This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Advisor Perspectives Podcasts
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Shine Bright EYM proudly presents Shine On, a podcast series for prospective and current Early Childhood Education Professionals. A podcast to engage, celebrate, and advocate for the Early Years sector through collaborative discussions with professionals in the industry. Drawing inspiration from our guiding philosophy document The Shine Bright Way, we’ll be bringing you a series of conversations, inspirations, and big ideas from all aspects of the Early Childhood Sector. From keeping the joy ...
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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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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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Henfruit Radio
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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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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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Welcome to The Draya Love Experience. Its a thang. Founder of SolTech™ Author. Intuitive. Executive Energy & Wellness Advisor. De-coding energy and waking up in this human experience. My version of happy and love. The Draya Love Frequency. Visit my website for all my services. #soltech #drayalove #wellness #education #technology #drayalovedotcom
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Warfare of Art and Law Podcast sparks conversation about the intriguing – and sometimes infuriating – stories that arise in the worlds of art and law with artist and attorney Stephanie Drawdy.
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Welcome to the Kalos Center Podcast where we have conversations about faith, culture, and meaningful lives. One of the show's central themes is how Christians in any profession integrate their faith with what they do...how their faith has legs in their work. We'll interview Christians from a variety of fields, scientists, philosophers, investors, artists, politicians, musicians, athletes, and many more. Folks like JP Moreland, most influential Christian Apologist of today, David Baunsen, a t ...
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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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A full-service law firm with a diverse client base, Winckworth Sherwood prides itself on providing market-leading advice across a broad range of sectors and markets. In our podcast series, we team up with lawyers and specialists to discuss themes and topics within UK Law.
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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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A multi-stakeholder initiative led by Connex Health Consulting.
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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An extension of Uphill Conversations, this podcast dives in to the world of YPs with theses three goals in mind: elevating the voices of Young Professionals, building a bridge connecting past, present and future generations, and providing inspiration for YPs to lead.
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A Podcast where together we discuss proactive aging in the right place, with a choice, connecting to the professional advice of our special guests, while creating better days throughout the aging process. Sponsored by ComForCare In Home Case of West Linn & Portland-South.
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The Better Boards podcast series is the podcast for Chairs, CEOs, Non-Executive Directors, Company Secretaries, and their advisors. Every episode is filled with practical insights and learnings from those inside the boardrooms. We tease out what really matters and highlight actionable steps you can take to enhance the performance of your board.
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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Mark Beebe is the Owner of Mark Beebe and Associates, based in Columbus, Ohio. Previously, Mark Beebe served as the Chief Financial Officer for the Ohio State University’s Alumni Association. His firm, Mark Beebe and Associates, specializes in Business Advisory services, including strategic financial management and operational execution across multiple industries. With over 25 years of experience in various CRM and financial platform transitions, Mark is known for his expertise in effective ...
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How do you manage your Mental Health and how does it impact you?
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Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about steppi ...
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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Statements made by Eventide should ...
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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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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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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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In this episode of Friday Fiduciary Five, Eric Dyson talks about a common and easily fixable cybersecurity risk in retirement plans: participants who have not set up user IDs and passwords for their accounts. This oversight is the most frequent cause of cyber breaches, not the fault of plan sponsors or record keepers. Eric shares an anecdote about …
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New Perspectives in Finance: Jillian Howell’s Story of Growth and Motivation
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Welcome back to Don’t Retire… Graduate! On today’s episode, we’re excited to bring you another entry in our “Diary of a Financial Advisor” segment, where we spotlight the unique voices, journeys, and motivations of financial professionals passionate about their clients’ success. I had the pleasure of sitting down with Jillian Howell, a rising star …
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Earnings Strength Meets Rate Cuts & Mixed Sentiment
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Pallas CEO and Founder, Rich Mullen, speaks with Senior Portfolio Manager Steve Kylander on current economic conditions.By Pallas Capital Advisors
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Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach
