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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Affiliated Advisors Podcasts
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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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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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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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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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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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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I'm LJ Aviles and on this podcast we talk about the best ways and how to have success in your 9 to 5 job, online business, side hustle, and affiliate marketing. You can learn about how we can partner together to help You have an Automated Online Business starting Today at https://SuccessPartnerSystem.com NOTE: I am not a financial advisor. The content in this podcast is for information, education, and entertainment. There are risks involved when investing and running an online business.
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Welcome to The Velvet Rope Playbook, where stories of affluent marketing take center stage. Dive into the lives of fascinating characters, explore the opulent worlds they inhabit, and uncover lessons on exclusivity, influence, and the subtle strategies behind successful branding. Through tales brimming with wit, intrigue, and charm, Mark Satterfield offers insights into what truly resonates with the affluent. Whether you’re seeking inspiration, actionable advice, or simply a delightful escap ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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Daily Market Updates podcast from Faithward Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. T ...
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Oracle Corporation's Military Affiliated Veteran Employee Network - MAVEN. The MAVEN Podcast shines a spotlight on veteran-affiliated employees, activities, partners, and organizations that are making a difference by contributing to causes greater than themselves. We talk experiences, career readiness, military transition, and the many ways we may all continue the mission to serve.
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities. Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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The Financial Huddle | Real Money Conversations for Financial Literacy
Brian Minier, Ed Beemiller & Ryan Fleming | Keystone Financial Group
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We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, ...
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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On a mission to transform personal finance. Teaching people how to use money as a tool to increase their return on life. Have a question? We would love to answer it, email them to [email protected] Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Heritage Financial Advisory Group and Cambridge are ...
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The mission of Ticker Symbol: YOU is to help listeners form a coherent, data-driven vision of the future so they can identify their own investment thesis in it. To do so, this podcast covers ARK Invest's biggest ideas, publications, and stock picks. Alex provides opinions, commentary, and context around ARK Invest's research into disruptive innovation, advanced technologies, and stocks held in Cathie Wood's actively managed funds: ARKK, ARKG, ARKW, ARKF, ARKQ, and ARKX. Occasionally, the pod ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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If you're ready to turn your retirement dreams into reality, you're in the right place. Hosted by Cathy Mendell, CFF®, founder and president of Theia Financial, this podcast is designed to help accomplished women live a financially independent and fulfilling retirement. Cathy helps women nationwide build secure, flexible, and personalized retirement income plans. Tune in for expert insights on income planning, wealth management, tax strategies, asset protection, estate planning, and more! If ...
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Two for the money is a podcast hosted by Timothy Talbot and Josiah LeRoy. Join us as we discuss all things finance and educate yourself on tips to apply to your every day financial life. ................... Registered Representatives offer securities through Securities America, Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Custom Retirement Solutions, LLC and Securities America are separate companies. Josiah Leroy ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:[email protected]/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Haven Financial Group works to be sure you're getting through retirement while hanging on to more of your money. Larry kallevig is the Founder and CEO of Haven Financial Group and is here to help you better understand the things that affect your money in retirement. Things like rising health care costs, tax changes, inflation, and more. He also offers advice and understanding on investing, estate planning and all the pieces to your retirement puzzle. ----------------------------------- ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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The world's first podcast to be hosted by a Bored Ape, The Ape and Pony Show. The host of The Ape and Pony Show, Bored Ape #672, more affectionately known as B.P., is owned by the show's creator. B.P. was the 672nd member of the Bored Ape Yacht Club and is looking forward to sharing his journey into NFTs and the BAYC with listeners. This show explores world-class performers in the NFT space. We take deep dives with NFT investors and gamers, project creators, digital artists, founders, builde ...
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Hem Bhatt provides the basics as well as some advanced thinking over the episodes in this podcast series. And Hem is definitely someone people should to as he has built a career around understanding money, the role it plays in our lives and how to keep more of it to guard and secure our future. He has a bachelor’s in business administration in Accounting and Taxation, a master’s Certificate in Project Management, an LLQP and completed courses in Canadian Investment Funds and Branch Managemen ...
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Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. We’re on a mission to cut through the noise and provide level-headed, unbiased insights to help you retire better. Our show is unfiltered, unbiased, and real-talk about retirement planning to help you maximize your wealth and lifestyle. Join fee-only fiduciary Mike Lester, along with Kristen Charles to cut through the noise of retirement planning gossip. ➡ New Episode Tuesdays. ...
