedom through the power of clarity, hyper-intentionality, and focus in real estate investing. These are the very same principles that have helped them achieve success in their own investing journey, and now they want to share their knowledge with you. Whether you're a beginner or an experienced investor, Eric and Josh will help you gain clarity on your investment goals, focus ...
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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The Clarity Man Show

TheClarityMan Speaks

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The Clarity Man podcast is about conversations with inspiring driven people who have achieved success, or on the way to achieve great things in life so that the listeners can gain insight to these phenomenal mindsets and ideas to implement in their own life for growth.
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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
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Understanding Investing

Richard M. Smith

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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
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Hey Sue

Sue Heilbronner

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Hey Sue is a live coaching podcast, where dynamic leaders let down their guards to engage in an intimate, authentic real-time coaching session with one of the most sought after conscious leadership executive coaches in the world. Sue Heilbronner advises hundreds of leaders and teams, with a primary focus on tech. She was an executive in the sector for 15 years, following her work as a lawyer with the US Department of Justice. Sue also is the co-founder of the MergeLane VC fund. Techstars men ...
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What If It Did Work?

Omar Medrano

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Are you sitting on your dream instead of acting on it because the voice in your head is telling you, “no”? Are you afraid of failure? Maybe you think you’re just too old to begin a new adventure.What if, instead, you could squash these fears and silence the scared voice that prevents you from taking the leap and live your TRUE purpose?If you can learn to change just ONE thought, then I promise you will change your life.This podcast will show YOU how to STOP fear in its tracks so you can take ...
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Hi, I’m Diane Tarshis — a strategic startup consultant and founder of Startup Distillery, where I partner with entrepreneurs who are experts in what they do, but have never built a business before. Together we dive into the details of their vision so we can dial in their business model and financial roadmap — giving them the clarity and guidance they need to grow and get funded. I’ve spent the last 20-plus years helping entrepreneurs from all walks of life build successful businesses and get ...
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PwC specialists share insights and perspectives on key issues impacting the ever-changing tax landscape. Our podcasts aim to provide quick, easy and up-to-date tax developments to help you stay current and competitive in today's challenging business environment. Listen to episodes at your convenience via your desktop computer or smart device.
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The Note Closers Show Podcast

Scott Carson

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The Note Closers Show Podcast covers everything you don’t know about real estate investing today, specifically the world of note investing. Scott Carson, CEO of We Close Notes, interviews experts in the note investing field, including vendors he works with, and students he has trained. Prepare to be educated and entertained on the secrets of how you can control millions of dollars’ worth of property for pennies on the dollar, through investing in distressed real estate notes. Scott and his s ...
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Start an Ecommerce Business Without the Overwhelm! Are you trying to start an online business without being totally overwhelmed by all the moving parts? Do you want to figure out what you're good at and turn that into a profitable business that you can actually enjoy? Are you afraid that your home life will get out of hand because you don't have enough time to do both? If so, you're in the right place! In this podcast, you'll find the encouragement and resources to start a side hustle that y ...
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Current Situation

Gale Design & Marketing, LLC

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If you’re tired of feeling disconnected from the political world, or if you’re simply curious and want to learn more, ”Current Situation” is your go-to source that cuts through the noise of politics, delivering clear, insightful, and engaging information directly to you. Join South Carolina State House Representative Jordan Pace and his long-time friend Joshua Gale as they navigate the complex realm of politics, breaking it down into digestible, understandable pieces. Joshua Gale, a man of m ...
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Red Beard Radio

Red Beard Ventures

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Check out Red Beard Radio every week, as we dive into the world of Web3 through the lens of venture investors. Our goal is simple: to explore the latest news, various sectors, and standout companies driving Web3 adoption. Expect deep dives into the heart of Web3, where we untangle its complexities and uncover what's propelling its rapid growth. Our focus is on what matters to investors—identifying trends and opportunities in this decentralized landscape. Each episode features a guest—an expe ...
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Watch Us Lead

