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Podcast by SHJ Wealth Advisors
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Every day we have the opportunity to make better decisions around our money and our life. My goal is to help you do just that. Whether your goal is financial freedom, retiring early, or becoming a more successful investor, tune in each week. Each episode is 15 minutes or less and can make a significant difference to your future wealth. Brian D. Muller, AAMS® BFA™ Founder, Wealth Advisor Momentous Wealth Advisors www.momentouswealthadvisors.com #financialeducation #investingtips #financialind ...
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Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Com base numa visão holística de Gestão de Património, a Future Proof é uma plataforma de serviços de investimento orientada para o Aconselhamento Financeiro e Gestão de Risco. Este podcast é apenas para fins informativos. Quer saber mais sobre o mundo dos investimentos? Visite-nos em https://futureproof.pt/.
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Money can buy comfort, but it can’t buy meaning. Hosted by Shannon and Ryan Warwick, Worth Beyond Wealth is a podcast for successful individuals and families who know that true fulfillment doesn’t come from net worth alone. Each episode dives into the emotional, relational, and generational layers of wealth—asking deeper questions about identity, purpose, connection, and legacy. Whether you’ve built your fortune or are guiding others on that path, this show helps you navigate the complexitie ...
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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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. WHZ Strategic Wealth Advisors is an independen ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Behind every thriving business is a woman with a story. One of courage, conviction, and creativity. Women & The Businesses They Own is where seasoned wealth advisor Shari K. Hooper sits down with women entrepreneurs who are building businesses that reflect their values, vision, and voice. With nearly 35 years in the financial industry, Shari brings her expertise in wealth management and her passion for empowering women to every conversation. Each episode uncovers how these women turned chall ...
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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging enviro ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise. Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to ...
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Welcome to The American Capitalist Show. I’m Rob Luna I spent years as a Forbes Top ranked Wealth Advisor, and have guided celebrity clients, athletes, and elite entrepreneurs for decades to financial freedom. In 2020 I sold my wealth-management firm I started out of my bedroom for life-changing money to a publicly traded company. I have literally gone from poverty to multimillionaire using the exact tactics I’m going to teach you on this channel. No shortcuts. No gimmicks. Just real strateg ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. Remember to ask y ...
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Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast Video Podcasts of this episode are found on our YouTube Channel: PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors Email: [email protected] Contact: Kevin Sullivan NY Office: 716-970-4448 ME: Office: 207-660-6637 Securities and advisory services offered through LPL Financial, ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
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What if wealth were never just about accumulation… But what goes unspoken across generations? Elysium: The Journey of Wealth & Legacy is a cinematic podcast that blends hidden money dynamics, soul-coded storytelling, and the evolving architecture of financial power. Hosted by Cassie Kang, Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Cinematic Guide for the Legacy Journey, Elysium bridges real stories, financial transitions, and the profound truths be ...
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The Wealth Marketing Podcast (The Wealth Horizon Podcast) examines the trends, marketing practices and growth approaches shaping wealth management firms today. Hosted by Rosemary Denney, founder and CEO of Wealth Matters Consulting, the show features guest conversations and examples from the field that help financial advisors, RIAs and family offices strengthen client relationships and talk about their work without overcomplicating it. As advisor marketing and online presence continue to inf ...
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice. I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
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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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The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
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The Wealth Development Studio invites you to get confident about your financial situation. Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like div ...
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, health and happiness. If you are looking for a new low-fee wealth manager, please touch base at: www.arcvest.com
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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Make The Dough Rise is your guide to building, protecting, and enjoying the wealth you’ve worked so hard to create. Hosted by Brian Doe, CFP®, the show breaks down financial planning in a way that’s approachable, practical, and refreshingly jargon-free. Ok, maybe there's a little bit of jargon, but we'll make sure you understand it as we go. Whether you’re planning for retirement, navigating investments, or simply looking for smarter ways to make your money “rise,” Brian brings clarity to th ...
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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
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Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves. I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from how million-dollar producers got to where they are today, how to grow your book sustainably, the best ...
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Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
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"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, thi ...