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Step into ”The Payback Pod,” where e-commerce execs like you come to get the lowdown on scaling up and cashing in. This is where the rubber meets the road in performance advertising, and where we turn challenges into checkmates. Join the conversation as we pull back the curtain on maximizing returns and pushing your digital empire to its limits. With our lineup of industry pros, marketing magicians, and e-commerce experts, you’re in for a treat. From data deep-dives to conversion tricks, thi ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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Misconceptions That Put Business Owners at Risk
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Owning a business can be one of the best wealth-building opportunities, but it also comes with unique challenges, especially when it’s time to think about retirement. Too many business owners assume their company alone will carry them through, but as Craig and Jennifer explain, that’s often a dangerous misconception. In this episode, they share com…
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Silent Persuasion: Let A Story Do the Selling
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There’s a guy in Sonoma named Barrett Shaw. If you know him, it’s probably through someone wealthy, discreet, and obsessive about detail. He designs wine labels. But not like you think. There’s no agency. No website. No packages. Barrett doesn’t talk about design principles or ROI. He doesn’t mention how many awards his clients have won. He never e…
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Pickleball, Fiduciary Duty, & Why Trust Matters in Finance
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Welcome back to The Financial Huddle! In this episode, Ryan, Ed, and Brian kick things off with the rise of pickleball, from neighborhood courts to Bainbridge Island’s Hall of Fame. But beyond the sport, pickleball serves as the perfect analogy for today’s topic: fiduciary duty. We break down: What it really means to be a fiduciary and why it matte…
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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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Can Money Buy You Happiness? Let’s Get Real
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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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56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
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The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America. Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner -…
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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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Four Big Financial Planning Mistakes Business Owners Make - Replay
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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 …
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Sticky Stories: How to Become Unforgettable to the Affluent
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There’s a guy in Naples named Carter Voss. Drives a vintage Defender. Orders iced espresso with lemon. Speaks three languages but only when he has to. Carter’s a private investment scout—he finds the off-market deals no one else knows about. Not the ones in press releases or pitch decks. The ones whispered over drinks in Montenegro or backgammon in…
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The Status Manuscript: How Writing a Book Opens Doors to the Wealthy
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At a dinner party in Napa—just 12 guests, two sommeliers, and one of those chefs who speaks in poetry—a man named Julian DeVere passed a signed copy of a book across the table. The title? Preserving Legacy: A Private Framework for Families of Wealth. No one at the table had heard of it. It wasn’t on the Times list. Didn’t trend on BookTok. Didn’t n…
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Vaulted Status: Why Security and Privacy Are the New Luxury Assets
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It wasn’t always like this. There was a time when the wealthy showed it all off—columns in society magazines, their names carved into museum wings, estates featured in Architectural Digest. But then the world changed. Suddenly, the most valuable asset wasn’t what they owned. It was what no one knew they owned. Today, privacy has become a luxury goo…
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The Art of Affluence: What Elite Art Advisors Know About Selling to the Ultra-Wealthy
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It starts with a knock on a townhouse door in Mayfair. No sign. No hours. No reception desk. Just a discrete assistant who already knows your name, your portfolio, and your preferences. Inside, there are no price tags. No salespeople. No sales pitch. Just walls of art. Quiet, powerful, museum-worthy pieces. Not there to be sold—there to be consider…
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As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Whether you're early in your career or approaching retirement, this discussion offers insights to consider as you plan ahead. Don't forget to subscribe for more content from GulfCoast Financial! For more…
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How to Speak Bougie: Understatement, Code-Switching, and Elegant Evasions
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If you’re trying too hard, you’re already out of the conversation. The bougie dialect isn’t about what you say—it’s about what you don’t say. Or better yet, what you say just ambiguously enough that only those in the know will catch it. Like a secret handshake made of syllables. This is the language of people who call their second home “the house u…
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Fed Independence: Cooking on the Grill for Labor Day Weekend
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In this week's episode, we discuss the latest economic and market news, including updates on unemployment claims, GDP growth, and inflation data. Our experts provide their insights and analysis on the implications of these and other economic developments, particularly the potential impact on the Federal Reserve's monetary policy decisions. We also …
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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The $300 Per Hour Workout: What Elite Fitness Instructors Know About Attracting the Wealthy
