The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Coming Back UnSoon. Maybe...
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Welcome to the Educators Among Us Podcast! We are devoted to walking the journey with those who heed the call to teach, coach, lead, and serve at all levels of education. We speak your language and understand the challenges you face because we’ve been there too. We get it and we got you! This podcast is uniquely designed to share inspiring messages that connect with the heart of your life's work. This includes candid conversations with and about unusually impactful educators, exploring their ...
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Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
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Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.By Barron's Advisor
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7/29/24: The Birth Dearth: What No One's Talking About
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2064 will be the first year in centuries when more people die than are born. Discover the serious economic consequences of this birth dearth. #BirthRateDecline #EconomicImpact #PopulationAging #GlobalDemographics #FuturePlanning #PopulationCrisis #EconomicTrends #WealthTransfer #SocialSecurity #FinancialStability ----- Subscribe to podcast updates:…
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Title: Episode 68 - I Hope it Works This episode of the Educators Among Us podcast celebrates and encourages educators who make a lasting difference in the lives of students. Your host, Scott Barron, reflects on the importance of planning and taking action. You’ll enjoy a poignant story about his grandchildren on a recent beach vacation, including …
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7/26/24: Why ESG Investing Isn't Worth the Hype
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Discover the latest in crypto investments from industry leaders at BlackRock, Coin Metrics, and L1. Plus, learn the harsh truths about ESG investing and why redirecting foreign aid won't solve the Social Security crisis. #CryptoInvesting #BitcoinETFs #BlackRock #CoinMetrics #L1 #ESGInvesting #SocialSecurity #ForeignAid #InvestmentStrategies #Financ…
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7/25/24: When to Take Away Mom or Dad's Car Keys
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Knowing when to take away your aging parent's car keys is crucial for their safety and yours. Plus, learn how Social Security funding really works and why it counts as a government expense. #CarKeyConversation #ElderlySafety #AgingParents #SocialSecurity #RetirementPlanning #GovernmentSpending #FamilyCare #SeniorSafety #FinancialEducation #Retireme…
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7/24/24: Forget Self-Driving Cars, Think Self-Flying Aircraft
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Self-flying aircraft are already here! Learn how China is leading the way with this incredible innovation. Plus, the harsh reality of Boomers outliving their savings. #SelfFlyingAircraft #DroneInnovation #BoomerCrisis #RetirementSavings #TechAdvancements #ChinaTech #FinancialPlanning #FutureTech #RetirementPlanning #BoomerGeneration ----- Subscribe…
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7/23/24: New Tech: Gloves for Messy Eaters, Charging Benches and More
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Gloves for messy eaters and phone-charging benches are here! Discover more cool new tech on today's show. Plus, how to get started with bitcoin - investing basics. #CoolInventions #TechInnovation #BitcoinInvesting #InvestmentTips #MessyEaterGloves #ChargingBenches #CryptoBasics #FutureTech #InvestmentAdvice #BitcoinForBeginners ----- Subscribe to p…
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7/22/24: Why Biden's Decision Matters to You a Lot More Than You Realize
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Biden’s decision not to run for re-election showcases an important lesson for everyone. Plus, find out about an incredible new workplace benefit for pregnant employees. #BidenDecision #PoliticalImpact #NewWorkplaceBenefit #ParentingSupport #EmployeeBenefits #OvernightChildcare #RobotNannies #FutureOfWork #ParentalSupport #InnovationInWorkplace ----…
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Ep 67 - Difficulties Abound: Overcoming the Challenges to Win
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Title: Difficulties Abound: Overcoming the Challenges to Win Today's conversation concerns educators' challenges and difficulties and how to use them as opportunities for growth and learning. In this podcast, we encourage educators to feed their minds with positive content, surround themselves with positive people, and develop good habits. The conv…
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Think you know Nasdaq? Hear Jillian Delsignore reveal the surprising ways Nasdaq helps financial advisors manage and grow their businesses. Plus, find out if Israeli bonds should be part of your portfolio. #Nasdaq #InvestmentInsights #JillianDelsignore #IsraeliBonds #FinancialStrategy #InvestmentTips #MarketTrends #WealthManagement #FinancialPlanni…
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7/18/24: Look How Tech-Savvy Crooks Have Become
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High-tech scams are fooling even the biggest companies - hear what to look out for so you don't fall into this trap. Plus, discover the crucial difference between mutual fund dividends and distributions. #TechScams #DeepfakeFraud #MutualFunds #Dividends #Distributions #InvestmentBasics #FinancialSecurity #CyberSecurity #FinanceTips #ProtectYourWeal…
