Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email [email protected].
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Simplify Asset Management Podcasts
Welcome to "M&A+: The Art After the Deal," the podcast that delves into the dynamic world of mergers and acquisitions, where strategy meets execution. I'm your host, Lisa Scott, guiding you through insightful conversations with M&A thought leaders and industry experts. Join us as we unravel the complexities, challenges, and success stories that shape the ever-evolving landscape of mergers and acquisitions. Brought to you by Intuitive Edge, the go-to elite legal services provider that's revol ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Welcome to Be a Smarter Homeowner podcast, where hosts, Beth Dodson and John Bodrozic are dedicated to helping you save money and get organized while managing, maintaining, protecting, improving, and eventually buying or selling your largest financial asset and biggest expense, your home. Discover how easy it is to be a smarter homeowner. Having worked with homeowners for over 20 years, your co-hosts are two of the three co-founders of HomeZada, a digital home management software platform th ...
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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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Welcome to The Investor’s Lens, your go-to podcast for expert insights, actionable strategies, and deep dives into the world of mutual funds and investing. Powered by UTI Mutual Fund, this investor education podcast simplifies complex financial concepts, helping you make informed investment decisions. Whether you’re a first-time investor or a seasoned professional, each episode covers topics that can help you on your investment journey. Tune in as our experts break down market trends, share ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Varrlyn is a consultancy firm established in 2010 and based in Amsterdam, The Netherlands. At Varrlyn, we are trained to think ahead. With advanced digital tools, we enjoy turning any obstacle into a chance to thrive. It’s all about thinking in terms of opportunities, together. With our four Valuestreams we help you propelling your dreams forward with ambition and excellence. Finance & Risk Asset Management Digital services Dealing room & Sustainability services Get ready to improve your cos ...
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Encrypted Ambition: Where Ambition Meets Encryption - Inside The Minds Of Disruptors.
Craig Petronella
Where raw ambition meets real execution. Encrypted Ambition explores the vision, grit, and game plans behind today’s most disruptive founders and technologists. From startup trenches to boardroom breakthroughs, the Petronella team dives into the future of business, AI, and digital resilience.
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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S10E37: David Cervantes talks 2026 outlook
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53:38In this episode of WealthVest:The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, Founder of Pine Brook Capital. They discussed David's success on Substack, his outlook for 2026, valuations, AI, the U.S. dollar, and the bond market. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing i…
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Your First Homeowner Roadmap - Simplifying the Complex
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35:59Summary this episode of the Be a Smarter Homeowner podcast, hosts Elizabeth Dodson and John Bodrozic discuss the essential steps for first-time homeowners. They cover the importance of understanding how to operate and maintain a home, the significance of regular maintenance, and how to prioritize home projects based on inspections. The conversation…
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How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263
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54:43Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how …
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18. Building a Firm That Grows Itself: The Brighton Jones Way
1:07:50
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1:07:50When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillo…
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Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262
1:00:23
1:00:23
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1:00:23Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need to grow How to pick your best-fit marketing channel W…
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S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares
53:24
53:24
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53:24In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares. They discuss what asset-based finance is, its evolution in the space, and the broader market, as well as the promote giving initiative. WealthVest – based in Bozeman, MT– is a financial services ma…
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AI, Law & the Deal: Rob Taylor on Risk, IP, and Post-Merger Reality
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49:05AI isn’t just a buzzword in deal rooms—it’s changing how due diligence, contracts, privacy, and integration actually work after close. In this episode, Lisa sits down with tech lawyer Rob Taylor to unpack what “AI risk” really means, why lawyers must understand the technology to spot legal exposure, and how companies can move fast and responsibly. …
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Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261
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50:18🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal …
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the shutdown, China-US trade tensions, private credit and the Fed's next meeting. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVes…
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How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260
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40:10Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You'll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize…
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First-Time Homebuyers: The 4 Phases to Get it Right
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46:03Summary In this episode of the Be a Smarter Homeowner podcast, hosts Elizabeth Dodson and John Bodrozic share their personal experiences as first-time homeowners and provide valuable insights into the home buying process. They discuss the importance of financial readiness, the significance of choosing the right location, and the criteria for select…
