The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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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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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Dr. Scott Atlas is a world-renowned expert in health care policy and frequent policy advisor to policymakers and government officials. He investigates the role of government and the private sector in health care quality and access, global trends in health care innovation, and the key economic and civil liberty issues related to health policy. Sponsored by the Independent Institute, the show features Dr. Atlas in conversation with high profile, news-making guests around public health policy, ...
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Grow Your Wealth ♾️ Your Independent Source for Money & Mindset! We go beyond the headlines and narratives to uncover the truth and what is really going on so you can Free Your Mind and Think Different. You have the power to change your story and live your best life! I'm Rosanna Prestia, MBA, an independent thinker, serial entrepreneur, business builder, investor, advisor, economist, CEO for 25+ years. On this show, we share secrets and insights from my experiences and other peak-performing ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
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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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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Film Festival Radio features top guests from the world of film festivals, television, movies, sports and politics. The show has a variety of A-list celebrities, as well as indie filmmakers. Show's tagline: "The show where superstars and future stars happily co-exist together."
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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Welcome to the Wealthy HOMES Podcast with Connor Bauserman, ChFC® from Preferred Financial Group, LLC. In this podcast, we help young Michigan families manage their finances, and create wealth. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What’s the goal? To give you relevant and actionable fin ...
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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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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Welcome to Smarter Lawcast, the official podcast of Hall & Wilcox, a leading independent Australian law firm. We pride ourselves on our Smarter Law approach, where we work with our clients to creatively solve their legal and business challenges. Tune in to be educated and entertained by our experts’ take on topical legal issues. LinkedIn:@Hall & Wilcox Facebook:@HallandWilcox Instagram:@hallwilcox https://hallandwilcox.com.au/
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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Financial advisor technology news and information
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Did you know that 2024 is a leap year? Are you prepared to make the leaps you must to win the epic battle between being remarkable or risking irrelevance as the pace of change accelerates, as the bar for performance gets raised higher and higher? As increasingly Fortune favors the bold, are you ready to leap ahead of the competition? This is Steve Dennis, strategic advisor, keynote speaker and best-selling author inviting you to join me and fellow retail insider Michael LeBlanc each week as ...
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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Economics, Finance, Crypto and Retirement podcast interested in exposing: the false left-right paradigm, central bank manipulation, media double standards, lying politicians and Fake News.
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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Podcast by Citywire
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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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The Advisor Internet Marketing Podcast
Jovan Will and Fernando Godinez bring you expert marketers, top advisors an
The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in yo ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
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The rules are changing for growth-focused investors – but what comes next? Join independent registered investment adviser Tyrone Ross as he explores, educates and explains the emerging world of bitcoin and cryptocurrency for the modern financial professional. This show is for advisers, by advisers on all things crypto and we appreciate you.
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David Plouffe, former President Barack Obama’s campaign manager and White House Senior Advisor, takes a deep dive into key states in the crucial midterm elections - and what it will take to win them. Plouffe’s guests are key operatives, local political reporters and independent pollsters, who don’t just have opinions about what is happening–they know what is happening, because they are the ones in the arena.
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Anticipating and managing exponential impact - hosts David Wood and Calum Chace Calum Chace is a sought-after keynote speaker and best-selling writer on artificial intelligence. He focuses on the medium- and long-term impact of AI on all of us, our societies and our economies. He advises companies and governments on AI policy. His non-fiction books on AI are Surviving AI, about superintelligence, and The Economic Singularity, about the future of jobs. Both are now in their third editions. He ...
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The Independent Advisors Podcast Episode 266: The Goldilocks Outcome
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Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.By Mark McEvily
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Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
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With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors Overview The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted i…
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Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)
28:46
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Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do? In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors …
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Creating a Legacy: From Financial Advisor to Business Owner
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Conor Delaney and Nick LoPresti discuss their journey together and the growth of Good Life. They talk about the importance of servant leadership and the pride they have in their team. They also discuss the transition from financial advisor to business owner and the challenges and rewards that come with it. They highlight the impact they have on adv…
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Advisor on This Week’s Show Kyle Tetting Mike Hoelzl Kendall Bauer (with Max Hoelzl and Joel Dresang, engineered by Jason Scuglik) Week in Review (Aug. 19-23, 2024) Significant Economic Indicators & Reports Monday The Conference Board said its index of leading economic indicators fell again in July, but the six-month decline decelerated from the pr…
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8/23/24: This Economist’s Proposal Won’t Solve the Social Security Crisis
