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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Future Ready NextForce

Workforce Solutions Rural Capital Area

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Showcasing the local workforce development efforts building the highly skilled multi-generational “NextForce” Central Texas communities need to compete globally and remain “Future Ready.” The "Future Ready Nextforce" Podcast is brought to you by Workforce Solutions Rural Capital Area, Developing Talent for Employers by Coaching Texans to Employment.
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The Department of Veterans Affairs Human Capital Services Center proudly presents Are You Future Ready: AdVAncing Your Professional Development, a podcast about the skills you need to thrive at work and in life. In each episode Amy Parker, VA’s Chief Learning Officer, and learning leaders from across VA will share strategies you can use to develop essential skills like emotional intelligence, problem solving, and critical thinking. Listen in as podcast guests share insights gained from leadi ...
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Future Ready Through M&A

Fidelity Institutional

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Mergers and acquisitions specialist Scott Slater explores M&A through conversations with thought leaders. Made possible by Fidelity Institutional and powered by the M&A Fidelity Leader's forum, Future Ready through M&A is a podcast series providing insights into M&A which may help you to grow your business.
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Future Ready CMO

Mary Gilbert and Dee Anna Paredes

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We live in dynamic times — not just in Marketing, but in business, global politics, and technology. Consumer desires have fundamentally shifted, and CMOs face not only stalling growth, but a mandate to reinvent business at every level. Our role has never been more important. At Future Ready CMO, we’re on a mission to help marketers become a force for change. We explore the ideas and innovations we can apply to shape the future of our economy, our social structures, and our planet.
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Welcome to the Ready Your Future Podcast - your resource for preparedness, survival, homesteading, and more, designed to help you build a better future. We understand that life can be unpredictable, and our podcast offers valuable insights, practical tips, and actionable advice to help you prepare for any situation that may arise. We provide essential information and guidance on how to prepare for emergencies, disasters, and other unexpected events, so you can stay safe and secure in any sit ...
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In this episode, listeners will learn about the medicinal benefits of peppermint, including its antibacterial properties and uses for headaches, nausea, and respiratory issues, along with tips on growing and using it. The episode also highlights the importance of creating a family emergency binder with essential documents. Additionally, it covers t…
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"Should I start paying down my mortgage more aggressively? If I do, it would cut into my Roth and HSA contributions." We're answering YOUR questions on this week's Get Ready For The Future Show! Can you explain inflation numbers to me and how I can adjust to them? Which accounts should I draw from first if I'm about to retire? Should we cut down so…
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Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that is setting new standards for managing client relationships and document security…
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Worried about the 2024 election's impact on your investments? Scott brings surprising truths about stock market performance during election years and beyond. He's also breaking down historical data and debunking common misconceptions, with valuable insights for investors navigating political uncertainty. For charts and more episode information, vis…
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Do you feel ever feel like you're not living in the world you grew up in? It's hard to distinguish this world from just 10 or 20 years ago sometimes! There are challenges of adapting to a rapidly changing world, particularly for those aged 40 and above. You might long for a simpler time, one free from the frustrations that arise from technological …
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I own a business that’s largely online. What would you suggest in the planning process for a smooth transition or sale of the business if I retire or pass away? We're answering YOUR questions on this week's Get Ready For The Future Show with a special guest, Attorney Chris Rippy from Rippy, Stepps & Associates in Conway! Can you help me understand …
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Join Todd as he shares personal insights from his father's recent heart attack and offers essential tips for preparing for medical emergencies. Learn how to organize crucial medical information and create a hospital go-bag to ensure you're ready for unexpected health crises. For more on this topic and to download the checklist , visit - Ready Your …
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I want to start a business in my “retirement.” Where should I start and what are some protections I need in place to keep my retirement assets safe? We're answering YOUR questions on this week's Get Ready For The Future Show! Where should I contribute more if I just got a significant raise? My financial advisor suggests investing 20% of my assets i…
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Dive into the latest housing market trends with Scott Inman in this week's Fastest Four Minutes in Finance. Discover how the South has dominated home sales for 16 years and why the Great Reshuffle might be ending. For charts and more episode information, visit: https://getreadyforthefuture.com/housing-market-shift-is-the-southern-boom-cooling-off/…
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Episode Summary In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client rel…
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I'm 37 and plan to retire early in 8 years. Can I do that, and work part-time, when I get my pension? We're answering YOUR questions on this week's Get Ready For The Future Show! How do we know when we can spend a little more versus being more conservative with our hard-earned money in retirement? What should I do with an inheritance that I want to…
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This episode delves into three crucial topics for modern preppers. We explore the concept of a “silent depression” and how it might be affecting us right now, challenge the traditional survival “Rule of Threes,” and outline practical preparedness steps everyone should take annually. For articles mentioned and more, visit the website - https://ready…
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My wife and I have a stereotypical 60/40 split. Are we “safe” enough? We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ Should I be worried about a recession after the election? ✅ Are there any tax-efficient strategies for transferring ownership of my business when I retire? ✅ Is $1M enough to retire comfortably with re…
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Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Richard Betsalel, a senior investment banker with Crosbie and Company. They explore the intricacies of mid-market business sales and strategic financing, shedding light on effective preparation and the impact of competitive tension on achieving …
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Here is the latest from podcast episode from Todd Sepulveda. He discusses crucial lessons from Hurricane Beryl, why salt is a vital prepping resource, the balance between modern tech and old-world skills and the 2024 election concerns and their potential impact. This episode covers everyday emergency readiness, from power outages to electrolyte bal…
