Best Transition Advisor Group Podcasts (2024)

1
Rescue, Rehome, Repeat: The Lifesaving Efforts of Baypath Humane Society with Liz Jefferis (Ep. 20) 31:04

10h ago31:04

31:04

Behind every animal rescue is a story of passion, perseverance, and purpose. This one’s no different. In this heartfelt episode, host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, sits down with Liz Jefferis, the Executive Director of Baypath Humane Society, about the incredible work they’re doing to rescue, rehome, and rehabilitate animals in…

1
182: Unlocking Team Success: Trust, Accountability, and DISC Mastery 28:42

2h ago28:42

28:42

In this week's edition of the AmiSights Podcast, we speak with Robin Huling, founder of Warner Communication, which delivers transformative workshops and consultancy services. Robin discusses how she transformed her skills into a successful business, driven by her passion for team building and leadership training, along with her deep expertise in D…

1
Understanding the Impact of Fed Rate Cuts 30:54

4h ago30:54

30:54

Jim discusses the current landscape of retirement planning, focusing on the recent Federal Reserve interest rate cuts and their implications for retirement savings. He emphasizes the importance of long-term financial strategies, particularly in a fluctuating interest rate environment. He also covers Social Security benefits, including strategies fo…

1
89. Episode - How to create a success in your business by integrating your personal and professional goals. Interview with Mr R. Hore, recruitment specialist, M&A advisor. 35:30

1h ago35:30

35:30

In this episode, I sit down with Rod Hore, a M&A advisor and Recruitment specialist, to explore the keys to building a successful recruitment business. Rod shares his insights on navigating uncertainty, rebuilding careers, and finding clarity in challenging times. A strong advocate for only doing what aligns with his values, Rod discusses the impor…

1
Professional Guidance in Financial Health 17:21

4d ago17:21

17:21

Jim Cipriotti discusses the complexities of retirement planning, emphasizing the importance of having a comprehensive financial strategy. He highlights the challenges faced by retirees who manage multiple financial advisors and the need for a one-stop solution for financial guidance. Jim shares insights on retirement income, tax strategies, and the…

1
181: Mastering Financial Solutions: How MultiFunding’s Advisors Empower Small Businesses 27:59

8d ago27:59

27:59

On this week's episode of the AmiSights Podcast, Fran Miller and Nick Lasorsa from MultiFunding's loan team join Ami and Lynn to discuss the company’s culture and mission, along with their experiences navigating the ups and downs of the financing industry.“You have to have all the tools in your tool shed and be comfortable and sort of get your hand…

1
Federal Reserve's Interest Rate Cuts and Economic Outlook 29:57

7d ago29:57

29:57

Jim Cipriotti delves into the recent interest rate cuts by the Federal Reserve and their implications for the economy and investment strategies. Financial advisors play a crucial role in helping individuals maximize returns while minimizing risks, especially as they approach retirement. The conversation emphasizes the need for a strategic approach …

1
Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession 43:33

11d ago43:33

43:33

Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives. If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…

1
180: From Unemployed to Innovator: A Ticket Tech Revolution 27:25

15d ago27:25

27:25

In this week's edition of the AmiSights Podcast, we talk to Morgan Katz, founder and CEO of Ticketnology, a company that works with executives across multiple industries to ease the frustration of corporate ticketing. She explains why she started the company five years ago. “So during that very long intermission, it was what am I going to do to be …

1
Current Market Trends and Interest Rates 26:26

16d ago26:26

26:26

Jim highlights the significance of strategic retirement planning, considering the prevailing market trends and interest rates. He underscores the necessity for individuals to comprehend their retirement income requirements and to explore different investment strategies, such as annuities, to ensure a steady income throughout retirement. Catch Freed…

1
88.Episode - The Most Powerful Yet Often Overlooked Strategy for Business Growth. Built on #Trust and #Relationships with Mike and Derek from Referit 1:17:14

17d ago1:17:14

1:17:14

In this episode, we explore one of the most powerful yet often overlooked strategies for business growth. Our guests, Mike Beachy-Head, Founder & Director of Referit & Flexidev, and Derek Morgan, Head of Affiliates & Partnerships, from Referit, share their expertise on how to harness the true potential of relationships and your trusted network. How…

1
The First-Time Homebuyer: How to Choose the Right Home at the Right Time (Ep.19) 30:47

20d ago30:47

30:47

There are too many different societal and economic pressures that come up when you think about home ownership. You could see it as a necessary life investment, you may be trying to start a family, or you could have reached the point in life where you are ready to put roots down in one location to be closer to the homes of friends and family. Are yo…

1
179: Uncovering True Paths: Transitioning from Business Ownership to Coaching 22:09

