Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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RIA Podcasts
The Femme on Collective is a podcast collective where we discuss issues or pop culture that interests us, with a feminist, female view. Hosts Ada, Alyson, Jess, Ria and Tonya bring their unique voices to a variety of subjects including books, film, TV, feminism, comics, fitness, activism and so much more.
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.
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Welcome to Regulate THIS! a RIA-ly Unfiltered Podcast. Hosted by industry legend Leila Shaver, founder of My RIA Lawyer and Business Guru Tracie Behr. Join Leila and Tracie as they dive deep into the world of Registered Investment Advisors (RIAs), exploring the challenges, triumphs, and real stories behind the scenes. ”Regulate THIS!” provides a candid and insightful look at the RIA landscape, empowering listeners to navigate the complexities of regulation with confidence. Tune in for honest ...
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Step right into the world of R.K Achina – the ultimate podcast and pastor for all you "faith, hope, and transformation seekers" out there. Get ready to jump into super cool sermons, motivational talks, and Christ-centered teachings that empower your journey. Get ready to uncover the secrets of taking your spiritual journey to the next level and embracing your most awesome self. We're delving deep into topics like faith, hope, prayer, relationships and finding your rhythm in this journey we c ...
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Welcome to Poems with Maria Berry I'm sure you'll be in your feelings😊
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Interviewing cidermakers importers, orchardists, foodies, farmers and cider enthusiasts around the world. Let's delve into the semantics of cider…or is it hard cider, cidre, sidra or fermented apple juice? The truth is out there in Ciderville and we are going to find it. We toast in celebration of cider; As a libation, a gift from the gods, a taste of terroir, and a hard pressed good time. Ready to quench your thirst? Grab a glass and join this chat! See you in Ciderville!
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Weekly podcast starring Audriel, Firas, Gagas, and Hazel talking about Indonesia pop culture, people's lifestyle, and many more.
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Real Stories, Motivation, Lifestyle, Love and many more!
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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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Podcast by Citywire
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This is my first podcast, please have fun listening and give feedback :)
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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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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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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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Welcome to cayot's guys!!! Cover art photo provided by Jeremy Galliani on Unsplash: https://unsplash.com/@jeremyforlife
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A podcast to help the medicine go down For medical students, by medical students
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The Robot Industry Podcast
Jim Beretta in partnership with A3 Association for Advancing Automation.
5
25
Podcast for the Automation, Robotics and Manufacturing Industries by host, Jim Beretta. The podcast is partnered with A3 | RIA Robotics Industry Association. We discuss trends, innovation, and important tech for advanced manufacturing.
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We discuss compliance topics that effect RIA firms from a former regulator's perspective. Hosted by: Ivan Barretto
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A podcast from three thirsty women about romantic fantasy fiction.
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Cerita tentang kehidupan
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The Ria Side of Life is a podcast about life and love, through the lens of a 20-something-year-old Nigerian girl.
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Brighten your week with the latest BBC Radio 4 comedy.
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My first podcast. Off the Chardonnay. Off the dome. I drink during the day and I talk about everything ❤️
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Lahat tayo, dumadaan sa phase na mapapatulala ka na lang at mapapatanong: "Bakit kaya?" Dito, hindi masamang maging magulo ang isip. Ninanamnam natin ang bawat "bakit kaya?" para marating natin ang ginhawa ng "ahhhh...kaya pala". Ganun naman talaga ang buhay. Mula sa bigat ng pagtatanong, papunta sa gaan ng pagkaunawa. Tara, sabay nating hanapin ang sagot.
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I'm made up of a whole another universe inside me, which consists mainly of my thoughts, my words, and things/people/anything basically that influences me, so yeah:)
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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The best kind of talk. Tell and share every kind of things. Mostly random.