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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The Cash Rich Exit Podcast
Colleen O'Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
5100
Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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Inside the Economy: AI Trade, Inflation, Wages, and the Jobs Market
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This week on Inside the Economy, we dive into stock performance and take a closer look under the hood at AI, inflation, wages, and the U.S. job market. The “Magnificent Seven” stocks of the S&P 500 have been primary drivers of the market over the past few years. Is the index beginning to broaden now? What has led to Google’s success this year? We a…
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#234 | How to Build Smarter Financial Plans for 2026 in Canada Without Overpaying Taxes - Financial Literacy, Financial Advisors & Wealth
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Are you ready to make your financial plans for 2026—but worried about missing key tax and contribution rules in Canada? Understanding tax brackets, RSP, and TFSA contribution limits can dramatically affect how much you keep and grow next year. Whether you’re a high earner or just starting to save, knowing the numbers now sets you up for success. In…
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LinkedIn for Advisors: How to Build Credibility, Consistency and Real ROI
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LinkedIn is frequently under-utilized by advisors, often seen as a static resume rather than a tool for consistent communication. In this episode of The Wealth Marketing Podcast, Rosemary Denney is joined by Lyndsi Edgar, CEO of eLuminate Marketing, to discuss how advisors can use the platform with more intention and less friction. The conversation…
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Risky Business: Life, Marketing, and Money Moves - Digging In - Rooted Wealth Advisors
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In this episode of Digging In, host John Savarino sits down with Jacqueline Walter, Rooted’s Director of Marketing, to explore how we balance risk in both life and finances. They unpack how personal risk tolerance shapes the everyday decisions we make—from choosing bold moves in careers and relationships to how we save and spend for retirement. Jac…
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The Money Blind Spot Even Wealth Advisors Miss
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What happens to your spouse if something happens to you tomorrow? Wealth advisor Ryan Warwick thought he had it covered. Then his wife Shannon said, "I'd be drowning in the middle of the ocean with no life raft." Ryan and Shannon get vulnerable about the dangerous myth of the "financial protector" and how even intentional couples can leave each oth…
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Wealth Managers vs. Pool Guys: A Conversation with Matt Shechtman from Long Angle
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Most firms say they serve high net worth clients. Very few actually understand them. As more firms push upmarket toward $50M-plus relationships, a real opportunity is opening for advisors who take the high net worth segment seriously and listen closely to what these clients actually value. In this episode of Visionary Advisor, Alex Kirby talks with…
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Roth Conversions — A Year-End Strategy Most Advisors Miss
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions. Rob explains how small conversions d…
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The 2025 Market Rundown: Risks, Returns & What Comes Next
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Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Ryan, Ron, and Nick sit down for their quarterly market conversation, breaking down where things stand, what’s driving today’s headlines, and how investors should be thinking about the years ahead. Instead of predictions or hype, th…
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Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265
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Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools. Tog…
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10x Your Business Selling to ESOP | John Lesnik | Full Episode
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What happens when a founder has the ultimate leverage... but chooses differently? In this rare, unfiltered story from Charting Opportunities, founder John Lesnik of Lending Science DM shares his journey of building a 10X value business that caught the attention of top-tier Private Equity firms. He was weeks away from cashing a massive check when he…
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EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introducti…
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Asset Protection Essentials for Physicians with Attorney Bo Loeffler
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Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conversation begins with an overview of risk for physicians, from malpractice and employee claims to real estate liability and auto acc…
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The Missing Piece in Youth Sports: Turning Parents into Allies with Ilya Podolskiy
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That stigma around parents in youth sports? It's an unfortunate part of the culture, but Coach Ilya Podolskiy is taking a different approach and bringing families into the process. In this episode, you'll hear how he turns parents into allies and creates a culture where kids build resilience while still having fun. Our conversation highlights how i…
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How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company
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Stay firm on the non-negotiables, defend your people, and make your family proud. In this episode, Host Jordan Rodriguez interviews Ivy Zelman, the Co-Founder of Zelman and now the Executive Vice President of Research & Securities at Zelman - A Walker & Dunlop Company. Ivy has been widely known and respected for her bold thinking and accurate asses…
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Which would make you the happiest? Saving money or spending money?
