A family friendly fun look at all things food. We will delve in to the minute details on all sorts of foods and beverages from custard creams to ratatouille. If nothing else we will give you at least one utterly useless new bit of knowledge in every episode.
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A Advisor Podcasts
Tracking the future of technology and how it impacts humanity. Named by Fortune as one of the “World’s 50 Greatest Leaders,” Peter H. Diamandis, MD, is a founder, investor, advisor, and best-selling author. Join Peter on his mission to uplift humanity through technology. Follow Peter on X - https://x.com/PeterDiamandis
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Dr. James Dobson is a clinical psychologist, founder of Christian media empire Focus on the Family, a spiritual advisor to every Republican President since Reagan, and a paragon in the Evangelical Christian movement. And he's a massive dick. Join therapists Jake (a former Evangelical) and Brooke (who knows almost nothing about Evangelical culture) as they read and tear apart Dobson's works. Get ready to laugh, cry, and rip your hair out as we explore the very many reasons why I Hate James Do ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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The Real Estate Advisor Podcast is a show dedicated to helping realtors transition from agent to advisor in their relationships so they can build powerful relationships and businesses. To learn more about the podcast and access the full episodes, register on our corporate site: https://catalystdevelopment.org/the-real-estate-advisor-podcast/
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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Welcome inside politics in Northern Ireland. Listen to the podcast which brings you analysis, insight and experience from Stormont. Join journalist, David McCann, plus Tim Cairns, a former Special Advisor to Peter Robinson and Head of Policy for the DUP and Micheal McKernan, a former Special Advisor in the SDLP worked in the Executive from 2007-2016. Hosted on Acast. See acast.com/privacy for more information.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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This podcast seeks to learn what war teaches. There has been a steady decline in the study of military history and its associated theoretical discipline, strategy.This podcast seeks to fill that gap through in-depth interviews on military and diplomatic history. Our guests have included former Secretary of State Mike Pompeo, the Cold War historian John Lewis Gaddis, and former China Select Committee chairman Mike Gallagher. We discuss the battlefield commanders, diplomats, strategists, polic ...
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Rick J. Krebs, M&A Advisor, CPA and CEPA
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M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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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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A trusted advisor for hundreds of leaders, Laura brings her years of experience as an operations executive and change management strategist to the microphone. She launched Your Future Realized podcast to help other ops execs gain the self-awareness and confidence to build relationships and make a bigger impact.
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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Distribution of goodies in our society is determined by families, firms, and governments. Attempts to change how rewards and punishments, benefits and costs, are spread through the population cause conflict. The hosts are an economist, Morton Marcus, and a financial advisor, John Guy. Expect whimsy.
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Native Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch. You’ll walk away with: - Frameworks to make smarter AI decisions instead of chasing shiny tools - Use cases you ...
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Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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I am a Disney adult and travel advisor with a passion for helping people to make their vacation dreams and lifelong memories a reality! I love to break down the planning process to make things clear and low-stress. And of course we’ll chat all things accommodations, dining, attractions, and entertainment for Disney Destinations, Universal Destinations & Experiences, cruising, and more!
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact. Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whet ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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Welcome to the Let’s Just Go podcast! I’m Kayla, a travel advisor, millennial, and professional suitcase-stuffer here to share stories, tips, and plenty of honest opinions from my adventures around the globe. Each episode, you’ll get destination breakdowns, planning advice, hilarious travel tales, and a behind-the-scenes look at what it’s like working in the travel industry. Whether you’re planning your next big trip or just need a virtual escape, you’re in the right place. Fair warning: I s ...
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Gideon Korrell is a seasoned legal professional with over 15 years of experience bridging engineering and law. Beginning his career in nuclear power and defense engineering, Gideon Korrell transitioned to law, becoming a trusted advisor in global law firms and later serving as an in-house lawyer. Committed to environmental sustainability, Gideon Korrell focuses on forging partnerships to decarbonize the global economy. His expertise lies in negotiating complex commercial and technology agree ...