Kimberly Y. Bennett

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Disruptive change begins here. It’s up to us, the leaders, executives, and rebels of the world to create the disruptive change our world requires. All the good intentions in the world just won’t cut it. Disruptive change requires sustainable and scalable businesses that can fund and fuel the momentum... for generations. You’re beyond just giving facetime to what matters. You know hashtags and blacking out your profile picture just won’t cut it. You know true change requires creativity, curio ...
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Freedom only happens when you are driven by purpose. As one of my friends Joe Polish says: “… if you want a breakthrough, you’ve got to break something…” The Growth to Freedom™ Show helps you transform your life in business and in relationships. It’s a fresh mix of strategy, resources, and entertainment that guides you to create the personal and business breakthroughs you need. Your success and freedom will only grow to the extent you do, and the The Growth to Freedom™ Show will help you fin ...
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Yes, and Marketing

Steve Pockross

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Tune in for conversations with eclectic and enlivening marketers. Imagine your weird shower thoughts and disparate liberal arts references took a road trip. This podcast is the soundtrack. Great marketing ideas can come from anywhere. So let’s talk about some.
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CWA Today

California Workforce Association

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The official podcast of the California Workforce Association. CWA's mission is to enhance and inspire California’s local workforce development boards and their partners through strategic advocacy, partnership convening, and capacity building. Your host is Bob Lanter, Executive Director of CWA. To learn more about CWA, visit http://calworkforce.org/
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Welcome to The Happy Black Woman Podcast for black women entrepreneurs who want it ALL! Learn more at: https://happyblackwomanpodcast.com Join your host Rosetta Thurman to get the inspiration, strategies, and “tough love” you need to manifest the life and business of your dreams.
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The Mentee Podcast