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There’s a private gym in Manhattan where you can’t walk in off the street. No sign on the door. No drop-in passes. No “first week free.” Inside? It looks like a Bond villain’s personal training lair. All black Technogym equipment. Cold-pressed juice in the fridge. And a wall of mahogany lockers with small brass plaques: each engraved with a client’…
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Elder Law Insights from Attorney Miles Hurley
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Planning for your golden years without considering elder law is like building a house without a roof – leaving you exposed when storms hit. Attorney Miles Hurley, one of only twelve certified elder law attorneys in Georgia, reveals the crucial differences between basic estate planning and comprehensive elder law on this eye-opening episode of Retir…
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Digital Dating: What Raya Teaches Us About Selling to the Select Few
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You probably know someone who’s on Raya. You just don’t know they’re on Raya. Because no one talks about it. Not if they want to stay inside. It’s the dating app that isn’t about dating. It’s not about swiping. And it’s definitely not about availability. It’s about access. Exclusivity. Proximity to status. And for those of us who work with or want …
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Marriage and Money: Navigating Finances with Your Other Half - Part 1 | Episode 177
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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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Taming Uncertainty - What’s Knowable, What’s Random, and How to Navigate Both
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Uncertainty is a constant in life—and especially in our financial lives. But not all uncertainty is created equal. Some arises from missing information we could know. Other times, the outcome is simply unknowable—or truly random. In this episode of The Behavioral Divide, UCLA Professor Hal Hershfield talks with decision science expert Professor Cra…
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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome back legendary investor Cliff Asness, Co-Founding Partner, Managing Principal, and Chief Investment Officer of AQR Capital Management. From market bubbles and speculative manias to AI-driven strategies and even …
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How SDLI Can Provide Flexibility - Replay
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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…
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The Trust Trigger: How to Build Instant Credibility with the Wealthy
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There’s a man in Sea Island who goes by the name Walter “Suitcase” Grant. He’s not a lawyer. Not a banker. Not a real estate guy. But when a billionaire’s wife needs a museum director on the phone by dinner, or a private jet needs to land in Nassau without paperwork— Walter’s the one they call. Now Walter doesn’t talk much about what he does. But p…
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BEST OFFERLAB BONUSES: GET $10,000+ IN BONUSES AND DONE FOR YOU AFFILIATE FUNNEL: OFFERLAB REVIEW
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🔴 Join Offer Lab and Get My $10,0000+ Bonuses Here: ▶️ http://thevipsystem.com/offerlab ############################################ 🔥Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtu.be/HUpgB6kUvVU 🤝 Work With Me Free Webclass on How I Made over $10,000 in 30 Days: ▶️ https://SuccessPartnerSystem.com/class 🔗 Links, Resour…
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The Invisible Close: How to Sell Without Sounding Like a Salesperson
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Let me tell you about a woman I met at a gallery opening in Beverly Hills. She had a name like “Charlotte” or “Camille”... Chanel flats, Hermès cuff, and the kind of bone structure that makes you assume her parents have a private chef. We were talking about a sculpture—nothing big, just an bronze starting at $175,000—and I casually asked what she d…
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The Suit That Said Everything: Selling to the Wealthy Without Saying a Word
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It started with a handshake in a suite at the Park Hyatt Tokyo. Not a boardroom. Not a pitch meeting. Just a quiet moment between two men who knew how the game was played. The buyer was a soft-spoken Singaporean financier. He barely said ten words the entire meeting. But when he stood, looked in the mirror, and buttoned the jacket of the navy three…
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Bougie Dress Code: Looking Effortless Takes Effort
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Let’s start with a truth nobody wants to say out loud: Looking this “relaxed” is a full-time job. The bougie wardrobe is a masterpiece of contradiction. It whispers “I just threw this on” while screaming “I spent $480 on this sweater and I don’t even want to talk about it.” It’s not flashy. It’s not tight. It doesn’t beg for attention. It assumes i…
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Market volatility can feel unsettling, especially when you’re thinking about your retirement savings. In this video, we break down what market ups and downs really mean in the context of long-term retirement planning, exploring the factors that drive volatility and how it can impact different types of investments. We’ll discuss strategies for maint…
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Join your host, Laura Johnson, as she inspires you to review your taxes in August—not waiting until April! Discover how checking your financial path early can help you make smart money moves instead of giving it all to the IRS. Laura shares powerful tools, including some from the IRS, to empower your planning. She takes you on the journey to retire…
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Bougie Defined: From Bourgeoisie to Bottle Service
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Let’s start with the obvious question: What does “bougie” even mean anymore? Once upon a time—say, in Marxist textbooks and 1990s grad school syllabi—“bourgeoisie” referred to the capitalist class. People who owned property, managed factories, and wore neckties to dinner. But over time, the word evolved. It slipped off the pages of political theory…
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Fire in the (Jackson) Hole: Powell’s New Outlook Amid Ongoing Fed Turmoil
23:46
23:46
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In this week's episode, our experts review the now-stale minutes from July’s Federal Open Market Committee (FOMC) meeting, Fed Chairman Jerome Powell’s new dovishness from the Jackson Hole Economic Symposium, and what to look out for in the coming weeks as we near the end of a notable summer. Speakers: Brian Pietrangelo, Managing Director of Invest…
