The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Advisor Group Podcasts
Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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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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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Podcast by Carson Group
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Welcome to The Maui Real Estate Advisor, your guide to navigating Maui’s unique real estate market. Whether you live on the island, own property here, or are considering making Maui your home, this podcast offers expert insights, market updates, and practical tips to help you make informed decisions. Tune in and discover what it takes to own a piece of paradise. Lee Potts RB-20663 (808) 276-8776 Keller Williams Realty Maui RB-21851
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Women are experiencing higher levels of career success than ever before. How did they get there? These are their stories. What do they do? What was their journey like? What challenges did they face along the way? What advice do they offer? Cynthia Kirkpatrick, a Senior Financial Advisor at Moneta Group, conducts face to face interviews with women who are at the top of their fields. They reveal the secrets of their success and share their wisdom with you. The shows contain many unexpected twi ...
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Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: [email protected] - Securities offered through LPL F ...
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A trusted advisor in Human Capital Management for 30 years.
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Welcome to Channel Security Secrets. Join host, Lou Rabon, each week to expose the untold secrets and critical insights from the minds shaping the future of cybersecurity sales in the trusted advisor channel. Channel Security Secrets is brought to you by Cyber Defense Group, on a mission to shift cybersecurity from reactive to resilient. Explore all episodes and resources at: https://www.cdg.io/podcast/
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
13
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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you’ve earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you’re approaching retirement or already enjoying it, tune in for education on income plan ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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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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Welcome! The 'Your Money. Your Life.’ podcast is centered around providing concrete tools for financial literacy. Listeners will also often hear interviews with inspirational individuals who triumphed while in pursuit of their dreams. The podcast is hosted by Delano Saporu, a registered financial advisor and founder of New Street Advisors Group. www.newstreetadvisorsgroup.com Instagram: delano.saporu support the show: https://anchor.fm/delano-saporu4/support
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Dreaming of a European getaway that’s seamless, immersive, and unforgettable? Welcome to Europe Unveiled—your go-to podcast for river cruises, group trips, and expertly planned travel across Europe. Hosted by certified travel advisor and river cruise specialist Sonia Rectenwald, each episode reveals what it’s really like to explore Europe by river and road. From Rhine castles to Danube Christmas markets, curated wine cruises to hidden-gem land tours—you’ll get the insight, tips, and inspirat ...
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy si ...
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Welcome to CVFG's Podcast, the podcast where we break down the world of finance, one smart decision at a time. Whether you're just starting your career, planning for college, building your retirement nest egg, or navigating the complexities of taxes, we've got you covered. Tune in for expert advice on investing, saving, and securing your financial future, with practical tips and actionable insights to help you make the most of your money. From budgeting basics to advanced strategies, CVFG's ...
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Abbey Henderson, CFP®
038
Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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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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Embark on a transformative journey with your host, Chris Williams, Founder and CEO of Group Coach Nation. A thought leader and expert in coaching and training, Chris brings a wealth of experience to your ears. In each episode, Chris delves into the art of monetizing knowledge and scaling impact, sharing insights gained from years of empowering experts. From breaking through income constraints to creating high-ticket masterminds, every episode is a guide to transforming your coaching or train ...
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Join Spiros Vassilakos, CEO & Private Wealth Advisor with Athenian Private Client Group in Tarpon Springs, FL, as he provides informative financial and retirement planning insights on every episode. You'll learn about how to properly invest while growing your wealth, education on the markets and how it can affect your investment portfolio, provide planning strategies that meet your lifestyle, everything from 401(k)s and IRAs to mutual funds and EFT's. Spend about 15 minutes with Spiros each ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Welcome to THE EXIT – where the world’s most successful founders reveal how they built, scaled, and sold their companies for 8, 9, and even 10 figures. Hosted by entrepreneur, advisor, and founder of THE EXIT GROUP (http://www.theexit.group), Adrian Salamunovic, THE EXIT Podcast delivers rare, candid conversations with tech, SaaS, and e-commerce founders who’ve done the hard thing: exited. We go beyond the headlines to unpack what really happened—how the deals came together, what almost kill ...
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This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team. The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. ...
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
116
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed to provide ...
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A podcast about fascinating professionals, how they got to where they are and where they’re going from the lens HR, Recruitment and People Operations hosted by Martin Hauck.
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Distribution of goodies in our society is determined by families, firms, and governments. Attempts to change how rewards and punishments, benefits and costs, are spread through the population cause conflict. The hosts are an economist, Morton Marcus, and a financial advisor, John Guy. Expect whimsy.
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The Bethany Buzz is hosted by our Communications Advisor, Abby, who interviews different staff and residents to give you an insightful look into our organization and the supports we provide.
