Gordon Asset Management public
[search 0]

Download the App!

show episodes
 
Welcome to the Gordon Asset Management Podcast, a show for savers, investors and entrepreneurs. Helping you to stay informed, invest wisely, and achieve the unimaginable. Join the team at Gordon Asset Management, LLC as they discuss the most important stories on the economy & markets for business owners and investors. Please visit WealthQB.com for more information about our firm.*Disclosures* Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podca ...
 
Ever wonder if you could transform your experience into income while making a positive impact on the world? Experts Unleashed proves it’s not only possible— it’s certifiably profitable. Join host Joel Erway as he picks the brains of professionals and entrepreneurs who’ve successfully built 6 and 7-figure businesses using their arsenal of knowledge, experience, and talent.
 
Loading …
show series
 
The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy …
 
Podcasting has easily become one of my favorite ways to connect with my audience. I’ve done these podcasts for 4 years, with absolutely no strategic plan. Now, I’m looking for new ways to systemize and strategize. Luckily, I was able to bring in two experts in the field of podcast-based content production to talk about the power of podcasting. Crea…
 
Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.comBy Gordon Asset Management, LLC
 
The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the bu…
 
I have never posted a podcast episode on both Sold With Webinars and Experts Unleashed, but having Mike Dillard as my guest I knew that this is a conversation that will be golden for both of my audiences. Mike is a master of creating passive investments into passive incomes. And the backstory of how he came to be where he is now is a strong one, so…
 
The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potentia…
 
The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more informa…
 
Let me hit you with the truth — there is no “easy” button when it comes to scaling your business. You have to do the work to get value. Competitor pressures are not gonna go away, so it’s up to you to strengthen yourself against them. And how do you do that? You build a solid foundation that will allow you to become immune to all the changes and sh…
 
The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well…
 
The Gordon Asset Management Podcast welcomes Megan Fielding to the show. Megan is Senior Director of Responsible Investing for TIAA/Nuveen. On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors. For more information about Megan or TIAA/N…
 
Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate. James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards". James is also founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast, we discuss the wild action this week in 'm…
 
The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show. Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team. TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020). On the podcast Steve and Kyle lay out the philosophy behind th…
 
Why do smart people do dumb things? If you consider yourself a perfectionist, you’ve likely set high expectations for yourself. And if you don’t achieve those goals, do you allow yourself permission to violate other promises? Enter: Dr. Trevor Kashey. Completing his PhD in Biochemistry at 21 years old, Dr. Kashey was the youngest biochemistry recip…
 
The Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more inf…
 
Ian Bentley never planned on being an ad guru...the goal was to be a rockstar. Somewhere along the way, he taught himself how to master digital marketing, and built the largest privately-held lead gen business in the automotive industry. His pay-per-performance strategy flips the traditional agency business model on its head. At its peak, he was ab…
 
The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show. On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability. For more information about Capital …
 
The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.…
 
Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping. With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was …
 
Join Todd Zempel, Joe Gordon, and JT Stilley for a special guest interview from the 'Father of the 401(k)' Ted Benna. Ted is credited as the first benefits practitioner to deconstruct the tax code to imagine and implement the first 401(k) plan. Tune in for a brief history of the 401(k) and a discussion about its future direction. For more info on T…
 
When I say the word “Mastermind” what comes to mind? There are super high-end masterminds, masterminds that aren’t really masterminds, free masterminds, and everything in between. I’ve been thinking about this a lot as I try to determine where I want my business to grow next. And so, my guest today is a totally selfish invite. This conversation is …
 
Joe Gordon and Todd Zempel welcome James Abate to the show to discuss his views on the market, potential investment opportunities on the horizon, and James' philosophy on managing money. James A. Abate, MBA, CPA, CFA, is the Chief Investment Officer of Centre Asset Management, LLC, and the portfolio manager of the firm's American Select Equity and …
 
