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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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The Career Change Podcast will show you how to change careers or figure out what business to start when you are a smart (but stuck) person in your mid-30s to your mid-50s. Fed up with fluffy motivational quotes? Then you are going to love the frank and proven advice shared by your host Rikke Hansen - A Career Change Advisor and entrepreneur with over 15 years experience of helping thousands of men and women globally make big decisions and create careers and businesses that are both meaningfu ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Interesting conversations with genuine people who have successful careers, overcame challenges, and can provide life lessons that we all can use every day. This business-based podcast focuses on what makes a happy life. Find out what’s in my guests’ morning cups.
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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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The Purpose Focused Advisor, a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or p ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Of all the career choices available to a job seeker, how does someone find their uniquely perfect fit? On Find Your Niche: A Career-Focused Podcast, iHire Certified Career Advisor Lori Cole sets out to learn how people from all walks of life discovered their calling, and shares what it looks like when your passions align with your job. Tune in to hear expert conversations, get insider strategies for specific industries, and learn from the successes and struggles of others.
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Are you ready to Lead With Your Brand™ to your next career breakthrough Welcome to the podcast that showcases exceptional career success stories through personal brand journeys from entertainment, tech, media, and more. Each episode, Jayzen Patria explores how successful leaders rise above by having a super-premium brand that drives their career forward, and you’ll get plenty of inspiration and practical tools to help you lead with your brand everyday as you drive towards your next career br ...
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The Midas Touch Podcast is an educational podcast hosted by Makarand Bhatt, an International Education & Career Advisor. The podcast covers a range of topics related to careers, education, international education and parenting, including entrepreneurship, social issues and changing trends in education and the industry. Listeners can expect to learn about career and education planning strategies, international education insights and parenting guidelines. The podcast aims to help listeners ach ...
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Join GVSU career advisors as they tackle pertinent career-related topics - providing tips, advice and strategies for discovering, preparing for, and implementing careers.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Welcome to my Leadership Podcast, Grounded Toward Growth. I work with amazing leaders in the Baltimore, MD area, and I firmly believe that growth, both personally and professionally, begins with grounded, foundational balance.
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Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how ...
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Big 4 Advisors
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Hey there! Welcome to ‘How I Got Hired’: a show about ordinary people like you and me, and how they created extraordinary success in their career. Three times a month, we uncover how they got hired in those career defining roles, whether it's by companies, whether it's by their very first paid clients and we are all about fully practical strategies and tactics; who’s got time for fluff? Not us! So if that is what you are about, you are in the right place. My name is Sonal Bahl, International ...
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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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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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The ability to communicate and connect with people continues to evolve at a rapid pace and we spend our time each day working in and discussing radio, podcasting, social media, video, and other marketing mediums. We want to extend some of those conversations to this podcast and use it as a way to let you in on the things we've learned, highlight the trends we're paying attention to, and share stories from the studio. Join host Ben George, Director of Podcasting at Third Wheel Media, for comp ...
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Working to Work explores the challenges and successes of neurodivergent individuals in the workplace. Through authentic stories and insights, the series aims to cultivate awareness, inspire positive change, and be accessible to those who find value in relatable experiences, ultimately celebrating everyone's unique strengths.
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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”LEAP Leaders Unplugged” Podcast, hosted by Siobhan Neilland, Executive Leadership Strategist and Talent Advisor This podcast bridges the gap between vision and action. It caters to leaders across corporate and non-profit sectors and focuses on innovative change in organizational design. It provides in-depth insights into industry revolutionaries’ strategies, offering listeners actionable advice on overcoming challenges and fostering business growth aligned with core values. The podcast feat ...
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Timeless Practical Wisdom For Living a Meaningful Life Inspiring stories and practical advice from creatives, entrepreneurs, change-makers, misfits, and rebels to help you become successful on your own terms Our listeners say, “If TEDTalks met Oprah you’d have the Unmistakable Creative.” Eliminate the feeling of being stuck in your life, blocked in your creativity, and discover higher levels of meaning and purpose in your life and career. Listen to deeply personal, insightful, and thought-pr ...
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Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Speaking with women is a global conversation on being visible and crafting your professional path when you are a woman. The options we have, the brands we build, the permissions we give ourselves. It is a show about showing up. You will hear the voices of real women from all over the world discussing a variety of subjects. There are special editions such as the 2020 Virtual Coffee Tour or the Unmistakable series, but also solo episodes where we dive into some of the more common roadblocks yo ...
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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Gideon Korrell is a seasoned legal professional with over 15 years of experience bridging engineering and law. Beginning his career in nuclear power and defense engineering, Gideon Korrell transitioned to law, becoming a trusted advisor in global law firms and later serving as an in-house lawyer. Committed to environmental sustainability, Gideon Korrell focuses on forging partnerships to decarbonize the global economy. His expertise lies in negotiating complex commercial and technology agree ...
