Oracle Corporation's Military Affiliated Veteran Employee Network - MAVEN. The MAVEN Podcast shines a spotlight on veteran-affiliated employees, activities, partners, and organizations that are making a difference by contributing to causes greater than themselves. We talk experiences, career readiness, military transition, and the many ways we may all continue the mission to serve.
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Affiliated Advisors Podcasts
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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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Russ āRustyā Gloor is a member of the AMAC Foundationās accredited Social Security Advisory staff. With each episode of āAsk Rustyā he will tell you about an actual Social Security question received at the AMAC Foundation offices. These recordings are intended for information purposes only and do not represent legal or financial guidance. They present the opinions and interpretations of the AMAC Foundationās staff, trained and accredited by the National Social Security Association (NSSA). NS ...
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Financial decisions are endlessly complicated. Thereās a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis InvestorsĀ®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, āIn The Final Analysisā takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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I'm LJ Aviles and on this podcast we talk about the best ways and how to have success in your 9 to 5 job, online business, side hustle, and affiliate marketing. You can learn about how we can partner together to help You have an Automated Online Business starting Today at https://SuccessPartnerSystem.com NOTE: I am not a financial advisor. The content in this podcast is for information, education, and entertainment. There are risks involved when investing and running an online business.
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team. The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industryās brightest minds? In Independence Amplified, sheāll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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Mary Sterk, CFP Ā®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Maryās inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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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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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities. Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our websi ...
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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisorsāusing the firmās core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
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Daily Market Updates podcast from Faithward Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. T ...
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The Financial Huddle | Real Money Conversations for Financial Literacy
Brian Minier, Ed Beemiller & Ryan Fleming | Keystone Financial Group
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We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. šŖš²'šæš² š§šµš² ššæš¶šš šš» ššŗš²šæš¶š°š® is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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The Learn Cardano Podcast is about the Cardano blockchain and all its aspects, from staking, stake pool operations, smart contracts, and coding in Plutus to voting in Project Catalyst. If you have heard about Bitcoin and Ethereum but havenāt heard of Cardano, this podcast is for you. Weāll have news updates from the project, interviews with key Cardano leadership, community members, stake pool operators and step-by-step how-to guides to understand aspects of Cardano better. Subscribe and lea ...
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Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio. Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it ...
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A Travel Advisor's Guide to Sandals and Beaches Resorts and their Island Homes. Join Megan Potter owner of Dare to Dream Travel and an elite travel advisor specializing exclusively in Sandals and Beaches resorts, as we explore the ultimate Caribbean escapes. Each week, we dive into the resorts, share insider tips, highlight the latest promotions, and provide expert advice to help you plan your dream vacation, destination wedding or honeymoon. But Islands Uncovered goes beyond the resort with ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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On a mission to transform personal finance. Teaching people how to use money as a tool to increase their return on life. Have a question? We would love to answer it, email them to [email protected] Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Heritage Financial Advisory Group and Cambridge are ...
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The mission of Ticker Symbol: YOU is to help listeners form a coherent, data-driven vision of the future so they can identify their own investment thesis in it. To do so, this podcast covers ARK Invest's biggest ideas, publications, and stock picks. Alex provides opinions, commentary, and context around ARK Invest's research into disruptive innovation, advanced technologies, and stocks held in Cathie Wood's actively managed funds: ARKK, ARKG, ARKW, ARKF, ARKQ, and ARKX. Occasionally, the pod ...
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Two for the money is a podcast hosted by Timothy Talbot and Josiah LeRoy. Join us as we discuss all things finance and educate yourself on tips to apply to your every day financial life. ................... Registered Representatives offer securities through Securities America, Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Custom Retirement Solutions, LLC and Securities America are separate companies. Josiah Leroy ...
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Welcome aboard the Sail Away Cruise Podcast, your go-to source for everything cruising! Hosted by Peter, Alyse, and Brian, three cruise lovers and travel planners who live and breathe life at sea, this show dives deep into the world of ocean travel ā from family adventures on Disney Cruise Line to adults-only escapes on Virgin Voyages, and from Caribbean sailings on Royal Caribbean to luxury voyages on Celebrity, Princess, Norwegian, MSC, and Carnival. Each week, we unpack the latest cruise ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic's women's initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFPĀ®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:[email protected]/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Haven Financial Group works to be sure you're getting through retirement while hanging on to more of your money. Larry kallevig is the Founder and CEO of Haven Financial Group and is here to help you better understand the things that affect your money in retirement. Things like rising health care costs, tax changes, inflation, and more. He also offers advice and understanding on investing, estate planning and all the pieces to your retirement puzzle. ----------------------------------- ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. Weāre on a mission to cut through the noise and provide level-headed, unbiased insights to help you retire better. Our show is unfiltered, unbiased, and real-talk about retirement planning to help you maximize your wealth and lifestyle. Join fee-only fiduciary Mike Lester, along with Kristen Charles to cut through the noise of retirement planning gossip. ā” New Episode Tuesdays. ...
