Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Asset Strategy Advisors Podcasts
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Podcasts Archives - Revere Asset Management
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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Revere Asset Management - Your Money
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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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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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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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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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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We all wish we could attain financial freedom, but the cards are stacked against you if you don’t understand how the wealthy invest. Most financial and tax advisors aren’t equipped to help their clients develop a wealthy mindset. The truth is the wealthy invest across multiple Super Asset Classes and layer these investments together to minimize taxes, create cash flow, and build assets. Anyone can use these strategies to grow their own wealth. In the Transformational Wealth Podcast, Marc Hen ...
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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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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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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Business Talks with Alaa Ezzeddine is a weekly podcast that explores the world of business, investments, and strategy. Every Friday Alaa dives into global market trends, startup growth, corporate leadership, and investment opportunities—sharing insights from years of international consulting and strategy work. Designed for entrepreneurs, executives, and anyone passionate about building and scaling businesses, this podcast blends practical advice with forward-looking strategies. From startups ...
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
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ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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The Cash Rich Exit Podcast
Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
698
Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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Conversations to help your business grow and thrive. It’s like having your own board of expert advisors in your pocket. The Business Behind Your Business is the go-to podcast for entrepreneurs, small business owners, and anyone looking for practical business ideas and strategies. Hosted by Paul Sweeney, each 15–30 minute episode dives behind the scenes of real businesses to uncover the challenges, solutions, and strategies that drive success. Whether you're exploring how to make money, launc ...
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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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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
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The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Capitalizing on tax receivable agreements is a long-term play. But you're patient. You understand that the bigger the problem you solve, the bigger the reward. And so you love overlooked investment niches. Welcome to TRAilblazing, brought to you by Parallaxes Capital, a leading alternative manager focused on tax receivable agreements (“TRAs”). This podcast is your go-to resource to understand what tax receivable agreements are and what the marketplace is about. Yes, tax receivable agreements ...
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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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Welcome to 10X Marketing where we talk about how to get more clients online, and how to multiply them into even more clients, so you can engineer the exponential growth you deserve. Hosted by Alex Khassa.
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Fund Flow is a podcast for Emerging Managers offering insights into the journey of new and aspiring fund managers seeking to have success in a crowded market. Tune in as McGuireWoods partner and host, Jon Finger, is joined by guests ranging from first-time fund managers to proven emerging managers, experienced LPs poised to back emerging managers, and other key participants in the emerging manager ecosystem. Hear their real-world perspectives and gain actionable tips to help inform your stra ...
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Retirement isn’t about more hustle—it’s about smarter alignment. Joe Murphy has the story.
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They grew up on mixtapes, weathered two market crashes, and now Gen X is staring down retirement with one eye on the future—and the other on the fine print. For those who’ve saved smartly, the next move isn’t grinding harder, it’s aligning strategically. How do you shift from being a saver to becoming a true steward of your wealth? That’s the conve…
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Do Dividend Stocks Benefit From Non-US Revenue?
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The revenue of US dividend stocks isn’t necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That’s due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Mornin…
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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595
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Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…
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Friday Short Edition: Why 2025 Is the Year to Invest in Assets, Not Just Savings
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In this Friday short edition of Business Talks with Alaa Ezzeddine, we dive into one of the most important questions for 2025: how can you make your money actually work for you? With inflation still hitting hard and traditional savings losing value, today’s episode explores smarter options—from investment-linked insurance plans and retirement accou…
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Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics
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Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey. • Exam…
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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
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With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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Special Edition Thursday – Citizenship by Investment: A Risk You Can’t Ignore in 2025
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In this Business Talks with Alaa Ezzedine special edition, we tackle a critical issue that agencies and consultants don’t want to talk about: the growing risks of citizenship by investment programs. While many firms continue to promote second passports from the Caribbean and beyond, recent moves by the EU’s LIBE Committee and other international re…
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Why Central Banking Is So Hard and Why Fed Independence Matters
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Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said…
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On this podcast, Paul Merriman dives into three big investor questions: Why would anyone add bonds to their portfolio—even in retirement? How has the Ultimate Buy and Hold Portfolio performed in 2025? And how much Small Cap Value should an investor add to VTSAX? Along the way, Paul explains why diversification and balance matter just as much as cha…
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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
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Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…
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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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Offshore Companies Explained ( Wednesday special edition )
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In this episode of Business Talks with Alaa Ezzeddine, we dive deep into the world of offshore companies. Learn how entrepreneurs and businesses use offshore structures for expansion, tax efficiency, and international operations. I break down the benefits, risks, and practical strategies to leverage offshore companies in 2025, all in clear, actiona…
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Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For L…
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Your money should reflect your values, not random social media advice
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Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another depending on their financial situation, risk tolerance, tax position, and time horizon. • Investing isn't one-siz…
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Retirement Planning, Fed Updates & Senior Living Insights
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Prepare for an engaging look at today’s markets and the evolving world of retirement living on this episode of Money Matters! Wes Moss and Jeff Lloyd unpack key economic signals before Wes sits down with senior living specialist Jen Franks to explore retirement care and housing options with clarity and practicality. Analyze how Jerome Powell’s dovi…
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EP328 Intentionality, Identity, and the Exit Journey
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What happens when your exit strategy is about more than just money? In this episode, host Colleen O’Connell-Campbell talks to April Harbottle, a highly experienced M&A advisor and business transition specialist. April has spent years helping small and mid sized business owners unlock the value of their companies and transition successfully, whether…
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What's the Tax Triangle and How to Find Out if Yours is Lopsided - 544
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You’ve heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax triangle of yours is lopsided? Joe and our special guest co-host, Marc Horner, CFP®, spitball on this quandary for Rae and Roy in Central California, toda…
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23 – Business Transitions, Tax Changes, and Retirement Moves: What Every Owner Must Know
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis is joined by fellow advisor Scott Preble and host Spike Spengel for a practical, behind-the-scenes look at the most pressing issues facing retirees and business owners right now. The team opens up about the realities of business succession—sharing stories of business p…
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#87: Roth Timing Explained: Quarterly Payments & Penalty Pitfalls
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Special Edition Monday – Offshore Banking and Global Business Strategy
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Welcome to a Special Edition Monday of Business Talks with Alaa Ezzeddine. While our podcast officially runs every Friday , I wanted to release this early edition to give you a powerful start with a topic that impacts businesses, entrepreneurs, and investors around the world: offshore banking. In this special episode, we break down:What offshore ba…
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Why the 4% Rule Might Be Failing Retirees
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Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be co…
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How to Win Again: Business Strategy Inspired by Sport
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If you’ve ever played a sport—and especially if you’ve tried to turn your sporting passion into a business—this episode is a must-listen. Paul Sweeney sits down with Pete Moore, founder of Integrity Square and the driving force behind the HALO sector (Health, Active Lifestyle, Outdoors). Pete has helped generate over $1.5 billion in transactions ac…
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Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk. In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack o…
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Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make.