22d ago22:09

22:09

In this week's edition of the AmiSights Podcast, we talk to Tim McDiarmid, Coach & Consultant, Founder/Owner of The Good Kind Hospitality Group, Co-Founder at The Bravery Strategy, and owner of Tim the Girl Catering. She describes how she became an “accidental entrepreneur.”"The reason, what gets me up, what made me love this business, is people. P…

1
Transitioning Investments for a Secure Retirement 24:46

27d ago24:46

24:46

Jim Cipriotti from Retire Ready Financial Group emphasizes the significance of shifting investments to those tailored for retirement, providing insights into various investment alternatives. He discusses the dangers of depending solely on 401(k) investments and underscores the importance of exploring other accounts that provide monthly income. Addi…

1
Managing Finances in a Volatile Economy 25:17

30d ago25:17

25:17

Jim Cipriotti addresses the current economic climate and the effects of inflation on retirement planning. He recommends managing your finances by seeking higher interest rates for short-term savings and making informed investment choices. Additionally, he highlights the necessity of preparing for retirement costs and aligning retirement funds with …

1
178: The Entrepreneur’s Edge: Peer Groups, Resilience, and Rising to the Challenge 38:30

29d ago38:30

38:30

In this week's edition of the AmiSights Podcast, we talk to Adam Silberstein, a YPO and EO retreat facilitator and co-founder of The Local Leaders Collective, which offers a peer group experience and community for entrepreneurs. He explains how focusing on holistic health has helped entrepreneurs get through tough times such as the pandemic. "Anybo…

1
87. Episode - From $7 to Million-Dollar Deals: Michael Worthington on Overcoming Setbacks, Purpose-Driven Success, and the Power of a Abundance Mindset 37:22

28d ago37:22

37:22

In this inspiring episode, I sit down with Michael Worthington, the dynamic owner of The 101 Media Group and host of the online radio show The 101 Connection. Michael shares his incredible journey of overcoming setbacks and transforming his life from rock bottom to closing million-dollar deals, even when he had just $7 in his pocket. We dive deep i…

1
177: Scaling Success: Doubling Revenue in Luxury Cabinetry 39:50

1M ago39:50

39:50

In this week's edition of the AmiSights Podcast, we talk to Joe Trave, Owner & CEO at Village Handcrafted Cabinetry, which makes customized high-end cabinets. Be sure to tune in as Joe explains how an increase in prices has made customers more hesitant to quickly jump into an extensive project. "I think emotional strength and resilience are importa…

1
Considering Tax Brackets in Inheritance Planning 15:46

1M ago15:46

15:46

Jim explains the significance of taking tax brackets into account during inheritance planning and recommends transitioning to a Roth account as a strategy to potentially reduce tax liabilities. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. For more inf…

1
How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18) 31:09

1M ago31:09

31:09

How can you make your donations more meaningful and fulfilling? What steps can you take to align your giving with your values and passions? Discover how to transform your charitable giving from a scattered approach to a strategic, impactful journey. This week, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Katie Collins, Founder & P…

1
176: Solving Small Business Accounting Problems: The Trusted but Not Trained Issue 35:55

1M ago35:55

35:55

In this episode of the AmiSights Podcast, we chat with Michael Ly, the founder and CEO of Reconcile. Michael shares his journey of starting the company in 2016, driven by a mission to support entrepreneurs by handling their daily bookkeeping and accounting needs, allowing them to concentrate on their core business strengths.“The business owner or t…

1
Preparing for Market Downturns and Weathering the Storm 27:06

1M ago27:06

27:06

Recent stock market fluctuations have impacted retirement savings. Jim Cipriotti stresses the importance of remaining calm and adhering to one's investment strategy, while also underscoring the necessity of being prepared for possible market downturns. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturda…

1
175: Cybersecurity Myths: Why Small Businesses Are Targets 36:54

2M ago36:54

36:54

In this week's edition of the AmiSights Podcast, we talk to Chris Schalleur, CEO of Christo IT Services, which has been helping small businesses for the past 25 years. He explains the importance of cybersecurity in today's digital landscape.“The number one thing I hear, Ami, is from small business owners. This is all around cybersecurity, and how d…

1
The Impact of the Election on the Market 30:43

2M ago30:43

30:43

Jim Ciprioti discusses the current state of the stock market and the impact of interest rates on retirement planning. He emphasizes the importance of having a plan in place to navigate market fluctuations and protect retirement savings. Jim also discusses the potential impact of the upcoming election on the market and the need for tax planning in r…

1
How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17) 32:36

2M ago32:36

32:36

Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation. How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively? This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Adviso…

