Independent Advisors Podcasts

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Barron's Advisor

269

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22h ago22h ago

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

Morningstar

156

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13h ago13h ago

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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

finservMarketing

134

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10d ago1w ago

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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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Rebel News Podcast

Rebel News

253

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Listen to FREE podcast versions of Rebel News livestreams and premium shows, The Ezra Levant Show and The Gunn Show with Sheila Gunn Reid. Like what you hear? Consider becoming a RebelNews+ subscriber at http://RebelNewsPlus.com for access to video versions, premium shows, feature documentaries and exclusive content.

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The ERP Advisor

ERP Advisors Group

359

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2d ago2d ago

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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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Financial Advisor Success

Michael Kitces

225

448

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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 ...

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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

300

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1d ago1d ago

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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 Independent Advisors

Mark McEvily

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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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Advisor Talk

PPI

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4h ago4h ago

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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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The Independent with Scott Atlas

Independent Institute

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8d ago1w ago

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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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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

258

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11d ago1w ago

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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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Radical Personal Finance

Joshua Sheats

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6d ago6d ago

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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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Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Brad Johnson

128

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1d ago1d ago

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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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Osaic Technology Podcast

Osaic

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1d ago1d ago

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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 Talk Podcast

Money Talk Podcast

175

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4h ago4h ago

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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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You & Your Money

WHZ Strategic Wealth Advisors

156

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2d ago2d ago

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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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Insightful Investor

Alex Shahidi

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2d ago2d ago

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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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AutoFix AdvisorCast

Michael Doherty

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1h ago1h ago

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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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Grow Your Independent Consulting Business

Melisa Liberman

230

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9h ago9h ago

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Are you an independent consultant who’s ready to grow your business into a predictable revenue stream while working on your own terms? The Grow Your Independent Consulting Business is a podcast that shares the blueprint to make your consulting business goals a reality. Each week, Business Coach, Melisa Liberman, brings you solo insights or informative guest interviews that will help you to accomplish your Independent Consultant Business goals. She shares specific tools, actionable strategies ...

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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

261

664

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1d ago1d ago

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...

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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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Pension Attention

Brad Barrett

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3d ago3d ago

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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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Retirement With/On Purpose

Trevor Lawson

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3d ago3d ago

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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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Your Money. Your Mission.

Johnson Financial Group

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22h ago22h ago

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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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70mm

70mm

317

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3d ago3d ago

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A podcast for movie fans, inspired by Letterboxd. (We're not experts.) Each week artist Danny Haas, spiritual advisor Protolexus, and journeyman podcaster Slim discuss a recently watched film together. A brand new theme each month. Their love for each other cannot be broken. Or can it?

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Odd Lots

Bloomberg

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17h ago17h ago

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

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Swift Chats in the Financial Services Industry

Impact Communications, Inc.

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1d ago1d ago

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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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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

179

230

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8d ago1w ago

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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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MoneyMattersUSA® with Fred Saide

Fred Saide

100

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7d ago0w ago

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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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The Human Advisor

Altruist

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2+ y ago2+ y ago

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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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“Fun With Annuities” The Annuity Man Podcast

The Annuity Man

363

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2d ago2d ago

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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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Cruising Through Retirement with Kevin Brucher

Kevin Brucher

100

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2h ago2h ago

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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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Best In Wealth Podcast

Scott Wellens

200

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14d ago2w ago

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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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Winning in Retirement

Akers Financial Group

186

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5d ago5d ago

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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 Advice Business Podcast

Seeds

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23d ago3w ago

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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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The Savvy Investor Podcast

Mike Canet

283

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2d ago2d ago

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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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Financial Tips

abhisheksharmap51

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1+ y ago1+ y ago

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consultant helping independent financial advisors. we help to grow your assets

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Wealth Decisions by Brian

Brian D Muller (AAMS©) (BFA™)

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1d ago1d ago

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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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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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33m ago33m ago

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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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Financially Intentional

Naseema McElroy

354

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1d ago1d ago

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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.

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Retirement Inside Out with Tom Lamendola

Financial Independence Group

136

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6d ago6d ago

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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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Retire Smart Maryland Radio with Prashant Sabapathi

Prashant Sabapathi

100

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6d ago6d ago

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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 Human Factor: Corporate Integrity Matters

Sonja Stirnimann

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14d ago2w ago

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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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Smart Financial Divorce

Brie Reyes

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1d ago1d ago

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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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Partnering to Create Wealth

New York Private Finance / David Marcus

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9d ago1w ago

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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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The Elevated Advisor Podcast

David Scranton

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2M ago9w ago

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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...

