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Retire SMART Podcast

Retire SMART LLC

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Techfluential by Deloitte

Custom Content from WSJ

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How can influencing differently lead to new opportunities? Join Deloitte’s Lou DiLorenzo Jr. in conversation with the C-Suite leaders bringing business and technology together to transform organizations and drive strategic value.
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Sartorial Talks : The Podcast

Hugo Jacomet & Sonya Glyn

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Sartorial Talks is the premium channel on classic men's style and sartorial education on YouTube, featuring acclaimed international best-selling author Hugo "The Parisian Gentleman" Jacomet and Sonya Glyn, one of the most respected feminine voices in the men's style world.
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Make Life Happen

Capstone Planning

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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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The InspireCast Business Podcast is your leading source for real interviews and insights with leading customer experience and engagement experts featuring your co-host, Mirza Baig of Quadient. Each series of podcasts will feature a new real-life expert as co-host, so tune-in often to learn from top business leaders on challenges and best practices when it comes to managing your customers and the overall customer experience. #Business #Branding #Marketing
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On The Check-In we provide proof against negative stereotypes by discussing engaging topics that uplift our community through interviews of inspiring individuals with stories of rags to riches, defeat to victory and just down-right interesting stuff you’ll want to hear!
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Philip Pravda: A Legacy in Menswear, Reinvented for the Modern Era Philip Pravda, founder and CEO of SuitCafe.com, is a seasoned expert in luxury menswear with over 35 years of experience in the industry. Coming from a long line of clothiers spanning generations, Philip grew up immersed in the world of fine tailoring, learning firsthand from his father, grandfather, and great-grandfather. His expertise in luxury Italian fabrics, custom suiting, and high-end fashion retail has made him a reco ...
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Welcome to the C-Suite Sales & Marketing Perspectives podcast, a resource of the latest updates and insights in B2B growth strategies. Join us as we engage with CMOs, CEOs, and CROs at the forefront of innovation. Discover how these experts push boundaries, experiment with new approaches, and successfully implement cutting-edge strategies. Stay informed and ahead in the ever-evolving landscape of B2B sales and marketing with this show.
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The Weird Internet Podcast

Resident Internet Explorers

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Welcome to the Weird Internet Podcast, where hosts Jorrel, Chris, and Jandro explore the quirks of various internet communities. Have you had the urge to dump your life savings into GME? This is the right place for you. Do you enjoy dabbing on haters in your custom winter fox fur suit? Please take a seat - we've been expecting you. Ever found yourself getting hot and sweaty while thinking about becoming a human table? You're not alone. I'm a sturdy antique mahogany with 5 legs. So sit back, ...
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Meet the humans designing the future. Go behind the scenes to meet the people designing what's next in the world of products, services and experiences. Brought to you by frog, your global reinvention and experience partner. frog is part of Capgemini Invent. www.frog.co
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Hosted by Kelly Zugay of With Grace and Gold, The Brand It, Build It Podcast equips you to grow your creative small business with purpose and strategy. Since 2014, With Grace and Gold® has served small business owners, photographers, and wedding professionals through award-winning, elevated, luxury custom brand and web design services. Pursue custom brand and web design services or shop completely-customizable Showit website templates at: https://www.withgraceandgold.com
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Mundane Millionaires

Mundane Millionaires LLC

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There’s an entire generation of Americans who no longer care about prestige, titles, work travel, fancy offices and lunches. Mundane Millionaires is a podcast for this generation of small business owners who want to set their ego aside and focus on what matters — family, community, quality of life, and cash flows. In each episode, Eric Pacifici and Kevin Henderson uncover what it takes to get a little money in the bank, control your time, and invest in building great families and lives.
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Innovation Junkies

Innovation Junkie

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Each week, our innovation experts will share strategies and practices that will generate sustained results and long-lasting success in your organization. Our hosts, Jeff Amerine and Jeff Standridge bring over 50 years of combined enterprise and startup innovation expertise across multiple industries. Everything at Innovation Junkie revolves around helping you scale your business and inspire innovative disciplines and practices.
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In the Courtroom and the Boardroom

inthecourtroomandtheboardroom

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”In the Courtroom and the Boardroom” features trial attorney Colleen McKnight sharing insights on business law and litigation. The show provides practical legal knowledge for business owners and legal professionals, focusing on strategic approaches to business disputes and litigation.
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C-Suite Growth Talks