1
174: From Hurdles to Heights: Empowering Women’s Real Estate Success 34:16

2M ago34:16

34:16

In this week's edition of the AmiSights Podcast, we speak with Elizabeth Convery, founder of The Confident Agent: A System for Growth and Success for Women in Real Estate. She shares how her transition from the corporate world right after college helped her become a more effective entrepreneur. “Women need a community of others who are at similar s…

1
Overcoming the Fear of Running Out of Money in Retirement 28:19

2M ago28:19

28:19

The fear of running out of money in retirement is a common concern among retirees. Many retirees are hesitant to spend their savings, leading to a less enjoyable retirement. It is important to have a financial plan in place to address this fear and ensure a comfortable retirement. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready …

1
173: Avoiding Embezzlement: Financial Control Systems for Small Businesses 36:34

2M ago36:34

36:34

In this week's edition of the AmiSights Podcast, we talk to Lil Roberts, CEO and founder of Xendoo, which specializes in online bookkeeping and accounting, focusing on small business owners. Through a blend of cutting-edge technology and a dedicated team, Xendoo provides speedy access to financials with predictable pricing, seamless technology, and…

1
Taxes just don't go away once we are retired 28:19

2M ago28:19

28:19

There are taxes on Olympic medals and cash awards, different types of income and their tax implications, strategies for minimizing taxes, and the potential leaks in retirement accounts. Jim Cipriotti highlights the need for professional guidance in understanding fees, diversification, and investment options. It concludes with a cautionary tale abou…

1
86. Episode - Do You Feel Like You Don't Deserve? Unleash Your True Potential by Integrating Your Shadow 17:45

2M ago17:45

17:45

In this episode of the Conscious Leadership Podcast, we explore the profound theme of Shadows and Light, diving into the hidden aspects of our psyche that influence our actions and self-worth. Through the compelling story of John, a classic Type 3 "Achiever," we learn how embracing and integrating our shadows can lead to personal transformation and…

1
Defining 'Rich' 26:37

2M ago26:37

26:37

The Biden administration's proposed new taxes on the wealthiest Americans and the potential impact on tax planning. Jim explores the historical trend of new tax rates trickling down to lower income levels and the need for effective tax planning. The conversation also touches on the definition of 'rich' and the limited number of billionaires in the …

1
172: The Future of Freelancing: Building a Sustainable Company in the Creative Space 33:56

2M ago33:56

33:56

In this week's edition of the AmiSights Podcast, we talk to Bradley Baer, founder and CEO of Crafted Action, an innovation consultancy that enables organizations to create impactful and seamless visitor experiences, both onsite and online. He began his career as an architect but soon realized his business acumen, which led him to become an entrepre…

1
The Struggles of Bond Funds 27:24

2M ago27:24

27:24

Jim addresses the reasons individuals might switch financial advisors, such as insufficient comprehensive financial advice and inadequate communication. He also sheds light on the challenges faced by bond funds and the potential advantages of annuities. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturd…

1
Strategies to Minimize or Avoid RMDs 27:12

3M ago27:12

27:12

Jim Ciprioti discusses required minimum distributions (RMDs) and strategies to minimize the amount or avoid taking RMDs altogether. He also discusses the rules for RMDs from IRAs and inherited IRAs, highlighting the different options and timelines. Jim emphasizes the importance of tax planning and offers a complimentary financial plan to help indiv…

1
How to Find the Right College with Stephen Friedfeld, Ph.D (Ep. 16) 39:38

3M ago39:38

39:38

Navigating the process of college applications and admissions can be a daunting process and a source of a lot of stress for students and parents alike. Host Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined this week by Stephen Friedfeld, co-founder and COO of AcceptU, to explore ways to find the perfect college fit for your child and gi…

1
85. Episode - Unlock Your Limitations with Limitless Mind, Emotions & Vibration. Self-worth 8:12

3M ago8:12

8:12

In this episode of my podcast we talk about the Limitless Mind, I dive into the powerful topic of unlocking your limitations and importance of building self-worth and self-trust. Through inspiring stories of some of my clients who transformed their lives by shifting their beliefs, emotional states and vibration in the body, I illustrate the importa…

1
171: Unlock Business Success by Prioritizing Yourself 29:41

3M ago29:41

29:41

In this week's edition of the AmiSights Podcast, we talk to health and performance coach Danny Martoe, owner of Agent of Change, which empowers individuals and organizations to reach new heights of personal and professional success. He explains how changing your health habits can change your business. “What happens with a lot of successful men and …

1
The Risks of Picking Individual Stocks 26:35

3M ago26:35

26:35

Jim Ciprioti discusses the importance of diversification in retirement planning and the risks of picking individual stocks. He highlights the volatility of the market and the potential for investments to lose value. Ciprioti also emphasizes the benefits of annuities and the need for guaranteed income in retirement. He advises listeners to review th…