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In this election season, Social Security should be a key topic of debate due to its impending funding crisis, which could lead to a 25% reduction in benefits by 2032. Then Ric and industry experts discuss the challenges of organic growth for financial advisors, noting the shift from individual client acquisition to broader strategies. And Ric answe…
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Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7)
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It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we…
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Actor Aspen Kennedy stars as the lead male actor in the new film THE FORGE, opening nationwide August 23, 2024. The Forge faith is a coming-of-age type film featuring "Isaiah," young man who's a bit lost in life. A year out of high school with no plans for his future, Isaiah is challenged by his single mom (Priscilla Shirer) and a successful busine…
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8/22/24: Iran's Surge in Cosmetic Surgery and 3D-printed Communities: The Expanding Impact of Exponential Technologies
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Exponential technologies continue to revolutionize industries, creating new opportunities and challenges. However, the anticipated great wealth transfer won't be enough to secure retirement for most, highlighting the need for proactive financial planning. #ExponentialTech #3DPrinting #CosmeticSurgery #TechInnovation #FutureTech #WealthTransfer #Ret…
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The ERP Minute Episode 152 - August 20th, 2024
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Planful announced record-breaking new bookings for the first half of the year 2024. Clayton, Dubilier, & Rice and CVC today announced that funds managed by CVC have agreed to acquire a significant ownership position in Epicor. Sage announced new enhancements and updates for Sage Intacct customers globally, to streamline financial operations and enh…
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Downside Risks With Hidden Opportunities | Gary Brode Ep.137
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Episode 137: The economic data is manipulated and lagging and vastly different than reality. Inflation is lower but prices are still higher. Jobs data were just revised lower demonstrating millions of jobs reported are in fact fake. GDP is bloated by massive government spending that is disguising private sector hardship. Do we have real growth? Is …
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The Retirement Plans That Work For ALL Retirees
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The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees) Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement. After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s sa…
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When planning your will, don’t forget your pets. Protect them by naming a caregiver and setting aside funds to ensure their well-being after you're gone. #EstatePlanning #PetCare #WillsAndTrusts #FinancialPlanning #PetTrusts #LegacyPlanning #PetOwners #FamilyPlanning #LegalAdvice #ProtectYourPets ----- Subscribe to podcast updates: https://form.jot…
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Why Bonds Should Be Part of Your Retirement Portfolio
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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
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078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
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Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode,…
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Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic)
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In this episode, The Annuity Man discussed: Acknowledging your wealth The scars of scarcity Should you be worried about inflation Setting up contractual guarantees Key Takeaways: Be rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…
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Health and aged care – international perspective: Life sciences: Australia and UK trends
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Hall & Wilcox partner and co-lead of our National healthcare sector group Alison Choy Flannigan chats with James Fry, a partner and head of life sciences at UK firm Mills & Reeve about key trends in life sciences in the UK, Europe and Australia, including the accelerated pace of technology and the associated legal issues it brings, regulatory chang…
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How to Staff Your ERP Implementation - The ERP Advisor Podcast Episode 103
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ERP implementation success depends on the resources available to ensure the project goes off without a hitch. However, it can be impractical to pull people away from their day jobs to devote 20+ hours to ERP efforts. Is it possible for a business to staff its ERP implementation for success without sacrificing normal business operations? And how can…
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8/20/24: Estate Planning Essentials to Ease the Burden
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Learn how to simplify estate planning and protect your family from future hassles. Plus, a no-nonsense comparison of bitcoin ETFs vs. direct ownership—find out which one might be better for you. #EstatePlanning #BitcoinETFs #FinancialPlanning #CryptoInvesting #RetirementPlanning #WealthManagement #PersonalFinance #InvestSmart #CryptoSecurity #Legac…
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Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481)
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Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …
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Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle
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Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…
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Clayton Christensen, the late great Harvard Business School professor, wrote one of the best business strategy books of all time. In his classic "The Innovator's Dilemma" he explains how successful companies often fail by becoming overly locked into their established business models and optimizing the heck out of them, thereby ignoring, more risky …
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The rise of digital pandemics, with James Ball
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Our guest in this episode is the journalist and author James Ball. James has worked for the Bureau of Investigative Journalism, The Guardian, WikiLeaks, BuzzFeed, The New European, and The Washington Post, among other organisations. As special projects editor at The Guardian, James played a key role in the Pulitzer Prize-winning coverage of the NSA…
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NY Times Best-Selling Author Joana Ho Chats Latest Book
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New York Times bestselling and award-winning author, Joanna Ho. She chats about her new book "We Who Produce Pearls: An Anthem for Asian America." It's an uplifting call to action picture book that highlights Asian American history and celebrates the richness and diversity within the Asian American identity and serves as a reminder of our self-wort…
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8/19/24: Guess Who’s Living With This 95 Year-Old Woman?