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On Chicks in the Office, Ria and Fran keep you in the know on all things pop culture. The Chicks are the go-to source for entertainment news, TV and film recaps, and interviews featuring some of your favorite celebrities. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office
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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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Tune in to Ria's pride story. This is brought to you by Living with Stories & Hubhopper as a part of the #MyPrideStory campaign. If you have a story to share, please write to us at [email protected]
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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Dooh jangan didengar, disini tempat berkejel dan berlenjeh ria ;*
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Life is so fast that we often forget to look back and be mesmerized by the steps we've conquered. I'm Ria, just an 18-year-old who wants to document the life I'm living. I'm here to unravel it all with you. The good, the bad, and in between. I welcome you to a warm seat, and a fresh glass of h2o. looking forward to many conversations with you :) Feel free to message me, I'd love to listen! all platforms are @ riasrecords
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Armando Iannucci hosts the programme that gives you a cast-iron guarantee to be laser-focused on decoding the baffling world of political language. Each week he'll be joined by a guest to crack open the political phrasebook and attempt to demystify the doublespeak. Why does everything now have to be 'turbo-charged'? What's the difference between a 'pledge' and a 'mission'? Why has my local MP been 'weaponised' and should I be worried? You'll be treated to a crash course in the dark arts of p ...
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He's also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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WHERE INVESTMENT BUSINESSES GROW helping investment professionals with tips, tools and technologies to build their practices. Expert interviews.
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Join host Ria Dark into a journey to find mental health via Emotional Intelligence and have some fun and revelations along with way via interviews with celebrities and everyday heroes.
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The Light Lounge with Ria - For Sensitive Souls, Creatives, Empaths and perhaps a little ADHD too!
Ria Casebourne
0128
Soothing and strengthening sensitive souls through gentle conversations, this podcast is a space for the dreamers, creators, and quiet rebels who see the world differently. Whether you're running a business, dreaming of starting one, feeling stuck in a career, or nurturing a creative project—you're not alone. Expect honest chats, soulful insights, and practical encouragement to help you trust yourself, honour your energy, and create in a way that feels good. Because you’re not here to fit in ...
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Each week, Rhode Island Avenue Radio hosts Michelle Yancey and Kyle Todd sit down to visit with area business owners, city leaders, small business training experts, and the visionaries that help our local commercial corridors grow and thrive. Tune in to learn about Rhode Island Avenue NE Main Street’s new businesses; learn about some of the not-so-secret business gems of the community; and get behind-the-scenes stories about innovative business ideas happening right here in our neighborhood.
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Ria Gretchen Sophia Holocaust Prodcast Project Cover art photo provided by Ricardo Gomez Angel on Unsplash: https://unsplash.com/@ripato
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This is the Running Industry Alliance (RIA) Podcast brought to you in association with supersonic. “The podcast focuses on meaningful running industry content, with listeners benefiting from useful information, data and action points that can help propel their businesses forward, sharing peer to peer knowledge whilst showcasing the running industry and advancements beneficial for all”. Originally the Running Industry Podcast (2020) hosted by Matt Ward, now having joined forces with RIA to be ...
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Professor Brian Cox and Robin Ince host a witty, irreverent look at the world through scientists’ eyes. Joined by a panel of scientists, experts and celebrity science enthusiasts they investigate life, the universe and everything in between on The Infinite Monkey Cage from the BBC. From the smallest building blocks of life to the furthest stars, the curious monkeys pull apart the latest science to reveal fascinating and often bizarre insights into the world around us and what lies beyond. Ca ...
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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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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Bocadinhos da história galega nos seus diferentes aspectos: sociais, políticos, linguísticos, etc... Para compreendermos um pouco melhor a história e a língua da Galiza...
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Welcome to The Directors’ Take, a podcast where we explore how you go from directing something with your mates, to being one of the most senior decision-makers on a film set. Hosted by Writer/Directors and rising stars Oz Arshad and Marcus Anthony Thomas, The Directors’ Take Podcast will arm you with all of the knowledge you need to be a success in the Film & TV industry. Whether it’s the two of them talking through their own filmmaking journeys and experiences or conducting deep-dives on Di ...