Cole Gordon went from running his own marketing agency and then shutting it down… To becoming a high-ticket sales rep and quitting that… To starting his own sales coaching business and then pivoting to sales recruitment and training. Now, his company Closers To Leaders does $6 million/year in revenue. He’s my guest today for this episode of Experts…
 
After a certain point, every growing company faces diminishing returns. Increasing your marketing budget, boosting conversions, or hiring more staff stops working as well as it once did. In fact, continuing to grow the way you used to only makes your company more and more efficient. And what if you’re like me – a solopreneur who enjoys the lifestyl…
 
Could you survive a major life setback? How about 3 or more? What if you LOST IT ALL and had to start over not once, not twice, but 4 times? Would you be able to get it all back? Would you still find a way to be successful? My guest this episode is a testament to the power of resilience. Robb Quinn is a former champion powerlifter and personal trai…
 
Coming from the “internet marketing” world, I don’t interview many entrepreneurs who sell physical products. Maneesh Sethi is the founder and CEO of Pavlok, a wearable technology that helps people break bad habits and create good habits. Maneesh and I have been friends for a while. And the path of entrepreneurship he chose is fascinating. That’s wh…
 
I’ve been binging on leadership education recently. Books, podcasts, vlogs, anything I can get my hands on. One thing I’ve been wondering is why there are so many former Navy SEALS who go into entrepreneurship? Mark Divine, Jocko Willink, David Goggins, and more. Well, in this episode of Experts Unleashed, I got to ask another former Navy SEAL this…
 
"Being a high gas mileage human sucks!" - Dr. Kashey Health, Wealth, Diet, Exercise - is our topic for today. What you will quickly realize is that Dr. Kashey is one of the smartest people you will meet; he has a knack for taking the complex into simple, understandable terms. You will thoroughly enjoy this interview - Dr. Kashey is not only enterta…
 
"The basis of overdeliver in marketing is that you want to give the customer more than they ever would have expected. You want to overdeliver on their expectations..." - Brian Kurtz Today we have a legendary guest! We are going to be talking about his new book, Overdeliver. You know my background, I come from the world of direct response marketing …
 
A strategic partnership or relationship is two people or two companies combining resources so that together they can accomplish far more than they could alone. - Kevin Today we are going to be speaking on a topic that is unique and can affect us all regardless of the niche you serve or the industry you are in. We are going to talk about Strategic P…
 
People are in the "now" business, but one of the things they don't do is apply the things that we do in successful business to our health. You need to find the leaks and improve it...[not unlike your health]. - Dr. Anthony G. Beck Today is all about health and knowledge! I have been working with Dr. Anthony G. Beck and I am excited to have him on t…
 
You do have a great story... it may not feel great yet...and I can tell you that some of the most compelling stories are the ones that are the most simple ones. Be confident that the stories that really moved you are enough. - Lisa Today is an important episode because we are going to be discussing the power of story telling. Lisa Bloom, founder of…
 
Today we have Ian Garlic with us! Ian is one of the country's go-to experts in video marketing and storytelling. He is the best selling author of three marketing books and has recorded 250 episodes of the Garlic Marketing Show. Created over 10 marketing courses and produce more than 2000 videos for his clients. Ian founded his business on the idea …
 
"Verbal communication is the least effective form of persuasion... The most effective way to inspire action...is to have them vicariously live out the experience." - Ali Ali Mirza is from Rose Garden Consulting and consistently closes $50,000-$100,000 + deals. Rose Garden Consulting helps companies scale their sales team. In this Episode: How Rose …
 
Dr. Pele: You have to have a story...something that you have struggled through and achieved success for, but is also the story that a client can put themselves in and can make themselves the "hero" in... then you have a match. Welcome to another episode! Today we are talking about all things BIG Ticket Clients. Dr. Pele is a strong believer in stor…
 
To me, "branding" is two things: identity and perception. It's about who you are or who your business is.... think of your business as a living entity... and how your audience perceives it. These two things have to match. - Des Referred to as “The Branding Queen”, Desislava Dobreva is an award-winning Brand Strategist, TEDx speaker and published au…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login