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Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl
Shelby Nicholl
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Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. Every advisor has a choice: follow the script laid out by the industry—or write your own. Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors mov ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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318: How to Build a Culture Your Team Won’t Ever Want to Leave
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In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and imp…
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109. The Secret Maths Behind a Freedom Business
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If you've ever thought, "I just need more clients," I need you to listen to this. In my early days, I chased that exact goal. I was getting 33 new clients every six weeks, and on paper, it looked like I was crushing it. But behind the scenes? It was complete chaos. I was stretched thin, serving underpaying clients, and drowning in stress. It was my…
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Estate Planning: Industry Experts' Guide to Asset Protection
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Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all …
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"Meeting Customers Where They Are:" PYPL & SOFI Show Fintech Adaptability
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PayPal (PYPL) and SoFi Technologies (SOFI) have shown a "tale of two different performances" when it comes to their stock prices, says Noah Hamman. He points to PayPal's struggles in recent months but notes its earnings Tuesday and a partnership with OpenAI as positive catalysts ahead. Ted Rossman gives credit for both companies and their peers for…
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Stock Market Today: NVDA Record High, MSFT Rallies on OpenAI Deal
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While most sectors in the SPX closed down, the index still hit new record highs alongside the NDX and $DJI. A lot of strength came from Nvidia (NVDA), which surged to a new all-time high on strong guidance and a slew of new partnerships. A restructured partnership between Microsoft (MSFT) and OpenAI boosted the mega cap company ahead of its earning…
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Tuesday's Final Takeaways: NVDA Surge, AMZN Layoffs & Tariff Watch
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Nvidia (NVDA) rallied strong to all-time highs during its GTC conference while Amazon (AMZN) moved higher despite facing a big wave of corporate layoffs. It's not just stock movers that Marley Kayden and Diane King Hall are watching, either. They take a look at the story still under many investors radar: tariffs and President Trump's visit to China…
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Consumer Confidence Dips, but Wealthier Shoppers May Boost Holiday Sales
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The latest consumer confidence data from the Conference Board shows a 6-month low, and while it may not be as bad as expected, there's still weakness beneath the surface. Yelena Shulyatyeva joins Diane King Hall to break it down. She says the numbers mask a tale of two consumers: those making $200,000+ are driving stock market-fueled optimism, whil…
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Overlooked Stock: WULF Rallies on GOOGL Data Center Venture
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TeraWulf (WULF) tapped highs it hasn't seen since early 2022 after Alphabet (GOOGL) tapped the company for a joint data center venture for Google Cloud. As George Tsilis notes, it's the latest Bitcoin mining company to get tapped for data center buildout and offers TeraWulf a huge boost for its balance sheet. He explains why smaller companies are b…
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Can Boeing (BA) Fly High on Earnings? Technicals Show Challenges
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Boeing (BA) reports earnings before Wednesday's opening bell, and Charles Schwab's Ben Watson offers a technical look into the company's trends ahead of the event. He turns to the one-year and three-day chart to show the multiple paths the stock can move in reaction to earnings. Ben also notes "defensive" activity happening in Boeing options. =====…
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Prenetics (PRE) CEO on Creating $100M+ Annual Recurring Revenue for Supplements
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Danny Yeung, CEO and cofounder of Prenetics and IM8. Prenetics is a health sciences company that sells products under the IM8 brand. He talks about David Beckham’s involvement, creating $100M+ in annual recurring revenue for an online only brand, and what they offer to consumers. They distribute their supplements to over 31 countries. He also discu…
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Real Estate Investing: AI Data Centers, Interest Rates & More
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“No question about it, the market’s ripping.” Jeff Brown is trying to “ride the tide” a little bit, but says it’s also a little confusing. He discusses AI and real estate, with demand for data centers vs where to put them. As a real estate investor, he also covers what lower rates mean, but also shares worries around unemployment and inflation and …
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Technical Tuesday: SPX Record Highs, AVGO Rally & PEP Fizzles
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Charles Schwab's Kevin Horner takes a closer look into the SPX tapping record highs, urging investors to "moderate" the trend higher after the index bounced off the 50-day SMA. As for stocks Kevin's watching, he points out Broadcom (AVGO) testing another breakout and PepsiCo's (PEP) potential to reach key resistance after recent trading activity fi…
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Greg Halter’s Earnings to Watch: AMT, TEL & Mag 7 Picks
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“In some senses, there’s a shortage of stock out there.” Greg Halter examines market conditions and the latest geopolitical news. “We are cautiously optimistic,” he adds. He previews Visa (V) and Mastercard (MA) earnings, where he expects “decent numbers.” He highlights other earnings to watch, like American Tower (AMT), TE Connectivity (TEL), and …
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Bruce: No AI Bubble Yet, Fed Needs to Get it Right on Rates
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Tom Bruce says things could get bad quickly if the Fed doesn’t get its rate cut path right. He expects a 25 basis point cut tomorrow and anticipates further cuts down the line, but acknowledges their difficult position. He thinks we could be at the “beginning” of an AI bubble but is a “believer” in the technology. He also covers the current state o…
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SOFI Hits All-Time High on Record Net Revenue & Raised Outlook
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SoFi Technologies (SOFI) flexed more strength in the fintech space after the company posted an earnings beat and guidance boost. George Tsilis talks about the company's climb and "impressive" moves to its balance sheet, though warns the stock needs time to grow into current valuations. ======== Schwab Network ======== Empowering every investor and …
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How AI Changes Shopping: LLM Use to Sales Conversion
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AI is changing the information economy on a fundamental level. Omri Shtayer discusses how AI is being integrated into the internet, consumer acceptance, and how it changes the way we trust information. He focuses on how LLM use converts to real world sales, and explains how companies need to keep creating valuable content to keep the LLMs promoting…
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Ca$htag$: Etsy (ETSY) Adding Agentic Commerce Enough to Boost Sales?