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Join a podcast and get hands on training & tips from the travel industries TOP executives and InteleTravel.com Preferred Partners! Learn More To Earn More!
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, news and analysis, and discussion around many of the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke). Learn more at TheInvestedDads.com
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial plannin ...
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The Psychology Pathways Podcast is a monthly podcast for psychology students about succeeding in college, getting into graduate school, or launching a career. It's your portable advising appointment with a faculty advisor and a professional advisor. It comes out the first Monday of every month during the school year.
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A collaboration of business services and professional growth, we are dedicated to connecting the very best minds and insights in Australia in order to achieve greatness together.
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Have you ever felt like poking your eyes with needles when creating a slide deck? Felt humiliated and deflated after given an important presentation. Or maybe just embarrassed in front of your family and friends because you’re great story fell flat? No one was paying attention. Then you’ve been to Presentation Hell. Post pandemic, we are all making more presentations online than ever before. So, we need new, better skills to raise our presentation game. And, since there are fewer opportuniti ...
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Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner who has struggled to make time for the important things in your life both in and out of the office, then this show is for you. Join Travis for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of ...
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TheFollowUP provides strategies & tips for navigating the college experience and the career development process. The podcast is hosted by Kris Stubbs, M.Ed., a College Student Affairs Administrator with over 10 years of experience working in education as an Academic Advisor, Director of Technology, Career Counselor, Adjunct Professor, and Early College High School Coordinator. Learn how-to-do what you love while making great money doing it!
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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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How can business help solve society’s biggest problems? Take on Tomorrow brings together leading experts from around the globe to figure out what business could and should be doing to tackle the greatest challenges facing the world; from privacy to climate change to crypto. Join hosts Ayesha Hazarika, columnist and senior political advisor in London and Lizzie O’Leary, business journalist in New York, and hear some of the brightest minds and boldest thinkers on how they’re taking on these pr ...
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Welcome to the Lone Recruiter Podcast! Each week, we bring you short, fast and loud podcasts designed to give you the motivation, recruitment advice & support you need to succeed as a solo Recruiter. So grab a coffee, get comfortable, join us and let’s take your recruitment career to the next level.
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Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
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S5E10 : Fan Favorite : Seize The Opportunity And Build Your Career : Amy Dubois Barnett : Senior Advisor, Bravo Mondo
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This week, many of us in North America were treated to one of nature's best shows, a full solar eclipse! It was truly a reminder of how remarkable and memorable life can be. It was also a reminder that you have the power to make sure that your brand stands out like a total eclipse in the workplace. Tune in to hear Jayzen’s actionable steps on how t…
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Podcasting has taken the world by storm, providing a platform for voices across the globe to share their stories, expertise, and entertainment. But as the digital landscape evolves, podcasters are facing a new dilemma: Should they extend their reach to YouTube? In this episode, Ben George and Walter Storholt explore the intricacies of podcasting an…
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Episode 25: Raising Beams and Breaking Barriers; Allison Otto Cements a Legacy and More.
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Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossom…
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As I'm set to turn 62, I'm thinking about retiring. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.…
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Listener Favorites: Finnian Kelly | Combining Love and Intention to Create a Meaningful Life
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Finnian Kelly guides people to intentional living. Discover how to be aligned in your belief, thoughts and behaviors which then allows you to manifest the life you truly want to live. Subscribe for ad-free interviews and bonus episodes https://plus.acast.com/s/the-unmistakable-creative-podcast. Hosted on Acast. See acast.com/privacy for more inform…
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Ep 115 - Things I Wish I Knew As A Young Recruiter
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This is a must listen ep for all you recruiters out there that are early on in your career. I've asked experienced recruiters what they wish they knew when they were starting out. Hear why you should take note of the below pearls of wisdom (plus many more!): 👉 Clients speak with people they like. Clients buy from people they trust. 👉 Fail as much a…
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Ep. 5 - Maritza Schäfer Transformative Change - LEAP Leaders Unplugged, Video Podcast
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Ep. 5 - Maritza Schäfer Transformative Change - LEAP Leaders Unplugged. In this enlightening episode of LEAP Leaders Unplugged, we're excited to speak with our guest, Maritza Schäfer, the visionary founder and CEO of MASU Consulting. Maritza is a seasoned consultant and coach specializing in organizational culture and transformative change. Focusin…
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Ep. 5 - Maritza Schäfer Transformative Change - LEAP Leaders Unplugged, Audio Only
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(AUDIO ONLY) In this enlightening episode of LEAP Leaders Unplugged, we're excited to speak with our guest, Maritza Schäfer, the visionary founder and CEO of MASU Consulting. Maritza is a seasoned consultant and coach specializing in organizational culture and transformative change. Focusing on aligning staff and leadership visions, she develops ac…
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'Celebrity are just better'. Hear what Giles Hawke, VP and MD for Celebrity Cruises EMA ,has to say about its brand identity and why Celebrity proudly dominates the premium holiday space
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Ep. 81 Why Women Should Brag More with Lisa Bragg
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In this week’s episode, I speak with Lisa Bragg, an expert who has transformed her last name into a mission for personal and professional empowerment. Lisa, unafraid to confront the backfire of humility, brings to light the universal challenges and regional nuances of self-advocacy. With her groundbreaking research—the world's most extensive study …
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Phil Weiss: Life Planning to Help Clients Thrive
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In this episode, Rob, Phil, and Phil discuss: How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil’s nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (…
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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
1:02:16
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With Angie Ostendarp & Jordan Raniszeski, Senior Managing Partners, Carnegie Private Wealth Overview In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the r…
