The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Coming Back UnSoon. Maybe...
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Welcome to the Educators Among Us Podcast! We are devoted to walking the journey with those who heed the call to teach, coach, lead, and serve at all levels of education. We speak your language and understand the challenges you face because we’ve been there too. We get it and we got you! This podcast is uniquely designed to share inspiring messages that connect with the heart of your life's work. This includes candid conversations with and about unusually impactful educators, exploring their ...
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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
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Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor
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7/3/24: Have You Looked at the Dollar Bill Lately?
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Discover the hidden meanings behind the design of the American dollar bill. From secret symbols to historical references, you'll never look at your money the same way again. #DollarBill #AmericanCurrency #Symbolism #USHistory #MoneyMysteries #FinancialLiteracy #HiddenSymbols #CurrencyDesign #PodcastEpisode #LearnWithRic ----- Subscribe to podcast u…
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7/2/24: Bitcoin vs Ethereum - What's the Difference?
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Discover the real differences between Bitcoin and Ethereum. Plus, hear how a listener suspects her advisor is ripping her off. #Bitcoin #Ethereum #Crypto #Cryptocurrency #Investment #Blockchain #BitcoinVsEthereum #AdvisorScam #FinancialFraud #PersonalFinance ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https…
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Are You Making These Rookie Mistakes When It Comes to Investing?
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Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some common things that can trip people up. Here’s some of what we discuss in this episode: Making sure that your investments have a defined purpose. Unders…
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7/1/24: Spot Ethereum ETFs Set to Trade Soon
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Ethereum ETFs are about to start trading, offering a new way to invest in crypto. Plus, the Wall Street Journal has some strong opinions about my socks. #Ethereum #CryptoETFs #Investing #Blockchain #FinancialNews #WSJ #FashionFails #CryptoInvesting #ETFs #MarketUpdate ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask …
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Whatever we do should be carried out with intense desire and a fiery purpose, but we must be self-controlled, tempered by humility rooted in a purposeful perspective. Educators who love, teach students to love. Quotes: Carl Jung: “One looks back with appreciation to the brilliant teachers, but with gratitude to those who touch our human feelings. T…
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Discover how exponential technologies are revolutionizing finance, featuring insights from Tim Whitney. Plus, a look at Biden's blundering debate performance. #FinancialAdvice #TimWhitney #ExponentialTech #FinancialFuture #BidenDebate #InvestmentTrends #AdvisorInsights #PolicyChanges #FutureFinance #TechInFinance ----- Links from today’s show: Doub…
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Tonight's presidential debate will cover major issues, but critical questions on student loans, crypto, AI, and Social Security might be overlooked. Tune in to understand the gaps and what the candidates need to address. #PresidentialDebate #StudentLoans #Crypto #AI #SocialSecurity #Election2024 #DebateNight #FutureOfAmerica #PolicyDebate #KeyIssue…
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6/26/24: UK Says this is the #1 Killer of Women
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This disease is now the leading cause of death for women in the UK, but new breakthroughs offer hope. Learn about the latest advancements in research and early detection. #Dementia #Alzheimers #HealthBreakthroughs #MedicalResearch #EarlyDetection #Healthcare #WomenHealth #BrainHealth #Research #Neurology ----- Subscribe to podcast updates: https://…
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6/25/24: Survey Shows How the Old Needs to Learn from the Young
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Discover how investment views differ across generations in a new survey of high net worth individuals. Learn why younger investors are leaning into crypto, and why it's a smart move - tune in now! #InvestmentTrends #CryptoInvesting #WealthManagement #GenerationalWealth #HighNetWorth #FinancialSurvey #CryptoVsStocks #ModernInvesting #AssetAllocation…
