Logo

    financial expert

    Explore " financial expert" with insightful episodes like "Episode 16 - AI in Finance: Trends, Ethics, and Data Governance", "Navigating NHR: Nuances and Necessities with John McNertney", "Financially Fit Latina: Empowering Latinas to Achieve Financial Success with Alexandra Ramírez", "131: Krisstina Wise, Founder, CEO - Wealthy Wellthy: Taking Control of Your Financial Stress & Your Sleep" and "Messages From Money: What It’s Trying to Tell You - Episode 71" from podcasts like ""Comerit "What's Up Enterprise?" Podcast", "ExpatsEverywhere Presents: Let's Move to Portugal", "Dr. B Show", "The Sleep Is A Skill Podcast" and "Seeking Center: The Podcast"" and more!

    Episodes (16)

    Episode 16 - AI in Finance: Trends, Ethics, and Data Governance

    Episode 16 - AI in Finance: Trends, Ethics, and Data Governance
    In this episode, David and Lance dive deep into the transformative impact of AI in the financial services industry. They discuss how AI is reshaping customer experiences, streamlining operations, and enhancing data governance. Lance Senoyuit, Sr. Principal, Industry Executive Consultant in Financial Services at SAP, shares insights on how AI empowers financial organizations to build stronger relationships with their clients, providing tailored solutions for their unique financial needs. From understanding customer profiles to automating routine tasks, they explore how AI is helping financial professionals excel in their roles, creating a win-win situation for employees and customers alike. This engaging conversation covers ethical considerations and the future of data governance in AI, offering a comprehensive look at the evolving landscape of finance. Join us for a revolutionizing exploration of the intersection of AI, data governance, and financial success for enterprises.

    Navigating NHR: Nuances and Necessities with John McNertney

    Navigating NHR: Nuances and Necessities with John McNertney

    Sponsor
    This episode is brought to you by Worldpost.io
    Get your mail delivered to your home country and receive it anywhere in the word
    -----------------------------------------



    In this enlightening episode of "Let's Move to Portugal," we are joined by expat financial expert John McNertney, who brings his wealth of knowledge to discuss the crucial changes in Portugal’s Non-Habitual Residency (NHR) scheme. This episode is a treasure trove of insights, especially for expats navigating through the labyrinth of tax legislation adjustments in Portugal.


    John McNertney meticulously unravels the complexities of the NHR changes, ensuring that our listeners are equipped with the necessary information to make informed decisions regarding their expatriate adjustments and financial standings in Portugal.


    In the spirit of community and sharing, Josh and Kalie also sprinkle this episode with delightful personal updates, diving into their weekly adventures and the anticipation of Halloween. Discover what captivating costume their daughter has chosen for this year’s Halloween celebration and explore the latest engaging content on their YouTube channel.


    Stay tuned as we navigate through a maze of financial expertise, expat experiences, and the vibrant hues of life and celebrations in Portugal in this episode.


    Ads
    John McNertney of Green Ocean Global Advisors
    Contact John now!
    john@greenoceanglobal.net
    415-347-8057
    greenoceanglobal.net
    Hear John on Episode 13


    Worldpost.io
    Get your mail delivered to your home country and receive it anywhere in the word


    Lusitano Dreams
    Creative housing solutions for Expats!


    ExpatsEverywhere Courses

    D7

    Remote Workers Visa (D8)

    Living in Portugal Guide | Help With Setup & Things to Know

    ***December Discount Code*** PODCAST


    ★ Support this podcast on Patreon ★

    Financially Fit Latina: Empowering Latinas to Achieve Financial Success with Alexandra Ramírez

    Financially Fit Latina: Empowering Latinas to Achieve Financial Success with Alexandra Ramírez

    In this episode of Dr. B Show, Dr. B interviews Alexandra Ramirez, a Colombian entrepreneur and financial expert. Alexandra shares her journey from working in government to becoming the CEO of Financially Fit Latina and Money Wise Business Group. She emphasizes the importance of financial education and provides tips for becoming financially fit. Alexandra also discusses the need for estate planning and life insurance within the Latino community. Throughout the conversation, she highlights the importance of breaking down financial concepts in a simple and accessible way.

