A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Independent Financial Advisor Podcasts
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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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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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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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 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 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
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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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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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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
6263
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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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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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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"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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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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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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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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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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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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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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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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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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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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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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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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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
910
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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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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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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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® 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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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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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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Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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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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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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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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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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Financial Fitness with The Money Doctor is a weekly, hour-long National radio show devoted to helping individuals and small business owners better understand their finances and the psychology involved in why we make the decisions we do, how it affects our relationships, our sense of self-worth, and most importantly what we have the power to DO about it! Even prior to this current, highly timely expansion including with BBS Radio TV, which is syndicated to every major audio portal on the worl ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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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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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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Financial advisor technology news and information
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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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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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
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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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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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Today, David and Chip start with some good news, as Nebraska ranks among the happiest states in America despite high property taxes. From there, they discuss the latest on the U.S. budget deficit, tariffs, and the growing divide in the “K-shaped” economy before wrapping up with a look at rising education costs—and a funny story about smart beds gon…
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The “Go Live Your Life” Rule: Rethinking Retirement Spending
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Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rule” in retirement. Today's Stocks & Topics: Fiserv, Inc. (FI), Market Wrap, Fed Rate Cuts, the “Go Live Your Life” Rule: Rethinking Retirement Spending, QUALCOMM Incorporated (QCOM), Three-Buckets Reti…
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Advisors on This Week’s Show Kyle Tetting Art Rothschild Steve Giles (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Oct. 27-31, 2025) Significant Economic Indicators & Reports Monday An indicator of demand for manufactured products, the Commerce Department’s report on durable goods orders, was unavailable because of th…
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It is no secret technology stocks have been a driving force in domestic stocks. However, their continued rally has led to the overall sector becoming a huge chunk of the market, and therefore the market's return. How has the happened? Is the concentration to tech stocks truly indicative of the overall diversification of the US economy? Has this sor…
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1% Better Every Day, with Founder & Managing Partner Chip Kispert
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Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also abo…
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Ep 307. Government Tax-Free Bonds During Retirement
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Where did the term “Quintile” come from? Are government tax-free bonds a good tool for income in retirement? And given the 2-year look-back for IRMAA limits, how much could we comfortably “overshoot” the 2025 limits without being affected in 2027? David Brooks has answers to these questions in today’s Q&A episode.…
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The US Dollar Is Weak. Is Your Portfolio at Risk?
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How is the weakening dollar affecting your portfolio? The world’s reserve currency fell sharply in the first half of 2025, making it a bruising year. It has recovered some but still sits below where it started the year. Other currencies like the euro, Japanese yen, and Mexican peso look stronger against the greenback. Several factors could influenc…
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Babies, Capitalism & a Demographic Crossroads
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We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions. Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporati…
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The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"
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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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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
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Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…
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Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
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David welcomes back Mike Shudel, a Certified Exit Planning Advisor, to discuss proactive strategies for business owners looking to grow, protect, and eventually exit their companies. Together, they break down key topics like tax structure, key-person planning, and succession strategies that can turn a lifetime of work into lasting value.…
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How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
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With Jarrod Malone & Michael Bressan, Partners at Shumaker Overview As TROs and lawsuits make headlines, two top attorneys who represented Merrill breakaways OpenArc, share how advisors can minimize risk, protect client relationships, and make a clean move with confidence. Watch… Listen in… > Download a transcript of this episode… NOTE: The views a…
