Best Wealth Enhancement Group Podcasts (2024)

1
Episode 249 | Are Women Group Practice Owners Facing an Unequal Playing Field? with Racheal Cook 22:04

1h ago22:04

22:04

Ever wondered why so many women pour their hearts and souls into their group practices but still find themselves struggling to hit those higher revenue marks? Unfortunately, this is an all too common occurrence. We all know that running a business as a woman comes with its own unique set of challenges, but the real question is: what can we do about…

1
8.11.2024 I Are Big Tech Stocks Getting Too Hot? 42:40

2d ago42:40

42:40

Big Tech is driving a big part of the stock market in 2024. Time to jump in or be cautious?

1
Real Social Security Talk with NARSSA Co-Founder Martha Shedden 30:35

7d ago30:35

30:35

1
8.4.2024 I Reducing Your Investment Risk 42:39

9d ago42:39

42:39

As we get older and our time horizon gets shorter it is common and usually appropriate to want to reduce risk. How should investors do it? What are the options or ways that we coach our clients on reducing investment risk?

1
Enhancing Machine Intelligence 1:16:26

11d ago1:16:26

1:16:26

Summary Guido Meardi, CEO of V-Nova, discusses the importance of data compression in digital technology and its impact on various industries. He explains how V-Nova's compression technology enables more efficient use of data, leading to better quality and cost savings. Meardi also shares the exciting future of volumetric movies and immersive entert…

1
Episode 248 | Turning Private Practice Income into Wealth with Ryan Derousseau 14:44

13d ago14:44

14:44

Have you ever been stressed about losing income while you’re away from your practice? If that sounds familiar, it’s probably time to think about turning your group practice income into lasting wealth. That’s why I sat down with Ryan Derousseau from Thinking Cap Financial to explore the essential topic of financial planning for group practice owners…

1
7.28.2024 I The Tax Cuts and Jobs Act Sunsets in 2025 42:51

17d ago42:51

42:51

How will major tax changes for 2026 affect you?

1
Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon 43:28

21d ago43:28

43:28

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…

1
A Conversation with DGIM Law Partner Monique Hayes 32:32

23d ago32:32

32:32

1
7.21.2024 I Financial Independence 42:47

25d ago42:47

42:47

Financial independence can give you more control over your time and more freedom to choose how to spend it.

1
Supercharge Your Business 35:51

26d ago35:51

35:51

Summary Referrals can supercharge a business and lead to more customers and increased revenue. Brandon Barnum, author of 'Raving Referrals,' shares his expertise on building a referral engine. He emphasizes the importance of thanking and updating the people who give referrals, as well as creating strategic alliances with others who serve your targe…

1
Episode 247 | Diversifying Services in Today's Market with Dr. Ajita Robinson 21:15

27d ago21:15

21:15

In today’s market, it’s more crucial than ever for us group practice owners to think like CEOs and differentiate our services. But that’s often easier said than done - especially if you’re not sure where to start. In this episode, I chatted all about this with Dr. Ajita Robinson, a licensed clinical professional counselor who specializes in grief a…

1
Opportunity Awaits: A Midyear Outlook 33:03

30d ago33:03

33:03

A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed. The topics covered included:• The Fed and where rates may be headed• Further discussion on fixed-income• …

1
7.14.2024 I Financial Wellness 42:50

1M ago42:50

42:50

Financial wellness balances the desire for financial security and freedom of choice, looking at both through the lenses of the present and the future.

1
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich 26:28

1M ago26:28

26:28

1
7.7.2024 I Ask Bruce and Peg Anything 42:50

1M ago42:50

42:50

This week, Bruce and Peg are opening the show to listener questions.

1
The Wealth Transfer from Baby Boomers to Millennials 1:09:04

1M ago1:09:04

1:09:04

Summary Justin Donald shares his journey from making mistakes early in his investment and entrepreneurship career to becoming a successful entrepreneur and investor. He emphasizes the importance of learning from mistakes and developing systems and processes to scale a business. Justin also discusses the mindset shift he had to make to prioritize hi…

1
Episode 246 | Increasing Staff Retention with Shelli Warren 26:48

1M ago26:48

26:48

In recent years, retaining top talent has become more challenging than ever for group practice owners. The hard truth? Your staff are likely leaving because they no longer feel connected to you or their work. So, how can you keep your team engaged and committed to your practice? In this episode, I sit down with Shelli Warren, a seasoned team and le…

1
6.30.2024 I 529 College Savings Plans 42:39

2M ago42:39

42:39

529 college savings plans can be one of the best ways to save for college. And they offer more choices and flexibility than they ever have before.

1
Failure as a Choice, Not a Label 1:05:47

2M ago1:05:47

1:05:47

Summary In this conversation, Mike Kaeding interviews JCron, the former partner and president of Kajabi, a knowledge commerce platform. JCron shares his journey from bankruptcy to building a $2 billion enterprise. He emphasizes the importance of authenticity and human connection in the digital age. He also discusses the power of being broke and the…

1
6.23.2024 I What WEG's Roundtable Can Do for You 42:40

2M ago42:40

42:40

By having direct access to Wealth Enhancement Group Roundtable™, you can benefit from a customized investment portfolio and a suite of “whole-life” planning strategies.