    KEY TAKEAWAYS

    • Alexandra Ramirez is a Colombian entrepreneur and financial expert who is passionate about empowering the Latino community to become financially successful.
    • She is the CEO of Financially Fit Latina and Money Wise Business Group, where she helps individuals and businesses organize their finances and scale their businesses.
    • Alexandra emphasizes the importance of estate planning, including having a will, living will, and living trust, to protect assets and avoid family problems.
    • She encourages Latinos to overcome the stigma around financial planning and seek the help of a financial advisor, regardless of their wealth.
    • Alexandra is dedicated to providing financial education in a simple and accessible way, breaking down complex concepts for the Latino community.

    QUOTES

    • "My passion is to empower the community, especially Latinos and Latinas, to become financially successful." - Alexandra Ramirez
    • "Having an estate planning is critical because you're not only protecting your family, you're protecting yourself." - Alexandra Ramirez
    • "Having a life insurance is protecting yourself, giving your family something in the future if something happens to you, but also in life, you're protecting yourself because you have living benefits." - Alexandra Ramirez

    You can learn more about Alexandra in the links below.

    If you’re listening to the Dr. B Show Podcast, please subscribe, share, and we’re listening for your feedback. You can also learn more about Dr. Jairo Borja at http://borjaconsultinggroup.com/.

    131: Krisstina Wise, Founder, CEO - Wealthy Wellthy: Taking Control of Your Financial Stress & Your Sleep

    131:  Krisstina Wise, Founder, CEO - Wealthy Wellthy: Taking Control of Your Financial Stress & Your Sleep

    Join us for a first of its kind episode on the podcast with Krisstina Wise, a financial expert, who dives into the intriguing connection between money and sleep. 

    The story of Krisstina's journey as an entrepreneur, overcoming financial challenges, and prioritizing sleep is truly inspiring.
     I highly recommend taking her epic quiz!. This can be a game-changer! Discover where you stand financially and inspire yourself to take action. 

    Take advantage of this incredible opportunity to gain a deeper understanding of managing your finances and multiple aspects of your life, including how this area can hit your sleep quality.

    BIO:

    Krisstina Wise is a real estate mogul, Millionaire Coach, and creator of several multi-million dollar businesses including Goodlife Luxury, The Paperless Agent and most recently, WealthyWellthy. She is also an international speaker and the award-winning author of the Amazon Best-Seller Falling for Money, a romance novel for your bank account. Named one of the 100 Most Influential Real Estate Leaders in the country, she has been featured in USA TODAY, as well as by Apple, Contactually and Evernote for her creative leadership with emerging technologies.

    After nearly losing her life in 2013 and spending almost half a million dollars to get it back, she is changing the world again by inspiring others to build extraordinary wealth and optimal health. By sharing her extreme successes and abysmal failures, Krisstina reveals the elusive secrets of the uber wealthy (and why health is where to invest first). Through cutting-edge, research-based education, access to the world’s top wealth strategists and doctors, Krisstina is helping millions each year discover the true path to wealth, health, and happiness. You can find Krisstina on her WealthyWellthy Life podcast, her free weekly Millionaire Masterclass, and here on her website at WealthyWellthy.Life.


    SHOW NOTES: 

    😴 Sacrificing health for entrepreneurial success

    😴 Sleep and body breakdown

    😴 Judging based on financial success

    😴 Owning a business VS being owned by it

    😴 The entrepreneurial trap

    😴 Building Multiple Income Streams

    😴 Understanding wealth VS. income

    😴 Money and its impact on Sleep

    😴 How much is enough Money?

    😴 The wealth spectrum

    😴 Sleep anxiety and confidence

    😴 Letting the body decide

    😴 Minimalism and sleep routines

    😴 The Skillset of Money

    😴 Kristina's sleep-night habits

    😴 Helpful Resources: What's Your Financial IQ? Take This 2-Minute Quiz To Find Out

    😴 And More!!!

