A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Independent Advisors Podcasts
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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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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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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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
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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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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." 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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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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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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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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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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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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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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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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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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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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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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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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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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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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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
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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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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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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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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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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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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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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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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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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
5261
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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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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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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M&A Access showcases weekly conversations, economic updates, industry reports, and interviews with high-profile sources covering all aspects of the mergers and acquisitions world. The Alliance of Mergers & Acquisitions brings you the latest trends, insight, and information from top executives and advisors, now in a podcast.
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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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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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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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A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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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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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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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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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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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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Hosted by CNN's Jake Tapper and Dana Bash, State of the Union features interviews with top newsmakers on politics and policy—covering Washington, the country, and the world.
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The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.
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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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Breakaway Advisor Marketing | How to Successfully Launch Your Independent Firm
21:49
21:49
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Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, establish credibility, and build a strong foundatio…
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Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.…
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Financial Advisors React To INSANE Dave Ramsey Calls!
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That's right - we are BACK with another edition of Financial Advisors React! We're going to hear some interesting calls into Ramsey Studios - from outrageous debts to credit cards to investing. Not only will you hear our instant reactions, but you'll learn if we agree, disagree, or anything in between. Jump start your journey with our …
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Sandwiched: How to Manage Caregiving, Parenting and Finances
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In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their fi…
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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. In this week’s episode, we dive into the hidden world of money disorders and how they quietly shape your financial health. We break down the most common types—from compulsive sp…
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Is an Annuity Right for You? A Deeper Look
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In the second part of the series on annuities, Trevor Lawson uses a framework from a Morningstar article by Christine Benz to help listeners determine if an annuity is a suitable tool for their retirement plan. Trevor discusses key questions to consider, such as whether you need guaranteed lifetime income to hedge against longevity risk, especially…
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Interviews with Senate Minority Leader Chuck Schumer, SenatorJohn Fetterman, Senator Markwayne Mullin, Representative Jasmine Crockett
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On CNN's State of the Union, Dana Bash presses Chuck Schumer on whether Democrats will shut down the government. John Fetterman responds to Schumer and discusses whether Democrats can win back the Senate in 2026. Senator Markwayne Mullin responds to Trump increasing pressure on the DOJ to investigate his political enemies. Congresswoman Jasmine Cro…
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Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
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When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Y…
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Bonus Episode: One Size Doesn’t Fit All: Finding the Right-Sized ERP for Your Business
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Very few situations call for a one-size-fits-all approach, especially ERP. However, many businesses aren’t aware of the options they have for right-sizing their technology solutions. This means they may try to force the wrong ERP into their unique framework or purchase large, expensive solutions only to use a fraction of the system. During this spe…
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Money Talk Podcast, Friday Sept. 19, 2025
20:05
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Advisors on This Week’s Show Kyle Tetting Adam Baley Dave Sandstrom with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik Week in Review (Sept. 15-19, 2025) Significant Economic Indicators & Reports Monday No major announcements Tuesday In a sign of consumer spending resilience, the Commerce Department reported a 0.6% rise in retail sales in A…
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👽 Ep 81 - Amex Plat refresh, New Meta glasses, Seats.aero discount, Practicing any chance you could, Launching probe groups, GPT5 Pro, and more
40:22
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View Full Show Notes Join The Free Weekly Newsletter Apply For Our Private Discord ------------------ This episode is brought to you by seats.aero ✈️ Use code TDC for 20% of annual Pro memberships (and receive access to private channels on their discord 😉) ------------------ Enjoy this episode? Most people find the show through word of mouth. Pleas…
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Building wealth is simple when you know what to do - and when. We walk through the Financial Order of Operations, our nine-step, next-dollar plan that takes you from covering your highest deductible to capturing the employer match, killing high-interest debt, maximizing tax-free growth, and even deciding when to pay off low-interest debt. Follow th…
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Balancing US and International Stocks to Diversify Your Investments, Ep #263
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Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might backfire this year, with international markets significantly outpacing American stocks. In this episode, I dive into why diversifying globally isn't just smart investing; it's essential for long-term wealth buildin…
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Service Advisors: Top Tips for Phone Success
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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 talks about phone skills for service advisors. He emphasizes the importance of treating every incoming call…
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Should You Hold Cash Investments After the Fed Cuts Interest Rates?
18:26
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There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final mo…
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1109-It Matters Not What You Think; It Matters All What You Do
58:43
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Is Your 401(k) Doing Everything It Could Be?
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If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great. Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POW…
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Building Pillars of Independence with Greg Curry
25:35
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In this engaging episode of RIA Collective, host Charlie Van Derven sits down with Greg Curry, founder of Pillar Financial in Louisville, Kentucky. With nearly three decades of experience spanning accounting, insurance, and independent advisory, Greg shares his unique journey from CPA and institutional product management to building a successful fe…
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1108-Who Will Marry Your Widow and Raise Your Children If You Die on The Field of Battle?