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What Every Homeowner Should Know About Shutoffs and Safety
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32:24
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32:24Summary In this episode of the Be a Smarter Homeowner Podcast, hosts Elizabeth Dodson and John Bodrozic discuss essential knowledge every homeowner should have regarding their home's utilities. They emphasize the importance of understanding how to manage water, electricity, and gas systems to prevent damage and ensure safety. The conversation cover…
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S10E34: Michael Green, Chief Strategist at Simplify Asset Management
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56:40In this episode, Michael Green, Chief Strategist at Simplify Asset Management, joined Tim and Drew. They discussed Michael's background, distortions caused by passive investing, the labor market, and the K-Shaped recovery. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed inde…
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Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259
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37:47In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private…
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17. Inside Kayne Anderson Rudnick’s 540% Growth Story
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58:37
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58:37Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent. In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Je…
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the government shutdown, the missing jobs report, gold and the ceasefire between Israel and Hamas. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance com…
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Homeowner Survival Guide: Claims, Contractors & Chaos
59:48
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59:48Summary In this episode, Elizabeth Dodson and John Bodrozic share their harrowing experience with a water damage emergency in their home. They recount the chaotic moments when they were awakened by screaming smoke detectors, leading to the discovery of water pouring from their light fixtures. The couple discusses the immediate actions they took, in…
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How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO | EP258
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48:33
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48:33AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and A…
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From DOJ to Digital Assets: Joshua Smeltzer on Deals, Courts & Crypto
48:46
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48:46Lisa sits down with litigator and tax specialist Joshua Smeltzer to unpack how Texas is positioning itself as a digital-asset hub, what the new business-court and “business judgment rule” mean for companies, and how tax and regulatory choices ripple through M&A, treasury strategy, and day-to-day operations. From plain-English explanations of blockc…
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Crypto Without The Chaos with Tyrone Ross | EP257
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51:27Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it's not just a "bubble"!), turning market volatility into trust-bui…
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Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256
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45:45Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and wi…
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From Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&A
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42:06In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (o…
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The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence
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29:42📅 Get your FREE Retirement Clarity Session: https://wealth.emaplan.com/ema/LeadGen/Welcome/1fe6a74e-64ab-4070-bfca-112732c0fca1 🔔 Subscribe for more expert retirement planning insights: https://www.youtube.com/@idawealth?sub_confirmation=1 🧠 Discover how to avoid toxic financial advice and plan your dream retirement today! Jason Labrum and Alex Kli…
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed rate cut, broad economic indicators, the Trump administration's proposal on earnings season, and the possibility of a government shutdown. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index …
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Managing Market Risk and Marketing with Manish Khatta
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37:09In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing. Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today's volatile markets to b…
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Keeping it Simple | Ep. 52: Passive Aggressive—Another One Cites the Bust
1:05:04
1:05:04
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1:05:04Is it different this time? Cam Harvey rejoins Mike Green and Harley Bassman to discuss the inverted yield curve, the market impact of passive investing, and more. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered I…
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Varrlyn Podcast 9. Varrlyn Staffing Solutions - From Global Talent to Local Impact
20:33
20:33
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20:33In a financial world marked by digital transformation and regulatory complexity, one of the quietest yet most pressing challenges is finding and securing the right talent—especially across borders. Varrlyn Staffing Solutions was born not from a strategic business plan, but from a simple client request: “Can you help bring this person here?” This po…
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S10E31: Job revisions, confidence, and rate cuts
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20:19In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent PPI and CPI numbers, job growth revisions, worker confidence and the potential of a 50 bp cut. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insura…
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From Honey-Do to Honey-Done - Smarter Home Maintenance
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40:46Summary In this episode of the Be a Smarter Homeowner podcast, hosts Elizabeth Dodson and John Bodrozic discuss essential home maintenance tasks that homeowners often overlook. They emphasize the importance of understanding different categories of maintenance, including preventative and inspection-oriented tasks. The conversation covers various ins…
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16. How Pure Financial Built a $9B Firm by Doing the Opposite
