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
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.
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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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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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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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"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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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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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 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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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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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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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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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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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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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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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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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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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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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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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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Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. Every advisor has a choice: follow the script laid out by the industry—or write your own. Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors mov ...
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Welcome to ThinkAdvisor’s Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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The weekly RA Exchange is a series of conversations with artists, labels and promoters shaping the electronic music landscape.
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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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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
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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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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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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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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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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com. Originating on Pacifica Radio's KPFK 90.7FM in Los Angeles and syndicated coast-to-coast and around the globe! NOW FIVE DAYS A WEEK!
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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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Every Sunday on Podcast xtra, Alaa Ezzeddine dives deep into stories, ideas, and conversations that matter. From culture and lifestyle to business, media, and social trends, each episode is packed with insight, honesty, and Alaa’s engaging, in-the-moment style—making complex topics simple, relatable, and impossible to ignore Alaa Ezzeddine is an international Lebanese entrepreneur, strategic business consultant, executive growth advisor, and digital personality. Founder, producer, and host o ...
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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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A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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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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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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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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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 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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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
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Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
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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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The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!
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If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good f…
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Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
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With Steve Davis, Founder & CEO, Madison & Elm Wealth Management Overview After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more control, flexibility, and the ability to serve clients his way. In this episode, Steve shares how he built a lean, focused, and highly efficient independent practice with LP…
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Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
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Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…
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After 30 episodes, Kick It Open is evolving. 🎙️ Introducing Advisors Off-Script — Stories from the Independent Frontlines. When our podcast launched and we named it Kick It Open, it was podcast about opportunity — about pushing open doors and saying yes to what’s next. But over the past couple of years, something deeper has unfolded. As we built Mu…
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Ritik Malhotra: Independence, Culture, and AI | Next Gen
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“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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BradCast' 10/17/2025 (Encore: Trump Labor Dept. Warns Trump Immigration Policy Sparking Food Shortage, with David Dayen of TAP)
58:12
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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.comBy Brad Friedman
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🪄 Ep 85 - Any Chance You Could: Four Magic Words That Changed My Life
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I've caught a cold, so today I'm resharing my absolute FAVORITE episode from the past 4 years. I recorded this back in 2023, and it's still as relevant today (if not more so) as it was then. This is the episode I always recommend to friends, because it's had such a profound impact on my travel, my churns, my life, and I hope it does for yours too. …
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Why Patience and Communication Matter for Service Advisors
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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 breaks down the concept of “client guided sales” and how it transforms the traditional sales approach for s…
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The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
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Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. A highly concentrated market can—and has—turbocharged returns, but it also comes with downsides. As tech stocks so…
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'BradCast' 10/16/2025 (Rightwing SCOTUS Majority May Gut Last of Voting Rights Act, with Joshua A. Douglas, Univ. of KY, and David Daley of FairVote)
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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.comBy Brad Friedman
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The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?
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Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment. Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hat…
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Navigating Your Epic Equity: From Vesting to Exit Planning
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How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax …
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Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone. The trend is moving in the wrong direction. In this episode, I share the story of a small-town financial advisor who built trust over decades, until that trust unraveled into one of the most devastating scams they’d ever seen. More importantly, I break down…
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WCI #441: The 4% Rule and Saving for an Early Retirement
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We are answering a variety of your questions today. We start out talking about methods to save up for an early retirement. We answer a question from a listener who received an inheritance from a Canadian relative and they want to know if they should leave the money in Canada or bring it to the US. This question dives into political considerations. …
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In today’s episode—“The Succession Wake-Up Call”—we’re diving into a story that every advisor in Canada needs to hear. It’s heartbreaking. It’s disturbing. And it’s eye-opening. This is not just a cautionary tale—it’s a call to action. I was recently introduced to a story involving three advisors, three chapters, and one uncomfortable truth: too ma…
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'BradCast' 10/15/2025 (The 'Jeffrey Epstein Shutdown' and Other Autocratic Nightmares, with Heather Digby Parton of Salon, 'Driftglass' of 'Pro Left Podcast')
58:10
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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.comBy Brad Friedman
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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: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, …
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The ERP Minute Episode 208 - October 14th, 2025
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SuiteWorld 2025 was at the top of the headlines this week with a number of major announcements being made around AI. In industry-related news, Infor announced it is launching an expansion of its suite of AI-driven solutions for micro-verticals. In other news, Sage announced the acquisition of Criterion, a unified human capital management (HCM) plat…
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Superior Phone Service with VOIP... and more!