1
Episode 245 | Are Insurance Companies Taking Over Mental Health Practices? Here's What You Need to Know 12:03

2M ago12:03

12:03

Have you ever wondered how the acquisition of mental health practices by insurance companies might affect your practice? In this episode, I dive into the trend of insurance companies acquiring mental health practices. I share insights on the implications of this trend for small independent practices, discussing potential impacts on patient choice, …

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka 29:43

2M ago29:43

29:43

1
Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach 29:37

2M ago29:37

29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…

1
6.16.2024 I How to Assemble a Team of Advisors 42:41

2M ago42:41

42:41

Having the right team in place is critical for preserving and growing your wealth. You don’t have to do it alone.

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson 33:23

2M ago33:23

33:23

1
6.9.2024 I Avoiding Lifestyle Creep 42:52

2M ago42:52

42:52

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a requi…

1
Make the Customer the Hero 39:25

2M ago39:25

39:25

Summary Crafting a compelling message is essential for conveying your dream to others. It requires understanding the needs of your audience and packaging your ideas in a way that resonates with them. Danny Brassel, an expert in crafting messages, shares valuable insights on how to create impactful introductions, make the customer the hero, establis…

1
Episode 244 | Integrating Psychedelic-Assisted Therapy Into Your Practice with Christopher Brown 23:00

2M ago23:00

23:00

Ever wondered how psychedelic-assisted therapy is reshaping mental health treatment? In this episode, I dove into the transformative realm of psychedelic-assisted therapy with the incredible Christopher Brown. As a social worker and military veteran, Christopher brought a wealth of knowledge from his transition from the VA to his own private practi…

1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig 40:34

2M ago40:34

40:34

1
6.2.2024 I Ask Bruce and Peg Anything 42:58

2M ago42:58

42:58

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

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A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson 33:10

3M ago33:10

33:10

1
How To NOT Look Stupid: Personal Branding for Beginners 27:57

3M ago27:57

27:57

Summary Building a personal brand is key to achieving success and making connections. It involves showcasing your expertise, sharing your story, and being authentic. Steps to building a personal brand include identifying your subject matter expertise, developing thought leadership, sharing your passions and values, highlighting what makes you diffe…

1
Episode 243 | How to Instill Clinical Confidence in Your Therapists with Shannon Heers 21:21

3M ago21:21

21:21

Have you ever wondered how to empower therapists in your group practice, especially those who are just starting out or are provisionally licensed? In this episode, I had the honor of chatting with Shannon Heers, an Approved Clinical Supervisor and founder of Firelight Supervision, about boosting the confidence of therapists. In our conversation, we…

1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments 26:52

3M ago26:52

26:52

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…

1
5.19.2024 I What's it Like to Work with a Financial Advisor? 42:58

3M ago42:58

42:58

Working with an experienced and knowledgeable financial advisor has changed dramatically over the past 30 years.

1
Earn $30k in 30 days 35:01

3M ago35:01

35:01

Summary Nicky Billou shares insights on how to earn $30,000 in 30 days by having the right mindset and focusing on serving people. He emphasizes the importance of caring about people and solving acute problems for them. Nicky also highlights the need to think like a business person and not just focus on the technical aspects of a skill. He advises …

1
Navigating Medicare Supplement: An Advisor’s Guide 22:33

3M ago22:33

22:33

1
A Conversation with The Sandidge Group Principal, James Sandidge 34:18

3M ago34:18

34:18

1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner 33:28

3M ago33:28

33:28

1
5.12.2024 I Woman and Wealth 42:54

3M ago42:54

42:54

Today’s topic is Women’s Values and Wealth, how personal values can play an important role in women’s financial plans, and how to incorporate your values holistically into your investments.

1
Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani 26:24

3M ago26:24

26:24

Are you overwhelmed by the idea of taking Medicare in your group practice? You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits. That’s why in this episode, Gabrielle Julian…

1
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital 31:32

3M ago31:32

31:32

The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater …

1
A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

3M ago32:23

32:23

1
5.5.2024 I Ask Bruce and Peg Anything 42:43

3M ago42:43

42:43

This week, Bruce and Peg are opening the show to listener questions.

1
A Conversation with IncomeConductor CEO Sheryl O'Connor 34:18

4M ago34:18

34:18

1
A Conversation with HealthView Services CEO Ron Mastrogiovanni 34:35

4M ago34:35

34:35

1
WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities 24:51

4M ago24:51

24:51

Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets…

1
4.28.2024 I Don't Treat Your 401(K) Like an ATM 42:55

4M ago42:55

42:55

Retirement plans use incentives and penalties specifically designed to keep you from tapping your nest egg until later in life — for good reason.

1
A Portfolio is NOT a Plan 31:28

4M ago31:28

31:28

Summary Chad Hufford, owner of Veritas Wealth Management, discusses the importance of having a strategic long-term financial plan and avoiding common mistakes made by investors. He emphasizes the need to focus on income rather than principle, and to have a target for retirement income needs. Hufford recommends owning a diversified portfolio of equi…

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Wealth Enhancement Group Podcasts

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