Podcast Episodes
Back to SearchSeries 7 Showdown: Which is better? Mutual Fund or ETF?
Season 2 Episode 127
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And that’s a wrap! ETFs bring low costs, transparency, and tax efficiency to the table, while Mutual Funds promise active management,…
1 year, 5 months ago
Series 66 Showdown: Broker Dealer Vs Investment Advisors
Episode 126
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Welcome to Series 66 Showdown , where egos clash, and the gloves come off! Tonight’s matchup: Broker-Dealers versus Investment Adviso…
1 year, 5 months ago
Series 7 Showdown:GO Bonds vs. Revenue Bonds: The Ultimate Muni Finance Smackdown
Season 6 Episode 125
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In this fiery debate, we pit General Obligation Bonds against Revenue Bonds in a no-holds-barred battle of municipal finance! Are GO …
1 year, 5 months ago
Intro to the SIE Exam 2024 ( AUDIO ONLY )
Episode 124
SIE exam overview part 1 Podcast episode
major securities regulations (Securities Acts of 1933, 1934, etc.) and their key provisions
- Detailed e…
1 year, 7 months ago
Intro to the SIE exam part 2 8/26/2024
Season 1 Episode 122
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Meeting purposeTo provide training and review key concepts for the SIE exam
Key TakeawaysReviewed mutual funds, options, margin accoun…1 year, 8 months ago
Intro to the SIE Exam 8/24/2024
Season 1 Episode 121
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SIE exam overview part 1 Podcast episode
major securities regulations (Securities Acts of 1933, 1934, etc.) and their key provisions…
1 year, 8 months ago
LIVE Q&A SIE Exam and Series 7 Exam Aug 15th 2024
Episode 120
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Join us for rebroadcast an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series…
1 year, 9 months ago
Series 7 Exam :Exploring the Different Types of Mutual Fundss
Season 2 Episode 119
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Join us for a comprehensive 20-minute deep dive into the diverse world of mutual funds, tailored specifically for Series 7 and Series…
1 year, 9 months ago
Option Cost Basis : Way too fast Rundown
Season 2 Episode 118
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Get ready to ace your Series 7 exam with our concise, 5-minute podcast on the cost basis of options. This high-level overview is pe…
1 year, 10 months ago
Live Q&A SIE exam and all FINRA and NASAA Exams 7/16/2024
Season 5 Episode 117
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Join us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Seri…
1 year, 10 months ago