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Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.…
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Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice
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In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together. Doug and Heather shared how they’ve bu…
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Trusted Mortgage Broker in Dubai – Simplify Your Home Financing with Money Maestro
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Finding the right home loan in Dubai can be overwhelming, but Money Maestro, your trusted mortgage broker in Dubai, makes it simple. Our experienced team works with top banks and financial institutions to find the best mortgage rates and flexible repayment options for you. Whether you’re a first-time homebuyer, investor, or looking to refinance, we…
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The TikTok tour de force talks about '90s electronica, UK garage and her 2025 mixtape, Fancy That.There's a new generation of artists who've come up almost entirely online, and perhaps the breakthrough star of the TikTok music era is PinkPantheress. A few years ago, the British 24-year-old quietly strategised how to game the social media algorithm …
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With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now. - Subscribe to the You and Your Money podcast - Follow us on Facebook, In…
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138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From
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If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life. That’s why I invited my friend Robert Glazer on the podcast. He’s an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business th…
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Fixed Index Annuities Tailored to Your Goals: Shootin' It Straight With Stan
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In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why do some agents oversell Index Annuities Understanding contractual guarantees Key Takeaways: Fixed Index Annuities are designed for principal protection and lifetime income, not market growth. Buy annuities only for contractual…
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'BradCast' 10/14/2025 (Guest: Richard Von Glahn of People Not Politicians, on plan to block MO's GOP U.S. House Gerrymander)
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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.comBy Brad Friedman
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The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis
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States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any reduction in promised Social Security benefits. Today's Stocks & Topics: AutoZone, Inc. (AZO), Market Wrap, Exxon Mobil Corporation (XOM), The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Ariz…
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Dryden Pence: Why I'm Bullish on Small-Caps, Defense Stocks, and AI
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The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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With the government currently shutdown, investors are struggling to determine the true health of the U.S. economy. Key among the concerns is the strength of the U.S. consumer. As the old saying goes: “how goes the U.S. consumer is how goes the U.S. economy.” So, have tariffs impacted the price of goods or consumer behavior? What is the U.S. consume…
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#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
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Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, and the evolving landscape for private assets and clients.
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Ryan Herbert discusses the “three holes” strategy—like snow tires for your portfolio—to take action in preserving your income in retirement. He breaks down practical exit strategies, the importance of backup plans, and how to balance risk and reward for lasting financial security. Ryan explains why relying on old market wisdom can leave you exposed…
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074 - Shadow Governance – Where Decisions Are Really Made
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7:15
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In this episode Sonja Stirnimann explores the concept of shadow governance, the informal influences that shape decision-making in organizations. It highlights the risks associated with unacknowledged power dynamics and the importance of transparency and trust in leadership. The discussion emphasizes the need for board members and executives to reco…
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Your Health is Your Wealth: Movement is Medicine with Chad Volant | Episode 33
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In this week’s episode of A Life Well Lived: A Physician’s Guide to Wealth, James continues the “Your Health Is Your Wealth” series with guest Chad Volant, founder of Strength Rx and long-time performance coach helping busy professionals and physicians build strength, mobility, and longevity. Chad’s philosophy is simple yet powerful: movement is me…
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3 Costly Mistakes Novice Investors Need to Avoid Right Now
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Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's volatile markets. Today's Stocks & Topics: Cal-Maine Foods, Inc. (CALM), Market Wrap, Idaho Strategic Resources, Inc. (IDR), 3 Costly Mistakes Novice Investors Need to Avoid Right Now, Prysmian S.p.A.…
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Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.#forbes #financialplanner #wealthmanagement #sterkfinancialservicesFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts…
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#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.Feat Mary Sterk & Kelsey Bankey#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk”…
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'BradCast' 10/13/2025 (Encore: Voting rights journalist Ari Berman of Mother Jones on Trump DOJ suing 'blue' states for voter databases)
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Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.comBy Brad Friedman
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