Best Smart Group Firm Podcasts (2024)

1
The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans 19:01

4h ago19:01

19:01

In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…

1
How to Start Over and Ignore the Doubt (and the doubters): Dr. Cindy Starke on Finding Midlife Magic 29:21

7d ago29:21

29:21

“You don't have to let your past define you. You can change in a heartbeat”. Dr. Cindy Starke is a firm believer that it’s never too late to begin again. Cindy is a physician and geneticist, and at mid-life she made the bold decision to leave her full-time hospital position and top-end salary to found a coaching program dedicated to empowering wome…

1
My Story - Replay 10:53

7d ago10:53

10:53

In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…

1
The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan - Replay 15:40

14d ago15:40

15:40

In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal asset…

1
Casting Doubts: Unpacking the Electoral College System, with Maximina Juson, Director of One Person, One Vote? 29:01

21d ago29:01

29:01

“The electoral college is a real pain point for the electorate. They don’t understand it, and they don’t know why we have it in the first place…So that’s why I made this film.” That’s how Maximina Juson explains her motivation for making the extraordinary, and necessary, new documentary, One Person, One Vote? It's a film that takes a closer look at…

1
Certificates of Deposit: What to Consider and How to Use Them - Replay 13:20

21d ago13:20

13:20

In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider. Wealth creation isn't solely dependent on C…

1
Exploring Alternative Investments and Building a Long Term Vision 16:40

29d ago16:40

16:40

In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…

1
Breaking out of the Cubicle: Rethinking Work and School for the Neurodivergent Community 31:02

1M ago31:02

31:02

“It's amazing that we have this tunnel vision around what success needs to look like, even though our society is filled with people who are wildly atypical.” Dr. Matt Zakreski is a dedicated clinical psychologist who's made it his mission to help harness the often overlooked abilities of the neurodivergent community – that’s anyone with a brain tha…

1
How to Create Retirement Confidence - Replay 18:27

1M ago18:27

18:27

In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a reality you can rely on. Addressing…

1
3 Factors to Consider Before Taking Your Social Security Benefits - Replay 14:49

1M ago14:49

14:49

The complexity of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. There are a lot of variables to consider and acronyms to decipher that can make Social Security feel like a confusing hedge maze. Let’s cut through some of the noise and clarify some of the most pressing question…

1
Rethink Hedging With Matt & Mike Thompson Co-Portfolio Managers At Little Harbor Advisors 24:07

1M ago24:07

24:07

Rethink Hedging With Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, and combined with over $300M. ETFs $MSVX, $MSTB, $MSTQ Website: LHAfunds.com Bio: Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt an…

1
How To Save Lives: Flipping the Script on Addiction, with Sean Daniels 32:41

2M ago32:41

32:41

“When I was trying to get sober, I couldn't find anything that had a sense of humor, and so I guess I at some point was like, well, then I have to write the thing that I can't find”. Sean Daniels is the hilarious, warm, and honest writer behind the hugely successful play, The White Chip, a comedy about addiction. Since its debut in 2019, The White …

1
The 7 Indispensable Steps in Building Your Wealth Strategy - Replay 14:16

2M ago14:16

14:16

If you tune into social media, there are a lot of influencers and gurus peddling one-size-fits-all financial advice and unfortunately plenty of investors base their strategies on what these people recommend. Find out why basing your investment decisions on what’s trending on TikTok is short sighted and discover the seven indispensable steps of buil…

1
$5.5B Firm - Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM 17:41

2M ago17:41

17:41

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, AtFort Pitt Capital Group With $5.5B AUM Website:https://www.fortpittcapital.com/ DanEye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investmentmanagement firm that provides solutions-based portfolio management andconsulting. Dan pr…

1
Top 2 Questions Answered 18:00

2M ago18:00

18:00

In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…

1
Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX 17:21

2M ago17:21

17:21

Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX Ticker: LONGX Website: http://www.longboardfunds.com Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP Bio: Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund mana…

1
FMP's Mission: Make Financial Data Available For All - With FMP Founder and Current CEO 35:37

2M ago35:37

35:37

Financial Modeling Prep Join FMP here: https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan Website: https://site.financialmodelingprep.com/ Mission: Make Financial Data Available For All BIOs:Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC …

1
Breaking up with Alcohol: Reframing Recovery with Sisters in Sobriety, Sonia Kahlon and Kathleen Killen 33:11

2M ago33:11

33:11

May is Mental Health Awareness month, and in this episode we're thrilled to shine a light on Sonia Kahlon and Kathleen Killen who host the fantastic podcast Sisters in Sobriety. We’re also talking about Everblume, an entirely unique alcohol recovery support community founded by Sonia. If you or someone you know is struggling or in crisis, call or t…

1
Hidden Tax Strategies, with CPA Tanner Adams - Replay 44:19

2M ago44:19

44:19

Most business owners come into the financial game as the quarterback. They’re telling their CPA and financial advisor what they need and when they need it instead of working as a team to plan out a cohesive strategy. This needs to change. Listen to the latest episode of the podcast to learn why your business needs a financial team that works togeth…

