Financial Management عمومي
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Do you and your spouse want to reach Financial Freedom and start building wealth together, but you’re not sure where to start? Have you tried to budget and pay off debt, yet still struggle to see your Net Worth actually increase? We’re Rebecca and Dylan - husband and wife turned Financial Coaches specifically for Married Couples. We created this is the podcast to help you and your spouse get on the same page about one of the toughest topics you will face in your marriage! Tune in every Monda ...
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Are you sick of the side hustle, growing to do lists, and obsessing about how to make more money? Do you want to slow down and seek God first in your business? Is your day consumed with social media strategy, content creation, and email maketing? Would you love to have more time in the day to be more present with your family? Does it seem like even with time management and business systems you still can’t be organized? (I mean, wouldn’t it be great if you had an afternoon free to meal prep?! ...
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show series
 
Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the …
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Former CIMA President Sarah Ghosh, FCMA, CGMA, discusses the ways the finance function is evolving and the skills finance professionals will need to develop to lead their organisations on that journey. Ghosh explains the value of continous learning, some of the “power skills” management accountants and finance professionals can adopt to drive value…
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Resharing one of our most Downloaded episodes of all time!! Do you and your spouse struggle to see eye-to-eye when it comes to how you manage your money? Have you ever wondered why your husband or wife uses money the way they do? It may be an issue of having a different Money Mindset than your spouse! For us, our different views on money started to…
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On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing fina…
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TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating we…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They t…
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When we got engaged we had completely different money mindsets. That made it frustrating to put together a plan to pay off debt, save money and invest - or even talk about money! But when we implemented these strategies, we got on the same page about money and stopped arguing. We were finally able to put a plan together that we both felt comfortabl…
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On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive …
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We’re joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longe…
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On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership i…
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Every couple knows that one of the best ways to improve their relationship is by improving communication. But talking about money? That feels like a minefield! Money is one of the hardest things to talk about - especially when things aren’t exactly going the way we want. So how can you improve your finances when you can’t manage to have a conversat…
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TL;DR - Too Long; Didn't Read - "Living Your Rich Life" In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful rela…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transf…
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On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in ra…
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110 | Do You Have What it Takes to Reach Your 2025 Goals? You want to pay off credit card debt, save for your first home, have an emergency fund, start a family…the list goes on. You and your spouse have a lot of financial goals. So what are you going to do to ensure you make progress this year? We want to help you make those goals come to reality!…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih discuss the Federal Reserve's economic projections and their impact on the economy, including GDP, umemployment, and inflation. They also talk about Jim Carrey's financial habits, highlighting the importanc…
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On this episode of the Dentist Money Show, Matt and Ryan discuss insights shared by dentists in the Dentist Advisors Facebook Discussion group about the skills they wish dental school had taught them. From mastering the business side of dentistry and effective patient communication to building leadership capabilities, financial acumen, and leveragi…
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109 | How to Fix These 3 Common Money Mistakes Managing money in a relationship is very different from managing it by yourself. But when you get married, you can bring bad habits from the past into the way you manage money together. In this episode, we discuss 3 common money mistakes (and how to fix them). Oftentimes, couples are well intentioned b…
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TL;DR - Too Long; Didn't Read - "3 Common Biases that Lead to Big Money Mistakes" In our new TL;DR series episode, Matt reads his article where he discusses how cognitive biases can lead to poor decision making in financial matters. The three common biases that are highlighted are: overconfidence bias, the bandwagon effect, and the sunk cost fallac…
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In this conversation, we’re joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspir…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer senti…
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In this episode, Michael MacKelvie, wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diver…
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Financial trainer, speaker, and author Andi Lonnen discusses the skills finance professionals need to develop to move into a finance business partner role. Lonnen’s formula for success sets out the ways finance professionals can upskill to move into the role with knowledge, creativity, and confidence. She also discusses the importance of speaking t…
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On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…
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Stop sabotaging your relationship and financial progress by doing/saying these things to your spouse! If you want to get on the same page about money with your husband or wife, you need to make sure that YOU are not getting in the way. For this week's episode, we created 4 personality types to help demonstrate how you may be pushing your spouse awa…
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We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion …
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…
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This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the December digital edition of the magazine. The discussion summarises articles on topics that include skills development beyond core finance, using Excel modelling to avoid costly mistakes, and capital investment decision-making. Rowe explains how members can …
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On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in…
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Most people think their biggest financial problems are that they either don’t make enough money, have too much debt, or that the cost of living is too high! But while these obstacles do make things difficult, they are not the biggest challenges keeping you from reaching your financial goals. In this episode we discuss the Top 4 challenges getting i…
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TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped" In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes. Book a free consul…
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