88 episodes

Bringing you expert insights on everything from financial planning to entrepreneurship, investment strategy, economic analysis, and career development.

Financial Poise Weekly Rundown Podcast Financial Poise

    • Business
    • 5.0 • 2 Ratings

Bringing you expert insights on everything from financial planning to entrepreneurship, investment strategy, economic analysis, and career development.

    Understanding Holistic UX with Kyle Rezac-Dennis

    Understanding Holistic UX with Kyle Rezac-Dennis

    User experience, or UX, refers to the collective ways an end user interacts with a brand or a product. Most of the time, UX gets discussed in terms of design. Though that might imply for many the idea of visual design, it’s really only a fragment of the full strategic picture.
    We sat down with Kyle Rezac-Dennis of the Kansas City digital agency Useagility to learn a little bit more about what goes into getting UX right. 
    About Kyle Kyle Dennis is a User Experience Design Researcher and Managing Director at Useagility, Kansas City's most user-focused digital agency. They specialize in using mixed method (primarily qualitative) research techniques to complete discovery and idea validation user research projects.
    Articles Cited:
    Watch Out: 4 Companies Fall Short Every Earnings Season Don't miss a single episode! Be sure to subscribe, rate, and review today.
    Interested in being a guest on the Financial Poise Weekly Rundown Podcast? Drop us a line at podcast@financialpoise.com for more information.
    ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM. 

    • 56 min
    Renegade Entrepreneurship

    Renegade Entrepreneurship

    Welcome back! This week, the Financial Poise Weekly Podcast takes you to the streets of the Renegade Crafts Fair. A long-running Chicago tradition, the fair attracts creative entrepreneurs and eager patrons from throughout the region who share a passion for unique wares offered by small businesses. We talked to dozens of vendors on the scene, all of whom had valuable insights for others running a business today or hoping to tomorrow.
    Key Moments:
    The State of Street Fairs and the Renegade Craft Fairs Story (5:42) COVID and a Multi-Colored Coat of Motivation (9:33) Expanding, Branding, and All About Sales (14:36) Rain on the Parade with a Silver Lining (25:11) Don't miss a single episode! Be sure to subscribe, rate, and review today.
    A huge thank you to our participants:
    Mat Daly of Renegade Craft Fair Furkan Keskin Amonett of The Mulberry Treehouse Ximena Gonzalez of Epic Pets Claire Shadomy of Salad Days Liz Mortensen of Laila Plant-Dyed Textiles Luke Hobbs of Luke Hobbs Designs Kirsten Monroe of Brown Fox Collective Artist Garrett Luczak Artist Tony Fitzpatrick Learn more about these entrepreneurs, the articles cited in today’s episode, the Financial Poise webinar series for startups, and more by clicking here:  https://www.financialpoise.com/episode-renegade-entrepreneurship/
    Interested in being a guest on the Financial Poise Weekly Rundown Podcast? Drop us a line at podcast@financialpoise.com for more information.
    ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM. 

    • 35 min
    Introducing the NEW Podcast from Financial Poise

    Introducing the NEW Podcast from Financial Poise

    We're back at it! Financial Poise is proud to introduce a new format that will continue to bring you the expertise and insights you've come to expect from us. Whether you're an investor, entrepreneur, or just someone hungry to learn, we've got you covered.
    Subscribe, rate, and review wherever you get your podcasts. 
    Follow us on Twitter, Facebook, and Linkedin as Financial Poise.
    Subscribe to our newsletter: https://www.financialpoise.com/subscribe-to-newsletter/
    http://financialpoise.com
    ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM. 

    • 1 min
    Episode 85 with Todd Ryden

    Episode 85 with Todd Ryden

    In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds.  
     
    You can learn more about Todd Ryden and FNEX here.
     
