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The series will feature in-depth conversations with sustainability leaders, thought-provoking discussions around the urgency we’re feeling to make responsible change, and practical advice on how investors can align their financial strategies with their values. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 662 ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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The Generosity Now Podcast is dedicated to inspiring generosity and promoting whole life stewardship among followers of Christ. We share stories of individuals and organizations doing great work in our community and around the world. Our goal is to provide practical insights and tools to help listeners make a positive kingdom impact with their resources. Whether you want to become a better wealth manager, overcome challenges in deploying large sums of money, or align with your family values, ...
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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Inspired Investing

Bernstein Private Wealth Management

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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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Are you yearning for more than just a career? Do you crave a life filled with fulfillment, joy, freedom, choices, and meaningful impact, all while earning the income you desire? Welcome to the Discovering Your Calling podcast, where dreams meet reality and your vision for a better life comes alive. Are you: - Tired of feeling unfulfilled in your career? - Torn between making an impact and having a balanced life? - Awake at night, pondering whether to pursue a new degree, switch jobs again, o ...
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JOYYAH

Ray (Reza Pad)

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JOYYAH Life Coaching Services by Ray (Reza Pad) Ray has been helping individuals achieve their personal and professional goals for several years. Throughout his career, he has worked with individuals from various backgrounds, including entrepreneurs, professionals, and students, to help them overcome their limiting beliefs and achieve their full potential. He believes that every person can create a fulfilling and meaningful life, and his role is to guide them through discovering their true p ...
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If you seek to build a portfolio that reflects not only financial goals but also your core principles, "Investing with Integrity" is the podcast for you. Together, let's explore how wisdom, principles, morals, and integrity can guide us toward a more purposeful and impactful approach to investing all the while exploring how faith-based values and financial decisions can coexist harmoniously. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over w ...
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Build a more productive and thoughtful life—one brick at time. Identify the things that are most important in life, and then align the time you spend with those values. Support this podcast: https://podcasters.spotify.com/pod/show/productivebrick/support
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Beyond The Financial Matrix is here to help you be free by understanding the rules of the financial game so you can challenge conventional thinking, make smart financial decisions aligned with your values and manifest the life you desire. With engaging discussions, expert insights, and practical advice, this podcast will empower you to take control of your finances, break free from the status quo, and confidently navigate your unique path to a secure and fulfilling financial future. Embark o ...
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LIVE WELLthy™

Dawn Dahlby, CFP®, BFA

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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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The Anchor Within podcast is for the woman who craves to create more joy, fulfillment and purpose in her life. Through solo and interview conversations, we intertwine personal development, mindset work & all aspects of health and wellness - the physical, emotional, mental and spiritual - to build the stable, unwavering foundations we need to have in the pursuit of transforming into the resilient, impactful women we desire to be. We dive deep into releasing limiting beliefs, discovering our o ...
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The Value In Giving

Vanguard Charitable

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Philanthropy is a powerful tool that creates lasting change in the world. Hosted by Vanguard Charitable President Rebecca Moffett, the Value in Giving is a podcast that brings together leaders from nonprofit organizations and community foundations across the world of philanthropy. Learn more about the importance of giving, how nonprofits are responding to crises and addressing inequality, and how to take action now to support their efforts.
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Maria Casillas combines her training in behavioral psychology with her creativity and storytelling to help you align your personal spending, saving, and investing with your core values. Tune in to learn how to leverage the knowledge & tools you already posses to pivot, take back control, and ultimately create a legacy you'll be proud of. Stop surviving. It's time to THRIVE! Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.
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Soul & Success

Emely Roman & Co. Incorporated

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The Soul & Success Podcast is a show for women in marketing that explores how to have a profitable, aligned, and easy-to-manage business that propels your executive brand and gives you the freedom and kind of lifestyle you've always envisioned for you and your loved ones. Join Emely Roman, a Fractional Marketing leader in the Tech Start-Up community who has generated $85M for her clients, and learn from the best in the game.
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X-Factor

PrivateEquityCXO

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X-Factor casts a spotlight on proven private equity-backed executives and the tools and tactics they leverage to create enterprise value within their portfolio companies. This podcast is brought to you by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance.
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Second Half Stewardship

