Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
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The podcast for change leaders in organizations and larger systems by Mathis Schulte and Marc Thompson.
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Supply Chain Stories goes into the lives of Supply Chain professionals and their fun and dramatic challenges. Factory Shutdowns, Shipping and Customs, Tense Negotiations, and much more.
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Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
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The C-SPAN Bookshelf podcast feed makes it easy for you to listen to all of the C-SPAN podcast episodes about nonfiction books. Each week we gather episodes from the different C-SPAN podcasts that feature authors talking about history, biography, current events, and culture to make it easier to discover the episodes and listen. If you like nonfiction books, follow this podcast feed so you never miss an episode!
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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News, interviews, and discussion from the Libertarian Party Mises Caucus and Mises PAC.
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Retirement Half-Truths: Beware of These Potentially Misleading Statements (Part 2)
20:27
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20:27
When it comes to planning for retirement, there's no shortage of advice out there. Unfortunately, much of it can be misleading or only half-true. That can be a problem for investors because they end up following guidance that doesn’t apply to their situation. Today we continue our two-part discussion on these potentially misleading statements by sh…
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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2)
41:31
41:31
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41:31
Send us a text The Accounting Flow Podcast is bringing the heat this week! Host Roman Villard, CPA, welcomes the dynamic duo Dave Kersting and Tonya Schulte to reveal the co-firming hack that’s about to shake up your accounting world. We’re talking less chaos, more flow—because who doesn’t want to make firm life easier? Whether you're buried in tas…
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BN+: Brenda Wineapple, "Keeping the Faith"
1:09:49
1:09:49
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1:09:49
Brenda Wineapple calls them "two gladiators." The year was 1925. She writes that "the ubiquitous politician William Jennings Bryan and the criminal lawyer Clarence Darrow, each of them national celebrities for decades, were going into battle over God and science and the classroom and, not incidentally, over what it meant to be an American." Brenda …
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Q&A: Heath Hardage Lee, "The Mysterious Mrs. Nixon"
1:07:41
1:07:41
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1:07:41
Historian Heath Hardage Lee, author of "The Mysterious Mrs. Nixon," talks about the life and times of the former First Lady (1969-74). She says that Pat Nixon, who was voted "Most Admired Woman in the World" in 1972, was largely mis-portrayed by the press, who characterized her as being elusive and "plastic." Learn more about your ad choices. Visit…
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AW: Brigid Schulte, "Over Work"
1:02:55
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1:02:55
Journalist Brigid Schulte examined the future of work and explored how to better align workplace culture with the needs of American workers. She was interviewed by Business Insider chief correspondent Aki Ito. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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AB: Kirk Cameron, "Born to Be Brave
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33:30
Actor Kirk Cameron discussed his latest book, "Born to Be Brave," on American culture and faith. He also discussed his series of children's books and experiences hosting story hours at public libraries. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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BN+: Harvey Mansfield on Presidential Immunity
1:14:59
1:14:59
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1:14:59
Harvey Mansfield has been a professor of political philosophy at Harvard for over 6 decades. He retired from the classroom in 2023 at age 91. However, he's not finished thinking and writing about his favorite subject: democracy and how it works. In the Wall Street Journal of September 7, 2024, Professor Mansfield wrote an essay with this opening: "…
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Q&A: Francis Collins, "The Road to Wisdom"
1:06:07
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1:06:07
Former National Institutes of Health director Dr. Francis Collins, author of "The Road to Wisdom," talks about the milestones in his career, including his work on the Human Genome Project and the COVID-19 vaccine. He also talks about his Christian faith, the importance of engaging with those we disagree with, and the current distrust of science and…
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AW: Timothy Snyder, "On Freedom"
1:04:24
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1:04:24
Yale University professor Timothy Snyder argued that freedom is often misinterpreted and offered his thoughts on what freedom is and isn't. He was interviewed by George Washington University political science professor and author Elisabeth Anker. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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BN+: Megan Gorman, "All the Presidents' Money"
1:07:35
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1:07:35
The book is titled "All the Presidents' Money." It's about how the men who governed America governed their own money. The author, Megan Gorman, is the founding partner of Chequers Financial Management, a San Francisco-based firm specializing in tax and financial planning for high-net-worth individuals. Megan Gorman writes: "The American presidents …
