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The podcast where progressive accountants share their expertise on delivering advisory.
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Integrity Risk is a podcast series by The Risk Advisory Group, a leading independent global risk consultancy. Senior members of our business intelligence teams share their deep sector and regional understanding of the risk to business from bribery and corruption, corporate crime and evolving legal regimes. The Integrity Risk series aims to provide decision-makers with clarity and insight in uncertain political, regulatory and commercial conditions, and advice on how to best protect their bus ...
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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The Realities of College Recruiting podcast is hosted by SportsForce founder and CEO Andrew Beinbrink. Based on the overwhelming lack of college recruiting education, and the numerous and costly mistakes being made by families The Realities of College Recruiting podcast was born. Each episode will interview top college coaches, player development experts, and recruiting insiders. We will tackle the most critical college recruiting topics and will empower you with key insights, and critical r ...
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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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We are a team of highly skilled Chartered Accountants based in India, collectively possessing over 15 years of professional experience in accounting, taxation, and auditing. Having worked with some of the top accounting firms in India, we have gained valuable expertise in taxation, auditing, and financial planning. We also bring with us a wealth of experience from having provided financial consulting and advisory services to several large corporations.
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Delaying Social Security can lead to more money later, but what if you have to spend down your IRA to do so? In this show we do the math with specific numbers for an average retiree to see if delaying Social Security makes sense.By Dan Wendol
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#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden
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In this episode of the "Do More With Your Money" podcast, host T.J. van Gerven speaks with Brent Boden, a seasoned financial advisor specializing in medical professionals. Brent, also the host of the "Physicians Financial Checkup" podcast, shares his journey into financial literacy and his passion for assisting others. The discussion focuses on fin…
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Swapping notes with an Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
58:29
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“I don't want a valuable life lesson, I just want an ice cream.” Those are the immortal words spoken by Bluey, beloved Blue Heeler puppy from Australia. We can all relate, but when it comes to Australian/American cross-border financial planning, a life lesson might be what you need. You can have an ice cream afterwards. To deliver the lesson, Richa…
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Ep:16- How Advisors Can Super Charge Their Marketing Results With Special Guest - James Pollard
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Key Highlights: Top 3 Marketing Mistakes by Financial Advisors: Not being clear on goals Not having a clear target market Not thinking like a financial advisor in their marketing approach Effective Marketing Funnels for Financial Advisors: Direct mail: Personalized, targeted approach Online ads: Continuous exposure to target audience Email marketin…
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The Integrated Financial Advantage with Jason Archambault & Matthew Neyland
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…
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Should you delay Social Security if it requires you to deplete your IRA? Does it matter if you are single or married? In this show we discuss how spending down IRA assets early in retirement in order to get a higher Social Security income later can make sense in many situations. Being single does make a difference.…
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Energy transition in Curaçao and Suriname
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Curaçao has long been home to one of the Western Hemisphere’s largest refineries and Suriname is a rapidly rising petro-state. In the 2020s they face considerable challenges in defining their future role in the global energy business and how this relates to climate change and the global energy transition from fossil fuels to renewables. Curaçao and…
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In this episode we discuss approaching and managing big life transitionsBy Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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The rise in financial scams and fraud is disheartening and many retirees are failing victim to these crimes. To help prevent fraud, a simple tactic to to freeze your credit. In this show we talk about the how and why of implementing a credit freeze.By Dan Wendol
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You Come to the US to Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
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CPI increased by 0.2% in August, putting the year-over-year rate at 2.5%. So, inflation is stabilising and we can all celebrate? Possibly. The U.S. added 142,000 jobs last month too, leading to a slight decline in the unemployment rate. What does this mean for markets? Richard and James are back in the trenches, to bring you the latest cross-border…
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Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin
48:13
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
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065: Insights from "The Short Book Formula (Second Edition): A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients" by Paul G McManus
18:10
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Can financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your f…
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There are many ads on TV and radio to diversify your retirement funds by buying Gold/Silver in your IRA. The pitch to avoid stock market volatility and a potential U.S. currency collapse is appealing. Does this strategy makes sense and is everything as great as the spokespeople are suggesting.By Dan Wendol
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064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes
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In this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also …
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Hosted by SportsForce CEO - Andrew Beinbrink @beinbrink28 Key Topics Covered in this Podcast Interview: - How Competitive High Academic Recruiting is Today? - How Ivy League Coaches Offer Academic Spots? - How to Evaluate Academic Showcases & Camps? - How to Avoid Costly Recruiting Mistakes that Families Make? - Test Optional vs. SAT / ACT - What t…
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Hosted by SportsForce CEO - Andrew Beinbrink @beinbrink28 Key Topics Covered in this Podcast Interview: - How Competitive High Academic Recruiting is Today? - How Ivy League Coaches Offer Academic Spots? - How to Evaluate Academic Showcases & Camps? - How to Avoid Costly Recruiting Mistakes that Families Make? - Test Optional vs. SAT / ACT - What t…
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Episode 375 - Gifting and Rollover Strategies
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Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might w…
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Episode 373 - Taking Advantage of a Slowing Economy
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On today’s show, get ready for a listening adventure as we discuss ... the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and whether we …
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EPISODE 8: Aligning Lease Accounting, Admin and Real Estate Lisa Krizek, Executive Director | NRTA
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters; let’s learn something together! Lisa Krizek is an esteemed executive, having led real estate, leasing, and accounting teams for brands that are…
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EPISODE 7: Enabling Digital Transformation for The Home Depot Khalil Bouban, CPA, Sr. Lease Accounting Consultant | CoStar Real Estate Manager
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters. Let’s learn something together! Our guest today entered the accounting profession at a younger age than anyone I have ever met and never looked…
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According to a recent study, online gambling has had a negative impact on retirement savings. Gambling has always been a part of society, what is different now? Isn't investing in the stock market a form of gambling anyway? In this show we discuss how gambling in all forms has recently changed the way people are saving for retirement.…