     

    SPONSOR:


    🎢 If you're waking up at 3 am & suspect blood sugar...​​

    Good Idea Code: SLEEP10
     

    🎢 If you want to track your blood sugar for an affordable rate, that ships internationally AND integrates with Oura…

    Veri Continuous Glucose Monitors Code: VSM-SLEEPISASKILL


    QOUTES:

    "Money is so easy to learn and it's so easy to put to place where it starts working for you versus the other way around." - Krisstina Wise
     

    "A financial planner, a good one, they can't do you a service if you don't know how much money is enough. If you don't know what you're working towards."  - Krisstina Wise

     

    DISCLAIMER:

    The information contained on this podcast, our website, newsletter, and the resources available for download are not intended as, and shall not be understood or construed as, medical or health advice. The information contained on these platforms is not a substitute for medical or health advice from a professional who is aware of the facts and circumstances of your individual situation.

    Next Steps To Upleveling Your Sleep - 

    Website: https://www.sleepisaskill.com/    

    ‘Sleep Obsessions’ Monday Newsletter: https://www.sleepisaskill.com/newsletter

    8-Week Wearable Group “Optimize Your Sleep” Program: https://www.sleepisaskill.com/optimize

    Sleep Is A Skill Podcast: https://www.sleepisaskill.com/podcasts

    LinkedIn: https://www.linkedin.com/in/mollie-eastman-sleep-is-a-skill-82531825/

    Instagram: https://www.instagram.com/mollie.eastman

    TikTok: https://www.tiktok.com/@sleepisaskill 

    Facebook: https://www.facebook.com/sleepisaskill/

    Twitter: https://twitter.com/SleepIsASkill

    YouTube: 

    https://www.youtube.com/channel/UCy-IU372xapHLvXnZRbXU7A

    Messages From Money: What It’s Trying to Tell You - Episode 71

    Messages From Money: What It’s Trying to Tell You - Episode 71

    Do you have a complicated relationship with money? If you answered, YES – well that makes you human. However, Money Expert, New York Times Bestselling Author, Keynote Speaker and Intuitive Guide Ellen Rogin says it doesn’t have to be that way.

    There is an art to prosperity. When we understand how to work with money and break free from our unsupportive beliefs, money becomes a powerful energetic force that helps us realize our dreams and create abundance in the world around us.

    By tuning into what your money wants you to know, you can create the life you’ve been waiting for. Ellen can help you listen. We had a reading with Ellen and we can tell you that she tapped right into what we most needed to hear when it came to money.

    Ellen has made her life’s work educating, counseling, and guiding people from
    looking at money stress to money confidence to create prosperity ON purpose.

    On this week’s podcast, Ellen shares a new way of looking a money,
    including how our thoughts and beliefs truly create our money reality. This is a BIG topic and one that impacts all of us. We’re talking about what may be causing your money anxiety and how to begin to break-free from it, plus the energy + magic of money –  and priming your mind for prosperity. It’s time to build the life you truly deserve!

    MORE FROM ELLEN ROGIN

    • Work with Ellen both personally or with your business at ellenrogin.com. 
    • You can find her books, Picture Your Prosperity and Great with Money on her ellenrogin.com  – and you can even download a free copy of Great with Money at ellenrogin.com/goodies. 
    • Ellen also has a new book coming out in September aptly named Messages from Money.

    Visit theseekingcenter.com for more from Robyn + Karen, plus mega inspo -- and the best wellness + spiritual practitioners, products and experiences on the planet!

    You can also follow Seeking Center on Instagram @theseekingcenter

    Divorce Roadmap: Divorce Finances - 5 Essentials to be Financially Prepared

    Divorce Roadmap: Divorce Finances - 5 Essentials to be Financially Prepared

    Your finances are certain to change during and after divorce and therefore raise fear in just about everyone facing this transition. Today we speak with Elizabeth Polizzi, a financial expert who specializes in strategizing around the finances of divorce. She discusses how vital it is to be informed and educated in order to negotiate the best possible settlement.