1
170: Leadership Redefined: Employees as Owners with ESOP 26:57

3M ago26:57

26:57

In this week's edition of the AmiSights Podcast, we talk to Deanna Walker, CEO of Venturity, a professional services firm that helps small and medium-sized companies with all aspects of their back office accounting and finance needs. She explains how, in 2012, the company made a purposeful effort to invest in its culture. “That's really where Small…

1
Do the math before paying off debts 25:22

3M ago25:22

25:22

How do you define financial independence and how to achieve it? Jim Cipriotti highlights the importance of considering tax implications when making financial decisions, such as paying off a mortgage. The conversation emphasizes the need for comprehensive retirement planning, including evaluating income sources, estimating expenses, and considering …

1
Empowering Women: The Financial Literacy Movement That Changes Lives with Danielle Piskadlo (Ep. 15) 25:23

3M ago25:23

25:23

Empowering women financially can transform entire communities, and the numbers prove it! This week on Wealth Beyond Riches, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, sits down with Danielle Piskadlo, Executive Director at Women’s Money Matters, to explore the vital role of financial empowerment for women and the community impact of their …

1
The Dilemma of 401k Millionaires 25:56

3M ago25:56

25:56

The rise in 401k millionaires brings a common dilemma: whether to keep investing in the stock market or transfer profits to less volatile investments. Jim narrates a story of a couple worried about their retirement funds who managed to get a better payout rate with an annuity. Additionally, the significance of managing budgets and expenditures duri…

1
The clock is ticking on the so-called Trump tax cuts 22:54

3M ago22:54

22:54

Jim Cipriotti discusses the impending expiration of the Trump tax cuts and its potential effects on retirement planning. He highlights the significance of accounting for taxes in retirement strategies and examines the advantages of Roth IRAs and Roth 401(k)s. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every …

1
169: Trust Your Gut: The Crucial Role of Field Reporting and Accounting 41:13

3M ago41:13

41:13

In this week's edition of the AmiSights Podcast, we talk to Verne Harnish, owner and CEO of Scaling Up, a global executive education and coaching company with over 260 partners on six continents. Verne discusses the vital importance of field reporting and accounting in business operations. “We were given speech a 100,000 years ago. We were only giv…

1
The Dangers of Market Timing 27:45

3M ago27:45

27:45

The dangers of market timing and the importance of preparing for potential reductions in Social Security benefits. Jim Cipriotti emphasizes the negative impact of trying to time the market, and the need for proactive planning and suggests exploring other sources of income to supplement potential reductions in Social Security benefits. Catch Freedom…

1
84. Episode - Leading with Heart: Steve Edgar on Conscious Leadership and Building Engaging Teams Post-COVID 40:20

3M ago40:20

40:20

In this episode, I sit down with Steve Edgar, the General Manager of Coolangatta Surf Club, and a dedicated advocate for conscious leadership, wellbeing, and fostering a great culture. Steve, known for his exceptional support of the community and his team, shares his journey and the strategies that have led to remarkable results both personally and…

1
Empowering Lives One Paw at a Time: The Inspiring Journey of NEADS with Cathy Zemaitis (Ep. 14) 32:33

4M ago32:33

32:33

How are service dogs trained to transform lives while staying loyal to their mission? In this episode of Wealth Beyond Riches, host Abbey Henderson, CFP® sits down with Cathy Zemaitis, Chief Development and Programs Officer at NEADS, to dive into the incredible work and impact of this world-class service dog nonprofit. Discover how NEADS supports i…

1
168: From Aspiring to Inspiring: Unveiling Thought Leadership Secrets 29:29

4M ago29:29

29:29

In this week's edition of the AmiSights Podcast, we talk to Peter Winick, founder and CEO of Thought Leadership Leverage, a company that helps thought leaders, authors, consultants, and speakers monetize and scale their content and products. Despite their backgrounds or professions, thought leaders all have several traits in common. “The problem wi…

1
Finding a middle ground for retirement saving 28:57

4M ago28:57

28:57

The current state of the stock market, its potential impact on retirement savings, and the implications of recent stock sales by notable individuals. Jim Cipriotti will also discuss the possibility of a market crash, the advantages of Roth IRAs, and the importance of effective tax planning for retirement. Catch Freedom To Retire with Jim Cipriotti,…

1
Some insight about annuities and your financial future 23:57

4M ago23:57

23:57

The fear of depleting funds during retirement ranks as the top concern, with annuities playing a potential role in mitigating this issue. Jim Cipriotti also touches on the unfavorable views of annuities held by stockbrokers and the enhancements in annuity features and fees over time. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Rea…

Podcasts Worth a Listen

Transition Advisor Group Podcasts

Podcasts Worth a Listen

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