McKinsey & Company

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How do the most successful leaders balance immediate business demands with the long-term pursuit of growth? Join us for conversations with top executives about the challenges and opportunities faced on the road to sustainable and profitable growth.
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Tour Wynn Las Vegas and Encore while getting to know the people behind the experiences. At Wynn and Encore, we’re privileged to have two extraordinary resorts for you to enjoy. With close to 5,000 rooms and suites, 21 delicious restaurants, an array of designer boutiques, two full service spas and salons, sizzling pools, two incredible shows, an 18-hole golf course and ultra chic nightclubs and lounges, plan something truly unforgettable.
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Some Goodness

Richard Ellis

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Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
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Returns Unboxed

ReBound, a Reconomy company

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If you work in retail, you’ll understand what a challenge returns can be. Returns Unboxed by ReBound aims to help streamline what can be a logistical nightmare, while sharing our experiences of the good, bad and the downright ugly. We’re a leading omnichannel returns specialist with over 18 years of industry experience. That’s why we know that for every headache-inducing challenge there’s an unmissable opportunity to improve customer experience, reduce costs and get ahead of the curve. We’ve ...
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Hamid Poorsafar

Hamid Poorsafar

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Hamid Poorsafar is an architect and interior designer who works in New York, designing functional products with artistic value. He emphasizes functionality coupled with aesthetics and this means that he writes practical theories that suit a particular project. In all of his modern and traditional designs, Hamid borrows from the most diverse architectural styles in order to create custom places that are both personal and responsive to the locale. He works in different categories, such as publ ...
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CX Decoded is our semi-monthly podcast designed to deliver insight from leaders in the customer experience and marketing industries. Each episode is designed to help you better understand the customer experience and the value it can add to your customers' lives.
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Founded in 1998, NetSuite is the world's first cloud company. Our suite of business software is used globally by more than 42,000 customers. This podcast features interviews with the people behind the technology and stories from businesses using it every day.
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Radically Personal is a podcast for CX leaders who refuse to compromise. Hosted by Gladly founder Joseph Ansanelli, each episode explores how the world's most customer-centric brands are using AI to deliver both radically efficient operations and personal experiences. From scaling small teams or expanding enterprise-level efforts, we dive into the strategies, tools, and leadership philosophies shaping the future of CX.
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Welcome to the No Limits Selling Podcast, where top leaders share their most impactful WINS, LOSSES, and candid WTF moments. Dive deep into the world of real estate coaching, mindset coaching, and sales coaching. Discover how elite leaders persist when others falter, inspire teams to exceed expectations, cultivate a winning culture, and drive rapid revenue growth. For actionable advice and insights from industry-leading speakers, tune in and elevate your performance today. Learn more and unl ...
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SalesRepRadio

The MarComm Store Inc

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SalesRepRadio is a 10-minute shot of sales inspiration. Hosted by broadcast veteran, Dan Walker, SalesRepRadio features interviews with some of North America's most successful sales trainers, speakers and sales consultants, and spotlights the issues and solutions trending in the world of sales.
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Do you want to create a healthcare organization that strives for zero harm through principles-based leadership, Lean practices, and real-time, root-cause problem solving? We share conversations with Value Capture advisors, clients, and thought leaders, exploring how to create “habitual excellence” (a phrase coined by Value Capture’s founder Paul O’Neill) by engaging everybody in creating a culture of safety - and learning. Lead your teams to the theoretical limits of perfect for staff safety ...
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Beauty and the Biz

Catherine Maley, MBA

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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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Selling Made Easy

Charlie Scannella

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The Selling Made Easy Podcast will take you on a personal journey from my beginning days of selling men's clothing to becoming a highly successful salesperson for over 3 decades. Learn secrets of building strong internal and external relationships as it takes a team to become successful. Gather valuable insights on getting the corporate "gatekeepers" on your side to be sure you get access to decision makers when you need them. Join me on your favorite podcasting app as I will share my wins, ...
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The Integration Scoop Podcast

The Integration Scoop Podcast

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Want to stay current on how integration technology is the key to innovating your business? Integration Scoop is your answer. Discover key solutions and technologies that power SAP Business Technology Platform by listening in on conversations with partners, developers, and innovators across the SAP ecosystem. Get real-world stories and stats on topics like integration methodologies and best practices, and the power of connecting on-premises and cloud-based processes, services, applications, a ...
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Real conversations on leadership to help you grow! Are you looking to lead, serve and live with excellence by growing as a leader both professionally and personally? If so, this is for YOU! Hosted by: Randy Fox, Keynote Speaker/Leadership Coach/Author - Steven Allen Fox, Conductor/Music Entertainment Educator/Speaker
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AWS Podcast

