Best Investmentmanagement Podcasts (2024)

1
Marketing The Right Way w/ Robert Sofia 36:24

1d ago36:24

36:24

Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …

1
Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement? 38:16

2d ago38:16

38:16

Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF …

1
There’s No Way Wainscott Will Approve This Title 35:02

4d ago35:02

35:02

We discuss the fluid situation in the Middle East, its impact on oil, and, ultimately, its importance as a key stumbling block on the Fed’s path to 2% inflation. The changing expectations regarding Fed rate cuts and how those should (theoretically) affect valuations for stocks are also key topics, as are some of the recent divergences in the histor…

1
Finding The AI Sweetspot w/ Denis Konoplev 24:36

8d ago24:36

24:36

Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…

1
How Much Money Do I Really Need to Retire? 38:20

9d ago38:20

38:20

We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one. In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make su…

1
5 Reasons Why You Should Have an Abundance Mentality 34:31

14d ago34:31

34:31

We revisit one of the core principles of Creating Wealth that is fundamental to wealth building: an abundance mentality. We discuss five reasons why you should have an abundance mentality and share our recent thoughts and advice in implementing this within your financial life. For any questions, comments, and to suggest topics for the podcast, you …

1
"The Language of Referrals" w/ Bill Cates 37:48

15d ago37:48

37:48

Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…

1
Ask Better Retirement Questions 51:25

16d ago51:25

51:25

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a…

1
Practical Uses For AI Today w/ Jeff Morgan 35:20

22d ago35:20

35:20

We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.By Elements

1
The State of Retirement Planning with Michael Kitces 51:41

23d ago51:41

51:41

Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement. On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and h…

1
Finance 401 3:19

25d ago3:19

3:19

Today, we cover the four different forms of finance that are essential to understand in your wealth building journey. For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber

1
Beware of the Magic Bullet: The Fundamentals to Creating Wealth 34:05

28d ago34:05

34:05

What are the signs you are considering a magic bullet? We discuss why people are drawn to magic bullets when it comes to personal finance and share stories of how to identify them and understand them. What really matters when it comes to creating wealth? We share practical tips on how to implement the fundamentals to wealth building. For any questi…

1
Top Men 36:10

29d ago36:10

36:10

Will and Adam discuss the potential for broader equity market participation, as well as the strange dynamics affecting the smaller cap indices. We also deconstruct the latest Fed minutes, and what the Fed’s changing stance on inflation may mean for interest rates, stocks, risk, and housing. Finally, we explore whether one can forge their own signat…

1
How to Manage Your Scarcity Brain with Michael Easter 43:13

1M ago43:13

43:13

Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. Today, my friend and renowned author, Michael Easter joins me to discuss overcoming frugality from a different perspective. Click play to hear about the evolu…

1
Pursuing Authenticity w/ Justin Castelli 41:28

1M ago41:28

41:28

Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fu…

1
Overcoming Frugality in Retirement with Dan Crosby 50:14

1M ago50:14

50:14

For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how yo…

1
Social Media Success w/ Colin Day 47:50

1M ago47:50

47:50

Colin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn: How to think about "client engagement" How Colin leveraged bad luck to create an intersting story How to use Elements to attract and qualify potential clients…

1
Elevate Your Career: Navigating Job Changes in Today's Market 33:14

1M ago33:14

33:14

In today's rapidly evolving job market, navigating job transitions and career changes is becoming increasingly common. Whether you're contemplating a new career path, facing unexpected layoffs, or striving for advancement, managing these transitions effectively is crucial. We'll clarify how to identify new job opportunities, enhance your resume and…

1
What is True Retirement Planning? With Christine Benz 51:39

1M ago51:39

51:39

Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to focus on retirement planning in a holistic way rather than from solely a financial perspective. Morningstar’s Christine Benz joins me today on this e…

1
Monitor Client Progress with Physicians Thrive 27:12

2M ago27:12

27:12

How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.By Elements

1
Mugabe Shack 43:18

2M ago43:18

43:18

In episode 66, Will and Adam discuss the Fed’s shifting stance on its inflation target and the implications for consumers and markets. We also examine the diverging fortunes of the Magnificent Seven and compare today’s market conditions with those of the early 2022 peak as well as the 2000 peak. Learn more about Formidable Asset Management, Will Br…

1
How Systems Thinking Can Improve Your Retirement with Rick Nason 1:26:39

2M ago1:26:39

1:26:39

This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicated, to discuss complicated vs complex thinking. If that discussion didn’t Stick around for the listener questions with Tanya Nichols and Bring It On with Dr. Bobb…

1
Monitor Financial Vitals 15:54

2M ago15:54

15:54

The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial …

1
Our 100th Episode: Why Creating Wealth Exists 32:35

2M ago32:35

32:35

Creating Wealth has made it to 100 episodes! In this podcast, we're diving into the personal side of things--we'll discuss our podcasting journey over the last almost four years, what we've learned through this process, and what we hope for the next 100 episodes. We talk about how we were drawn to the financial services industry and how we learned …

1
What Can I Learn from the FIRE Movement? 45:23

2M ago45:23

45:23

Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover how you can do what FIRE is doing right. What can you learn from FIRE? Traditional retirement planning is all about achieving the end goal. Climbing the moun…

1
Advice 2.0: Less Time, More Impact 22:10

2M ago22:10

22:10

Traditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financi…

1
The Challenges of FIRE 50:22

2M ago50:22

50:22

Over these past few weeks, we have been discussing the FIRE movement with Kevin Sebesta, a coach in the RRC who achieved FIRE some time ago and has been rocking retirement ever since. This week Kevin helps me explore the challenges that retiring early can bring. Listen in to hear if these are similar to the issues you face in retirement. OUTLINE OF…