Wyatt Graves

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Each week on this show, you'll get to learn from world class Mentors who are sharing behind the scene strategies which will help you level up your life and business. Jim Rohn said, "You are the average of the 5 people you spend the most time with." If you're interested in upgrading your 5, and living "The Good Life" then this podcast is for you!
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The Note Closers Show Podcast covers everything you don’t know about real estate investing today, specifically the world of note investing. Scott Carson, CEO of We Close Notes, interviews experts in the note investing field, including vendors he works with, and students he has trained. Prepare to be educated and entertained on the secrets of how you can control millions of dollars’ worth of property for pennies on the dollar, through investing in distressed real estate notes. Scott and his s ...
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Welcome to VINTed with Scout Driscoll. Come along with Scout on her journey into the wine world where she talks sales and marketing with top leaders in wine. Get ready for industry insights on marketing, design, and answers to the ultimate question.... "what moves wine?" In Season One: • Branding and Marketing for Wineries • Ops Talk: Pricing, Pitfalls, and Scaling Your Winery • Shaping Your Winery's Strategic Brand Story • Leveraging Design Thinking and Insights to Drive Wine Sales • Virtua ...
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What if you could travel to all seven continents in just one year? Meet Cole Sjoholm, a mortgage lender turned globe-trotter, who did exactly that in 2023. Sparked by a simple question from a friend on Instagram, Cole meticulously planned his incredible journey in just five days, balancing his professional life with his passion for exploring the wo…
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Building A Portfolio As a New Note Investor: A Mentorship Session With Veteran Investor Scott Carson Have you ever heard these myths about note investing? Myth #1: Note investing is only for experienced investors. Myth #2: You need a lot of capital to start note investing. Myth #3: Note investing is too complicated for beginners. The truth about no…
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Strategies to Target Regional Banks with Distressed Commercial Debt If you're feeling overwhelmed by the sheer volume of distressed commercial real estate notes and unsure where to start, then you are not alone! With so many banks holding underwater assets and a tsunami of commercial debt on the horizon, it's easy to feel lost in the sea of potenti…
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Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converting to Roth IRAs could be a smart move, the risks of sticking with traditional IRAs, and how to get ready for the taxes that come with required minimum distr…
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Got Burned By a Bad Real Estate Fund? Here's What Experts Say You Should Do Next Have you ever heard the myths about picking a smart real estate investment fund? Myth 1: All real estate funds are the same. Myth 2: The higher the projected return, the better the fund. Myth 3: Investing in a fund means guaranteed profits. But here's the truth... I'll…
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Watch the video version on YouTube. 2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates have put a damper on the asset class, which is highly dependent on leverage. Still, better-than-expected ec…
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Renowned cannabis expert Sari Star joins us for a captivating journey from her rebellious youth in Canada to her groundbreaking work in Hawaii's plant medicine community. Sari's story is a testament to challenging societal norms, transforming stigmas, and pioneering new paradigms in cannabis culture. Discover her ventures, including Redefining Cann…
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Does it make sense to purchase a million dollar note secured by a Beverly Hills mansion at 32% of the current market value? What are the opportunities and potential returns or pitfalls on this type of deal that doesn’t often come across a note investors desk? Are these types of deals something we should look for or avoid? Which way will the borrowe…
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In this episode, we’re answering more listener voicemails about Social Security, gifting money, and estate planning. First, we help a listener who’s trying to figure out the best way to maximize his wife’s Social Security benefits. He’s getting close to his full retirement age in 2025 and wants to make sure they get the most out of their benefits. …
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You can text us here with any comments, questions, or thoughts! We're thrilled to bring you an enlightening conversation with Kemi and Deepika Slawek. Dr. Slawek is an Associate Professor of Medicine at Montefiore Health Systems and Albert Einstein College of Medicine in Bronx, NY in the Division of General Internal Medicine. She is board certified…
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Think commercial real estate is out of reach? Matt shows you how REITs let you invest in real estate without becoming a property manager. Learn how REITs can generate income, offer portfolio diversification, protect against inflation, and keep your investments flexible. Tune in to explore the types of REITs, how they work, and why they could be you…
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Watch the video version on YouTube. So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that ma…
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In today's episode, we're going to dive into some famous words by the one and only Yogi Berra, inspired by Liz’s recent trip to Fenway Park. You might know him for his legendary baseball career, but Yogi was also a gold mine of wisdom. When we look at some of his quotes through the right prism, they can teach us some lessons about financial plannin…
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What's the big deal between these two loan products? We've all heard how expensive it is to buy a home in this crazy market. There is some discussion among policymakers and politicians to make the dream of home ownership more affordable by making the 40-year mortgage a common practice. Banks and government entities like Freddie and Fannie have ofte…
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Doug McHoney (PwC’s International Tax Services Global Leader) is joined by returning guest Rebecca Lee, a Principal in PwC’s Washington National Tax Services Practice where she focuses on complex tax problems and financial transactions in the digital asset space. Doug and Rebecca discuss T.D. 10000, the recently published final regulations dealing …
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How do you build a personal brand that stands out in the crowded marketplace? Find out in our latest episode, where we sit down with Isaac Mashman, the mastermind behind Mashman Consulting Group. Isaac reveals his secrets to effective personal branding and business strategies, emphasizing the significance of positioning oneself in business and appr…