Amazon Web Services

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The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
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Hi, I have a blue beard and I am in the tech world. I invite you to join me as I chat about all things tech that interest me. As a developer advocate for SAP I have a lot of insight into what's happening at SAP, specifically around our Cloud Platform, AWS partnership, container apps and lots of other cool stuff. I also love coffee, bourbon, and vinyl records. So expect some of that to get mixed in with the tech talk. While I am an employee of SAP the content shared here is mine and not SAP's ...
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Welcome to the DealMakers show, hosted by Alejandro Cremades. Alejandro is a serial entrepreneur, best-selling author, and cofounder at Panthera Advisors (M&A and fundraising advisory). On this podcast you will find weekly interviews with entrepreneurs that have been very successful at raising capital or getting their company acquired. You can learn more at https://alejandrocream.wpengine.com
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Calling all tech entrepreneurs on a quest for empowerment and success! Your journey just found a new compass in the vast sea of possibilities - the Tech Business Roundtable Podcast! Embark on a thrilling adventure with the Tech Business Roundtable (TBR) podcast, where we foster a dynamic global community that opens doors to limitless opportunities for tech entrepreneurs like you. Join us as we dive headfirst into enthralling discussions, extracting priceless insights from thought-provoking i ...
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Episode #250: Asmita Singh, Chief Marketing Officer at BARBRI Global, explains why the voice of the customer is the foundation of a durable go-to-market. She explains how trust is built on credible data, not cherry-picked claims. She shares how marketing can connect siloed insights across sales, product, and service. She also outlines how bottom-up…
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In this year-end review, David looks back on a milestone year for Retire Smart, marked by rapid growth, new team members, and nearly 1,000 households served. The conversation highlights the opening of the Lincoln office, expanded community partnerships, and deeper involvement with Husker Athletics. It’s a snapshot of how education, service, and pla…
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This year-end review episode of 'Some Goodness' delves into the significant business themes of 2025, including the dominance of AI, the importance of clear workflows, and the crucial role of consistent messaging. The episode compiles insights from various conversations with business leaders, including Ben Scoones, Chris Blocker, Chris Strammiello, …
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Whether you’re a ⁠designer⁠, a photographer, a coach, or a copywriter — the idea of quiet luxury isn’t just for fashion. It’s a branding principle that’s all about confidence, clarity, and consistency — and it can completely change how your business is perceived. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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🍇 Where Wine Takes You – Episode Highlights 🍷 In this episode of Where Wine Takes You, Adam sits down with Nate Hall, head winemaker at Jada Vineyard & Winery in the Willow Creek District of Paso Robles. Nate didn’t grow up in the wine world. He studied ecology and marine biology at Cal Poly, then taught high school and did environmental research b…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Catherine Maley, MBA talks about a much smarter way to think about growth in 2026 for your cosmetic practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherine M…
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What strategies should I look for from financial advisors who focus on retirees, rather than everyone else? Is there a good rule of thumb for how much of my IRA should be invested in safe investments at age 60? And what are stock options and how do I get compensated for them? David Brooks has answers to these questions in today’s Q&A episode.…
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We welcome back financial advisor, Brad Starken, who is here to talk about what’s been happening in the world of digital assets, including Bitcoin’s recent price swings and why volatility is part of the crypto space. They also discuss the growing role of stablecoins, how they could lower transaction costs, and what widespread adoption might mean fo…
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Episode Summary: In this tactical episode, Colleen McKnight outlines demand letters, tone calibration, and evidence gathering to resolve conflicts before filing. The discussion covers negotiation triggers, industry-specific risks, and advisor roles to balance prevention with litigation readiness. Key Timestamps: 00:01 - Show Introduction 00:30 - Gu…
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AI is transforming how work happens and redefining what it means to lead. Moderna’s Tracey Franklin, chief people and digital technology officer, and Heidrick & Struggles’ Katie Graham Shannon, global head of the Digital and Technology Officers Practice, discuss how organizations are uniting people, technology and strategy to build new capabilities…
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Today, David and Chip look at major political and economic changes happening around the world -- from leadership changes in Chile and Japan to what pro-growth policies could mean for the global debt problem. They also discuss the Fed’s latest interest rate decision, ongoing money printing, and why some former Fed officials are raising concerns abou…
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In this episode, Julia Viter, a sales leader with 15+ years of global experience, shares what it really takes to succeed in sales across Europe, the U.S., and Canada. Julia breaks down the key differences between selling in Europe, where language, culture, and legal frameworks vary widely, and the faster, more dynamic North American market. She exp…
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That small section at the very top of your site — the part people see before they scroll — holds way more power than we often realize. Let’s talk about why. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kelly Zugay⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠of ⁠⁠…
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In this episode, we explore major shifts impacting affluent families — from the rise of modern family offices to the growing need for fully coordinated, “under-one-roof” wealth planning. The discussion also dives into new Trump Accounts for children, the power of long-term compounding, and real-world tax pressures showing up today in places like Bo…
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After selling a 7-figure commercial property, I’m expecting a hefty tax bill; how should prepare for that? Should my husband, who is to retire next year, take the lump sum option or the pension? And as a 53-year-old construction business owner, should I get “Key Man” insurance? David Brooks has answers to these questions in today’s Q&A episode.…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Catherine Maley, MBA, author and renowned cosmetic practice business coach, explains why converting consults feels harder now. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your …
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Drew Fallon talks with Nick Allen and Dave Skaff, the founders of Geologie — about their journey building a personalized men’s skincare brand and ultimately selling it. They dig into the financial realities behind the business: balancing a capital-hungry DTC model, expanding SKU count from trial kits to full product lines, navigating the shift into…
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We welcome back elder law and estate planning attorney Colin Kastrick, and focus on how estate planning and long-term care strategies work together to protect families from costly spend-downs. The discussion covers proactive and crisis planning options, Medicaid-compliant tools, and how modern insurance innovations can help preserve assets and pass…
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Today’s conversation reflects on the importance of education, community involvement, and smart planning—highlighting everything from Social Security classes to a holiday giving initiative with the Open Door Mission. The discussion then turns to the Fed’s latest interest rate decision, labor market signals, and what potential leadership changes at t…
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Episode #451: Grainne Maycock, Chief Revenue Officer at Acolad Group, explains why deals lose momentum. She outlines how internal friction and misalignment quietly stall progress. She also shares how trust is built through transparency and consistent follow-through. She closes with practical ways to operationalize customer voice and communication. …
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In this episode of Some Goodness, host Richard Ellis engages with Chris Warren, an award-winning journalist and consulting principal, to explore the art and significance of storytelling in the business world. They discuss the challenges executives face with ineffective presentations and the importance of narrative discipline amidst overwhelming con…
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Kate Showalter has done what most CX leaders only dream about. She transformed customer service from a cost center into a revenue machine. In this candid conversation, the Crate & Barrel VP reveals how 30+ years of institutional knowledge became her superpower in the AI age. Discover how Showalter drove change in annual savings, her insider tips on…
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In this episode, Umar Hameed speaks with Matthew Hill about confidence as a learnable skill, not a personality trait. They break down the difference between inner confidence (being prepared, grounded, and calm) and outer confidence (how others experience you), and how leaders can help people perform beyond their own perceived limits. The conversati…
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Use The Showit Design Library to speed up your workflow! If you’re a business owner who feels capable, experienced, and committed — yet quietly overwhelmed — this message is for you. Many entrepreneurs assume that when growth feels harder, the solution is to do more: more content, more offers, more platforms, more effort. But in reality, sustainabl…
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Episode #249: Stephanie Pilon, Chief Marketing Officer at Singular, shares how her team exceeded revenue targets without relying on paid media. She explains why long sales cycles and niche ICPs reduce the effectiveness of paid channels in B2B. Stephanie also walks through data-backed decisions that drove a strategic shift away from ads. Her approac…
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Episode #248: Michelle Urdiales, CMO at LAM and a Member of the Regional Leadership Board at A.P. Moller - Maersk, explains how customer centricity must move beyond intention and become an operational strategy. She outlines how working backward from the customer shapes leadership decisions, prioritization, and long-term value creation. Michelle con…
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David and Chip break down global headlines shaping markets—from Switzerland’s rejection of a wealth tax to rising tensions in Venezuela. They dig into how policy shifts, regime changes, and Federal Reserve leadership could influence economic trends here at home. The conversation wraps with a look at why some believe AI and robotics may be key to ta…
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As a married 64-year-old, is it a bad idea to take money out of our IRA for a house downpayment? At 66, My wife thinks we need to be planning for a situation where I can’t work anymore, what should I do about my investments? And what are my retirement savings options if I never got a 401(k)? David Brooks has answers to these questions in today’s Q&…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Dominick Gadaleta, MD, tells his journey on how 2 young cosmetic surgeons built their Silicon Valley practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherine …
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In this episode, Drew Fallon sits down with Reese Wabara, founder of Manière De Voir, to unpack how he went from playing professional football to building one of the UK’s most disciplined and profitable fashion brands. Reese breaks down the evolution of MDV, how he’s navigated trend cycles, and the bold strategic pivots that protected margins and l…
