Best Advisors Asset Management Inc Podcasts (2025)

1
Using All of Your CRM for the Good 10:41

20h ago10:41

10:41

Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …

1
The Environmental Impact of Real Estate Investments – Episode 2 4:38

23h ago4:38

4:38

ESG Real Estate Investing: Environmental Impact & Building Sustainable Assets Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they dive into the environmental impact of real estate investing. Discover how buildings contribute to global energy consumption and greenhouse gas emissions, and learn practical s…

1
Why Your Emotions May Matter More Than Math 14:12

2d ago14:12

14:12

Most people believe financial success comes down to numbers, but the truth is your emotions and mindset may play an even bigger role than any spreadsheet ever could. In this episode, Ryan unpacks key lessons from Morgan Housel’s best-selling book The Psychology of Money, revealing how behavior, beliefs, and background shape our financial choices. H…

1
Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living 48:03

4d ago48:03

48:03

Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking…

1
Introduction to ESG Investing – Episode 1 4:26

8d ago4:26

4:26

Investing with Impact: Introduction to ESG in Real Estate | Smart Real Estate with Westcliff Welcome to the premier episode of 'Investing with Impact' on Smart Real Estate with Westcliff! Hosted by Addy Saeed and co-host Kaz Jaffer, this new series delves into ESG (Environmental, Social, and Governance) investing and its transformative power in rea…

1
Inside the Advisor’s Office: What People Are Actually Concerned About 15:17

9d ago15:17

15:17

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to working longer than expected, Ryan’s breaking down the key takeaways and how they compare to what he sees in…

1
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer 58:42

11d ago58:42

58:42

Today on the podcast, Rusty and Robyn are joined by Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeffrey brings to his role years of experience in both the practice of law as w…

1
Thrive in '25 Webinar 4: Centurion 59:24

14d ago59:24

59:24

In this episode of Smart Real Estate with Westcliff, host Addy Saeed welcomes Aziz Zahmoul from Centurion Asset Management to discuss investment strategies and real estate funds. They explore Centurion's portfolio, management, acquisitions, and the advantages of investing in newer and suburban properties. The conversation also covers Centurion's un…

1
Series 4 - Personalized Investment Opportunities Recap 5:30

16d ago5:30

5:30

Series 4 Recap: Key Takeaways from Personalized Investment Opportunities – Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer as they recap the key takeaways from Series 4 on Smart Real Estate with Westcliff. In this episode, we review the 10 topics covered, including exclusive multi-family opportunities, funding developments, income-p…

1
Is It Bad to Leave My 401(k) Where It Is? 10:55

17d ago10:55

10:55

Got an old 401(k) collecting dust after a job change? You're not alone, and what you do with that account might have a big impact on your long-term financial health. In this episode, Ryan answers a listener’s question about whether it’s okay to leave your 401(k) where it is, or if you’re better off rolling it over. Spoiler alert: the answer isn’t o…

1
Success: It Doesn't Come without Challenges 22:57

17d ago22:57

22:57

Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…

1
Dustin Haygood of Aristotle - Value Investing and the Power of Patience 55:02

18d ago55:02

55:02

Today on the podcast, Rusty and Robyn are joined by Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management. Dustin Haygood is a Client Portfolio Manager at Aristotle Capital and a member of the investment team. Prior to joining Aristotle Capital, Dustin was Lead Analyst at Capital Alpha Partners where he performed political risk r…

1
Secured Investments – Episode 10 4:46

23d ago4:46

4:46

Maximizing Returns: Understanding Secured Investments | Smart Real Estate with Westcliff In the final episode of Series 4, hosts Addy Saeed and Kaz Jaffer delve into the world of secured investments. They explain the concept, benefits, and structures of secured investments, highlighting how these can provide steady returns and minimize risks. The e…

1
Tariff Turbulence 3:24

23d ago3:24

3:24

Liridon Gila, CFA, Portfolio Manager, discusses the causes of April's significant market volatility including heightened uncertainty, tariff turbulence, policy shifts and a tech-led rebound.By Advisors Asset Management, Inc.

1
Retirement Assassins: The Silent Killers of Your Financial Future 14:02

24d ago14:02

14:02

When it comes to retirement planning, it's often the threats you don't see coming that do the most damage. In this episode, Ryan uncovers five silent "assassins" that can quietly erode your financial future, including market crashes, inflation and some surprises along the way! More importantly, he explains how proper planning can defend your wealth…

1
Scott MacKillop - The Legendary Innovator on Disrupting Wealth Management and Climbing Mountains 1:06:27

26d ago1:06:27

1:06:27

Today on the podcast, Rusty and Robyn are joined by serial entrepreneur and strategic advisor Scott MacKillop. Scott MacKillop, the former CEO of First Ascent Asset Management, serves as strategic advisor to GeoWealth, an enterprise technology firm and TAMP that serves the needs of RIAs. He is a 40-year veteran of the financial service industry. Ke…

1
Opportunistic Investments – Episode 9 4:20

30d ago4:20

4:20

Unlocking the Potential of Opportunistic Investments | Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on this episode of Smart Real Estate with Westcliff as they dive into the exciting world of opportunistic investments. Learn how to spot undervalued properties, evaluate market potential, and capitalize on unique opportunities for …

1
Teamwork that Multiplies 8:08

30d ago8:08

8:08

Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.By Geoff Severson

1
What Should You Actually Do When the Market Drops? 14:45

1M ago14:45

14:45

The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything -right now. But what should you actually do when your portfolio takes a hit? In this episode, Ryan walks through the four key questions every investor should ask during a downturn, offering clear and practical steps to block out the noise and…

1
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career 54:45

1M ago54:45

54:45

Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky L…

1
Investment with Tax Advantages – Episode 8 4:32

1M ago4:32

4:32

Maximize Your Real Estate Returns with Tax Advantages - Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on this episode of Smart Real Estate with Westcliff as they explore how savvy real estate investors can leverage tax advantages to enhance their returns. Learn about the key tax benefits, including depreciation, deductible expense…

1
Retirement Lessons From The Masters 14:57

1M ago14:57

14:57

The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Turns out, retirement works a lot like the game. Today, Ryan is teeing up a few key lessons from the course and how they translate into smarter planning for your financial future. Here’s what we discuss in this episode: ⛳ Wh…

1
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters 40:47

1M ago40:47

40:47

Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve sustainable growth. With over 30 years in financial services, she’s worked with Fortune 500 companies and global or…

1
Luxury and Niche Real Estate Investments – Episode 7 4:42

1M ago4:42

4:42

Unlocking Luxury and Niche Real Estate Investment Opportunities | Smart Real Estate with Westcliff Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they delve into luxury and niche real estate investments. Discover what defines these unique markets, the risk and reward dynamics, and how to leverage Westcli…

1
Key 2025 Tax Breaks & Adjustment Opportunities 12:46

1M ago12:46

12:46

Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025 before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to potentially lower your ta…

1
Utilizing Technology to Manage Clients 12:14

2M ago12:14

12:14

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…

1
Frank Trotter of Battle Bank - The Inside Story of Online Banking 48:54

2M ago48:54

48:54

Today on the podcast, Rusty and Robyn are joined by Frank Trotter, President at Battle Bank. Frank Trotter has been involved in the banking business since 1981. In 1998, he became a co-founder of everBank.com, a national direct-to-consumer bank which was acquired by EverBank Financial in 2004. From 1998 through the sale of EverBank Financial Corp t…

1
Portfolio Diversification Options – Episode 6 6:12

2M ago6:12

6:12

Smart Real Estate Investing: Mastering Portfolio Diversification Welcome back to Smart Real Estate with Westcliff! Join hosts Addy Saeed and Kaz Jaffer in this episode as they discuss personalized investment opportunities and how to balance risk and return through portfolio diversification. Learn about diversifying through direct real estate owners…

1
Preparing For Taxes on Your RMDs 13:26

2M ago13:26

13:26

In this episode, Ryan unpacks a listener question that’s becoming increasingly common: What should I do about my RMDs if I’m still working at 74 and contributing to my 401(k)? Required Minimum Distributions (RMDs), and the tax penalties for missing them, can catch even the most financially prepared retirees off guard, especially those still working…

1
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

2M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

1
The Advisor's Option 144: April Showers Bring Advisors' Options Strategies 1:04:32

2M ago1:04:32

1:04:32

In this episode of the Advisors Option, Mark Longo and Matt Anderson (ORATS) delve into the world of options trading with a focus on tools and strategies for advisors. They discuss the impact of market volatility and the ongoing trade war on options trading volume, highlighting that March 2024 set a new record with 1.23 billion contracts. The episo…

1
Morris Chen of DoubleLine Capital - Commercial Real Estate 48:50

2M ago48:50

48:50

Today on the podcast, Rusty and Robyn are joined by Morris Chen, Portfolio Manager at DoubleLine Capital. Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investment…

1
Market Madness 3:11

2M ago3:11

3:11

Anthony Brooks, Portfolio Manager, discusses recent equity market volatility given the anticipated wide-reaching effects of President Trump's "tariff tantrum," and details several positive factors that may be supportive of equities over the longer-term.By Advisors Asset Management, Inc.

1
Thrive in '25 Webinar 3: Durum Industrial REIT 44:20

2M ago44:20

44:20

In a rapidly evolving real estate market, staying informed is more crucial than ever. On March 18th, 2025, a riveting webinar was hosted by Westcliff Asset Management, featuring insights from Simon Reddish of Durum Capital. This event, part of the "Thrive in 25" series, focused on industrial real estate and its potential as a lucrative investment o…

1
AI in My Practice: Could I? Should I? 15:31

2M ago15:31

15:31

Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talk…

1
April Fool’s: Beliefs That Fool Retirement Savers The Most 13:08

2M ago13:08

13:08

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re unpacking five retirement myths that often trick retirees into making decisions based on fear or flawed assumptions. Here’s what we discuss in this episode: 🧠 Don’t let fear rush your Social Security decisio…

1
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds 49:15

2M ago49:15

49:15

Today on the podcast, Rusty and Robyn are joined by Daryl Clements, Municipal Portfolio Manager at AllianceBernstein. Daryl Clements joined AB in 2002 from a role in credit research. Drawn by the firm's reputation and potential for opportunity, he has played a key role in pulling the municipal market forward through relentless innovation. For Cleme…

1
The Money Questions Every Couple Needs To Discuss 13:38

2M ago13:38

13:38

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, looking at the questions every c…

1
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book 43:18

2M ago43:18

43:18

Today on the podcast, Rusty and Robyn are joined by Felipe Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on creating “investor friendly” prod…

1
High Growth Potential Investments – Episode 5 4:27

2M ago4:27

4:27

Unlocking High Growth Potential Investments | Smart Real Estate with Westcliff In Episode 4 of Series 4 on 'Personalized Investment Opportunities,' hosts Addy Saeed and Kaz Jaffer dive into high growth potential investments. Learn how to identify markets with rapid population growth, economic expansion, and infrastructure development. Discover the …

Podcasts Worth a Listen

Advisors Asset Management Inc Podcasts

Podcasts Worth a Listen