Second Half Stewardship

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At Second Half Stewardship, we are Christians who believe that God Owns it All. Therefore, we are called to be good stewards of every good gift from God, including our time, money, relationships, and everything else. Join us as we explore how to be generous stewards of God's gracious gifts!
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The Affordable Freedom podcast is your guide to achieving financial and personal freedom. Hosted by Bryan Huhn, this show is dedicated to helping you live the life you desire. Not the life created by society's default path. When our lives are totally aligned with our intrinsic values, we can become more intentional around how we invest our time and money. Which means we stop wasting them on things that don't serve our ideal life. And then it becomes easier to have more of both than we need. ...
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Just Be Me With Eileen Shang

Eileen Shang, Instant Podcast Leader & Soul Rich Woman

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Many women say they want more meaningful relationships, more creative expression, more success aligned with their gifts and values, more vibrant health, and more confidence and joy. This feeling of lack often is due to a very specific invisible barrier that’s blocking millions of women from living into their highest potential. The good news is Eileen has discovered the one simple but powerful shift that all women can make to move past this barrier. When you listen to Just Be Me: Being Fearle ...
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In The Secret Thoughts of CEOs and Business Leaders we discuss the real things that are holding you back from a life of joy, peace and happiness. Our guests are other High Achievers who know that life is short and that finding ways to live in alignment with what we truly desire is vital for us to live a truly congruent and fulfilled life. Join us as we unlock the mindset and strategies necessary to get there, generate even bigger outcomes, and connect to something greater-- all without sacri ...
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Mindset, mind expansion and personal development for high-performing real estate investors. Join Tyler Chesser, a successful real estate entrepreneur and personal growth thought leader, as he sits down for mind expanding conversations with influential authorities in real estate, as well as top experts in other industries and disciplines. In these discussions, Tyler distills the mindset, habits, routines and tactics from the experts which will support you in your own quest to Elevate to a lif ...
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Welcome to Your Business, Your Life with Matt DiFrancesco, your personal financial quarterback. Business owners needs are a bit different; aligning your business and family are critical to your success – We help with your unique challenges so you reach your financial goals. Your business – your life, it’s our priority at Di Francesco Virtual Family Office. Let’s get started
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Ahead of the Game brings you actionable business insights from entrepreneurs, founders, business owners and leaders. Each episode, these passionate people will take you on their journey, revealing stories of starting companies, growing pains, successes, failures and living their values in the midst of the many challenges. These are real business stories that will inspire and help you grow. The show is brought to you by KMT Partners, a South Australian accounting and wealth management advisor ...
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The Cyber Queens Podcast

Maril Vernon, Erika Eakins, and Amber Devilbiss

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“WHERE ARE THE WOMEN IN CYBER?” The Landscape In 2022 the cyber security field still consists of 24% women and only 2.2% LGBTQ+ minorities. Long-perpetuated gender, age, and demographic biases held by the ‘Baby Boomer’ and Gen-X groups have led to a severe gap in the representation and advancement of women and minorities in this field. Millennials entered the workforce and attempted to forge a new way by asking for small changes; but definitely conceding others. Currently the Boomers/Gen-X a ...
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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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People are the most important resource within organizations, yet they aren't treated that way. The Leading People First podcast dives into how leaders can shape the experience of those around them. Join Chris Lin as he explores the importance of prioritizing employees, their development, and experience within teams and organizations. Leaders from around the globe join Chris to discuss their own strategies, styles, and practices around making people their main focus to achieve their goals. Fo ...
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show series
 