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In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.By Grant Dorhout
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Eric Leeper: Why Compensation Structure Is Vital to M&A Success
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Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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The Gift That Gives Twice — Turning Generosity into Legacy
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Many families want their wealth to do more than just transfer dollars, they want it to reflect their values. In this episode, Rob explores how generosity and legacy planning don’t have to compete with each other. You’ll hear how charitab…
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3 Steps to Student Loan Success in 2026 | Episode 43
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For physicians, student loans aren’t just math—they’re emotional. They shape decisions about jobs, families, burnout, and freedom. In this masterclass episode, James Nutter pulls back the curtain on the confusion surrounding physician student debt and explains why so many doctors feel stuck, anxious, or ashamed about a system they were never equipp…
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2026 AI Boom or Economic Crash?! | Episode #14
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2026 will be the year that makes people rich… and wipes others out. Some will position themselves early and build generational wealth. Others will be standing in the unemployment line wondering what happened. In this episode, I break down exactly what’s coming in 2026. The real risks, the massive opportunities, and what you must do now to survive a…
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The Best Clips You Missed — Year-End Roundup
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Too much on your plate to catch every episode this year? No problem. This holiday-themed compilation episode of What Dewey Do? brings together three of the year’s most talked-about moments. In Season 6 Episode 8 (Ep 130), highlights from covering how to think like a business owner, how to identify your millionaire mindset, and how to manage financi…
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Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
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Key Takeaways What is Adam’s favorite home-cooked meal or recipe? Adam’s professional background and more on the multi-asset group he leads at Janus Henderson As Adam steps back, and looks forward to 2026, what does he see as the most important macro drivers investors should be focused on right now? As Adam thinks about the Fed’s policy path going …
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How to Retire Early: Key Milestones and Strategies for Success
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Can you retire at 55 with 1 million dollars? Learn the 4-6% flexible withdrawal strategy that challenges Morningstar's conservative 3.7% rule and could help you retire 3-5 years earlier. Discover how successful early retirees use the Flexible 20s Formula to calculate their freedom number and implement guardrail strategies that deliver 7-13% higher …
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Episode 16 – Kim Voss: Designing Spaces While Raising a Family & Building a Business
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In this episode of Women & the Businesses They Own, I sit down with Kim Voss, founder of HomeWorks Interiors., an interior design firm serving both homes and businesses across Michigan. Kim shares her journey of building a design business from the ground up while raising four children (including twins), running a storefront in Traverse City, and co…
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🎙️ Episode 10: After Empire: The Rise of the Individual State
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What happens to wealth, legacy, and identity when the systems we once trusted no longer behave the way they used to? We are living through the end of an era, not marked by a single collapse, but by a slow unraveling of trust in institutions, markets, and guarantees that once felt permanent. In the Season 2 finale of Elysium, After Empire: The Rise …
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Accessing Venture Capital Like a Pro | AWM Insights #232
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down how to approach venture capital with an institutional mindset. They explore the necessity of true diversification, the power law behind outlier returns, and the importance of gaining exposure to innovation hubs rather than chasing the l…
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Doug Messina: Be Yourself and Connect With Clients | Next Gen
23:53
23:53
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The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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The Dangers of Stock Picking: How Pride Costs Your Wealth
9:56
9:56
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Why 97% of Investors Lose Money Picking Stocks (The Data Will Shock You) The average investor underperformed the S&P 500 by 8.48% in 2024—and over 30 years, this gap costs investors $864,138 on a $100,000 investment. If you're picking individual stocks, you're likely making the same costly mistakes. In this episode, I break down the DALBAR study sh…
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How to Ask Better Questions About Retirement
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17:56
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement. In thi…
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#233 | How to Improve Your Decision Making So Every Choice Becomes an Impactful Decision - Financial Literacy, Financial Advisors & Wealth
26:24
26:24
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Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high? In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing from healthcare, entrepreneurship, and leadership under pressure, this conversation reveals why clari…
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How to Recession-Proof Your Financial Life Before It’s Too Late
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Markets may look strong, but uncertainty often builds quietly beneath the surface. In this episode, Rob talks through how to prepare for a potential recession without panic or drastic moves. He focuses on practical steps, so you’re not c…
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The Financial Side of Being a Female Professional Athlete with Kristen Hamilton
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Ready to take your wealth strategy to the next level?👉 Request an Introduction: https://calendly.com/hdqwealth/intro?month=2025-05 The financial reality of being a professional athlete, especially in women’s sports, is changing fast. In Part 2 of this conversation with Kristen Hamilton, she shares hard-earned lessons about budgeting, discipline, an…
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2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2025, the lessons every investor should take into the new year, and why discipline and diversification mattered more than ever. Don…
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Good Money Revolution: Turn Your Income Into Impact with Derrick Kinney
36:32
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What's better than making money? Turning it into something meaningful. In this episode, Derrick Kinney, author of Good Money Revolution, explains how to do exactly that. We talk about what he calls "generosity purpose" and how it can help reduce burnout, make your work feel more fulfilling, and even fuel business growth. He also shares what he's le…
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How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American
1:03:42
1:03:42
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Build relationships with people across multiple industries. In this episode, Host Jordan Rodriguez kicks off Season 2 by interviewing returning guest Kevin Joseph, now the Owner, President, and CEO of Apollo American. Kevin acquired the world class aerospace and defense manufacturer in May 2025 after spending 8 years at Weber Wood Medinger (WWM), w…
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Understanding Mutual Funds vs ETFs & AI Bubble Thoughts
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23:19
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In this conversation, Erik Cooper and Chad Fargason delve into the differences between mutual funds and ETFs, discussing their management styles, costs, and performance. https://subscribe.arcvest.com/ They emphasize the advantages of low-cost index funds over actively managed mutual funds, highlighting the long-term underperformance of the latter. …
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The Hidden Costs of Dave Ramsey's Investment Network
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In this conversation, Erik Cooper and Chad Fargason explore the implications of following Dave Ramsey's investment advice, particularly focusing on the mystery shopping experience with his advisor network. https://subscribe.arcvest.com/ They discuss the drawbacks of load mutual funds, the impact of high fees on investment returns, and alternative s…
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Targeting Opportunities in Essential Housing Investments
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22:30
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Real estate has quietly endured one of its most challenging periods in decades, and Clay Grubb, CEO of Grubb Properties, isn’t sugarcoating it. In this candid conversation, Clay and Megan unpack how rising interest rates, soaring construction costs, and frozen capital markets have reshaped real estate investing even as housing demand continues to g…
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Mary Ann Bartels: Tech and International Stocks to Rise in 2026
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53:19
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Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Could passive income be the answer to achieving a successful retirement?
