Best Future Proof | Wealth Advisors Podcasts (2025)

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12 Totally Free Ways to Save Money Fast and Boost Your Passive Income 46:24

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5h ago46:24

46:24

There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves. Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to S…

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AI, Automation, and the Next Generation of CRM Solutions 33:06

22h ago33:06

33:06

Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…

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Wages Are Falling Behind Inflation, Leaving Many Workers Struggling 45:39

3d ago45:39

45:39

Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Fallin…

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Protecting Your Retirement Income from Volatility and Inflation 54:50

3d ago54:50

54:50

This week on Retirement Results, we focus on helping our listeners create peace of mind and steady paychecks they can count on. From the hidden threat of inflation to the strategies that build guaranteed, increasing income, we show you how to defend your lifestyle and enjoy your retirement years with confidence. ✅ Why inflation is the invisible for…

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Dr. Daniel Crosby - Wanting Well 11:19

4d ago11:19

11:19

Tune in to hear: What is “manufactured desire” and what sinister role does it often play in contemporary life? Why is our tendency to let others’ influence our decisions a dramatic outlier from much of the Animal Kingdom? What is French Theorist René Girard’s Mimetic Theory and why can understanding it help inform the ways in which we make importan…

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Best of Caller Questions 46:55

4d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…

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What Do You Want to Be When You Grow Up? 40:31

5d ago40:31

40:31

Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…

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New Student Loan Repayment Policies Following Trump’s Budget Bill 45:49

5d ago45:49

45:49

Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financ…

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100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more 48:40

6d ago48:40

48:40

Paul Merriman is looking ahead to the 2025 Bogleheads Conference (October 17–19), one of the premier gatherings for long-term investors. The lineup includes Vanguard CEO Salim Ramji, Christine Benz, Bill Bernstein, Rick Ferri, Alan Roth, Jim Dahle, and more. Paul will be there for all three days to connect with listeners, share new projects, and le…

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Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans 46:25

6d ago46:25

46:25

With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Mar…

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Why Investors Who Trade More Often Tend to Make Less 45:51

7d ago45:51

45:51

Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?…

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Strategic Interdependence Is Rewiring the Global Economy 46:28

10d ago46:28

46:28

The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience. Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time t…

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Retirement Tax Traps: How to Avoid Costly Mistakes 55:23

10d ago55:23

55:23

This week on Retirement Results, Ford Stokes and co-host Matt McClure (filling in for Sam Davis) tackle one of the biggest threats to your retirement: taxes. From Roth conversions and tax diversification to withdrawal sequencing and qualified charitable distributions, Ford and Matt show you how to avoid the most common retirement tax traps. They al…

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Top Recession-Proof Investments to Protect and Grow Your Portfolio 45:45

11d ago45:45

45:45

U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO…

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How The Top 1% of Advisors Actually Spend Their Week 46:57

12d ago46:57

46:57

Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…

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The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI 44:35

12d ago44:35

44:35

A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders. Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Fr…

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4 Portfolio Levels for Wealth Building 1:11:50

13d ago1:11:50

1:11:50

I had never heard of Erin Moriarity before she contacted me about having a conversation with her on “Erin Talks Money.” When I visited her Youtube channel I immediately realized what a powerhouse she is. She has over 200,000 subscribers to her Youtube channel and her videos are terrific. She has over 800 videos on topics most young investors or beg…

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Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller 49:23

13d ago49:23

49:23

Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem. Charesse shares what sh…

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Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends? 44:56

13d ago44:56

44:56

Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How t…

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Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies 23:03

14d ago23:03

23:03

Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead. We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the s…

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Is the U.S. Dollar Really on the Brink of Collapse? 45:41

14d ago45:41

45:41

Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency. Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, S…

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#54 A nova economia Trump, Fed sob pressão e a viragem comercial 38:55

15d ago38:55

38:55

Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias eJosé Carlos Tomás falam sobre a nova economia Trump, a pressão sobre a Fed e a viragem comercial. A conversa centra-se na forma como as políticas do segundomandato de Donald Trump estão a remodelar a economia americana, a política monetária e o comércio mundial. Este episódio está foi gravad…

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Is Your Tech Stack Costing You Clients? 21:32

17d ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

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Volatility-Proof Your Retirement: Minimizing Risk & Maximizing Confidence 54:50

17d ago54:50

54:50

Market swings can be unnerving—especially when you’re close to retirement. In this episode of Retirement Results, Chief Financial Advisor Ford Stokes and Senior Financial Advisor Matt McClure share strategies to “volatility-proof” your retirement portfolio. They discuss why market volatility hits harder near retirement, how to protect against seque…

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Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be? 47:10

17d ago47:10

47:10

Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of…

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Can Millennials Ever Catch Up to Boomer Wealth? 45:31

18d ago45:31

45:31

Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillip…

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It’s Not Just the Payout - It’s the Profitability 33:37

19d ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …

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Dr. Daniel Crosby - Finding Meaning in the Mundane 9:20

19d ago9:20

9:20

Tune in to hear: What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this? Why is finding meaning in the mundane such an important part of living a fulfilled life? Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement? What psychological be…

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Why You Shouldn’t Invest Your Emergency Fund 46:32

19d ago46:32

46:32

Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Fa…

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10 Myths, Lies & Mistakes That Cost Investors Millions (with Don McDonald & Tom Cock) 39:11

20d ago39:11

39:11

What’s holding investors back from building real wealth? Talking Real Money, hosts Don McDonald and Tom Cock take aim at the 10 most damaging myths, lies, and mistakes that cost investors big—often millions. You’ll learn: Why "having a guy" isn’t a strategy—it's a setup Why predicting the market is like calling a psychic How starting too late can c…

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How Big Tech Plans to Feed AI’s Voracious Appetite for Power 46:25

20d ago46:25

46:25

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Pl…

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Where and How to Invest Your Long-Term-Care ‘Bucket’ 46:59

21d ago46:59

46:59

Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Ex…

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71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm? 1:03:36

22d ago1:03:36

1:03:36

*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast* Massive tax changes are here now. Are you ready to help your clients take advantage ASAP? Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities. As an accountant, this is your c…

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Can You Trust AI With Your Succession Plan? 28:29

24d ago28:29

28:29

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…

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Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline 47:02

24d ago47:02

47:02

Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver,…

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Ready, Set, Retire! 54:50

24d ago54:50

54:50

This week on Retirement Results, Ford Stokes and Sam Davis share a powerful checklist to help you confidently cross the retirement finish line. Whether you're just a few years away or already in the retirement red zone, this episode walks you through key steps to secure your future and protect your hard-earned savings. ✅ Your essential pre-retireme…

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5 Signs You’re Doing Well Financially 14:30

25d ago14:30

14:30

Are you actually winning with money, or just surviving? Let's break down 5 often-overlooked signs that show you’re in a strong financial position, even if it doesn’t feel like it yet. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http:…

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How to Build and Maintain a Good Credit Score 47:32

25d ago47:32

47:32

Learn actionable steps for achieving and keeping a strong credit score, including timely payments, maintaining low credit usage, monitoring your credit reports, and responsible credit activity. Today's Stocks & Topics: ALSN - Allison Transmission Holdings Inc., Market Wrap, QCOM - Qualcomm Inc., How to Build and Maintain a Good Credit Score, IIPR -…

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Greatest Hits - The Truth Behind Transition Deals 22:06

26d ago22:06

22:06

Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needl…

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Understanding Behavioral Finance: How Psychology Shapes Financial Decisions 46:08

26d ago46:08

46:08

Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market…

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Future of Financial Literacy and Smart Investing  1:07:05

27d ago1:07:05

1:07:05

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisors about the future of financial literacy. He invites listeners to email questions for the panel ([email protected]) and then dives into ten wide‑ra…

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7 Things You May Not Know About Reinvesting Dividends 45:56

27d ago45:56

45:56

It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen…

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Seven Financial Considerations When Downsizing for Retirement 47:19

28d ago47:19

47:19

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more. Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS -…

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How Your CRM Can Build Client Loyalty 14:11

1M ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

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6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop) 46:19

1M ago46:19

46:19

Many taxpayers unknowingly pay more than they owe, with big tax refunds, incorrect filing status, missed deductions, and poor withholding adjustments. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, MSTR - MicroStrategy Inc., 6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop), ZIM - ZIM Integrated Shipping Services Lt…

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Important Changes that Will Impact Retirees 54:50

1M ago54:50

54:50

On this week’s episode of Retirement Results, Ford Stokes and Sam Davis break down the latest changes in the retirement landscape — and what they mean for your financial future. From tax laws to Social Security updates and market volatility, it’s more important than ever to stay informed and make strategic adjustments. Discover how to protect your …

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How Investors Compare Companies to Find True Value 46:26

1M ago46:26

46:26

A relative valuation model is a financial tool that helps investors assess a company’s worth by providing a clearer picture of whether a stock may be fairly priced within its industry. Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sect…

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Which Retirement Level Are You? 21:53

1M ago21:53

21:53

Retirement is a series of stages. Discover what separates each of the 4 levels, and what you can do to level up no matter where you're starting from. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call U…

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Calling All OSJ's 23:18

1M ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

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U.S. Housing Market Flashes Warning Signs for the Economy 46:20

1M ago46:20

46:20

High mortgage rates and declining home sales are raising concerns about a potential housing market drag on the broader U.S. economy. Today's Stocks & Topics: BRC - Brady Corp. Cl A, Market Wrap, Taxes and ETFs, U.S. Housing Market Flashes Warning Signs for the Economy, FINV - FinVolution Group ADR, KINS - Kingstone Cos. Inc., Earnings, Home Prices,…