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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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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. If you want to be highly successful, helping a…
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We have a quiz! Play along at home! It's a fun, if occasionally labored, way of covering the most consequential stories in US wealth management from the last year. How many can you remember and what will their impact be? Alex, Ian and Andrew discuss. On the topic of massive news, the team also breaks down one last big deal — Corient's approach for …
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Breaking Cycles and Finding Meaning Through Nature with Bridget Crocker, Author of "The River's Daughter"
14:23
14:23
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Today, we're joined by Bridget Crocker, Adventure Travel Writer and Author of "The River's Daughter," to talk about her journey from growing up along the Snake River in Jackson Hole, Wyoming, to becoming an international river guide and writer. Bridget explores how nature, adventure, and personal reflection shaped her understanding of true wealth —…
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Together, they explore practical decision points advisors should consider: • The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration • When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based • Why some RIAs are now “breaki…
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Fusion – Ria Lina, Yasmin Andrew and Howard Wilson
42:14
42:14
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Robin Ince and Brian Cox get all fired up, overcome their natural repulsion and come together for this stellar episode on nuclear fusion. They’re joined by plasma physicist Yasmin Andrew, fusion scientist Howard Wilson and comedian Ria Lina to uncover the secrets of star-making here on our planet. Together the panel discovers how the sun fuses atom…
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The Deeper Purpose of Financial Advisors | Darren Hinshaw on RIA Collective
17:29
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In this episode of RIA Collective, host Charlie Van Derven sits down with Darren Hinshaw, Managing Director at NBC Securities, to discuss the often-overlooked impact financial advisors have on the stability and wellbeing of society. Darren shares why he believes financial services rank among the most important professions - alongside doctors and sp…
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In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understanding how priorities may shift over time. Topics include finances, daily routines, and personal goals, all considered in a realistic and reflective way. Th…
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Direct Affiliation vs. OSJ: Which Model Is Right for You?
32:50
32:50
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Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story. -How scale, support, and service models impact long-term net income. -When outsourcing operations can accelerate growth - and when it doesn’t. -How larger teams and solo practitioners should …
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Building Beyond the Founder: Gideon Drucker on Growth, Content, and Creating an Enduring Firm
35:42
35:42
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Gideon Drucker didn’t set out to simply maintain a successful practice. He wanted to build something that could grow beyond any one person. In this episode of The Advisor Journey, Gideon, president of Drucker Wealth, shares how he helped transform a founder-led, rainmaker model into a planning-first, ensemble firm managing more than $1B in assets. …
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483: The Talking Pomme's Grand Winter Party
14:23
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Enjoy this annual winter tale from Cider Chat Central! In this special holiday episode, Cider Chat invites you to step into the enchanting world of the Talking Pommes. The Talking Pommes Grand Winter Party is more than just a story - it's a celebration of all things pome, community, tradition, and the joy that comes with every glass of cider. The c…
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The North Pole Unwrapped - Russell Kane, Felicity Aston and Lloyd Peck
42:22
42:22
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In this Christmas episode of The Infinite Monkey Cage, Brian Cox and Robin Ince head to the North Pole to explore the dazzling science behind the northern lights, the extreme adaptations that help animals - and even Santa Claus - survive the Arctic cold, and how the Earth’s magnetic field might just guide him home. Joining the monkeys are comedian …
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December 20th, 2025 - Pre-Holiday Consolidation
44:10
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On this lively Saturday morning, the Van Wie Financial Hour team delved into the intricacies of recent financial market trends, holiday broadcasting schedules, and the curious effects of AI in the job market. Amusing banter interspersed the discussion as they examined economic reports, market corrections, and fiscal policies, while listener Greg ch…
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Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
22:05
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Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to improving operational efficiency. -The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce. -How clean, connected data enhances client experience and…
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Transforming Financial Planning Practices with Sten Morgan [Episode 340]
32:26
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In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value …
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I Don’t Do…Christmas! is a brand new, gloriously mischievous panel show for people who’d, well, rather not. Julian Clary hosts a yuletide celebration like no other, joined by comedians Jo Brand, Glenn Moore and Fatiha El-Ghorri, with special guest Gareth Malone. Hosted and Created by Julian Clary Featuring: Jo Brand, Fatiha El-Ghorri, Glenn MooreSp…
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Ranking the Top Pop Culture Moments of 2025 + Holiday Trivia!
