For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Life Insurance Link Up is a bi-monthly podcast focused on helping grow advisor's insurance business by providing insight and advice on marketing and selling life insurance. The Life Insurance Link Up podcast is brought to you by TBA (Tennessee Brokerage Agency), who has been in the life insurance business since 1959. This is a podcast for advisors by advisors. For more information on TBA: https://www.tba.com/ For quick and easy access to sales tools: https://www.tba.com/sales-tools/
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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A podcast made to help financial advisors make the most of their client’s charitable giving.
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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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If you want to hear real, relatable stories about the challenges & joys, dilemmas & successes behind and inherent in philanthropy, this podcast is for you. No jargon, no frills – just honest conversations with and about people who are working to make a difference in the world. Join Philanthropy Advisor Stefanie Borsari and the Giving Voices listening community for geek-out sessions with philanthropists, donors, board members of private foundations, and their advisors. And if you have a story ...
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near reti ...
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Generosity and innovation are fueling exponential progress in addressing the most complex and intractable problems we face today. Growing at a commensurate pace is the drive to increase the efficiency and effectiveness of donors, the advisors who support them and nonprofits in creating the impact they envision. Giving with Impact is a podcast created by Schwab Charitable and Stanford Social Innovation Review to engage the philanthropic sector in an ongoing discussion around maximizing charit ...
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Financial Issues Week in Review is a weekly program, focusing on financial stewardship. Every Saturday morning from 10-11 a.m. CT. Financial advisor, Shana Burt, speaks to thousands of listeners who are seeking to honor God with their finances. Having been mentored by Dan Celia, Founder of Financial Issues Stewardship Ministries, Shana has taken up the torch to educate listeners about the economy, markets, and investments from a biblical perspective. Financial Issues Stewardship Ministries p ...
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Welcome to Success Unlimited™ Podcast! We are your hosts, Tim and Tom, a father and son duo. We delve into the topics of success and failures. We interview thought leaders and industry titans. We document the lessons learned through success and more importantly, failure. Failure is where the lessons of life are learned. Our mission is to help you overcome your failures, see hope in the future, and give you the lessons learned by the 1%. Here are some questions that our podcast may answer: Wh ...
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Jonathan Tillger worked his way up from the bottom to own one of the largest Mortgage Brokerages in Canada, and now works as a capital markets advisor on Billion dollar plus deals. Geoff Edie has a background in sales, marketing, and even the film business. A small town boy with humble beginnings, he's graduated to working with Investment Banks, Hedge Funds, Family Offices and a whole bunch of other institutional investors.Together the two offer a unique and offbeat approach to understanding ...
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The Sage Money Conversations podcast is telling and candid. In this expose on life and wealth, Barbara Norman, CFP® shares three decades of stories that uncover common financial mistakes and the emotional vulnerabilities of money. Gain wisdom from the experiences and creativity of others who are on a path to financial security. Her weekly chats include life-empowerment experts, professional advisors, CPAs, family law/estate planning attorneys, and more.
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With the intent of creating space for thoughtful conversations, Meditations with Ryan Zlomek is a show dedicated to providing a platform for interesting people to tell their stories. Ryan sits down with entrepreneurs, hobbyists, creatives, historians, foodies, specialists, and everyone in between to give them a chance to share their narratives with the world. It’s amazing what we can learn when we take a moment to listen. Check back regularly for interviews and a few fun surprises along the ...
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Welcome to EO Radio Show, Your Nonprofit Legal Resource, brought to you by the Exempt Organizations Group at Farella Braun + Martel. My name is Cynthia Rowland. I’m a business and tax partner at Farella with more than 30 years of experience advising clients on non-profit and charity law. I help philanthropists, including private individuals as well as for-profit and nonprofit organizations, who wish to make the world a better place. Through this podcast, our lawyers and guests will discuss a ...
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When talking to your clients about long-term care are you focusing too much on the technical aspects of your client’s LTC options, instead of how it serves them? Kevin Riley, Regional Director at OneAmerica, has been helping advisors focus on what’s important to clients when it comes to access and control. This episode covers the following: Clients…
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For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth!
