Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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Investment Advisor | Host Podcasts
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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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Actionable conversations on mindset, self-improvement, wellness, mental health, and spirituality—so you can level up without burnout. Host Stacey Chillemi and Co-Host Lisa Urbanski share practical strategies, proven habits, productivity systems, and advice you can use today. Weekly episodes include Mind & Body conversations (resilience, energy, purpose, spirituality). Follow now for step-by-step advice to build a life you love—without burnout. New episodes weekly. Follow The Advisor with Sta ...
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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The Healthy Wealth Experience - Where Financial Success Meets Personal Wellbeing Host Chris Hall combines 30+ years in finance with wellness expertise to help entrepreneurs and professionals build wealth without sacrificing their health. From investment strategies to money management, we offer advice to make financial success more sustainable. New episodes every week 📈 Market Analysis with a Wellness Twist 💪 Entrepreneur Health & Wealth Stories 🎯 Practical Money + Mindset Strategies Join 323 ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it's important to know the vital signs of your financial health, and the profession simply comes with complexities others don't understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten.
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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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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Welcome to the #WisdomOfWomen Show, dedicated to amplifying the wisdom of women in business. A new model of leadership is emerging, and we are here to elevate the voices of women leading the way. We feature trailblazing women founders, investors, and growth experts illuminating the path of growth and prosperity for women-led enterprises. Join your host, Coco Sellman, 5x founder, impact investor, advisor to 500+ entrepreneurs, and creator of the Force for Good Business System(TM) -- the only ...
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If you're 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He'll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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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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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you're on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Author, Actor, economist, lawyer, professor of law and economics, columnist for the Wall Street Journal, Presidential speechwriter, multi Emmy Award winning game show host, investment advisor, and America’s humble servant and Co-host of The World According To Ben Stein, published writer for many well renowned publications, former nationally syndicated radio host and addiction specialist, Judah Friedman are quickly becoming the most popular and talked about Podcasters on the internet. Three t ...
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How many times have you heard a radio host say, "I wish our audience could have heard the conversation our guest and I had during the break..." This podcast are those conversations.
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Whatever life after 50 looks like to you, thinking about money in retirement shouldn't keep you up at night. We're all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there's the biggest unknown: how much health care you'll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may ...
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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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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.
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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Josh Jalinski
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Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute fo ...
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Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capita ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Join Todd Herman on The Todd Herman Show offering unfiltered commentary on today’s critical issues. A former Seattle radio host and frequent Rush Limbaugh fill-in, Todd delivers sharp Christian conservative perspectives on politics and more. With a background at Microsoft and as a startup CEO, he blends real-world experience with fearless analysis. Subscribe for daily episodes, exclusive blogs, and show notes via Substack. Perfect for listeners seeking truth in a complex world. For more info ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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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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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Get better at marketing in just a few minutes. This show is for business leaders and entrepreneurs. You'll get a mix of practical marketing tips, insights on the business landscape in relation to media, personal finance and wealth management perspectives, and fun pop culture tie-ins. Episodes average ten minutes and are evergreen. This show is designed to be concise, thought provoking, and entertaining. Everything comes back to marketing and psychology but you'll come to enjoy the variety an ...
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In this podcast, host Dave Goetsch, co-executive producer of "The Big Bang Theory" and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
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Business Talks with Alaa Ezzeddine is a weekly podcast that explores the world of business, investments, and strategy. Every Friday Alaa dives into global market trends, startup growth, corporate leadership, and investment opportunities—sharing insights from years of international consulting and strategy work. Designed for entrepreneurs, executives, and anyone passionate about building and scaling businesses, this podcast blends practical advice with forward-looking strategies. From startups ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerf ...
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associat ...