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In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management. From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected…
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Ellen Alphonso: Employee Benefit Plan Audit Best Practices
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Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Certified Public Accountant in Minnesota, Ellen has led audits for retirement plans ranging from under…
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Supported Playgroups and Communities for Children with Wendy Irving and Mim Brown
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Send us a text They say it takes a village to raise a child... but how do we build the village? Wendy Irving and Mim Brown join us in this episode to discuss the benefits of the Shine Bright Supported Playgroup model and other family-centered projects run by Communities For Children Bendigo. Throughout the conversation we’ll explore Wendy and Mim’s…
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Marriage and Money: Navigating Finances with Your Other Half - Part 2 | Episode 178
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Send us a text In this episode of the Spend Life Well Show, Mark Trice and his wife, Holly, return for Part 2 of their honest conversation about marriage and money. They dive deeper into the real-life challenges couples face when managing finances together—how they’ve grown through missteps, strengthened communication, and kept their faith at the c…
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Curator Michael Jacobs on the Museum of the Southern Jewish Experience
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59:58
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Send us a text Show notes: 2:00 Museum of Southern Jewish Experience beginning 2012 MSJE moved to Jackson MS and became part of Institute of Southern Jewish Life 3:30 4th year in New Orleans 4:50 MSJE’s mission 5:45 Chapman Family Research Center 6:00 archival vault – over 375 collections and over 4,000 artifacts 7:20 geneology workshops 10:00 arti…
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FF5 #75 - McDonald v LabCorp Decision - Part 3
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8:36
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the McDonald v LabCorp lawsuit, focusing on part three and float compensation. He recaps previous episodes on record-keeping fees and investment share classes. The court found the plan's fee monitoring process sufficient. Float income, earned on stale checks, is a plan asset under ERI…
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Seven Money Conversations That Will Change Your Life with Skyler Fleming
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Welcome back to Don’t Retire… Graduate! In today’s episode, we’re deep diving into the power of money conversations—why talking about your finances is crucial, and how it can serve as the foundation for a life of financial independence and fulfillment. Joining me is Skyler Fleming, financial coach and host of the “Money Talk with Skyler Fleming” po…
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Going beyond the routine change | Lan O'Connor, NED & Strategic Advisor
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Send us a text When organisations face a need for transformation, Boards must become catalysts for change. This requires specific behaviours so that Boards can successfully go beyond oversight to provide strategic leadership when it is needed most. In this podcast, Dr Sabine Dembkowski, Founder and Managing Partner, is joined by Lan O’Connor, a glo…
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From Therapy Notes to Author: The Accidental Book Journey
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Send us a text What happens when years of therapeutic writing suddenly resurfaces as the foundation for a transformative book? In this deeply personal episode, Chris reveals his journey into authorship after discovering eight detailed chapters he'd written during trauma therapy years ago—writing he had no memory of creating. The decision to transfo…
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Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets
58:38
58:38
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Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Caprock’s culture and customized approach shape long-term success. We’re kicking off a new season of the Dako…
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Tim Hsiao: Gun Ownership, Drug Use, and Human Rights from Christian Ethical Perspective
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We welcome Philosophy Professor and Law Enforcement Officer Timothy Hsiao to discuss his unique perspective on gun ownership and the right to self-defense. Jim Spiegel and Tim discuss why traditional Christian thought often leaves unaddressed gaps in contemporary ethical debates on topics ranging from animal rights to drug prohibition. We think you…
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AI as Normal Technology: On superintelligence delusion, bogus claims and a humanistic AI future with Prof. Arvind Narayanan
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What if the race toward “superintelligence” is misguided and what does a more humanistic vision for AI adoption actually look like? In this episode of Poets & Thinkers, we dive deep into the intersection of artificial intelligence, culture, and human agency with Prof. Arvind Narayanan, a computer science professor at Princeton University whose work…
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FF5 #74 - McDonald v LabCorp Decision - Part 2
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7:06
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the McDonald v. LabCorp ERISA litigation, focusing on investment share classes and collective investment trusts. He highlights that institutional share classes offer lower costs, and LabCorp moved participants to these classes within a reasonable timeframe. Eric emphasizes the importa…
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Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and Advocate
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Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode offers a unique peek behind the curtain at the real-life journeys of financial professionals with our “Diary of a Financial Advisor” series. Our focus is on career growth, diversity in the financial planning field, and the powerful impact of financial literacy.…
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Marriage and Money: Navigating Finances with Your Other Half - Part 1 | Episode 177
20:08
20:08
