Logo

    finance

    Explore "finance" with insightful episodes like "338) Blending Continuous Learning and Digital Innovation in the Financial Industry", "50- Peut-on tous devenir rentiers ? - Dorine et Cyril (Les investisseurs sereins)", "Recession? That’s When You Need to Attack", "Private Equity vs. Public Health with Eileen O’Grady" and "Real Estate Investor Brian Grimes Traded Hoop Dreams For Finance on the NYMEX Floor" from podcasts like ""Banking on Digital Growth", "1- La Bonne Fortune", "21 Hats Podcast", "America Dissected" and "365 Brothers - Listening to Black Men"" and more!

    Episodes (100)

    338) Blending Continuous Learning and Digital Innovation in the Financial Industry

    338) Blending Continuous Learning and Digital Innovation in the Financial Industry

    In this episode of the Digital Growth Journeys series, James Robert Lay and Natalie VanderVegt, Member Outreach and Engagement Manager at Salal Credit Union, discuss the importance of continuous learning and adaptation in the financial industry, amidst digital transformations.  


    Through engaging in Digital Growth University, Natalie’s team found that technology augments rather than replaces human capabilities, encouraging a culture of learning and problem-solving. Their discussion highlights that investing in learning is crucial for long-term growth, similar to making a financial deposit for future returns.


    In enhancing member service at credit unions, Natalie and James Robert explored the intersection of human expertise and technology. They propose creating replicable yet personalized training programs, possibly facilitated by AI tools like Chat GPT, to uphold a high standard of member service while improving operational efficiency. Through this blended approach, they foresee a promising path toward addressing challenges and leveraging digital tools to better serve members and foster a culture of continuous growth.


    Join us as we discuss:


    -Augmenting vs. replacing when it comes to automation and AI. (13:32)


    -Training and education for bank and credit unions leaders. (19:29)


    -Using AI language models in education and finance. (25:08)


    You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here

    50- Peut-on tous devenir rentiers ? - Dorine et Cyril (Les investisseurs sereins)

    50- Peut-on tous devenir rentiers ? - Dorine et Cyril (Les investisseurs sereins)

    Vous rêvez d'une transition fluide de la vie salariale à celle d'investisseur rentier ? Vous êtes au bon endroit !


    Dans cet épisode incontournable, j'accueille Dorine et Cyril, les voix derrière le podcast à succès "Les Investisseurs Sereins". 


    Ces deux cadres ont brillamment réussi à transformer leur vie financière et vous dévoilent leurs secrets.


    Au menu de cet épisode :

    1. Leur voyage inspirant : De la vie de cadres à celle d'investisseurs autonomes.
    2. Premiers pas dans l'investissement : Comment ont-ils commencé et quelles leçons en ont-ils tirées ?
    3. Stratégies gagnantes : Découvrez les tactiques qui les ont conduits vers une indépendance financière.
    4. Écueils à éviter : Les erreurs courantes dans la transition vers l'investissement rentier et comment les éviter.
    5. La puissance de la sérénité : Comment une approche calme et réfléchie a été leur plus grand atout.
    6. Visions d'avenir : Que réserve le futur pour les investisseurs sereins ?

    Dorine et Cyril partagent des pépites d'informations, des anecdotes personnelles et des conseils pratiques qui vous guideront dans votre propre voyage vers la liberté financière.

    Que vous soyez un salarié cherchant à diversifier ses revenus ou un investisseur aguerri, cet épisode est déjà un incontournable. 


    Ismaël


    PS: Toute les deux semaines, nous echangeons sur les opportunités "en or" avec des experts, obtenir des analyses exclusives et accélérer notre réussite financière. Et ça se passe dans la communauté privée



    Voici les références de cet épisode : 

    - Le podcast de Dorine et Cyril 



    LIENS UTILES : 


    📕 Télecharger l'Ebook "Devenir un investisseur heureux : Les 6 marches vers la fortune" 


    👪 Découvrir la communauté 


    ✉️ S'inscrire à la newsletter de La Bonne Fortune (grauitement) 


