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Nick Saleem - Immigrants + Finance (Pt. Three)
Nick Saleem - Immigrants + Finance (Pt. Three)

Episode 133

Tune in to hear:

What are some of the unique fiscal or emotional challenges immigrants sometimes face?

Nick’s perspective, as an immigrant, on “The Ame…

5 years, 10 months ago

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Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution
Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution

Episode 132

Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral …

5 years, 11 months ago

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Maxine Gray - Why Sustainable Investing is the Future: How to Invest Responsibly and Make a Positive Change
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…

6 years ago

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Jess Von Bank - The Evolution of Work in the Post-COVID Era: Challenges and Opportunities for Businesses
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…

6 years ago

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Roger Whitney - The Agile Methodology Explained: Benefits, Principles and Best Practices
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…

6 years, 1 month ago

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John Lentz - How to Improve Cash Flow Management for Small Business Growth
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…

6 years, 1 month ago

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Dani Fava - Unlocking the Future of Finance with Augmented Investing Techniques
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…

6 years, 2 months ago

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Joy Lere - Taking Stock and Staying Well
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…

6 years, 2 months ago

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Phil Pearlman - The Cognitive Theory of Noise
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…

6 years, 3 months ago

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Larry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial Catastrophe
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…

6 years, 3 months ago

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