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Advisor Evolved Podcasts

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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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In Crowd

Wealthspire Advisors

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In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding. Welcome to the In Crowd.
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Footnotes

Pendleton Street Business Advisors

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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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ARA Executive Interview

The American Retirement Association

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The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
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Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Compound Insights

CFA Society New York

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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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“What’s the BUZZ?” is a live format where leaders in the field of artificial intelligence, generative AI, agentic AI, and automation share their insights and experiences on how they have successfully turned technology hype into business outcomes. Each episode features a different guest who shares their journey in implementing AI and automation in business. From overcoming challenges to seeing real results, our guests provide valuable insights and practical advice for those looking to leverag ...
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Risk Parity Radio

Frank Vasquez

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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A podcast for the business of beautiful living presented by IDCO Studio. The Interior Collective is equal parts advisor, collaborator, and trusted friend to interior designers around the world. I’m your host, Anastasia Casey -- bringing in interior designers and industry tastemakers to provide you with actionable advice for your own practice from experts you already trust. Our star-studded lineup features industry-renowned names such as Amber Lewis, Heidi Callier, Shea McGee, Marie Flanigan, ...
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More Than Work

Rabiah Coon

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Defined by your career? Ready to try a new hobby or job? Looking to be inspired? This weekly podcast shares stories of people who have found work-life balance and self-worth beyond just their job title. Rabiah Coon, a marketing manager, standup comic, writer and non-profit volunteer talks with guests about the pursuit of passions and hobbies, or work that reflects our values. Through guest's stories, listeners are reminded that life is more than work.
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Welcome to The Daniel Speiss Podcast — a bold, unfiltered space where personal growth, financial mastery, faith, and culture collide. Hosted by Daniel Speiss, strategic advisor, entrepreneur, and deep thinker, this podcast explores the mindset, habits, and systems that elevate your life across business, spirituality, relationships, and wealth-building. Each episode dives into real conversations, raw reflections, and practical insights to help you evolve — spiritually, financially, and person ...
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The Minerals and Royalties Podcast

Minerals & Royalties Authority LLC

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The Minerals & Royalties Authority is the go-to platform for Executives and Investors in the minerals & royalties space, both for oil & gas and renewables. The Minerals & Royalties Podcast is one of the content platforms leveraged by the Minerals & Royalties Authority to help educate investors on the relevant companies and trends in the royalties space.
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Seismic Sessions

Seismic Sessions

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This is Seismic Sessions: Enabling the Financial Services Industry - a podcast show dedicated to two things, revenue enablement and the Financial Services sector. Join us as we feature experts and leaders across the Financial Services industry, who discuss innovative and impactful ways to sell, market, and deliver, memorable client experiences through enablement.
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Where Crypto Meets Creativity - We are Building the Dacat World Entertainment Story Universe My retail investing story of how I started with a few shares of AMC and ended up in crypto with over 8 Trillion daCAT Tokens Along the way I also invested in GameStop, Doge, Shiba Inu, Dogelon Mars, Pepe, SquidGrow and finally daCAT Token.. Now the Dacat community is working to create a story universe for the Dacat brand. Finally there will be an entertainment brand that will profit both the creator ...
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Ascended Thoughts

Mystic Rainn

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Welcome to “Ascended Thoughts,” a podcast by Mystic Rainn, your down-to-earth guide to spiritual evolution and personal empowerment. As a Psychic Medium and Spiritual Advisor, I blend practical wisdom with spiritual insights to help you navigate your journey of healing, growth, and transformation. Expect raw, real conversations that challenge conventional beliefs and inspire you to live with intention, harness your inner power, and manifest the life you truly desire. We also dive into pop cu ...
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Leadership has the power to shape the future — of work and of the world. But in a period of history increasingly defined by complexity, uncertainty, and change, the skills and mindsets leaders need to succeed are shifting faster than ever. A Podcast About Leadership faces this challenge head-on, offering the insights and inspiration leaders need to navigate change and shape a better future. Each episode, we speak with leaders and leading thinkers in business, leadership, psychology, neurosci ...
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Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
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Welcome to Pivotal with Kevin Simcock (formerly Nifty Thinking) After 30 episodes of Nifty Thinking, it was time for something more aligned—with who I’ve become and the people I now serve. Pivotal is a podcast for purpose-driven business founders and conscious achievers who’ve built success—but want it to feel more meaningful. If you’ve outgrown your dream business and are ready to create something that fulfills you, this is your next step. Hosted by Kevin Simcock—strategic advisor and forme ...
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The Retail Show

Oliver Banks / OB&Co

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This is THE RETAIL SHOW - exploring the rapid evolution and fiercely competitive world of retail, whether it's stores, ecommerce, or every other aspect of the sector. The Retail Show is the weekly podcast for retail leaders, industry experts and enthusiasts. Hosted by Oliver Banks, a UK based retail consultant and advisor, and one of the world's most influential voices in retail. He's also the author of bestselling book, Driving Retail Transformation: How to Navigate Disruption and Change. E ...
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Welcome to the Leadership Unleashed podcast, where leaders and professionals come to unlock their potential and achieve profound personal and professional transformation. Hosted by Stuart Turner, a celebrated international professional coach and trusted strategic business advisor, this podcast is your go-to resource for navigating pivotal moments in your business and personal life. Whether you’re an experienced CEO, senior leader, business owner, or entrepreneur, Stuart’s expertise and genui ...
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Jamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has contribute…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
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What really determines whether a company thrives or unravels under pressure? According to John Touey, one of the country’s most trusted C-suite recruiters, it comes down to a single, often overlooked truth: the CEO, CFO, and CHRO form the power structure that governs the entire enterprise. If that trio isn’t aligned, nothing else works. On this epi…
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In this episode we answer emails from Arun, Neil, and Stephen. We discuss intermediate accumulation portfolios, when you start needing bonds and being a good family man; favorite listener episodes #436 and #441, and an analysis of Thurman portfolios and what they are missing. Links: Episode 436 Video Summary: https://drive.google.com/file/d/1WQ1hvo…
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Jessica Drake joins the Executive Interview to delve into plan participant attitudes, behaviors, and evolving expectations in a digital world. It comes as no surprise that our lives are increasingly linked to the digital realm — mobile phones now make up 63% of all web traffic worldwide, a figure that has more than doubled in the past decade, accor…
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In this episode we answer emails from Dave, Isaiah, and Ian. We discuss back-testing tools, revisit UPRO and leverage from the last episode, the inherent biases and incentives for retail financial advisors to recommend underspending and using underspending plans larded with window dressings, and revisit a limited 401k and a retirement scenario from…
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Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
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In this episode we answer emails from Roman, Andrew and Iain. We discuss the plusses and minuses of leverage, volatility drag, and how leverage interacts with diversification and withdrawals, general observation on tax optimization via account buckets, small cap value index funds and Avantis/DFA merits, and modelling annuities versus mandatory vers…
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Dean Gould is a Member of Dykema Gossett PLLC, a national full-service law firm. In his role, he advises healthcare industry clients and dental service organizations (DSOs) on strategic transactions, including acquisitions, mergers, recapitalizations, and divestitures. Dean also assists clients in forming regulatory-compliant practice management st…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
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Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks, portfolio construction, tokenization and the regulatory environment.By CFA Society New York
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In this episode we answer emails from Jess, Phil and Scott. We discuss an experience of setting up a sample RPR portfolio for one's self, using asset swaps to manage cash, and fun with the low bar standards and other inadequacies of many financial advisors. And THEN we our go through our weekly and monthly portfolio reviews of the eight sample port…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
  continue reading
 
Agentic AI is pushing leaders to rethink roles, processes, and governance far beyond another automation wave. In this episode, Andreas Welsch speaks with Danielle Gifford, PwC Managing Director of AI, about how organizations should prepare for agentic AI. Danielle draws on frontline experience with enterprise pilots and deployments to explain why a…
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Zak Eisenberg is the Vice President of Merritt Healthcare Advisors, which provides investment banking services to healthcare services organizations. In his role, he manages the strategic development and execution of ASC, surgical hospital, and physician practice transactions. Zak specializes in sourcing and analyzing transactions and capital and ne…
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In this episode we answer emails from Tyson, Patrick, and Shuchi. We discuss the basics of transitioning, SCHD as a value fund choice, bitcoin vs. gold, why "only works for 30 years" is a fake problem, the difference between our use of value funds vs. Paul Merriman's, and when would me make adjustments to our plans in retirement. Links: Bigger Pock…
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What does “human-first” leadership look like inside a company building the future of artificial intelligence? AIIR Consulting CEO Jonathan Kirschner and Joy Nissen sit down with Gideon Rosenberg — Deputy General Counsel and Head of HR for NVIDIA Israel — to explore how empathy and uncompromising standards can (and should) coexist. Gideon offers a r…
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John Paul Merritt - CEO of Pony Oil joins the podcast to discuss Top Leasing in the Permian Basin, why he thinks it is an essential tool needed to maximize value for mineral owners, and how he has been battling Pioneer & Exxon in a $500mm+ Top Lease Lawsuit over the past few years. **Disclaimer: This podcast is meant for informational purposes only…
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In this episode of 'More Than Work,' Rabiah sits down with Freddie Titcombe, co-founder of Evolve Journey. Freddie shares how he and his brother turned their personal journaling practice into a bestselling all-in-one journal and a thriving community focused on reflection, action, and accountability. He discusses the challenges of building disciplin…
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Brian Steiner is the Executive Director of Life Happens, where he is responsible for fostering partner relations and engagement at NAIFA. These organizations are committed to promoting financial literacy and supporting insurance and financial advisors. Under his leadership, Life Happens has successfully distributed over $4 million in scholarships a…
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In this episode we answer emails from Eva, Jess and Mr. Toxic. We discuss the three levers of safe withdrawal rates applied to a listener's upcoming retirement situation, running test risk parity style portfolios to get some practice like with have done with Bigger Pockets money, and what little we know about HSAs. And THEN we our go through our we…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
  continue reading
 
In this episode of A Podcast About Leadership, Dr. Jonathan Kirschner sits down with Reese Haydon to explore what it takes to lead with agility, curiosity, and care in today’s fast-moving world. Reese's career has included senior talent management roles at some of the biggest companies in the tech industry, including Cisco, Dropbox, and Salesforce,…
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In this episode we answer emails from Luc and Nick. We discuss the four levels of investors, the fundamental problems with identity that terms like "saver" and "Boglehead" cause per Morgan Housel, fallacious reasoning often applied to investing and portfolio construction, equity core with growth–value balance and small-cap value tilt, VTI vs VUG tr…
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Sal Galatioto, President of Galatioto Sports, breaks down the key drivers behind record-breaking sports franchise valuations and shares his views on the financial state, emerging trends and long-term outlook for this unique asset class. He also weighs in on the convergence of media, sports and technology as well as the implications of artificial in…
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John D. Richardson is a Financial Planner at Capital Planning Group, where he specializes in retirement planning, investment advice, and risk management for clients seeking to align their financial decisions with their values. As a recognized leader in the financial services industry, John has served as president of both NAIFA-Nashville and NAIFA-T…
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In this episode we answer emails from Ron, Mark, Rick and Keith. We revel in your generosity and discuss the mechanics of monthly withdrawals and how rebalancing smooths that over, modelling portfolio with money going in and money going out, and a follow up on portfolios employing futures contracts as leverage. And gooooold! And THEN we our go thro…
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AI agents are arriving fast, but the winners will be the organizations that pair them with trusted data, clear processes and security — not those who chase scale alone. In this episode, Andreas Welsch talks with analyst and diginomica co-founder Jon Reed about what’s actually next for agentic AI: where real value is emerging, why many pilots stall,…
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Season 2 of the In Crowd podcast kicks off with Ben Tanner of the Rudin Group, whose passion for storytelling led to a successful career in financial services marketing. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purpose…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
  continue reading
 
For decades, executive coaching and psychotherapy have been treated as distinct disciplines — one focused on business performance, the other on unpacking unproductive patterns and personal healing. But, in recent years, the two have been creeping closer together. As they have, it has begged the question, are coaching and therapy really that differe…
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In this episode we answer emails from Niek, Dustin, Dale, Hydromod and . We discuss adopting a golden ratio mix and not having unrealistic expectations, the plusses and minuses of the AI-version-of-you fad, the new website and why trying to use gold futures for leverage might not be the best choice for your gambling problem. Link: Father McKenna Ce…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
  continue reading
 
