Best Key Wealth Institute Podcasts (2025)

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Attorney Arrested After Opposing Trans Treatments for Kids Speaks Out 37:35

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22h ago37:35

37:35

The Supreme Court's decision to affirm Tennessee's ban on socalled "Gender Affirming Care" was a victory for people likeactivist/attorney Lois McLatchie Miller. On June 6, police in Brussels, Belgium arrested her and child protection advocate Chris Elston (aka "Billboard Chris") for peacefully displaying signs promoting the protection of children a…

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How to Navigate Social Security Like a Pro (With 2 Registered Analysts!) 54:50

3d ago54:50

54:50

In this special edition of Retirement Results, Ford Stokes is joined by guest co-host Matt McClure—Series 65 licensed advisor and one of just 23 Registered Social Security Analysts (RSSAs) in Georgia. With Sam Davis off on the golf course, Ford and Matt dive deep into optimizing your Social Security claiming strategy, why going it alone can cost yo…

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Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

5d ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

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Historian Bill Federer Says Month of June is Filled with Patriotism and Faith: Flag Day, Father's Day, and Juneteenth 44:09

8d ago44:09

44:09

The most patriotic day for America is July 4th when we celebrate the country's birthday commemorating the Founding Fathers' signing of the Declaration of Independence in 1776. But the month of June that precedes it is filled with three commemorative days also steeped in faith and patriotism, made possible because of what happened at the Second Cont…

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Why Your Income Strategy is the Key to Retirement Success 54:50

10d ago54:50

54:50

Advisors Ford Stokes and Sam Davis discuss the importance of preparing your portfolio for decumulation as you get close to retirement. Plus, did you know that you can ensure your income in retirement is GUARANTEED? -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to th…

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Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:29

12d ago40:29

40:29

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into C…

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John Kasich: Faith Institutions Are Key To Powerfully Heal Our Communities 35:07

15d ago35:07

35:07

Former Ohio Governor John Kasich believes the power of faith is not just a tool for personal happiness and fulfillment, but a great resource to help build communities and solve some of our most pressing concerns like poverty, health care, and building strong neighborhoods. Not content to leave civic involvement to government agencies, Kasich, who's…

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Improve Your Retirement Plan This Summer! 54:50

17d ago54:50

54:50

Advisors Ford Stokes and Sam Davis share a step-by-step guide to improving your plans for retirement this summer. They also discuss some real-life examples of how they’ve helped their listeners retire successfully. If you are thinking about retirement or even if you are already retired – our team is here to help! -- Schedule Your Free Meeting with …

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Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors 26:29

19d ago26:29

26:29

Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…

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Rebecca St. James and Cubbie Fink: The Making of a True Power Couple 34:33

22d ago34:33

34:33

Celebrity marriages come and go... and they do so rather quickly and often. But a true power couple is one where both man and woman, individually, are first devoted to God. So says Grammy Award-winning Christian artist Rebecca St. James and her filmmaker and pop band co-founder Cubbie Fink. Each found success in their careers before they even met, …

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Improve Your Plan & Live Comfortably During Retirement 54:50

24d ago54:50

54:50

On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…

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Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital 1:02:14

26d ago1:02:14

1:02:14

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…

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The Torah As A Self-Help Book? Social Science Proves It Says Author Mark Gerson 37:50

29d ago37:50

37:50

The Torah is made up of the first five books of the Bible: Genesis, Exodus, Leviticus, Numbers and Deuteronomy. Both Christians and Jews revere these books as containing incredible wisdom and a wealth of knowledge of who God is and His purpose for humanity. But theologian and author Mark Gerson actually thinks the Torah should be in the self-help s…

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Protect Your Investments and Create Income for Life 54:50

1M ago54:50

54:50

Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. -- Schedule Your Free Meeting with a Fiduciary Advisor : ww…

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Dakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private Bank 1:02:14

1M ago1:02:14

1:02:14

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research…

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Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute 7:11

1M ago7:11

7:11

Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall wellness—especially as you age. We discuss: How conditions like diabet…

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Giving Churches Ammunition to Fight Back Against Transgender Ideology 40:38

1M ago40:38

40:38

Attorney Vernadette Broyles knows her biology and science when it comes to gender and sexuality. She has an undergraduate degree in biology from Yale and was headed to medical school before the legal profession became her passion. She now advocates for children and parents, walking alongside them in their legal battles against the powerful lobby an…

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Is Your Investment Strategy Age Appropriate? 54:50

1M ago54:50

54:50

In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset allocation. They also discuss how to protect your savings…

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Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management 58:59

1M ago58:59

58:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family. Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-t…

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Historic Election of First American Pope, Pope Leo XIV 51:49