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The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain’s most famous quotes through the lens of a financial advisor! We’ll have a laugh at Twain’s quick wit and shed light on the complexities of retirement planning in today's unpredictable world. Here’s some of what we discuss in this episode: Having a stead…
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7/17/24: The Financial Infidelity Behind Divorces
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What are the hidden financial secrets that often lead to divorce? Find out how undisclosed spending and debt can damage your marriage and what to do about it. #FinancialInfidelity #DivorceRates #MarriageAdvice #DebtProblems #CreditCardDebt #RelationshipTips #MoneyManagement #FinancialAdvice #MarriageCounseling #HiddenSpending ----- Subscribe to pod…
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Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
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At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.By Barron's Advisor
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Is your job safe from AI advancements? Plus, find out why age shouldn't be a barrier to investing in bitcoin and how to make smart financial decisions. #AIJobs #FutureOfWork #JobSecurity #BitcoinInvesting #RetirementPlanning #FinancialAdvice #TechTrends #InvestSmart #AIAutomation #DigitalAssets ----- Subscribe to podcast updates: https://form.jotfo…
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7/15/24: Ric’s Commentary on Recent Events
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Today's episode covers Ric's take on the recent assassination attempt against Donald Trump and its implications for America's future. Plus, a look at how AI could be coming for your job. #Trump #Biden #Crypto #GenerativeAI #JobMarket #AIinWorkforce #PoliticalViolence #EconomicImpact #TechTrends #FutureOfWork ----- Subscribe to podcast updates: http…
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Our conversation today focuses on the importance of maintaining perspective and purpose as educators, and to remember our “Why” as we perform this important work. In this episode, we “flash back” to our first episode of the Educators Among Us podcast, so you can hear why we do what we do and why it matters. Then. Way back in the beginning. And now.…
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7/12/24: How do Trump and Biden Feel About Crypto?
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Curious about Trump and Biden's stance on crypto? Find out their positions and learn how generative AI is revolutionizing financial advisory. #Crypto #Trump #Biden #GenerativeAI #FinancialAdvisory #CryptoRegulation #TechInFinance #AIInnovation #FinTech #FutureFinance ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask R…
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7/11/24: Is Money Laundering a Crypto Thing?
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Is crypto money laundering a real issue? Discover the facts behind the claims and explore whether immigration can truly balance our birth dearth. #Crypto #MoneyLaundering #Immigration #BirthRates #EconomicTrends #Blockchain #FinancialSecurity #PopulationGrowth #FutureEconomy #GlobalTrends ----- Subscribe to podcast updates: https://form.jotform.com…
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7/10/24: Why Your New Neighbor is Probably a Big Corporation
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Wondering why big corporations are buying up houses in your neighborhood? Learn about this surprising trend and its impact on the housing market. #HousingMarket #CorporateBuyers #RealEstateTrends #HomeOwnership #BigCorporations #NeighborhoodChanges #HousingCrisis #MarketTrends #EconomicShift #RealEstateInvesting ----- Subscribe to podcast updates: …
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Leslie Zane: The New Rules of Persuasion for Financial Advisors
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Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.By Barron's Advisor
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7/9/24: Is Your Child’s College at Risk of Closing?
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Worried about your child's college closing? Find out what you need to know. Plus, discover if a robot named Richard is set to take over Ric’s podcast. #CollegeClosures #HigherEducation #StudentSafety #CollegePlanning #Robotics #AIinPodcasts #RicEdelman #FutureOfEducation #TechTrends #PodcastNews ----- Subscribe to podcast updates: https://form.jotf…
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Should you live in a 55+ community? Explore the pros and cons, from social activities to restrictions on family visits, and get advice on making sound housing decisions as you age. #RetirementLiving #55PlusCommunities #SeniorHousing #ActiveAdultLiving #RetirementPlanning #SeniorLifestyle #HousingOptions #AgingInPlace #RetirementDecisions #FamilyRes…
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Episode 65 - A Family Tradition of Educators
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To be an educator is a noble calling with motivation that goes beyond compensation. The most effective educators are all in, committed with mind, heart, soul, and body. No one should be deterred from such a meaningful life purpose. ____ Educators Fellowship is a non-profit organization that encourages educators in their calling and in their faith. …
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7/3/24: Have You Looked at the Dollar Bill Lately?