Eric Van Nostrand, Global Head of Markets and Chief Economist at Lazard Asset Management, shares his perspective on the global economy, highlighting both short-term resilience and long-term structural challenges, and their impact on portfolio construction. He also weighs in on key headlines driving today's markets including the Federal Reserve and …
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Marian Pasko - CEO at Paradise Valley Mineral Management (PVMM) joins the podcast to walk through her team's approach to managing mineral rights and working interest. Throughout the episode, Marian showcases how their team's backgrounds uniquely position PVMM to work with Tribal Nations, Endowments, Non-Profits, & Accidental Owners and how they lev…
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Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…
  continue reading
 
Susan Combs is the Founder of Pancakes for Roger, a nonprofit that honors veterans and amplifies their stories through a grassroots "pancakes" movement. She created it after her father, a Major General, asked for pancakes while on hospice, inspiring a campaign, book, and advocacy project. Susan also leads Combs & Company, an insurance brokerage she…
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In this episode we answer emails from Jimmy, Anonymous and Matthew. We discuss financing a home with portfolio leverage via ETFs or margin, revel in the generosity of our listeners and real-life encounters, and review a risk parity style portfolio and plan. And touch on our recent vacation to South Africa. And THEN we our go through our weekly port…
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Season 7 of The Interior Collective Podcast is brought to you by Materio. This episode is brought to you in partnership with Loloi. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuiti…
  continue reading
 
Executive search veterans David Barrett and Derek Braddock, founders of Braddock Matthews Barrett, share their insights on talent trends and the evolving landscape in areas as hedge funds, wealth management and private equity as well as actionable advice to position investment professionals for long-term career success.…
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Brandon Smith is an Executive Vice President at Milestone Financial Solutions, a firm that offers financial planning, investment, retirement, and estate-planning services to help clients reach key life goals. In his role, he provides comprehensive short-term and long-term financial and business planning catered to the needs of each client. His prof…
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AI is reshaping every job from the C-Suite to the front line. It's happening at a pace unlike any change we’ve seen before. But most leaders are uncomfortable leading this change. Despite all the talk about technology, AI-driven uncertainty is a deeply human topic. Sitting it out or waiting for someone else to solve the big questions of self-identi…
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Today on the podcast, we speak with Charlie Banks. He's the Co-Founder of VentureSouth, an early-stage venture capital firm for Southeastern startups. Our convo about startups, fundraising, and financial forecasting led us to note that "passion" is obviously essential in business – but it's smart data and detailed numbers that give actual backbone …
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Season 7 of The Interior Collective is brought to you by Materio. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuitive. It’s fast. The Interior Collective listeners get 50% off their…
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Zac McCarroll - Managing Director of Real Assets at Apogem Capital joins the podcast to walk through his 20+ years of investment experience in Natural Resources, the market trends influencing Apogem's investment strategy, and why his team continues to be bullish on natural resources. **Disclaimer: This podcast is meant for informational purposes on…
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In pharma, the barrier to progress isn’t usually the science—it’s how well leaders align brilliant, functionally deep experts to move an asset forward together. In this candid conversation, AIIR Consulting CEO Jonathan Kirschner sits down with Ian Wilcox (AIIR Advisory Board member; former Global Head of Life Sciences at HayGroup; executive advisor…
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Joseph Cavatoni, Senior Market Strategist of World Gold Council, discusses gold's role as part of overall investment portfolio construction along with current trends in asset ownership. In addition, he shares his views on the rise of ETFs, digital assets and potential catalysts for gold.By CFA Society New York
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Season 7 of The Interior Collective is brought to you by Materio. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuitive. It’s fast. The Interior Collective listeners get 50% off their…
  continue reading
 
Bill Nygren, CFA, Chief Investment Officer and Portfolio Manager for Harris Associates, discusses his disciplined value investing framework and where he finds opportunities in today's market. In addition, Bill shares his thoughts on capital allocation, corporate governance and trends in inflation and artificial intelligence.…
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