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Q&A: Michael & Robert Meeropol, Sons of Julius & Ethel Rosenberg on the Rosenberg Spy Case
1:05:08
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1:05:08
Julius and Ethel Rosenberg were executed in 1953 after being convicted of conspiracy to commit espionage for the Soviet Union. Their sons Michael and Robert Meeropol, nee Rosenberg, were 10 and 6 at the time. They are our guests this week. The sons talk about their parents' executions, their lives before and after, the anti-communist climate in the…
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AW: Paola Ramos, "Defectors -The Rise of the Latino Far Right and What It Means for America"
1:01:36
1:01:36
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1:01:36
Journalist Paola Ramos looked at the rise of far-right Latino voters and what it means for America. She was interviewed by New York Times political reporter Jennifer Medina. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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Associated Press books and publishing reporter Hillel Italie previews some of the non-fiction books being released in Fall 2024. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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Retirement Half-Truths: Beware These Potentially Misleading Statements (Part 1)
28:02
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28:02
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Join us for part one of this discussion as we cover common misconceptions about market losses, portfolio fees, mortgage interest, diversification, an…
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BN+: Lindsay Chervinsky, "Making the Presidency"
1:08:31
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1:08:31
Lindsay Chervinsky is the brand-new executive director of the George Washington Presidential Library at Mount Vernon. Simultaneously, her new book on John Adams has just been published. The book's title is "Making the Presidency." In her introduction, Chervinsky writes that Adams was "guaranteed to fall short in comparison to George Washington." Sh…
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Q&A: James Allen, Jr., "Not My Chair"
56:26
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56:26
James Allen, Jr., murdered Tony Sylvester in Las Vegas during a 1980 home burglary, a crime for which he was found guilty and sentenced to death. Mr. Allen, who was a teenager at the time, spent 26 years in prison, including almost 4 years on death row, before being paroled by the state of Nevada in 2008. Since being released, he has spent his time…
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AW: Brooke Harrington, "Offshore - Stealth Wealth and the New Colonialism"
1:03:09
1:03:09
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1:03:09
Dartmouth College professor Brooke Harrington examined the world of offshore finance, how it works and its impact on the U.S. and globally. She was interviewed by Wall Street Journal U.S. tax policy reporter Richard Rubin. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm!
36:29
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36:29
Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define you…
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BN+: Dr. Marty Makary, "Blind Spots"
1:07:45
1:07:45
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1:07:45
Dr. Marty Makary is a Johns Hopkins School of Medicine professor. He has published more than 300 scientific research articles. His book is called "Blind Spots: When Medicine Gets It Wrong, and What It Means for Our Health." In his preface, Dr. Makary says he realizes that much of what the public is told about health is medical dogma, an idea or pra…
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Q&A: Peter Osnos, "LBJ and McNamara"
1:05:34
1:05:34
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1:05:34
Author and publisher Peter Osnos talks about "LBJ and McNamara," a book-length Substack serial and soon to be book about President Johnson and Secretary of Defense Robert McNamara's handling of the Vietnam War. Mr. Osnos, Saigon correspondent for the Washington Post during the war, also talks about publishing Robert McNamara's memoir "In Retrospect…
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AW: Kim Wehle, "Pardon Power - How the Pardon System Works - and Why"
1:02:45
1:02:45
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1:02:45
Former assistant U.S. attorney and law professor Kim Wehle looked at how the pardon system works in the United States. She was interviewed by University of Michigan emeritus professor of law and sociology Richard Lempert. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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AB: Patrick Oliver, founder and CEO of Say It Loud! Readers & Writers
18:39
18:39
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18:39
Patrick Oliver, founder and CEO of Say It Loud! Readers & Writers, discusses the need for literary arts programs and his efforts to promote reading among children and young adults. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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BN+: Ken Khachigian, "Behind Closed Doors"
1:05:44
1:05:44
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1:05:44
The book is called "Behind Closed Doors: In the Room with Reagan & Nixon." It's the title of a memoir by a man who worked closely with both. Ken Khachigian, the author, was a speechwriter and a confidant to former Presidents Nixon and Reagan back in the 1960s, 70s and 80s. Near the end of his book, Khachigian, a lawyer based in California, writes: …
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Q&A: Steven Ford on Gerald Ford's Presidency
1:03:58
1:03:58
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1:03:58
Fifty years ago, on August 8, 1974, President Nixon, who was under threat of impeachment, announced that he would resign from office. The following day, Vice President Gerald Ford was sworn in as the 38th president of the United States. Gerald and Betty Ford's son, Steven Ford, provides a behind-the-scenes look at that tumultuous period in American…
