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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Pre-Class Podcast
Essentials of Corporate Financial Management podcasts have been recorded by Kevin Boakes of Kingston University. These podcasts accompany the textbooks Essentials of Corporate Financial Management and Corporate Financial Management by Glen Arnold, which are published by Pearson Education.
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The Dentist Money™ Show | Financial Planning & Wealth Management
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The Dentist Money™ Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Your Life Simplified: A Financial & Wealth Management Podcast
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Your Life Simplified: A Financial & Wealth Management Podcast
Mariner Wealth Advisors
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
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Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health
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Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health
Ashley Hodge, Certified Financial Planner
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
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Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |
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Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |
Deborah Williams
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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Your Life Simplified: A Financial & Wealth Management Podcast
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History of the Financial Markets: A Look Back at the Last 100 Years
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In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#372: How to Maximize Your Outcome in a DSO Deal
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If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side…
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#371: Fan Favorite – 2022 Financial Benchmarks Are In!
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Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart financial decisions. On this episode of the Dentist Money™ Show, Ryan and Matt examine Dentist Advisors’ year-end data for client averages for income, net worth, debt reduction, and more. How do you stack up as you advance on your …
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#370: What Dentists Want to Know — Listener Q&A #29
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Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too. Does the “4% Rule” still work for retirees? On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt illustrate how the 4% Rule is used. Plus, they explain the scary side of kids’ education accounts and where real estate fits…
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Your Life Simplified: A Financial & Wealth Management Podcast
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Reaching Your Financial Goals & New Year’s Resolutions
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To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year’s resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#369: Creating a Powerful Brand for Your Practice
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When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s the problem with that approach … without a core brand you look just like everyone else. On this episode of the Dentist Money™ Show, Ryan welcomes Grace Rizza, CEO of Identity Dental Marketing, to discuss how branding create…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#368: How to Create an “Investment Grade” Practice
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Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Produ…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#367: Could it Make Sense to Downsize Your Practice?
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You’re a clinical virtuoso but really don’t enjoy the business side. Adding to your team or working at multiple locations adds revenue but also stress. Plus, it takes you away from what you really love about dentistry. On this episode of the Dentist Money™ Show, Ryan welcomes Kiera Dent of the Dental A Team to talk about how to rightsize your pract…
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Financial Management (FM) magazine
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Future of finance: A beyond-the-numbers focus on people, process
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The themes of sessions at the Future of Finance Summit, which concluded earlier this month in Austin, Texas, were global in nature: talent development, transformation of the finance function, and managing amidst uncertainty. There was, however, one comment from a speaker that stood out to Andrew Harding, FCMA, CGMA, chief executive–Management Accou…
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#366: What Financial Indicators Should You Track?
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Want to know how to prevent unexpected money woes? To ensure you’re following a healthy strategy, make sure you track these financial indicators. On this episode of the Dentist Money™ Show, Ryan and Matt highlight Elements scores that quickly help you understand your financial health. There will always be uncertainty on the road to financial freedo…
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Your Life Simplified: A Financial & Wealth Management Podcast
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Navigating Financial Conflicts Between Spouses Part 2
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#365: 5 Signs It Could Be Time to Fire Your Advisor
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Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s time to find a new advisor. On this episode of the Dentist Money™ Show, Ryan, Matt, and Amanda talk about why a dentist might not be satisfied with their advisor. The good news is they also explain how to find one who can provide the s…
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Your Life Simplified: A Financial & Wealth Management Podcast
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Navigating Financial Conflicts Between Spouses Part 1
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic of financial challenges between spouses including divorce, overspending and how wealth advisors and clients can communicate during this difficult time.…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#364: The FTX Crypto Collapse and What We Learned
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There’s a degree of uncertainty and potential for loss that comes with every investment. But some come with much greater risk—and you need to know why. On this episode of the Dentist Money™ Show, Ryan and Matt expose some of the issues that led to the FTX crypto exchange collapse, which scammed even elite firms. It’s a reminder of what we all shoul…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#363: Real Talk with Rabih: Diversified Portfolios
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You’ve made a long-term commitment to dentistry. You also need to approach your investments with the same in-it-for-the-long-haul attitude. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih take a close look at portfolio diversification. How does it work and why does it help—and what does career longevity have to do with your invest…
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding interest, investments and financial pla…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#362: Here’s What You Need to Know About Bonds
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No matter where you are in your investing career, bonds offer low risk and benefits—like income and capital preservation—that you need to understand. Bonds often don’t get enough attention, despite being an essential investment vehicle. On this episode of the Dentist Money™ Show, Ryan, Matt, and Rabih look at bonds and the role they might play in e…
In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings Accounts and the 5 benefits of having one.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#361: How to Quickly Increase Your Purchasing Power
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Would you like to level the playing field when competing with big DSOs? Start by joining with thousands of practices to improve your purchasing power. On this episode of the Dentist Money™ Show, Ryan and John Stamper discuss how Dental Whale offers dentists a central place to shop, to learn more about technology, and to join with other practices to…
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Your Life Simplified: A Financial & Wealth Management Podcast
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Getting the Most Out of Open Enrollment
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In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#360: Don’t Be Frightened By Estate Planning
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When you hear “estate planning” what do you think? It’s only for the wealthy? Or, maybe it makes you consider your own mortality, which you don’t care to do. If you’re delaying yours, know this: each dentist needs an estate plan. On this episode of the Dentist Money™ Show, Ryan and Matt look at estate planning basics, plus some life complexities th…
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Your Life Simplified: A Financial & Wealth Management Podcast
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Five Financial Decisions That Could Haunt You
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#359: The Market Is a Casino—But You Are the House
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Is putting money into stocks more like gambling than investing? While there are those who believe that’s true, seasoned investors will explain how investing over a long period skews the expected outcome in favor of the investor. On this episode of the Dentist Money™ Show, Ryan and Matt illustrate how you can alter your investment odds to come out a…
Description: In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#358: Join the Fight Against Oral Cancer
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Close to 54,000 Americans will be diagnosed with oral cancer this year. By encouraging patients to add a simple oral cancer screening light exam with their traditional head and neck oral exam, you can help reduce that number. On this episode of the Dentist Money™ Show, Ryan talks with Amber Young of OralCancerCause.org about oral cancer and why the…
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Your Life Simplified: A Financial & Wealth Management Podcast
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The Emotional Side of Financial Decision Making
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In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss how financial decision making can be tied to emotion and why it is important to make logical decisions when managing your finances.Av Mariner Wealth Advisors
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#357: The Journey of a Dental Industry Entrepreneur
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Starting a business may be easier than ever before. Not much stands in the way of a dentist who believes they have the golden solution to a unique problem. But while startup obstacles are few, numerous roadblocks remain. On this episode of the Dentist Money™ Show, Ryan talks with Vivik Kinra about hurdles he has faced as he builds two new dental so…
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#356: Why Facial Aesthetics Are Trending at Dental Practices
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Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are becoming increasingly popular and helping dentists add to their bottom line. On this episode of the Dentist Money™ Show, Ryan talks with Sally Bevans, VP at Sinclair Viora, who details why dentists and…
On this episode, Ashley comments on the current state of financial markets, including rising interest rates, inflation, and recessionary pressures that are building. He also shares timely information from thought leaders in the industry. shares information from some of the thought leaders he respects…
