Best Advisors Assemble Podcasts (2024)

1
Overruled!--HATE and The King's bad Advisor 25:27

9d ago25:27

25:27

If God overrules the plans of men great and small, today's passage reminds us why we should earnestly pray that God would continue to interject Himself in the affairs of men. We look at Hate which seems to be everywhere we look. The kind of hate that would be willing to take another person's life without remorse or regret. The perfect recipe of for…

1
Listen, Listen. Love, Love. | Joe Petry 46:17

2h ago46:17

46:17

Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…

1
Governance in Acquisitions with Liz MacRae 48:50

2h ago48:50

48:50

Munir Haque is joined by exit plan advisor and co-founder of Village Wellth, Elizabeth MacRae, to talk about the buying and selling of business and why Village Wellth was founded to facilitate those needs. What is the board of directors’ role in an acquisition or sale? What is typically overseen by the board? Liz sheds light on how they operate in …

1
Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry 30:51

19m ago30:51

30:51

Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC). Follow Jason on LinkedIn. Visit or sign up to MIMHC here. Visit Crystal Specialist Finance here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and conten…

1
Overruled!--Prudence Versus Bitterness 35:28

2h ago35:28

35:28

As we continue in this series, we see a man who has everything, yet, cannot enjoy the life that he has because of one person. On the other hand we see a woman who is desperately trying to rescue her people. One is prudent, the other is bitter. Today, we see a deep truth about how easily our joy can be highjacked by a person that we give to much con…

1
Episode 10: 'Talking Ads' with Alex, Hannah, Steph and Tessa 24:29

1h ago24:29

24:29

The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly …

1
Overruled!--On the Third Day... 24:30

4h ago24:30

24:30

Today, we stop and examine a picture of the throne room of God. We see three main truths from Esther chapter 5, verses 1-3. We note that God has one theme, a thread that runs through out the Old Testament and is exposed thousands of years later by the coming of Jesus Christ. All of this is presented by Jesus himself, as he points back at these diff…

1
The Family Estate Organizer 25:13

1h ago25:13

25:13

Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all …

1
5 Secrets Of Wealthy Women 23:20

33m ago23:20

23:20

Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women.#finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #w…

1
8.18.2024 I Market and Strategy Update 42:35

4d ago42:35

42:35

Tim Insko is a Portfolio Manager at Wealth Enhancement Group and part of a team that offers comprehensive financial planning and that is committed to forming long-term relationships with clients.

1
Ethical Decision Making with Karen L. Smith 47:50

8d ago47:50

47:50

Join us for a compelling conversation with Karen Smith as we delve into the essentials of ethical decision-making and governance across corporate and municipal boards. Our speakers shed light on the critical importance of fostering an ethical culture, maintaining transparency, and ensuring accountability. Listeners will discover why effective gover…

1
Easy Tips To Start Saving Today 25:37

18h ago25:37

25:37

Sometimes getting started is the hardest part. If you are wanting to establish yourself financially - or if you are looking to help #kids or #grandchildren get a solid footing, tune in to this episode of #MoneyGuidewithMarySterk to hear us share easy tips to start #saving today.#investments #retirement #savings #compoundinterest #paycheck #401k #em…

1
Google Ads Admin: Essential Steps for Financial Services - Alex Curtis 16:22

6d ago16:22

16:22

Key Topics Covered: 1. Advertiser Verification: Importance of proving your identity and business legitimacy to Google. Required documents: Incorporation certificate and passport/driver’s license. Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register. Tips for ensuring your identification docum…

1
Overruled!--Intercession and Walking in God's Timing 25:40

11d ago25:40

25:40

Today, we look at the idea of Intercessory prayer. We also examine one of the most iconic statements in the Word of God made by Mordecai. We also speak on how to lean into a new purpose for many Christians, as they begin to mature into solid believers. By trusting God even though we do not know the outcome, God may test us, as did Jesus with his di…

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
Google Ads For Brokers - Setting Up For Success - Alex Curtis 17:50

8d ago17:50

17:50

Key Points Discussed: 1. **Definition of Conversions and Key Events**: - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website. - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This inclu…

1
8.4.2024 I Reducing Your Investment Risk 42:39

18d 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
The Bulls & The Bears 24:38

13d ago24:38

24:38

#BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you.#stockmarket #volatility #emotions #greatdepression #portfolio #greatrece…

1
3 Portfolio Pitfalls To Avoid 24:15

12d ago24:15

24:15

Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently m…

1
Governance & Executive Development with Brad Sugars 51:06

14d ago51:06

51:06

Host Munir Haque, in partnership with ActionEdge Executive Development, welcomes guest Brad Sugars to the show. Brad Sugars is the world’s number-one business coach with a 30-year career. He is a found and chairman of Action Coach and has written 18 books on business, marketing, and leadership, including The Wealth Coach and Pulling Profits Out of …

1
Political Governance with Mark Docherty former Speaker of the Sask. Legislative Assembly 51:08

14d ago51:08

51:08

Host Munir Haque, in partnership with ActionEdge Executive Development, welcomes Mark Docherty, a former Saskatchewan Party MLA and Speaker of the House to the podcast. Mark details his extensive career in human services, working in various roles from youth centers to positions in ministries dealing with health, social services, and immigration. Ma…