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AW: Joel Pollak, "The Agenda - What Trump Should Do in His First 100 Days"
59:38
59:38
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59:38
Breitbart News' Joel Pollak discussed what he thinks a potential second presidential term for Donald Trump should focus on in its first 100 days. He was interviewed by Reason Magazine editor at large Matt Welch. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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BN+: David Roll, "Ascent to Power" – Part 2
1:06:52
1:06:52
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1:06:52
This is the second in a 2-part series with David Roll, a Washington-based attorney, who has written books on Harry Hopkins, George Marshall, and Louis Johnson. Now comes his fourth book, "Ascent to Power," which focuses on Franklin Roosevelt's final days through the sudden transition to the presidency of Harry Truman. Spanning the years 1944-1948, …
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Q&A: Patrick Kennedy, "Profiles in Mental Health Courage"
1:06:50
1:06:50
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1:06:50
Former congressman Patrick Kennedy (D-RI) talks about Americans who have struggled with mental illness and the stigma and silence that he says still surrounds it. He shares the stories of the people profiled in his book, "Profiles in Mental Health Courage," including himself and members of his own family. Learn more about your ad choices. Visit meg…
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BN+: David Roll, "Ascent to Power" – Part 1
1:09:20
1:09:20
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1:09:20
David Roll, a Washington-based attorney, has written books on Harry Hopkins, George Marshall, and Louis Johnson. Now comes his fourth book, "Ascent to Power," which focuses on Franklin Roosevelt's final days through the sudden transition to the presidency of Harry Truman. Spanning the years 1944-1948, David Roll's newest book looks at the struggles…
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Q&A: Virginia Ali & Bernard Demczuk, "Breaking Barriers with Chili"
1:06:10
1:06:10
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1:06:10
We sat down with Ben's Chili Bowl owner Virginia Ali and Ben's Chili Bowl official historian Bernard Demczuk to talk about the history of the Washington, DC, landmark. Opened in 1958 by Ben and Virginia Ali, Ben's Chili Bowl has been a hangout for civil rights activists, politicians, and celebrities for over 65 years. Recently, Bernard Demczuk publ…
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College Financial Planning: Insights For Parents and Grandparents (Part 2)
17:02
17:02
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17:02
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspectives. Part one bro…
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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies
37:43
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37:43
Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she…
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BN+: Tevi Troy, "The Power and the Money"
1:08:30
1:08:30
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1:08:30
Presidential historian Tevi Troy has called his latest book "The Power and the Money: The Epic Clashes Between Commanders in Chief and Titans of Industry." Mr. Troy has spent most of his professional life in and around Washington-based government and politics. He is currently a senior fellow at the Bipartisan Policy Center. In the introduction to t…
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Q&A: George Takei, "My Lost Freedom"
58:16
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58:16
Author and actor George Takei talks about growing up in internment camps in the U.S. during World War II, following the Japanese attack on Pearl Harbor on December 7, 1941. Mr. Takei and his family were four of the 120,000 Japanese Americans to be forcibly removed from their homes and relocated to military-run camps during the war on the orders of …
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BN+: Maureen Callahan, "Ask Not"
1:16:11
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1:16:11
Maureen Callahan's book "Ask Not: The Kennedy's and the Women They Destroyed" has been near the top of the New York Times nonfiction bestseller list since its publication in early July. In a review of the Callahan book by Nina Burleigh in the Washington Post, Burleigh writes: "She identifies the wellspring of misogyny in Irish Catholic patriarch Jo…
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Q&A: World War II Veterans Steven Ellis & Rolf Slen
1:03:50
1:03:50
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1:03:50
We sat down with two World War II veterans – former U.S. Navy gunnery officer Steven Ellis and former U.S. Army Air Force B-24 navigator Rolf Slen – to talk about their experiences during the war. Mr. Ellis, age 99, and Mr. Slen, age 100, both served in the Pacific Theater. Of the 16.4 million Americans who served in uniform in World War II, 119,55…
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College Financial Planning: Getting a Handle on the Rising Cost of Tuitions (Part 1)
22:46
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22:46
Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this two-part series, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspectives. From underst…
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BN+: Richard Brookhiser, "Glorious Lessons"
1:14:28
1:14:28
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1:14:28
Richard Brookhiser has written and edited for National Review magazine for over 50 years. He has also written books about George Washington, James Madison, John Marshall, Alexander Hamilton, and "gentleman revolutionary" Gouverneur Morris. Now comes his latest, "Glorious Lessons: John Trumbull, Painter of the American Revolution." Trumbull, who liv…
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Q&A: Steven Conn, "The Lies of the Land"