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing va…
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Velvet Escalators: What High-End Department Stores Know About Selling to the Wealthy
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Walk into Bergdorf Goodman on a Tuesday afternoon and you’ll notice something strange. It’s quiet. Not dead. Not empty. Just… hushed. The kind of hush you only find in a cathedral, a private club, or a penthouse suite. You don’t see price tags dangling. You don’t hear salespeople shouting deals. And you certainly don’t see crowded racks or endcaps …
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We tackle the often-overlooked issue of retirement tax liability and explore strategies to create tax-free income streams for a potentially more secure financial future. • Understanding the "mortgage" on qualified plans (401(k)s, IRAs) where the IRS owns an unknown percentage of your savings • The current "tax sale" has been extended but will event…
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Could you be wealthier than you think once all your accounts and assets are tallied? In this episode, Craig and Jennifer explore the surprising ways your financial standing might be stronger than you realize. But first, they kick things off with a mid-year business owner checklist, covering everything from retirement plan reviews to tax strategies,…
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The $1,200 Blowout: What Elite Hair Stylists Teach Us About Selling to the Wealthy
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7:25
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There’s a chair in Beverly Hills that’s booked six months in advance. Not for surgery. Not for legal counsel. But for a haircut. Just a simple trim—if you believe the receipt—though it’ll run you close to $1,200. The stylist? Quiet. Impeccably dressed. Minimal Instagram footprint. The clientele? Movie stars, billionaires’ wives, diplomats, and two …
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Can I Retire? Breaking Down the #1 Financial Question
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24:19
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When clients sit down with us, one question comes up more than any other: “When can I retire?” In this episode of The Financial Huddle, we dive deep into the realities behind that question—why so many Americans don’t know their retirement number, why living longer makes planning more complex, and why early retirement often isn’t a choice. Ryan also…
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55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
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"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…
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The Fed Has an Inflation Problem (Ep. 149)
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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market moves, the outlook for rate cuts, and what the data is really telling us about inflation and growth. From cooling economic numbers to investor sentiment, this week’s conversation highlights …
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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 …
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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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The Curiosity Trigger: How Story Turns Skepticism Into Buy-In
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In Montecito, there’s a guy they call Spencer Wren. He doesn’t advertise. Doesn’t network. Doesn’t even have a business card. But somehow, he’s the one handling art acquisitions for half the hedge fund managers on the West Coast. If there’s a Rothko in a private vault or a Brâncuși about to go on the market—Spencer already knows. Now Spencer doesn’…
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The Registry Effect: How duPont Sells Dreams Without Saying a Word
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There’s a reason the duPont Registry has been on the coffee tables of the wealthy for decades—right next to the Robb Report and a bottle of Dalmore 25. But it’s not just because it shows off Ferraris, Gulfstreams, and waterfront estates. It’s because it knows how to do one thing better than almost anyone: Turn material objects into status validatio…
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The Forum Illusion: What the Rich Really Buy—and How to Sell It Without Selling
8:11
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If you’ve walked through the Forum Shops at Caesars Palace, you already know: This isn’t a shopping mall. It’s a performance. Marble statues. Faux daylight skies. The soft clink of coins hitting fountains. It’s over-the-top—and totally intentional. Because at the high end, the wealthy aren’t just buying things. They’re buying context. And that’s ex…
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Let’s set the scene. A Sunday morning. A reclaimed wood coffee table. A eucalyptus candle burning softly in the background. A linen robe. A half-read copy of Robb Report. There’s a pour-over in progress and a ceramic bowl of something called “buckwheat porridge” that looks suspiciously like oatmeal. Congratulations. You’ve entered the bougie habita…
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As retirement approaches—or if you’re already there—it’s a good time to revisit the fundamentals of your finances. In this video, we take a fresh look at core money management skills, from budgeting and tracking expenses to managing withdrawals, understanding taxes, and keeping investments in line with your goals. We’ll explore how small adjustment…
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Let’s get something straight from the beginning: This is not a podcast about wealth. It’s about something far more slippery and strategic. This is a podcast about bougie culture—that curated, elevated, quietly competitive space between “making it” and “looking like you did.” The world of oat milk snobs and natural wine evangelists. Of couples with …
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The Virtuoso Effect: How Curated Access Creates Automatic Trust With the Wealthy
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There’s a name you may not know— But in ultra-wealthy circles, it opens doors few even know exist: Virtuoso. No billboards. No influencers. No splashy ad campaigns. But behind the scenes? They’re the ones booking the unbookable. Holding the penthouse when it’s “sold out.” Engineering once-in-a-lifetime travel for the people who don’t post about it.…
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