    🎧 Me rejoindre sur Linkedin  

    Recession? That’s When You Need to Attack

    Recession? That’s When You Need to Attack
    This week, in episode 148, Paul Downs, Sarah Segal, and Laura Zander discuss how they think about the possibility of recession: Do they proceed with planned hires? Do they continue to spend on marketing? Do they look for unexpected opportunities? In addition, Sarah, having recently taken back ownership of her PR firm, asks Paul and Laura how they pay themselves, how much cash they keep on hand, and whether they think she should expand her offerings to include digital marketing. Plus: Laura, who’s acquired several businesses over the years, explains what she looks for, how she decides how much to pay, and why she’s come to see acquisitions as necessary for the survival of Jimmy Beans Wool. As usual, all three owners are remarkably generous about sharing their thinking and even their numbers.

    Private Equity vs. Public Health with Eileen O’Grady

    Private Equity vs. Public Health with Eileen O’Grady

    Across the country, healthcare chains have been buying hospitals up like properties on a Monopoly board — changing their names and shuttering hospitals in rural communities. What’s driving this? The corporate influence on healthcare. Private equity firms with no expertise in healthcare have gotten into the game of consolidation, too, buying up clinics, healthcare companies, and community hospitals and stripping them for their parts. Abdul talks about the consequences and interviews Eileen O’Grady, a researcher and organizer who’s been on the front lines of exposing it.

    Real Estate Investor Brian Grimes Traded Hoop Dreams For Finance on the NYMEX Floor

    Real Estate Investor Brian Grimes Traded Hoop Dreams For Finance on the NYMEX Floor

    A conversation on the floor of the New York Mercantile Exchange while he was an undergraduate student at Columbia University changed Brian Grimes' life. After graduating from Columbia in 2011, he embarked on a career in Financial Planning at AXA Advisors before transitioning to high net worth asset management at Bridgewater Advisors. In 2015, he launched his own real estate development company in his home town of Philadelphia. He's gone on to gut and renovate over 300 rental properties across the country using the BRRRR strategy.

     

    He founded the 24/7 Cash Flow University to teach students how to create passive income and escape their 9-5 desk job. Through his 100Key$ Master Class, Brian teaches students how to acquire, full-gut renovate and stabilize cash flowing rental property portfolios.

     

    He lives in the Bronx with his wife, Zila Acosta-Grimes and two sons, Brian III and Tomas.

     

    More info at https://workwithgrimes.com/cashflow50596073

     

    Brian's Instagram


    Instagram @365brothers

    Are you our next guest? - Let's talk.

    Support us!   365 Brothers on Patreon


    Check out Alitu for more ease editing, polishing and publishing your podcast.

    About this podcast: In each episode, a Brother reflects on his life; explores the experience of being a Black man in America; shares his interactions with law enforcement; and answers the signature question "If America was a woman, what would you say to her? You won't find a collection of conversations with Black men like this anywhere else. Hear their wisdom. Be inspired.

    Host, Rahbin Shyne, is an author, educator, creative and avid half-marathon walker. https://365brothers/linktree

    Sequence Vitamins formulated by Dr. Greg Hall specifically for the supplement needs of African Americans. Take advantage of the 20% discount available to 365 Brothers listeners for a 90-day supply.

    Special thanks to our earliest and consistent supporters, Sonji Walker, Abigail Gonzalez, William C. Hamilton, Jr. and Shedrick Sanders.

    Leading to Execute: Mielle Organics’ Monique Rodriguez

    Leading to Execute: Mielle Organics’ Monique Rodriguez

    An extreme funding gap exists for Black female entrepreneurs who, in 2021, received merely 0.34% of the total venture capital spent in the U.S. in the first half of the year, according to Crunchbase. And while more concerted efforts to diversify capital allocation have come out of these jarring figures, the community of adequately funded Black female founders remains incredibly small.


    On this episode, we speak with one of the select few Black female founders who got her funding. In 2021, Monique Rodriguez, founder and CEO of Mielle Organics, broke the glass ceiling for Black female founders, inking a nine-figure, non-controlling investment deal with Berkshire Partners. She shares how she turned her passion for women’s health and a nursing background into a global beauty business, and discusses how her atypical path into entrepreneurship became her biggest asset. Then, host Carla Harris sits down with Monique to discuss the obstacles and opportunities that lie ahead for her as a leader at this pivotal juncture of scaling Mielle. And Carla draws upon leadership insights from her latest book, Lead to Win.


    https://www.morganstanley.com/what-we-do/inclusive-innovation-and-opportunity

     

    Disclaimer text

    The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

     

    This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    © 2022 Morgan Stanley & Co. LLC, Members SIPC.