On this episode, Eric and Laurie interview Jeff Shafer, CEO and co-founder of Common Good Capital. They discuss impact investing and how aligning investments with values can make a positive impact on people's lives. Jeff shares his personal journey and how a back surgery and subsequent crisis led him to shift his focus to impact investing. He expla…
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Based in Florida, Sylvia Benito is a Chartered Financial Analyst (CFA) with more than two decades of portfolio management experience. She has diverse experience in wealth management, having worked as a hedge fund analyst and managing portfolios for family offices and ultra-high-net- worth clients with more than $1 billion in assets. A thought leade…
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In this episode, we examine the importance of aligning not just the products and services, but also the practices of the companies we invest in with God-honoring principles. Join us as we explore how to discern whether a company's operations reflect a commitment to ethical practices, community, and biblical stewardship. Learn how to evaluate compan…
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Have you ever wondered what it truly takes to discover your life's calling? In this episode, I'm pulling back the curtain on my journey of writing a book about this very topic, and I'm excited to share with you some of the most powerful insights I've gained along the way. As I've been crafting this book and reflecting on my Discovering Your Calling…
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Shiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2. Learn how AI can be leveraged in the investment industry, from sourcing and vetting deals, to getting VDDs and CIMs ready, as well as optimizing and exiting investments. They discuss the social welfare impact of AI as more and more funds start to use the technology, ho…
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We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management. Listen to hear a difference-maki…
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Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in ensuring that knowledge …
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Finding skilled talent in the collision repair industry has become increasingly difficult due to a shortage of experienced technicians and a lack of new entrants into the field. As the industry evolves with advancements in technology and repair techniques, shops struggle to attract candidates who possess both the technical skills and adaptability n…
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Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether downsizing might be right for them,…
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In this episode, Dawn dives deep into the critical steps to earning more income and making the most of your wealth. You’ll learn: • The importance of leveraging time and how it can exponentially increase your income. • How to focus on your strengths and build a team that complements your talents. • Tactical ways to minimize taxes and make your mone…
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Have you ever felt like life is just slipping by, month after month, without you truly living it? In this episode, I'm opening up about my own experience of feeling overwhelmed and how my perfectly planned August turned into a whirlwind of unexpected events. I’ll share how I navigated through the chaos, what I learned about the importance of intent…
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Shiv interviews Kevin Iudicello, Partner at Realization Capital Partners, on the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high valuations of 2020 continue to impact options for liquidity, and how companies with slower growth c…
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We focused on the value of time, how to understand how much your time is worth, when to take calculated risks and when to avoid them, the danger of a steady paycheck, and how to deal with complexity, with Travis Freeman, CFP, Partner with Moneta, and author of The Fortune of Youth. Listen to hear a difference-making tip on the necessity of making p…
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In this final episode of our summer series, we wanted to feature a phenomenal conversation Eric and Laurie had with Entrepreneur, Speaker, and author Pete Ochs. They discuss four simple but powerful principles that bear on creating Economic, Social and Spiritual Capital. When brought together they result in a High Impact LIFE About Pete Pete Ochs i…
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In this episode, we sit down with Brian Lanier, Chief Financial Officer of Fishbowl, an inventory management software company backed by Diversis Capital. Brian shares his insights on strategic pricing within a private equity-backed environment. He breaks down his three essential rules for pricing: leverage your value proposition, determine the “cre…
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Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question abo…
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Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a cont…
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We focused on impact investing, making investing more accessible to women and first-time investors, the power you can have when paying attention to your spending and investing, and how to get started, with Tanaha Hairston, Founder of RISE the Movement. Listen to hear a difference-making tip on the power and impact of voting with your dollars! You c…
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In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the…
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Carol Horton is the Founder and CEO of Lily Grace Homes, the CEO of The Ten13 Company, and on the board of directors of Habitat for Humanity of Collin County. At Lily Grace Homes, she is striving to bring a balance to beautiful design and functional living. She brings over 15 years of experience in the residential construction industry, a strategic…
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Collision shop owners, are you truly maximizing the value of your business? Matt Di Francesco dives deep into this question. He shares eye-opening anecdotes on how simple actions, like answering the phone with empathy or regularly updating customers, can make a significant impact. Whether it’s improving communication, enhancing digital marketing ef…
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Continuing in our summer series, We highlight a a phenomenal conversation with entrepreneur and faith based investor, Greg Lernihan about redemptive investing. About Greg Greg is committed to making a positive difference in the lives of others and has refocused his life with this purpose. As a faith based investor, Greg dedicates his time and talen…
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Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, del…
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We focused on AI and personal finance, the current uses of AI by financial advisors, where this exciting technology is headed, whether or not financial advisors will be replaced in the future, and what’s next, with Gabe Rissman, CoFounder and President of YourStake. Listen to hear a difference-making tip on why you shouldn’t take anyone’s advice! Y…
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Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in th…
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Join Dawn Dahlby as she dives into how your mindset shapes your financial future. Learn three key steps to maximizing your money: Getting comfortable with money Leveraging your time to increase income Making your money work for you Dawn shares personal insights on overcoming negative patterns and how your thoughts, emotions, and behaviors directly …
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In this episode, we explore the responsibility of investing as a form of stewardship. Join us as we discuss how to evaluate companies and their products through the lens of cultivating and keeping the 'garden'—ensuring our investments align with values of goodness, truth, and beauty. We dive into the ethical considerations of supporting industries …
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Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation an…
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We focused on understanding your money game, how and why staying focused is essential, the role greed and fear play, how our finances are like chess and checkers, and four important questions to ask yourself, with James Alexander, CFP and Partner with Edge Financial Advisors. Listen to hear a difference-making tip on why thinking about your financi…
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Continuing in our summer series, we wanted to re-engage this episode Mike Scheid, the Executive Director of the Community Impact Fund. The Community Impact Fund offers impact loans to individuals and families in need, providing a lifeline for those struggling to make ends meet. Mike shares his personal journey and how it has shaped his passion for …
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Carson Tate, c-suite advisor and executive coach, joins us to discuss fostering strong team dynamics and optimizing collaboration within executive teams in portfolio companies. Carson shares her step-by-step process for utilizing “Designed Alliances” to cultivate cohesive executive teams. X-Factor is presented by PrivateEquityCXO, the world’s large…
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We focused on business exit planning, all the variables to consider and plan for, how to ensure you take care of the financial aspects as well as personal, why 80% of business owners regret selling within one year, and how to have a happy and successful exit, with Joe LoPresti, President of Arlington Wealth Management and author. Listen to hear a d…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with…
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Shiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions to grow portcos and generate greater ROI for investors, how to vet those mergers, and an extensive…
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We focused on finding time freedom, how most anyone can find it over a 10 year period with the right plan, how technology has and continues to impact trading, why not everyone beats the market but some people do, and how to get started, with Mark Anderson, Hedge Fund Managing Partner with MBH Capital. Listen to hear a difference-making tip on why i…
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With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world, she has had the good fortune to learn from some of the most renowned names in her field. Having prev…
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Have you ever wondered how to truly build and enhance the value of your collision shop? Building your business's value can be a complex process due to various factors. It involves understanding and adapting to market dynamics, managing finances effectively, streamlining operations, maintaining customer satisfaction and so much more. Fortunately, wi…
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As we continue our summer series, producer Jonathan Collier introduces Impact Investor and International Development Professional, Dana Wichterman. Dana joins Eric and Laurie, and shares her journey of generosity and stewardship, highlighting significant inflection points and the impact of impact investing. She emphasizes the importance of sharing …
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We focused on upleveling your life and money, how to gain a sense of control amidst chaos, breaking free of patterns and programming, and how to get started, with Thomas Blottenberger, CFP, ChFC, ABFP, and CoFounder of Paradigm Shift Financial. Listen to hear a difference-making tip on a simple and effective method for getting your cash flow and sp…
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Mailbag question: “My husband and I are assembling our retirement plan and planning to relocate once I quit working. We’re trying to decide between Tennessee, Florida and Texas, since they’re all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.” Intro: Financial media love to create list…
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Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice. In this episode, Dawn breaks down: • Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning • Benefits of institutional access to alterna…
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Inside this episode, I’ll share a heartfelt (and if you’re a parent or grandparent - relatable) story about my recent experiences with my grandchildren and the delightful chaos that ensued during their visit. By tuning in, you'll gain valuable insights into how moments of overwhelm and decision fatigue can impact both your personal and professional…
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Join us as we review the profound principles of investing and company selection inspired by God's work in the Garden of Eden. In this episode, we explore how to reflect God's image in our financial decisions by focusing on companies that promote human flourishing. Discover the beauty and goodness of aligning your investments with divine principles,…
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Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to av…
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