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How To Go Independent

Sean Kernan

100

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3y ago3y ago

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A podcast to help wirehouse/employee financial advisors learn more about independent business models.

show series

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The Independent Advisors Podcast Episode 311: God Bless America 51:07

4h ago51:07

51:07

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. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once …

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence 38:12

1d ago38:12

38:12

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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Tom Klingman: The Best Things About Independence | Next Gen 25:57

14d ago25:57

25:57

Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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

1h 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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EZRA LEVANT | Carney's 'virtual signal' on Palestine distracts from domestic issues 35:29

1h ago35:29

35:29

The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreig…

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Advisor Talk: Elevate Your Practice, Empower Your Impact 1:19

4h ago1:19

1:19

Are you an independent insurance-focused advisor in Canada looking to elevate your practice and stay ahead of the curve? You’re in the right place. Launching in September, Advisor Talk is your go-to podcast for real-world insights, practical strategies, and expert conversations that help you grow your business and better serve your clients. From un…

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Money Talk Podcast, Friday Aug. 1, 2025 23:40

1h ago23:40

23:40

Advisors on This Week’s Show Art Rothschild Tom Pappenfus (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (July 28-Aug. 1, 2025) Significant Economic Indicators & Reports Monday No major reports or releases Tuesday The year-to-year change in residential prices continued to slow in May, dipping below the overall inflation…

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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. 34:39

2h ago34:39

34:39

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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Two-Week Service Advisor Challenge - "Just Say Yes" 17:29

1h ago17:29

17:29

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 challenges Service Advisors to step up their game with a two-week “Service Advisor Challenge,” starting Aug…

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Why Bonds Belong in Your Diversified Portfolio (Even Now) 18:07

4h ago18:07

18:07

Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategi…

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What an LA Bakery Says About the Economy Right Now 47:04

11m ago47:04

47:04

Bakeries are great microcosms of the economy. There's lots of labor involved. You need commodities like flours and eggs, plus energy for your ovens. You need capital investment to get the ovens in the first place, and you need sustained consumer demand to keep you in business. Put it all together and you have a business that tells you a lot about w…

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

1d 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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EZRA LEVANT | The REAL reason Mark Carney wants to recognise a Palestinian state 1:01:13

1h ago1:01:13

1:01:13

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REBEL ROUNDUP | Canada to recognize Palestine, US trade deadline looms, Charter-protected bike lanes 1:07:20

1h ago1:07:20

1:07:20

Today, we're looking at Prime Minister Mark Carney's declaration that Canada will recognize a Palestinian state this September — pending conditions — following on the heels of similar announcements from France and the United Kingdom. Plus, President Trump's August 1 deadline for trade deals is just hours away. With the U.S. making deals with many o…

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Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen 22:39

4h ago22:39

22:39

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

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Disability Insurance and Why You Need It - Episode 136 (Classic Episode) 37:12

4h ago37:12

37:12

Send us a text In today's classic episode, I talk about something really important that most people don’t think about—what happens if you get sick or hurt and can’t work. I share my own story and explain what disability insurance is and why it’s so helpful. We also talk about the difference between short-term and long-term coverage, and why the ins…

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Wealth Building 3.0: Age and Income Financial Strategies 15:25

3h ago15:25

15:25

Most people use the same wealth building strategies their entire lives - and it’s costing them hundreds of thousands in retirement. In this episode, Brian reveals the age-based wealth strategies and tax optimization techniques that separate wealthy individuals from everyone else. Discover the specific investment and tax strategies for ages 25-35 (f…

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Separate Accounts, Shared Future: Planning Retirement with Separate Finances 17:48

6h ago17:48

17:48

A listener wrote in with a question that might hit closer to home than many couples realize: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, we’ll talk through how to get on the same page financially before you retire, and why open communication can be just as valuable …

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Circle's CEO on the Booming Business of Stablecoins 49:26

4h ago49:26

49:26

Stablecoins are emerging as one of the most active areas of cryptocurrencies. The idea of using blockchain rails to transmit money has captured the attention of legacy financial institutions as well as policymakers, as evidenced by the recent passage of the GENIUS Act, which builds out a regulatory framework for that business. But what are the oppo…

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WCI #430: Backdoor Roth - Standard and Mega 1:04:33

6h ago1:04:33

1:04:33

Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it. Today’s episode is brought to us by SoFi, the folks who help you get…

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229. Most “Business Problems” Aren’t Business Problems 32:11

9h ago32:11

32:11

That lead generation issue you’re trying to fix with a new strategy? That pricing problem you’re solving with more market research? They’re probably not business problems. They’re likely mindset problems disguised as business problems. In this episode, Melisa gets into the real root cause behind most consulting business problems. It’s not your offe…

1
Understanding Behavioral Finance: How Psychology Shapes Financial Decisions 46:08

2d 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…

1
SHEILA GUNN REID | CBC'S six-figure FAT CATS exposed by taxpayer advocates 37:23

12h ago37:23

37:23

1
EZRA LEVANT | SHOCKER: Sharia law states want Hamas gone! 30:49

13h ago30:49

30:49

1
The ERP Minute Episode 197 - July 29th, 2025 4:42

2d ago4:42

4:42

The week began with the major launch of Rootstock Software’s Summer ’25 Release. In AI-related news, NetSuite and Aptean made enhancements to further add to the growing AI trend. SAP and IFS continued to build on the news pouring in for the week, announcing their recent financial results. Finally, Sage rounded out the busy news week by announcing t…