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'Resistance Money’: Decoding Bitcoin’s True Value Proposition
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The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor
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On today's show, Ric explores why bitcoin hasn't reached $100,000 yet, focusing on the impact of short selling and the basis trade strategy. Discover how hedge funds are using market-neutral strategies to profit from bitcoin's price stability despite massive ETF inflows. #Bitcoin #Crypto #BasisTrade #HedgeFunds #BitcoinETFs #ShortSelling #Blockchai…
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When we're called to do something, we can’t delay til things are just right with no risks. We may risk restoring relationships, trying new methods, or learning the latest tech. Though the risks are evaluated carefully, we favor action over the fearful status quo because if we hesitate, we might miss the chance of a lifetime at the peak of the mount…
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6/21/24: Revolutionary Gene Discovery Delays Alzheimer’s Onset by Decades
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Scientists have discovered a gene mutation that delays Alzheimer's by decades, offering new hope in the fight against the disease. Plus, Glenn Shimkus, CEO of Prisidio, explains how digital vaults can secure your important documents and protect your legacy. #Alzheimers #GeneticResearch #MedicalBreakthrough #DigitalVault #EstatePlanning #SecureDocum…
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6/20/24: The Hypocrisy of Jamie Dimon and the Democrats’ About-Face on Crypto
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On today's show, Ric exposes Jamie Dimon's contradictory stance on crypto and explores the Democrats' sudden embrace of digital assets. Plus, a look at Rowan University's groundbreaking virtual reality classroom tech. #Crypto #Bitcoin #JamieDimon #Democrats #Blockchain #VirtualReality #EducationTech #Finance #DigitalAssets #DACFPVISION #DoubleVISIO…
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What Can We Learn About Retirement Planning From Baseball?
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How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime. Here’s some of what we discuss in this episode: How having a solid retirement plan is a little bit like playing “small ball.” The “Moneyball” approach, avoiding emotional decisions and focusing on t…
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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
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Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor
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The crypto war is almost over, and the winner is clear. Discover the latest on the future of digital assets and the mainstreaming of crypto. #CryptoWar #Bitcoin #Blockchain #Cryptocurrency #CryptoNews #CryptoInvesting #BitcoinMining #CryptoTrends #CryptoMarket #FinancialInsights ----- Subscribe to podcast updates: https://form.jotform.com/223614751…
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6/17/24: Commercial Real Estate: The Bottom is Nearing
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Commercial real estate continues to spiral, with losses climbing and the bottom still out of sight. Learn why the crisis is deepening and how it impacts the market. #CommercialRealEstate #RealEstateCrisis #MarketDownturn #PropertyValues #InvestmentLosses #EconomicImpact #MarketTrends #RealEstateInvesting #FinancialMarkets #RealEstateNews ----- Subs…
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Prudence is the virtue by which we recognize our divine duty and choose to fulfill it. Prudence enables us to expertly navigate daily decisions with remarkable wisdom and leadership that recognizes different conditions and uses the wisest approach. Quotes: Dante Alighieri: “Consider your origins: you were not made to live as brutes, but to follow v…
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Discover the future of asset management with insights from Jenny Johnson, CEO of Franklin Templeton, the $1.3 trillion asset manager. Plus, a new Alzheimer's study reveals surprising results. #AssetManagement #PrivateAssets #InvestmentTrends #JennyJohnson #FranklinTempleton #AlzheimersStudy #NewTreatment #HealthResearch #Longevity #FinancialInsight…
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Not dead yet.
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6/13/24: Is College Still a Good Path to a Good Job?
