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Congrats Not Yet

Congrats Not Yet

<p>🚨 Just landed your “first client”? Hold up… not so fast. 🚨</p><p>Here’s the real deal from our latest Bookkeepers on Fire episode 🎙️👇</p><p>✨ 3 Hot Truths:</p><p>💸 Prospect ≠ Client → Until there’s 💵 on the table (and a signed engagement letter), you’ve got a maybe, not a client.</p><p>🍔 Fries Still Cost Extra → Minimum pricing is non-negotiable. You don’t get a discount just because you don’t eat the fries.</p><p>🤖 Transactions vs. Transformation → Are you a keystroke-counter (AI bait) or the advisor who changes lives?</p><p><br>🎧 Catch the full episode where we spill the sarcasm and the strategy → #Bookkeep...

4 min

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2025 November 19

Keep or Cut the Amex Platinum? What New Perks Mean for Frequent Travelers

Keep or Cut the Amex Platinum? What New Perks Mean for Frequent Travelers

<p>The Platinum Card® from American Express announced that its annual fee just went up. Learn how to decide if the new credits, perks, and lounge access are worth it.</p> <p>Is the Amex Platinum worth its higher annual fee? How do you maximize new statement credits without lifestyle creep? Hosts Sally French and Meghan Coyle discuss the Amex Platinum’s updated perks, including dining, hotel credits, and streaming, to help you understand whether its perks outweigh the new $895 annual fee. But first, they break down the latest travel headlines, including a limited-time Chase Sapphire Preferred restaurant promotion, a Hil...

33 min

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2025 September 18

Big Tips!  Nikki Glaser's SNL Hosting Tips and John Mulaney's guides to LA and NYC

Big Tips! Nikki Glaser's SNL Hosting Tips and John Mulaney's guides to LA and NYC

Johnny Mac recaps Nikki Glaser's recent appearance on Seth Meyers and her upcoming SNL monologue. John Mulaney offers tips for first-time LA visitors and reflects on his time in New York. Stephen Colbert discusses his journey from the Colbert Report to The Late Show and the impending end of his show. Adam Sandler is praised for his dramatic role in Uncut Gems and critiques his past films. The Moontower Comedy Festival lineup is announced, including notable comedians like Albert Brooks and Mark Maron. Additionally, the New York Comedy Festival features shows by John Starks, Mark Normand, and Joe List. Jimmy...

13 min

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2025 November 10

EEUU bajará la vivienda para introducir $20 billones en la economía

EEUU bajará la vivienda para introducir $20 billones en la economía

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Quieres minar bitcoin fácilmente desde casa? Everminer es la solución. Con ellos puedes invertir en terahashes por el mundo y recibir sats directamente en tu monedero. Mira los escenarios de rentabilidad y mina BTC fácilmente. Usa este enlace: https://bit.ly/everminer </p> <p>Si quieres comprar bitcoin, te recomiendo que uses Bull Bitcoin, la platafor...

17 min

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2025 November 12

Podcasts

Wantrepreneur to Entrepreneur | Start and Grow Your Own Business
Bookkeepers On Fire with Deb & Donna
Metcalf Money Moment the Podcast
Daily Comedy News with Johnny Mac
Smart Travel: Upgrade Your Getaways
Simply Money
Building Better CMOs and Marketing Leaders
Un Podcast Sobre Bitcoin
Ask About Wealth
Matt Brown Show - Conversations That Power The Business World.
Budget 2026 - New Tax Rules, New Opportunities

Budget 2026 - New Tax Rules, New Opportunities

<p>Book Your 1:1 Consultation & Financial Plan</p><p>https://linktr.ee/askaboutwealth</p><br><p>Get Unbiased Expert Property Guidance</p><p>https://www.askaboutproperty.ie/</p><br><p>In this episode of the Ask About Wealth Podcast, we dive into the 2026 budget with a focus on high earners and business owners. Key topics include income tax, changes to entrepreneurial relief, updates on research and development allowances, deemed disposal rates, and benefits of electric vehicles (EVs).</p><br><p>We also discuss the impact of VAT rate changes on the hospitality sector. Learn how these aspects of the budget will...

18 min

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2025 October 14

Connecting Marketing to Growth, with Wayfair CMO Paul Toms

Connecting Marketing to Growth, with Wayfair CMO Paul Toms

<p>Full transcript⁠⁠⁠⁠⁠⁠</p> <p>⁠⁠⁠⁠⁠⁠Watch this interview on YouTube⁠⁠⁠⁠⁠⁠</p> <p>—</p> <p>Wayfair CMO Paul Toms got some advice from the company’s first marketing boss, which he still uses all the time: “Nobody cares about anything that happened before today. All we care about is that we make the smartest decision today… It lets you just engage in the present and in solving for the future without over-rotating on a prior decision." Paul has spent nearly 19 years at Wayfair, starting when the company had about 100 employees. Today, he oversees five brands across four countries, and leads marketing for a $12 billion business that's expanded i...

56 min

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2025 November 5

Communities Beat Gurus

Communities Beat Gurus

<p>💡 Ever thought you needed a QuickBooks mentor to finally “get it”?</p><p>Here’s the truth (with a little tough love): nobody can make you learn. You’ve got to do the work. But the right communities can absolutely change the game.</p><p><br>✨ Here’s the real scoop:</p><p>🚀 F1 was my first mentor → yup, that little help key taught me more than I ever expected.</p><p>🎥 YouTube University FTW → Hector Garcia & Veronica Wasek mentored me for years before they even knew I existed.</p><p>🤝 Communities beat gurus → you’ll learn faster (and cheaper) by surrounding yourself...

6 min

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2025 November 14

Agentic AI and Emotional Connection with Noha Abdalla, CMO of Choice Hotels

Agentic AI and Emotional Connection with Noha Abdalla, CMO of Choice Hotels

<p>Full transcript⁠⁠⁠</p> <p>⁠⁠⁠Watch this interview on YouTube⁠⁠⁠</p> <p>—</p> <p>“Sometimes when you get to a fork in the road and you have to decide, am I going to stay in this job or take this new job? … It can feel like the weight of the world on your shoulders to make that decision,” says Noha Abdalla, CMO of Choice Hotels. “[But] each path is going to lead you somewhere else and you're going to learn something new. And so take the burden off a little bit or the weight of that decision off and pick something and learn from it...

50 min

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2025 September 24

Ep 15 - Executive Edge: Understanding Elite Employee Benefits

Ep 15 - Executive Edge: Understanding Elite Employee Benefits

<p>Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise to demystify elite employee benefits. They explore powerful tools such as deferred compensation, ESOPs, stock options, and HSAs, offering clear and practical strategies to help corporate executives and high earners optimize their financial plans. Whether you’re aiming to minimize taxes or grow your retirement savings, this episode delivers insights to inspire confidence and clarity on your wealth-building journey.</p><p>IN THIS EPISODE: </p>(00:00) Opening(01:08) Let’s focus on execu...

31 min

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2025 July 30

🔴 Bookkeepers On Fire | Live with Matt Tait

🔴 Bookkeepers On Fire | Live with Matt Tait

<p>Bookkeepers are DONE playing small. 🔥</p><p>In our latest Bookkeepers on Fire episode, Deb and Donna sat down with Matt Tait of Decimal – a “recovering attorney” turned multi-business founder who's blowing up the traditional firm model and turning bookkeeping into a scalable, lifestyle-friendly business opportunity.</p><p>Here’s a taste of what we got into 👇</p><p>💥 Stop building yourself a job. Most firm owners stay stuck “doing the work” instead of building a business. Matt breaks down why founders should NOT be the ones in the GL…and what to focus on instead.</p><p>🧠 Cleanups, pricing & boundaries (aka...

35 min

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2025 November 18

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian pull up a booth at your favorite Saturday morning diner—where three strangers each worth around $3 million reveal just how wildly different financial lives can look. Meet Jim, a newly retired corporate lifer trying to make his nest egg last; Maria, a successful business owner staring down a big liquidity event; and Chris, a laid-back heir with a taste for risky bets. Despite similar net worths, their challenges—and mindsets—couldn't be more different.</p> <p>The guys break down three key financial stressors: market headlines, long-t...

37 min

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2025 November 10

Stop Wasting Time (and Miles): Points vs. Cash Tools for Easier Booking

Stop Wasting Time (and Miles): Points vs. Cash Tools for Easier Booking

<p>Confused by points vs. cash? Discover how to stretch your miles further and save on your next trip.</p> <p>Should you use points or cash for your next flight? How do you find award availability that’s worth booking? Hosts Sally French and Meghan Coyle dig into points redemption and partner programs to help you understand when it makes the most sense to redeem miles, when to pay cash, and how to surface real award seats without the spreadsheet headache. But first, they break down the latest travel headlines, including Marriott credit card limited-time offers, the European Union’s ne...