1
Mastering LinkedIn for Advisors With Ken Anderson 22:35

2M ago22:35

22:35

Explore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online.By Elements

1
I Choo-Choo-Choose You 52:28

2M ago52:28

52:28

We welcome back special guest Kalee Kreider, president of Ridgely Walsh and former communications director for Vice President Al Gore. With November fast approaching, we get her take on the candidates, what states might determine the outcome, and why “double haters” may be the deciding factor. We also evaluate the implications of the outcome in ter…

1
Social Comparison: A Roadblock to Building Wealth 23:24

2M ago23:24

23:24

Social comparison is everywhere, but how does it affect your finances? Today we're diving into the topic of comparison--how common is it for millennials and Gen Z to compare their financial situations? What are some potential negative effects of comparing your finances to others? What are strategies to avoid overuse of comparision? Are there benefi…

1
The Benefits of FIRE 52:21

2M ago52:21

52:21

Now that we know what FIRE is, let’s learn the benefits. In this episode of Retirement Answer Man, Kevin Sebesta joins me to discuss the benefits of FIRE. Afterward, Mark Ross comes aboard to noodle on why creativity is important in retirement. And finally, Taylor Schulte from the Stay Wealthy podcast helps me answer some listener questions. Don’t …

1
Build A Cohesive Marketing Strategy With David Roberson 27:55

2M ago27:55

27:55

Learn how you can integrate a cohesive marketing story into your firm with David Roberson of Azella. Discover how advisors can create a more accessible and cohesive service through technology and personalized branding. Learn about the power of storytelling in creating a seamless journey from the first ad to the final meeting.…

1
Top Hats and Hash Browns 39:10

3M ago39:10

39:10

In episode 64, Will and Adam discuss the winnowing of the Magnificent Seven to somewhere between three and four, and the exorbitant valuations on the shrinking number of winners. We also look at the conundrum faced by businesses dealing with pushback from consumers on rising prices while at the same time increasing demands (not to mention governmen…

1
What Is the FIRE Movement? 57:12

3M ago57:12

57:12

Have you heard of the FIRE movement? It’s become increasingly popular in the past few years. Even if you are technically too old to retire early, there is something we can all learn from FIRE seekers. In this episode, Kevin Sebesta, a real live FIREer joins me to discuss what FIRE is, how he achieved it, and what people who retire early do with the…

1
Prospect Power Up: Answer Questions First 27:06

3M ago27:06

27:06

In this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guida…

1
What’s the Deal With Annuities? 24:40

3M ago24:40

24:40

Annuities are not the simplest of investments to understand—yet they are definitely worth understanding! So today we’re going to discuss annuities, how they work, in what cases they make sense to buy—and when they don't. We’ll also discuss the questions you should ask before buying an annuity: How do I buy one? How are they taxed? We hope this epis…

1
Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets 52:30

3M ago52:30

52:30

How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their late in life marriage. Kay gives us some insight on how to manage finances in a financially unbalanced relationship. You’ll appreciate her perspective on how t…

1
Sharing You Work Publicly with Josh Passler 27:55

3M ago27:55

27:55

Discover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online.By Elements

1
Nvidiots 51:57

3M ago51:57

51:57

Will and Adam return from a hiatus with the S&P 500 at an all-time high. They recap what drove returns in 2023 (index flows, zero-day options, the Magnificent Seven) and what expectations are baked into valuations at current levels (above-average earnings growth and six Fed rate cuts). They also juxtapose the divergent growth expectations the low p…

1
Retirement Plan Live - Mature Marriage: Shared Resources 23:48

3M ago23:48

23:48

We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their reso…

1
The Art of Guidance: Using The Right Tools 21:43

3M ago21:43

21:43

Explore the role of financial advisors as guides, uncover the art of identifying client archetypes, and learn how to choose the right tools for effective behavior change in this Elementality episode. Dive into personalized financial guidance for impactful client journeys.By Elements

1
Reach Your 2024 Goals by Budgeting 27:36

3M ago27:36

27:36

January is typically the time when people are thinking about goals for the year ahead. And a key component to accomplishing those goals is budgeting—one of our favorite topics! Join us as we discuss what we found interesting as we reviewed our 2023 budgets, and how we’re thinking about our budgets in 2024. We’ll also touch on the demise of Mint as …

1
Retirement Plan Live: Mature Marriage - Shared Goals 40:14

3M ago40:14

40:14

Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement. OUTLINE OF THIS …

1
Validation: What Clients Really Want 17:29

3M ago17:29

17:29

Discover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.By Elements

1
Retirement Plan Live: Mature Marriage - Mary’s Story 48:42

4M ago48:42

48:42

If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board? In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is tryin…

1
The Elements Story: From Concept to Success 22:37

4M ago22:37

22:37

Discover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated technology.…

1
Retirement Plan Live: Mature Marriage - Mark’s Story 52:13

4M ago52:13

52:13

Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. On this episode, you’ll learn about Mark and his aspirations and concerns for their life together. In the next episode, you’ll meet Mary, in week…

1
Convert More Prospects With Small Events 18:15

4M ago18:15

18:15

Discover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transform your prospecting approach through events!…

1
Should I Withdraw from My IRA to Pay Off My Mortgage? 55:07

4M ago55:07

55:07

One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So they are wondering if they should pay off their mortgage early by withdrawing from their IRA. What would you do? Listen in to hear my response in additi…

1
Why Everyone Needs a Discussion Partner with Angela Johnson 33:17

4M ago33:17

33:17

“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning…

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