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The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
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What keeps CISOs up at night? What are the vexing challenges CISOs face today and tomorrow? We frequently learn the most from others in similar security roles to our own. Join us in this bi-weekly video series with your hosts, Mitch Ashley, CTO Techstrong Group/Principal Techstrong Research, and Jennifer Minella, founder and principal advisor of Viszen Security, as they engage with leading security leaders and experts about the latest cybersecurity topics.
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Join The Team at Foster Group and our expert guests as we explore a variety of subjects that could impact your financial life. We will cover timely economic and financial market news, a wide range of personal financial planning ideas, and investment topics. Ultimately, we want to encourage educated optimism and do our best to provide valuable insights to help you navigate your financial life journey with confidence. Want more Financial Perspectives from the team at Foster Group? www.fostergr ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors
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AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube…
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Advisor–Client Relationships Are Stronger When Goals Come First
37:11
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In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment jo…
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This episode features a large news slate: Consumer prices rose at an annual rate of 2.9% in August, Oracle and OpenAI ink $300B deal, and Klarna shares jump in $1.37B IPO. QOTW: Rapid fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do …
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ The financial world is crowded with titles- advisor, broker, planner- and it isn’t always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using si…
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Beyond Transactional Selling - Dan Gill - Channel Security Secrets - Episode #7
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With over 30 years of experience driving growth and innovation in the technology channel, Dan Gill has seen it all, and he’s sharing his playbook for success. In this episode of Channel Security Secrets, I sit down with Dan, CEO at Amplix, to explore his four pillars of growth and how they’re transforming the way trusted advisors succeed. From cust…
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Monthly Market Report - September 2025: Lahaina recovery, short term rentals & tourism
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In this month's Maui Real Estate Market Report, Lahaina Lee breaks down the latest August 2025 numbers, providing key insights into the Lahaina recovery, Bill 9, and the single-family home and condo markets. Get a deep dive into what’s really happening with Maui real estate trends, tourism numbers, and local policies affecting the island's economy.…
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The ERP Minute Episode 203 - September 9th, 2025
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Starting off the week, Salesforce announced results for its second quarter fiscal 2026 ended July 31, 2025. Epicor launched the industry’s first ERP AI agent with outcomes-based pricing to accelerate supplier decisions, Epicor Prism Business Communications. In the world of education, Blackbaud announced a series of transformative updates for its K–…
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What Are Money Principles Every Family Should Know? Part II
20:56
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, continues his two-part series on the core financial principles that have guided his career, his clients, and his community. Building on last week’s first ten principles, Darryl shares principles 11 through 20 - covering why retirement should be a piv…
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Live From Excell With Strider Elass and Sam Rines (Episode 152)
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In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Strider Elass of First Trust and Samuel Rines of WisdomTree for a timely discussion on the labor market, inflation trends, tariffs, and what investors should …
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Leadership Lounge: Built to Last or Built to Learn: How Leaders Can Develop Resilience
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In an era where adaptability trumps consistency, the leaders who survive and thrive are those who've mastered the art of bouncing back stronger. Yet our Global Leadership Monitor reveals that leaders' preparedness to face threats such as uncertain economic growth and geopolitical uncertainty is at its lowest point since we began tracking in 2021. T…
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Summary In this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of tr…
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Cooling Job Openings, Falling Yields, and a Likely Fed Cut
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This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview…
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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
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Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s inter…
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Is Social Security enough to retire on? In this episode, Jim Cipriotti unpacks the realities of retirement planning, starting with the limitations of relying solely on Social Security. We explore the importance of building additional income streams, like annuities, and how political risks can shake up long-term savings. The conversation also dives …
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What If You Don’t Die Fast Enough? The Real Retirement Challenge
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What happens if you don’t die fast enough? In this episode, Jim Fox tackles the tough realities of legacy planning, long-term care, and the conversations every family should have before it’s too late. From outlining practical steps for estate planning to addressing the emotional and financial challenges of aging, Jim explains why a holistic retirem…
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Can Bucket 1 Actually Increase Your Social Security Benefits?
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The question of when to take your Social Security retirement benefits often comes down to whether you need the money now or can wait until later. Larger benefit checks await those who take it later, but is there a way to perhaps get the cash flow you need right now from another source while delaying your benefits as long as possible? Bucket 1 may b…
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Pastor Drew Gysi and Tyler Rutherford talk about the heart problems behind consumer debt, and why debt may not always be a money problem. Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Rev…
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How can you make a solid 30+ year plan for retirement and what impact will the Fed changing the prime rate have on your plan
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In this week's episode, we'll discuss how you can make a solid plan for a 30+ year retirement and what impact the Fed changing the rate will have on your retirement plan. Is the plan you moved forward with years ago still the best plan for you now? Who is on your retirement "team" and do they have your best interests at heart? What is really import…
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River Cruise Cabin Guide: Window, French Balcony, or Suite?