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The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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Don and Tom take listeners on a wild ride through the booming (and frequently disastrous) world of leveraged ETFs. They break down how these funds promise double or triple the excitement but mathematically bleed away returns through volatility decay. A few listener questions follow, covering retirement cash buffers, negotiating advisory fees on lar…
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Menopause Symptoms Doctors Dismiss: Why You Shouldn’t
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35:27
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If you’ve ever felt dismissed by a doctor about painful sex, leaking, or low desire... this episode is your permission to demand better care. In this powerful convo, host Lisa Urbanski and women’s sexual health expert Helen Stearns, DNP, break down the real reasons sex can hurt, why menopause wrecks your vagina and bladder, and what actually fixes …
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250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn
31:50
31:50
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Chapters: 00:00 – Intro 01:03 – Lessons from 250 Episodes 22:54 – The Mythbuster Mentality 23:26 – Authenticity, Evolution, and Advisor Education 31:29 – Keep It Fresh Learn more about our companies and resources: -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com -Elite Marketing Concepts | Marketing Se…
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With some bad financial decisions in our past, and a large inheritance now in the picture, we're terrified of making the wrong move. Have a money question? Email us here…
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WCI #444: Dividends, 457(b)s, Side Gigs, and 401(k) Wisdom
37:57
37:57
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In today's episode, we're tackling a wide range of listener questions. We'll break down the pros and cons of reinvesting dividends automatically versus manually, explore how to balance the risk of relying on a pension and 457(b) without over saving for retirement, and discuss whether side-gig income warrants forming an LLC or carrying separate insu…
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#177 - 2025 year-end tax planning tips and items to consider
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Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accounts Roth conversions distributions from qualified accounts Required Minimum Distributions ("RMDs") charitable donations Qualified Charitable Distributions ("QCDs") from IRAs gifting tax loss and tax gain harvest…
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November 5, 2025 - Zach and Chase discuss the implications of tariffs on the market, the current economic data indicating job growth, and the ongoing cost of living crisis affecting many Americans. He explores the political polarization surrounding economic policies and reflects on cultural shifts in American work ethic, emphasizing the need for a …
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Are you having sex—or making love? The difference can change your life. Host Stacey Chillemi sits down with Aaron Mandelbaum (creator of Sex & Love for Self & Soul) to decode ego-driven intimacy vs. soul-led connection. Fast, real, zero fluff—expect practical tools you can use tonight. You’ll learn: Spot ego patterns vs. soul-led signals Build self…
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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The Media Defends Genocide … Because: Trump Ep-2432
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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Don and Tom tackle the universal truths of investing — namely, that most investors underperform the market due to their own behavior. They discuss the persistence of emotional decision-making, the dangers of market timing, and the importance of diversification and sticking to a plan. Listener calls cover UGMA accounts, bond allocation in IRAs, down…
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From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder]
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In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Mike Padawer, CLTC, founder and president of Inertia Advisor Services Group and Carefidence, to discuss why financial planners must shift their approach from simply paying for care to truly planning for care. Mike—author of What's the Deal with Long-Term Care an…
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Managing Risks and Uncertainty Around the Government Shutdown, Stock Prices, and Market Bubbles
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"Risk" and "uncertainty" are similar concepts. But your financial plan has to be prepared to cope with both. I think that mix is what's making some folks a little uneasy right now. In addition to the typical risks that all investors accept, we're also dealing with uncertainty around the government shutdown and what the effects on the economy will b…
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Death by Boomer with Jeff Styles! Are We Ready To Be Saved! (Powered by Guardian Investment Advisors)
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Death by Boomer with Jeff Styles - every Wednesday! Are we ready to be saved?!?Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we als…
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This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch
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This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.com Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, ve…
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"Either There Is An Agenda, Or There Is A Serious Problem In Their Models" With Dr. Anas Alhajji, Energy Outlook Advisors
1:11:54
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Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy secu…
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The Silent Battle: Why Your Life Still Matters
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What if the thing you survived is the thing that gives you purpose? If you’ve ever asked, “Why am I still here?” this episode shows you the answers. In this powerful conversation, host Stacey Chillemi sits down with healthcare ethicist and moral injury expert Dr. Carter Check to talk about how purpose heals, how to reconnect with the people you’ve …
