Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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In this podcast for investing, Stacie Jacobsen, Senior National Director, provides insights on the economy, global markets, and all the complexities of wealth management.
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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My Wake-Up Call came in 2015, when I realized that I had had enough of my corporate job and was ready to take back control of my life. The world and economy are constantly changing, and the best thing you can learn is how to spend your time and energy working *on* your business instead of in it. I’m Paul Thompson, and in my podcast we’ll be discussing exactly that—how to build and grow your investment portfolio from the ground up. With each episode, you’ll hear inspiring stories from those w ...
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simpl ...
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Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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1
Fraud-Proof Your Finances: How to Keep Your Wealth Safe
42:44
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In today's digital age, fraudsters are becoming more sophisticated, targeting individuals through online scams, phishing emails, and identity theft. In this episode, we dive deep into how you can protect yourself from falling victim to fraud. We'll cover key strategies to recognize suspicious emails, phone calls, and messages, and how to verify the…
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Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181]
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In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …
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Lead Impact: The Path to a Successful Business Exit with Joe Markovitch
24:09
24:09
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In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager, at Nicola Wealth, welcomes Joe Markovitch, a seasoned business exit planner, to discuss the complexities and emotional journey of exiting a business. Joe, who describes himself as an “exit Sherpa,” shares his expertise in guiding business owners through the intricate process o…
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Are you investment curious? Thinking about investing your money, but don’t know where to start? Are you a business owner stacking cash, but now want to invest? Or, maybe you’ve just inherited a brick of bills you would like to grow into a fortune… On this Through The Pines episode, we’ll walk you through How to Invest including: Financial Planning …
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1
Tax Efficient Asset Allocation Strategies
28:22
28:22
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You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Cen…
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When you’re nearing retirement, a lot of questions can arise when it comes to decisions around your 401k. In this episode, Scott answers 5 frequently asked 401k questions- specifically for those nearing retirement. Don’t miss out on this essential guide to managing your 401(k) as you approach or enter retirement! Here’s some of what we discuss in t…
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1
6 Secrets to Killer Client Deliverables (180)
18:55
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Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…
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Ep #104: Never Retire: Redefining What's Next After Exiting Your Business
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In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have successfully exited their businesses. Rather than settling into a traditional retirement, we explore how to channel the same drive and energy that fueled your business success into new, fulfilling ventures. Whether i…
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After skyrocketing in recent years, the U.S. national debt is projected to continue growing at an unsustainable pace. Should investors be concerned? Bernstein Senior Research Analyst Chris Brigham examines factors that have contributed to the debt’s rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper …
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120: The Three Cornerstones of a Happy And Fulfilling Retirement
1:38:03
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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…
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Women's LEAD: Above and Beyond Leadership with Henna Mazzocco
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. Henna specializes in drone photography and video production, bringing over two decades of experience in marketing and sales to her craft. During the episode, Henna shares captivating stories of capturing …
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Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams
27:53
27:53
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In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…
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Simplifying Financial Health for Better Advice [179]
35:46
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In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…
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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide
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In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale i…
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1
The Reality Behind Recent Market Dips: A Long-Term Investment Outlook
26:13
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In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…
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SECURE Act 2.0 Changes on Retirement Savings
29:58
29:58
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If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plan…
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Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…
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Did you know that the first week of August was National Simplify Your Life Week? Just as decluttering your home can ease the stress of cleaning and upkeep, decluttering your finances can reduce stress when it comes to planning for your retirement. Join Scott as he outlines five key strategies to simplify your retirement plan and reduce stress. Here…
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Ep #102: 6 Strategies to Thrive When the Market Crashes
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In this episode, I share six key strategies to help you thrive when the market crashes. Drawing from my experience guiding clients through market downturns, I explain how to navigate financial turbulence and make the most of down markets. Whether you’re a business owner or an individual investor, this episode provides valuable insights on shifting …
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Confronting the Cliff: Why You Should Revisit Your Estate Plan Before 2026
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The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies. Note to All Readers: Th…
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The Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen
43:55
43:55
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In this episode, Robert Olsen, Vice Chair of Private Capital at Nicola Wealth, is joined by Ken McKinnon, Senior Managing Director and Equity Partner at Institutional Mortgage Capital, and Simon Carlsen, Senior Director of Mortgage Investments at Nicola Wealth, for an in-depth look at trends and opportunities in real estate debt. Despite past chall…
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1
Ditch Projections For Peer Benchmarking [177]
20:37
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Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …
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Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been"
40:52
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In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal rol…
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119: A 3-Step Process for Crafting a Statement of Financial Purpose – Part II
1:23:14
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*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…
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Ep 91: Growing the licensee of the future - Hugh Humphrey
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Listen to Hugh Humphrey, CEO of Count, as he traces his unique career path from roles in consulting, to telecommunications, and eventually to financial advice, now leading one of the largest licensee groups in Australia. Hugh shares the leadership insights he gained from other impressive leaders, such as values-based decision-making, the importance…