    In this straightforward talk, Elizabeth elaborates on the 5 Keys to preparing financially for your divorce. She invites you to examine in great detail what you have, what you owe, what you need and what you want and offers valuable tips and the best way to negotiate your settlement.

    CONTACT JOURNEY BEYOND DIVORCE:

    5 Tips to Manifest Abundance if You Are Feeling Broke

    5 Tips to Manifest Abundance if You Are Feeling Broke

    Ep#132: Join Hosts, Helen Edwards & January Liddell for 5 Tips to Manifest Abundance if You Are Feeling Broke. Get encouraged from personal stories and guidance from Helen and January to shift your mindset and step into the life of prosperity you really desire.

    Disclaimer: This episode contains explicit information and adult language. We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988

    Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom Media
    You can also send us a note or review to SexyFreedomNow@gmail.com

    Affiliated with Amazon. #Ad  Click here to shop now:
    https://amzn.to/3VYLk4G

    Thank you for your gifts and financial support of this podcast through Venmo @SexyFreedomMedia

    Sexy Freedom Media Podcast -Good vibes, Inspiration, true life, freedom of expression, and cool humans. Helen is the Creator of Speaking Events, Workshops, Yoga Retreats, & Host Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution.  January is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today!

    Find our #Podcast on YouTube, Spotify, and iTunes Hosts, Helen Edwards and January Liddell

    Get your copy of the book, Nothing Sexier Than Freedom and Events listed below.
    CLICK HERE FOR MORE INFORMATION:
    https://linktr.ee/sexyfreedommedia

    Support the show "Buy us a coffee"
    https://www.buymeacoffee.com/Helofajo...
    https://www.buymeacoffee.com/januarylidl

    **Want to start your own podcast? We love using Buzzsprout! Following the link in the show notes let's Buzzsprout know we sent you, gets you a $20 credit if you sign up for a paid plan, and helps support our show. https://www.buzzsprout.com/?referrer_...

    Support the show

    Finding the best help for your financial freedom journey - Expert Edition Episode 2

    Finding the best help for your financial freedom journey - Expert Edition Episode 2

    Today, we discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentially negatively impact your finances.

    Dr. Jay Zigmont’s mission in life is to help people to learn how to live their best life and achieve financial freedom. He is a Certified Financial Planner completing his Education (minimum of a Bachelors Degree), Experience (minimum of 6000 hours), Examination and Ethics. This covers a broad training in the areas of Comprehensive Financial Planning: Financial Planning, Insurance Planning & Risk Management, Investment Planning, Tax Planning, Retirement Planning & Employee Benefits, and Estate Planning.

    Dr. Jay Zigmont's site:   https://childfreewealth.com/

    Support the show

    ---

    Check Intentional Style here: https://www.intentionalstylesuite.com/

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

    Get my book Smart Money

    1. Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money

    1. Niching Down to Book Out Your Finance Business with Acquania from The Purpose of Money

    Welcome to Finance Client Acquisition – Simple Sales Systems for WOC Finance Experts. 

    In this first episode, I’m talking to money expert and past client, Acquania Escarne. She’s the creator and founder of The Purpose of Money, a platform that teaches women how to build generational wealth $1 at a time.

    Acquania is a financial coach, hotel owner, podcast host, and life insurance producer. She is committed to helping people find financial freedom and build wealth. 


    In this episode:


    • Generational wealth: what Acquania does and who she works with
    • Being a woman of color and educator in the finance industry
    • Finetuning your offer and messaging as a WOC money expert
    • Scaling and building a team to support you and your vision
    • Being on the right social platforms to sell your offers
    • Acquania’s advice for other WOC finance experts that are getting started


    Resources and Links


    Book a free consultation with Acquania HERE

    Book a free consultation with Ro at: calendly.com/financevaro/15min

    Do you want sales strategies sent straight to your inbox? Sign up HERE

    Curious to learn more about working 1:1 with Ro? Click HERE

     

    Connect with Acquania

    Instagram: @thepurposeofmoney

    Website: thepurposeofmoney.com

     

    Connect with Ro

    Instagram: @fmcbyro

    Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.