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57:35Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule. In this conversation, Joe Anderson, CEO and President, and Jason Carver, CFO and Managing Partner, share h…
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S10E30: Appeals court strikes down tariffs
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26:15In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent GDP numbers, the JOLTS and ADP jobs data, the manufacturing sector, and a federal appeals court ruling on tariffs. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many…
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S2E15-Understand how quality can lead your portfolio growth
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7:42We look for quality in everything, so why not our investments? Join us as we discuss all about the quality investing style with K. Hariharan and Mahavir Kaswa, SVP - Products & Research at Axis Mutual Fund.By Axis Moneynomics - By Axis Mutual Fund
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S10E29: Craig Shapiro of the Bear Traps Report
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44:45In this episode of WealthVest: The Weekly Bull&Bear, Tim welcomes guest Craig Shapiro of the Bear Traps Report to discuss commodity cycles, inflation pressures, the role of the U.S. Dollar, and shifting monetary policy. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index a…
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S2E14-Equity Outlook for August 2025 | Axis Mutual Fund
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9:22In this special market outlook episode, Shreyash Devalkar (Head – Equity, Axis Mutual Fund) and Shalini Gautam (VP – Products, Axis Mutual Fund) discuss how the latest US tariff measures could influence the Indian equity market.By Axis Moneynomics - By Axis Mutual Fund
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S2E13-Monthly Fixed Income Outlook with Devang Shah | Axis Mutual Fund - August 2025
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8:55Devang Shah in conversation with Shalini Gautam on Fixed Income Market Outlook, covering RBI Monetary Policy and Opportunities in Long Duration BondsBy Axis Moneynomics - By Axis Mutual Fund
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Jackson Hole, China's lost decade, Intel, and Russia-Ukraine negotiations. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provi…
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Summary In this episode of the Be a Smarter Homeowner podcast, Elizabeth Dodson and John Bodrozic discuss the complexities of homeownership and how HomeZada serves as a comprehensive platform to manage various aspects of home management. They explore the interconnectedness of home inventory, maintenance, financial insights, and the limitations of u…
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AI, Politics & Your Money: Are You Truly Free?
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29:31✅ Get Your Personalized Holistic Financial Plan Click below to start your journey toward investing well and living freely. 👉 https://idawealth.com/holisticfinancialplanning/ Jason and Alex dive deep into the intersection of AI, politics, media influence, and your financial freedom. Are you making financial decisions based on truth—or sensationalism…
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S10E27: July's inflation and Christopher Waller
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24:33In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent inflation report, Citigroup's bullish outlook for 2026, Christopher Waller as the potential new chairman of the Fed, and the recent Nvidia deal. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and f…
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Trusts in California: Avoid Probate & Protect Assets
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20:47Whether you live in California or elsewhere, understanding how a trust works can protect your assets, prevent costly probate, and ensure your wishes are honored. From successor trustees to buy-sell agreements for business owners, Jason and Alex share real-life stories — some tragic, some uplifting — that illustrate why planning ahead is critical. 💼…
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15. How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
1:09:21
1:09:21
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1:09:21Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real sto…
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Keeping it Simple | Ep. 51: Everything Else Is Credit
59:38
59:38
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59:38Dana Samuelson of the American Gold Exchange joins Michael Green and Harley Bassman for a review of gold. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to …
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The Smart Way to Inventory Your Home—Photos, Videos & AI
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36:04Summary In this episode of the Be a Smarter Homeowner podcast, hosts Elizabeth Dodson and John Bodrozic discuss the importance of taking a home inventory and provide practical tips on how to get started. They emphasize the significance of documenting valuable items through photographs and videos, and how using tools like HomeZada can streamline the…
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In this episode of WealthVest:The Weekly Bull & Bear, Drew and Tim discuss Mag7 earnings, the recent jobs report, a weakening housing market, and tariff developments. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. …
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How to Raise Money-Smart Kids (at Any Age!)
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31:59Jason Labrum and Alex Klingensmith share how to align parenting strategies with financial education across the four major phases: Caretaker, Cop, Coach, and Consultant. From 529 plans to allowance systems and Roth IRAs, learn how to prepare your kids for a lifetime of smart financial decisions. Whether you have toddlers or teens, this episode gives…
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss this week's GDP data and what's to come, the EU-US trade deal, China-US negotiations and why a weak housing market could be helping the economy. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index an…
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S10E24: Earnings Season and Mineral Deals
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26:30In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss soft data, retail investing, earnings season and rare minerals. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools…
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