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In this episode, Grant and Bill discuss passive income, where does Healthcare coverage rate on your list of top priorities, and the world's top retirement destination.By Grant Dorhout
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EP 336 Why you Won't Sell Until you're Personally Ready
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39:35
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"Too Much Money Chasing Too Few Good Businesses" - Candid Insights from M&A Veteran Chad Morissette This episode dives deep into what actually drives a successful business sale - from the emotional readiness of the founder, to internal due diligence, to navigating PE firms and family offices. Key Highlights Chad's journey from tech entrepreneur to …
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The New Money Playbook: How NIL Is Changing Financial Futures for Student Athletes
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The world of college athletics has entered a new era. With Name, Image, and Likeness (NIL) now in play, student athletes are gaining access to real income opportunities earlier than ever, often before they even step onto a college campus. But with these new possibilities come major responsibilities around money, contracts, and long-term planning. I…
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#232 | How To Adjust Your Financial Planning for Higher Investment Risk When Stock Market Valuations Are Extreme - Financial Literacy, Financial Advisors & Wealth
4:12
4:12
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Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk? Many investors assume that strong past returns mean strong future returns. But history shows that when stock market valuations rise, investment risk quietly increases and expected returns often fall. If your finan…
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Mentorship and Success: Veronica Karas on Building a Legacy
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Keywords financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance Summary In this episode of the High Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTru…
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Breaking Free From the System: How Physicians Can Take Back Control of Their Lives with Donovan Miske | Episode 42
1:03:25
1:03:25
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Medicine wasn’t supposed to feel like this. In this wide‑ranging conversation, James and Donovan pull back the curtain on why so many physicians feel trapped—overtrained professionals reduced to overworked note‑takers, buried under administrative chaos and shrinking margins. Donovan explains how the modern healthcare system has shifted power away f…
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Building Wealth Together: Strategies for Couples with Opposing Risk Tolerances
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Takeaways: When partners exhibit disparate risk tolerances, it is essential to establish an investment strategy that accommodates both individuals to avoid marital discord. It is a common misconception among couples that a singular investment portfolio will suffice for both parties, yet such an approach often leads to dissatisfaction. Implementing …
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer is joined by Portfolio Manager Mena Hanna to unpack the realities of investing in venture capital. Together, they break down common mistakes, reveal surprising data on early-stage company success rates, and outline what it takes to build a winning, institution-grade VC strategy. …
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Send us a text In this episode, on Planning Your Financial Future we break down where interest rates stand heading into year-end, why diversification still drives long-term success, and the practical tax strategies Canadians should act on before December 31. We explore RRSP/RRIF planning, TFSA usage, RESP contributions, capital gains decisions, and…
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🎙️ Episode 9: The Collapse Inside the Collapse
37:18
37:18
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What happens when the system doesn’t crash all at once, but quietly stops working where you need it most? Most people imagine collapse as dramatic and obvious, a sudden market crash, a banking failure, a political rupture. But what we’re living through now is different. In The Collapse Inside the Collapse, we explore the quieter breakdown happening…
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Avoid The Costly Estate Mistake That Erases Your Step-Up In Basis (118)
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We break down a costly estate planning mistake that can cost you six-figures with the IRS! A simple change in timing preserves the step-up in basis. A real client story and a simple change that can preserve your gift. • The risk of gifting appreciated real estate • What's the step-up in basis? • Probate, good or bad? • Simplify gifting • When and h…
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