1
Designing Your Board of Advisors with Rachel Mielke of Hillberg and Berk 50:44

14d ago50:44

50:44

Host Munir Haque, in partnership with ActionEdge Executive Development, welcomes guest Rachel Mielke, Founder and CEO of Hillberg & Berk, recipient of the Queen’s Platinum Jubilee Medal for 2023, Top 40 Under 40 2017, and co-chair of Women Leading Philanthropy, among many other achievements. Rachel talks with Munir about the challenges of starting …

1
First Nations Governance with Cadmus Delorme 52:59

14d ago52:59

52:59

Host Munir Haque and partner Action Edge Executive Development welcome everyone to the inaugural episode of The Boardroom 180 Podcast. In this first episode, Munir welcomes guest Cadmus Delorme, former Chief of the Cowessess First Nations in Southern Saskatchewan and CEO and Founder of OneHoop, to the show. Munir and Cadmus discuss governance withi…

1
Remarketing - Be Aware of Spam - Alex Curtis 9:41

16d ago9:41

9:41

Alex is back on The Advisers Assemble Podcast, this time to talk about remarketing and how to avoid spam enquiries - including what this means and why you need to be aware of it if you are running remarketing adverts or planning too. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing …

1
Overruled!--The Evil and Timeless Plot of Satan 24:48

18d ago24:48

24:48

Today, we see Haman want to kill not only Mordecai but all the Jewish people in King Xerxes's Kingdom. Verse 7 is the verse where Haman's plans fail. He went to his Gods to try to acquire when would be the best time to destroy the Jewish people. As people who know the story, we can appreciate how God has already overturns the decisions and plans of…

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

30d ago42:51

42:51

How will major tax changes for 2026 affect you?

1
Investing 101: Stocks, Mutual Funds, and ETFs Explained | Nick Orenduff 40:51

1M ago40:51

40:51

In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments …

1
Episode 9: 'Talking Ads' with Alex and Tessa 22:26

23d ago22:26

22:26

Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins. But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immer…

1
Duped! 26:56

24d ago26:56

26:56

How did we as a human race ever come to seeing our loved ones dying. The Biblical record offers answers that secular people do not consider. If you have lost a sibling, parent, spouse either young or old you know that there seems to be something missing. Seems like life should not just end so abruptly. How did we get here? Genesis offers that it wa…

1
7.21.2024 I Financial Independence 42:47

1M ago42:47

42:47

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

1
MONEY IN A MINUTE: Investing in Your 20s 1:04

1M ago1:04

1:04

It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…

1
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer 0:53

26d ago0:53

0:53

Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvis…

1
From Lead to Application: Mastering High Conversion Rates - Rebus FS share their process 47:35

1M ago47:35

47:35

In a world where influencers and bloggers often tout quick fixes and shortcuts, it's refreshing to hear a different perspective. Join us as we sit down with Lee & Neezam, two successful professionals who believe in investing more time with their clients to achieve outstanding results. They share their process from the moment a lead drops in their i…

1
"Overruled!" The Trivial Actions that Change Destiny 23:05

1M ago23:05

23:05

Today, we are told how Mordecai uncovered a plot to assassinate King Xerxes. He warned Queen Esther, who then passed the information on to King Xerxes. We note two important truths: First, the trivial matter of Esther obeying her older cousin. Second, the trivial action of Loyalty to King Xerxes by both. Both obedience and loyalty are character tra…

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
The Lead Ladies - Room 101 - Funmi Olufunwa Returns! 34:20

1M ago34:20

34:20

Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share parental updates and more! Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life? Follow Funmi on LinkedIn. Brought to you from the …

1
"Overruled" --Esther's Favor 29:37

2M ago29:37

29:37

We continue in our Summer Series, "Overruled" In this series we work our way verse by verse through the book of Esther. We see in this narrative how God is sovereign in the affairs of men, and how HE overrules the decisions and desires of mankind on a daily basis--from the greatest to the least. Today, we see Esther and the favor of God on her life…

1
7.7.2024 I Ask Bruce and Peg Anything 42:50

2M ago42:50

42:50

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

1
Diversification Only Works If You Are Diversified 23:22

2M ago23:22

23:22

Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey#assetclass #assetallocation #risk #…

1
Estate Planning With Digital Assets 24:06

2M ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan.#will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login …

1
10 Common Fears Of People With Money 24:25

1M ago24:25

24:25

People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have.#investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement …

1
How The Fiduciary Rule Impacts YOU 22:33

1M ago22:33

22:33

What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts.#assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey BankeyBy Mary Sterk

1
All About Your IRA 25:17

2M ago25:17

25:17

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.#taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey…

1
Maximizing Your Social Security 23:21

2M ago23:21

23:21

Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security.#retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey…

1
How To Pick A Stock 24:26

2M ago24:26

24:26

Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stockFeat Mary Sterk & Kelsey Bankey#agriculture #tech #financial #johndeere #investing #fundamen…

1
The Lead Ladies - Room 101 With Rhys Schofield 38:21

2M ago38:21

38:21

It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …

1
Overruled!--The King's Failure 27:38

2M ago27:38

27:38

Today, we once a look to Esther. We notice that in the narrative that the wise men was asked by the King, "What should happen to Queen Vashti since she did not obey the King's commands?" The King's advisors were afraid to tell him the truth. So, the delusion continued that Queen Vashti was the problem and not the King himself. King Xerxes was a dic…

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
Income Tax Efficiency | Charlie Horonzy 38:53

2M ago38:53

38:53

We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…

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