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Send us a text In this episode of the Spend Life Well Show, Mark Trice is joined by his wife, Holly, for a real and relatable conversation about marriage and money. They open up about how they’ve managed their finances as a couple, what’s worked, what hasn’t, and the lessons they’ve learned along the way. From tight budgeting to financial missteps,…
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Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth
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In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston. Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program. Angela shares her insigh…
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As Vice President of Human Resources at Glazer’s Beer & Beverage, Jonathan collaborates with his GBB colleagues to establish, implement, and improve people strategies and processes. Prior to joining GBB, Jonathan held HR executive roles across various industries, spanning over 20 years. His previous roles include stops at M&M Manufacturing (a Berks…
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Send us a text Family secrets can shatter our perception of loved ones and force us to reevaluate our entire history when they come to light after death. We explore the devastating discovery of a father's 40-year affair and second family, revealed on the same day as his passing, just months after losing a mother. • Discovery of father's 40-year aff…
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FF5 #73 - McDonald v Labcorp Decision Part 1
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the LabCorp case, focusing on record-keeping fees. Plaintiffs argued fees should be $20-$25 per person per year, while the plan completed RFIs in 2017, 2019, and benchmarked in 2021 and 2022. The court found the process met the standard of care, though some argue a competitive bid pro…
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Strategic Giving, Estate Planning, and Fostering Lasting Legacies in Underserved Communities
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Welcome back to Don’t Retire… Graduate! In today’s episode, we dive into the intersection of estate planning, philanthropy, and building legacies—especially within underrepresented communities. I’m joined by the remarkable Shari Fleming, an estate planning attorney and philanthropic advisor whose passion for service, education, and bridging communi…
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From Gatekeeper to Guide: How Governance Professionals Are Shaping the Boardrooms of Tomorrow | Erika Eliasson-Norris, CEO Beyond Governance
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Send us a text Governance professionals are no longer the quiet scribes in the corner. Today, they are critical voices at the heart of boardroom decision-making. In this episode, Dr Sabine Dembkowski speaks with Erika Eliasson-Norris, CEO of Beyond Governance and author of The Secret Diary of a Company Secretary, to explore how the role has evolved…
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When Life Breaks You Open: A Financial Planner's Grief Story
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19:33
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Send us a text What happens when grief becomes not just an event but a lifelong journey that shapes your entire mission? Chris opens his heart in this deeply personal episode, revealing the profound losses that have defined his path. From the moment his mother was diagnosed with breast cancer in 1994 to becoming her caregiver through Alzheimer's, C…
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Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors
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In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers. Alex shares his unique journey from law to venture capital, his lessons as Chief Strategy Officer and COO at Q…
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Jenny Kiesewetter: Fiduciary Duty in Selecting Health Plan Providers
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Jenny Kiesewetter has more than 24 years of experience advising businesses in ERISA, employee benefits, compensation, fiduciary responsibility, and compliance matters. As a member of the firm’s Employee Benefits and Tax Practice in Nashville, she advises clients on all aspects of employee benefits and executive compensation, including qualified and…
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Inside the Battle for Life: Chemical Abortions and Challenges in the Post-Roe Christian Vote
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Jim Spiegel welcomes Jor-El Godsey, president of Heartbeat International, to discuss the sanctity of human life and ongoing challenges in the Post-Roe political landscape. They discuss the compelling philosophical arguments that point in the same direction as Scripture for a pro-life stance regardless of one’s religious leanings. Jor-El sheds light…
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Advice From Little Experts - what is something you would LOVE to do every day?
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Send us a text Welcome to this special episode of Shine On, where we explore Advice From Little Experts. We know that child’s voice is crucial to high quality early childhood education, so in this episode, we took some questions from educators and children, and asked our little experts for their input. You’ll hear a busy classroom in the background…
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Send us a text Markets continue to shift as we move through August. In this update, Mark covers the latest developments, what they could mean for your portfolio, and the factors to watch in the weeks ahead. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice OTHER RESOURCES: ✍️Kingd…
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AI Sovereignty & the Literacy Gap: Policy lessons from the frontlines with Jaxson Khan
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What if the biggest regret we’ll have in 10 years isn’t over-regulating AI, but failing to educate people about it? In this episode of Poets & Thinkers, we explore the intersection of AI policy, national sovereignty, and digital literacy with Jaxson Khan, a unique cross-sector leader who transitioned from startup founder to senior policy advisor fo…
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Wealth Management Invest: How MAI Capital Approaches Private Markets with Ben Sayer
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In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid asse…
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Is the Truth Behind the Economic Noise Just More Noise?