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Discover the hidden meanings behind the design of the American dollar bill. From secret symbols to historical references, you'll never look at your money the same way again. #DollarBill #AmericanCurrency #Symbolism #USHistory #MoneyMysteries #FinancialLiteracy #HiddenSymbols #CurrencyDesign #PodcastEpisode #LearnWithRic ----- Subscribe to podcast u…
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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
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Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor
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7/2/24: Bitcoin vs Ethereum - What's the Difference?
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Discover the real differences between Bitcoin and Ethereum. Plus, hear how a listener suspects her advisor is ripping her off. #Bitcoin #Ethereum #Crypto #Cryptocurrency #Investment #Blockchain #BitcoinVsEthereum #AdvisorScam #FinancialFraud #PersonalFinance ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https…
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Are You Making These Rookie Mistakes When It Comes to Investing?
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Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some common things that can trip people up. Here’s some of what we discuss in this episode: Making sure that your investments have a defined purpose. Unders…
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7/1/24: Spot Ethereum ETFs Set to Trade Soon
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Ethereum ETFs are about to start trading, offering a new way to invest in crypto. Plus, the Wall Street Journal has some strong opinions about my socks. #Ethereum #CryptoETFs #Investing #Blockchain #FinancialNews #WSJ #FashionFails #CryptoInvesting #ETFs #MarketUpdate ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask …
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Whatever we do should be carried out with intense desire and a fiery purpose, but we must be self-controlled, tempered by humility rooted in a purposeful perspective. Educators who love, teach students to love. Quotes: Carl Jung: “One looks back with appreciation to the brilliant teachers, but with gratitude to those who touch our human feelings. T…
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Discover how exponential technologies are revolutionizing finance, featuring insights from Tim Whitney. Plus, a look at Biden's blundering debate performance. #FinancialAdvice #TimWhitney #ExponentialTech #FinancialFuture #BidenDebate #InvestmentTrends #AdvisorInsights #PolicyChanges #FutureFinance #TechInFinance ----- Links from today’s show: Doub…
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Tonight's presidential debate will cover major issues, but critical questions on student loans, crypto, AI, and Social Security might be overlooked. Tune in to understand the gaps and what the candidates need to address. #PresidentialDebate #StudentLoans #Crypto #AI #SocialSecurity #Election2024 #DebateNight #FutureOfAmerica #PolicyDebate #KeyIssue…
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6/26/24: UK Says this is the #1 Killer of Women
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This disease is now the leading cause of death for women in the UK, but new breakthroughs offer hope. Learn about the latest advancements in research and early detection. #Dementia #Alzheimers #HealthBreakthroughs #MedicalResearch #EarlyDetection #Healthcare #WomenHealth #BrainHealth #Research #Neurology ----- Subscribe to podcast updates: https://…
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6/25/24: Survey Shows How the Old Needs to Learn from the Young
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Discover how investment views differ across generations in a new survey of high net worth individuals. Learn why younger investors are leaning into crypto, and why it's a smart move - tune in now! #InvestmentTrends #CryptoInvesting #WealthManagement #GenerationalWealth #HighNetWorth #FinancialSurvey #CryptoVsStocks #ModernInvesting #AssetAllocation…
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'Resistance Money’: Decoding Bitcoin’s True Value Proposition
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The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor
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On today's show, Ric explores why bitcoin hasn't reached $100,000 yet, focusing on the impact of short selling and the basis trade strategy. Discover how hedge funds are using market-neutral strategies to profit from bitcoin's price stability despite massive ETF inflows. #Bitcoin #Crypto #BasisTrade #HedgeFunds #BitcoinETFs #ShortSelling #Blockchai…
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When we're called to do something, we can’t delay til things are just right with no risks. We may risk restoring relationships, trying new methods, or learning the latest tech. Though the risks are evaluated carefully, we favor action over the fearful status quo because if we hesitate, we might miss the chance of a lifetime at the peak of the mount…
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6/21/24: Revolutionary Gene Discovery Delays Alzheimer’s Onset by Decades
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Scientists have discovered a gene mutation that delays Alzheimer's by decades, offering new hope in the fight against the disease. Plus, Glenn Shimkus, CEO of Prisidio, explains how digital vaults can secure your important documents and protect your legacy. #Alzheimers #GeneticResearch #MedicalBreakthrough #DigitalVault #EstatePlanning #SecureDocum…
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6/20/24: The Hypocrisy of Jamie Dimon and the Democrats’ About-Face on Crypto
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On today's show, Ric exposes Jamie Dimon's contradictory stance on crypto and explores the Democrats' sudden embrace of digital assets. Plus, a look at Rowan University's groundbreaking virtual reality classroom tech. #Crypto #Bitcoin #JamieDimon #Democrats #Blockchain #VirtualReality #EducationTech #Finance #DigitalAssets #DACFPVISION #DoubleVISIO…
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What Can We Learn About Retirement Planning From Baseball?