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#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage
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In this podcast episode, T.J. van Gerven talks with Jeff Le Sage, the founding partner of Liquid Stock. They discuss how Liquid Stock helps employees and shareholders of late-stage private companies access liquidity without selling their shares. Jeff explains the benefits of exercising stock options early to manage tax obligations and maximize gain…
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30. How to get a US/UK cross-border estate plan done | Ask An Expert with Paula Jones
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By Plan First Wealth
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30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
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EPISODE 2: Taking Advantage of Growth Opportunities Tim Kolber, Managing Director Accounting & Advisory Services | Deloitte
28:58
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters; let’s learn something together! Our guest today literally wrote the book on lease accounting, but he didn’t always want to be an accountant. Fi…
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Bonus Episode: Hot Topics & Emerging Trends in Lease Accounting - Tim Kolber
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Hello, and welcome to The Lease Alert, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters; let’s learn something together! In this bonus episode, Tim Kolber, CPA, describes some of the more complex areas of lease accounting and what’s next fo…
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EPISODE 1: The AI Difference in Lease Accounting Ndonga Sagnia, CPA, Co-founder | TimeCredit
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters. Let’s learn something together! Today’s guest is the founder of an AI company. Ndonga Sagnia is a CPA with Big 4 accounting firm experience; sh…
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EPISODE 4: Great Risks, Greater Rewards Albert Stabile, Vice President, Lease Audit | CBRE
28:09
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters. Let’s learn something together! Al Stabile started in accounting but pivoted to lease auditing. He has saved companies millions. On today’s epi…
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EPISODE 5: Outside-the-box Successes Alec Wynne, MCR, Managing Broker | Skye Commercial
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host Matt Waters, let’s learn something together! On this episode of the Lease Alert, real estate broker Alec Wynne tells how he used accounting knowledge to clos…
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EPISODE 6: Passing Wisdom and Unlocking Opportunities Neil Uebelein, Owner | nVision Group
32:14
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Hello, and welcome to the Lease Alert, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters. Let’s learn something together! Do you know what nuclear submarines have in common with the real estate industry? Find out now! Today, we talk with Nei…
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EPISODE 3: Get a Handle on Sustainability Kelly Anerud, Vice President | RGP
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Hello, and welcome to the Lease Alert Podcast, where we have conversations with the smartest, most interesting people at the intersection of real estate, leasing, and accounting. I’m your host, Matt Waters; let’s learn something together! Kelly Anerud has worked for two global accounting firms, the Auditor General of Norway and the International Fe…
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Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
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In this episode, we discuss the importance of determining how much you can really afford to spend on a homeBy Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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Kamala Harris Tax Proposal Broken Down - August 2024
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On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal. We will discuss: ➡️ E…
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According to Fidelity, retirement accounts are the highest they have been since 2021. In fact, Gen X has higher balances than the Boomers! This may seem like a great thing, which it is...but watch out! Those approaching retirement with large retirement accounts should watch out for a huge pitfall known as "sequence risk."…
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063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini
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In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…
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29. No One’s Built Weath In A Savings Account | From The Trenches with James Boyle
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With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and James are back in the trenches to guide you through it. As always, it’s about sticking to your investment plan during these volatile times. What’s been the impact of interest rates on spending? Richar…
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Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC®
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using …
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One particular group of retirees runs low on money at a much higher rate than others In this show we talk about who this group is and how the particular issues they face are not too different from those faced by most retirees. Listen and learn from others to help avoid a top retirement fear.By Dan Wendol
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When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United States takes center stage…
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Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train!
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What? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social Security, especially conc…
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According to a recent research paper, those with Medicare Supplements use the services more often and cost more to the overall system. However, generally speaking, Supplement users are healthier. In this show we discuss the research as to why this is the case, and then Dan gives his practical reasons that aren't mentioned in the research.…
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#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran
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In this episode of "Do More With Your Money," host TJ van Gerven welcomes Steve Coughran, a renowned business strategist and founder of Coltivar and Boosting Your Financial IQ. Steve shares his journey from growing up in a financially challenged household to building a multi-million dollar business. He emphasizes the importance of financial literac…
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28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
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Do you know enough about living trusts? They’re a tax-neutral and effective tool in the US to avoid probate – BUT they can have severe UK tax implications for UK domiciliaries. Probate can be time-consuming, costly and cumbersome – especially in New York and California – so it makes sense to avoid if you can. To explore the options, Richard is join…
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Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising …
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The IRS finally published guidance in 2024 on the details that have been missing regarding Inherited IRAs. The SECURE Act of 2019 changed the rules for Inherited IRAs. The distributions can no longer be stretched over the beneficiary's lifetime in many cases. This became known as the new 10 year rule. However, there was significant confusion about …
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062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth
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In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…
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Episode 88: Do Presidential Elections Impact Your Investments
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In this episode we discuss the potential impact of the presidential election on market returnsBy Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab
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In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…
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Episode -15: What is the difference between a “Client Getting Book” and a “Regular Book”
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Introduction: As financial advisors, writing a book presents a powerful opportunity, but the approach and execution can significantly impact the outcomes. This episode will delve into the distinct differences between crafting a "client-getting book" specifically designed to attract ideal clients and grow your practice, versus a "regular book" aimed…
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