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The profound demographic shifts affecting society: the rising trend of younger generations opting out of parenthood and the financial implications. Plus, the importance of planning for long-term care and insurance costs. #Demographics #Longevity #Parenthood #RetirementPlanning #FinancialSecurity #EggFreezing #LongTermCare #GenerationalShifts #Socia…
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Matt Zeigler: Punk Rock Economics, The Power of Stories, Nostalgia, Becoming Independently Happy & More
1:30:02
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Today’s guest is Matt Zeigler. He’s been on Talking Billions before, and he was also the guest host when we turned the tables. Matt asked me questions in Talking Billions’ very first Fireside chat with the host. He is back, and we have lots to discuss. Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients…
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Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all …
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Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women.#finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #w…
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Advisors on This Week’s Show Kyle Tetting Steve Giles John Sandstrom (with Max Hoelzl, engineered by Jason Scuglik) Week in Review (Aug. 12-16, 2024) Significant Economic Indicators & Reports Monday No major announcements Tuesday Inflation on the wholesale level rose 0.1% in July and was up 2.2% from the year before, according to the Producer Price…
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The Reality Behind Recent Market Dips: A Long-Term Investment Outlook
26:13
26:13
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In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…
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8/16/24: The Huge Difference Between Inflation and the Inflation Rate
46:00
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On today's show, we unpack the real story behind the recent 2.9% inflation rate and why it doesn't mean relief from high prices. Plus the implications for your investment portfolio as the Fed considers interest rate cuts. We'll also look at the new trend in AI scams. Then we shift focus to college planning strategies with insights on how to navigat…
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The Rise of Women in Finance: Empowering Financial Independence
1:21:06
1:21:06
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In this episode of the Inspired Money Livestream Podcast, "The Rise of Women in Finance: Empowering Financial Independence." We explore the critical role women are playing in reshaping the finance industry. This episode highlights the journey of women advancing in finance, breaking barriers. Fostering financial independence through their expertise,…
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Recording artist ALYA; Maks Chmerkovskiy; UB40
1:09:50
1:09:50
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Guests are Grammy Award winning recording artist ALYA chats about her new song HOPE. TV dancer/choreographer and entrepreneur Maks Chmerkovskiy; internationally recognized band UB40 chat about their 2024 North American tour.By Janice Malone
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The Gig Economy: Thriving in the New World of Work
1:10:32
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In Episode 43 of the Inspired Money Livestream Podcast, we examine the impact of the gig economy on today’s employment. With insights from Louis Hyman, Jeffrey Moss, and Sergio Avedian, we explore how digital platforms like Upwork, Fiverr, and Uber have reshaped work by offering flexibility and independence. These platforms provide a range of oppor…
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The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon
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Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites me…
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Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.By Geoff Severson
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8/15/24: The Real Estate Reckoning: Is a Replay of 2008 Coming?
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Exploring the risks lurking in commercial real estate, from inflated bond ratings to rising foreclosures, and what this means for your investment strategy. #CommercialRealEstate #CRE #BondMarket #FinancialRisks #InvestmentStrategy #CreditRatings #Foreclosures #EconomicOutlook #InvestmentTips #FinancePodcast ----- Subscribe to podcast updates: https…
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The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
48:35
48:35
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With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike. List…
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Did you know that the first week of August was National Simplify Your Life Week? Just as decluttering your home can ease the stress of cleaning and upkeep, decluttering your finances can reduce stress when it comes to planning for your retirement. Join Scott as he outlines five key strategies to simplify your retirement plan and reduce stress. Here…
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5 Surprising Investing Facts That You've (Probably) Never Heard
21:47
21:47
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Today, I’m sharing FIVE surprising statistics about the economy, markets, and retirement. For example, one stat highlights a "stock market indicator" that has a 100% success rate 😳 Another emphasizes a growing insurance risk that everyone needs to protect against. Along with being entertaining, these stats bring important investing and planning top…
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The ERP Minute Episode 151 - August 13th, 2024
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Sage announced its financial results for the first nine months of 2024. Oracle released the Primavera Unifier Accelerator base to help speed up execution and efficiency. Salesforce announced new AI and data capabilities for Nonprofit Cloud to help nonprofits improve efficiency, personalize donor engagement, and increase funding. Connect with us! ht…
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8/14/24: Parents Co-Signing Mortgages Has Election Implications
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The rising trend of parents co-signing mortgages has surprising election implications, reflecting the struggles of today’s homebuyers. Plus, get ready for a fun break with a new film by Ric’s brother that’s sure to bring some smiles. #RealEstate #HomeBuying #MortgageTips #Election2024 #FinancialPlanning #ParentalSupport #RetirementPlanning #Documen…
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Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…
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077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast)
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What’s up DBDL fam! We’ve got a special episode lined up for you today. As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part o…
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Automate Your Income: Shootin' It Straight With Stan
10:22
10:22
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In this episode, The Annuity Man discussed: Automating your income Establishing an automated income stream Reverse-engineering your income goal Key Takeaways: Automating your income is about creating more income floor to add to your lifetime income stream with Social Security which increases with inflation. This is where annuities come into play si…
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8/13/24: The Insurance Industry’s Latest Battle Against Consumer Protection
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22:38
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The insurance industry is pushing back hard against consumer protection, and your retirement could be at stake. Learn why their fight against the fiduciary rule matters to your financial future. #RetirementPlanning #ConsumerProtection #FiduciaryRule #InsuranceIndustry #FinancialSecurity #WealthManagement #RetirementRisk #PersonalFinance #Investment…
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Ben Claremon: Two Decades of Investing, Opportunities in Microcaps & Joys of Podcasting
1:32:54
1:32:54
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My guest today is Ben Claremon; we connected a while ago and have had many deep conversations about work, life, investing, and more. Not long ago, I was a guest on his wonderful podcast - The Compounders Podcast, where I talked about my career, work, investment style, and my firm - Blue Infinitas Capital — scroll down and look up this episode in th…
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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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