Best Osaic Podcasts (2024)

1
NextPhase - the Ultimate Retirement Income Planning Platform 27:17

30m ago27:17

27:17

Sr. Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase. NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He will …

1
Weekly Market Impact: April 29 29:46

3d ago29:46

29:46

This week Phil is joined by Aidan Redmond, senior analyst with Ladenburg Asset Management, to break down inflation.

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Tax Mastery in Retirement: Strategies for Successful Planning 21:43

4d ago21:43

21:43

Imagine a retirement filled with beach strolls and golfcourse mornings. But lurking in the backdrop is an often underestimated challenge: Taxes! This uninvited guest can cast a shadow over your financial dreams, but you're not alone. On today's episode of "Financial Breakaway," we're turning tax confusion into tax mastery. We'll skip the dry number…

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Weekly Market Impact: April 22 32:56

10d ago32:56

32:56

Is the dollar losing its strength? Listen to today’s podcast with Phil and Fred Boy, CFA to learn more.

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Weekly Market Impact: April 15 26:02

17d ago26:02

26:02

This week, Phil Blancato is joined by Mike Meechan, Senior Analyst for LTAM, to discuss the Iran/Israel conflict and Tax Day details.

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Hubly Provides the Controls You Need 41:09

17d ago41:09

41:09

Special guest Louis Retief, CEO and CO-Founder of Hubly, sits down with Osaic's Eric Baumgardner to discuss the powerful controls provided by the Hubly platform. Mr. Retief will describe advanced features of this complete financial advisory tool. Learn how you can implement deep and meaningful integrations into your CRM.…

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Weekly Market Impact: April 8 32:14

24d ago32:14

32:14

With so many office buildings empty, commercial real estate is a hot topic for investors. Special guest Matt Crosby joins this week's episode to discuss how the economy can hold up, despite the vacancies.

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Revolutionary Power of YCharts 34:21

24d ago34:21

34:21

In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research and client communication. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnership…

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Time-Tested Strategies For Today's Investor 23:31

28d ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include:#investing #blackmonday #tech #assetclasses #portfolio #…

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Time-Tested Strategies for Today's Investor 23:31

28d ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include: #investing #blackmonday #tech #assetclasses #portfolio …

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MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

28d ago0:56

0:56

What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever. Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridicu…

1
Weekly Market Impact: April 1 26:28

1M ago26:28

26:28

This week on the Weekly Market Impact, Phil wraps up the first quarter, latest inflation data and spring in New Jersey!

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Weekly Market Impact: March 25 40:53

1M ago40:53

40:53

Tune in to this new episode to hear from special guest, Joe Bell, CIO of Meeder Investment Management! Phil and Joe discuss interest rate cuts, equity valuations and bond market implications.

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Weekly Market Impact: March 18 26:10

2M ago26:10

26:10

It's Fed week! On today's episode, Chief Market Strategist Phil Blancato talks about our expectations for inflation, risks in the marketplace and how you should be positioned.

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MONEY IN A MINUTE What is a Fiduciary? 0:56

2M ago0:56

0:56

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an …

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The Presidential Election and Its Effects on Your Money and Retirement Plan 15:04

2M ago15:04

15:04

We currently find ourselves amid a presidential election year (whether we like it or not), and political headlines already dominate the news, sparking questions and concerns about how election outcomes might impact retirement and investment plans. As a Financial Planner, I often get clients coming to me and asking how the elections may affect their…

1
Weekly Market Impact: March 11 25:19

2M ago25:19

25:19

This week Phil talks about the stock market finally broadening out, if it is time to change your last allocation, and most importantly the power of women in finance.

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Business Phone: Make the Change to VOIP? 9:09

2M ago9:09

9:09

Technology Solutions Consultant Mark Matheny shares his expertise on Voice Over IP. What exactly is VOIP? Hear about the VOIP features that are superior to a traditional phone line. Also hear about reduced cost and remote access. Mark will also break down the difference between hardware and software phones.…

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Get Your Retirement Ducks In A Row 22:52

2M ago22:52

22:52

Are your retirement ducks in a row? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include:EmotionsHealth InsuranceMedicareNursing HomeAssetsIncomeLiquidityTaxesInvestmentsSkewStocks401(k)Risk…

1
Weekly Market Impact: March 4 27:13

2M ago27:13

27:13

What do pearls and Bitcoin have in common? Find out from Chief Market Strategist Phil Blancato on today's new episode.

