The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
…
continue reading
Financial Advisors Podcasts
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
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
…
continue reading
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
…
continue reading
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 ...
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
69
177
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
…
continue reading
Podcast by SYM Financial Advisors
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
…
continue reading
Tracking the future of technology and how it impacts humanity. Named by Fortune as one of the “World’s 50 Greatest Leaders,” Peter H. Diamandis, MD, is a founder, investor, advisor, and best-selling author. Join Peter on his mission to uplift humanity through technology. Follow Peter on X - https://x.com/PeterDiamandis
…
continue reading
Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
…
continue reading
NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
…
continue reading
Invest for a Sustainable Future
…
continue reading
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
…
continue reading
Invest for a Sustainable Future
…
continue reading
The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
…
continue reading
This is NAIFA's Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
…
continue reading
Thoughts and interviews from the financial advice industry!
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
…
continue reading
Financial Forecast is a show that covers every aspect of financial wellness. It's hosted by Lindsi Wilson and features Financial Expert, Byron Armstrong. From the basics, to tax preparation, to budgeting and investments, we cover it all. We want you to feel prepared and comfortable making the most of your money. Contact Byron for financial guidance at [email protected] or (210) 557-8239
…
continue reading
A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
…
continue reading
Welcome to the AJ Osborne Podcast. Twice a month, I’ll sit down with guests or fly solo to share incredible stories, give my take on today’s economy, and show you how to build wealth the right way. We bring high-value guests - solely for the purpose of long-form, high-impact discussions. By working together, we can build a better future for ourselves and our families. Find our video podcast on YouTube: https://www.youtube.com/playlist?list=PLoaCszL7eN9T7EixaJgL49WTLsT-CWLD1
…
continue reading
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
…
continue reading
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
…
continue reading
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
…
continue reading
Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
…
continue reading
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
…
continue reading
"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
…
continue reading
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
…
continue reading
The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
…
continue reading
Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
…
continue reading
Welcome to The Gray Divorce Podcast. Join Divorce Financial Advisor and Retirement Planning Counsellor Andrew Hatherley and guest experts as they help late life divorcees build the financial foundation for a meaningful life after divorce. There is life after divorce!
…
continue reading
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
…
continue reading
51
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
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.
…
continue reading
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
…
continue reading
104
Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
026
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
…
continue reading
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
…
continue reading
1
“My Financial Advisor Told Us To Take Out A HELOC For A Tax Write-Off”
2:18:26
2:18:26
Play later
Play later
Lists
Like
Liked
2:18:26
🤔 Think you’re good with money? Take our Money in America quiz! Ken Coleman and Rachel Cruze answer your questions and discuss: "My financial advisor is telling me to take out a HELOC" "My kids keep breaking things and it's getting expensive, should I start making them pay for it?" "How do we navigate ou…
…
continue reading
1
The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
50:22
50:22
Play later
Play later
Lists
Like
Liked
50:22
Overview Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable explores the real fears, challenges, and opportunities of transition, and what advisors wish they’d known before making the leap. Listen in… > Download a trans…
…
continue reading
1
How AI Can Give Financial Advisors Back 500 Hours a Year
30:11
30:11
Play later
Play later
Lists
Like
Liked
30:11
For more tips and strategies to grow your practice by working with more doctor clients: Visit Engaging Doctors and sign up to get weekly tips. Follow us on Facebook. Follow us on Youtube. Follow us on LinkedinBy Dr. Vicki Rackner
…
continue reading
Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
…
continue reading
1
Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel valued, supported, and empowered to grow. This episode explores how intentional talent development and leadership coaching can help firms build thrivin…
…
continue reading
1
Financial Advisors React to Money Advice with Humphrey Yang
25:33
25:33
Play later
Play later
Lists
Like
Liked
25:33
Viral clips make big promises...so we brought Humphrey Yang to test them. We unpack the “drop to the 12% bracket” myth, rent vs buy math, why being frugal scales (even for LeBron), the ETF overlap trap, and the market timing that works. Practical steps, zero fluff. Jump start your journey with our FREE financial resources…
…
continue reading
1
Cracking the Code of Team Performance with Ray Kelly
22:42
22:42
Play later
Play later
Lists
Like
Liked
22:42
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into The post Cracking the Code of…
…
continue reading
1
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
1
Does Your Company Retirement Plan Stack Up? – Part 1
16:21
16:21
Play later
Play later
Lists
Like
Liked
16:21
In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it's made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conve…
…
continue reading
1
How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263
54:43
54:43
Play later
Play later
Lists
Like
Liked
54:43
Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how …
…
continue reading
1
Can Financial Advisors Really Trust Generative AI?
32:36
32:36
Play later
Play later
Lists
Like
Liked
32:36
Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your Practice? 18:09 – Data Is the New Asset Class: 22:19 – Trust, Credibility & the Human Factor: 27:11 – The Future of Work in Financial Services: 31:05 – Final Thoughts: Trust But Verify: Learn m…
…
continue reading
I think now is the time for a financial advisor. How do I find the right one? Have a money question? Email us here Subscribe to …
…
continue reading
1
Navigating Economic Uncertainty and the Evolving Financial Services Industry With Jamie Hopkins
45:48
45:48
Play later
Play later
Lists
Like
Liked
45:48
Jamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has contribute…
…
continue reading
1
Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families
39:35
39:35
Play later
Play later
Lists
Like
Liked
39:35
Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the o…
…
continue reading
1
Markets, Fears & AI: What's Driving Today's Rally?
28:51
28:51
Play later
Play later
Lists
Like
Liked
28:51
In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. …
…
continue reading
A lively Friday Q&A episode tackling listener questions about FSAs vs. 401(k) contributions, BND vs. BKAG bond funds, intermediate-term bonds vs. CD ladders, Avantis fund-of-funds fees and structure, and the financial implications of New York City’s newly elected socialist mayor. The show blends practical investing guidance with jokes about annuity…
…
continue reading
1
Josh Itzoe, Nate Moody, Grant Ellis
1:12:58
1:12:58
Play later
Play later
Lists
Like
Liked
1:12:58
A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.By Retireholics
…
continue reading
Worried about a potential downturn? You’re not alone — and the latest data from major fund managers, market movements, and big-name investors shows 4 major yellow flags that every retirement investor should be watching. In this week’s Fastest Four Minutes in Finance, we break down what’s really happening beneath the market’s surface and why now is …
…
continue reading
1
Fear in the Public Markets: How to React During Times of Market Tension | AWM Insights #228
12:36
12:36
Play later
Play later
Lists
Like
Liked
12:36
In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest volatility in global markets and discuss what it really means for investor portfolios. Together, they explore the key forces driving market swings—from sticky inflation and central bank policies to shifting sentiment around t…
…
continue reading
1
3 Signs Your Friends Are Secretly Broke (By Age)
34:11
34:11
Play later
Play later
Lists
Like
Liked
34:11
Your friends might look rich on social media, but what’s really happening behind the scenes? We walk through the visual, behavioral, and mindset signs of being secretly broke (in your 20s, 30s, 40s, and 50s) and contrast them with the habits of people who are quietly building real wealth. Jump start your journey with our FREE…