33 min

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2025 October 1

Get Your Tax Back By Investing In EIIS

Get Your Tax Back By Investing In EIIS

<p>Book Your 1:1 Consultation & Financial Plan</p><p>https://linktr.ee/askaboutwealth</p><br><p>Get Unbiased Expert Property Guidance</p><p>https://www.askaboutproperty.ie/</p><br><p>Understanding the Employment Investment Incentive Scheme (EIIS)</p><br><p>In this episode of the Ask About Wealth podcast we discuss the Employment Investment Incentive Scheme (EIIS). We delve into what EIIS tax breaks entail, the varying rates of tax relief, and the intricacies of investing in EIIS funds.</p><br><p>This episode provides essential insights for investors looking to make informed decisions about EIIS investments and understand the broader...

50 min

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2025 October 21

Jay Leno - the worst guy who ever lived - takes care of his wife and does charity events

Jay Leno - the worst guy who ever lived - takes care of his wife and does charity events

Johnny Mac discusses Jay Leno's extensive experience in late-night comedy and his personal life, including caring for his wife with dementia. Jimmy Kimmel talks about his suspension and reflections on his show. Stephen Colbert shares his struggles with anxiety and passion for work. Gianmarco Soresi addresses the complexities of language in comedy and his journey in the entertainment industry. The New York Comedy Festival features performances by notable comedians like Aziz Ansari and Louis CK. <br /><br />Become a supporter of this podcast: https://www.spreaker.com/podcast/daily-comedy-news-with-johnny-mac--4522158/support.<br /><br />Contact John at John@thesharkdeck dot com <br /><br...

11 min

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2025 November 15

MBS942 - AI-Powered Gamification: Turning Data into Daily Wins with Olga Karanikos

MBS942 - AI-Powered Gamification: Turning Data into Daily Wins with Olga Karanikos

<p>Send us a text</p><p>In this episode of The AI Advantage, Matt sits down with Olga Karanikos, Chief Marketing Officer at SalesScreen, the AI powered sales gamification platform helping teams stay motivated, engaged, and data driven.<br/><br/>Olga shares how gamification psychology can transform sales performance, from celebrating small wins to keeping teams focused on activity level KPIs. She and Matt explore the critical role of data visibility, why many sales leaders still measure the wrong metrics, and how AI can surface insights before performance dips too far.<br/><br/>The conversation also dives into leadership...

24 min

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2025 October 25

MBS946 - Skye Blanks on the Future of Small Business and AI’s Global Impact

MBS946 - Skye Blanks on the Future of Small Business and AI’s Global Impact

<p>Send us a text</p><p>In this episode of The AI Advantage, Matt Brown speaks with Skye Blanks, CEO of the International Council for Small Business (ICSB), about how AI and digital innovation are transforming entrepreneurship around the world. <br/><br/>From micro-enterprises in Africa to global partnerships in Singapore, Skye shares how access, infrastructure, and trust will determine which businesses thrive in the AI age — and why humane entrepreneurship must stay at the centre of it all.</p><p>Support the show</p>

29 min

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2025 October 25

MBS948-From Hype to Habit: What Businesses Get Wrong About AI

MBS948-From Hype to Habit: What Businesses Get Wrong About AI

<p>Send us a text</p><p>In this episode of The AI Advantage, Matt Brown sits down with Waseem Ali, CEO of Rockborne, to discuss how businesses can balance innovation with governance in the age of AI. <br/><br/>From the pitfalls of poor data quality to the hype around generative AI, Waseem breaks down what real AI adoption looks like — and why culture, not technology, determines success. <br/><br/>They explore the staggering 95% failure rate of AI projects, the role of leadership in safe experimentation, and how the next generation of workers can thrive by learning to augment, not...

20 min

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2025 November 19

Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money

Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money

<p>The 2025 tax cuts are not just changes; they are transformations that will impact your estate tax, standard deduction, and tax planning strategies. Join hosts Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they unpack the One Big Beautiful Bill Act (OBBBA), signed into law in 2025. This episode delves into critical updates, including higher estate tax exemptions for the ultra-wealthy, expanded standard deductions for retirees, and new deductions for business owners. Discover how 2025 tax reform estate planning can optimize your financial future, whether you're saving for retirement, managing a business, or planning your legacy. Tune in for...

26 min

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2025 October 22

Travel More, Stress Less: How to Build a Financial Plan That Funds Your Adventures

Travel More, Stress Less: How to Build a Financial Plan That Funds Your Adventures

<p>Learn how to plan travel without derailing your long-term finances or your retirement goals.</p> <p>How can you plan travel without throwing off your long-term financial goals? How do you budget for a dream sabbatical without wrecking your savings? Hosts Sally French and Meghan Coyle discuss how to afford meaningful travel while keeping your financial future on track. But first, they break down the latest travel headlines, including United Airlines expanding Starlink Wi-Fi to its Boeing jets, American Airlines launching a new mid-tier credit card, JetBlue extending elite status and adding Family Tiles, Bilt’s new mortgage-points partnership wi...

44 min

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2025 October 22

MBS955-Brand, Soul, and the Work You Actually Want with Lesley Holmes

MBS955-Brand, Soul, and the Work You Actually Want with Lesley Holmes

<p>Send us a text</p><p>In this episode, Matt sits down with Lesley Holmes, founder and CEO of Beneath the Gloss, to explore why entrepreneur health is a business strategy. </p><p><br/>Lesley shares her personal transformation and how it shaped a practice that blends brand building, leadership coaching, and human performance. The conversation digs into calm nervous systems as a foundation for creativity, how a leader’s energy ripples through a team, and why a tiny epic business can fund a big simple life. <br/><br/>Matt and Lesley unpack practical ways to use AI as a su...

39 min

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2025 November 19

1305: This Founder Built an "Agentic CFO" to Help Small Businesses Win w/ Chris Dargin

1305: This Founder Built an "Agentic CFO" to Help Small Businesses Win w/ Chris Dargin

<p>Ever feel like you’re flying blind with your business finances? You’re not alone. In this episode, we sit down with Chris Dargin, founder and CEO of Echelor, a groundbreaking startup building an "agentic CFO" powered by AI. Chris shares his incredible journey from the Navy and working in the trades to building a tech solution that provides real-time financial intelligence to the backbone of our economy: blue-collar businesses. This episode is a masterclass in identifying a real-world problem and taking swift, decisive action to solve it with cutting-edge technology. You'll learn how AI can augment, not replace, huma...

34 min

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2025 November 19

How Leaders Raise the Bar, with Moët Hennessy USA SVP Regan O'Kon

How Leaders Raise the Bar, with Moët Hennessy USA SVP Regan O'Kon

<p>Full transcript⁠⁠⁠⁠</p> <p>⁠⁠⁠⁠Watch this interview on YouTube⁠⁠⁠⁠</p> <p>—</p> <p>One simple piece of advice has had a “profound impact” on Moët Hennessy USA SVP Regan O'Kon’s career: “Don't let tasks take over.” “We are all guilty of letting tasks take over, every single day,” Regan says. “You might have to create a PowerPoint, you might have to put a checklist on your annual planning milestone. You might have to have a huge cross-functional meeting, you might have to present to the board … [but] the most important thing is your team and your ability as a leader to remove barriers and let them g...

48 min

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2025 October 8

WHY did Amy Schumer delete her Instagram posts? The word Joe Rogan can't say! AND Kill Tony Comic BOMBS

WHY did Amy Schumer delete her Instagram posts? The word Joe Rogan can't say! AND Kill Tony Comic BOMBS

Johnny Mac tackles recent events including Joe Rogan's widely discussed mispronunciation of 'ethanol' as 'ethanol' on his podcast, which drew a wave of viewer comments and even an article from Newsweek. Amy Schumer's mysterious Instagram purge and subsequent post showing off her new weight were also highlighted, with speculations on the reasons behind her actions.<br /><br />Louis CK spoke to The Wall Street Journal about his new novel, revealing feedback from friends like Chris Rock.<br /><br />Shane Gillis recounted a humorous encounter with NFL star Micah Parsons at a Super Bowl party. Billboard praised Josh Johnson's notable debut...

14 min

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2025 November 17

1304: How to Create Scroll-Stopping Content That Builds Your Brand w/ Adam Belmont

1304: How to Create Scroll-Stopping Content That Builds Your Brand w/ Adam Belmont

<p>Ever feel like your brand’s incredible story is trapped inside your head? Adam Belmont, the founder of A to B Strategies, is here to show you how to unleash it. After 15 years in the big agency world, Adam took the leap into solopreneurship to help brands of all sizes create “scroll-stopping” campaigns that forge genuine connections with customers. This episode is a masterclass in modern communications, breaking down how to think like a PR pro even if you’re just starting out. You’ll learn why authenticity is your greatest asset, how to create your own newsworthy moments, and why em...

32 min

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2025 November 18

Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz

Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz

<p>Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes. </p><p>Join Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they host Eva Deniz to explore how estate planning transforms with Wealth.com. Learn how financial advisors can streamline the creation of revocable trusts, wills, and other estate planning documents, making the process more intuitive and cost-effective. Learn to navigate emotional hurdles and ensure your plan mirrors your expectations.</p><p>What you will Learn in this Episode:</p><p> How Wealth.com en...

21 min

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2025 October 8

MBS952-How to Lead When the World Is Changing Fast — with Helen Gibson MBE

MBS952-How to Lead When the World Is Changing Fast — with Helen Gibson MBE

<p>Send us a text</p><p>In this episode, Matt Brown sits down with Helen Gibson MBE to explore leadership, courage, and human connection in an AI-driven world. Helen shares lessons from 25 years working in global conflict zones and explains why authentic, human-to-human leadership matters now more than ever. <br/><br/>They unpack her new book Go for Goosebumps and why sustainable change starts with people, not technology.</p><p>Support the show</p>

30 min

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2025 November 19

Amy Schumer marital problems? Trevor Noah special, Mualney beer, Gaffigan can't stop hawking

Amy Schumer marital problems? Trevor Noah special, Mualney beer, Gaffigan can't stop hawking

Sketch Fest is back for  its 23rd year with a series of star-studded events from January 15th to February 1st. This year's festival celebrates a 'Kids in the Hall' 30th anniversary, honors the women of SNL, and features over 200 shows with 500 performers<br /><br />The episode t also touches on John Mullaney's new non-alcoholic beer, Jim Gaffigan's inability to stop hawking product, and Amy Schumer's reported marital issues, along with updates on Kevin Hart and Kenan Thompson's new sports talk show, and Trevor Noah's upcoming YouTube special.<br /><br />Become a supporter of this podcast: https://www.spreaker.com/podcast/d...

12 min

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2025 November 19

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian dig into Goldman Sachs’ bold prediction that the S&P 500 will hit 7,600 by 2026. But does this forecast actually mean anything for your financial plan? They explain why making decisions based on Wall Street predictions could derail your long-term goals. Plus, hear how high-net-worth investors can use strategies like direct indexing and buffered ETFs to protect against taxes and inflation. They also break down the looming tax impact of mutual fund capital gains distributions, how new credit card rules might hit your rewards, and why using your va...

38 min

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2025 November 14

Did SNL Cast ice Nikki Glaser?  Did Sebastian Maniscalco release the worst comedy trailer of all time?

Did SNL Cast ice Nikki Glaser? Did Sebastian Maniscalco release the worst comedy trailer of all time?

Johnny Mac discusses Eddie Murphy's aversion to funerals despite paying for several, including for Buckwheat,  Redd Foxx and Rick James. The host also critiques Sebastian Maniscalco's latest trailer, labeling it as hacky and graceless. Gossip Corner highlights Nikki Glaser's awkward SNL appearance, suggesting she might have bombed, supported by Johnny's own DVR review. Shane Gillis' controversial performance in San Francisco is also dissected along with Jim Gaffigan's positive Variety feature. Johnny closes by discussing an innovative trivia-comedy show and a humorous incident involving Catherine Ryan calling David Beckham a controversial term.<br /><br />Become a supporter of this podcast: https://w...

17 min

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2025 November 12

El derrumbe marca el principio de un patrón repetido desde hace 60 años

El derrumbe marca el principio de un patrón repetido desde hace 60 años

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Quieres minar bitcoin fácilmente desde casa? Everminer es la solución. Con ellos puedes invertir en terahashes por el mundo y recibir sats directamente en tu monedero. Mira los escenarios de rentabilidad y mina BTC fácilmente. Usa este enlace: https://bit.ly/everminer </p> <p>Si quieres comprar bitcoin, te recomiendo que uses Bull Bitcoin, la platafor...

18 min

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2025 November 5

The Future of the Irish Property Market

The Future of the Irish Property Market

<p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://linktr.ee/askaboutwealth</p><br><p>Get Unbiased Property Guidance and a Free Consultation</p><p>https://linktr.ee/ask.about.property</p><br><p>You can learn more about Gavin here: </p><p>https://gavinjgallagher.com/</p><br><p>In this episode of the Ask About Wealth Podcast, we welcome back Gavin J Gallagher, a seasoned property investor, coach, and mentor, as well as the presenter of the Behind the Facade podcast. We discuss significant changes coming to the property market, including the impact of the nationwide Rent...

42 min

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2025 November 4

China acusa a EEUU de robar 127.000 bitcoin

China acusa a EEUU de robar 127.000 bitcoin

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos: https://albertomeraupsb.substack.com/</p> <p>¿Quieres minar bitcoin fácilmente desde casa? Everminer es la solución. Con ellos puedes invertir en terahashes por el mundo y recibir sats directamente en tu monedero. Mira los escenarios de rentabilidad y mina BTC fácilmente. Usa este enlace: https://bit.ly/everminer</p> <p>El monedero que te recomiendo si quieres autocustodiar tu bitcoin: Bitbox Usa este enl...

17 min

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2025 November 17

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore the hidden ways that wealth buys freedom—and where it absolutely doesn’t. From buying back your time to avoiding toxic environments, high-net-worth families are realizing the true value of their money isn’t just growth… it’s liberation. But what about the stress, mental clutter, and family drama that even millions can’t solve? Bob and Brian dig deep into why peace of mind takes more than a fat investment account. Plus, a $32 trillion shift toward alternative investments, and why the IRS might love your mutual...

38 min

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2025 November 10

Favorite Client Fails

Favorite Client Fails

<p>💸 Favorite clients can still fail… and it’s not your fault.</p><p> Sometimes, tough love is the best kind of bookkeeping.</p><p>🔥 Here’s the hard truth we don’t like to admit:</p><p>☕ Starbucks ≠ Sales. If your client spends more than they sell, no spreadsheet magic can fix it.</p><p>💳 Loans for payroll? That’s not strategy, that’s survival mode (with interest).</p><p>🚪 No sales, no business. A website doesn’t pay the bills—customers do.</p><p><br>At the end of the day, you can love your client… but you can’t fund their denial. Sometimes...

6 min

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2025 November 7

Ep 13 - The Business of Planning: Financial Strategies for Business Owners

Ep 13 - The Business of Planning: Financial Strategies for Business Owners

<p>Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you out of the game? Whether you're just starting to think about retirement planning or already navigating the complexities of being a business owner, this episode is for you.</p><p>In this episode, hosts Jeb, Ethan, and Eric dive into the three key types of clients they serve at Metcalf Partners. While they support emerging affluent individuals and those nearing retirement, today’s conversation focuses on t...

30 min

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2025 June 25

How to Start an Irish Property Portfolio

How to Start an Irish Property Portfolio

<p>Are you interested in securing a mortgage for an investment property with a premium broker? Ask About Wealth has partnered with several of Ireland's top brokers. If you'd like to be introduced to one, you can submit a request here: https://xep6a7it4qk.typeform.com/to/M04SxRkt</p><br><p>In this episode, we explore how property investment has historically been a major wealth creator in Ireland and its potential to continue this trend in the future. Analysing recent data from the Central Bank of Ireland, we examine the substantial rise in property values and rental...

21 min

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2025 August 25

1298: The 5 Levels of Digital Operations That Separate Amateurs from Pros w/ Michael Greenberg

1298: The 5 Levels of Digital Operations That Separate Amateurs from Pros w/ Michael Greenberg

<p>Tired of feeling like you're brute-forcing your business to the next level? In this episode, serial entrepreneur and digital operations expert Michael Greenberg breaks down the single biggest differentiator between businesses that stall and those that scale to 8-figures and beyond: the flywheel effect. Michael demystifies the buzzwords, offering a clear, step-by-step framework to build a rock-solid operational foundation. He reveals the five levels of digital maturity, the crucial difference between AI and automation, and why you can’t use a “chainsaw” (advanced tech) until you’ve mastered the “axe” (manual processes). This episode is a masterclass in strategic thinking, pr...

