Best Business Benchmark Group Podcasts (2025)

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Trials of a 1st Year Retiree 41:27

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1h ago41:27

41:27

The first year of retirement is one of life’s great paradigm shifts, and approaching it with a level of mindfulness is essential. Donna discusses the psychological hurdles that many face following their transition to retirement, and how to avoid getting tripped up. Also on MoneyTalk, how to reinforce financial goal-setting with young adults, and IR…

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TZL - Leadership and Optimism in Uncertain Times: Mark Zweig’s Bold Moves for AEC Growth 45:14

4d ago45:14

45:14

“ If you're going to be an entrepreneur and you're going to accomplish anything and you're going to grow your business in spite of a lot of negative things happening, you've got to be positive. So it's absolutely essential.” Mark Zweig Episode Summary: In this episode of The Zweig Letter Podcast, host Randy Wilburn sits down with Mark Zweig for a c…

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Business Entity Breakdown 42:07

6h ago42:07

42:07

How you choose to structure your business will have great bearing over how you are taxed, and how much liability you take on. Nathan discusses how each of the various types of business entities operate, how they differ, and why it is important to seek professional guidance when deciding which formation is right for you. Also on MoneyTalk, the diver…

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Benchmarking Your Retirement Readiness 42:23

6h ago42:23

42:23

One of the most common things new clients want to know is how their retirement assets measure up against their peers, and one of the first jobs of the advisor is to steer them away from this kind of thinking. Donna and Nathan discuss the process of assessing your financial health, and how to appropriately measure your progress. Also on MoneyTalk, i…

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90 Days to Fast-Track Your Dental Team's Performance 52:14

10h ago52:14

52:14

In this episode of The Thriving Dentist Show, Gary Takacs and Naren Arulrajah share how to fast-track your dental team's performance in just 90 days using a focused framework inspired by The 12-Week Year. Discover how short-term goals drive long-term success as Gary explains how to prioritize the right objectives, motivate your team through purpose…

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Ep. 73 - Ari and Danny Tokar: Inside Benchmark Mortgage’s Winning Approach 1:05:52

10h ago1:05:52

1:05:52

Emmanuel and Sarah welcome brothers Ari and Danny Tokar from Benchmark Mortgage for a real, behind-the-scenes look at what it takes to build a thriving mortgage business built on trust, communication, and consistency. The Tokar brothers share how their hospitality roots shaped their people-first approach, why they still prefer to take most applicat…

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Differences Between Marketing, Advertising and Sales 19:48

9h ago19:48

19:48

Spoiler alert, they are NOT the same! Liz and Tony chat about the differences between marketing, advertising and sales. This week, the discussion focuses not only on defining the tactics, but also how to effectively use them and in which order they should be implemented. Liz Hersh and Tony Vann are strategic communicators who practice marketing, pu…

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Can Money Buy Happiness? 42:15

10d ago42:15

42:15

The great Notorious B.I.G. once said, “Mo money, mo problems”, and while some of us may scoff at this as something only rich people say, it is true that many of the worlds wealthiest people do not consider themselves happy. Donna and Nathan discuss this and other lessons offered by writer, Ben Carlson, in his blog post, “17 Thoughts About Money”. A…

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Season 8, Episode 6: The Drive for Excellence: How Renault Group Mystery Shopping Leads the Way 27:13

11d ago27:13

27:13

Join Rob Rose as he shares recorded highlights from the Automotive Event hosted by Channel Performance in the UK entitled “Rev up your Revenues with Data Analytics”. At the event held at the Silverstone International Grand Prix Circuit, special guest Verity Mercer, Head of Customer Experience and Quality at Renault Group held a Q&A session alongsid…

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The Adjustable Rate Trap 41:08

26m ago41:08

41:08

With many homeowners now saddled with unsustainably high mortgage payments, some are looking to adjustable rate mortgages as an alternative, gambling on the prospect of lower rates coming down the pipe. Donna and Nathan discuss the flawed assumptions and risks behind this strategy. Also on MoneyTalk, the shift back to active bond funds, and Stock T…

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My Schedule is Weak. What should I do? 42:58

1d ago42:58

42:58

In this episode of the Thriving Dentist Show, Gary Takacs and Naren Arulrajah share real-world strategies to fix a weak dental schedule and keep your practice thriving all year long. Learn how to overcome slow months, reactivate hygiene patients, follow up on unscheduled treatment, and use same-day dentistry to fill your chairs fast. You'll also he…

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Is it Time For a CPA? 42:05

2d ago42:05

42:05

If you receive all of your income by W-2, most tax filing software will likely give you results similar to what you would get if you had filed through a CPA, but for 1099 employees or those with mixed income sources, having the guidance of a professional can make a world of difference. Nathan speaks with CPA, John Briggs, Founder of Incite Tax, abo…