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Likefolio’s Andy Swan previews Etsy (ETSY) earnings and shares consumer sentiment data. He says it ranks highly on AI engine referrals, but its web visits are down, with rival Shopify (SHOP) “exploding to the upside.” While he thinks the company is “phenomenal,” he’s concerned that it won’t meet the growth expectations Wall Street has. ======== Sch…
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Ep 380: An evidence-based approach to constructing an investment portfolio
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Read Full Blog Here In this episode, Stuart unpacks what it really means to construct an evidence-based investment portfolio and why portfolio construction is arguably the most important decision an investor can make. He explains how diversification across shares and property helps smooth returns, not because it eliminates volatility, but because i…
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In this episode, Grant and Bill discuss Social Security and taxes, reasons to manage your tax bracket, 4 common mistakes by retirees, and a not so popular change by a popular cruise line.By Grant Dorhout
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Mian: GOOGL to Show A.I. Resiliency, AAPL A.I. Woes, AMZN "Not Caring" for Street
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Sheraz Mian turns to the slate of Mag 7 earnings on the docket this week, noting four of the five serving as leaders in the A.I. race. The one he doesn't see leading: Apple (AAPL). He believes the company has made notable traction recently but still faces headwinds in A.I. spending and product offerings. He sees Alphabet (GOOGL) gaining more bullis…
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UPS After Earnings: Bull Case or ‘Wait and See’?
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Ed Butowsky and Craig Warnimont break down UPS (UPS) earnings. The company said it would cut 48K jobs in management and operations and it’s setting up for its best holiday season. Craig thinks investors will “wait and see” on UPS shares until it starts showing growth again. “If they can’t trust that the P/E isn’t shrinking,” they won’t see a good e…
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Today's Big 3 consists of A.I.-adjacent names that Prosper Trading Academy's Mike Shorr will watch closely heading into each company's earnings. Mike sees a strong trading opportunity in Supermicro (SMCI), Astera Labs (ALAB) as a lesser-known A.I. play, and Reddit (RDDT) as a "back pocket" bullish opportunity. He offers example options trades for e…
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Division Among the Fed as Rate Cut Path Becomes Murky
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“They’re kind of looking through the fog here,” Jason England says of the Fed. He discusses their dual mandate and their rate cut path. He thinks a cut tomorrow is all but guaranteed, even with delayed economic data. However, he notes divisions amongst the FOMC on the dot plot. “Internal division is good,” he adds, but only if it comes to a resolut…
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Summary The conversation delves into the pressing need for professionals in the services sector to adapt to market complexities and enhance their value proposition. It highlights the alarming trend of commoditization affecting a significant portion of the industry, urging professionals to leverage referrals and act swiftly to differentiate themselv…
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Visa (V) Seeks to Cash In on Consumer Swipes & Earnings Resiliency
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Stephen Biggar sees a price target above $400 for Visa (V), which he says can be reached through earnings resiliency. He points to slower but steady growth and an American consumer continuing to use credit cards amid economic uncertainty as bullish catalysts. Stephen later talks about where Visa stacks up compared to Mastercard (MA) and American Ex…
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2025 ETF Inflows Surpass $1T, Favoring ‘Risk-On Optimism’ Positioning
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Matt Bartolini discusses the strength of the 3Q earnings season so far and examines consumer health and inflation. He expects a rate cut from the Fed tomorrow but thinks the guidance will be murky. Turning to ETFs, he covers record inflows, anticipating up to $1.4 trillion by the end of the year. He notes that cyclicals and tech have dominated thes…
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MSFT Pops on OpenAI Agreement, Consumer Confidence Trends Higher
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Ahead of Wednesday's earnings, Microsoft (MSFT) jumped Tuesday morning after restructuring its deal with OpenAI. As Kevin Green explains, it changes the stake Microsoft has in the company but adds clarity to OpenAI's future with Azure cloud. Speaking of clarity, Kevin later notes the tick higher in consumer confidence and more data to come that wil…
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PYPL & OpenAI Partnership Continues A.I. Finance Trends
8:10
8:10
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PayPal (PYPL) popped on an earnings beat and new partnership with OpenAI, as Marley Kayden highlights what investors see as bullish. As she explains, it also continues a trend with OpenAI extending its reach in the finance space, seen through companies like Walmart (WMT). Tim Biggam offers his take on PayPal's earnings and partnership through an ex…
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Tech Giants Power Market: MSFT, GOOGL, AMZN, AAPL & AMD Lead Charge
6:54
6:54
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6:54
Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership wi…