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In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…
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Transforming Cities Through Public Art with Sign Painter and Illustrator Cayetano Valenzuela
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Ryan sits down with artist Cayetano Valenzuela, known around the world for his imaginative paintings and illustration that have been shown in galleries from New York to Puerto Rico. In Syracuse, NY, he has put his stamp on the city with two famous murals: “We Are The Mighty Salt City” off of Fireman’s Park and “And I Still Rise” on Syracuse’s West …
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Is There Really a Charitable Giving Strategy With No Downside?
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Many people who are at Required Minimum Distribution age find themselves wanting to give some of that distribution to charity. They don't need the money to live on, and they'd like to help out their favorite organizations or causes in any way they can. A standard way to do that is to take possession of the RMD, then turn around and write a check to…
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082: Advice for Nonprofit Investment Committees From an Investment Advisor
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 82, we revisit the duties of directors in managing investment assets. Joining Cynthia Rowland today is Jennifer Nelson, Senior Wealth Manager with BNY Mellon. She offers practical advice for directors serving on the investment committee, best practices for developing an investment…
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Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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Business Solutions: Guaranteed Issue Life Insurance
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Did you know that most Americans are taking advantage of life insurance offered through their employer? There is a new guaranteed life insurance offering for business owners to offer their employees with payroll deductions. Katie Landers, Life Marketing Director with Cincinnati Life, talks about what the Worksite program is, what businesses qualify…
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We’re continuing our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Guaranteed Issue Term for Groups, we brought them back to discuss all things Key Person with Zach Gosselin: The biggest mistake financial professionals make in the market How to quantif…
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Philanthropy Matchmaker: Erinn Andrews, Founder & CEO of Give Team
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Entrepreneur Erinn Andrews, Founder & CEO of Give Team, shares her insights, research, and observations about the philanthropists we don’t usually hear about: donors giving between $10,000 - $50,000 annually (versus millions and billions every year). Her enthusiasm and passion for the social sector is abundant and is showcased in this conversation …
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How Much Money Do You Need to Retire Comfortably?
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How much money does it take for you to retire in comfort? Is it $1 million? $2 million? Far more than that? Far less? Large investment firms and many media outlets often throw out big "retirement" numbers based on small surveys they took of people who may or may not have any clue about how much money they actually need. But it's a fair question. An…
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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model
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In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…
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Inventing The Algorithm For Fun with Game Designers Andrew and Kristin Looney
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In this episode, Ryan chats it up with Andrew and Kristin Looney, the owners of the Looney Labs game company in College Park, MD. Looney Labs has been making, publishing, and distributing games since 1996. Most known for the game Fluxx, which has been made into over 40 iterations, they also have created the Pyramid gaming system and the time-travel…
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What Is Your Wealth Distribution Strategy?
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There are two distinct phases of your financial life. The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement. The first phase is usually the one th…
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081: REFRESH: Loot and Private Foundation Rules - Part 2
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, I refresh EO Radio Show episode 22, the second of our two episodes exploring private foundation rules using commentary on the comic Apple TV+ series Loot, starring Maya Rudolph. In the second of our two original episodes exploring season one of Loot, my partner Hons Yung and…
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The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?
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Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises …
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Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
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Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of m…
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Insights from Allen Mick of National Claims Advisors and Just Share Media
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In this compelling episode of the Success Unlimited Podcast, host Tom Simmons welcomes Allen Mick, the Chief Revenue Officer of National Claims Advisors and the CEO and founder of Just Share Media. With his deep roots in the storm restoration and roofing industry, Allen brings a wealth of knowledge and firsthand experience to the discussion. The co…
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Heritage: Chuck Knabusch, Trustee of Edward M. and Henrietta M. Knabusch Charitable Trusts 1 and 2
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The words “heritage,” “humble,” and “help” are on repeat as Chuck Knabusch shares stories of the founding, history, and spending down of the Edward M. and Henrietta M. Knabusch Charitable Trust established by his grandfather. The foundation was set up to last only 30 years and, at the airing of this episode, is in its final months. Bonus: Here’s a …
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5 Things You Didn't Know About Your Social Security Benefits
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Social Security is vital part of many people's retirement income. It forms the foundation of a retirement plan and helps to determine how much (if any) money an individual's portfolio will have to provide throughout their retirement. But it's also extremely complex. There's much more to it than simply turning on an income stream once you're eligibl…
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On this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies. Listen to some great ways to create the type of portfolio that will best suit different needs for different people. Then they continue their ongoing series of Holistic Happenings and what Mike and John see throu…
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080: REFRESH: Loot and Private Foundation Rules - Part 1
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, I'm happy to refresh EO Radio Show episode 21, the first of our two episodes exploring private foundation rules using the Apple TV+ series Loot, starring Maya Rudolph. Season two of Loot was released early in April 2024, and we plan to revisit the Wells Foundation and privat…
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Tuning Into Your Scary Side with Goosebumps Commercial Artist Tim Jacobus
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Ryan is joined by Tim Jacobus, the commercial artist best known for painting the original covers for the Goosebumps book series in the 1990s. His painting and airbrush techniques have graced book covers across the industry and sparked the imagination of young people at book stores, libraries, and Scholastic book fairs for decades. Tim talks about h…
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Your Pension Options: Which One May Be Best for You?