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Many Americans are questioning if college is still the best path to a good job. Plus, find out why Smithsonian Magazine named Glassboro, NJ, a top small town to visit. #CollegeDegree #HigherEducation #CareerAdvice #JobMarket #StudentLoans #GlassboroNJ #SmallTowns #SmithsonianMagazine #TravelDestinations #EducationReform ----- Subscribe to podcast u…
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6/12/24: AI About to Revolutionize Advisory Services
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Morgan Stanley’s new AI app is set to revolutionize financial advisory services, saving advisors 15 hours a week. Discover how this innovation enhances productivity and client interactions. #AI #FinancialAdvisors #WealthManagement #MorganStanley #Fintech #AdvisorEfficiency #ClientServices #TechInnovation #Productivity #FutureOfFinance ----- Subscri…
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Global wealth is projected to reach a quadrillion dollars by the end of the decade. Discover what this unprecedented growth means for your investments and financial future. #GlobalWealth #QuadrillionEconomy #FutureInvestments #FinancialGrowth #InvestmentOpportunities #WealthManagement #EconomicForecast #FinancialMilestone #GlobalEconomy #WealthExpl…
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Rick Kent: How I Scaled My RIA Into a $10 Billion Firm
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Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.By Barron's Advisor
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6/10/24: CNBC's Advisory Council Gets It Wrong
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A CNBC article on bitcoin ETFs contains inaccuracies and misunderstandings from their advisory council. Discover why $60 billion in bitcoin ETFs prove them wrong and get the real story behind the advisor skepticism. #BitcoinETF #CryptoInvesting #FinancialAdvice #BitcoinMyths #ETFs #InvestmentNews #CryptoCritique #AdvisorSkepticism #FinancialLiterac…
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Our desire as educators is to communicate expertly in a manner that grows trust and inspires the desired responses. That means we must master a whole new level of habits and skills because communication doesn’t just happen. It involves listening, sensing, and talking in order for us to adapt our methods to the way they perceive and process the worl…
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6/7/24: CryptoDad Shows why the Future of Money Is Digital
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The future of money – Chris Giancarlo on how the Digital Dollar Project's will revolutionize global finance on today’s show. Plus, kids in Harlem are getting free money. Tune in now! #DigitalDollar #CryptoDad #FinanceRevolution #ChrisGiancarlo #GlobalEconomy #USLeadership #FinancialLiteracy #SupportEducation #CommunityImpact #YouthSuccess ----- Sub…
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New rule promises big savings for retirement investors, but will it hold up in court? Discover how this change could mean billions in reduced fees for your retirement plans. #RetirementSavings #InvestmentRule #DOLRegulation #InvestorProtection #RetirementPlanning #SavingsAlert #InvestmentFees #WallStreetChanges #RetirementInvesting #FinancialNews -…
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Are You Making Any Of These 401(k) Mistakes?
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Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the common pitfalls many people fall into with their 401(k) plans in today’s episode. Here are some 401K mistakes we’ll discuss in this episode… Leaving money invested in a former employer’s 401k …
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6/5/24: No, FTX Victims Are Not Getting All Their Money Back
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FTX victims aren't getting all their money back. Understand the real story behind the $8 billion restitution and the harsh lessons for crypto investors. #FTXScam #CryptoCollapse #InvestorProtection #CryptoNews #ScamAlert #FTXRecovery #CryptoFraud #CryptoInvesting #FTXScandal #CryptoCrisis ----- Subscribe to podcast updates: https://form.jotform.com…
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Cozy Wittman: Mastering the Brutal College Planning Process
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Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.By Barron's Advisor
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3D holograms, smart glasses, and more are revolutionizing tech. Discover how these innovations are transforming industries and everyday life. #TechInnovation #3DHolograms #SmartGlasses #AI #TechAdvancements #LiveStreaming #PackagingTech #SmartEyewear #CuttingEdgeTech #FutureTech ----- Subscribe to podcast updates: https://form.jotform.com/223614751…
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Gen Z's financial habits are setting them up to become the wealthiest generation. Discover why their success is outpacing Baby Boomers and what it means for the future. #GenZ #Wealth #FinancialSuccess #WorkforceLeaders #FutureBillionaires #GenZWealth #MoneyHabits #Zoomers #GenZFinance #WealthGeneration ----- Subscribe to podcast updates: https://fo…
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When we sustain our serenity, that inner peace, we gain significant advantages in all circumstances because we make wiser decisions, stay on purpose, and are more trusted as leaders.A sense of security returns to our schools when we have a steadfast heart and mind. Quotes: Henry Fielding: “I am content; that is a blessing greater than riches; and h…