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UNH Lifts Guidance, RCL & DHI Sell on Earnings
5:41
5:41
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5:41
Tuesday's earnings picture showed a mixed perspective that created multiple red arrows. George Tsilis notes sell-offs in Royal Caribbean (RCL) and D.R. Horton (DHI) as both companies saw pressure on guidance. He does shine a light on UnitedHealth's (UNH) guidance lift that pushed the stock higher into the opening bell. ======== Schwab Network =====…
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Barry Knapp on Financials & the Fed’s Rate Cut Path
9:16
9:16
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9:16
Barry Knapp says “we’re clearly not getting any surprises” in this month’s Fed meeting, anticipating a 25 basis point rate cut. He previews Powell’s press conference after the decision and expects 75 basis points total in cuts this year. “They’re likely to end QT” as well, he adds, and explains how markets might react to that decision. He lays out …
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Markets Brace for Mag 7 Earnings, Closer Look Into $500B Japan Trade Deal
4:24
4:24
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Kevin Hincks reports from the Cboe Global Markets to highlight moves happening in the U.S. and abroad. He maintains that the Mag 7 earnings hitting markets Wednesday and Thursday will remain monumental for the bull run. Internationally, Kevin breaks down the proposed $500 billion trade deal between the U.S. and Japan. ======== Schwab Network ======…
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Tom White takes a look at Visa (V) as shares level off about 10% down from all-time highs ahead of its upcoming earnings report. He says the credit card data will help paint a picture of consumer spending habits in the absence of some economic data. Tom has 2 example options trades today, with the first one being a call diagonal. He explains the bu…
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Kristen Winther and Tammy Cash join Sam Vadas at the NYSE to discuss their organization Women in ETFs. Their group aims to intervene in industry conferences, identify opportunities for women in the financial industry and offer a resource to highlight new and emerging voices. They weigh in on the gender pay gap issues still facing many female employ…
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DHI Drops, Homebuilder Stocks Fall on Profits Miss
6:51
6:51
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6:51
Rogers Healy joins Morning Movers to break down the latest homebuilder's earnings report as D.R. Horton (DHI) falls after missing on profits. Rogers says this is usually a slower time of the year for the homebuilder group, stressing this report isn't "terrible news." When looking at the margins, he adds that its inventory isn't "flying off the shel…
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Earnings Charge Forward, SWKS-QRVO Merger Watch
9:04
9:04
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9:04
Stocks look for direction ahead of a packed earnings calendar, with major tech names like Alphabet (GOOGL) and Microsoft (MSFT) set to report. The S&P 500 (SPX) is coming off a record high, and Kevin Green says the market's positioning suggests further gains are possible. UPS (UPS) and UnitedHealth (UNH) both beat earnings expectations, with UPS ra…
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From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
12:36
12:36
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12:36
In this episode of The Financial Advisor Marketing Playbook, Mark Mersman explores the fast-emerging concept of Answer Engine Optimization (AEO)—how advisors can adapt their websites and content strategies for the AI-driven search era. As traditional SEO gives way to AI search tools like ChatGPT and Google's AI Overviews, Mark explains what this sh…
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Chart of the Day: AMZN Announces 14K Layoffs
3:38
3:38
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Amazon (AMZN) announces 14k corporate job cuts after Reuters reported the layoffs could be as high as 30k. Ben Watson looks at the technical setup on Amazon's chart following that news and ahead of its earnings announcement this week. He highlights $229 as a recent area of resistance to the upside and says the MACD momentum study indicates upward b…
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RSPA Trusted Advisor Ep. 144: Change Management with Coach Gary Manchel
51:39
51:39
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In Episode 144 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Gary Manchel, the all-time winningest men’s basketball coach at Mercyhurst (PA) University, to talk leadership and change management. Among the topics discussed are how to stay focused on your core goals while experiencing significant change, best practices for leading a gro…
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
1:29:59
1:29:59
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Crafting a charitable giving strategy isn’t just about tax efficiency—it’s a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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The Psychology of Succession Planning and Next-Gen Leadership with Doug Gray
45:27
45:27
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45:27
Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Doug Gray, a business psychologist and executive coach with over 30 years of experience helping leaders navigate complex organizational and family dynamics. Doug is the founder of Action Learning Associates and author of "Objectives Plus Key Results Lead…
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Ep 243: Joshua S. Treviño—Is Trump After Regime Change in Venezuela?