32 min

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2025 November 12

1299: Franchising's Top Expert Reveals the 5 Unstoppable Industry Trends w/ Cliff Nonnenmacher

1299: Franchising's Top Expert Reveals the 5 Unstoppable Industry Trends w/ Cliff Nonnenmacher

<p>Ready to trade your 9-to-5 for a scalable empire? In this powerhouse episode, we're joined by franchising legend Cliff Nonnenmacher, who demystifies the world of franchising and provides a no-nonsense blueprint for building wealth. Cliff pulls back the curtain on what it really takes to succeed, from financing your first location for explosive growth to working ON your business, not IN it. This isn't your typical high-level chat; it's a granular, tactical masterclass for anyone who wants to leverage a proven system to achieve financial freedom. Cliff's journey from selling golf balls at age eight to scaling multiple franchise...

38 min

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2025 November 13

Race To The Bottom

Race To The Bottom

<p>🚨 Stop scrolling. Let’s talk about why you’re stuck in analysis paralysis instead of building your business.</p><p>Too many new bookkeepers are:</p><p>🤯 Comparing prices to $200 “McBookkeeping” shops (spoiler: it’s a race to the bottom)</p><p>📝 Counting transactions instead of transforming clients’ businesses (transactional = cheap, transformative = premium 💎)</p><p>🌐 Obsessing over websites instead of landing actual clients (newsflash: your first five don’t care about your homepage 🚫)</p><p><br>💡 The truth? You’re not competing with bargain-bin vendors. You’re building something bigger. Premium. Impactful. You.</p><p><br>🔥 Stop waiting. Stop copying. Start transforming.</p><p>🔥 Join...

6 min

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2025 November 12

MBS951-Talk to Your Data: The AI Tools Transforming Retail Operations

MBS951-Talk to Your Data: The AI Tools Transforming Retail Operations

<p>Send us a text</p><p>In this episode of The AI Advantage, Matt Brown sits down with Michele (Majka) Salerno, Chief Growth Officer at Celerant Technology, to explore how AI is transforming real-world retail.<br/><br/>Michele breaks down how Celerant is helping independent and mid-market retailers compete with big-box giants through practical AI tools that actually save time and drive sales. From an AI-powered “Talk to SQL” agent that lets retailers query their data in seconds, to predictive product recommendations, SEO-trained content suites, and automated review responses, Celerant is redefining what efficiency and personalization look like on the...

27 min

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2025 November 19

La amenaza cuántica afecta al precio de bitcoin

La amenaza cuántica afecta al precio de bitcoin

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Quieres minar bitcoin fácilmente desde casa? Everminer es la solución. Con ellos puedes invertir en terahashes por el mundo y recibir sats directamente en tu monedero. Mira los escenarios de rentabilidad y mina BTC fácilmente. Usa este enlace: https://bit.ly/everminer </p> <p>El monedero que te recomiendo si quieres autocustodiar tu bitcoin: Bitbox<br /> Us...

17 min

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2025 November 4

Simply Money presented by Allworth Financial

Simply Money presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask the question every long-term investor should be thinking about right now: while the headlines fixate on the Fed, are we focusing on the wrong thing? Plus, what a major move involving a Cincinnati-based company can teach us about handling company stock. Career expert Julie Bauke also joins to explain why helping your kids prepare for a career has never been more complicated—and what really matters in an AI-driven world. And don’t miss answers to your biggest financial questions, from capital gains strategy to whethe...

38 min

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2025 November 19

Define Audit Again

Define Audit Again

<p>🚨 Ever had an insurance provider, mortgage broker, or workers comp auditor throw around the word “audited” like it’s free candy? </p><p>🍬 Spoiler alert: it’s not the same thing we mean in accounting.</p><p><br>Here’s the real talk:</p><p><br>🔹 Audited ≠ Audited – Capital “A” audit means third-party, deep dive, $15K+ bill 💸 … small “a” audit means “does this look okay?” 👀</p><p>🔹 Push Back – When they demand “audited” statements, ask them who’s paying. (Hint: not you, unless they’ve got $15,000 burning a hole in their pocket) 🔥</p><p>🔹 Clarity Wins – Most of the time, they just want standardized financials. Send your year-end...

4 min

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2025 November 9

Louis CK quit standup...but he's back with a new style

Louis CK quit standup...but he's back with a new style

Johnny Mac highlights a profile of Louis CK, discussing his return to comedy with a new book and reflections on his career. Johnny also shares anecdotes about Nikki Glaser's techniques for dealing with nerves, an awkward audience interaction, and Tim Minchin's controversial comments about marital fidelity. The episode wraps up with mentions of upcoming comedy specials by Charlie Berens and Theo Von, reactions to the New York Comedy Festival, and a bizarre story about Bill Maher's pre-show habits.<br /><br />Become a supporter of this podcast: https://www.spreaker.com/podcast/daily-comedy-news-with-johnny-mac--4522158/support.<br /><br />Contact John at John@thesharkdeck...

11 min

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2025 November 16

1301: How an Ex-Hacker Who Roomed with Whitey Bulger is Revolutionizing Small Business with Automation w/ Robert Yeager

1301: How an Ex-Hacker Who Roomed with Whitey Bulger is Revolutionizing Small Business with Automation w/ Robert Yeager

<p>What do you get when you combine a genius-level IQ, elite computer skills, and a hustler’s spirit forged in federal prison? You get Robert Yeager. In this powerful episode, Rob shares his incredible journey from a notorious hacker to the founder of Fusion Data Company, an innovative firm that builds custom AI and automation solutions for small businesses. This isn't just a story about technology; it's a masterclass in resilience, opportunity-spotting, and the art of problem-solving. Rob’s story will show you how to leverage every part of your life—the good and the bad—to build a business...

32 min

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2025 November 15

MBS954-Own Your Narrative Personal Branding for AI Era Leaders with Judy Schramm

MBS954-Own Your Narrative Personal Branding for AI Era Leaders with Judy Schramm

<p>Send us a text</p><p>Matt Brown chats with Judy Schramm, founder and CEO of ProResource, about why a strong CEO brand matters more than ever in the AI era. <br/><br/>Judy breaks down how leaders earn trust in a world flooded with AI-generated content, the signals that actually build credibility, and why authenticity outperforms hype. They explore platform strategy, evidence-based thought leadership, and the role of the CEO as an “embedded influencer” inside a growing company.</p><p>Support the show</p>

26 min

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2025 November 19

Simply Money Presented By Allworth Financial

Simply Money Presented By Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian ask: What happens when the Federal Reserve is flying blind? With key October data potentially lost due to the government shutdown, Allworth CIO Andy Stout weighs in on what that means for rate decisions and market volatility heading into 2026. Plus, they walk you through the brand-new retirement contribution limits, the blind spots in portfolios of high-net-worth investors, and whether it’s time to rethink dividend reinvestments and lump sum investing. Finally, what to do with that year-end bonus before it disappears on a new iPhone.</p><p>...

39 min

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2025 November 18

How to Make Every Trip More Meaningful — Without Spending More (w/ Expedia’s “Powering Travel” Host Elisabeth Goodridge)

How to Make Every Trip More Meaningful — Without Spending More (w/ Expedia’s “Powering Travel” Host Elisabeth Goodridge)

<p>Learn how you can make travel more meaningful without overspending or missing out on authentic experiences.</p> <p>How do you plan a vacation that feels “worth it” without overspending? What’s the smartest way to turn bank points into long-haul premium flights? Hosts Sally French and Meghan Coyle discuss how to design trips that maximize satisfaction and meaning without paying top dollar. But first, they break down the latest travel headlines, including United and JetBlue’s Blue Sky partnership, Delta adding Crunchyroll to seat-back entertainment alongside free Wi-Fi, and what Travis Kelce’s investment in Six Flags could mean for a...

33 min

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2025 October 29

El ratio bitcoin-oro que marcará el futuro del dinero

El ratio bitcoin-oro que marcará el futuro del dinero

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Te interesa la posibilidad de financiar tu vida con bitcoin, sin tener que venderlo? Mírate Firefish para obtener préstamos entre particulares respaldados con bitcoin. Y si tienes un extra de efectivo, también puedes usar su plataforma para rentabilizarlo. Usa el código UPSB o este enlace: https://firefish.io/?ref=upsb</p> <p>Si quieres comprar b...

17 min

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2025 November 11

¿Puede bitcoin sobrevivir al plan de Scott Bessent?

¿Puede bitcoin sobrevivir al plan de Scott Bessent?

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos: https://albertomeraupsb.substack.com/</p> <p>¿Te interesa la posibilidad de financiar tu vida con bitcoin, sin tener que venderlo? Mírate Firefish para obtener préstamos entre particulares respaldados con bitcoin. Y si tienes un extra de efectivo, también puedes usar su plataforma para rentabilizarlo. Usa el código UPSB o este enlace: https://firefish.io/?ref=upsb </p> <p>Si quieres comprar bitcoin...

