Equita’s Favorite Financial Podcasts and Books

At Equita Financial Networkwe’re constantly sharing resources, advice, inspiration, and support so we can run our firms better and succeed. So when we told our member firms that we wanted to write a blog post about the best reads and listens on finance, business, leadership, and creativity, they jumped on board and sent us their recommendations.  

If you’re looking for your next weekend read or podcast for your daily commute, look no further than the tried-and-true list below, approved and curated by our Equita Financial Network communityHappy reading/listening!

Podcasts:  

  • Eye On The Market J.P. Morgan, hosted by Michael Cembalest 
  • Odd Lots  Bloomberg, hosted by Joe Weisenthal and Tracy Alloway 
  • Masters in Business — Bloomberg, hosted by Barry Ritholtz 
  • Planet Money — NPR, hosted by Amanda Aronczyk, Mary Childs, Karen Duffin, Jacob Goldstein, Sarah Gonzalez, and Kenny Malone 
  • Secrets of Wealthy Women —The Wall Street Journal, hosted by Veronica Dagher 

Books: 

Websites: 

TED Talks: 

Do you have any favorite podcasts, books, websites, or other resources that didn’t make this list? Let us know! We love receiving recommendations from our community. 

Subscribe To Our newsletter

Equita Financial Network, Inc. (“EFN”) is a registered investment adviser offering advisory services in the State of California, the State of Minnesota, the State of Missouri, the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Click here for our Privacy Notice.

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.