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Adapting to Change: Essential Strategies for Advisor Success
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Today’s show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. *What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisor…
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With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and …
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S5E11 : Interactivity Leads The Way : Jon Dakss : Founder and CEO, Palladium Consulting
54:16
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This week, Jayzen dives into a crucial aspect of your branding: defining your Tailwind Brand Attributes. That is, those adjectives or descriptors that define the unique feel of your brand. Tune is to learn all about Jayzen’s three step process to start and lead with your three attributes that best reflect your brand. First: Reflect on your unique t…
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Join Josh and Austin as they uncover 8 ways to achieve financial peace. The guys share practical tips and actionable advice designed to help you navigate your financial journey with confidence and ease. From the basics to smart tactics to manage your money, this episode is packed with insights that will change your approach to financial planning! F…
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Exit Strategies Unveiled: Navigating The M&A Landscape
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In this must-listen episode, Scott Snider is joined by Scott Mashuda and Todd Torquato to delve into the fascinating journey of forming REAG. Explore their insights on the current M&A market landscape and gain valuable understanding of how they support Certified Exit Planning Advisors (CEPAs). Tune in for a riveting discussion packed with invaluabl…
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One CUP at a Time, Featuring Greg & Laura Jones
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Episode #90 Featuring Greg Jones and his wife, Laura, the founders of CUP (Coffee Uniting People), a 501(c)(3) tax-exempt organization formed to provide employment opportunities for individuals with intellectual and developmental disabilities. They currently employ approximately 40 individuals with some form of intellectual or developmental disabil…
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Join Nick Romeo on a deep dive into the transformative ideas shaping our economic future in this eye-opening episode. Explore the revolutionary concepts from his book, 'The Alternative: How to Build a Just Economy,' discussing everything from the pitfalls of modern economic practices to innovative solutions like true pricing and participatory budge…
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129. Dr Mona Mourshed: From McKinsey Senior Partner to Global Non-Profit Founder, Learn from her Journey and the profound influence of the Arab Spring
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Join Dr. Mona Mourshdd from Generation.org as we explore the magic of education and jobs. She's not your average leader; she's a trailblazer who's traveled from the Middle East to the forefront of changing careers. Our chat is packed with great insights. Mona explains how having a strong passion and connecting it with your goals can transform your …
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A little update pt. 2 (episodes recap / upcoming + future plans)
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A little update on the progress of Working to Work including a recap of the previous episodes, what I've got coming up, my futue plans for the project, and some reflections on the journey so far. Chapters below: 00:00 intro 00:38 the project so far... 03:18 shorter videos, chapters, and website 04:46 upcoming episodes 08:18 recent episode recap 11:…
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We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener…
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The IDSO Blacklist: How to Choose the Right Partner
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Venture into the hidden dangers of Dental Support Organizations with me, Chip Fitchner of Large Practice Sales, as we dissect the unseen risks of blacklisted IDSO partnerships. With a staggering 90% of these entities potentially jeopardizing your practice's future, this episode is your essential guide to maneuvering through the minefield of financi…
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Ep 114 - The 18.6 Year EVERYTHING Bubble can make Recruiters a whole lotta Money... Here's how
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Recruiters! You are not being bullish enough. Today's ep is a call to action that will protect you when the economy slumps. We are currently in something called the everything bubble, the term was coined by Australian macro, analysis trader Jason Pizzino. Essentially, the economy is pumping right now but we need to be prepared for when it slumps. A…
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Sure, it can be a major component of it. But how do you take that money that you've saved for all these years and actually turn it into sustainable income in retirement? Jim talks about the additional components you'll need on this episode of Freedom to Retire. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group ever…
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I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn …
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14 | Brent Turner | Journey to Financial Excellence
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In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Brent Turner, a seasoned financial advisor with over three decades of experience, who shares his journey and the importance of mindset in achieving success in the financial industry. Brent recounts a pivotal moment in his youth when he was introduced to motivational tapes b…
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Jonathan DePierro | The Science of Mastering Life's Greatest Challenges
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Dive into the depths of human resilience in this insightful episode with Jonathan DePierro, a clinical psychologist specializing in traumatic stress. Explore how adversity shapes our mental fortitude through compelling discussions on the neurological and emotional landscapes of resilience. Uncover practical strategies for overcoming life's toughest…
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No one thinks their marriage will end in divorce, and certainly no one thinks they will turn it into a career - but Brenda Bridges is a successful divorce coach, mediator, and financial advisor. In this episode, Brenda shares how sometimes you just need to get your foot in the door in order to prove yourself, how her definition of success has chang…
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I'm looking for advice on how to invest for my next chapter since my life completely changed after a gray divorce that was unexpected and moved very fast. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgo…
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Ep 113 - What Recruiters Can Learn From Formula 1 Racing Teams
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Formula 1 teams will boot you out if you're not performing. Can we apply that to recruitment? This ep takes lessons from the cutthroat and high performance world of Formula 1 racing. It's a chance for you to reflect on what's working and what isn't. 👉What is the expectation you have on every single recruitment desk in every single market within you…
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After working in IT for 28 years, I'm considering retirement in the near future. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
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With pensions in our future, and a good chunk of pre-tax savings, should we make the switch to Roth contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener …
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Episode 24: How the San Francisco Giants Digital Diamond Keeps Fans on Base.