1:20:59
1:20:59
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Holiday break plans! (00:00-14:18). Ranking each of our top 5 pop culture moments and top 5 internet moments of the year (14:19-53:09). Beat Ria & Fran game 201: Holiday Edition with Justin & Alexis (54:11-1:20:59).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime M…
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In this video, we talk about mapping your growth bucket for retirement and how it can be used to organize different areas of growth over time. The discussion centers on understanding where money, time, and energy are currently being allocated. We look at how priorities can shift as retirement gets closer and after it begins. This is not about predi…
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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Growth on Your Terms: Aaron Sherman on Independence
34:18
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Aaron Sherman has never been interested in chasing growth for growth’s sake. In this episode of The Advisor Journey, Aaron, president of Odyssey Group Wealth Advisors, shares how his firm chose a slower, more intentional path—one centered on deep client relationships, long-term clarity, and values-led decision-making. Aaron walks through his journe…
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Encore Episode: Tips from the Trenches - Taxes
4:24
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In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a…
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KATE HUDSON INTERVIEW + We Went to the ‘Marty Supreme’ NY Premiere
1:38:58
1:38:58
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Kate Hudson talked about Noah on ‘The View’ (00:00-14:24). We went to the ‘Marty Supreme’ NY premiere (14:25-38:57). Leonardo DiCaprio says he’s never watched ‘Titanic’ (39:37-48:15). The Oscars will air on YouTube starting in 2029 (48:16-52:38). Jordan Firstman & Hudson Williams resolve their ‘I Love LA’ & ‘Heated Rivalry’ feud (52:39-58:01). Inte…
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Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
1:00:03
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This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails ca…
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The Six Defining Trends Shaping Financial Advisors in 2025
51:18
51:18
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Show Highlights Include: 00:00 – Introduction & Why These Topics Matter Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025. 03:28 – Data as an Asset and Its Impact on Valuation Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms. 08:10…
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As the year comes to a close, Natalie Haynes joins Armando to discuss and dissect the words of 2025. Looking at official lists, and conjuring up some of their own, they set about breaking down the language that defined another frenetic year. We find out what links all of the official words of the year, and why we can learn a lesson from Austria whe…
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482: FLX Cider & Cheese Pairing with Cheesemonger Rachel Freier
41:53
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At the New York Cider Fest in November, there were 2 Cider and Cheese sessions. Cider Chat Emcee Ria Windcaller attended one featuring ciders from 4 different makers. This cider and cheese pairing was led by Rachel Freier, a cheesemonger who is based in the Finger Lakes. She brought deep knowledge, humor, and a whole lot of heart as we tasted our w…
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Monkey Business - Robin Dunbar, Dave Gorman and Jo Setchell
42:30
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In perhaps the monkiest Infinite Monkey Cage episode there’s ever been, Brian Cox and Robin Ince attempt to uncover the secrets of love, lust and friendship in primates. Swinging by to offer a hand (or tail) are evolutionary psychologist Robin Dunbar, anthropologist Jo Setchell, and comedian Dave Gorman. Together the panel explores Dunbar’s number …
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'Mormon Wives' Cast Overexposed? + We're Already Obsessed w/ 'The Traitors' S4
1:19:40
1:19:40
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Getting into the holiday cheer! (00:00-22:34). More heartbreaking information on the murder of Rob & Michele Reiner (23:24-29:29). Glen Powell & Michelle Randolph pose together at LA event after reports they're "casually dating" (29:30-33:29). Fergie reunites with the Black Eyed Peas after 8 years (33:30-50:41). ‘The Traitors US’ season 4 trailer (…
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Alix Earle Speaks on Braxton Berrios Breakup, Hailee Steinfeld & Josh Allen Having Baby + Sam Heughan Interview: 'Outlander' Final Season + More!