1
This Company Wants To Reverse Aging. Frank O'Donnell MD Co-Founder Telomir Pharmaceuticals $TELO 20:08

2M ago20:08

20:08

Website: https://telomirpharma.com/ Ticker: $TELO Forward-Looking Statements DisclaimerThis communication may contain "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looki…

1
Without Adversity There’s No Success. With Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA 19:35

2M ago19:35

19:35

Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA Website: https://coyatherapeutics.com/ Bio: Chief Executive Officer and Chairman of the Board Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman…

1
Programming Note & UnCommon Law Episode: AI Trained on Famous Authors’ Copyrighted Work. They Want Revenge – Part 1 27:41

2M ago27:41

27:41

On the Merits is on hiatus for a bit while we create some great new episodes for you. Until then, we're pleased to offer a special presentation of our ABA Silver Gavel award-winning series, UnCommon Law. Generative AI tools are already promising to change the world. Systems like OpenAI's ChatGPT can answer complex questions, write poems and code, a…

1
Four Big Financial Planning Mistakes Business Owners Make - Replay 12:42

2M ago12:42

12:42

Entrepreneurs by nature are continuously occupied with running their business and wearing multiple hats throughout the day just to keep things running smoothly. Unfortunately, that leads entrepreneurs into making a number of common mistakes. Mistakes that damage the long-term success and potential of their business. Listen to the latest episode of …

1
California's New Mental Health Court Starting Off Slow 14:57

2M ago14:57

14:57

When California's new mental health courts were getting started, the debate centered on whether they had too much power–or too little. Now, roughly six months in, the state is discovering a new flaw: too few people are using them. On this episode of our podcast, On The Merits, Bloomberg Law reporter Maia Spoto talks about why California's Community…

1
Think Differently - Sal M. Capizzi EVP at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. 16:06

2M ago16:06

16:06

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.comBio:Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experien…

1
How to Speak Up: Assertiveness, Boundaries, and the Beauty of Anger, with Cara Tuttle 31:11

3M ago31:11

31:11

“Anger is telling us something. It's often telling us that something isn't right or that a boundary is being violated”. Cara Tuttle is a lawyer, consultant, and educator focused on addressing sexual assault and harassment in higher education, and she wants us to explore our anger as a key tool in assertiveness training. After years of working on a …

1
How SDLI Can Provide Flexibility - Replay 14:36

3M ago14:36

14:36

High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…

1
Weed Testing for Workers May Not Be Worth It Anymore 8:47

3M ago8:47

8:47

Marijuana is now legal in about half of the states, but still maintains its illegal status at the federal level. What does this mean for an employer who wants to, or has to, administer drug tests for its employees? We tackle that question on our podcast, On The Merits, with Sean Mack, a partner and co-chair of the cannabis and hemp law practice at …

1
DOJ Prosecutor Wants to Make Antitrust Relatable 12:05

3M ago12:05

12:05

Hetal Doshi, the top antitrust litigator at the Department of Justice, says she tries to make the cases her team pursues easy for the average person to understand. "If we are litigating cases inside an echo chamber, or like in a very narrow, technocratic way that only other lawyers can understand, then we're failing to do our jobs," Doshi says on t…

1
Who Should Consider An Annuity? - Replay 14:46

3M ago14:46

14:46

The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …

1
How To Bucket Plan Your Money & Avoid Freak Out Risk With A $3.2B Money Manager 27:31

3M ago27:31

27:31

How To Bucket Plan Your Money & Avoid Freak OutRisk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately$3.2B Websites: https://www.jlsmithgroup.com/ https://c2penterprises.com/ Get The Book Here: https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ…

1
How To Create Value And Why Pressure Is A Privilege With Ted Karkus CEO ProPhase Labs - $PRPH 42:58

3M ago42:58

42:58

Ted Karkus CEO & Chairman Of The Board OfProPhase Labs $PRPH Ticker: PRPH Website: https://www.prophaselabs.com/ Bio: Ted Karkus Chairman & CEO of ProPhase Labs Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID…

1
Lifescaping: How to Dig Yourself Out of Entrepreneurial Trauma, with Monique Allen 30:47

3M ago30:47

30:47

“One of the jokes I have in coaching is, the surefire way to kill passion is to build a business around it, or marry it”. Monique Allen will tell you that entrepreneurship is it’s own special kind of trauma, and it needs a special kind of business coaching. Monique is a professional gardener who has spent almost four decades in the industry. Over t…

1
Defining A Diversified Portfolio 13:24

3M ago13:24

13:24

In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…

1
Who's to Blame for Commerce Department Billing Mess? 17:49

3M ago17:49

17:49

The Commerce Department's disastrous rollout of a new payment system left some National Weather Service employees on the hook for their own business expenses, and even led utility companies to shut off power to some critical weather systems due to unpaid bills. Bloomberg Government reporter Jack Fitzpatrick found that even now, months after this sy…

