A podcast made to help financial advisors make the most of their client’s charitable giving.
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Donor Advised Fund Podcasts
Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Philanthropy is a powerful tool that creates lasting change in the world. Hosted by Vanguard Charitable President Rebecca Moffett, the Value in Giving is a podcast that brings together leaders from nonprofit organizations and community foundations across the world of philanthropy. Learn more about the importance of giving, how nonprofits are responding to crises and addressing inequality, and how to take action now to support their efforts.
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Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
Joan Garry
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Joan Garry: Nonprofit Leader and former Executive Director of GLAAD helps fellow CEOs, Boards and Board Chairs, Fundraisers, and Nonprofit Marketers
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Subscribe to The ENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact. Formerly called The sgENGAGE Podcast.
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The First You Talk podcast is about taking complex problems that affect Central Floridians and guiding listeners to understand the issue in a digestible way and come out of each episode being better informed, experiencing an increase in empathy toward others, and the ability to discuss these difficult problems in a thoughtful way. Ready to up your knowledge game? Let's get started. Produced by Central Florida Foundation.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Nonprofit Vision with Gregory Nielsen presents informative and entertaining conversations spotlighting critical issues in nonprofit leadership and the visionaries who are addressing them. www.nielsenconsults.com
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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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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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Conversations with non-profit leaders.
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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...
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Welcome to "The Caring Advisor", I'm so glad you're here! I'm Elizabeth Brickman, "The Caring Advisor"! This podcast is for those who long to experience financial happiness God's way. I'm a former finance professional, credentialed in biblical finance. Ten years ago, I left private practice to write books, because I want all of us, not just those who sat at my desk, to develop an increasingly wonderful and holy relationship with money. We will talk about how to resist financial headwinds tha ...
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Check this channel often for timely discussions on topics that are top of mind for investors.
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Grow your wealth by working on your mindset and up leveling your game. Your thoughts about money have created your current financial net worth. Sadly, there are many physicians who are have earned a good income but have not built wealth. More and more physicians are becoming burned out as our health care system continues to change. Join the movement of physicians embarking on the journey to take matters in our own hands so we can continue to thrive. Tune in each week to learn more on how to ...
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Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whether for your own needs, the people you hold dear or the causes that you care about.
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Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
220
When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
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95. "Smart Generosity: IRA Moves & Donor Advised Fund Basics" with guest Robert Braglia.
21:16
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In today's episode, Elizabeth invites special guest and her brother Robert Braglia onto the show. Robert talks us through the practical steps of utilizing Donor Advised Funds to your advantage, as well as demystifying IRA conversions. Learn more about topics from today's episode in Elizabeth's new book, Wealth Blessed, now available for everyone! C…
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Harnessing the power of donor advised funds to maximize charitable giving, tax savings and estate planning with Shannon Coffey JD.
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Sitting down on Zoom during a recent episode of my Capital Fit podcast with Shannon Coffey, JD, President of the Southeast Region at The Signatry Donor Advised Fund Company, was an enlightening experience that opened my eyes to the transformative potential of strategic philanthropy. Our conversation delved into the remarkable capabilities of their …
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Episode 174: Donor-Advised Funds: A Smart Way to Give to Charity?
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In this episode of The Grow Your Wealthy Mindset, we dive into donor-advised funds (DAFs)—a powerful but often overlooked tool for charitable giving. You’ll learn: What a donor-advised fund is and how it works Why donating appreciated assets (like stock) may be smarter than giving cash The benefits and downsides of using a DAF How Fidelity, Schwab,…
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Should You Drain Your Emergency Fund? (And 4 Other Money Questions Keeping You Up) SB1750
1:10:43
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You've got questions. We've got two CFPs and a former planner ready to hash it out. Joe Saul-Sehy, OG, Doug, and CFP Anna Allem tackle the money decisions you're actually losing sleep over—and here's the thing: they don't always agree on the answer. That's the point. Should you drain your emergency fund to pay off debt? Is whole life insurance for …
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“Economic Update,” “Clear Path Health Plan: Cutting Through the Noise of Employer Health Benefits," and “What is On Your Mind? Answering More of your Questions”
49:00
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Join Jim Shoemaker, Rusty Leonard, and Scott Jordan as they dive into an Economic Update - What is going on in our Economy! Shannon Dyson will explain Clear Path Health Plan: Cutting Through the Noise of Employer Health Benefits. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering adv…
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What Lucky People Do Differently With Money (SB1749)