1:56:16
1:56:16
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Weekend recaps (00:00-10:20). Alix Earle speaks on split from Braxton Berrios (10:59-23:12). Hailee Steinfeld & Josh Allen are expecting their first baby together (23:11-26:09). Amy Schumer & Chris Fischer divorce (26:10-29:53). ‘Love Island USA’s’ Ace & Chelley break up (29:54-36:19). ‘RHOSLC’s’ Bronwyn Newport and husband Todd Bradley are getting…
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From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution
39:07
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Manish Khatta took over Potomac in 2017 with a $3M SBA loan, two young kids, and a firm that soon dropped from $185M to $140M in assets. Today, Potomac manages more than $3B. In this episode of The Advisor Journey, Manish shares the real story behind that growth — the bets he made, the setbacks he fought through, and the discipline that shaped his …
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December 13th, 2025 - The Year-End Checklist
43:51
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This week on the Van Wie Financial Hour, the hosts covered a range of topics, including market conditions, the impact of AI on stocks, retirement planning, and tax strategies. Listener engagement is encouraged through trivia questions and live calls, allowing the hosts to provide tailored financial advice.…
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Show highlights include: -Why client experience and technology will be the primary differentiators for advisors in 2026. -What a true CRM “health check” looks like and why clean data is the foundation of everything. -How workflow automation and AI note-takers are reducing friction and reclaiming advisor time. -The tradeoffs between all-in-one platf…
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Glenn Dial of American Century Investments on Why Sponsors and Participants See Retirement Risks So Differently
13:04
13:04
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A recent survey from American Century Investments reveals some surprising disconnects between retirement plan sponsors and the workers participating in their 401(k) plans. The findings uncovered some sizable gaps in how each group views participant preparedness, risk tolerance, and even the basic functionality of common retirement products. To brea…
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In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into …
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Comedian and folk musician David Eagle (of the three time BBC Radio 2 Folk Award Winning group "The Young'uns") brings his brand new comedy show to Radio 4. In episode 1 of 'See No Eagle', David's unpacking his childhood, from those memorable moments of his first go at the keyboard, to gracing the stage for the very first time (headlining the Teddy…
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Organizing your finances for retirement often starts with getting a clear sense of what you have, what you spend, and how your priorities may shift over time. This video explores common methods people use to sort their accounts, review their habits, and understand the different pieces that make up their financial picture. It also looks at how every…
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Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Connect with us at royalsinaction.org Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your life is about to experienc…
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1
Cetera CEO talks RIAs, M&A and that Commonwealth letter
46:09
46:09
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For our penultimate episode of 2025, This Week in Wealth is joined by Cetera Financial Group CEO Mike Durbin, who discusses everything from the firm’s efforts to recruit Commonwealth advisors to the importance of M&A for growth. In both instances, it’s a case of watch this space! He also explains why the firm is not solely focused on the RIA model …
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Encore Episode: You Didn't Hire Idiots
1:11:24
1:11:24
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Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings…
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Don't wait until it's too late. Work smarter NOT harder. On today's episode, join Tracie Behr and Leila Shaver as their dive into the world of succession planning.By regulate this
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Kylie Jenner & Timothée Chalamet PDA, Pamela Anderson on Liam Neeson Romance + Bobby Berk Interview
1:48:54
1:48:54