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What does it mean when the Fed meets and doesn’t do anything? When the Bureau of Economic Analysis says the economy grew 3.0% when it really didn’t? When the Bureau of Labor Statistics announces the labor markets are stronger than anyone believes they really are? When all official measures of inflation don’t seem to reflect the consumer’s reality? …
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FF5 #72 - Alternative Investments Executive Order
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the August 2025 Executive Order by President Trump on alternative investments in 401(k) plans. He references his article in 401(k) Specialist Magazine, Private Equity in 401(k) Plans: Policy Shift or Practical Reality? and the 90 North newsletter - Private Equity in 401(k) Plans: What…
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Empowering Female Advisors and Building Inclusive Firms with Lena Nebel
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Welcome back to Don’t Retire… Graduate! In today’s episode, I’m excited to bring you a very special installment from our “Diary of a Financial Advisor” series. We’re diving into the professional journey, passions, and perspectives of an inspiring leader in the financial world: Lena Nebel, CFP®. Lena is not only my business partner and dear friend, …
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From Advisor to Advocate: The Unexpected Side of Client Care
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Send us a text What happens when financial planning unexpectedly transforms into caregiving? This deeply personal episode explores the real-life experience of navigating the sandwich generation from a financial advisor's perspective. When my 20-year client—a man my father's age—was involved in a serious car accident, our carefully established estat…
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Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group
58:22
58:22
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In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market. Matthew shares his philosophy for sourcing and underwriting emer…
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Tom Kmak is the co-founder and Chief Executive Officer of Fiduciary Decisions (FDI, formerly Fiduciary Benchmarks). During his 16 years with the firm, FDI has become the industry’s leading firm for benchmarking retirement plans using a patented approach that recognizes the mathematical truth that “Fees Without Value is a Meaningless Comparison.” To…
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The One Big Beautiful Bill Act - What Does It All Mean? | Episode 175
17:15
17:15
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Send us a text The One Big Beautiful Bill Act has officially passed, bringing with it significant changes to tax policy, business incentives, and federal spending. In this episode of the Spend Life Well Show, Mark Trice offers a clear, insightful breakdown of what’s included in the legislation, what was left out, and, most importantly, how it may a…
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FF5 #71 The Devil is in the Details - Part 2
8:34
8:34
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In this episode of Friday Fiduciary Five, Eric Dyson discusses intricate details of retirement plan record-keeping fee structures, emphasizing the importance of understanding those details. He references a case where a plan with several hundred million dollars and thousands of participants decided to eliminate revenue sharing and conduct an advisor…
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Making Downsizing Manageable: How to Organize, Donate, and De-Stress Before Retirement
35:11
35:11
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Welcome back to Don’t Retire… Graduate! Today’s episode is all about conquering clutter, downsizing with dignity, and organizing your life for the next big transition—whether that’s retirement, a move, or simply refreshing your space for a more purpose-driven future. Joining me in the studio is Tara Donohue Rudo, founder of No More Piles, an organi…
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Steering the Shift: Board Leadership in Times of Transformation | Lan O'Connor, NED & Strategic Advisor
26:21
26:21
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Send us a text When organisations face a need for transformation, Boards must become catalysts for change. This requires specific behaviours so that Boards can successfully go beyond oversight to provide strategic leadership when it is needed most. In this podcast, Dr Sabine Dembkowski, Founder and Managing Partner, is joined by Lan O’Connor, a glo…
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Navigating Legal Mediation: A Financial Perspective
11:44
11:44
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Send us a text Ever received a legal threat and felt that knot in your stomach? Mediation might be the solution you never knew you needed. Drawing from three distinct experiences with legal mediation over two decades, I pull back the curtain on what really happens when legal disputes arise and how the financial implications affect everyone involved…
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Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital
41:20
41:20
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In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than three decades of experience managing institutional capital at Disney, Hewlett-Packard, Stanford Management …
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Nevin Adams: Default Income Solutions - Yea or Nay?
31:59
31:59
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Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less, but continues to keep his eye on developments in, and threats to, the nation’s private …
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Early childhood recommendations and what's next for the Shine On Podcast?
24:40
24:40
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Send us a text In this episode, Alex, Crystal and Sophie are recording together for the first time in over a year! We’ll catch you up on what’s next for the pod, what we’ve been up to and share some early childhood recommendations. We’ve got some exciting episodes planned which we are SURE you will love! Head over to our social media @shineon_podca…
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Colleen Warren: The Purpose and Benefits of Creativity
45:31
45:31
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Should everyone have a creative outlet? Our guest, professor and author Colleen Warren, believes it would benefit everyone to work the creative part of their brain. Dr. Warren explains how every person is gifted with creativity, reflecting the image of God. Jim and Colleen discuss the theology of creativity, it’s origins in the divine nature, quest…
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The Model Can’t Relate: A poet’s rebellion inside the AI machine with Danielle McClune
41:28
41:28
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What if the people building AI are so caught up in the rush to market that they’ve forgotten to ask the most important question: what does this mean for humanity? In this refreshingly honest episode, we explore the human side of artificial intelligence with Danielle McClune, a writer and poet who has spent the last years at the epicenter of AI deve…
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