1:07:29
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Think some people just have all the luck? Think again. Joe, OG, Paula Pant (Afford Anything), and Chris Luger (Heavy Metal Money) break down what separates people who catch breaks from those who don't...and spoiler alert: it's not about being in the right place at the right time. It's about what you DO when opportunity shows up. And before that: ho…
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Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
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With Steve Davis, Founder & CEO, Madison & Elm Wealth Management Overview After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more control, flexibility, and the ability to serve clients his way. In this episode, Steve shares how he built a lean, focused, and highly efficient independent practice with LP…
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A Mini Update with Light Financial Housekeeping
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Elizabeth fills you in on a few updates, including the exciting announcement of the pre-release of Wealth Confident, the second issue of her four part book series! Wealth Confident Pre-Order: Visit the Publisher site End Game Press or for those with Prime memberships, pre-order on Amazon Prime For more resources from Elizabeth, be sure to visit her…
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Episode 177: The How of Happiness Committing to Your Goals
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As physicians, we’re no strangers to long-term goals. Many of us spent years—if not decades—pursuing the dream of becoming a doctor. That kind of deep, meaningful striving can bring great fulfillment—but what happens when we achieve that goal and still feel like something’s missing? In this episode, we explore how goals influence our happiness, why…
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How to Deliver the “WOW” in Everyday Life (with longtime former Royal Caribbean Chairman and CEO Richard Fain) SB1748
1:11:56
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You don’t have to command a cruise ship (or a boardroom) to lead with purpose. On this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug welcome Richard Fain, longtime chairman and former CEO of Royal Caribbean Group, for a conversation that’s not about corporate leadership… but about life leadership. Richard shares timel…
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Capital Fit & Xcellerant Ventures Presents an Unforgettable Evening at the Shufeldt hanger.
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On October 23rd, from 5 to 8 p.m., an extraordinary gathering will take place—a convergence of visionaries and trailblazers at our exclusive VIP hangar event. This isn't just another networking opportunity; it's a launchpad for the future. We're thrilled to showcase a lineup of groundbreaking startup companies, each poised to redefine their industr…
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The Hidden LTC Risk That Can Derail Your Plan (and How One Family Fixed It)
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Welcome back to Planning Reimagined, now reimagined for real-life stories, shorter episodes, and actionable insights. In this episode, Celeste Moya and Kris Stegall share the story of Philip and Danielle Lawson (names changed), a couple in their 40s who thought their planning boxes were checked… until they realized one major blind spot: long-term c…
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Send us a text In this episode of First You Talk: Navigating Generosity, we explore the endowment fund - how it works, considerations, and best practices. How does an endowment work? Is it really meant to last “forever”? What happens if the nonprofit selected for an endowment closes? What are best practices that can make the most of an endowed fund…
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Gold Prices Hit All-Time Highs (What's That Mean To Us?) SB1747
1:10:33
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When gold shines, so do the hot takes, and today, the Stacking Benjamins crew dives into what this record-breaking surge really means for your money. Joe Saul-Sehy, OG, and Neighbor Doug kick off the week with their signature Monday salute to our troops before digging into the glittering headlines: gold prices are hitting new highs… but does that m…
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Ep 238: Small Gifts, Big Impact: Building Sustainable Revenue from Everyday Donors (with Vivian Chang)
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People-powered fundraising isn't rocket-science, but it does take intention, bandwidth, and smart systems. Listen in as Vivian Chang shares how your grassroots, small-donor dollars can stabilize your revenue, build ambassadors for your organization, and align your funding with your mission.By Glennda Testone
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“Looking for the Right Person – Questions You Should Ask Your Advisor,” “Elder Care – Why is this so critical?" and “What is On Your Mind? Answering More of your Questions”
48:49
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Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they help you determine if you are- Looking for the right person? Questions you Should Ask Your Advisor. Rob Clement will dive into Elder Care. Why is This So Critical? "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering adviso…
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Matt's Markets on the Move Q3: October 2025
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Build a Confident Early Retirement Plan (Without Overthinking It) SB1746
1:13:33
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Who says you have to wait until 65 to clock out and start living your best life? On this episode of The Stacking Benjamins Show, Joe Saul-Sehy, Paula Pant (Afford Anything), OG, and special guest Sean Mullaney—author, CPA, and early retirement strategist—explore how to design a life that lets you walk away from the office sooner and happier. From t…
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“Get Ready - Medicare Open Enrollment Begins Soon,” Scam School-Artificial Intelligence and Scams,” and “Answering More of your Questions”
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Join Jim Shoemaker, Claire Greene, and Scott Jordan as they remind you that Medicare Open Enrollment begins soon. Learn what changes you can make and upcoming key deadlines. “Welcome to Scam School!” Daniel Irwin reminds us how scammers are using AI to deceive. Learn how to spot the signs! "Helping You Make the Most of Your Money” Jim Shoemaker, CF…