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Why Divorce Rates Go Up When Women Earn More
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More and more women are out-earning their spouses, and it's creating new challenges in marriages. In this episode, we explore why these financial shifts can lead to tension and what couples can do to maintain balance, respect, and partnership at home. Contact: 817-444-8402 Website: https://bit.ly/2HLgkEx Schedule A Call Online: https://bit.ly/31Vab…
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The Truth About Long-Term Care Insurance (and When to Buy It)
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Sales of "traditional" long-term care insurance have fallen 92% since 2002. Meanwhile, hybrid policies have surged to over 500,000 sales a year. But which option actually makes sense for your situation? In this episode, I break down everything you need to know before buying long-term care insurance, including: ▶ The optimal age to purchase ▶ Tradit…
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WCI #443: From TSP to Solo 401(k): Real-Life Retirement Planning Questions Answered
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In this episode, we tackle some of the most common, and most confusing, retirement planning questions physicians and high-income professionals face. We dig into the pros and cons of Traditional vs Roth contributions, how TSP and deferred compensation plans really work, and what to know about 401(k) match true-ups. We also walk through real-life sce…
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Global Portfolio Insights: Lessons from Around the World
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We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio. Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, …
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The ERP Minute Episode 210 - October 28th, 2025
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SAP kicked off the week announcing its financial results for the third quarter of 2025. CMiC made a landmark announcement, unveiling NEXUS, their AI-powered construction ERP. Microsoft announced the Finance solution in Microsoft 365 Copilot is now generally available. IFS announced the next evolution of its IFS Loops agent platform: 10 Digital Work…
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Hoarding, FOMO, and Zcash: A Private Bitcoin
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What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In this episode, David explores why that is, and shares why he recently bought Zcash, and how it’s both similar to and different from Bitcoin. Email New…
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Market Freestyle or Annuity Lifestyle: Shootin' It Straight With Stan
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In this episode, The Annuity Man discussed: Building stability through guaranteed income Balancing growth with protection Turning profits into long-term security Planning now for future calm Key Takeaways: Relying solely on volatile markets can be risky, especially with age. Creating an "income floor" through Social Security, pensions, and annuitie…
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Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families
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Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the o…
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Episode 239: Shaping Strategy and Supporting Advisors
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By Cambridge
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David shares insights from his recent trip to Beverly Hills, where he attended the CAS ALTS Summit focused on alternative investments for accredited investors. He explains why private markets are becoming more accessible and what investors should know about liquidity before turning to global headlines, including Japan’s historic appointment of its …
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Why Q4 Investment Portfolio Positioning Matters More Than Ever
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Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. So, perhaps now more than ever, i…
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140: Triad Member: How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine
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In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that’s tripled in size over the past three years, now closing in on $40 million of new assets in 2025. Gary start…
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AI, Jobs & Investors: Growing Divides in the Workplace
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We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors…
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Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
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The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Episode #1: Why College is Great - But Also Perilous
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Hey, Ric Edelman here, and I'm back with something special: a four-episode podcast series about college. After 32 years on the radio and three years as a Top 1% podcast, I couldn't stay away when I realized how many families are struggling with the biggest decision teenagers face today. Here's the reality: College graduates earn nearly a million do…
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
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Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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Real Estate, Relocation & Building Wealth with Zoe Taylor | Ep 35
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In this week’s episode of A Life Well Lived: A Physician’s Guide to Wealth, James welcomes Zoe Taylor, a nationally recognized realtor and founder of _Moving Medicine Partners_—a nationwide network of 83 realtors who are all married to physicians and uniquely understand the challenges of relocating for medical careers. Zoe shares hard-earned insigh…
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Generative AI in Finance: 5 Ways to Budget, Plan, and Save
44:26
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We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios. Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budg…
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Play Ball: Fed Seems Poised To Cut Rates at Next Week’s FOMC Meeting
24:35
24:35
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Amid the ongoing government shutdown, we look at alternate sources of data to draw a picture of what’s happening with inflation, the labor market, and home sales. Our experts provide insights on the market’s reaction to these reports, the anticipated Federal Open Market Committee (FOMC) meeting next week, and the performance of different sectors an…
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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
40:04
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Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…
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MtoM #246: Neonatologist's Hobby Turns into Lucrative Side Gig and Alternative Investment and Finance 101: Alternative Investments
21:14
21:14
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We have a Milestone on the podcast today that we have never heard before. We are chatting with a Neonatologist who has become financially stable enough to start investing in comic books. He has acquired a $500,000 collection. He said he was on his way to FIRE and realized he really enjoys his job and wanted to spend more along the way. So he went b…
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Financial Fitness With The Money Doctor, October 26, 2025
1:04:46
1:04:46
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Financial Fitness With The Money Doctor with Frances Rahaim, Ph.D. "The Money Doctor" Dr. Alexander Kucherov, Affording Fertility Treatment, part 2 of 2 The conversation continues as Dr. Frances Rahaim and Dr. Kucherov dive deeper into treatment options, emotional resilience, and strategies for managing fertility costs without sacrificing future go…
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Ep 304. Advisor Talk With Kurt Fillmore (part 4)
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We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Kurt Fillmore, covers multiple topics with David, from the psychological changes retirement brings to giving purpose to the “why” when it comes to planning for retirement. This conversation has been brok…
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Is a Securities-Based Line of Credit (SBLOC) Right for You?
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We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs. Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (S…
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Advisors on This Week’s Show Kyle Tetting Adam Baley Mike Hoelzl (with Max Hoelzl and Joel Dresang, engineered by Jason Scuglik) Week in Review (Oct. 20-24, 2025) Significant Economic Indicators & Reports Monday The Conference Board said its September index of leading economic indicators was not available because of the government shutdown. The ind…
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