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Episode Summary: In this essential episode, Colleen McKnight examines frequent triggers for vendor and customer litigation—payment delays, delivery failures, and conflicting terms. The discussion covers contract clarity, early warning signs, court resolutions, alternative dispute options, and preventive communication strategies. Key Timestamps: 00:…
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David welcomes back Candice Gregory from Open Door Mission to talk about the growing needs in our community during the holiday season. They discuss the rising demand for meals, shelter, and volunteer support, along with how programs like the Toy & Joy Shop and Christmas Bells are changing lives. It’s a powerful reminder of how far a small act of ge…
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Episode #247: Vitaly Bochkarev, Chief Marketing Officer at Звук, explains how companies can grow when traditional channels disappear and trust becomes the real competitive edge. He shares how deep partner integration, not surface-level collaboration, creates scalable customer value. Vitaly demonstrates how unified journeys, shared KPIs, and multi-l…
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In this episode, host NeAndre Broussard—founder and CEO of Black Menswear—sits down with actor Jimmy Akingbola to peel back the layers on his real-life foster care story, his journey from East London stages to Hollywood screens, and what it means to dare to dream when the odds are stacked against you. From earning £400 a week doing plays to becomin…
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David and Chip kick things off with Nebraska sports, leadership shake-ups, and the growing chaos of college football’s coaching carousel. They also dive into the mixed signals from this year’s Black Friday and Cyber Monday sales, plus why online shopping continues to reshape holiday retail. Finally, the discussion turns to Tesla’s sky-high valuatio…
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Brought to you by frog, a global creative consultancy. frog is part of Capgemini Invent. (https://www.frog.co) Find episode transcripts and relevant info (https://www.frog.co/designmind/design-mind-frogcast-ep-55-what-makes-a-product-great) Host/Writer: Elizabeth Wood, Editorial Director, frog Research & Story Support: Gareth Entwistle, Editorial M…
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As business owners, it’s natural to want to create more offers, reach more people, and solve more problems. But one of the most surprising lessons I’ve learned in more than a decade of business is this: Simplifying your offer suite often leads to more clarity, more momentum, and more sales. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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David breaks down Nvidia’s latest earnings and why alarming growth in receivables may signal deeper risks beneath the AI hype. He also explains Warren Buffett’s surprising investment in Google—and how emerging competition in AI chips could reshape the tech landscape. Finally, the conversation shifts to new IRS migration data showing which states ar…
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🍇 Where Wine Takes You – Episode Highlights 🍷 In this episode of Where Wine Takes You, Adam sits down with two winemakers that have stepped into new chapters: Aaron Hunt of Shadow Run Vineyards and Michael Barretto of Oso Libre Winery. The conversation uncorks harvest reflections, the transition from family stewardship to full ownership, and what i…
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Welcome to Episode #98 of Habitual Excellence, presented by Value Capture. In this inspiring episode, Geoff Webster, Chair of the Pittsburgh Futures Collaborative, and Ken Segel explore what it takes to create healthier, safer, and more thriving communities. Geoff shares how his public-health roots and community work taught him that real change beg…
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In this episode, Umar Hameed sits down with Jayc Ryder, international TV host, speaker, coach, NLP practitioner, and master storyteller, to explore what truly makes a communicator unforgettable. Jayc shares how he went from failing public speaking to realizing his voice could change people emotionally, mentally, and physically. He breaks down the r…
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To keep peace between my spouse and I, is it okay to pay off debt with money from my IRA? Should I take money from each of my IRA accounts for RMDs next year, or just one? And with 75% of my assets being rental properties and classic cars, should I sell some of them to give myself more liquid money to work with? David Brooks has answers to these qu…
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In this episode, Richard Ellis delves into the essentials of planning an engaging and effective Sales Kickoff Event (SKO). Despite many companies struggling to create high-impact SKOs, we share practical tips and best practices designed to capture attention and boost retention. The discussion covers the five critical Ps of SKO planning: Purpose, Pl…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Justin Yovino, MD, talks about his journey from struggling under employment to opening his booked out surgical practice in Beverly Hills. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always…
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Episode #246: Vidhya Srinivasan, Chief Marketing Officer at Prophix, explains why internal alignment is the most significant barrier to scale. She describes how cross-functional miscommunication creates friction, anxiety, and stalled execution. Vidhya shares how simple, repeatable processes and clear engagement models unlock growth. She closes with…
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David sits down with financial advisor Jacob Orand to break down the year-end charitable giving strategies that can still move the needle on your 2024 tax return. They unpack upcoming 2026 legislative changes, smarter ways to give—whether it’s $100 or $100,000—and key opportunities like donor-advised funds, SALT bunching, and qualified charitable d…
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