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If you have a pension, the decision of how and when to take the payments is an important one. Are you offered the choice to take the entire amount as a lump sum? If so, is that option potentially better than a stream of monthly payments? What about your other choices? For married people who want to get as much as they can now, are they sacrificing …
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Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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079: IRS Dirty Dozen Warnings on Charitable Scams
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Welcome to EO Radio Show—Your Nonprofit Legal Resource. In this episode, Cynthia Rowland highlights some tax schemes designed to exploit both taxpayers and the Treasury. The Internal Revenue Service just wrapped up the 2024 Dirty Dozen campaign with a warning to taxpayers about several schemes, many of which purport to benefit charitable purposes. …
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How to Overcome Your Single Biggest Financial Fear
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What are people's most prominent financial fears? There are many: losing a job, not saving enough for retirement, financial emergencies, and many others. But it all seems to boil down to one basic concern: Not having money available when you need it the most. This creates a lot of anxiety for people - especially for retirees, who rely on a steady s…
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078: Nonprofit Quick Tip: State Filings in Kentucky and Tennessee
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 78 is the 11th in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. With Joe Hilliard's help today, we examine the basic state filing requirements for nonprofit corporations operating in Kentucky and Tennessee. Previous episodes a…
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Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale
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Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provide…
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Sprinkling Your City In Positivity with The Ice Cream Stand owner Amanda Hughes
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Joining Ryan on today's show is Amanda Hughes, the owner of The Ice Cream Stand in Syracuse, NY's Clinton Square. Amanda opened The Ice Cream Stand in 2016 and has turned it into a staple of the downtown Syracuse experience. In this conversation, Amanda dives into the entrepreneurial history in her family, her desire to start her own business from …
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Because it’s the Right Thing To Do: LJ Borsari, Gen Z
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Much has been studied and written about Generation Z, commonly considered to encompass those born between the mid-1990s (around 1995) to the mid-2010s (around 2010 or 2012). Whether any of what has been written is true I don't know, but I do agree with previous guest Emily Goodstein's assessment that "all the wisdom in the world is held by girls." …
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Why “Blending” Your Buckets May Produce Better Results
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You may have heard that a basic Bucket Strategy® consists of a 3-, 4- or 5-Bucket plan, with each bucket separated into groups of short-term, mid-term, and long-term assets. What you may not have heard is that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome. What do we mean by “blending”…
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Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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077: California Regulation of Charitable Fundraising Platforms Part 2: Reporting Due Diligence Recordkeeping and Disclosure Rules
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. This episode covers the provisions of California’s Charitable Fundraising Platforms law (Gov. Code, § 12599.9) relevant to all covered charitable fundraisers and fundraising platforms soliciting in California. Although this is a California law, it is of nationwide interest. The California At…
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Having an Effective Conversation about LTC
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The chances are high that at some point your client will need long-term care, but having the conversation about it requires a different approach than a life insurance proposal. Kevin Riley, Regional Director at OneAmerica, has been helping advisors have effective conversations about LTC for years, and now he’s willing to share some of those secrets…
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Revolutionizing Gym Growth: Zachary Colman on Elevating Fitness Businesses
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Join us in this transformative episode of the Success Unlimited Podcast as host Tom Simmons delves into a captivating discussion with Zachary Colman, founder of Gym Mark. Zachary shares his expert insights on scaling gym businesses through stages of growth, from inception to multi-million dollar operations. This episode unpacks the strategies behin…
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Stock Market Investing in Election Year 2024
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Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here t…
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Tying Your Social Security Benefits Into Your Investment Portfolio