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Do you recommend prioritizing maxing out both our IRAs before making contributions to a brokerage account? We're answering YOUR questions on this week's Get Ready For The Future Show! Can I comfortably retire with $800k in my 401(k) and Social Security? How does government spending play into inflation? What advice can I give my adult children who a…
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In this week's Fastest Four Minutes in Finance, Scott dives into LPL Research's Mid-Year Market Outlook and explores the surprising link between home refinancing and consumer spending that may have prevented a recession. For charts and more episode information, visit https://getreadyforthefuture.com/housing-market-secrets-how-refinancing-saved-the-…
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I’m 57 and have had some health scares lately and I'm thinking: what kind of options do I have for healthcare in retirement? We're answering YOUR questions on this week's Get Ready For The Future Show! How can I leave money to my kids without burdening them with taxes? My wife and I are in our late 40s: should we sit down with an advisor? And if yo…
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Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Merle van den Akker, an active voice in behavioral finance. Broadcasting from Sydney, Merle provides a detailed exploration of how deep-seated human behaviors and biases affect financial decision-making. With her extensive background in behavioral science, she…
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My husband and I have $200,000 in a high-yield savings account: are we beating inflation? We're answering YOUR questions on this week's Get Ready For The Future Show! What’s the best thing for me to do with my money after selling shares of my business? My wife and I are retired with $1.2 million: should we claim Social Security as late as possible?…
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I'm 54 with $690,000 saved for retirement. Am I on track to retire at 62? We're answering YOUR questions on this week's Get Ready For The Future Show! I want to get as much as possible out of Social Security – how do I maximize my benefit? Gold is always a big talking point, but what about copper? Should we downsize our house before we retire? And …
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Episode Summary: Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions. Key Quote: “Technology doesn't fix a broken business; it just acc…
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I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show! Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment…
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How do I help my 20-year-old determine how much to contribute now, what to invest in, and when to talk to a financial advisor? We're answering YOUR questions on this week's Get Ready For The Future Show! Are annuities something I should consider to help provide lifetime income? What do I need to do if I want to retire at 55, but also want to travel…
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Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan discusses the often misunderstood aspects of transitioning into retirement with expert Gillian Leithman. Gillian, an adjunct professor and co-creator of the Certified Professional Retirement Coach Designation, shares invaluable insights on how retirees can rew…
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Disaster struck Houston with a powerful derecho storm, leaving over a million people without power for days. My family went through 7 days without electricity on this one! I share about my experience, the importance of preparedness and having the right gear. From generators to portable ACs, being self-reliant made all the difference in navigating t…
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How do you think the outcome of the election will impact the markets? Who does the market want to win? On this week's Get Ready For The Future Show, we're answering YOUR questions! What impact do you see the US debt having on our investments? How do you tell if inflation is really coming down when I'm not feeling it in my bank account? How can I mi…
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What do you think about Roth vs traditional benefits when you have a sizeable pension? On this week's Get Ready For The Future Show, we're answering YOUR questions! What should we consider if we want to move out of state when we retire? With a state pension, should I be more aggressive with my 457 investments? Does it make sense to alter investment…
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Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This disc…
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I'm 62 and want to retire, but my wife wants to delay taking Social Security - what are the risks and benefits? On this week's Get Ready For The Future Show, we're answering YOUR questions What are the best available options to retire if I'm self-employed? Does it hinder me to invest in Target Date Funds? Should I start a business to help keep trac…
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I love my job and want to keep working, but my wife wants to retire. Can she go ahead and do that while I keep working? On this week's Get Ready For The Future Show, we're answering YOUR questions! How do you determine your contribution rate if your income is variable? If I got an inheritance, should I pay down house debt or invest more in retireme…
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The SECURE Acts have paved the way for annuities to be offered in employer retirement plans, and surveys show that American workers are interested in investing in them. In this week's Fastest Four, Scott explores the latest trends in annuity sales and the growing demand for guaranteed lifetime income, especially among pre-retirees. But also the com…
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Embark on a journey through the financial landscape with Candice Jay, a wealth advisor with CC&L Private Capital, who brings her frontline experience to bear on the complexities of managing affluence in a fast-paced world. Her expertise unravels the tapestry of holistic advice, where the art of wealth management transcends the boundaries of mere nu…
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This episode delves into the intricacies of building a mutual assistance group or survival group, addressing crucial aspects such as identifying the right people, establishing non-negotiable rules, and determining the group's location. Whether you're a seasoned prepper or just starting your journey, this episode offers a wealth of practical informa…
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How can I prevent my money from getting taxed again as added income? On this week's Get Ready For The Future Show, we're answering YOUR questions! Will selling my business be enough to fund my retirement? How can I better understand my risk tolerance? How do we know if it's okay to retire early? And if you've got a question you want answered on the…
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We dive into the concept of "chaos awareness" - a crucial mindset for navigating the overwhelming challenges of our times in the episode. From economic turmoil and geopolitical tensions to personal crises and natural disasters, life can bombard us with chaos from all directions. Mentioned on the Podcast End Time Vectors - Jacob Prasch No Regrets t-…
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In what order should we draw down accounts prior to Social Security and after work? On this week's Get Ready For The Future Show, we're answering YOUR questions! We are wondering how to decide which account to fund more? 401(k) or Roth IRA? What are your thoughts on Tax Rates and Standard Deductions changing in 2026? I'm nearing age 55 and am tryin…
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