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Social Security Mistakes to Avoid 41:46

2d ago41:46

41:46

You pay into the social security system your whole life, and when it’s finally time to claim your benefits, what should feel like a moment to celebrate often becomes a moment of confusion where the wrong decision can carry life long consequences. Donna and Nathan discuss mistakes people make with their social security benefits, and how to avoid the…

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Ep. 72 - How’s the South Florida Market Really Doing with Luxury Agent Reina Carioti 59:40

7d ago59:40

59:40

Emmanuel and Sarah sit down with Compass luxury agent Reina Carioti for a clear and real world look at what buyers and sellers are asking most often: how’s the market? They unpack why the answer depends on your price segment, how scripts fall short, and what a smart, educated response sounds like when rates, Fed meetings, and quick “head fakes” mov…

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Financial Prompting 42:17

3d ago42:17

42:17

AI chat bots have streamlined the information gathering process, but as with any model, their output is only as good as their input, so when it comes to personal finance questions, the wrong prompts can lead to costly mistakes. Donna walks us through the process of prompt engineering AI chat bots to assist with financial decision making, and what t…

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Crafting a Roth Conversion Strategy 41:57

10d ago41:57

41:57

A Roth conversion can be a great strategic tool for reducing overall tax burden, minimizing RMDs, and achieving certain estate planning goals, but only under very specific circumstances. Donna and Nathan run through the variables in the Roth conversion decision process, who benefits most, and the consequences of getting it wrong. Also on MoneyTalk,…

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Proceed at Your Own Risk 41:43

14d ago41:43

41:43

Great reward typically comes with an equal measure of risk, and investing is no different. Nathan discusses the various forms of investment risk, including: loss of principal, purchasing power, liquidity, geopolitical, currency risk, and more. Also on our MoneyTalk Moment in Financial History, we cover the story of May Day, when regulators removed …

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Estate Planning Failures 41:56

7d ago41:56

41:56

If you are one of the millions pof Americans who doesn’t have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate …

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What They Don’t Tell You About Retirement 41:50

18d ago41:50

41:50

Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the concept of retirement is still a relatively new idea. Donna and Nathan discuss retirement revelations outlined in Ben Carlson’s book, “Everything’s You Need to Know About Retirement”, including: how family history helps forge your money ha…

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The Dark Secret Dental Insurance Companies Don't Want You To Know 44:26

9d ago44:26

44:26

In this eye-opening episode of The Thriving Dentist Show, host Gary Takacs uncovers a shocking truth about dental insurance that most professionals aren't aware of — only 2.8% of patients with dental insurance use their full annual benefit. Gary explains why this matters, how insurance companies profit from unused benefits, and what steps dentists …

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Content Is King, No Matter How You Get There. 24:20

16d ago24:20

24:20

In a wild plot twist, Liz and Tony discuss the importance of engaging content. The two hosts chat about the creation of content, how it can help a brand tell stories and a change in heart by one of our hosts as they discover no matter how you slice it, content is always king. Liz Hersh and Tony Vann are strategic communicators who practice marketin…

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Governing Investor Behavior 41:50

25d ago41:50

41:50

We try to take a calculated approach to decision making with our money, but more often than not, those decisions are driven by emotions. Donna and Nathan use the framework of behavioral finance to explain the role the investment advisor can play in helping to offset some of our counterproductive tendencies. Also on MoneyTalk, Stock Trivia: Two Trut…

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Retirement Meeting Prep 41:35

18d ago41:35

41:35

What are your goals for retirement? What will your retirement expenses look like? Is your retirement income structured to keep up with inflation? These are just a few of the questions you will need to be ready to answer when first meeting with a financial advisor, and for many people, that may be the first time they’ve even thought about them. Donn…

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How AI is Transforming Dentistry with Dr. Wardah Inam, CEO of Overjet 45:48

27d ago45:48

45:48

In this episode of the Thriving Dentist Show, host Gary Takacs welcomes Dr. Wardah Inam, CEO and Co-Founder of Overjet, the global leader in AI-powered dental technology. Discover how artificial intelligence is transforming modern dentistry - from analyzing x-rays with remarkable precision to improving case acceptance, insurance verification, and c…

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Season 8, Episode 5: Employee Experience in Practise: Cracking the Code on Maximising Employee Participation with Mitre 10 31:24

27d ago31:24

31:24

Join Bhavna Sawnani as she explores a crucial aspect of employee experience surveys: driving high participation and engagement, in conversation with Chrystal Kennedy, Head of People Partnering at Mitre 10 New Zealand. Together, they unpack how Mitre 10 achieved exceptional participation rates across a highly operational and decentralised organisati…

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How to Retire Happy 41:48

27d ago41:48

41:48

When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement”, to discuss perspectives fr…