    Finances - Personally with Economist Dr. Mike Arnold

    Finances - Personally with Economist Dr. Mike Arnold
    Description: The thing about personal finance is that there are a lot of experts, most of whom don’t agree. To zoom in on the topic, this episode of All the F Words features economist Mike Arnold, who spent years teaching Economics at UC Berkeley, was a consultant in the banking industry, and now teaches at the Fromm and Osher Lifelong Learning Institutes. We talk about the stock market, the relationship between inflation and interest rates, whether it’s still the best idea to try to buy a house, and what some of the big myths are when it comes to personal finance.

    Follow us on social media @allthefwordspod

    Write to us! allthefwordspod@gmail.com

    Discourse: Where Ideas Meet

    Fromm Institute Winter Session 2023

    Managing Friendships: Bullying, Toxic friends + Exclusion

    Managing Friendships: Bullying, Toxic friends + Exclusion

    If you are in a workplace environment, a school setting, or a tertiary institution or work with or around people, you NEED to listen to this episode! Tune in to hear Mary speak about her experience with exclusion and bullying, her personal and researched tips to combat and face bullies, ways you can encourage and promote positive friendships, and more!

    Let us know if you enjoyed the episode by giving a review and rating the podcast 5 stars! It takes 10 seconds of your time and it means the world!

    Don't forget to subscribe to this podcast and hit the notification bell so you'll always be in the know about how to succeed in your studies and life.

    For more study tips and tricks, check out our Instagram @allthingseducation21

    Stay educated everyone!

    Support the show

    Building Credit for Immigrants

    Building Credit for Immigrants

    A recent survey commissioned by Nova Credit found that nearly half of immigrants said a U.S. credit card is hard to obtain. Without a credit card or any type of credit history to their name, immigrants are likely to find themselves identified as “credit invisible” and unable to establish their financial identities. On this episode, we learn from those with firsthand experience navigating the American credit system as immigrants and how they’re channeling lessons-learned into solutions that are making the pool of creditworthy people more inclusive.

    Host Carla Harris is in conversation with Wemimo Abbey and Samir Goel, two business partners who were inspired by their own immigrant-centered upbringings to break down the barriers that not having a credit score poses. Through their company Esusu, Wemimo and Samir developed technology that shares monthly rent payments with the three major credit bureaus, expanding the types of reportable data used to help immigrants build their credit score.

    https://www.morganstanley.com/what-we-do/inclusive-innovation-and-opportunity

    Disclaimer text

    The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

    This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    © 2022 Morgan Stanley & Co. LLC, Members SIPC.

    PFM #31: A Passion Filled Life Workshop | Learn our exact blueprint to a passionate love affair with your spouse

    PFM #31: A Passion Filled Life Workshop | Learn our exact blueprint to a passionate love affair with your spouse

    Passion should be at the heart of every marriage.  Show hosts Troy and Marddi Rahn discuss marriage, sex, faith, finances, family and health in their trademark blunt and honest nature.  They discuss past failures in marriage and successes to help you condense time and fast track you to a marriage filled with passion!

    In this episode we discuss our specific blueprint we have used for the last 10 years in our upcoming workshop to help you create a passion filled year...no matter when you start it!

    https://www.apassionfilledmarriage.com/pfl-webinar-registration

    Comment investir intelligemment ? Yoann Lopez, fondateur de Snowball.xyz

    Comment investir intelligemment ? Yoann Lopez, fondateur de Snowball.xyz

    Cette semaine mon invité est Yoann Lopez, fondateur de la newsletter à succès Snowball et auteur de L'effet Snowball, édité par Eyrolles. 


    Dans cet épisode d'Azzzap, enregistré pendant l'été, nous allons voir avec Yoann quelles sont les 2 ou 3 choses à savoir pour investir et gérer son portefeuille :


    👉 Pourquoi est-il important d'investir le plus tôt possible ? 