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MONEY IN A MINUTE Celebrity Money Mistakes: Britney Spears 0:55

2M ago0:55

0:55

#BritneySpears was very young when she hit fame and created a large amount of fortune. She had some very public meltdowns early on and her Father became the custodian of her money. Her long running battle to reclaim financial control spurred the fans group called “The #FreeBritney Movement.” Britney successfully petitioned the court to end the #con…

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Weekly Market Impact: February 26 39:41

2M ago39:41

39:41

On this week's episode, Chief Market Strategist Phil Blancato is joined by special guest Dan Solender, Partner and Director of Taxable Fixed Income at Lord, Abbett & Co. LLC, to discuss the municipal bond market and current investment opportunities.

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Reduce Your Taxes With QCD’s 22:37

2M ago22:37

22:37

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Ad…

1
Taking Care Of The One You Love 24:53

2M ago24:53

24:53

Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include:Life InsuranceBillsDebtMortality TableBenefitsEstate PlanningWillFinancial P…

1
Taking Care of the One You Love 24:53

2M ago24:53

24:53

Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include: Life Insurance Bills Debt Mortality Table Benefits Estate Planning Will Fin…

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Reduce Your Taxes with Qualified Charitable Distributions 22:37

2M ago22:37

22:37

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Ad…

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Weekly Market Impact: February 20 26:57

2M ago26:57

26:57

Strong market performance has some investors worried about cashing out at all-time highs. However, Chief Market Strategist Phil Blancato says don’t let a fear of heights keep you from investing. Learn more on this week’s episode!

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Using Holistiplan to Speed Things Up 24:40

2M ago24:40

24:40

Holistiplan works by scaling the process of tax planning so advisors can become both more comprehensive and efficient. Listen as Technology Solutions Consultant Mark Matheny from Osaic speaks with two knowledgable guests, Erik Berns from Holistiplan and Ryan Yamada from Osaics Financial Planning and Client Advice Team. Learn valuable information ab…

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Weekly Market Impact: February 12 27:52

3M ago27:52

27:52

The Super Bowl may be over, but on this week’s episode, Chief Market Strategist Phil Blancato talks Super Bowl economics. Plus, the surprising strength of the S&P 500 this year and the value of owning dividends.

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MONEY IN A MINUTE Disciplined Investment Methodology 0:46

3M ago0:46

0:46

How do you know if your #investments are any good? Here’s the thing: #money doesn’t come with instructions. Creating and maintaining a strong #portfolio takes a lot of research and review. That’s why we developed our disciplined investment methodology. #holdings #wealth#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagemen…

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Weekly Market Impact: February 5 24:14

3M ago24:14

24:14

On this week's episode, Chief Market Strategist Phil Blancato highlights the success of the Magnificent 7, the latest on the Fed and a jobs update.

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Real-Time Convenience with File Sharing 9:27

3M ago9:27

9:27

Technology Solutions Consultant Aida Dillman talks through the value of using compliant file-sharing technology. Hear Aida describe how working with team members and your clients in real-time on shared documents increases efficiency and reduces possible errors. See how you can use file-sharing technology to get rid of unnecessary paper and foster b…

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Weekly Market Impact: January 29 23:52

3M ago23:52

23:52

In this episode, Chief Market Strategist Phil Blancato discusses Fed week, earnings, and investing when the market hits an all-time high.

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MONEY IN A MINUTE New Year, New Financial Resolutions 0:48

3M ago0:48

0:48

The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.#creditscore #…

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Weekly Market Impact: January 22 24:19

3M ago24:19

24:19

We’re 10% of the way through earnings season and tracking 4.1% year-over-year growth. However, the difference between earnings and operating costs are high, and higher interest rates are putting a dent in company profits. Learn more on this week’s episode.

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Compliant Texting with MyRepChat 19:02

4M ago19:02

19:02

CEO of ionlake Derrick Girard talks about the powerful texting solution, MyRepChat, with Osaic's Technology Solutions Consultant, Aida Dillman. Texting with your client's not an "or" option, but an "and" option. You will be convinced that texting is a must after hearing the open and response rates as compared to emails. Hear about integrations and …

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Weekly Market Impact: January 16 26:10

4M ago26:10

26:10

Should we be worried about an earnings slowdown? Chief Market Strategist Phil Blancato answers the big question in this episode.

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CRM Workflows: The Automation Machinery 9:50

4M ago9:50

9:50

Listen as Mark Matheny, Manager of Osaic Technology Solutions Consultant team, talks about CRM workflows and why they are a critical tool for driving a better business. Mark discusses how to build your own workflows as well as looking for the prebuilt options that will improve your business in such positive ways that even your clients will notice.…

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MONEY IN A MINUTE Oprah Money Quote 0:49

4M ago0:49

0:49

#Oprah says when she's buying things, she asks herself this: “Do my things promote joy, beauty, and usefulness or are they just burdensome? I have decided to keep only that which delights me or enhances my well-being.” Do you own your stuff or does your stuff own you?#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement …

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MONEY IN A MINUTE 12-Month Financial Planner 1:14

4M ago1:14

1:14

Let's kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneyti…