The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Independent Advisors Podcasts
Insanely Smart discusses all aspects of Financial Planning including Portfolio Management and Investing, Retirement, Estate Planning, Taxes, Insurance, and becoming an Independent Financial Advisor.
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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.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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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 ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20
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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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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions o ...
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Advisor Talk is the premier podcast for insurance advisors who want to lead, grow, and thrive in Canada. Each episode dives into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management. We bring you insights from top industry experts, as well as other advisors who’ve been there. Whether you're scaling your business, refining your sales systems, or planning your legacy — this is your go-to resource. ...
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Money Maestro represents you, the customers, not the banks. As independent brokers, we’re not tied to any single bank’s product guidelines. We have the ability and expertise to solicit the best solution tailored to your needs and situation.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Anyone can churn anything. Each week, learn how to churn something new and novel, from credit card & bank bonuses to flights, hotels, cellphones, mealkits, even FIRE. Decades of churning experience packed into short, easy-to-follow episodes you can use right now to earn more miles, more points, and live a more financially independent life.
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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 ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
1210
Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
6261
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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Dr. Scott Atlas is a world-renowned expert in health care policy and frequent policy advisor to policymakers and government officials. He investigates the role of government and the private sector in health care quality and access, global trends in health care innovation, and the key economic and civil liberty issues related to health policy. Sponsored by the Independent Institute, the show features Dr. Atlas in conversation with high profile, news-making guests around public health policy, ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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consultant helping independent financial advisors. we help to grow your assets
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In today’s world, corporate integrity is not just about compliance—it’s about strategic foresight, resilience, and leadership accountability. This podcast is designed for board members, C-suite executives, and decision-makers who navigate governance challenges at the highest levels. Through insightful conversations, deep-dive analyses, and real-world cases, we explore how integrity-driven leadership safeguards organizations, protects reputations, and ensures long-term success. Hosted by Sonj ...
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Every day we have the opportunity to make better decisions around our money and our life. My goal is to help you do just that. Whether your goal is financial freedom, retiring early, or becoming a more successful investor, tune in each week. Each episode is 15 minutes or less and can make a significant difference to your future wealth. Brian D. Muller, AAMS® BFA™ Founder, Wealth Advisor Momentous Wealth Advisors www.momentouswealthadvisors.com #financialeducation #investingtips #financialind ...
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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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.
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
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The Independent Advisors Podcast Episode 315: Investment fads come and go...
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Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791 Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188 Democratizing Access to Alternative Assets For 401(k) Investors https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets…
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Building a Firm on Your Own Terms: Kevin Thompson’s Journey to Independence
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Kevin Thompson, former MLB player and founder of 9Innings Capital Group, joins The Advisor Journey to share his experience transitioning from professional baseball into financial advisory and his strategic approach to building an independent advisory firm. Kevin discusses his intentional shift away from commission-based products toward holistic fin…
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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence
38:12
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With Brian Pultman – Founder and CEO, Correct Capital Wealth Management Overview Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management…
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Future-Proof Your Retirement: Strategies Just For You
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the evolution of retirement planning from the 1990s to today. They emphasize the need for modern strategies that account for changes in the market, inflation, and tax implications. The conversation covers outdated practices like the 4% rule, the importanc…
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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: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the…
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Advisors on This Week’s Show Kyle Tetting Mike Hoelzl John Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Aug. 25-29, 2025) Significant Economic Indicators & Reports Monday The annual rate of new home sales fell 0.6% in July and was more than 8% below its year-ago pace, the Commerce Department reported. The s…
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How can you plan for a long retirement and what are your retirement and passing going to look like
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In this week's episode, we'll explore what you can do to plan for a long retirement and what your retirement will look like. When should you claim your Social Security? What is a part-time retirement and is it for you? Why is what will happen when you're gone a discussion you must have? Isn't it time to get answers to the tough retirement questions…
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In Episode 212, Fred Saide discusses the financial challenges and strategies for Generation X as they approach retirement. He emphasizes the importance of understanding the transition from accumulation to decumulation, the need for effective retirement income strategies, and the significance of planning for longevity and healthcare costs. Saide als…
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(Best of) Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management.
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Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the …
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🌝 Ep 78 - Weekly Recap: What I'm churning, reading & watching, plus a Miraval trip report
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View Full Show Notes Join The Free Weekly Newsletter Apply For Our Private Discord ------------------ Enjoy this episode? Most people find the show through word of mouth. Please forward to a friend if you think they would enjoy it 🙏 ⭐️ Or if you have a bit of time, please consider leaving a rating or review on Apple or Spotify. The algorithm gods (…
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X% of Americans Will NEVER Retire… featuring Erin Talks Money!
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Nearly 70% of Americans believe they’ll never retire, but you don’t have to be one of them. We sit down with Erin from Erin Talks Money to break down JP Morgan’s study of 5 million retirees and reveal the four key behaviors that lead to retirement success: valuing your time, staying consistent, focusing on what you can control, and remembering that…
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Service Advisors - Act Like You Already Do Business Together with New Customers!
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty shares practical advice for service advisors on how to approach new customer calls as if they’re already do…
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Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?
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To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Futur…
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Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
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The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Investments So Good, Even Advisors Are Buying Them
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In this podcast Adrian Hovey and Calvin Rose discuss making the leap from being a Financial Advisor at a large institution to becoming and independent Financial Advisor either on your own or at a smaller firm. We discuss how to become an independent Financial Advisor and make the successful transition from a large firm to a smaller independent firm…
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Navigating the New 401k Landscape: Should You Invest in Alternatives?