1:04:37
1:04:37
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1:04:37
In "The Lies of the Land," Miami University (Oxford, Ohio) history professor Steven Conn argues that the reality of rural America today is vastly different from the way it is often portrayed by politicians and the media. He says rural Americans have not been left behind or been overlooked and are just as connected to the forces of American modernit…
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BN+: Former Washington Post Reporter & Professor Leon Dash
1:09:56
1:09:56
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1:09:56
Leon Dash spent over 30 years with the Washington Post from 1966 to 1998. In 1995 series on poverty and survival in urban America. Leon Dash spent 4 years following the life of Rosa Lee Cunningham and her 8 children and 5 grandchildren. He appeared on C-SPAN's Booknotes program in November 1996 to discuss his published book, which focused on the un…
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Q&A: Tammy Bruce, "Fear Itself"
1:04:59
1:04:59
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1:04:59
Columnist and Fox News contributor Tammy Bruce, author of "Fear Itself," argues that progressive Democrats have weaponized fear to increase government control over American citizens. She also argues that the mainstream media helps stoke fear through its biased coverage of topics like COVID-19, climate change, and racism. Learn more about your ad ch…
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AW: Peter Goodman, "How the World Ran Out of Everything"
1:02:59
1:02:59
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1:02:59
New York Times reporter Peter Goodman looked at how the global supply chain works and what happens when it doesn't. He was interviewed by Northeastern University professor and author Nada Sanders. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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BN+: Ronald Feinman, "Assassinations, Threats, and the American Presidency"
1:04:04
1:04:04
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1:04:04
This Booknotes+ podcast is a repeat of a Q&A program from November 4, 2015. The featured guest, Ronald Feinman, is the author of the book "Assassinations, Threats, and the American Presidency," in which he examines attempts on the lives of presidents and presidential candidates throughout history. Learn more about your ad choices. Visit megaphone.f…
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Q&A: J.D. Vance, "Hillbilly Elegy: A Memoir of a Family and Culture in Crisis"
1:05:51
1:05:51
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1:05:51
Prior to becoming Donald Trump's VP pick or a U.S. Senator representing Ohio, J.D. Vance was a bestselling author. Over 1.6. million copies of his book "Hillbilly Elegy," a memoir about growing up in a poor, white family that has its roots in Appalachia, have sold to date. After the VP announcement, the book once again shot to the top of the Amazon…
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AW: Jonathan Turley, "The Indispensable Right"
1:04:04
1:04:04
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1:04:04
Law professor Jonathan Turley highlights individuals who've fought to exercise & defend the right to free speech throughout U.S. history. Author and American Civil Liberties Union former president Nadine Strossen interviews him. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
50:22
50:22
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50:22
Send us a text Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time to break f…
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AB: The 2024 Kukula Book Review Awards
23:13
23:13
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23:13
Yangyang Cheng and Helen Lewis discussed book reviewing and winning the 2024 Kukula Award, the only journalism prize dedicated recognizing non-fiction book reviews and public affairs book criticism. About Books also reported on new releases and the current books featured on BookTV. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Little Things That Make Big Things Happen
23:54
23:54
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23:54
In any sport, it is often the smallest, most consistent actions that make the biggest difference. In today’s episode, Michael shares insights from his experience coaching youth baseball to show that this philosophy is just as important in financial planning as it is on the field. Listen in as he shares 15 “little things” that everyone should focus …
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BN+: Nigel West, "Operation Garbo"
1:12:08
1:12:08
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1:12:08
Rupert William Simon Allason was a Conservative member of the British House of Commons from 1987 and 1997. However, he's best known around the world as Nigel West, military historian and journalist specializing in security and intelligence matters. During the recent commemoration of the 80th anniversary of the Normandy landings, Nigel West's name s…
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Q&A: Riley Gaines, "Swimming Against the Current"
1:04:33
1:04:33
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1:04:33
In 2022, collegiate swimmer Riley Gaines tied for 5th place in the 200m freestyle final at the NCAA Women's Championships. The swimmer she tied with was transgender athlete Lia Thomas. Since then, Riley Gaines has become an outspoken critic of transgender women competing in women's sports and has even testified on the issue before Congress. In this…
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AW: Soraya Chemaly, "The Resilience Myth"
1:01:53
1:01:53
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1:01:53
Writer and activist Soraya Chemaly offered an alternative view of grit and resilience today in a world of overlapping crises. She was interviewed by University of Pennsylvania Positive Psychology Center Instructor Judith Saltzberg. Learn more about your ad choices. Visit megaphone.fm/adchoicesโดย C-SPAN
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