Best Ex Financial Advisor Podcasts (2024)

1
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model 1:02:16

1d ago1:02:16

1:02:16

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…

1
Money Chats with MFAP Alumni: Catherine's Story 32:57

6d ago32:57

32:57

Wish you could listen in as someone just like you chatted about money? That’s what our Money Chats are all about. In this episode, Mel talks with My Financial Adulting Plan alumni, Catherine, a creative who was thanks to her financial education, is excited to learn about money, and feels she has a right to. Catherine talks about her journey, from w…

1
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update 35:00

8d ago35:00

35:00

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…

1
Money Chats with MFAP Alumni: Angela's Story 31:53

12d ago31:53

31:53

Wish you could listen in as someone just like you chatted about money? That’s what our Money Chats are all about. In this episode, Mel talks with My Financial Adulting Plan alumni, Angela (or Ferg's as she permitted Mel to call her). Angela's money story growing up revolved around 'Never Enough', scarcity and fear and discusses how the My Financial…

1
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence 1:02:34

15d ago1:02:34

1:02:34

With Brent Chappell & Brad Chappell Managing Partners & Founders, Chappell Wealth Management Overview Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to…

1
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness 54:13

22d ago54:13

54:13

With Michael Kitces, Industry Thought Leader and Chief Financial Planning Nerd Overview Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life. Listen in… > Downl…

1
The Home Buying Earthquake That Changes Everything 31:56

25d ago31:56

31:56

In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and others look to buy or sell homes, they're facing a big shift in how real estate services will be priced and delivered. Danny Devito video-https://www.am…

1
Are you Holding onto the Right Things? Mel Talks Power and Rituals. 16:08

27d ago16:08

16:08

On this solo episode of Uncensored Money, Mel talks about the power and rituals, asking the question, are we holding onto the right things? Brought on by an exciting (and absolutely terrifying opportunity), Mel discusses these things from our past that we’re holding on to, are often the same things holding us back. Books and resources mentioned in …

1
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services 51:08

29d ago51:08

51:08

With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items that can help advisors get …

1
3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor 23:47

1M ago23:47

23:47

Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk about who should avoid hiring a flat fee advisor and either do it on their own or hire a traditional % of AUM advisor. If you’re thinking "I love the Big Picture Retiremen…

1
"If Only I Earned Enough", Mel and Lawsie Discuss Money Myths 30:34

1M ago30:34

30:34

On this episode of Uncensored Money, Mel and Lawsie talk about the money myth, “If only I earned more income, life would be so much easier”. And certainly, for some people, this might be entirely true, but they wonder if, for many others, it’s not necessarily what you’re earning that makes things difficult. Books and resources mentioned in this epi…

1
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth 51:24

1M ago51:24

51:24

With Jason Barber, CEO and Founder, and Taylor Pankratz, President and Founder —Holistic Planning Overview What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experien…

1
Are you getting enough financial hydration? 11:50

1M ago11:50

11:50

In this solo episode, Mel talks about how we’re often looking for a magic pill to speed up our financial success while leaving the basics behind. Using an analogy brought on by a trip to the dermatologist, Mel discusses the concept of financial hydration, giving you three simple basics that you can implement to look after your financial well-being.…

1
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance 47:11

1M ago47:11

47:11

With Dan Seivert, CEO & Managing Partner at ECHELON Partners Overview Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business. Listen in… > Download a transcript of this episode… NOTE: Th…

1
The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits) 27:38

1M ago27:38

27:38

Could the solution to saving Social Security be so glaringly obvious that it has been overlooked, or perhaps even ignored, due to political power dynamics? The concern about the insolvency of the Social Security trust fund looms large as the program faces financial instability, raising fear of increased taxes or reduced benefits for future benefici…

1
My Biggest Announcement Yet 28:36

2M ago28:36

28:36

This week in Uncensored Money, Mel and Lawsie talk about wanting what’s best for you, not just what others think is best for you. And, they announce a update to the My Financial Adulting Plan that may change everything. Books and resources mentioned in this episode My Financial Adulting Plan If you're on insta, come play over at @MelBrowne.Money an…

1
An Industry Update on Advisor Transitions and Deals: The 2023 Report 40:58

2M ago40:58

40:58

With Louis Diamond and Jason Diamond Overview In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are…