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Your cabin isn’t just a place to sleep on a river cruise — it’s your private retreat on the river. But with so many stateroom choices, how do you know whether to book a window, balcony, or suite? In this episode of Europe Unveiled, I’m breaking down everything you need to know about river cruise cabins. From entry-level window staterooms to French …
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What Does Winning in Retirement Look Like in Retirement
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Send us a textBy Akers Financial Group
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Deal Or No Deal: I’m Tired Of Figure It Out Loans
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What happens when real estate professionals stop doing their jobs properly, and how does the "figure it out" mentality in home buying actually hurt everyone involved? In this no-nonsense episode of Free Game Friday, Ed and Terence tackle the growing frustration with "figure it out loans" and the breakdown of professional standards in real estate tr…
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Tariffs, AI, and the Future of Investing with “Mr. Wonderful,” Kevin O’Leary
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This episode, Tom sits down with Kevin O’Leary- entrepreneur, investor, and of course, “Mr. Wonderful” from Shark Tank. The conversation covers everything from tariffs and the ripple effects on global markets to the powerful role artificial intelligence is playing in reshaping supply chains and boosting productivity. Kevin also shares timeless less…
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Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business
1:12:30
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Spencer Cibelli, Investment Associate at Robotti & Company, stops by to discuss Haypp Group; the world’s largest online retailer of nicotine pouches and traditional snus products. The nicotine pouch category is, as Mugatu would say, "So hot right now." Spencer details Haypp's unique characteristics, benefit to customers, and value offered to suppli…
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SMSF NS 131: The latest ATO warnings on SMSF’s
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In this episode, we discussed the latest ATO warnings on SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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The ERP Minute Episode 202 - September 3rd, 2025
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To begin the week, Procore and Amazon Web Services (AWS) announced a strategic collaboration agreement. In related news, IFS today announced the launch of its new Global Purple Circle Partner Program. Next, SAP announced a comprehensive new approach to digital sovereignty and AI innovation. Finally, Epicor announced key features and updates in its …
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Grants Awarded; Grants Withdrawn, with grant writer Anne Laker
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United States withdrawal of programed funds is a challenge for grant-writer Anne Laker. In this conversation, she lists specifics, while also stating that future applications must not contain certain words that guarantee rejection. Yet we must not forget: "funders are people too."By Anne Laker, Morton Marcus, John Guy
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This episode features a large news slate: Record numbers of retirement savers are now 401(k) or IRA millionaires, the NY Giants are to sell a stake to the Kochs, and Tesla opens its Robotaxi app to the public. QOTW: Rapid fire https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want…
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The Unfiltered Truth About Recruiting with Shally Steckerl, Associate Principal Consultant at Riviera Advisors
1:04:14
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In this engaging conversation, Martin and Shelly delve into the intricacies of sourcing and recruiting, exploring the importance of human connection, the impact of technology, and the lessons learned throughout their careers. Shelly shares her insights on the evolving landscape of talent acquisition, the significance of understanding candidates' ne…
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Gen X is often called the “forgotten generation,” but when it comes to retirement planning, they may also be the most at risk. Many Xers came of age just as pensions were disappearing, making them the first generation to rely heavily on 401ks. Add…
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Own the Cybersecurity Conversation, Drive Sales - Alex Ryals - Channel Security Secrets - Episode #6
44:32
44:32
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How can trusted advisors and channel leaders turn cybersecurity challenges into growth opportunities? In this episode of Channel Security Secrets, I sit down with Alex Ryals, Chief Information Security Officer at MicroAge, to explore actionable strategies for aligning sales, security, and continuous learning. Alex shares how matching sales skills w…
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In this episode, Jim Ciprioti discusses the essential components of retirement planning, emphasizing the importance of Social Security, cash flow, and the role of annuities. He highlights the risks associated with political changes and the benefits of Roth conversions for tax savings. The conversation provides insights into how to navigate these co…
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Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time.…
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The Money Stories We Don’t Talk About with Erika Wasserman (Ep. 37)
29:47
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We all carry money stories. Some are empowering. Most are inherited. And far too many are quietly shaping our decisions from our bank accounts to our relationships without us ever noticing. In this candid and emotionally intelligent conversation, Abbey welcomes Erika Wasserman, one of only 100 certified financial therapists in the U.S., to help us …
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What Are Money Principles Every Family Should Know?
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Everyone has rules of thumb they live by when it comes to money, but are yours helping you or holding you back? In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares the first 10 of his 20 guiding money principles that influence how he makes financial decisions for himself, his family, and his cl…
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Preserving Your Life Savings: Do You Need an Asset Protection Trust?
