Best Osaic Podcasts (2024)

1
Client Meetings Part 3: Follow-Up Activities and Homework 19:31

19d ago19:31

19:31

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for af…

1
Weekly Market Impact: July 1st 36:57

2d ago36:57

36:57

This week, Phil has a special guest Matt Whitehurst, CFA Sr. Product Specialist Alliance Bernstein. They discuss the Magnificent 7 and what opportunities lie ahead for the market besides those stocks.

1
A Golden Investment 13:01

6d ago13:01

13:01

How should we view a commodity that can be purchased at the local box store along with your vegetables and meat? Yes, I’m talking about gold bars. I’m Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Jordan Hadfield, will share his perspectives.By Sharla Jessop

1
Weekly Market Impact: June 24th 24:57

9d ago24:57

24:57

This week, Phil talks about the latest inflation data coming out in the PCE, time to diversify your portfolio, and a wrap up of the European economy.

1
MONEY IN A MINUTE Oprah Money Quote 0:55

15d ago0:55

0:55

We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsec…

1
Weekly Market Impact: June 18th 20:26

16d ago20:26

20:26

This week, Phil talks a bit about the Greek economy, the latest on inflation and the federal reserve, the strength behind the S&P 500 and what might be the beginning of the bond market rally.

1
Is 6% Dead? 10:19

22d ago10:19

10:19

There’s been a shakeup in the real estate market. What could this mean for you? I’m Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Parker Thompson, will share some insights on the changes in real estate transactions.By Sharla Jessop

1
Weekly Market Impact: June 10th 26:11

23d ago26:11

26:11

This week, Phil talks about the American versus European economies, the recent narrowness of the market, and the latest information about unemployment.

1
Weekly Market Impact: June 3rd 15:53

1M ago15:53

15:53

This week, Phil talks about a moderating U.S. consumer, the latest on inflation with PCE, and elections in Mexico.

1
Client Meetings Part 2: Conducting with Purpose 21:46

1M ago21:46

21:46

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage…

1
Weekly Market Impact: May 28th 33:12

1M ago33:12

33:12

This week Phil has a special guest, John Miller, who is head and chief investment officer of the High Yield Municipal Credit team at First Eagle Investments. They will discuss the municipal bond market opportunities.

1
Importance of Family Meetings 20:45

1M ago20:45

20:45

Passing money to the next generation can be complex. Today, my guest and colleague Mikal Aune will share the challenges and opportunities of addressing wealth with your family.By Sharla Jessop

1
Weekly Market Impact: May 20th 27:06

1M ago27:06

27:06

This week Phil goes over the latest data on inflation, current market valuations, and the top three things to be concerned about when it comes to markets.

1
How Do Rising Interest Rates Impact Me? 21:50

2M ago21:50

21:50

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU.Feat Mary Sterk & Kelsey Bankey#federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy …

1
Client Meetings Part I: Review, Preparation & Execution of the Meeting 21:19

2M ago21:19

21:19

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag g…

1
Weekly Market Impact: May 13th 21:09

2M ago21:09

21:09

This week, we discuss the strength of the US Consumer, CPI inflation report due later this week, and corporate earnings for Q1.

1
34 Trillion in Debt! 17:07

2M ago17:07

17:07

It is safe to say that everyone has heard the U.S. government is carrying a $34 trillion debt. That sounds alarming! Today, my guest and colleague, Jordan Hadfield, will explain why that might not be as concerning as you may initially think.By Sharla Jessop

1
Weekly Market Impact: May 6 25:42

2M ago25:42

25:42

Last week a series of data came out that suggested the U.S. economy is weakening. Today, Phil will cover the impact of the data and what to expect from markets.

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

2M ago0:54

0:54

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #40…

1
MONEY IN A MINUTE: When Should You Retire? 0:54

2M ago0:54

0:54

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can.#retirementplan#moneyinaminute #forbes #fina…

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

2M ago27:17

27:17

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

1
Watching Inflation 13:26

2M ago13:26

13:26

When looking at the U.S. economy and inflation, you may wonder if we are moving at a regular pace or are we moving at a faster clip? Today, James Derrick will talk about inflation and how it could be compared to people movers at that airport.By Sharla Jessop

1
Weekly Market Impact: April 29 29:46

2M ago29:46

29:46

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

1
Tax Mastery in Retirement: Strategies for Successful Planning 21:43

2M ago21:43

21:43

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

1
Weekly Market Impact: April 22 32:56

2M ago32:56

32:56

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

1
Weekly Market Impact: April 15 26:02

3M ago26:02

26:02

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

1
Hubly Provides the Controls You Need 41:09

3M ago41:09

41:09

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

1
7 Money Resolutions 14:49

3M ago14:49

14:49

New Year’s resolutions can be hard to follow and all too often fizzle by March. Today, my guest and colleague, Parker Thompson, will share 7 ideas to help you set meaningful financial goals.By Sharla Jessop

1
Weekly Market Impact: April 8 32:14

3M ago32:14

32:14

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

1
Revolutionary Power of YCharts 34:21

3M ago34:21

34:21

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

1
Time-Tested Strategies For Today's Investor 23:31

3M ago23:31

23:31

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

1
Time-Tested Strategies for Today's Investor 23:31

3M ago23:31

23:31

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

1
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

3M ago0:56

0:56

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

1
Weekly Market Impact: April 1 26:28

3M ago26:28

26:28

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

1
Happy New Year 2024 13:07

3M ago13:07

13:07

I’m James Derrick. Today, I will be interviewing Sharla Jessop. She and I will take a step back from all the financial minutia to discuss setting and celebrating our personal goals and achievements. By the end of the podcast, I hope to have Sharla in the hot seat—sharing some personal goals—with all of us.…

1
Weekly Market Impact: March 25 40:53

3M ago40:53

40:53

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

1
The Shortsighted Investor 17:07

3M ago17:07

17:07

There seems to be no shortage of information or opinions regarding money, how to save, how to spend, and how to invest. How does it impact our long-term focus? I’m Sharla Jessop, President of Smedley Financial. Today, my guest and colleague, Jordan Hadfield, will share the attributes and consequences of shortsighted investing.…

1
Weekly Market Impact: March 18 26:10

4M ago26:10

26:10

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

1
MONEY IN A MINUTE What is a Fiduciary? 0:56

4M ago0:56

0:56

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

1
The Presidential Election and Its Effects on Your Money and Retirement Plan 15:04

4M ago15:04

15:04

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

1
Weekly Market Impact: March 11 25:19

4M ago25:19

25:19

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

1
The Paradox of Wealth 15:49

4M ago15:49

15:49

We often think of family wealth as something that has been passed down from generation to generation. I’m Sharla Jessop, President of Smedley Financial. Today, my guest and wealth management colleague, Mikal Aune, will explain why that might not be the case.By Sharla Jessop

1
Business Phone: Make the Change to VOIP? 9:09

4M ago9:09

9:09

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

1
Get Your Retirement Ducks In A Row 22:52

4M ago22:52

22:52

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

Podcasts Worth a Listen

Osaic Podcasts

Podcasts Worth a Listen

Quick Reference Guide