1
The Unplanned Journey: Grandparents Raising Grandchildren in Retirement 41:13

2M ago41:13

41:13

Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics can significantly alter one’s retirement experience, extending far beyond the obvious impact on travel plans. We'll explore the various aspects that …

1
I Wish We Didn’t Celebrate International Women’s Day 10:35

2M ago10:35

10:35

This week is International Women’s Day, and you might think with the theme of Count Her In: Accelerating Gender Equality Through Economic Empowerment Mel would rejoice, talking about how important this theme is. In this episode instead, Mel talks about why she is tired of International Women’s Day, why she wishes we put as much thought into it as w…

1
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise 1:01:09

2M ago1:01:09

1:01:09

With Brett Bernstein, CEO and Co-Founder of XML Financial Group Overview Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise. Listen in… > Download a transcript of this episode… NOTE: The v…

1
The Risk of Grey Divorce 29:43

2M ago29:43

29:43

In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divorces occurring among individuals aged 50 and above. Surprisingly, while the overall divorce rate is on the decline, Grey Divorce is on the rise. Join us as we explore the reasons behind this trend and provide a few thoughts on how to proactively preve…

1
When is enough, enough? Mel and Lawsie discuss overconsumption and its effect on our finances. 24:31

2M ago24:31

24:31

In this episode of Uncensored Money, Mel and Lawsie discuss unintentional overconsumption. And how it can leave your closet bursting, and your wallet empty. Books and resources mentioned in this episode My Financial Adulting Plan Regrets for my Old Dressing Gown If you're on insta, come play over at @MelBrowne.Money and make sure you’re signed up t…

1
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update 32:34

2M ago32:34

32:34

With Mindy Diamond and Louis Diamond Overview A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Listen in… > Download a transcript of this episode… NOTE: The views and opin…

1
How to Determine Your Risk Tolerance 21:43

2M ago21:43

21:43

In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we introduce two key criteria: Freak Out Number - Discover how to assess your decline tolerance in dollar terms, examining at what point you'd feel the nee…

1
What Would You Do? Mel & Lawsie Talk Ethical Spending and Investing. 28:34

2M ago28:34

28:34

In this episode of Uncensored Money, Mel and Lawsie discuss what ethical means to them (and you), through a series of What Would You Do questions. Through this and a discussion of how they view sustainability differently, Lawsie and Mel talk about what is ethical spending and investing, and how to gradually reset to spending and investing more in l…

1
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners 58:27

2M ago58:27

58:27

Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.

1
Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations 31:31

2M ago31:31

31:31

Ever dreamed about retiring to a sunny beach or quaint village in another country? How about living a life of luxury for less than $3,000 per month? In today's episode, we're debunking common myths and discussing the challenges of living abroad, while also highlighting the top destinations to consider moving to in 2024. If you’re thinking "I love t…

1
"She's so lucky". It's time to make your own luck 11:56

3M ago11:56

11:56

In this solo episode, Mel talks about why the words, “She’s so lucky” are like quicksand for your finances (and your business if you have one) and what she thinks you should be doing instead... Books and resources mentioned in this episode My Financial Adulting Plan 10 Ways to Love Your Finances If you're on insta, come play over at @MelBrowne.Mone…

1
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story 57:29

3M ago57:29

57:29

Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process, and more.

1
5 Things Nobody Tells You About Retirement 33:41

3M ago33:41

33:41

We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More often than not, they're referring to one of five key challenges that catch many retirees by surprise. In today's episode, we're diving into each of these five areas. If you're on the cusp of retirement, this is crucial viewing to help you steer clear…

1
Mel talks Developing Great Habits with Dr Gina Cleo 46:21

3M ago46:21

46:21

Want to know how to develop great financial habits? That’s exactly what this episode is all about. Mel chats with Dr Gina Cleo, one of the world’s leading experts in habits. Gina has a PhD in habit change, is an Assistant Professor at Bond University, and is an Accredited Practicing Dietician. Mel talks to Gina about sustainable habits, goal settin…

1
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business 55:38

3M ago55:38

55:38

Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions for clients, training their team, and managing investments.

1
Money Chats with MFAP Alumni: Chloe Story 26:59

3M ago26:59

26:59

Wish you could listen in as someone just like you chatted about money? That’s what our Money Chats are all about. In this episode, Mel is chatting with My Financial Adulting Plan alumni Chloe, a Melbourne mum of two. Chloe talks about taking the course in mid 2023, and the impact and changes that she and her husband have made since. Listen and be i…

1
Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth 49:22

3M ago49:22

49:22

Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.