1M ago51:49

51:49

When the white smoke billowed from the Sistine Chapel chimney Thursday evening, Fr. Roger Landry, like millions around the world, waited to see who among the 133 cardinals had just become the 267th successor to St. Peter. He knew to listen for the Latin version of the Cardinal's birth name in order to translate to a media outlet. He knew there were…

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How to Turn Your Portfolio Into a Pension 53:32

1M ago53:32

53:32

On this episode, advisors Ford Stokes and Sam Davis explore how to turn your portfolio into a reliable pension. They share strategies to maximize your investments and ensure a steady income stream in retirement. From asset allocation to annuities, get actionable insights to secure your financial future and enjoy peace of mind. -- Schedule Your Free…

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Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

2M ago30:59

30:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal less…

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113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation 44:39

2M ago44:39

44:39

Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a true long-term mind-set. Van…

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Vaticanista John Allen on The Conclave vs. Conclave: The Real and the Hollywood Version 43:39

2M ago43:39

43:39

The movie Conclave, stocked with A-list Hollywood talent, has attracted much more attention since the death of Pope Francis and the impending Conclave to choose his successor. But how closely does the movie mirror the actual secretive event that has taken place for centuries under the frescoed walls of the Sistine Chapel? For veteran Vatican journa…

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Find Out If You Can Retire Today! 54:50

2M ago54:50

54:50

On this episode, advisors Ford Stokes and Sam Davis tackle the question – can you retire today? They share a list of practical tips to improve your cash flow and budget for retirement. Plus, they guide you through steps to proactively enhance your plan, ensuring you are prepared and confident. -- Schedule Your Free Meeting with a Fiduciary Advisor …

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Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners 51:57

2M ago51:57

51:57

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection. With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have resh…

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112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:34

2M ago46:34

46:34

Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…

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Fox Producer and Veteran Journalist in Rome Reflects on Covering Pope Francis and Traveling on the Papal Plane 33:02

2M ago33:02

33:02

Courtney Walsh is an American who has lived in Rome for most of her adult life. She speaks Italian fluently, is married to an Italian, they have three children — one of which is getting married this summer in the Italian countryside — and for several decades, Walsh has covered the Vatican, reporting on the popes, traveling on the papal plane coordi…

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How a Life Insurance Settlement Could Boost Your Retirement 54:50

2M ago54:50

54:50

Ford Stokes welcomes Rob Haynie of Life Insurance Settlements Inc to the show to talk about how people can turn their unneeded life insurance policies into cashflow during retirement. Plus, Ford and Sam discuss ways you can take control of your 401(k) investments and protect your hard-earned savings without sacrificing growth. -- Schedule Your Free…

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Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University 1:02:58

2M ago1:02:58

1:02:58

In this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success. Baylor’s $2.1 billion endowment supports a range of initiatives inc…

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Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review 2:04

2M ago2:04

2:04

Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking small actions today can make all the difference down the road in retirement! -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-1777 Li…

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The Resurrection of Jesus, a Supernatural Event 43:22

2M ago43:22

43:22

Easter Sunday celebrates Jesus Christ rising from the dead. That day changed the trajectory of a world drowning in sin. God broke through the barrier separating Him from His highest and most valuable creation... humanity. But believing in the Resurrection of Jesus means believing in the supernatural, in a vast world of power that exists outside the…

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Gain Control of Your Money Before It Controls You 54:43

2M ago54:43

54:43

On this episode, Ford & Sam share an example of how Active Wealth Management helped a couple who is retiring at the peak of this recent market volatility. They also share a checklist to help you take control of your money and improve your financial plan for the future. -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/p…

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Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors 42:41

2M ago42:41

42:41

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape. Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground …

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Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group 40:59

2M ago40:59

40:59

In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin their spring break. It’s a timely opportunity to pause, reflect, and start conversations that matter—like …

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The Easter Story is More than Meets the Eye (Or the Ear) 33:51

2M ago33:51

33:51

How many Roman soldiers does it take to arrest one man? If the man is Jesus of Nazareth... hundreds. On the night of His arrest, Jesus's reputation was that of power and miracles. The Romans were taking no chances. In the Garden of Gethsemane, we see the Lord of all creation humbling Himself to take the place of humanity. He knows His arrest will e…

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How To Protect Your Retirement as the Market Drops 56:00

2M ago56:00

56:00

How is your portfolio handling the recent volatility in the markets? On this week’s episode, Ford & Sam talk about what you can do to protect your hard-earned savings while navigating uncertain times. -- Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/ Listeners Call Us at (770) 685-1777 Listen to the show every wee…

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Bonus: Tick Tock—Beat the Tax Deadline Before It Bites 2:18

2M ago2:18

2:18

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide. -- Get Your Complimentary Retirement Plan Today: h…

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Bonus Interview: Spring Clean Your Finances for America Saves Week 5:59

2M ago5:59

5:59

It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up …