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Sharrock Podcasts

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This production centers on two women, Ivette and Iris, who were raised in Washington Heights in the 1980s. Now years later, and having relocated from the Heights, they contemplate the lessons they have aquired, their personal growth, the journey of self-love, menopause, and a multitude of other experiences.
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My name is Carl Shepard and I am curious about the concept of "shared culture". Each of us defines our discipline or culture in a unique way.. This project is a spotlight designed to cast light on the diverse collage that is our shared culture in Missouri.. I plan to seek out exceptional Missourians of all types and ask them: "where do you draw the line?"
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Stories from brave people making choices in their own workscape as they are being Self unLimited. Hear individuals share their story with Helen Palmer, creator Self unLimited and Founder of Questo. A limited series of episodes released when we discover someone with a great story to tell - someone who usually doesn't think of themselves as brave - but often someone, others are inspired to be more like.
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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This week on The Vital Women, I & I speak with Carmen Rosado, SHRM-CP . HR Professional Producing Results and Demonstrating a Commitment to the Development of Leaders and their Organization “I am a bilingual human resources professional with over 25+ years of experience in the areas of employee relations, recruiting, compensation and benefits admin…
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On this week’s episode, I & I speak with the author of”Shattered: Without a Break” Carla Fendricks. Due to the sensitive nature of the topic of the book, and to protect the author and their family, the entire interview was transcribed and dubbed over by our producer, Conor Walsh. A small town girl who has lived a very difficult life ; who could wri…
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Mad Bills to Pay (or Destiny, dile que no soy malo) is a 2025 American drama film, written and directed by Joel Alfonso Vargas, in his directorial debut. It stars Juan Collado, Destiny Checho, Yohanna Florentino and Nathaly Navarro. It had its world premiere at the 2025 Sundance Film Festival on January 26, 2025. On the review aggregator website Ro…
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On this week's episode, I & I sit down with Dutchess County Health Commissioner Dr. Livia Santiago-Rosado, and discuss health concerns that are plaguing the Hudson Valley and beyond. "As commissioner for the Dutchess County Department of Behavioral and Community Health, I am charged with protecting and promoting the health of our community. I have …
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Rowena shares with Helen how endings can shape us, not by what they take away, but by what they leave behind. She reflects on stepping away from familiar paths and learning to pay attention to what resonates. In turn, Helen offers her own experiences and questions, and together they explore how identity, meaning and movement unfold in a workscape w…
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Todays episode is packed with great stories. Though more importantly it sheds light on several very important facets of our system; with a plan to make them better. I met Allan Sharrock when he was the Lieutenant of 3rd platoon in C-company 110th Engineers. I was a Specialist (E4) in 1st platoon. This year we all met up and celebrated that tours 20…
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On this week's episode of The Vital Women of Washington Heights Living in Dutchess County, I & I speak with someone who helped to kick off The Vital Women. Today, I & I speak with Rocio Guerra Sharrock - Energy Advisor, HR Professional, Bilingual VA & Translator, and Founder of Entre Mujeres Networking. In fact, Ivette and Iris initially connected …
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Here's a special treat! I & I joined Beth Christy on her radio show on Hudson Valley Country 107.3 WRWD to promote the upcoming fashion show! https://wrwdcountry.iheart.com/featured/beth-christy/ Beyond Hot Flashes and High Heels Fashion Show is happening at the Salt Boutique Labs in Wappingers Falls on Thursday, December 4th from 6-9pm. Tickets ar…
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Carol Vincie is a trailblazing entrepreneur who started her first business at 16 and went on to break barriers during her 25 years at IBM. She later launched two successful businesses and helped secure $15M in funding during the Dot-com boom. Fueled by her undiagnosed ADD, Carol’s risk-taking, creativity, and vision have defined her journey—and now…
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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create custo…
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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on sc…
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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001 0.25 Professionalism and Ethics 0.75 Regulatory Compliance & Consumer Protection This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to comp…
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Jamie Thivierge is a Motivational Speaker and Counselor for women. Jamie received her credentials from Light University, and is the Co-Founder of Renewed Hope Counseling. Jamie is a certified mental health coach, specializing in the emotional well-being of women. Let's face it, we are all busy in life and need to take time for ourselves. Dedicating…
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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and…
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Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and…
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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001 0.75 Client Care & Practice 0.25 Technical Competence This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profi…
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Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001 0.25 Client Care & Practice In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shif…
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On this week's episode, we speak with Lori Eve Tatarsky, author of the book I Dare You To Walk in My Shoes. Lori Tatarsky is an author, speaker, and mental health advocate from New York. With 15 years of experience in advertising and freelance writing, she has also worked as an account executive for several companies. In 2022, Lori published I Dare…
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On this week's episode, I & I speak with Britney Ettinger, Program Director of Bolger House. Britney’s work is rooted in compassion, resilience, and a deep belief in the power of transformation. Meet Britney Ettinger "I support mental health and addiction recovery because I’ve witnessed the strength it takes to rebuild your life from the inside out…