29:35
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Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
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With Mike Durbin, CEO of Cetera Financial Group Overview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podca…
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Medicare’s Future: Rising Costs, Fewer Perks, and Hidden Traps
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Even if you’re not on Medicare right now, chances are someone you love is—and sooner or later, you’ll face those decisions yourself. That’s why it’s worth paying attention to an important letter that arrives every September: the Annual Notice of Change. Most people glance at it, toss it aside, and never think twice. But with big shifts coming in 20…
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In this conversation, Sonja Stirnimann talks to Melody Moore about the importance of corporate integrity and how it shapes leadership. They explore the clash between personal and corporate integrity, the impact of cognitive dissonance on decision-making, and the need for authenticity and vulnerability in leadership. The discussion also touches on t…
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AI vs. Human: Can You Trust a Robot with Your Money?
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In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions. Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. H…
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The ERP Minute Episode 204 - September 16th, 2025
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The week began with major news from Oracle, announcing its fiscal 2026 Q1 results. In other news, SAP announced it has completed the acquisition of SmartRecruiters, a provider of enterprise-grade talent acquisition software. In more expansion-related news, Qlik announced the upcoming availability of the Qlik Cloud Canada region on Amazon Web Servic…
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Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, CFP®. - 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 Part…
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This One Expense Is Breaking People’s Retirement
1:07:51
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Fidelity released their 24th annual Retiree Health Care Cost Estimate, which revealed that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. We walk you through our thoughts on Fidelity's study and talk through how to financially plan for the retirement of your dream…
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Beyond Thinking, Chapter 2: My Journey of Self-Discovery and Philosophy (Becoming the Philosopher of Your Own)
7:16
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In this special episode of Podcast xtra, I share my personal documentary of self-discovery and philosophy. This is not just another chapter — it is my life story, my struggles, and the theory I’ve built from years of living through war, culture, business, politics, and personal transformation. I talk about the importance of questioning the reality …
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134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
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If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize. That’s exactly what I dive into with today’s guest, Marisa Messana. She went from leading Clemson’s women’s golf team to the national championship, to competing as a professional golfer, to now…
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The Retirement Income Rule You Can’t Ignore: Shootin' It Straight With Stan
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In this episode, The Annuity Man discussed: Preserving principal Matching products to time horizons Adapting to changing rates Prioritizing peace of mind Key Takeaways: The “never touch the principal” rule emphasizes generating retirement income from interest alone, keeping original capital intact for protection and legacy. CDs and treasuries are b…
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The Millionaire Mindset: How Successful People Think About Money
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45:46
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In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth. Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful Peop…
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2026 ERP Trends By Industry - The ERP Advisor Podcast Episode 123
45:20
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2025 has brought impactful developments in the world of ERP across all major industries. At the same time, various economic and global factors have changed what businesses need and demand from their software solutions, with even more investments focused on industry-specific needs. As a result, we expect big things across many industries in 2026. On…
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Why Education Matters More Than Social Media Careers | short session
11:31
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In this short coaching session for OpenTalks, also featured on Podcast Extra, Alaa Ezzeddine shares a powerful message for the new generation. While many young people dream of becoming influencers or building a life on social media, Alaa reminds us that real success comes from education, university degrees, and building lasting careers. Social medi…
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#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
1:10:11
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Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the i…
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Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris
44:58
44:58
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In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiri…
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Retirement Mythbusters: Breaking 7 Rules That Might Be Wrong For You
20:09
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Ryan Herbert & Lawrence Kiely breakdown these 7 rules in retirement that may not apply to you: 1) The 4% Rule 2) Spend as little as possible 3) Delay your Social Security until age 70 4) You need $1 Million to retire 5) Pay off your mortgage before retirement 6) You should avoid Annuities 7) 65 is THE retirement age Want to begin building your reti…
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THe VC Firm That Thinks Different and Hires Bots with Brad Zapp
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56:45
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What happens when a banker’s son builds a venture firm in a place most investors overlook? Brad Zapp, Cp-Founder, President and Head of Strategy & Marketing at Connetic Ventures, shares how rejection fueled his pivot into early-stage investing, eventually leading to Wendal, an AI-powered associate that reviews founders 24/7. With this remarkably in…
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WARNING: Do Not Touch Your Student Loans Until You Listen to This | Ep 29
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In this masterclass-style episode of Life Well Lived: A Physician’s Guide to Wealth, host James Nutter (fiduciary financial advisor and partner at IM Wealth) is joined by Andrew Paulson, co-founder of StudentLoanAdvice.com and a nationally recognized student loan consultant affiliated with White Coat Investor. Together with James and co-host Jeff M…
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The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts
46:24
46:24
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In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months). Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox:…
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Special Update: OpenTalks Joins Podcast Xtra
11:16
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In this short update, I, Alaa Ezzeddine, share exciting news about the Podcast Xtra journey. My new weekly coaching podcast, OpenTalks, is now officially a division of Podcast Xtra. Every Tuesday, OpenTalks brings a new coaching session focused on growth, clarity, and action. From now on, when a coaching topic fits both spaces, you’ll hear it on Po…
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