16 min

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2025 November 19

Michael Che slays former SNL intern on Instagram

Michael Che slays former SNL intern on Instagram

Johnny Mac dives into a caper involving a former Saturday Night Live intern who accused showrunner Lorne Michaels of causing high turnover and creating a toxic work environment.  Johnny also talks about Eddie Murphy's celebrated SNL return, Josh Johnson's new comedy set releases, Kathy Griffin's third facelift, Louis CK's reflections post-scandal, and a quirky list from AOL of comedians people had crushes on from the 1960s to 2000s.<br /><br />Become a supporter of this podcast: https://www.spreaker.com/podcast/daily-comedy-news-with-johnny-mac--4522158/support.<br /><br />Contact John at John@thesharkdeck dot com <br /><br /><b>Thanks to our sponsors!</b><br...

12 min

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2025 November 18

El cambio que explica por qué los bitcoiners están vendiendo

El cambio que explica por qué los bitcoiners están vendiendo

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Te interesa la posibilidad de financiar tu vida con bitcoin, sin tener que venderlo? Mírate Firefish para obtener préstamos entre particulares respaldados con bitcoin. Y si tienes un extra de efectivo, también puedes usar su plataforma para rentabilizarlo. Usa el código UPSB o este enlace: https://firefish.io/?ref=upsb</p> <p>El monedero que te re...

17 min

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2025 November 6

1303: Why Revenue Operations is Your Biggest Untapped AI Opportunity w/ Rafsan Bhuiyan

1303: Why Revenue Operations is Your Biggest Untapped AI Opportunity w/ Rafsan Bhuiyan

<p>Tired of simply chatting with AI? It’s time to put it to work. In this episode, we move beyond basic chatbots and dive deep into the world of agentic AI—intelligent systems that don't just talk, they act. This conversation is a masterclass for any entrepreneur looking to leverage cutting-edge technology to automate processes, accelerate sales, and create a seamless customer experience. Our guest, Rafsan Bhuiyan, founder and CEO of OrionQ, brings his powerhouse experience from leading AI initiatives at T-Mobile and CarMax to show you how to transform everyday interactions into measurable business growth. Get ready to lear...

33 min

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2025 November 17

Llegan las primeras quiebras: ¿Se repetirá el criptoinvierno de 2022?

Llegan las primeras quiebras: ¿Se repetirá el criptoinvierno de 2022?

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:<br /> https://albertomeraupsb.substack.com/ </p> <p>¿Te interesa la posibilidad de financiar tu vida con bitcoin, sin tener que venderlo? Mírate Firefish para obtener préstamos entre particulares respaldados con bitcoin. Y si tienes un extra de efectivo, también puedes usar su plataforma para rentabilizarlo. Usa el código UPSB o este enlace: https://firefish.io/?ref=upsb</p> <p>Si quieres comprar b...

16 min

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2025 November 10

Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel

Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel

<p>When it comes to navigating the complexities of trust administration, having the right team in place is essential. On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric welcome Randy Kimmel from BOK Financial Advisor Trust Services for an in-depth discussion about corporate trustees. Together, they cover everything from handling special assets and dynasty trusts to maintaining family harmony and managing trustee duties with clarity and confidence. If you’re looking for practical insights on wealth management and securing your family’s financial future, this episode offers valuable guidance.</p><p>IN THIS EPISODE: </p>(00:00) Trust documents and e...

22 min

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2025 September 10

AI Travel Pricing Is Here: How Airlines and Hotels Could Quietly Raise Your Rates

AI Travel Pricing Is Here: How Airlines and Hotels Could Quietly Raise Your Rates

<p>Learn how AI may raise your travel prices and what to watch for before you book your next trip.</p> <p><br></p> <p>Before the Nerds delve into the surprising ways AI can affect your travel booking, hosts Tess Vigeland (covering news this week for host Meghan Coyle) and Sally French kick things off by covering the latest travel headlines, including pre-Thanksgiving travel deals from Hyatt, Norwegian Cruise Line, and Expedia. They also preview potentially record-setting Thanksgiving crowds, explain what the FAA’s terminated flight-reduction order means for your itinerary, unpack Apple’s new digital ID for TSA chec...

55 min

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2025 November 19

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive deep into the AI investment craze that’s dominating headlines. Are we too late to cash in? Or is this just the beginning of a new economic era? They break down the hype, the risks, and the smarter way to invest—without trying to pick a winner. Plus, why international investing may deserve another look, a fresh update on the real estate market, and how to break out of financial decision paralysis. Finally, your listener questions on giving, planning, and the fear of running out—even w...

38 min

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2025 November 6

Is Early Retirement Possible With FIRE?

Is Early Retirement Possible With FIRE?

<p>Book Your 1:1 Consultation & Financial Plan</p><p>https://linktr.ee/askaboutwealth</p><br><p>Get Unbiased Expert Property Guidance</p><p>https://linktr.ee/ask.about.property</p><br><p>You can learn more about Michael and the F.I.R.E. movement here</p><p>https://www.firepodcast.ie/</p><br><p>In this episode of the Ask About Wealth Podcast, we welcome Michael Houghton, a prominent figure in the FIRE (Financial Independence Retire Early) movement.</p><br><p>Michael shares his personal journey to becoming financially independent through strategic saving and investing. He talks about initial struggles...

50 min

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2025 October 28

1296: From Meta Strategist to AI Founder (Without Writing a Single Line of Code!) w/ Eric Levine

1296: From Meta Strategist to AI Founder (Without Writing a Single Line of Code!) w/ Eric Levine

<p>Tired of generic AI outputs and complex business strategies that go nowhere? In this episode, we sit down with Eric Levine, a former strategy leader at Meta who is revolutionizing how we approach business planning. Eric shares why most businesses are using AI in its most elementary form and reveals the untapped potential for automating deep, strategic work. This episode is a masterclass for any entrepreneur who wants to move beyond basic prompts and use AI to create powerful, actionable strategies that drive real growth. Eric breaks down how he, as a non-technical founder, built his own sophisticated AI...

31 min

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2025 November 10

Enjoy the Halloween Travel Boom Without Getting Scared by Prices (Video Episode)

Enjoy the Halloween Travel Boom Without Getting Scared by Prices (Video Episode)

<p>In this special video episode, watch Sally brave haunted attractions and reveal the surprising rise of Halloween vacations.</p> <p><br></p> <p>Is Halloween travel worth the money right now? Which fall travel deals are worth your time? Watch hosts Sally French and Meghan Coyle discuss how Halloween became a peak travel moment and what it really costs — and see how Sally reacted to some of this year’s scariest attractions — so you can plan smarter and still get your thrills. But first, they break down the latest travel headlines, including limited-time Hilton card welcome offers, Hilton’s Q4 “1,500...

30 min

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2025 October 8

From Candy to Credit with Natasha Madan of Intuit Credit Karma

From Candy to Credit with Natasha Madan of Intuit Credit Karma

<p>"If you don't drive, you will be driven," says Natasha Madan, the head of marketing at Intuit Credit Karma. "You have to play offense, you cannot be playing defense." That leadership philosophy has helped Natasha navigate from marketing candy brands at Nestlé to building Prime's brand strategy at Amazon, and now helping millions of people make financial progress. She believes marketers struggle to connect brand marketing with growth marketing, creating a gap that limits their impact. Today on Building Better CMOs, she and Marketing + Media Alliance CEO Greg Stuart discuss why marketing needs to bridge brand and performance, how u...

52 min

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2025 November 19

1302: This is what made me quit. But it also changed my businesses forever...

1302: This is what made me quit. But it also changed my businesses forever...

<p>Ever pride yourself on being the one who gets things done? The person clients can always count on to deliver, no matter what? In this Solo Sunday episode, Brian pulls back the curtain on a hard-learned lesson he calls “The Finisher’s Trap” — the dangerous paradox where the very skill that makes you valuable at the start becomes the single biggest obstacle to scaling your business. Brian shares a pivotal, life-changing story from a snowy Christmas Eve back in 2013 that forced him to confront this reality. This episode is a must-listen for any founder who feels like they’re the bottle...

18 min

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2025 November 16

The Future of Irish Pensions: Auto-Enrolment, Property & PRSAs

The Future of Irish Pensions: Auto-Enrolment, Property & PRSAs

<p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://askaboutwealth.ie/consultancy</p><br><p>Get Unbiased Property Guidance and a Free Mortgage Consultation</p><p>https://linktr.ee/ask.about.property</p><br><p>This week, we're joined once again by Aidan McLoughlin, Group Managing Director of ITC, to discuss the upcoming changes to pensions in Ireland and to help you better navigate these Changes.</p><br><p>We discuss the significant recent change announced on August 15, which restricts transfers out of pension schemes post-normal retirement age (NRA), leading to lost benefits for members unaware of the...