    Support the show

    Introducing: Finance Client Acquisition – Simple Sales Systems for WOC Money Experts

    Introducing: Finance Client Acquisition – Simple Sales Systems for WOC Money Experts

    The  Finance Client Acquisition Podcast helps WOC money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.

    I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and know it needs to change. That’s why my mission is to show you simple strategies you can use as a WOC finance expert to expand your reach, change the status quo, and make real MONEY.

    My mission is to have more Women of Color as financial industry leaders. Period. 


    Resources and Links


    Book a free consultation with Ro at: calendly.com/financevaro/15min

    Do you want sales strategies sent straight to your inbox? Sign up HERE.

    Curious to learn more about working 1:1 with Ro? Click HERE

     

    Connect with Ro

    Instagram: @fmcbyro




    Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.

    Support the show

    A Cuppa with Sarah Reimann, Certified Business Advisor, Financial Expert, Professional Speaker

    A Cuppa with Sarah Reimann, Certified Business Advisor, Financial Expert, Professional Speaker

    Sarah Reimann was a high school dropout at 15, overcame domestic violence, depression, divorce and drug abuse all by the time she was 20. and has gone  on to forge a professional career and is now a sought after business advisor, financial expert and speaker.

    On this episode of A Cuppa with The Con Versationalist, Sarah shares her inspiring story.

    After 15 years as a qualified tax accountant and business owner, she knows and understands the challenges business owners face with managing staff, juggling all the balls and keeping up a healthy lifestyle.

    Now, as a Certified Business Advisor, Financial Expert and Motivational Speaker, Sarah provides consulting and training to business owners and teaches them how to understand the story behind their numbers, so they have the strategies and control they need to reduce stress and make smart business decisions.

    3:25   Sarah shared her story domestic violence

    7:21   The important life lessons she learnt.  How her experience, whilst not pleasant, gave her resilience and the power of perspective.

    11:39  Sarah shared her 'mid life' crisis and what lead her to follow her true passion and calling.

    14:05  The regular, common problems she sees and the importance of systematizing.

    15:45 Understanding your numbers, particularly cash flow and profit to help business owners with decision making

    18:50   The importance of defining your market.

    20:00  Strategic planning, goal setting and budgets.  Do your team know and understand your business  mission and vision?  Having your team on board lead to better overall outcomes.  Sarah shared the staggering number of businesses that don't have clearly defined goals!

    25:00   The importance of self care and making sure you schedule time away to work on the the  business and recharge your batteries.  The dangers of micro management.

    29:00   Is your business saleable?  Are personal brands saleable.  Sarah shared her thoughts.

    36:00   Financial literacy in our youth.  The dangers of easy credit, Afterpay, Zip Pay.  Where financial literacy should start.

    For more information about Sarah and her work, head to her website at  https://www.sarahreimann.com.au/ .  You can also follow her on her social media channels.

    Ep 64 Changing the Perspective About Money with Nicholle Overkamp

    Ep 64 Changing the Perspective About Money with Nicholle Overkamp

    Nicholle Overkamp, MBA, ChFC® is the founder & CEO of Wilcox Financial Group and PowHERhouse Money Coaching. She’s also the co-author of the best-selling book, Money Bitch! A No-BS Guide for Smart Women Who Want to Own Their Financial Future.

    As a personal finance expert and business coach for women, Nicholle's financial prowess was put to the test after a boating accident left her husband in a coma. Becoming her husband’s caretaker and guardian forced Nicholle to adapt her business model to accommodate this new role.

    Navigating this experience fueled her commitment to empowering women with the money skills they need to be successful no matter what life throws at them.

    “It’s about setting boundaries, having discipline, and knowing you’re worth every dollar you invest in yourself, your future, and your life.”

    CONNECT WITH NICHOLLE:

    RESOURCES MENTIONED:

    Money Bitch! A No-BS Guide for Smart Women Who Want to Own Their Financial Future

    CONNECT WITH MANDY:

    Kitcaster Podcast Agency 
    Grow your personal and business brand voice by getting booked on podcasts through Kitcaster!