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Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
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With Adam Malamed—CEO, Sanctuary Wealth Hosted by Louis Diamond Overview Supportive independence has become one of the most dynamic segments of wealth management, offering advisors the freedom of independence with the scale and resources of a major firm. In this episode, the CEO of Sanctuary Wealth joins Louis Diamond to discuss Sanctuary 2.0: how …
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089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil
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The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from historic lows, making affordability a pressing issue, and discussions about the possible privatization of Fannie Mae and Freddie Mac are sparking new concer…
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Episode 176: Changes Coming to Catch-up Contributions to Retirement Accounts
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Are you age 50 or older and contributing extra to your 401(k), 403(b), or 457(b)? Big changes are coming to catch-up contributions that could affect your retirement planning—especially if you’re a high-income earner. In this episode of The Grow Your Wealthy Mindset, I break down the IRS’s final regulations on catch-up contributions under the SECURE…
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Build Wealth AND Community Using This Strategy (with Mel Dorman) SB1745
1:01:42
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By StackingBenjamins.com | Cumulus Podcast Network
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5 Life-Changing Money Lessons from Jonathan Clements (SB1744)
1:00:19
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What if the key to a richer life isn’t about chasing the next hot stock or grinding harder — but learning to master the timeless truths of money? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug pay tribute to legendary financial writer Jonathan Clements by revisiting five of his most impactful lessons. These are…
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The Missing Ingredients From Many Financial Plans (SB1743)
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If your financial plan feels more like a vague wishlist than a real roadmap, this episode is about to change that. Live from the basement of YouTube HQ, Joe Saul-Sehy, OG, Paula Pant (Afford Anything), and Jesse Cramer (Personal Finance for Long-Term Investors) roll up their sleeves and dig into the three most common — and costly — mistakes people …
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The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
46:44
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A Special Industry Update, With Jason Diamond and Mindy Diamond Overview From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye. In this special Industry Update, Jason and Mindy unpack the real playbook behind advisor transitions – the triggers, misconceptions, and timelines – plus …
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Episode 175: Redesigning Work to Fit Your Life
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As physicians, most of us start out following a traditional path: find a job posting, talk to recruiters, and take whatever positions are available in the places we want to live. But what if we thought differently about our careers? What if we created work arrangements that actually fit our lives, values, and goals? In this episode of The Grow Your…
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5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742
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Think your retirement plan is bulletproof? Think again. In this eye-opening episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by certified financial planner Jeremy Keil, CFP® to walk you through the steps to building a retirement plan that won’t crack under pressure. From mapping out your spending before you ev…
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The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
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With Shirl Penney—President and CEO, Dynasty Financial Partners, Hosted by Louis Diamond Overview The $129B OpenArc breakaway marks a watershed moment for wealth management. In this Rapid Reaction episode, Louis Diamond and Shirl Penney unpack what it means for the RIA model, advisors, and the future of industry competition. Listen in… > Download a…
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Does The American Dream REALLY Costs $5 Million? (SB1741)
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Think the American Dream is slipping out of reach? Think again. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug tackle one of the biggest financial questions of our time: how much does it really cost to live the life you want — and is it still possible? Spoiler alert: it is, but it takes more than a paycheck and…
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Ep 237: The AI Field Guide: A Playbook for Nonprofit Success with Darian Rodriguez Heyman and Cheryl Contee
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AI can feel overwhelming until you make it practical. Darian Rodriguez Heyman and Cheryle Contee join me to discuss their new tactical field guide, AI for Nonprofits. Discover how your organization can adopt AI responsibly and free your staff to do more human work.By Joan Garry
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“Forward Memphis: Ways to Build a Better and More Sustainable Future” “What is Going on in Today’s Market” and “Answering More of your Questions”
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Join Jim Shoemaker and Travis Moody as they share more about Forward Memphis, providing hands-on coaching, leading to a solution with a trusted, affordable, and a sustainable alternative to payday lending. They help to build a better, more scalable, and sustainable future. Daniel Brown shares news about What is going on in today’s market! "Helping …
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Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740
1:14:51
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What if tweaking just a few “knobs” in your 401(k) could mean the difference between retiring with confidence or wondering if you’ll ever stop working? In this spirited episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by three of our favorite money minds — Paula Pant from AffordAnything, Jesse Cramer from Pers…