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Direct Indexing: Scaling Up Your Portfolio 41:31

27d ago41:31

41:31

While index funds have their benefits, customization has never been one of them, that is - until now. Donna and Nathan discuss how the technology behind direct indexing is allowing investors to design their own specialized portfolio to benchmark an index, while using sophisticated tax efficiency strategies unavailable with traditional index funds. …

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In Gold We Trusted 42:21

1M ago42:21

42:21

For over a century, gold wasn’t just a symbol of wealth—it was the backbone of the U.S. dollar. From the discovery of gold in California to the creation of the Federal Reserve and the dramatic shift under President Nixon, the gold standard shaped not only how America did business, but how it saw itself on the global stage. On this edition of our Mo…

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Weighing Your Interests 41:13

21d ago41:13

41:13

Being mortgage free is the dream for most homeowners, but even if you have the available cash to pay off your house, it may be a tough decision in a high savings rate environment. Donna and Nathan answer a MoneyTalk hotline question from a listener who is grappling with this very decision. Also on MoneyTalk, deciding whether to rent or buy, and Sto…

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Estate Planning: Laying the Foundation 40:47

21d ago40:47

40:47

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building o…

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Architecture With Heart: Carley Chastain on Equity, Community, and Global Inspiration 46:46

1M ago46:46

46:46

“Vernacular is what you do when you can’t afford to get it wrong.” Carley Chastain Episode Summary: This episode of The Zweig Letter Podcast, hosted by Randy Wilburn and joined by marketing co-host Luke Carothers, traces Carley Chastain's unique path through the architecture profession. Carley, an emerging architectural professional at Marlon Black…

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Common Denominators of Thriving Practices 48:32

24d ago48:32

48:32

In this powerful episode of The Thriving Dentist Show, Gary Takacs reveals the common traits shared by thriving dental practices. Drawing from over 45 years of coaching and consulting experience, Gary outlines the seven goals of a thriving practice—from achieving financial independence and reducing insurance dependence to strengthening leadership a…

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Retirement Fails 41:52

23d ago41:52

41:52

Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over…

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An Array of Tax Treatments 41:40

1M ago41:40

41:40

If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: so…

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The HSA: A Tax Unicorn 41:30

23d ago41:30

41:30

The Health Savings Account is a uniquely designed product combining some of the key tax benefits of both tax deductible and tax deferred accounts, so if your employer offers an HSA as part of your benefits package, you should strongly consider taking advantage if you qualify. Donna and Nathan discuss how to use the HSA to its full benefit. Also, on…

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Ep. 71 - From Cookies to Closings: A Sweet Return with Rachel Williams 1:03:21

30d ago1:03:21

1:03:21

We’re re-airing one of our favorite episodes featuring Rachel Williams—Compass agent, media personality, and former “Cookie Bandit.” Rachel takes us from her days as a cookie entrepreneur to her rise in the luxury Palm Beach real estate scene. With charm, humor, and sharp market insight, she shares how authenticity and storytelling shaped her brand…

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A Review of Changes in PR and Marketing 25:51

25d ago25:51

25:51

Liz and Tony take a deep dive into the evolution of the public relations and marketing industry as it relates to protocol, technology and user/client needs and wants. Liz Hersh and Tony Vann are strategic communicators who practice marketing, public relations, media relations and digital strategies. Learn more by visiting: http://www.DirtRoadPR.com…

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Our Economy in Perspective 40:57

1M ago40:57

40:57

We can all agree that we are in the midst of a challenging housing market, but it may surprise you to learn that the cost of a median priced home in ounces of gold today is the same as it was back in 2008. Donna and Nathan discuss how looking at the big economic picture can reframe our understanding of the real condition of a particular financial m…

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Season 8, Episode 4: The Shifting Dynamics of Customer Loyalty 29:20

1M ago29:20

29:20

Join Helen Bywater-Smith as she dives into the crucial aspect of customer Loyalty with Andrew Custage, Head of Research Insights at Medallia, and Jean Francois Damais, Global Chief Research Officer at Ipsos CX. Based on insight from the recent collaborative paper between Ipsos and Medallia, Beyond Transactions: The Shifting Dynamics of Customer Loy…

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Sharing the Wealth 40:57

29d ago40:57

40:57

For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex level of estate planning. Donna discusses estate planning considerations for those looking to begin the wealth transfer…

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How Patients Decide If You're the Right Dental Office in Seconds 44:37

1M ago44:37

44:37

In this episode of the Thriving Dentist Show, Gary Takacs and Naren Arulrajah reveal how patients decide within seconds whether your dental office is the right choice for them. Discover why attention spans are shrinking, how website design and trust cues shape first impressions, and which visual elements instantly turn browsers into booked patients…