1
Money Chats with MFAP Alumni: Jodie's Story 28:52

3M ago28:52

28:52

Wish you could listen in as someone just like you chatted about money? That’s what our Money Chats are all about. In this episode, Mel is chatting with My Financial Adulting Plan alumni Jodie who is a fifty-something single mum. Jodie talks about where she was at a year ago and the changes she’s made over the last 12 months. Listen and be inspired …

1
Building a Business with Intention: The $5B Callan Family Office Recipe for Success 58:54

3M ago58:54

58:54

Jack Ginter, CEO and Partner of Callan Family Office, discusses how understanding the unique needs of clients and delivering upon those needs are the key to building a world-class advisory business. The 30-year industry veteran shares his journey and offers actionable advice to advisors of all levels.…

1
3 Reasons You Should Choose A Flat Fee Financial Advisor 40:23

3M ago40:23

40:23

In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and John as they discuss the motivations behind this decision, the considerable reduction in firm revenue to…

1
What If You’re Not At The Age And Stage You Should Be? 25:31

3M ago25:31

25:31

In this episode, Lawsie and Mel talk about three of the questions we’re asked the most is. ‘Where should I be at financially at my age’? How much super do you think I should have at my age? And how much should I be investing at my age? Plus we share where we were at in our thirties and you might be surprised which of the two of us would have been M…

1
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth 1:09:09

4M ago1:09:09

1:09:09

A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term.

1
Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains 21:06

4M ago21:06

21:06

Taxing the richest's unearned income—why should it matter to you? This episode peels back the complexities of the proposed legislation targeting billionaires' unrealized capital gains to examine its broader consequences. We get into how this potential tax shift could create waves that may lap at the financial foundations of everyday investors. If y…

1
3 Things You Should Be Stopping, Starting & Continuing When It Comes To Your Money. 30:45

4M ago30:45

30:45

Did you know that 80% of people will fail to keep their New Year's resolutions by February? 80%! And only 8% of people will stick to them the entire year. But not you. That’s because, in this episode, Mel and Lawsie talk about great financial processes and habits plus give you things to do this month so you feel motivated and empowered to keep goin…

1
Encore: The Retirement Tax Torpedo 43:14

4M ago43:14

43:14

The calculation the IRS uses to determine how you pay taxes on retirement income creates this danger zone where taxes can be SIGNIFICANTLY amplified. And if you fall into this danger zone, you could pay a MUCH higher tax rate on some of your retirement income. In this encore episode, we talk about how you can avoid the pitfall of paying way too muc…

1
Your NY Resolutions Aren’t Yours: Let’s Talk About Goals & Mimetic Desire 14:03

4M ago14:03

14:03

Mel believes many of us should be tossing our New Year’s resolutions out the window. In this episode, she talks about New Year's resolutions, goals, mimetic desire and your finances and addresses how understanding what YOU really want is key to having great finances. Books and resources mentioned in this episode Financial Fresh Start Training 5 Fin…

1
Encore: Asset Protection for Personal Property 39:32

4M ago39:32

39:32

How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one of our most downloaded episodes where John covered the details on what to do with your personal property that could be exposed to creditors and ambulance-chasing attorneys. Although this show does not provide specific tax, legal, or financial advice…

1
An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year 48:52

4M ago48:52

48:52

A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024 to help advisors think more strategically and set longer-term goals to grow, protect, and future-proof their businesses.

1
Encore: 6 Social Security Mistakes That Can Damage Your Retirement 50:48

4M ago50:48

50:48

In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage. In today's episode, John and I talk about: Small missteps that cause overpayment notices Miscalculating spousal and survivor benef…

1
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur 46:35

4M ago46:35

46:35

The founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.

1
Encore: Tax Loss (and Gain!) Harvesting with Andy Panko 35:19

5M ago35:19

35:19

Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode with Andy Panko for a discussion into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting. Visit Andy's Facebook gr…

1
The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business 53:25

5M ago53:25

53:25

What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker dealer? Chris and Brian Cooke of Cooke Financial discuss their decision, growth, and more.

1
Encore: The Fine Print of Beneficiary Designations 40:09

5M ago40:09

40:09

Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This is something that seems straightforward at first glance - just fill out a form naming the people you wish to inherit your account in the event that you pass away. Seems simple enough, right? What lurks in the background is some nuance contained with…

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