    👉 Comment adapter mes investissements à mes priorités et à ma personnalité ? 

    👉 Sur quel support investir pour commencer ?

    👉 Quels sont les investissements auxquels on ne pense jamais ? 


    Bonne écoute !


    Photo de la pochette : par Emmanuel Louisy-Gabriel — Travail personnel, CC0, https://commons.wikimedia.org/w/index.php?curid=124425900

    ---------

    Donnez-moi votre avis sur Azzzap : https://forms.gle/NwBTjE6eRqxv7sAz7 

    ---------
    Ma newsletter 📝 Morale de l'Histoire :


    J'analyse les personnages historiques et je me pose toujours la même question : comment font-ils ?


    🎁 Téléchargez l'eBook « 5 grands stratèges de l'Histoire analysés » offert aux abonné(e)s


    📩 Un mail tous les jeudis 9 h 00


    👉  https://www.moraledelhistoire.com
    ---------

    ✨N'oubliez pas ! Si ce podcast vous plaît, parlez-en autour de vous ! Et notez-le sur votre application de podcast préférée !

    ----------

    Rejoignez-moi sur Linkedin : http://bit.ly/azermati

    ----------

    🙏Les samples utilisés (merci aux créateurs !) pour la création de cet épisode :  

    Tension Orchestra Chords de Frankum : https://freesound.org/people/frankum/sounds/320498/    

    A Passion Filled Marriage Episode 28: The #1 Cause of Divorce...Commitment??

    A Passion Filled Marriage Episode 28:  The #1 Cause of Divorce...Commitment??

    Passion should be at the heart of every marriage.  Show hosts Troy and Marddi Rahn discuss marriage, sex, faith, finances, family and health in their trademark blunt and honest nature.  They discuss past failures in marriage and successes to help you condense time and fast track you to a marriage filled with passion!

    In this episode we discuss a surpising topic that according to multiple studies is the #1 cause of divorce...Commitment.  What do think getting married is??  Listen to our thoughts and solutions to this issue!  

    www.apassionfilledmarriage.com

    What is Web3? And how will it affect Finance?

    What is Web3? And how will it affect Finance?
    In today’s episode we will look at Web3. What is it and how is it different from web1 and web2?

    These questions and more will be answered by our guest is Rasmus Risager Lindegaard, product manager at the Grow Colony at Lunar bank. Rasmus will explain this interesting new phenomenon, while covering what decentralized finance is and its connection to web3.

    Your host is Mikkel Svold, CEO of Montanus, who will guide you through this interesting topic.

    This podcast is produced by Montanus. http://www.montanus.co

    Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE

    Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE

    Do you want to Build your OWN Economy? Do you want to be part of the 3% of income earners who pay NO FEDERAL INCOME TAX? Come listen to this week's episode of Ask the PLANMAN as we speak with David A. Perez, CEO of Tax Plan Experts. Mr. BYOE helps hyper-growth business owners achieve freedom using unique business & tax strategies.

    Contact David!

    (956) 200-3699

    david@davidaperez.com

    Contact Bruce!

    info@asktheplanman.com

    Call us at 844-Planman

    Text PLANMAN to (321)421-5213

    www.asktheplanman.com

    Assurer les « actes de Dieu » (avec Ernst Rauch)

    Assurer les « actes de Dieu » (avec Ernst Rauch)

    Dans le jargon de l’assurance, certains cas de force majeure sont appelés « Acts of God » - Les Actes de Dieu. Ce concept englobe des événements qui échappent à la maîtrise et à l’activité humaines, à l’image des catastrophes naturelles. Or, ces dernières années, force est de constater qu’en raison des Actes des Hommes, ces Actes de Dieu sont de plus en plus fréquents, à tel point que la question de leur assurance est devenue un enjeu majeur.  


    Dans ce nouvel épisode de 2050 Investors, Kokou Agbo-Bloua aborde cette problématique en analysant comment le secteur de l’assurance doit s’adapter pour relever ce défi. Il peut compter sur M. Ernst Rauch, Chef du service scientifique sur le climat et la géologie de Munich Re, pour l’aider dans son enquête.   