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Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own t…
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With interest rates so high, did we make a huge mistake by purchasing a new home? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
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Listener Favorites: Alex Banayan | Learning to Live Again After Tragedy and Loss
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Welcome to another episode of Unmistakable Creative, where we're joined by Alex Banayan, an author and speaker who spent seven years tracking down and interviewing some of the world's most successful people. His intention was to uncover the key to their success, which he chronicled in his book. However, with the launch of his book, Alex suffered th…
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Gideon Korrell Shares Top 4 Challenges Faced by Lawyers
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Gideon Korrell delves into the prevailing challenges encountered by lawyers in today's legal landscape. From navigating technological disruptions and meeting evolving client expectations to ensuring regulatory compliance and maintaining work-life balance, Gideon Korrell sheds light on the key obstacles faced by legal professionals.…
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I want to stress how important pitching salary in the correct way is. Salary is a key motivator for talent to change jobs and too often recruiters don't handle salary conversations as well as they could. Typically what a candidate wants to earn and what they're on are miles apart, so we need to manage that and we need to handle client expectations …
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Ep. 4 - Jackson Aimiuwu Innovating Leadership - LEAP Leaders Unplugged Video Podcast
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In this episode, we're thrilled to welcome Jackson Aimiuwu, a dynamic leader in the tech industry who currently spearheads the US Payments Industry Solutions Architecture team at AWS. Jackson joined AWS in July 2019, first impacting the Canadian Business Unit and then leading as the Head of Solutions Architecture for AWS Canada's Enterprise divisio…
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Ep. 4 - Jackson Aimiuwu Innovating Leadership - LEAP Leaders Unplugged, Audio Only
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(AUDIO ONLY) In this episode, we're thrilled to welcome Jackson Aimiuwu, a dynamic leader in the tech industry who currently spearheads the US Payments Industry Solutions Architecture team at AWS. Jackson joined AWS in July 2019, first impacting the Canadian Business Unit and then leading as the Head of Solutions Architecture for AWS Canada's Enter…
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Know Your Numbers with CPAs Chelsea Dorfeld & Mary Kathryn Williamson
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Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and …
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069: Welcome to The Purpose-Focused Advisor!
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Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and fu…
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How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
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With Mindy Diamond & Louis Diamond Overview In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it? Listen in… > D…
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Ever wondered how much you need to retire comfortably in America? According to a recent survey by Northwestern Mutual, the average American believes it's nearly $1.5 million. But where did this figure come from, and is it a reliable benchmark? Join us in today’s episode as we unpack the survey’s findings and share insights into how different genera…
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Don’t Make These Income Planning Mistakes
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Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could put your retirement at risk. From overlooking inflation to neglecting to diversify income sources beyond Social Security, Frank and Walter will walk you through the key pit…
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Don’t Make These Income Planning Mistakes
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Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. Here’s what we cover …
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Moving Safely into Retirement: Lessons from the Moving Truck
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Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities bet…
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Million Dollar Advice is a work and career advice podcast hosted by friends and colleagues Kim Lessing and Kate Arend. Together Kim and Kate run Amy Poehler’s Paper Kite Productions and are very cool and good at their jobs. Each week, they will help live callers with their work-related dilemmas. Whether you have a question or you just like listenin…
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Hot Mic Discussion: A 9 to 5 is Part Time
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Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
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Both my husband and I are retiring this year and we could really use your expertise with several of our questions. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener …
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