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It’s not every day that a nonperforming note pops up in Austin, TX that can be purchased as a one-off deal. So, when one does, you have to jump fast to do your quick up-front due diligence and get an offering into the seller as soon as possible! But how do you tell if this nonperforming note is a deal or a dud? How do you determine if the value is …
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The 10 Biggest Credit Myths Busted: What You Need to Know If you're feeling frustrated by the overwhelming flood of misinformation about credit management and you're tired of making costly mistakes, then you are not alone! You may have encountered flashy promises of quick credit fixes or easy business funding, only to end up more confused and dishe…
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Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest …
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How Illegal Immigration Affects Property Management and Evictions Discover the shocking impact of illegal immigration on housing and communities in the US. One city is facing a crisis with a 99-unit apartment complex taken over by Venezuelan gangs, leading to chaos and distress for both the owners and residents. But this is just the tip of the iceb…
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Watch the video version on YouTube. In this episode: The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatil…
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You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! This is one of the most common questions people face: Should you pay off your mortgage at retirement, or should you invest the money instead? This decision can have a significant impact on your financial security and peace of …
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Unlock the secrets of successful sales with Dr. Yaniv Zaid, the globally recognized "doctor of persuasion." Join us as Dr. Zaid reveals the transformative power of storytelling and why authenticity is the key to modern sales strategies. From his humble beginnings in a university debate society to becoming a guru in sales, marketing, and public spea…
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Who is the Motivational Figure that Helps You Overcome Tough Times Discover the unexpected inspiration behind a motivational journey. Dive into a story of resilience, challenges, and an unexpected encounter with a beloved figure. It's a tale of finding strength in the most unexpected places. Stay tuned to uncover the heartwarming twist that will le…
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Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investmen…
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You can text us here with any comments, questions, or thoughts! 🌟 Exciting new series alert! Welcome to the launch of our new multi-part series on the "4 Career Dynamics." In this introductory episode, Kemi dives into the concept of career dynamics and how they shape our professional journeys. Inspired by the overwhelming response to Episode 143, K…
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Are you looking for your first note deal? Are you looking for performing, nonperforming, or an REO that you can take down for your first real estate investment deal? Then check out this tape of 15 notes. Scott Carson dives into a tape of notes that one of his previous coaching students sent him that he is looking to move this month. Scott reviews e…
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When evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week’s episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tu…
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In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…
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I’ll never forget this one mistake I made with my online business. I started it with no real plan for how to make money or no products to sell. But we all live and learn, right? Sometimes we never start because we are avoiding mistakes that we haven't even made yet. If you want to sidestep the missteps, I’ve shared the top 3 mistakes to avoid with …
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Watch the video version on YouTube. The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk t…
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What is a sub-performing note? How do you determine the value and return on these types of deals? Scott Carson breaks down two sub-performing notes from the Land of Lincoln (Thank God they aren't in Chicago). He shares how he found them, the numbers, and the tale of the tape. Scott also discusses the potential returns on the different exit strategi…
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Doug McHoney (PwC’s International Tax Services Global Leader) is joined by Janice Mays (Managing Director in PwC’s Tax Policy Services) who boasts a 40 year career on the Hill including 22 years as the Democratic chief counsel and staff director for the House Ways and Means Committee, to discuss the upcoming US election’s impact on tax policy. Doug…
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Answering a Listener's Question on Working CA NOD Lists Have you heard these myths about working with California foreclosure lists? Myth 1: You can only work with big banks, not smaller lenders. Myth 2: It's impossible to find out who the lender is from the foreclosure list. Myth 3: Buying mortgage debt is a complicated process. I'll share the trut…
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Thinking about college for your child but worried about the costs? This episode promises to shed light on how you can make college more affordable and whether it’s even the right path for every student. I'm joined by Brad Baldrige, a top expert in college financial planning, who will guide us through the maze of options available for students and f…
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If you're wanting to start a side hustle or small business from home, but don't know if you have time, this is the episode for you! Maybe you only have a few hours each day (or even each week), but you want to do something to help your family financially so that you can pay off debt, go on vacation, or even buy a house! I'm spilling all the details…
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WHY FIVE MINUTES A DAY TO PLANT SEEDS WILL HELP EXPONENTIALLY GROW YOUR REAL ESTATE INVESTING BUSINESS Johnny Appleseed was a revolutionary figure who changed the landscape of the Midwest by planting apple trees all across the country and helping settlers secure their homesteads. Most people don't know of this historical figure and how his daily ac…
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With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF inve…
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Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Th…
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In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
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From Fix-and-Flips to Note Investing: 5 Routes to Real Estate Riches Are you tired of feeling stuck and frustrated, trying to break into real estate investing? You may have been told that you need a lot of money saved up, great credit, or connections to even get started. But let's face it, those barriers can be disheartening and make you feel like …
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