1
Can Title VI Protect Jewish Students? Lawsuits Challenge Campus Antisemitism 16:44

3M ago16:44

16:44

Harvard, NYU, and several other elite universities have been hit with civil rights lawsuits from students who say the schools allow, or at least don't counter, campus antisemitism. Though these suits largely stem from an increase in antisemitic incidents since Oct. 7, attorneys say the groundwork for them was laid with an executive order back in 20…

1
Investing in Your Ideal Future Self - Replay 14:23

3M ago14:23

14:23

The concept of investing is often associated only with money and the pursuit of wealth, but this fails to capture the true essence of investing. An ideal future isn’t encapsulated by a stack of $100 bills. The true essence of investing is not about building wealth, but about building the atmospheric conditions that align with your ideal future self…

1
Russian Bankruptcy Sheds Light on Litigation Finance 16:27

3M ago16:27

16:27

It's becoming more common for investors to chip in money for a lawsuit in exchange for a share of any payout a party wins, a practice known as litigation finance. But, as a recent Bloomberg Law investigation found, the identities of these litigation funders is often shrouded in mystery—and can have national security implications. Bloomberg Law repo…

1
Walking Away: How to Leave a Promising Career and Make Your Life Your Own (Camino stories part 2 of 2!), with Christine Job 30:41

3M ago30:41

30:41

“I was expecting to feel a certain way about the accomplishments. But it wasn't fulfilling, and I couldn't understand why.” Christine Job was a talented law student and the first Black female president of her class. From an early age, her family had expected her to go into law, but despite her achievements she was terribly unsatisfied. Christine’s …

1
An In-Depth Breakdown of Privatized Banking aka Build Banking - Replay 15:37

4M ago15:37

15:37

Many people accumulate their wealth in a bank or a long-term investment, and this may create problems. But there is a different strategy. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the Build Banking strategy and how you can consider a different banking paradigm using specially designed life insurance p…

1
California Fights to Keep Insurers Despite Fire Risk 16:59

4M ago16:59

16:59

Insurance companies like The Allstate Corp. and State Farm have experienced one too many devastating wildfire seasons in California. Many are looking to exit the market in impacted communities, but a powerful state lawmaker is trying to keep them. Mike McGuire is a Democrat representing a Northern California district directly affected by wildfires,…

1
Why Are Lawyers Still Making Bad AI Mistakes? 19:23

4M ago19:23

19:23

Generative AI has the potential to transform the legal profession, and the guest on today's episode of our podcast, On The Merits, believes it will. But the tech also has led some lawyers to make embarrassing and costly mistakes. Lawyers have filed briefs in court that contain citations fabricated by AI tools. And a law firm in New York recently go…

1
Retirement Requires a Shift in Mindset - Replay 15:53

4M ago15:53

15:53

Time is your most precious resource, but how you use it is up to you. The shift from earning to retirement can be quite challenging, as you have to thread the needle between income, growth, and time. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the most important mindset shift people need to make in orde…

1
Law Firms Need to Be Aware of Neurodivergence Trend 12:15

4M ago12:15

12:15

A quarter of law students surveyed by Bloomberg Law late last year said they self-identify as neurodivergent, an umbrella term for people with ADHD, autism, or another condition that causes their brains to function differently than that of the average person. But the same survey found that more than three times fewer working attorneys identify as n…

1
Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM 13:30

4M ago13:30

13:30

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUMWebsite: https://www.iconomi.comLearn more here:https://www.iconomi.com/privatehttps://www.iconomi.com/digital-asset-management-platformBio:Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to th…

1
Leaving Your Life: The Transformative Power of the Camino de Santiago (Camino stories part 1 of 2), with Writer and Entrepreneur, Kelli Field 33:23

4M ago33:23

33:23

One night, at the tail end of a vacation in Europe, Kelli Field suddenly hit a wall. “I just started crying and I just told my husband, I can't do it anymore”. After decades of working in a high earning, high stress career that took a huge toll on her health, she realized she couldn’t go back to work. Something deep inside her had finally said no. …

1
Settling An Estate As An Executor 13:26

4M ago13:26

13:26

In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…

1
How a Rare Toad Species Stopped a Clean Energy Project 16:52

4M ago16:52

16:52

In a remote part of Nevada, an energy company is trying to build a climate-friendly power plant—but the plant is being blocked by conservationists and a decades old environmental law. A geothermal plant built atop desert hot springs sits half-completed after the discovery of a new toad species in the area, and an environmental review required by th…

1
Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Fractional Ownership 34:06

4M ago34:06

34:06

“If it’s gonna be, it’s up to me.” Alan Snyder Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.comWebsite: https://www.asharex.com/ Bio: Alan Snyder Founder and CEO Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, …

1
IVF Access Still in Spotlight Despite New Alabama Law 18:00

4M ago18:00

18:00

A ruling last month from the Alabama Supreme Court declaring frozen embryos to be legally equivalent to children scared many would-be parents in and out of the state. Late Wednesday night, the state legislature there passed a law meant to ease the worries of both patients receiving in-vitro fertilization services and the doctors who provide those s…

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Smart Group Firm Podcasts

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