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Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business
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5:34
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In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount that goes into their pocket after the sale. I explain the various deductions that can significantly reduce the final proceeds from the sale price, including broker fees, outstanding debts, and taxes. Using a real-life example, …
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Understanding Influences on Your Money Habits: Experience, Luck, and Risk
29:00
29:00
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In this episode, we revisit one of our favorite personal finance books, "The Psychology of Money" by Morgan Housel to understand how our individual experiences and the elements of luck and risk influence our financial decisions. Building on key insights, we explore why personal history plays such a significant role in shaping how we view money and …
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Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence
27:16
27:16
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In the latest episode of The Wealth Exchange podcast, Victoria Emslie is joined by Amanda Sayfy, the new Executive Director at Dress for Success Vancouver. Amanda discusses her role and shares the impactful mission of the organization, which helps women and gender-diverse individuals achieve economic independence. Dress for Success goes beyond prov…
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Behavioral Finance & How our Subconscious Controls our Money
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In Behavioral Finance we study many of the subconscious views that investors have towards investing and money. Often times these views can negatively impact our decisions and ultimately our investment returns. On this Through The Pines episode, we’ll dive into the following behavioral financial concepts: Mental accounting Familiarity Bias Herd beha…
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Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…
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Ep #100: A Proven Investment Strategy for 99% of People
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In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether …
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Investing Matters: Introducing the Nicola Wealth Money Market Fund
13:21
13:21
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricich to discuss the launch of the new Nicola Wealth Money Market Fund. In this episode, Ben explains why now is the perfect time to introduce this fund, given the recent rise in interest rates and changes in regulations. He provides insights into the fund’s investment strategy, di…
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1
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses
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In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…
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Manage Your Firm & Clients Incrementally [175]
33:49
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Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…
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Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money
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In this episode, I dive into the top three investment mistakes that can derail your financial future and how to avoid them. Learn why timing the market is nearly impossible, the dangers of selling in a down market, and the stress caused by checking your accounts too frequently. I share my personal experiences and practical tips to help you make sma…
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Preparing for Retirement: Withdrawal Rates
30:08
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If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank cris…
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1
Happy Campers: CEO Jeffrey Hunter on Storyteller Overland’s Success
18:26
18:26
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Storyteller Overland has succeeded by embracing exploration and innovation while forging close connections among #vanlifers. Hear how in this insightful conversation with CEO Jeffrey Hunter. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of t…
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Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
43:28
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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…
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258: The Sprint Method: Effective Strategic Planning with Simon Severino
48:26
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Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Simon Severino discusses his background in strategy advising for Fortune 500 boards and his passion for helping businesses enter and dominate …
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How to Cultivate Financial Discipline to Meet Your Goals
36:57
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A 2023 survey conducted by payroll.org found that 78% of Americans live paycheck to paycheck and are struggling to save or invest after covering monthly expenses. Despite markets reaching all-time highs, recent years of inflation have driven significant stress and concern over the current economic state. Roughly half of 4,000 respondents in a June …
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Investing Matters: Q2 2024 Market Commentary
17:19
17:19
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024. In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of r…
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Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…
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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth
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13:28
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In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid them. Whether you're just starting out or you're a seasoned business owner, these lessons will guide you towards making smarter financial decisions and building lasting wealt…
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257: Growing Your Network and Audience Through Podcast Guesting with Mischa Zvegintzov
52:29
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Description: Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Paul and Mischa discussed strategies for podcasting, including the use of guest speaking to increase impact and income, and the importance of …
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2024 Financial TRENDS (and what hasn't changed?)
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What are the Financial Planning Trends of 2024? Holistic Approach to financial planning: focusing on factors outside of just investments Staying ahead of client’s insatiable appetite for financial news and information Virtual meetings Using AI to determine financial trends. Other uses for AI within the industry. Client services Coin / Alt investmen…
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118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
1:19:17
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A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an entire course on it. And, …
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If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of t…
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Women's LEAD: Transforming Hospitality and Culinary Industries with Meeru Dhalwala & Joanna Jagger
1:11:03
1:11:03
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Joanna Jagger and Meeru Dhalwala, two influential women making a difference in the hospitality and culinary industries. Joanna, the Founder and President of the WORTH Association, shares her passion for supporting women in the recreation, tourism, and hospitality industri…
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With Fourth of July celebrations recently behind us, we're focusing on the theme of independence in today's episode. But this isn't just about whether you've saved enough money for retirement. Instead, we’ll explore different categories that contribute to our sense of independence in retirement. Here’s some of what we discuss in this episode: 0:00 …
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Market Trends To Consider When Investing In An Election Year
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In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…
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