47 min

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2025 November 19

Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise

Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise

<p>Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confidence, all while optimizing your financial future. Whether you're a small business owner or scaling a larger company, this episode delivers practical advice to elevate your success.</p><p>IN THIS EPISODE: </p>(04:15) The distinction between a fractional CFO and an accountant is clarified(08:30) Fractional CFO services help b...

23 min

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2025 July 16

Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr

Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr

<p>Are you feeling stuck between rising home prices and unpredictable interest rates? Do mortgage headlines leave you with more questions than answers? In this episode, hosts Jeb, Ethan, and Eric are joined by Jared Bahr of Arvest Bank to cut through the noise. He discusses the relationship between the federal funds rate and mortgage lending, the role of the 10-year treasury note, and introduces you to innovative, underused home loan strategies that just might change the way you think about buying—or refinancing—a home. </p><p>IN THIS EPISODE: </p>(00:00) Opening(02:59) The 10-year Treasury note is a better indica...

22 min

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2025 August 13

El nuevo instrumento de Saylor para multiplicar por 10 la compra de bitcoin

El nuevo instrumento de Saylor para multiplicar por 10 la compra de bitcoin

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos: https://albertomeraupsb.substack.com/ </p> <p>¿Quieres minar bitcoin fácilmente desde casa? Everminer es la solución. Con ellos puedes invertir en terahashes por el mundo y recibir sats directamente en tu monedero. Mira los escenarios de rentabilidad y mina BTC fácilmente. Usa este enlace: https://bit.ly/everminer </p> <p>Si quieres comprar bitcoin, te recomiendo que uses Bull Bitcoin, la plataforma más tran...

17 min

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2025 November 13

MBS953-AI Search Playbook Turning GEO into a Lead Pipeline with Andreas Voniatis

MBS953-AI Search Playbook Turning GEO into a Lead Pipeline with Andreas Voniatis

<p>Send us a text</p><p>Matt Brown talks with Andreas Voniatis, founder and CEO of Artios, about Generative Engine Optimization and how brands win leads from AI search. <br/><br/>They cover Google AI mode, GPT’s Atlas browser, why GEO changes the game for discoverability, and why authenticity beats AI slop.</p><p>Support the show</p>

29 min

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2025 November 19

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian dive into the all-too-common portfolio "Frankenstein"—a scattered mix of accounts with zero strategy. They lay out the fixes, from consolidation to coordinated tax planning. They also explore how too much cash can drag down your returns, when DIY investing becomes an SOS moment, and how overlooked tax traps silently siphon wealth. Plus, they tackle 50-year mortgages, blurred lines between investing and gambling, and how Google profits from your personal data—along with how to push back.</p> <p>From ETF overlap and buffered products to tax...

41 min

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2025 November 13

Lisa Caputo, CMO of Travelers: Empathy Meets Innovation

Lisa Caputo, CMO of Travelers: Empathy Meets Innovation

<p>Full transcript⁠</p> <p>⁠Watch this interview on YouTube⁠</p> <p>—</p> <p>"You have to blend innovation with empathy, and effectively combine data-driven insights and creative storytelling," says Lisa Caputo, the Chief Marketing, Communication and Customer Experience Officer at Travelers. "To me, that's a magic combination." </p> <p><br></p> <p>And there's one more ingredient missing from the recipe, which Lisa has learned over a career spanning broadcast journalism, the White House, and corporate America: The willingness to stay curious and embrace change.</p> <p><br></p> <p>Today on Building Better CMOs, she shares insights on transfor...

1 hr 7 min

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2025 July 9

Avoiding Inheritance and Succession Pitfalls in Ireland

Avoiding Inheritance and Succession Pitfalls in Ireland

<p><br></p><p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://askaboutwealth.ie/consultancy</p><br><p>Get Unbiased Property Guidance and a Free Mortgage Consultation</p><p>https://linktr.ee/ask.about.property</p><br><p>You can contact Jacquelyn and learn more about The Journey here:</p><p>https://thejourney.ie/</p><br><p>In this episode, we are delighted to welcome Jacquelyn Dunne, solicitor at Dunne Solicitors and the creator of The Journey. Join us as we discuss the importance of having a will, explain who inherits what under intestacy laws, and the consequences...

37 min

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2025 November 12

Vendor? Nope, Expert

Vendor? Nope, Expert

<p>🔥 Elite? Please. Let’s set the record straight.</p><p>Being a top-tier bookkeeper isn’t about some fancy title. It’s about how you show up.</p><p><br>Here’s the truth 👇<br>💪 Confidence Counts → Stop acting like a vendor. Walk in as the expert you are.<br>💸 Costly ≠ Expensive → You’re not “too expensive.” You’re an investment. Cheap mistakes cost way more.<br>⚡ Deliver or Don’t → Bold promises mean nothing if you can’t deliver. Do the work. Every. Single. Time.<br>✨ You don’t need permission to call yourself an expert.<br> <br>You just need the guts to own it.</p><p>🔥 Join...

12 min

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2025 November 2

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian lay out a smart, rapid-fire checklist of year-end money moves to trim your tax bill, boost your wealth strategy, and set yourself up for a strong 2026. From maximizing retirement contributions and handling required minimum distributions to strategic charitable giving and capital gains planning, they’ve got your December 31st deadline covered. They’ll also walk through smart uses for HSAs and FSAs, how to manage equity comp surprises, and why now is the time for business owners to button things up. And don’t miss the tips o...

38 min

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2025 November 14

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore how your financial plan should stay steady even when the economy doesn’t follow the script. From the double-digit interest rates of the 1980s to the AI-fueled market surge of 2023–24, they unpack the mixed signals investors have faced over the last 40 years—and what you can learn from the surprises. They also dive into how innovations from State Street could reshape your 401(k), how to make smart open enrollment choices, and real-life listener questions about supporting aging parents and adult kids, selling a business, managing incons...

40 min

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2025 November 12

1300: Your Customers WANT to Leave Reviews! Here's How to Ask w/ Lindsay Kingsley

1300: Your Customers WANT to Leave Reviews! Here's How to Ask w/ Lindsay Kingsley

<p>Tired of hearing crickets when you think about your business's reviews and testimonials? You’re not alone. Most entrepreneurs are awkward, forgetful, or just plain bad at asking for them, leaving a massive gap in their marketing. In this episode, Lindsay Kingsley, a marketing pro and mompreneur, breaks down exactly why this happens and reveals her simple, automated system for generating a steady stream of positive Google reviews. She shares how to make the "ask" fun and effective, turning a dreaded task into a powerful engine for trust and growth. This episode is a must-listen for any business owner wh...

33 min

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2025 November 14

The BIGGEST Budget Mistakes Ireland Ever Made

The BIGGEST Budget Mistakes Ireland Ever Made

<p>In this episode, we delve into the 3 worst historical budget decisions and the 3 best, we also look at current opportunities that came out of past budgets are still available. Discover how these decisions have shaped the economy and what lessons they provide for future budget considerations. </p><br><p>00:00 Introduction to the Irish Budget</p><p>00:26 Historical Budget Highlights</p><p>00:39 Top Three Budget Rules and Regulations</p><p>03:02 Impact of Tax Incentives on Property Development</p><p>05:55 Special Savings Investment Accounts</p><p>08:05 The Worst Budget Decisions</p><p>14:47 Current Tax Concessions and Future Planning</p><p>16:11 Conclusion...

17 min

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2025 September 24

Ep 22 - Bull Market Turns Three: What Investors Need To Know Now

Ep 22 - Bull Market Turns Three: What Investors Need To Know Now

<p>The bull market officially hits its three-year milestone, marking a significant period of growth since October 2022. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric break down what bull markets and bear markets really mean for investors. They explore historical data showing that bull markets typically last 4.3 years with average gains of 150%, while bear markets last only 1.5 years. The team discusses investor psychology and common emotional pitfalls — such as fear, greed, and overconfidence — that threaten portfolio performance. Learn about average bull-market duration and returns, and discover why staying invested through market volatility is crucial to long-term inve...