    Or you can find them here:
    Twitter: @InvestFNEX & @FNEXTodd
    Facebook
    LinkedIn: FNEX & Todd Ryden
    YouTube
     
     
    About Todd Ryden
     
    Mr. Ryden is an experienced entrepreneur and manager, having founded and sold several enterprises. After practicing law, Mr. Ryden co-founded StarCom Broadband, a cable and high-speed data provider. StarCom was sold in 2001 to Comcast®. Mr. Ryden co-founded Cole Marketing, a bottled water brand-marketing group, acquired in 2006 by a New York based venture capital group. Mr. Ryden co-founded Caldera Development, a real estate development company that has participated in the development of over 430,000sf of retail and office space. Mr. Ryden was a co-founder of ViaStar Energy, Inc. which provided utility management services nationwide. ViaStar’s Automated Meter Reading technology was acquired by Motorola® in 2007 and its utility services division was acquired in 2008 by NWP Services Corp. ®. Mr. Ryden is the Managing Director of The Applied Group, a private equity firm. Prior to entering the business world, Mr. Ryden's legal career included litigating at the Indiana Supreme Court, and representing the State of Indiana in the tobacco litigation. Mr. Ryden obtained his Juris Doctorate from Indiana University School of Law in Indianapolis, has a certificate in International Contract Law from Tulane University, Paris, France, and obtained his B.A. from Purdue University. He has been a member of the American and Indiana Bar Associations, serves as President of the Board of Directors of Big Brothers and Big Sisters of Central Indiana, is a Board Member of Christel House’s Drop Out Recovery School and has been a guest lecturer at Purdue University, Ball State University and the University of Indianapolis.

    • 46 min
    Episode 84 with Jason Stevens

    Episode 84 with Jason Stevens

    In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill.  That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.
     
    Learn more about Jason Stevens and Sprott Global here.
     
    Or you can find them here:
    LinkedIn
    Twitter: @js_sprottglobal
     
     
    About Jason Stevens
     
    Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources.
    Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on the equity trading desk where he honed his understanding of domestic and foreign equity, commodity and currency markets.
    Jason has been a featured contributor to industry sites such as Resource Investing News, Financial Survival Network, and The Contrarian Investor Podcast.
    Jason is a supporter and promoter of the Austrian School of Economics and spends his free time instructing Krav Maga, the official self-defense system of Israel Defense Force.
    Sprott Global Resource Investments is a boutique investment firm specializing in natural resource investments including precious metals, base metals, oil & gas, agriculture, water, and alternative energy.  Sprott Global’s clients include small and large individual and institutional investors who want a portion of their portfolio invested in natural resource sectors, especially in junior exploration companies.

    • 44 min
    Episode 83 with David Drake

    Episode 83 with David Drake

    In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016,  to the extent that some platforms will switch from equity offerings to debt offerings.  David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated.  Come join David Drake's world.
     
    Learn more about David Drake, The Soho Loft and LDJ Capital by visiting www.ldjcaptial.com and thesoholoft.com
     
    You can also find him here:
     
    Twitter: @TheSohoLoft
    LinkedIn
     
    About David Drake
     
    David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this space, he was a US Commerce Department delegate to the EU Commission in Brussels and Rome, and was invited in May 2013 to the White House Champions of Change ceremony in Washington, D.C.
     
    His investment, The Soho Loft, produces and sponsors 150+ global events a year. One such event was produced in April 2013 for the institutional media leader Thomson Reuters, with speakers from Nasdaq, NYSE, KKR and Carlyle Group. He continues to advance innovative investing through his work as an international speaker and regular writer for major publications like Forbes and Thomson Reuters. He has co-authored the book Planet Entrepreneur: The World Entrepreneurship Forum’s Guide to Business Success Around the World and is the author of Crowd Fund Economics.His focus today is to take on board advisory positions at companies, angel networks and venture funds, and to guide them on such topics as international regulations, corporate strategy and fund structures, with emphasis on the growing trend of online investment automation for retail and angel investors.Privately, Mr. Drake has hosted the Harvard Business Club of NY at his home, produced Carnegie Hall concerts and raised funds for the charities Trail Blazers and Best Buddies Carnegie Hall for many years. Today he is a board director of the UBS Charity of the Year, London-based ARCHIVE Global, and is co-chair of the Tree Kangaroo Foundation in New York.Born in Sweden and fluent in six languages, Mr. Drake has an MBA in Finance and an MA in International Law and Economics from George Washington University, where he was awarded the Wallenberg Scholarship for academic merit.

    • 45 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

FriedlandFamily ,

Great podcast on personal investing

Learning a ton by listening. Host is engaging and hilarious in an understated sort of way. Makes the topic very interesting.

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