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When you get to retirement, your portfolio - that is, your savings - will presumably provide you with the money you need. The more guaranteed income you have from other sources (like Social Security and pensions), the less your portfolio will have to kick out to you. This is a crucial part of the financial planning process. The time when you begin …
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Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions! Planning and optimizing RMDs is an often overlooked strategy for many retirees. Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to t…
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Illuminating Success: Andre Boerschig on Lighting, Leadership, and Learning from Failure
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Join us on this enlightening episode of the Success Unlimited Podcast as host Tom Simmons sits down with Andre Boerschig, the innovative Energy Solutions Project Manager at Guarantee Electrical. Dive into a captivating discussion about the evolution of lighting technology, from pioneering the 1904 St. Louis World Fair to leading today's industrial …
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Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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From Punk Rock to Inkwells with Cartoonist Nate Powell
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Ryan is joined by Nate Powell, the National Book Award winning cartoonist known for illustrating the March trilogy in collaboration with congressman John Lewis and writer Andrew Ayden. March was released in three volumes and documents John Lewis's experience growing up and his involvement in the Civil Rights Movement of the 1960s. It's an astonishi…
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Communications for the Greater Good: Emily Goodstein, CEO/Founder of Greater Good Strategy
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Founder + CEO of Greater Good Strategy Emily Goodstein joins Giving Voices in today’s episode that centers around the theme of communication. We cover all manner of topics ranging from our mutual disappointment in the results of Exponent Philanthropy’s survey, “How Grantees Think Funders Should Improve” to whether Pinterest is still relevant, with …
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Could Value Averaging Be the Key to Surviving Market Downturns?
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It’s just a fact of investing life that the stock market is unpredictable. There will be months or years where the market exceeds expectations, and there will be other times when it underperforms and winds up below where you expected it to be – sometimes, way below. If you don’t have a strong risk management approach to investing, as years like 202…
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076: California Regulation of Charitable Fundraising Platforms - Part I Definitions
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 76, I introduce the provisions of California's Charitable Fundraising Platforms law (Gov. Code, § 12599.9). These rules are relevant to all covered charitable fundraisers and fundraising platforms that are soliciting in California, so although this is a California law, it is of na…
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Over the last couple of decades the investing landscape has changed dramatically. From the dotcom era to bitcoin, it can be tough to keep up. But one thing holds true, those who are ahead of the curve, and had some foresight, have been able to make a ton of money. But how do you know which ones will be winners? I don’t know about you, but I’m not m…
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For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In!
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In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a fin…
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What Are the Biggest Regrets that Retirees Have?
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There aren't many people who make it through their working years without having at least a few things they wish they'd done differently. And while most people can eventually come to terms with any "poor" choices they may have made, it can be very instructive to know what common regrets they have. Did they save enough? Did they work too hard? Did th…
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Disability Income is crucial for many professionals, but one industry where it isn't a hard sell because they are educated about it's importance from the beginning is any medical field. We brought in our resident DI expert - Kathryn Kinnane - to talk DI, how to best approach medical professionals, what's needed for the most accurate quotes, and how…
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Bold Roofs and Entrepreneurial Insights with Tony Flattum
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Join us for an engaging episode of our podcast as we sit down with Tony Flattum, a dynamic entrepreneur and roofing industry expert. With a passion for innovation and a bold approach to business, Tony shares his journey of founding Built Strong Exteriors, a leading roofing company known for its fearless approach to construction. In this episode, To…
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Music As A Lifestyle with Mighty Mighty Bosstones Guitarist Lawrence Katz
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It's time to turn things up to 11 as Ryan chats with Lawrence Katz, guitarist for the famed ska band The Mighty Mighty Bosstones. Lawrence joined the Bosstones in the year 2000 and has not only been their guitarist and songwriter, but he also worked behind the scenes as an audio engineer for several of their releases. In this conversation, Lawrence…
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