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Joe Murphy kicks things off with a lighthearted look at retirement and why sometimes stepping away early is the smartest move you can make. With the theme “Retired early – because working late never suited me,” we explore the humor, wisdom, and life lessons that come from knowing when it’s time to trade the office clock for more freedom. It’s part …
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The Secret to Stress-Free Investing, Ep #262
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We all have some worries, those everyday anxieties that creep into our lives—money, kids, jobs, and adding more stress to your life in the form of an investment portfolio can seem like too much at times. So this week, I’m sharing how understanding one key financial theory can transform your approach to investing and seriously lower your stress. Thi…
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This Classic Investment Strategy Is Still Alive in 2025
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Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, an all-stock portfolio would have held up better. However, a historical d…
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The Parallels of Past and Present in Finance - Mark Higgins | #594
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Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…
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From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning
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Get ready to rethink retirement with Wes Moss and Christa DiBiase as they examine the realities of investing, financial security, and planning for a fulfilling future. This episode of the Retire Sooner Podcast delivers actionable insights, practical frameworks, and real-world examples to inform your retirement planning decisions. Hear a retirement …
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Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise
50:07
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With Ben Valore-Caplan, Founder of Syntrinsic Overview Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact and ESG investing, why he sold to IMA Financial Group, and more. Listen in… > Download a transcript of this episode……
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From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype. Topics covered: How U.S. stock markets are the most concentrated and most expensive of all time What constitutes a bubble and what sus…
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What Executives Retiring in The Next 5 Years Need to Know Now
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5:39
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If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement. In this episode of You & Your Money, WHZ Senior Partner, Chief Strategist Jim Zahansky shares the critical moves you need to make right now to maximize …
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100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more
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48:40
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48:40
Paul Merriman is looking ahead to the 2025 Bogleheads Conference (October 17–19), one of the premier gatherings for long-term investors. The lineup includes Vanguard CEO Salim Ramji, Christine Benz, Bill Bernstein, Rick Ferri, Alan Roth, Jim Dahle, and more. Paul will be there for all three days to connect with listeners, share new projects, and le…
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Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors
53:11
53:11
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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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Retirement Income under the OBBA: 9 Key Provisions Explained
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13:16
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Are you confused about the recently-passed One Big Beautiful Bill Act (OBBA) and what it means for you? You’re not alone. There is a lot to digest in the almost 900-page bill that was signed into law on July 4th. Of greatest concern seems to be the impact on Social Security income for retirees. So today I am going to break down the key measures aff…
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The Real Cost of Franchise Ownership
1:03:06
1:03:06
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Success in business depends on investing in people emotionally, personally, and financially—they don't appear out of thin air and aren't free. Measuring performance is the key to accelerating improvement and business growth. • Mark's journey from McDonald's crew member at age 14 to owning 18 franchise locations • McDonald's financial requirements: …
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Tracking Tariffs, Rising Costs, and Income Strategies for Investors
36:02
36:02
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36:02
Get plugged into the conversations shaping today’s markets and retirement strategies on the Money Matters Podcast with Wes Moss and Connor Miller. This week’s episode packs timely economic insights with practical planning concepts to help you approach financial decisions with clarity and confidence. Examine key economic signals ahead of the Federal…
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Can You Retire at Age 57 and Spend Big? - 543
38:58
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Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if you do plan to call it quits around age 57, and spend big early on? Should you convert retirement funds to tax-free Roth after you stop working? Joe Anderson CFP® and our special guest co-host, Marc Ho…
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22 - Is Your Portfolio Ready for the Next Big Change? Smart Strategies for Volatile Times
23:02
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis broadcasts from the Pacific Northwest and gets straight to the point about today’s market turbulence, interest rate swings, and the sometimes-confusing world of retirement income tools. Stewart and Spike Spengel break down what’s really happening in the markets, why co…
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#86: Consolidation Loans 101: Smart Strategy or Risky Move?
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning wi…
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Feeling Stuck? How to Break Through with Your Unique Leadership Style
32:42
32:42
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Are you feeling stuck in your business—like you're pushing a boulder uphill with no reward in sight? In this episode, business coach and leadership expert Liz Wolfe joins host Paul Sweeney to unpack why hard work isn’t always the answer, and how your leadership style might be the hidden culprit holding you back. With over 25 years of experience coa…
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The Financial Advisor Checklist: 8 Things They Should Be Doing
36:15
36:15
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Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and…
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