    Buzzsprout - Let's get your podcast launched!
    Start for FREE

    Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

    Support the show

    WORK WITH MANDY


    E92: Marcia Bateson-The Humanity in Success

    E92: Marcia Bateson-The Humanity in Success

    As part of the TAP Series, we are presenting this week, the Chair of The President's Circle, Marcia Bateson.


    Marcia has close to three decades of experience in strategic, leadership and managerial, roles for corporations and not-for profit organizations. Since 2002, Marcia has worked with top organizations, not-for-profits and Fortune 50 financial firms. She advises on strategy, organizational redesign, business, operational and financial solutions to major issues and guides toward risk-mitigated implementation.

    As CFO for JPMorgan Partners Marcia overhauled its outdated infrastructure and integrated 6 acquisitions while keeping the division fully operational. She served as COO of JPM’s Asset Management  where she re-engineered the business and financial infrastructure - which increased profit by 2.5X on flat revenue. When JPM sold Securities Services to BoNY, as COO, she managed the transfer of $1T  in securities, 800 clients, and 800 professionals.

    Marcia graduated from Vassar College phi beta kappa. She currently serves on multiple boards including NR-International, The Regional Plan Association, Holton-Arms School, Ceres Presidents Council, and she is active in the investment community in New York City.

    Learn more about Marcia and TAP at:

    MARCIA BATESON (theaccelerationproject.org)

    Please leave a review or send us a Voice note letting us know what you enjoyed at:

    Back2Basics reconnecting to the essence of YOU (podpage.com)

    Follow us on IG and FB @Back2BasicsPodcast

    How to make vital financial decisions when your brain is offline with Molly Ward, CFP, founder of Well Lived Wealth

    How to make vital financial decisions when your brain is offline with Molly Ward, CFP, founder of Well Lived Wealth

    You will learn about...

    • [02:50] What influenced Molly growing up that formed her attitudes both towards money and her career path
    • [06:20] How Molly ended up having a career in finance
    • [10:12] Why Molly started her own business, Well Lived Wealth
    • [14:01] Advice for taking charge of your finances in an independent way
    • [16:04] What each of the four money scripts are
    • [22:14] Strategies for developing good financial habits
    • [25:44] Tips for approaching conversations related to finance when you are dating
    • [28:32] Tips on merging finances when you're getting married
    • [34:12] Motherhood and tips on teaching children about finances
    • [39:38] Molly's daily routine
    • [42:09] Steps to take to overcome a difficult season  in life when you have not prepared financially
    • [44:48] Molly's most rewarding aspects of her job
    • [48:47] Advice that you can apply in your own career

    Learn more about Well Lived Wealth HERE

    For show notes click HERE

    Connect with Madeline & Becca HERE

    Follow us HERE

    If you enjoyed this episode it would mean the world to us if you could leave a review for The Madeline and Becca Podcast on iTunes HERE

    If you are interested in being a guest on our show or have topics you would like us to highlight, please email us: info@madelineandbecca.com

    On The Madeline & Becca Podcast, we chat with leading women from a variety of industries about their career journeys and how they developed professional self-confidence. 

    Produced by Madeline and Becca 

    Are you an Emotional Spender?-The Keys to Developing Financial Wisdom

    Are you an Emotional Spender?-The Keys to Developing Financial Wisdom
    In today’s show we will be discussing Financial Wisdom with Niina Bagdasar. The New Year is the perfect time to get your financial house in order and set your goals and intentions for the coming year. My guest today is a financial expert who will share her knowledge and wisdom to help us learn the basic skills and tools we need to overcome the challenges we all face in becoming good financial managers. She is a financial coach and CFP who helps people understand and clear their limiting beliefs about money and then to develop concrete strategies to manage their money and develop their wealth. She will share with us 10 simple strategies to use to increase your money management skills.
    Logo

    © 2024 Podcastworld. All rights reserved

    Stay up to date

    For any inquiries, please email us at hello@podcastworld.io