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Episode 165: TD Smyers: Unlocking the Power of Open Source Board Recruiting
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Greg sits down with TD Smyers, CEO of BoardBuild, to explore the transformative potential of open source board recruiting. They dive into how nonprofits can leverage transparency, community networks, and data-driven strategies to build stronger, more diverse boards—ultimately driving greater impact for the organizations they serve.…
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Running It Back: What It Takes to Build a Multi-Billion-Dollar Firm—Twice
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With John Krambeer, Founder and CEO, Validus Capital Overview Few advisors build a multi-billion-dollar RIA. John Krambeer has done it twice. In this candid conversation, the Validus Capital CEO reflects on his journey, how independence has evolved, and the hard-won lessons that guide him now. Watch… Listen in… > Download a transcript of this episo…
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088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
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Losing a spouse is one of life’s most painful experiences, and in the midst of grief, surviving partners are often faced with overwhelming financial decisions. From settling estates to adjusting to changes in income, the process can feel like an impossible burden to carry alone. Without a plan in place, surviving spouses may find themselves vulnera…
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Fair, Transparent, Inclusive: The Pillars of Responsible AI
27:47
27:47
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In this podcast, Carrie Cobb, chief data and AI officer at Blackbaud and one of DataIQ’s 100 Most Influential People in Data, sits down fora powerful conversation on the foundational principles of responsible AI. As AI becomes increasingly embedded in the daily operations of social impact organizations, Carrie shares how fairness, transparency, and…
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94. "Your Unfinished Business: A Christ-Centered Checklist for Managing Your Financial Life"
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In light of recent events, Elizabeth explains at what it might look like to address some business left unfinished. If you're interested in learning more from Elizabeth, consider picking up a copy of her book Wealth Blessed. Click Here for more information. We hope this is a helpful resource for you. Never miss an episode of The Caring Advisor Podca…
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Work Less, Live More AND Perform Better at Your Job (SB1739)
1:19:55
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What if the secret to enjoying your job isn’t grinding harder but stepping back and rethinking how work fits into life? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug welcome special guest Shemin Nurmohamed to unpack the Paris Paradox: balancing work and leisure without sacrificing ambition. From cultural persp…
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Reflections from the Twilight Zone: Remembering Charlie Kirk and much more on Capital Fit
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In a world that often feels like a surreal tapestry of unpredictability and unrealities, finding the threads of meaning and direction can be a daunting endeavor. Last Wednesday, we were struck by the tragic and untimely loss of Charlie Kirk, a luminary whose impact transcended mere words. As I prepare to attend his Celebration of Life at the Cardin…
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Stop Making Simple Investing Mistakes With an Investment Policy Statement (SB1738)
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Ever make a money move in the heat of the moment and wish you could take it back? That’s exactly why a rock-solid Investment Policy Statement (IPS) might be your most underrated financial tool. In this episode, Joe Saul-Sehy, OG, and Neighbor Doug peel back the layers on IPSs—why they matter, how they save you from your own impulses, and the role t…
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“Smarter Ways to Give: What is a Donor Advised Fund?” “Your Money, Your Rules: Budgeting for the Life You Want” and “Answering More of your Questions”
48:51
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Join Jim Shoemaker, Len Hardison, and Scott Jordan as they discuss practical strategies for giving wisely and to make your giving go further. Cullen West shares his perspective on:” Your Money, Your Rules: Budgeting for the Life You Want” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative off…
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What Are YOU Worried About Financially? (LIVE From FinCon 2025) SB1737
1:08:17
1:08:17
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What happens when you throw a bunch of money nerds into one room, add microphones, and sprinkle in a little economic chaos? You get this live recording from FinCon in Portland, where Joe Saul-Sehy, Paula Pant, Jesse Cramer, and Matthew Tarr tackle today’s most pressing financial questions head-on—with plenty of laughs along the way. From housing he…
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A Night where Innovation and connections take flight at the Shufeldt hanger in the Scottsdale Airpark
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In an era where innovation is the driving force behind societal progress, we find ourselves at the cusp of a remarkable gathering that promises to ignite inspiration and foster groundbreaking collaborations. On October 23rd, I have the distinct pleasure of hosting an exclusive event at the John Schufelt private hangar, nestled within the vibrant Sc…
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Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
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With Mike Durbin, CEO of Cetera Financial Group Overview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podca…
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Episode 173: APR vs APY Explained: How Compounding Affects Interest
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When it comes to interest rates, not all percentages are created equal. In this episode, we break down the difference between APR (Annual Percentage Rate) and APY (Annual Percentage Yield)—two terms that may sound similar but can drastically affect how much you pay (or earn) over time. We’ll explore: Why lenders advertise APR while banks flaunt APY…
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