    Crédits : Présentation et écriture : Kokou Agbo-Bloua. Édition : Julien Moity et Vincent Nickelsen. Conception et production : Emmanuel Minelle, Radio K7 Creative. Production exécutive : Fanny Giniès. Réalisation : Antoine Larcher, Marc Valenduc. Traduction : Nathalie Magne. Musique : Rone. Création graphique : Cédric Cazaly.


    Bien que le podcast traite des marchés financiers, il ne recommande aucune décision d’investissement particulière. Si vous n’êtes pas certain du bien-fondé d’une décision d'investissement, veuillez consulter un professionnel. 

    Les inconnues connues de l’inflation (avec Albert Edwards)

    Les inconnues connues de l’inflation (avec Albert Edwards)

    Une inflation forte, c’est le talon d’Achille des banques centrales. Mais la hausse des prix actuelle est-elle conjoncturelle ou structurelle ? En quoi est-elle liée aux priorités en matière de transition énergétique et de changement climatique ? 


    Dans ce nouvel épisode de « 2050 Investors », Kokou Agbo-Bloua analyse les conséquences de l’inflation sur les marchés financiers, mais aussi sur notre société.


    Crédits : Présentation et écriture : Kokou Agbo-Bloua. Édition : Julien Moity et Vincent Nickelsen. Conception et production : Emmanuel Minelle, Radio K7 Creative. Production exécutive : Fanny Giniès. Réalisation : Antoine Larcher, Marc Valenduc. Traduction : Nathalie Magne. Musique : Rone. Création graphique : Cédric Cazaly.


    Bien que le podcast traite des marchés financiers, il ne recommande aucune décision d’investissement particulière. Si vous n’êtes pas certain du bien-fondé d’une décision d'investissement, veuillez consulter un professionnel. 


    A Passion Filled Marriage Episode 9: Why your spouses love language matters

    A Passion Filled Marriage Episode 9:  Why your spouses love language matters

    Passion should be at the heart of every marriage.  Show hosts Troy and Marddi Rahn discuss marriage, sex, faith, finances, family and health in their trademark blunt and honest nature.  They discuss past failures in marriage and successes to help you condense time and fast track you to a marriage filled with passion!

    www.apassionfilledmarriage.com

    45- Le marketing relationnel, un vrai bon plan ? Fabien Arel et Dominique Saut

    45- Le marketing relationnel, un vrai bon plan ? Fabien Arel et Dominique Saut

    Qui n'a jamais entendu parler des boites tupperware ?


    Le business model de cette entreprise historique s'est construit sur le marketing de réseau.


    Quel est la différence entre le multilevel marketing, le marketing relationnel ou le marketing de réseau ?


    Peut on vraiment réussir dans ces entreprises qui promettent parfois monts et merveilles ?


    Comment choisir et reconnaitre les boites sérieuses ?


    Robert Kiyosaki et d'autres l'évoquent comme une activité pouvant changer litterallement notre vie...


    C'est aujourd'hui tout cela que j'ai le plaisir d'aborder dans cette émission de La Bonne Fortune avec Dominique Saut (fondateur de Devellopement Global)  et son associé Fabien Arel.


    Que vous souhaitez réaliser une reconvertion professionnelle, un simple complément d'activité ou si vous êtes comme moi, simplement curieux, cet épisode est fait pour vous.


    Bonne écoute.


    Ismaël


    👇 Dans cette émission, nous avons évoqué : 👇   

    Découvrir et/ou rejoindre Développement Global  


    Linkedin de Dominique Saut
    Linkedin de Fabien Arel
     

    Le site de BusinessForHome.org 



    Me retrouver sur Linkedin


    LIENS UTILES : 

    📕 Télecharger l'Ebook "Devenir un investisseur heureux : Les 6 marches vers la fortune" 

    🎁 Recevoir un cadeau

    ✉️ S'inscrire à la newsletter de La Bonne Fortune (grauitement)

    🔓 Rejoindre le groupe privé facebook de La Bonne Fortune 

    📚 La bibliothèque entière pour investir

    🎙️ Retrouver La Bonne Fortune sur la plateforme de ton choix

    🎧 Me rejoindre sur Linkedin