23 min

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2025 November 19

Luxury, Leadership, and AI with Mercedes-Benz USA CMO Melody Lee

Luxury, Leadership, and AI with Mercedes-Benz USA CMO Melody Lee

<p>Full transcript⁠⁠⁠⁠⁠</p> <p>⁠⁠⁠⁠⁠Watch this interview on YouTube⁠⁠⁠⁠⁠</p> <p>—</p> <p>"I would argue, in the C-Suite, there's not a job that has expanded, shifted, evolved more so than the CMO's role, more so than a marketer's role," says Melody Lee, CMO of Mercedes-Benz USA. "We are now responsible not for marketing as tactics, but marketing as a growth strategy for a company, for a brand."<br>Melody carries what she calls "a burden of responsibility," a privilege and a challenge to ensure Mercedes-Benz continues to live up to its 140-year old legacy. She says marketers have to elevate their role internally...

55 min

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2025 October 23

How to Tell If a Premium Travel Card Is Worth the Fee

How to Tell If a Premium Travel Card Is Worth the Fee

<p>Learn when pricey travel cards are worth it and how to pick the one that gives you the most value.</p> <p>Are premium travel cards worth the high price tag? How do you decide which one(s) to keep in your wallet? Hosts Sally French and Meghan Coyle break down the real-world math of annual fees and rewards to help you understand when these cards pay for themselves. But first, show producer Tess Vigeland joins Meghan to cover the week’s travel headlines, including new airport lounges opening in Salt Lake City, the Southwest Rapid Rewards debit card la...

55 min

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2025 November 5

Getting Paid to Plan Trips Doesn't Have to Be a Full-Time Job: How to Become a Travel Advisor in 2025

Getting Paid to Plan Trips Doesn't Have to Be a Full-Time Job: How to Become a Travel Advisor in 2025

<p>Fora cofounder Henley Vazquez reveals how travelers turn trip planning into income and which destinations are trending.</p> <p>How much money can you make working part-time as a travel advisor? What are the startup costs to get into the industry? Hosts Sally French and Meghan Coyle explore how you can turn trip planning into income and what that means for travelers looking to build a flexible side hustle. But first, they break down the latest travel headlines, including new Chase Sapphire Reserve hotel credits, Amex Platinum quarterly spending deadlines, new Capital One transfer partners, and Delta adding routes...

38 min

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2025 September 24

How to Legally Avoid Inheritance Tax in Ireland

How to Legally Avoid Inheritance Tax in Ireland

<p>Navigating Ireland's Most Unfair Tax: 9 Strategies to Minimise Inheritance and Gift Tax</p><br><p>In this episode of the Ask About Wealth podcast, we delve into the complexities of Ireland's inheritance and gift tax, detailing its history, current rates, and thresholds. We explain why this tax is considered unfair and higher than ever, largely due to thresholds that haven't kept pace with inflation. </p><br><p>Moreover, we highlight nine legitimate methods to avoid or minimise this tax, including key reliefs such as Dwelling House Relief, Agricultural Relief, and Business Assets Relief. Additionally, we cover Section 72 insurance policies...

30 min

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2025 September 10

Lauren Beckstedt, CMO of Brunswick: Anchoring Brand Value

Lauren Beckstedt, CMO of Brunswick: Anchoring Brand Value

<p>Full transcript</p> <p>Watch this interview on YouTube</p> <p>—</p> <p>"There are still folks who feel like marketing is just fluff, it's just, 'make things pretty,'" says Lauren Beckstedt. Her mission, as CMO of the recreational boating company Brunswick, is to redefine what marketing is and to educate her organization about its power.</p> <p>Brunswick's portfolio includes iconic names in aquatic recreation, like Mercury Marine, Sea Ray, and Boston Whaler. And one of Lauren's initiatives has been implementing a new brand identity for the 175-year-old firm, under the tagline of "next never rests."</p> <p>...

1 hr 0 min

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2025 June 25

Skankfest has the strongest comedy festival lineup of the year

Skankfest has the strongest comedy festival lineup of the year

Johnny Mac highlights Skankfest's move from Las Vegas to New Orleans, featuring over 150 comedians on four stages. The festival includes tattoo studios, boxing matches, and unique events like comedian jiujitsu and pillow fights. Skankfest, created by the Legion of Skanks Podcast in New York, showcases talents such as Shane Gillis, Doug Stanhope, Rosebud Baker, and Mark Normand.<br /><br />Additionally, Nikki Glaser talks about her humorous interactions with Alexa Plus, Stavros Halkias reflects on his podcast career, and South Park creators discuss their take on political culture.<br /><br />The show also covers Pauly Shore's ban from the Kill Tony...

14 min

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2025 November 14

🔴 Bookkeepers On Fire | Live with Randy Crabtree

🔴 Bookkeepers On Fire | Live with Randy Crabtree

<p>Bookkeepers on Fire is LIT today 🔥</p><p>I got to sit down with the legendary Randy Crabtree — partner at Tri-Merit, creator of Bridging the Gap Conference, host of The Unique CPA podcast, and powerful mental health + anti-burnout advocate in our profession.</p><p>Here’s your sneak peek into this 🔥 convo:</p><p>💥 Burnout is NOT a badge of honor – Randy shares how a stroke completely reshaped his career and why he’s on a mission to help accountants & bookkeepers stop glorifying 80-hour weeks, constant dings, and “I have to answer every email right now” culture.</p><p>🤝 Big firms, small firms –...

32 min

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2025 November 11

Bookkeepers Not Police

Bookkeepers Not Police

<p>💸 Cash + Coaches = Chaos?</p><p>Sometimes bookkeeping questions aren’t about how to record… but why the heck it happened in the first place.</p><p>Here’s the hot take from this week’s Bookkeepers on Fire 🎙️🔥:</p><p>🚨 Red Flags Everywhere – Paying a “business coach” in cash? No invoice? No W9? Yeah… sketchy.</p><p>💼 Bookkeepers ≠ Police – Our job is to record, advise, and guide. Not cuff clients for bad decision.</p><p>💡 Transform, Don’t Tattle – The win is coaching clients toward smarter choices (not letting them spiral into IRS nightmares).</p><p>👉 Bottom line: You record the transaction, you flag the concern, a...

6 min

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2025 November 16

Virat Khullar, Head of Marketing at Hyundai India: Optimism is a Force Multiplier

Virat Khullar, Head of Marketing at Hyundai India: Optimism is a Force Multiplier

<p>Watch this interview on YouTube⁠⁠⁠</p> <p>⁠⁠⁠Full transcript⁠⁠⁠</p> <p>—</p> <p>It's easy to see every glass as half-empty in today's world, says Virat Khullar, head of marketing for Hyundai India. But focusing on the negative will imperil your leadership, while choosing optimism will help you structure things better. </p> <p>"Perpetual optimism for me is a force multiplier," he says. "You will motivate people around you. You will gather the right teams, you will list down things that will make you ultimately achieve the objective."</p> <p>Today on Building Better CMOs — recorded live at MMA's Impact India event nea...

33 min

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2025 June 11

MBS950-Bridging the AI Divide: Why 95% of AI Projects Fail

MBS950-Bridging the AI Divide: Why 95% of AI Projects Fail

<p>Send us a text</p><p>AI is transforming the workplace—but not everyone is ready. Matt Brown and Tim Kapp explore how fear, governance paralysis, and fragmented experimentation are holding companies back. <br/><br/>They also discuss the human side of the AI revolution: job displacement, retraining challenges, and the rise of “bring your own AI” chaos in organizations. It’s a conversation about adaptation, opportunity, and the new reality of human-AI collaboration.</p><p>Support the show</p>

23 min

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2025 November 19

Doug Martin, CMO of General Mills: Emotional Connections Matter

Doug Martin, CMO of General Mills: Emotional Connections Matter

<p>Watch this interview on YouTube⁠⁠</p> <p>⁠⁠Full transcript⁠⁠</p> <p>—</p> <p>"Who is this person that I am trying to get to change in behavior? Do I really understand them?" asks Doug Martin, CMO of General Mills. </p> <p>Understanding consumers deeply, he believes, is an essential skill in the ever-evolving world of marketing, and it's one that General Mills uses constantly to drive brand management and create emotional connections. Doug recommends developing a clear "consumer muse" for each brand, ensuring that marketing strategies resonate on a personal level.</p> <p>Today on Building Better CMOs, Doug and MMA Global...

54 min

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2025 May 28

1297: He Built a $40M Company, Now He's Building an AI Vet for Your Pet w/ Tim Maliyil

1297: He Built a $40M Company, Now He's Building an AI Vet for Your Pet w/ Tim Maliyil

<p>What if AI could translate your pet’s barks and behaviors into early health warnings? In this episode, Brian sits down with Tim Maliyil, a visionary tech founder with over 30 years of experience, to discuss his latest venture, PerkyPet. Tim unpacks the journey of building an advanced AI platform designed to interpret your pet's vocal and physical cues, essentially acting as a 24/7 vet in your pocket. This episode is a masterclass for entrepreneurs on building a complex, high-stakes product from the ground up, navigating the crucial dynamics of a technical and non-technical co-founder partnership, and leveraging AI to enhance hu...