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How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime. Here’s some of what we discuss in this episode: How having a solid retirement plan is a little bit like playing “small ball.” The “Moneyball” approach, avoiding emotional decisions and focusing on t…
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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
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Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor
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The crypto war is almost over, and the winner is clear. Discover the latest on the future of digital assets and the mainstreaming of crypto. #CryptoWar #Bitcoin #Blockchain #Cryptocurrency #CryptoNews #CryptoInvesting #BitcoinMining #CryptoTrends #CryptoMarket #FinancialInsights ----- Subscribe to podcast updates: https://form.jotform.com/223614751…
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6/17/24: Commercial Real Estate: The Bottom is Nearing
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Commercial real estate continues to spiral, with losses climbing and the bottom still out of sight. Learn why the crisis is deepening and how it impacts the market. #CommercialRealEstate #RealEstateCrisis #MarketDownturn #PropertyValues #InvestmentLosses #EconomicImpact #MarketTrends #RealEstateInvesting #FinancialMarkets #RealEstateNews ----- Subs…
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Prudence is the virtue by which we recognize our divine duty and choose to fulfill it. Prudence enables us to expertly navigate daily decisions with remarkable wisdom and leadership that recognizes different conditions and uses the wisest approach. Quotes: Dante Alighieri: “Consider your origins: you were not made to live as brutes, but to follow v…
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Discover the future of asset management with insights from Jenny Johnson, CEO of Franklin Templeton, the $1.3 trillion asset manager. Plus, a new Alzheimer's study reveals surprising results. #AssetManagement #PrivateAssets #InvestmentTrends #JennyJohnson #FranklinTempleton #AlzheimersStudy #NewTreatment #HealthResearch #Longevity #FinancialInsight…
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Not dead yet.
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6/13/24: Is College Still a Good Path to a Good Job?
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Many Americans are questioning if college is still the best path to a good job. Plus, find out why Smithsonian Magazine named Glassboro, NJ, a top small town to visit. #CollegeDegree #HigherEducation #CareerAdvice #JobMarket #StudentLoans #GlassboroNJ #SmallTowns #SmithsonianMagazine #TravelDestinations #EducationReform ----- Subscribe to podcast u…
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6/12/24: AI About to Revolutionize Advisory Services
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Morgan Stanley’s new AI app is set to revolutionize financial advisory services, saving advisors 15 hours a week. Discover how this innovation enhances productivity and client interactions. #AI #FinancialAdvisors #WealthManagement #MorganStanley #Fintech #AdvisorEfficiency #ClientServices #TechInnovation #Productivity #FutureOfFinance ----- Subscri…
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Global wealth is projected to reach a quadrillion dollars by the end of the decade. Discover what this unprecedented growth means for your investments and financial future. #GlobalWealth #QuadrillionEconomy #FutureInvestments #FinancialGrowth #InvestmentOpportunities #WealthManagement #EconomicForecast #FinancialMilestone #GlobalEconomy #WealthExpl…
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