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11.05.25 Spend Less On Internet Service / SCAM WARNINGS
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Today - You know Clark loves competition, and there is more choice for you now in the home internet market. More providers are offering wireless internet. Also, scams keep morphing and proliferating. Clark discusses the patterns to recognize so you’re able to protect yourself and others. Home Internet For Less: Segment 1 Ask Clark: Segment 2 Scam W…
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With a recent divorce now in the rearview mirror, what's the right financial game plan to ensure that I'm still on track for a solid retirement? Have a money question? Email us here…
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Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be
24:18
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Metcalf Partners Women's Financial Planning event takes center stage as Jeb, Ethan, and Eric welcome international keynote speaker, Tara Renze. Tara shares her journey from corporate sales leadership to becoming an emotional intelligence expert and author of "Be Who You Came to Be: 43 Secrets to Unlock the Most Powerful Version of You." The convers…
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Leadership Lounge: How to Be an Effective Board Director When Everything Is On Fire
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Board directors operate in an environment of high complexity and volatility. The question isn't whether crises will occur—it's whether directors have the skills, judgment, and relationships to navigate them effectively. In this episode of Leadership Lounge, we talk to two of our trusted advisors—Gwenael Quere and Ted Dysart—who share their perspect…
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Values-First Growth: Build a Business With Joy
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Burned out but still dreaming bigger? This episode shows you how to turn your calling into a business you enjoy without the hustle hangover. Host Stacey Chillemi sits down with LeAnn Lyon, entrepreneur coach and Chief Joy Officer at Joy Minder, to unpack a values-first path to starting (or restarting) a business. From faith-rooted resilience to her…
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Winnipeg’s Business Blueprint— From Ideas to Impact
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What if the fastest way to grow a city’s economy is simpler than you think... connect the right people, at the right time, for the right outcomes? Host Lisa Urbanski sits down with Loren Remillard, President & CEO of the Winnipeg Chamber of Commerce, to unpack how community, entrepreneurship, and smart risk-taking fuel real economic momentum. From …
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Reinvent Your Business—Lessons from Amazon
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What separates digital winners from the rest? On this episode of The Advisor, host Lisa Urbanski sits down with former Amazon executive and bestselling author John Rossman as he shares the insider playbook for launching, scaling, and reinventing businesses in today’s digital age. You'll discover how to: 🚀 Build & Scale Marketplaces: Lessons from Am…
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Why 80 % of Small Businesses Fail—and Exact Steps to Survive
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Hey, it’s Stacey Chillemi, and this is The Advisor. If you’re hungry for real, life-changing advice, tap Follow right now. One click, endless breakthroughs—ready? Hit follow and let’s grow together! Why do four out of five small businesses crash and burn—and how do the outliers thrive? In today’s power-packed episode, business turnaround specialist…
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Double Your Profits with Customer Retention — The Overlooked Growth Engine Every Small-Business Owner Needs
47:17
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Ready to grow faster without chasing new customers? Retention strategist Michael Sean McCall reveals why up to 60 % of future revenue comes from clients you already have—and exactly how to keep them coming back. In this value-packed 46-minute masterclass you’ll learn: 3 “leaky-bucket” moments that quietly drain repeat sales A 15-minute onboarding t…
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Magnetic Brand Identity—Craft a Business Customers Love
1:04:45
1:04:45
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Is your brand instantly recognizable, or just another logo in the crowd? Branding strategist Beverly Cornell joins host Lisa Urbabski to unpack the science and soul behind brands that break through the noise. In this value-packed conversation, you’ll discover: The 5 core pillars of an unforgettable brand voice and visual style A step-by-step bluepr…
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The Future of Business: Why Women Must Invest NOW!
32:27
32:27
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The Investing Game is Changing—And Women Are Leading the Charge. 💥 If you think the biggest opportunities in real estate, finance, and tech are reserved for Wall Street insiders, think again. The future of investing is shifting—and women are at the forefront. In this powerhouse episode, Stacey Chillemi sits down with venture capital and real estate…
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The Voters Have Spoken - And Must Be Punished
52:41
52:41
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On the Nov. 4 edition of #TheWorldAccordingToBenStein, what Mamdani means for New York, what inflation means for America, and what Trump means for the world.By Judah Friedman, Ben Stein, Peter Roff
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The Next Big Tech Boom Won’t Be in the S&P 500
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November 4, 2025 - Zach Abraham and Chase Taylor dissect the unsettling realities behind today’s markets — inflated valuations, blind optimism, and “Ponzi-like” corporate financing. From Palantir’s math-defying stock price to America’s waning competitiveness, they explore why the next era of real opportunity might lie far outside U.S. mega-caps.…
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Calm your Racing Brain with this Puppy Mind Trick!
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If your brain bounces like a puppy, this one’s for you. Author and teacher Phyllis Coletta, JD shows you how to turn the “puppy mind” into a calm companion—using humor, compassion, and tiny habits you can do anywhere. What you’ll get: SIT: posture + breath + a 60-second reset STAY: gentle “leashes” (breath, counting, mantra, hand-on-heart) when tho…
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The Left Inverted Animal Farm (and No-One Noticed) Ep-2431
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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Anger is a Hell of a Drug and Murder Starts in the Heart Ep-2430
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Angel Studios https://Angel.com/Herman Join the Angel Guild today and know you are not just watching, you’re helping make bold, faith driven stories like Disciples in the Moonlight possible. That’s Angel.com/Herman Bizable https://GoBizable.com Untie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at…
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Q&A: Can You Really Beat the Market by Copying Members of Congress?
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59:18
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#657: This week, Paula and Joe dig into a listener’s question about ETFs that track the stock trades of U.S. politicians — including the Democratic “NANC” fund and its Republican counterpart “KRUZ.” They explore whether this strategy is smart investing or just expensive entertainment. Then, they shift gears to home ownership headaches. Another list…
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Don and Tom tackle the timeless question: why do you invest? They challenge the “TINA” mindset (“There Is No Alternative”) and dissect new research claiming retirement savers should own no bonds at all. They argue that while stocks outperform over long stretches, bonds remain essential for emotional stability and survival during market crashes. Lis…
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Retire at 45? The FIRE Movement Myths No One Talks About
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You always hear talk about retiring early... but is it actually realistic? From savings rates and side hustles to emotional readiness and the risk of post-retirement depression, Josh explores the pros and cons of the FIRE movement, and blind spots people forget to plan for. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you nev…
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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM
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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Gle…
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Navigating the Digital Age: Privacy Challenges and Solutions with Frances Zelazny
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38:26
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In this new episode I'm joined by Frances Zelanzny, co-founder and CEO of Anonybit, a company dedicated to redefining privacy and identity security in the digital age. We delve into Frances's extensive experience in the realms of cybersecurity and digital identity, exploring her unique perspective shaped by her background as a daughter of a Holocau…
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Ep #263: When Politics Pause and Portfolios Don't
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18:25
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It's been over three weeks since the government shutdown began — now one of the longest in U.S. history. By the time this episode airs, Congress may have reached a deal, but the uncertainty surrounding it mirrors the broader unease in today's markets. Inflation, rate policy, and concentrated stock performance have investors questioning what comes n…
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33 - Is Downsizing in Retirement a Huge Mistake?
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares why a Beach Boy’s advice about retirement housing got his wife rethinking everything, and why that could matter for your retirement, too. Stewart and host Spike Spengel dive into key retirement decisions, from whether to downsize or upsize, to how the Federal Re…
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Rewire in a Week: Reset Your Brain, Lead Better
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48:37
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Stuck in the fear bucket? Flip the switch to love and watch your brain, boundaries, and business transform. Host Lisa Urbanski sits down with Mike Wood to unpack chapter 4 of his podcast-to-book series, focused on how shifting from fear to love rewires your chemistry (hello, oxytocin), resets your mindset, and recharges your results. It’s simple, d…
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Is Your Portfolio Too AI-Heavy? and Does Social Security COLA Keep Up With Inflation? In this episode, Wes Moss shares startling JP Morgan research: just 41 AI-related stocks now account for nearly 50% of the S&P 500's weight, making the market severely overweight in a single theme. Wes offers actionable advice on how to rebalance your portfolio. A…
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What's the Alternative? | Episode 27 | Stacking the Deck: Redefining Alternative ETF Models with Jeremy Schwartz
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In this episode of 'What's the Alternative?', Shana Orczyk Sissel, founder and CEO of Banrion Capital Management, chats with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. They delve into their groundbreaking collaboration—a cutting-edge ETF model that blends traditional investments with innovative alternatives. Discover how a 60/4…
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With four rental properties providing income, and low expenses, is it okay if I transition into part-time work? Have a money question? Email us here…
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Social Security 2026 Cost Of Living Update, #278
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Retirement planning is an ever-evolving process, and staying informed about changes to Social Security, Medicare, and tax limits is crucial to making the most of your golden years. On this episode of Retire with Ryan, I'm sharing important updates on the 2026 Social Security cost of living adjustment (COLA), projected changes to Medicare Part B pre…
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November 3, 2025 - Zach and Chase discuss the profound impact of AI on the economy and markets, discussing investment strategies, future trends, and the challenges associated with AI integration. The speaker emphasizes the importance of understanding AI's role in shaping economic landscapes and the necessity for investors to adapt to these changes.…
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