…
continue reading
1
11.21.25 Clark Answers His Critics on Clark Stinks / Auto Theft: Is Your Car A Target?
28:21
28:21
Play later
Play later
Lists
Like
Liked
28:21
Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, auto thefts are down, but some vehicles are bigger targets for theft than others - and they’re probably not the models you’d expect. Do you have a car that is more likely to be stolen? Clark Stinks: Segments 1 & 2 Prevent Auto…
…
continue reading
1
Tax-Loss Harvesting Isn’t Just for Downturns. Here’s Why
15:47
15:47
Play later
Play later
Lists
Like
Liked
15:47
Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years (even after 2022’s down market). That said, some stock sectors have performed significantly better than others, and performance can vary widely even within a sector.…
…
continue reading
1
Mailbag with Beth Pinsker: RMDs, Medical Bills, and Family Loans
21:56
21:56
Play later
Play later
Lists
Like
Liked
21:56
In this Mailbag, Jean is joined by financial planner and author of My Mother's Money, Beth Pinsker, to answer your real-life questions about caregiving, estate planning, and financial decision-making for aging parents. Whether you’re currently managing someone else’s money or prepping your own, this episode is packed with compassionate, practical a…
…
continue reading
1
A Simple, Tax-Smart Account for Charitable Giving
27:05
27:05
Play later
Play later
Lists
Like
Liked
27:05
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener. To break it all down, we're joined by Fred Kaynor from DAFgiving360. The mission of DAFgiving360 is to increase chari…
…
continue reading
1
How to Actually Use Money Apps the Right Way (According to FinTech Pros) SB1764
1:14:50
1:14:50
Play later
Play later
Lists
Like
Liked
1:14:50
What if you could sit down with the people actually building the future of personal finance and just... ask them everything? That's exactly what happens in this episode. Joe Saul-Sehy gathers three FinTech insiders around the basement table—Peter Polson (founder, Tiller), Aaron Froug (founder, Grifin), and Ryan Ruff (longtime FinTech pro, Array)—fo…
…
continue reading
Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.…
…
continue reading
1
AI Roundtable: What Everyone Missed About Gemini 3 w/ Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #209
1:32:16
1:32:16
Play later
Play later
Lists
Like
Liked
1:32:16
If you want us to build a MOONSHOT Summit, email my team: [email protected] Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My compani…
…
continue reading
1
The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment
34:13
34:13
Play later
Play later
Lists
Like
Liked
34:13
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good f…
…
continue reading
You and Tom spend this episode unpacking a surprisingly liberating idea for investors: that average is good enough. Kicking off with your own story about a two-star podcast rating, you two stumble into a bigger truth—most people are chasing a level of portfolio perfection that doesn’t matter. Christine Benz’s Morningstar piece becomes the backbone …
…
continue reading
1
Heather Robison: Success in a Small Town | Next Gen
18:23
18:23
Play later
Play later
Lists
Like
Liked
18:23
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
…
continue reading
With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN control? Let's discuss some ways that people sabotage their own financial health… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526…
…
continue reading
1
36. How I Predict the Outcome of (Almost) Every Investment I Buy (4M Framework)
36:27
36:27
Play later
Play later
Lists
Like
Liked
36:27
I have a framework that tells me which investments (and businesses) have the highest odds of succeeding. I’ve used this framework to build multiple $10M+ businesses and own a $100M+ real estate portfolio. I didn’t do this all by luck, and it isn’t because I’m a genius. It’s all because of this simple framework that anyone can use, with any budget, …
…
continue reading
1
Marketing Vs. Branding: What Advisors Get Wrong
52:00
52:00
Play later
Play later
Lists
Like
Liked
52:00
This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where advisors should focus their time to create stronger visibility -Practical ways to communicate your value more effectively -How to think about audience, channels, and message delivery -The philoso…
…
continue reading
1
“I’m $147k In Debt And Only Make $1,500 A Month”
2:18:01
2:18:01
Play later
Play later
Lists
Like
Liked
2:18:01
🤔 Think you’re good with money? Take our Money in America quiz! Rachel Cruze and Jade Warshaw answer your questions and discuss: "I'm in $147,000 of debt, should I sell my business to clear it?" "My wife has no interest in paying off our debt and it's putting a strain on our marriage" "I'm 17 and I am pa…
…