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Philly trip recap (00:00-22:01). Kylie Jenner & Timothée Chalamet match in orange at the ‘Marty Supreme’ LA premiere (23:16-38:49). Beyoncé, Nicole Kidman and Venus Williams to co-chair the 2026 Met Gala (39:50-45:18). Pamela Anderson speaks on romance with Liam Neeson (45:19-50:19). Interview with Bobby Berk - talking his new show ‘Junk or Jackpot…
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Choosing a Life That Feels Alive: Khe Hy on Clarity, Courage, and Building Work You Believe In
37:53
37:53
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Khe Hy spent 15 years rising through the ranks on Wall Street, eventually becoming one of BlackRock’s youngest managing directors. Then he walked away. In this episode of The Advisor Journey, Khe shares how he traded a high-status career for a life aligned with his values. He talks about the immigrant work ethic that shaped him, the internal voice …
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Civilisational Erasure (with Stewart Lee)
28:42
28:42
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Is 'Civilisational Erasure' upon us? This week, Armando is joined again by Stewart Lee to look at this phrase, and others from the US' new National Security Strategy. Would this kind of language have been unthinkable even a few years ago? We also look at other elements of the strategy, and whether it's time to forget the idea that Trump is playing …
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Creative Deal Structuring for Advisors With Scott DiGiammarino
31:07
31:07
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In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained s…
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481: Totally Cider Tour: A Merry Visit to Tom Oliver's
44:34
44:34
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Tom Oliver is delightfully talented, mischievously witty, and not only a renowned cider maker but also a top-notch perry maker. He may say, "If you're going to make perry and work with pears, you've already identified yourself as being criminally insane," but what we found was simply a bold maker willing to go the extra mile for every bottle. Enjoy…
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Head in the Clouds - Owain Wyn Evans, Gavin Pretor-Pinney, Amanda Maycock
42:24
42:24
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Robin Ince and Brian Cox look up to the heavens as they try to ‘de-mistify’ the foggy science of clouds. They’re joined by Cloud Appreciation Society founder Gavin Pretor-Pinney, climate scientist Amanda Maycock, and former weather presenter and drummer Owain Wyn Evans, for a whirlwind tour of our too often-overlooked aerial realm. The panel explor…
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Episode 23: Investing for Income, Real Assets, & Key Market Insights w/ Infracap’s CEO Jay Hatfield
38:44
38:44
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Jay brings decades of experience across investment banking, hedge funds, and real-asset portfolio management. In this conversation, we break down the strategies, risks, and opportunities that matter most to investors. Infrastructure Capital Advisors | Investing | New York, NY, USA In this episode, we cover: Jay’s origin story and the founding of In…
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Alix Earle & Braxton Berrios Split, Golden Globe Noms + Emily in Paris’ Lucas Bravo Interview
2:31:57
2:31:57
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HOLIDAY SHOW TICKETS > https://bit.ly/CITOPHILLYSHOW. Weekend recaps (00:00-22:27). ‘Sean Combs: The Reckoning’ documentary recap (22:28-36:00). Billy McFarland puts on another music festival (36:01-43:55). Alix Earle & Braxton Berrios split (44:33-53:39). Selena Gomez goes to Chiefs game with Taylor Swift (53:40-1:07:43). Golden Globe nominations …
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In this episode of Active Activism, Wayne Goodman and Tonya discuss Wayne's podcast Queer Words, banning books and the importance of creating space for LGBTQI+ voices as well as preserving them. Find out more about Wayne and his work: Queer Words Podcast instagram: @queerwordspodcast Queer Words website: https://queerwordsorg.wordpress.com/…
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In this episode of the Van Wie Financial Hour, Steve, Adam, and Joey discuss recent market trends, including a potential rate cut and its effects on the economy. They highlight the positive signs in various sectors, such as retail, semiconductors, and jobs, despite negative media portrayals. The team also shares success stories of companies like Ne…
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