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Kim shares how rediscovering her spinning wheel during COVID opened a new chapter in her workscape. What began as a revived hobby became a small, self-funded fibre-arts venture. She reflects on the satisfaction of tangible making after years in consulting, applying lean principles and safe-to-fail experiments to her creative process. Her story is a…
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Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001 0.25 Client Care & Practice 0.25 Professionalism and Ethics Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser at Bravium, her commitment to transparent client service and specialisation in defense clients, her industry advoca…
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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology ch…
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Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in real estate, the development of his data-driven, transparent property negotiation services, and practical strategies for planners and investors seeking to optimise property investment outcomes. Scott Aggett LinkedIn: https://www.linkedin.com/i…
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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025 0.50 Client Care & Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism & Ethics This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology ad…
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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025 0.25 Client Care & Practice 0.50 Technical Competence As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Toget…
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On this episode, I & I speak with Alyson Chugerman with Attain True Health. Alyson dives into how she discovered the positive effects of changing her family's eating patterns and how it improved everyone's mental health along with physical health. Alyson explains how that time period in her life catapulted her on the journey she is on now helping p…
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Earn 0.75 CPD here 0.25 Client Care & Practice 0.25 Professionalism & Ethics 0.25 Technical Competence Nathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on project-based client engagements, marketing strategies, and the lessons he learned over the past 18 months. Nathan Fradley…
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In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his business, the role of technology and media in client engagement, and his approach to evolving both his team and client base. Paul Benson LinkedIn: h…
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In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices through community, tailored technology, and integrated services, while prioritising culture and adviser success. Keith Marshall LinkedIn: https://www.linkedin.com/in/keithdmarshall/ Mario Finocchiaro Lin…
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On this episode, I & I speak with Lorena Galarza about her Ecuadorian heritage and her transition to America. Lorena describes the love story that brought her to the United States and the community that she has built for herself while she has been here. Lorena explains how lucky she feels to have a tight connection with her family, and how she has …
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In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience. Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ …
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Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way. Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Websit…
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In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees. Sue Morris LinkedIn: https://www.li…
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In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, a…
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In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement. Alex Berlee LinkedIn: …
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On this week's episode, Iris and Ivette speak with Duane Sharrock, Author of The Engine of Intent, Educator, Counselor, and Speaker. From Duane's LinkedIn: https://www.linkedin.com/in/duane-sharrock-2865ba30/ "For over two decades, my professional journey has been dedicated to understanding and fostering human potential. As an educator, counselor, …
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In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS's advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries. George Haramis LinkedIn: https://www.linkedin.com/in/georgehar…
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Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ Discover U…
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In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution's adviser-focused, flexible licensee model, its growth, support systems, and Brooke's personal journey and leadership philosophy. Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-…
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Nick shares on how becoming a house husband became one of the gigs in his current workscape. He talks about redistributing responsibility with his spouse, rebalancing priorities and navigating what it means to contribute in different ways. Rather than a fixed identity, Nick sees his roles—both paid and unpaid—as flexible and subject to ongoing nego…
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This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry. Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/ We…
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On this week's episode, Iris is currently away on vacation, so Ivette speaks with The Vital Women's producer, Conor Walsh. Ivette asks Conor about his inspirations with music, along with the background to songs such as "That First Step," "One of These Days," and "Yes." "The Vital Women of Washington Heights Living in Dutchess County" is Sponsored b…
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This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth's rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldo…
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Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base. Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/ The Wealth Designers W…
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This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice. Morgan Hayward LinkedIn: htt…
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U Ethical's Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credi…
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On this week's episode, Iris is away on vacation and producer Conor steps in! Ivette and Conor speak with men's coach Mark Guay about the struggles most men are having today. They dive into what it means to be a father figure and role model, how to unlock and come into one's essence, and the positive and negative ways we choose to express ourselves…
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This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Mic…
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David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves. David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial…
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