1
BUFFALO ROUNDTABLE | Poilievre debate reactions, Feucht cancelled by Winnipeg, Ford cancels Starlink 1:12:16

16h ago1:12:16

1:12:16

Today, we're looking at reactions to Conservative Leader Pierre Poilievre — and his challengers — performance in Tuesday night's Battle River—Crowfoot byelection debate. Plus, Sean Feucht is continuing to face cancellations, with city officials in Winnipeg scrapping the Christian pastor and musician's permit for a show in the Manitoba capital. And …

1
Love, Money and Marriage: Pre-Wedding Financial Tips 35:41

23h ago35:41

35:41

In this episode of Your Money. Your Mission., host Kelly Mould discusses financial planning with marriage with Private Banker Becky McClelland and Marketing Segment Manager and bride-to-be Summer Nicpon, emphasizing the importance of open communication about financial goals and values. The conversation covers key topics such as creating a plan to m…

1
Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang 55:03

1d ago55:03

55:03

In this Swift Chats episode, Marie Swift speaks with Any Wang, Managing Partner at Runnymede Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in h…

1
Why It's Critical to Do A Midyear Financial Checkup in 2025 15:05

1d ago15:05

15:05

Just as you might schedule regular health checkups, your financial plan deserves the same attention. This year's midyear checkup is particularly important given the evolving economic landscape, potential changes to tax laws, and continued market volatility. In this episode, Leisl L. Langevin, CFP® CDFA® breaks down how to do your own midyear financ…

1
127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams 42:28

1d ago42:28

42:28

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back. That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less. Keith Ferrazzi has spent…

1
Searching for Growth or Guarantees? Shootin' It Straight With Stan 10:20

1d ago10:20

10:20

In this episode, The Annuity Man discussed: Threading the needle with volatility Freedom from volatility Annuities are the haystack Time to secure guarantees Key Takeaways: Threading the needle to get market returns makes you dependent upon so much unknown. You’re dependent on world markets, geopolitical events, and meltdowns that are impossible to…

1
7 Things You May Not Know About Reinvesting Dividends 45:56

3d 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…

1
EZRA LEVANT | Epping Forest residents protest migrant hotels, call for 'remigration' of illegals 52:48

1d ago52:48

52:48

1
Talking Artificial Intelligence, with Zocks Co-Founder Mark Gilbert 15:57

1d ago15:57

15:57

Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client…

1
How The Stock Market Really Works 23:20

1d ago23:20

23:20

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 the Stock Market — what it is, how it works, and what you need to know, whether you're actively investing or just starting to explore. He …

1
REBEL ROUNDUP | Byelection ballot drama, Ford flips on jobs for asylum seekers, Pipeline problems 1:13:24

1d ago1:13:24

1:13:24

Today, we're looking at the ongoing drama over ballots in the byelection for Battle River—Crowfoot, where Conservative Leader Pierre Poilievre is looking to secure a seat so he can return to the House of Commons, after Elections Canada announced voters would be submitting write-in ballots after activists submitted an enormous list of candidates. Pl…

1
Evan Osnos: What Advisors Need to Know About the New Gilded Age 59:48

2d ago59:48

59:48

The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor

1
#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience 53:55

2d ago53:55

53:55

Blake is a serial entrepreneur, investor, and philanthropist who has founded and sold businesses exceeding $1.1 billion. He shares his journey from small-town beginnings to building Byte into a billion-dollar company without outside funding, and discusses lessons in entrepreneurship, resilience, leadership, and giving back.…

1
Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma 1:29:59

2d ago1:29:59

1:29:59

High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…

1
Don't Try to Time the Market | Limitations of the 4% Rule 12:46

2d ago12:46

12:46

When the market drops 20% in a week, what do you do—panic or plan? Mike Canet and Lawrence Kiely explore the emotional rollercoaster of investing and the real-life story of a savvy retiree who sought clarity amid volatility. From the pitfalls of the 4% rule to the pros and cons of annuities, they break down how to build a retirement income strategy…

1
Seven Financial Considerations When Downsizing for Retirement 47:19

4d 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 -…

1
EZRA LEVANT | Londoners, Norfolk residents protest migrant hotels for 'military-aged men' 46:58

3d ago46:58

46:58

1
REBEL ROUNDUP | Sean Feucht worship tour, Non-whites reject mass migration, Trump takes on censors 1:12:18

3d ago1:12:18

1:12:18

Today, we're looking at the controversy that has erupted from left-wing radicals over American Christian performer Sean Feucht's Canadian worship tour, which saw a counter-protest outside of the Montreal church that hosted his Quebec event this weekend. Plus, a new survey has found non-white Canadians are the strongest group opposed to mass immigra…

1
Gattaca (1997) 1:28:35

3d ago1:28:35

1:28:35

"He had everything except desire." BLOCKBUSTED continues with GATTACA! We also discuss the death of HULK HOGAN, HOGUST coming next week, Danny enjoying FANTASTIC FOUR, proto watching JURASSIC PARK and THE LOST WORLD, slim watching direct to video slop, and much more. In the uncut bonus section at the end of the episode we talked about going to the …