32 min

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2025 November 11

Stacy Hammond, CMO of Charles Schwab: Cheerleader Leadership

Stacy Hammond, CMO of Charles Schwab: Cheerleader Leadership

<p>Full transcript⁠⁠</p> <p>⁠⁠Watch this interview on YouTube⁠⁠</p> <p>—</p> <p>“Knowing who you are then leads you to a place where you can start asking questions about how who you are shows up in the workplace,” says Stacy Hammond, Chief Marketing Officer at Charles Schwab. </p> <p><br></p> <p>“Everybody at Schwab is a leader,” she says, and the best leaders do market research on themselves: How they are perceived, and how those perceptions align with the value they bring. </p> <p><br></p> <p>Today on Building Better CMOs, Stacy and MMA Global CEO Greg Stuart talk about t...

51 min

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2025 August 20

La apuesta que creó Bitcoin ha terminado

La apuesta que creó Bitcoin ha terminado

<p>Si te gusta cómo hilo temas en el podcast puedes suscribirte a la newsletter y recibir un artículo cada sábado donde trato la confluencia de Bitcoin con temas más complejos:</p> <p>https://albertomeraupsb.substack.com/</p> <p>¿Te interesa la posibilidad de financiar tu vida con bitcoin, sin tener que venderlo? Mírate Firefish para obtener préstamos entre particulares respaldados con bitcoin. Y si tienes un extra de efectivo, también puedes usar su plataforma para rentabilizarlo. Usa el código UPSB o este enlace: https://firefish.io/?ref=upsb</p> <p>Si quieres c...

15 min

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2025 November 18

Simply Money Presented by Allworth Financial

Simply Money Presented by Allworth Financial

<p>On this episode of Simply Money presented by Allworth Financial, Bob and Brian talk with Allworth Chief Investment Officer Andy Stout about what reopening the government would mean for data flow, how rising household debt is sending mixed signals, and why cracks are showing in the labor market. Plus, why smaller companies are shedding jobs while big corporations are hiring, and how AI might be playing a surprising role.</p><p>See omnystudio.com/listener for privacy information.</p>

42 min

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2025 November 11

The Ultimate Roadmap for High Income Earners

The Ultimate Roadmap for High Income Earners

<p>In this episode, we explore the essential steps for high earners in Ireland to transform their income into lasting wealth.</p><br><p>This comprehensive guide is aimed at helping you achieve the best financial outcome for your unique circumstances, with practical insight and strategies tailored for high earners.</p><br><p>🇮🇪 Ask About Wealth helps high-earners in Ireland keep & grow wealth</p><p>📱 Book a 1-1 consult & financial plan</p><p>🔑 Join the Masterclass</p><p>✉️ Join the newsletter</p><p>🎙️ Listen to the pod</p><br><p>https://linktr.ee/askaboutwealth</p><p > Hosted on Acast. See acast.com/privacy for...

25 min

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2025 September 3

MBS949-No Barriers: How EmployInsure Is Redefining the Workforce

MBS949-No Barriers: How EmployInsure Is Redefining the Workforce

<p>Send us a text</p><p>In this episode of The Matt Brown Show, Matt sits down with Mike DiManno, CEO of EmployInsure, to unpack the truth about the modern employment crisis. Rising healthcare costs, endless compliance requirements, and outdated staffing models are pushing businesses to the breaking point.<br/><br/>Mike explains why today’s employment infrastructure no longer serves employers or employees, and how Evoove is leading a new movement called Employment as a Service — a model that lets businesses “rent” employment instead of owning it. From the pitfalls of traditional HR systems to the rise of digital...

28 min

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2025 November 19

Ep 17 - Decoding Social Security for Retirement Planning

Ep 17 - Decoding Social Security for Retirement Planning

<p>Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview of how Social Security works, from eligibility requirements and the Full Retirement Age to the often-overlooked spousal benefit. They offer valuable insights into the pros and cons of claiming social security early versus late. The hosts also address the big question on everyone's mind: what is the future of Social Security? Tune in for expert advice regarding this essential component of your retirement planning.</p><p>...

23 min

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2025 August 27

Adventure by Committee: What Happens When You Let Others Pick Your Trip

Adventure by Committee: What Happens When You Let Others Pick Your Trip

<p>Sally and her new husband unpack their unconventional honeymoon plan and share practical tips to plan your own getaway with purpose.</p> <p>How do you plan a honeymoon that feels luxurious without blowing your budget? How can newlyweds use points and miles to pay for their trip? Hosts Sally French and Meghan Coyle share how Sally’s own wedding guests chose her honeymoon destination — and the travel and financial lessons that came from it. But first, Smart Travel producer Tess Vigeland joins Sally to recap this week’s biggest travel headlines, including flight delays caused by the government shutdo...

54 min

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2025 November 12

Theory Meets Reality

Theory Meets Reality

<p>🎓 School told us confidence comes with a degree.</p><p> 😅 Reality handed us dusty ledgers, 100° fields in business suits, and office supply “theories” that no one uses.</p><p>Here’s what we actually learned:<br>📚 Theory is nice… until you’re sweating through your blazer counting grain silos in Bakersfield.<br>🤯 Confidence tanks fast when your shiny diploma doesn’t match real-world chaos (spoiler: it never does).<br>🚀 Real growth happens when you mess up, fix it, and keep showing up. No permission slips required.</p><p><br>🔥 So, are you still riding the stagecoach of “education only”… or are you piloting the supersonic jet...

12 min

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2025 November 4

Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be

Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be

<p>Metcalf Partners Women's Financial Planning event takes center stage as Jeb, Ethan, and Eric welcome international keynote speaker, Tara Renze. Tara shares her journey from corporate sales leadership to becoming an emotional intelligence expert and author of "Be Who You Came to Be: 43 Secrets to Unlock the Most Powerful Version of You." The conversation explores how women investors can build financial confidence through personal development and authentic self-discovery. Tara discusses the Metcalf Partners upcoming women's event, where attendees will gain insights on building confidence in financial decisions while connecting with like-minded women in a supportive environment.</p><p>What...

24 min

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2025 November 5

Nikki Glaser was great at SNL sketches...but oh that monologue...

Nikki Glaser was great at SNL sketches...but oh that monologue...

Johnny Mac returns from a weekend in LA with updates on major comedy events. He discusses Nikki Glaser's polarizing Saturday Night Live monologue and mixed reactions, offering his own critical take on its delivery and content. Johnny also highlights standout sketches and details from the SNL episode, including Pete Davidson's segment. He critiques the recent Grammy nominations for Best Comedy Album, expressing discontent with the Academy's choices. Jim Gaffigan's receipt of the Variety's inaugural Comedy Vanguard Award and Jimmy Kimmel's unexpected show cancellation due to personal matters are also covered, along with Molly Kimmel's conflicts with her Trump-supporting family. Additionally...

16 min

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2025 November 11

A Mike Tyson Comedy Special?  Why?

A Mike Tyson Comedy Special? Why?

Topics include Jon Stewart at the New York Comedy Festival discussing Mayor Elect Zoran Momdani, Taylor Tomlinson's upcoming special at Fountain Street Church, Matt Rife's Netflix special 'Unwrapped' and criticism f, Brett Goldstein's new Amazon Prime series 'Escorted,' and Mike Tyson's standup special. <br /><br />Additional updates cover new Netflix specials from Mary Beth Barone, Mindy Kaling's Hulu comedy 'Not Suitable for Work,' Pete Davidson and Colin Jost's Staten Island Ferry incident, and highlights from the New York Comedy Festival and Flyover Comedy Festival. Also featured are Tracy Morgan's and Jim Breuer's reflections on their 'SNL' days and K...

14 min

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2025 November 13

When to Book and Fly for Cheaper Holiday Trips in 2025

When to Book and Fly for Cheaper Holiday Trips in 2025

<p>Learn the optimal days to fly, when to book, and how to stretch your points for cheaper holiday travel.</p> <p>When is the prime time to book Thanksgiving and Christmas flights this year? How can you stretch points to cover pricey holiday trips? Hosts Sally French and Meghan Coyle discuss holiday booking windows and money-saving strategies to help you land lower fares and avoid headaches. But first, they break down the latest travel headlines, including Bilt Rewards adding Etihad Guest as a transfer partner, bigger welcome offers now available on select premium cards, and Hilton’s new Outset Co...

23 min

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2025 October 15

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