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Dave Ramsey caught in a scam! Learn how scammers are using fake websites & AI to deceive even the savviest individuals, and how to protect yourself from online fraud. Plus, the future of healthcare with David Moss of Care Daily. Discover how AI caregivers are transforming home care & reducing costs. Tune in now! #DaveRamsey #ScamAlert #OnlineFraud …
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T+1 settlement is now in effect, reducing trade risks with faster transactions. Learn why this change is crucial for investors and what it means for your trades. #Tplus1 #Finance #Investing #TradeSettlement #StockMarket #WallStreet #FinancialNews #InvestorTips #MarketChanges #Trading ----- Subscribe to podcast updates: https://form.jotform.com/2236…
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5/29/24: The Stock Market is Disappearing
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The stock market is shrinking, and it's crucial to understand how this trend affects your investment strategy. Discover what this means for your portfolio and explore new approaches to investing. #StockMarket #Investing #InvestmentStrategy #MarketTrends #PortfolioManagement #FinancialPlanning #StockMarketNews #InvestmentAdvice #MarketAnalysis #Inve…
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Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed
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The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.By Barron's Advisor
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New Ethereum ETFs are here, but the SEC's handling leaves much to be desired. Find out what this means for your investments and what to expect next. #Ethereum #CryptoInvesting #ETFs #Blockchain #CryptoNews #Investing #SEC #FinancialNews #EthereumETFs #InvestorAlert ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric…
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Breaking bad luck or unfortunate patterns in life is far more likely to happen when we address our own contributions: bad habits, bad attitudes, and bad mindsets. Excellence is not a goal to be achieved, but an attitude to be cultivated. Quotes: Helen Keller: “Security is mostly a superstition. It does not exist in nature, nor do the children of me…
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5/23/24: Is a College Degree Still a Job Requirement?
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Do you need a college degree to get a good job? Find out why more companies are valuing skills over diplomas, and which major players are dropping degree requirements. #CareerTrends #HigherEducation #JobMarket #SkillsOverDegrees #CollegeOrNot #FutureOfWork #EducationReform #NoDegreeJobs #WorkforceDevelopment #CareerAdvice ----- Subscribe to podcast…
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Air traffic control is entering a groundbreaking phase with the integration of drones demanding innovative automated systems. Plus, today also marks Bitcoin Pizza Day, a significant moment in cryptocurrency history. #AirTrafficControl #Drones #Automation #AI #FAA #CommercialDrones #BitcoinPizzaDay #Cryptocurrency #TechInnovation #FutureOfFlight ---…
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Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’
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Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.By Barron's Advisor
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Spot bitcoin ETFs have shattered expectations, drawing $10 billion in assets in just one month, transforming how investors and advisors see the future of crypto. Explore what this influx means for the future of finance. #BitcoinETF #SpotBitcoinETF #CryptoInvestment #CryptoTrends #BlockchainTechnology #FinancialMarkets #InvestorInterest #CryptoAdvis…
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Non-alcoholic beer is soaring in popularity as more consumers opt for health-conscious beverages without sacrificing flavor. Discover how zero-alcohol beers are becoming a staple in bars and homes across the globe on today’s show. #NonAlcoholicBeer #ZeroAlcohol #HealthTrends #CraftBeer #BeerLovers #SoberCurious #DrinkHealthy #ZeroBeer #AlcoholFree …
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Ep. 58 - Interview with Dr. Amy Swann: We've Got This
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Survival is the approach some take to each day, just trying to get through to the end. But not Dr. Amy Swann. She has developed a tenacity for achieving the desired goals, no matter what sacrifices and hard work are required to navigate through the obstacles. Quotes: Dr. Amy Swann: “As leaders, we need to go, oh that didn’t work. Hey team, let’s co…
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5/17/24: New Approaches to Women's Longevity
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Ageless Aging by Maddy Dychtwald empowers women with strategies for vibrant living beyond the conventional age barriers. Today's show offers key insights into maintaining health later in life. Plus, updates on Alzheimer's disease research. #AgelessAging #SeniorHealth #Longevity #AlzheimersResearch #HealthyAging #SeniorCare #LifeQuality #HealthcareI…
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