41:30
41:30
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Joshua S. Treviño, Chief Transformation Officer at the Texas Public Policy Foundation and senior advisor at the America First Policy Institute, joins the show to discuss the Trump administration’s military strikes on seaborne cartel traffic and its strategy in the Western Hemisphere. ▪️ Times 00:00 Understanding U.S. Military Strategy in Venezuela …
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Retirement’s Silent Threat: Taxes, Fear, and Smart Planning
24:23
24:23
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24:23
What if the biggest threat to your retirement isn’t market volatility, but your own fear of spending? In this episode, Jim Cipriotti explores the emotional and financial anxieties that often surface in retirement, especially the fear of running out of money. He breaks down how to evaluate your spending needs and income sources like Social Security,…
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Equities All-Time High, Rare Earths Fade, A.I. Chips Movers & AMZN Layoffs
2:57
2:57
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The equity markets took their cues from positive overseas headlines in China/U.S. trade discussions to claim new all-time highs on Monday. One sector of the market that wasn't joining the rally: Domestic rare earth miners. The group faded on news that China could delay its export controls by 1 year. Meanwhile, Qualcomm (QCOM) jumped after revealing…
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Monday's Final Takeaways: Metals Mayhem, A.I. Chips Latest Competitor
5:47
5:47
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From rare earths to A.I. technology, Monday's session covered it all as the S&P 500 (SPX) closed above $6,800 for the first time. Marley Kayden recaps the trading day with a look at the mining stocks fall after U.S. and China trade representatives indicate progress on delaying rare earth export controls. Meanwhile, Sam Vadas examines the A.I. mover…
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Tech Rally Continues: NVDA Key to Year-End Gains Amid Trade Tensions
4:50
4:50
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David Chau says despite ongoing U.S.-China trade tensions, buyers are shrugging off volatility and driving the market to new highs, fueled by strong momentum in tech. He is watching the expected move in stocks like Nvidia (NVDA), which he says will be key to sustaining the rally into year-end. He also breaks down his view that volatility is "episod…
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InterDigital (IDCC) caught the attention of George Tsilis on today's Overlooked Stocks segment. He walks through the company's unique cross-section exposure to global OEMs like Alphabet (GOOGL) and Lenovo. George says IDCC competes with Rambus (RMBS), Nokia (NOK), Ericsson (ERIC) and Qualcomm (QCOM). He dives into the stock's wireless, ioT and auto…
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SOFI's Elevated Options Activity Ahead of Earnings
5:08
5:08
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Ahead of tomorrow's earnings report from Sofi (SOFI), Rick Ducat examines the technical conditions on its chart. He displays the outperformance relative to the overall market and its competitors like PayPal (PYPL), Upstart (UPST), Block (XYZ) and Affirm (AFRM). Rick highlights the studies that support Sofi's strong chart before turning to the "elev…
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QNX President on Creating Software for Modern Vehicles
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7:14
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Mattias Eriksson, President of QNX, spotlights its work in Software-Defined Vehicles (SDV), robotics, and edge computing. He explains that QNX is a sort of “plumber” for this computing type and discusses why they’ve pushed into the auto business. There are cars launching with “500 million lines of code,” often coming from different suppliers, and t…
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How Uncomfortable Will the Shutdown Get for Americans?
7:56
7:56
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Dana Peterson from The Conference Board previews the Fed’s meeting this week. She discusses the impact of missing government data and the market’s expectations for a 25 basis point cut. She notes that we are in a no-hire, no-fire environment as companies struggle with uncertainty, but says that balance could change. Dana looks where we’re seeing la…
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