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Maxine Gray - Why Sustainable Investing is the Future: How to Invest Responsibly and Make a Positive Change
Episode 131
Maxine Gray is the Business Strategy Development and Implementation Manager at Investec Wealth, South Africa. She is an ambassador for the United Nat…
5 years, 4 months ago
Jess Von Bank - The Evolution of Work in the Post-COVID Era: Challenges and Opportunities for Businesses
Episode 130
Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is profi…
5 years, 5 months ago
Roger Whitney - The Agile Methodology Explained: Benefits, Principles and Best Practices
Episode 129
Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retiremen…
5 years, 5 months ago
John Lentz - How to Improve Cash Flow Management for Small Business Growth
Episode 128
Tune in to hear:
Why is it potential a mistake for small business owners to count on monetizing their business at a later date?
How to create cashflows…
5 years, 6 months ago
Dani Fava - Unlocking the Future of Finance with Augmented Investing Techniques
Episode 127
In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technol…
5 years, 7 months ago
Joy Lere - Taking Stock and Staying Well
Episode 126
Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance. She works with foot planted in the field of psychology and th…
5 years, 7 months ago
Phil Pearlman - The Cognitive Theory of Noise
Episode 125
Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Dir…
5 years, 8 months ago
Larry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial Catastrophe
Episode 124
Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scienti…
5 years, 8 months ago
Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your Wealth
Episode 123
Tune in to hear:
Ways investors can confront their fear of loss aversion when this fear holds them back
How financial professionals can have mean…
5 years, 8 months ago
Ivan Watanabe - Immigrants + Finance (Pt. Two)
Episode 122
Tune in to hear:
How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?
What are some of the uniqu…
5 years, 9 months ago