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401k Game Changer? New 401k options could change everything - but should you use them? Executive ERISA order unlocks private equity, crypto & alternative investments for retirement plans. Expert wealth advisor reveals 3 critical decisions before these options hit your 401k menu. Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, …
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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
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With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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Crypto has become increasingly mainstream in recent years, and it’s showing up more often in divorce proceedings. In today’s episode, we’ll break down the role cryptocurrency can play in divorce, how couples go about dividing it, and the key considerations to keep in mind. To bring it all to life, we’ll walk through a real-world example that shows …
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How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
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Retirement is about so much more than money—it's a complete life transition. In this episode, I'm sharing my recent conversation with Adam Cmejla, where we explore the often-overlooked aspects of retirement planning. We discuss: ‣ Why retirement can feel like a grieving process—and how to navigate it ‣ The surprising role responsibility and communi…
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Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?
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If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Ma…
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The ERP Minute Episode 201 - August 26th, 2025
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Workday began the week with its financial results for the fiscal 2026 second quarter ended July 31, 2025. Workday also announced it has entered into a definitive agreement to acquire Paradox. To round out the week with more HR-related news, Sage announced the launch of Workforce Intelligence, designed to give HR leaders deeper visibility. Connect w…
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Expert Mortgage Broker in Dubai – Money Maestro
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Looking for a trusted mortgage broker in Dubai? Money Maestro specializes in helping individuals and businesses secure the best mortgage solutions. Our expert team compares multiple lenders to find competitive interest rates and flexible repayment terms tailored to your needs. Whether you are buying your first home, refinancing, or investing, we pr…
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Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients
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Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape. In this engaging episode, Torie shares Holistiplan’s journey from a grassroots solution with just …
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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP®
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Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…
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Can You Still Buy a Home in 2025? | Ask Money Guy
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Mortgage rates are high, housing is expensive, and many Americans feel stuck with payments that stretch their budgets. We unpack your options: from lender rate modifications and mortgage recasting to refinancing opportunities and house hacking strategies. Plus, we share why your home should be viewed as a use asset - not your retirement plan. Then …
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Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For L…
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131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
1:06:23
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Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process. That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad …
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Smart Annuity Income Planning Explained: Shootin' It Straight with Stan
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In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing an annuity inside a trust Key Takeaways: When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach annuities with strategies that allow for flexibility a…
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Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers.
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There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts. Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc.…
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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook
55:44
55:44
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The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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How I Can Afford a Comfortable Retirement
37:36
37:36
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In this episode of Your Money, Your Mission., host Kelly Mould interviews Jill Haupt, a retiree and former head of private banking at Johnson Financial Group. Jill shares her experiences and insights on planning for a comfortable retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering hea…
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#85 - Darell Krasnoff: Wealth Management Evolution, Leadership
1:04:36
1:04:36
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Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles office for private client services in the 1990s, shares insights on the evolution of wealth management, the centrality of trust and transparency, and how AI is reshaping the industry. He reflects on th…
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Why Your Retirement Plan Might Be All Wrong
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12:04
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What if your retirement plan is built on numbers that don’t actually apply to you? In this episode, Mike Canet and Ryan Herbert expose the pitfalls of generic financial advice—like buying annuities without knowing your real income needs. Through stories of retirees overspending, over-saving, and overpaying in taxes, they show how personalized plann…
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Take Control Rx: Why You Feel Misaligned (And How to Fix It in 20 Minutes) with Your Core Values | Ep 26
18:02
18:02
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Physicians spend years mastering medicine but rarely pause to define what truly matters most in their lives. Without that clarity, it’s easy to fall into indecision land—burnout, unfulfilling success, and money decisions that don’t match your priorities. In this empowering session, James Nutter guides you through a values workshop designed to uncov…
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12 Totally Free Ways to Save Money Fast and Boost Your Passive Income
46:24
46:24
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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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How the Right Technology Platform Can Help Your Business Scale - The ERP Advisor Podcast Episode 122
37:53
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If you considering an ERP change, you have probably heard the buzz around selecting a technology platform. But what exactly does that mean? And what should you be looking for? The right solution will help position your business for future success. On this episode of The ERP Advisor, Shawn Windle, EAG’s founder and ERP expert, discusses why it is mo…
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Is the S&P 500 Really Diversified? The Hidden Risks Investors Ignore
16:26
16:26
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In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex. We break down the history and performance of the S&P 500, uncover the tru…
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Reacting to Viral Money Clips with Erin Talks Money
25:59
25:59
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Brian and Bo team up with special guest Erin from Erin Talks Money for a special reaction episode. From Roth IRA debates to the “poor rich” trap, the psychology of retirement spending, renting vs. owning, and the magic of compounding, this episode unpacks the biggest money myths and lessons you need to hear. Jump start your journey with our …
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2025 Mid-Year Market Outlook: Navigating Geopolitical Shifts and Volatility
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In this episode, Trevor Lawson reflects on the first half of the year by providing a mid-year outlook for the market and economy, based on a publication from the Capital Group. He notes that the global landscape is undergoing a fundamental restructuring, leading to increased volatility and a lack of clear direction for investors and companies. The …
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The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad dives into a common question: Is investing just gambling? He unpacks the key differences between risky bets and smart strategies, showing how informe…
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