39:23
39:23
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Do you need an Asset Protection Trust? If you're not sure, this episode is for you. These are questions I get all the time from clients: Will I lose my home and everything I've worked for if my spouse or I need fulltime nursing home care? Do I need an asset protection trust? The answer is not as simple as yes or no. This episode features a special …
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Can Money Buy You Happiness? Let’s Get Real
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10:29
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In Case You Missed It... 👉 Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 👉 What NO ONE Tells You About Being a Paid College Athlete… https://youtu.be/XvF81B8QP-E 👉 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ 👉 Top 5 Financial Tips for 2024! (MUST WATCH) https:…
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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into a seasonally tricky September. They break down Fed Chair Jerome Powell’s dovish stance at the Jackson Hole Symposium, the Fed’s balancing act between jobs and inflation, the steepening yield curve, and why gol…
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Maui's New Federally Funded Housing Program: Opportunity or Unfair?
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Episode 17 A $1.6 billion program is rolling out to help Maui recover—but not everyone is happy about it. We talk about Ho‘okumu Hou, what it means for housing, and why opinions are divided. 🌺 Got questions or mana‘o? I’d love to hear from you — drop a comment below or send me a note at [email protected]. I always write back. 🤙 Show some aloha — h…
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Summary The conversation revolves around personal updates, professional guidance, and the importance of collaboration in business growth. Participants share insights on sales strategies, the significance of personal connections, and the impact of software updates on their work. They discuss the value of community engagement, identifying client need…
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Best Of: Don’t Buy the Vacuum: Rethinking Financial Advice
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What do vacuum sales and financial advice have in common? In this episode, Jim Fox shares why too many people are still being sold products instead of being offered real retirement solutions. From the emotional barriers that keep folks from seeking help—like fear of judgment or past bad experiences—to the importance of finding the right advisor fit…
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#57 - Mary Engelbreit - Lessons from a 50-Year Art Empire
1:12:49
1:12:49
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Join host Cynthia Kirkpatrick as she interviews legendary artist and entrepreneur Mary Engelbreit, creator of one of America's most beloved illustration brands. Mary has built a multi-generational empire through greeting cards, calendars, children's books, licensing deals, retail stores, and a beloved lifestyle magazine. In this episode, Mary share…
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258: Kids & The Big Beautiful Bill (OBBBA part 4)
42:04
42:04
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how the One Big Beautiful Bill Act impacts kids & youth. Read the Bill here Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: Stewa…
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College Savings and 529 Plans - What You Need to Know
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With the cost of college in the US skyrocketing, many parents find they need to begin saving almost immediately if they want their children to be able to attend. One avenue for doing that is the 529 Plan, which comes with both benefits and costs. Lately, though, the 529 has become less popular among savers. The reasons? Tuition costs, market uncert…
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Sailing the Moselle, Rhine & Main by River Cruise: Castles, Wine & Storybook Towns
14:21
14:21
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From Luxembourg’s medieval fortifications to Würzburg’s baroque palace gardens, the Moselle, Rhine, and Main rivers deliver castles, vineyards, and storybook towns at every bend. In this episode of Europe Unveiled, Sonia takes you on a journey along three rivers connected by the Danube Canal. She walks you through the ports of call — Bernkastel, Co…
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Send us a text Brian Akers and Paul Franco discuss financial tips for those under 40, emphasizing the importance of early planning. They highlight the role of compound interest, urging listeners to start saving early to achieve financial independence. They stress the need to prioritize savings, avoid consumer debt, and understand expenses. Paul sha…
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How can you plan for a long retirement and what are your retirement and passing going to look like
33:19
33:19
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In this week's episode, we'll explore what you can do to plan for a long retirement and what your retirement will look like. When should you claim your Social Security? What is a part-time retirement and is it for you? Why is what will happen when you're gone a discussion you must have? Isn't it time to get answers to the tough retirement questions…
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174 Is Buying a House in America Still Worth It?
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In an era where Americans are increasingly buying real estate in other countries, what does it really take to build wealth through homeownership in your own backyard - and why are prepared buyers still winning big in today's market? Terence and Ed tackle the burning question of whether buying a house in America is still worthwhile in today's challe…
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Roundtable: FAQ for Retirement Planning https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Conventional wisdom often sounds reassuring: “Real estate always goes up.” “Mortgages are good debt.” “Switch investments when something isn’t working.” But is it actually wise advice? In this episode, Eric challenges some of the most common money…
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Mastering the Fundamentals - Stephen Semmelroth - Channel Security Secrets - Episode #5
56:24
56:24
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Take your cybersecurity knowledge to the next level with expert insights on how trusted advisors can confidently navigate security conversations and build lasting client relationships. In this episode of Channel Security Secrets, I sit down with Stephen Semmelroth, Vice President of Cloud Resilience at Avant Communications. Stephen breaks down the …
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