continue reading
1
Why Better Questions Helps Build Better Retirements
29:59
29:59
Play later
Play later
Lists
Like
Liked
29:59
Sometimes the smartest move in retirement planning isn’t knowing all the answers. It’s about learning to ask better questions. In this episode of Cover Your Assets KC, David walks through five common financial questions people ask, and then explains how to reframe them to get better results. From “How much money do I need to retire?” to “Where can …
…
continue reading
1
Thanksgiving Savings You’ll Actually Notice and Tax Filing Tips for Common Law Couples
24:42
24:42
Play later
Play later
Lists
Like
Liked
24:42
Learn how to save on Thanksgiving dinner and decide if filing taxes jointly makes sense for common law couples. How can you trim your Thanksgiving costs without skimping on the feast? Should common law spouses file taxes jointly or separately? Hosts Sean Pyles and Elizabeth Ayoola dig into tax choices for couples to help you understand which filing…
…
continue reading
With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement? Have a money question? Email us here…
…
continue reading
1
The Shift In AI From Curiosity to Competence
22:26
22:26
Play later
Play later
Lists
Like
Liked
22:26
AI is no longer a novelty—it’s a normal part of how millions of people gather insight, solve problems, and make decisions. In this episode of The FutureProof Advisor, I explore what it means when 800 million users interact with AI weekly—not just for efficiency, but for guidance. The tools are evolving, yes—but so are client expectations. This mome…
…
continue reading
1
American Airlines Market-Based Cash Balance Plan: Should AA Pilots Opt-In?
17:48
17:48
Play later
Play later
Lists
Like
Liked
17:48
✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ If you’re an American Airlines pilot, you’re facing a major decision: whether to participate in the newly announced Market-Based Cash Balance Plan. Ryan is joined once again by Zach Smith from Pilot Tax to break down how the plan actua…
…
continue reading
Don and Tom open with the investor mistakes Christine Benz highlighted in Morningstar: portfolio sprawl, concentration in the same large-cap tech names, clinging to ancient active funds, ignoring reallocations, and failing at both asset allocation and asset location. The show then shifts into calls—first about fears of an “AI crash,” then a heartbr…
…
continue reading
1
Burnout, Breaks, and the Courage to Spend with David Bach
42:29
42:29
Play later
Play later
Lists
Like
Liked
42:29
David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's idea of a flat tax on IRA distributions. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the …
…
continue reading
1
From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms
42:32
42:32
Play later
Play later
Lists
Like
Liked
42:32
Cameo Roberson has made it her mission to rescue advisors from operational chaos. In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park Consulting—shares how she helps growing advisory firms build infrastructure, clarity, and confidence as they evolve from practitioners to business owners. With over 20 years of ex…
…
continue reading
Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
…
continue reading
Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
…
continue reading
Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
…
continue reading
1
Tax Updates You Can’t Afford to Miss
1:04:14
1:04:14
Play later
Play later
Lists
Like
Liked
1:04:14
The IRS just released the 2026 tax updates and they’re full of major changes that impact your retirement accounts, your deductions, and your long-term tax planning. We break down new contribution limits for 401(k)s, IRAs, HSAs, SIMPLEs, and more, plus important updates to tax brackets, the SALT deduction, child tax credits, and upcoming rule expans…
…
continue reading
1
Focused Intensity Is The Only Way To Make Financial Progress
2:18:47
2:18:47
Play later
Play later
Lists
Like
Liked
2:18:47
🤔 Think you’re good with money? Take our Money in America quiz! George Kamel and Dr. John Delony answer your questions and discuss: "How do I set a realistic budget around Christmas when I want to give everything to my kids?" "I'm house poor and my debt is overwhelming me. How do I get out of this situat…
…
continue reading
1
Ep 502: Financial Caregiving 101: What You Need To Know Before You or Your Parent Gets Sick
33:20
33:20
Play later
Play later
Lists
Like
Liked
33:20
When you're suddenly put in charge of an aging parent’s finances, the emotional toll is heavy, and the financial fallout can be even heavier. In this episode, Jean Chatzky is joined by certified financial planner and MarketWatch columnist Beth Pinsker, author of My Mother’s Money: A Guide to Financial Caregiving. Together, they unpack Beth’s person…
…
continue reading
