Best Simplify Asset Management Podcasts (2025)

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Keeping it Simple | Ep. 53: Convexity Squared 45:43

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3d ago45:43

45:43

Michael Green and Harley Bassman unpack asymmetry with Noel Smith of Convex Asset Management. Recorded: December 4th, 2025. 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 ar…

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Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266 41:54

3d ago41:54

41:54

In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices. Learn About: The service mo…

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19. Cresset Capital’s Playbook for an AI-Driven Future 1:14:21

4d ago1:14:21

1:14:21

Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re m…

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Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265 38:13

6d ago38:13

38:13

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools. Tog…

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Inside a Bitcoin Treasury Company with Steve Lubka 56:32

9d ago56:32

56:32

In this episode, Mauricio sits down with Steven Lubka — formerly Head of Private Wealth at Swan Bitcoin and now VP of Investor Relations at Nakamoto — to unpack the rise of Bitcoin treasury companies, the mechanics behind “Paper Bitcoin Summer,” and how public markets are becoming a major force in global Bitcoin adoption. Steven shares his personal…

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Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264 56:55

10d ago56:55

56:55

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes. What You'll Learn: How money scripts shape client beh…

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Breaking down Tether's Strategic Investment into Ledn 19:56

16d ago19:56

19:56

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with Paolo Ardoino, Chief Executive Officer of Tether, to break down Tether’s recent strategic investment into Ledn, the synergies between the 2 companies, Tether’s approach to growth and strategic investments, and where he sees the industry going in the years ahead. Paolo shar…

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Your First Homeowner Roadmap - Simplifying the Complex 35:59

1M ago35:59

35:59

Summary 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 54:43

24d ago54:43

54:43

Learn 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

24d ago1:07:50

1:07:50

When 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

1M ago1:00:23

1:00:23

Marketing 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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AI, Law & the Deal: Rob Taylor on Risk, IP, and Post-Merger Reality 49:05

1M ago49:05

49:05

AI 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 50:18

1M ago50:18

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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How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260 40:10

2M ago40:10

40:10

Finny 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 46:03

2M ago46:03

46:03

Summary 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 32:24

2M ago32:24

32:24

Summary 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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Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259 37:47

2M ago37:47

37:47

In 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. Kayne Anderson Rudnick’s Approach to Growth Without Acquisitions 58:37

2M ago58:37

58:37

Kayne 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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Homeowner Survival Guide: Claims, Contractors & Chaos 59:48

2M ago59:48

59:48

Summary 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 48:33

2M ago48:33

48:33

AI 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

2M ago48:46

48:46

Lisa 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 51:27

2M ago51:27

51:27

Ready 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 45:45

2M ago45:45

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Is 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 42:06

3M ago42:06

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In 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 29:42

3M ago29:42

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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Managing Market Risk and Marketing with Manish Khatta 37:09

3M ago37:09

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In 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

3M ago1:05:04

1:05:04

Is 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

3M ago20:33

20:33

In 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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From Honey-Do to Honey-Done - Smarter Home Maintenance 40:46

3M ago40:46

40:46

Summary 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 57:35

3M ago57:35

57:35

Most 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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S2E15-Understand how quality can lead your portfolio growth 7:42

3M ago7:42

7:42

We 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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S2E14-Equity Outlook for August 2025 | Axis Mutual Fund 9:22

4M ago9:22

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In 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 8:55

4M ago8:55

8:55

Devang 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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Navigating Home Complexity with HomeZada 38:02

4M ago38:02

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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? 29:31

4M ago29:31

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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Trusts in California: Avoid Probate & Protect Assets 20:47

4M ago20:47

20:47

Whether 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

4M ago1:09:21

1:09:21

Some 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

4M ago59:38

59:38

Dana 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 36:04

4M ago36:04

36:04

Summary 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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How to Raise Money-Smart Kids (at Any Age!) 31:59

4M ago31:59

31:59

Jason 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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Crypto’s Next Frontier: Policy, Power & M&A with Lee Bratcher 51:10

5M ago51:10

51:10

In this timely and wide-ranging episode of M&A+ The Art After the Deal, host Lisa Scott sits down with Lee Bratcher, Founder and President of the Texas Blockchain Council, during a historic week in U.S. crypto legislation. As the GENIUS Act is signed into law and the Clarity Act gains momentum, Lisa and Lee explore what this federal progress means …

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Sarah's 35-Year Journey Shows How Mental Health Care Has Evolved 59:04

5M ago59:04

59:04

Send us a text Sarah brings 35 years of clinical expertise to our conversation, revealing how relationship therapy has transformed from a one-dimensional approach to a comprehensive science-based system. As founder of Relate Center in Austin, Texas, she's pioneered an integrated method combining physical therapists, psychotherapists, and physicians…

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Keeping it Simple | Ep. 50: And Yet It Moves! 1:01:50

5M ago1:01:50

1:01:50

Finance professor Davidson Heath joins Michael Green and Harley Bassman to recant his stated beliefs on passive investing. 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…

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14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM 52:06

5M ago52:06

52:06

15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki. In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using so…

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6: Ep 006 - आपके बच्चों की उच्च शिक्षा के लिए योजना 11:13

5M ago11:13

11:13

Education costs are rising, making financial planning for your child's future essential. In this episode, we discuss the best investment strategies for building an education corpus, the role of mutual funds in long-term planning, and how to start early for maximum benefits.By UTI Asset Management Company Limited

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S2EP12- BFSI to Quick Commerce: All about India's Evolving Services Sector 14:00

5M ago14:00

14:00

Whether it is IT services, food delivery, or digital payments, services have clearly been paving the way ahead for India’s economy. Learn how you can tap into the services sector opportunity with Divya Menon and Sachin Relekar from Axis Mutual Fund.By Axis Moneynomics - By Axis Mutual Fund