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Step into āThe Payback Pod,ā where e-commerce execs like you come to get the lowdown on scaling up and cashing in. This is where the rubber meets the road in performance advertising, and where we turn challenges into checkmates. Join the conversation as we pull back the curtain on maximizing returns and pushing your digital empire to its limits. With our lineup of industry pros, marketing magicians, and e-commerce experts, youāre in for a treat. From data deep-dives to conversion tricks, thi ...
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Learn more about the market and stock analysis through CAEEā¢. CAEEā¢ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEEā¢ , which are for use in our educational and analytical services. Email [email protected] to request a CAEEā¢ based performance report on the magnificent 7 index or to request a ...
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Financial Planning's Black Friday: Are There Deals?
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Black Friday isnāt just a retail circus. Itās a masterclass in consumer psychologyāand a perfect window into how people think about value. In this episode of The Financial Huddle, Ed, Ryan, and Brian break down the real lessons hidden inside the biggest shopping event of the year and translate them directly into smart financial strategy. They open ā¦
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Analyzing: Retirement Investing for Gen X | In The Final Analysis Minisode
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In this In The Final Analysis minisode, financial advisor Joe Frederick continues our series of investing knowledge for generations. He discusses what the retirement landscape looks like for Gen X (born ~1965-1980) right now, and how this middle-aged generation can prepare their finances for retirement life. A vodcast version as well as written traā¦
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In this episode of In The Final Analysis, financial advisor Jim Yockey explains the relationship between trust and financial decision-making. He delves into the client and financial advisor relationship, the differences that economists and psychologists bring to the art of behavioral finance, and how to process through the emotions around decision-ā¦
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62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle
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Many expats assume their Pension Commencement Lump Sum(PCLS) will remain tax-free when they relocate, but the US UK tax treatyleaves too much ambiguity to be certain. Therefore, what should you do with your PCLS when moving to the US as a British expat? Working with a dedicated cross-border tax advisor can help you avoid costly IRS repercussions. Hā¦
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Process over Results: Tips to Improve Your Approach to Big Decisions
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Not all bad outcomes result from bad decisions just like not all good outcomes come from good decisions. This simple thought speaks to the importance of the process of making decisions and not just their results, particularly when any amount of luck is involved. We probably donāt want to repeat bad decisions just because last time we got lucky and ā¦
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In this conversation, Peter and Paul discuss the innovative landscape of Web3 gaming, focusing on PixelCab Games' approach to building engaging mini-games for blockchain communities. They explore the integration of blockchain technology in gaming, the mechanics behind their upcoming NFT project, the Arcadians, and the unique Recycler feature designā¦
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Smart Ways to Protect Your Finances in an Uncertain Economy with Bob Ginty
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Book a 1-on-1 with Ryan: https://speakwithryan.com/ š¦ Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html Whatās the fastest way to regain control when your finances feel chaotic? This week, Ryan talks with Ramsey-Preferred Financial Coach Bob Ginty about practical ways to stabilize your finances, even ā¦
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Beginner Mistake That Blocks Your First $100/Day (Fix This)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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Talking Macro and Charts with Jurrien Timmer (Ep. 163)
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In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jurrien Timmer, Fidelity's Director of Global Macro, to break down the current cyclical and secular bull markets, how AI compares to past transformative periods, what rising rates have meant for valuā¦
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thrā¦
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The True Wealth of Giving Thanks | Episode 186
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Send us a text Discover why gratitude is more than a feeling, itās a form of true wealth. In this Thanksgiving week episode of The Spend Life Well Show, Mark Trice explores how a thankful heart can shape your financial life, strengthen your faith, and shift your perspective on what really matters. Mark shares practical, biblically rooted insights oā¦
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1
Stop Using Viral Shorts for WarriorPlus Traffic (Beginner Warning)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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The Big Beautiful Bill: Tax Tips You Need to Know!
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There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge! Subscribe to the #MoneyGuidewithMaryStā¦
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How To Build a Purpose-Driven Retirement for 2026
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How do you build a retirement that actually feels meaningful, not just mathematically correct? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isnāt only about "saving enough." Itās about aligning your money with what gives your life purpose in 2026 and beyond. Drawing on decades of hands-on retā¦
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From Ambulances to Acquisitions: Blaise Zuschlag on Scaling Mission Driven Impact
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In this episode, Blaise Zuschlag, EVP & Chief Administrative Officer of Acadian Companies, shares how a family-run ambulance service grew into a 5,000+ employee enterprise without losing its heart. Blaise walks us through: His pivot from JPMorgan to joining the family business The early days of Acadian Ambulance and a pivotal buyout decision How thā¦
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Stop Promoting Low Ticket WarriorPlus Products (Do This Instead)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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1
Did a kid vibe coding with AI take down the Cardano blockchain?
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This conversation delves into the recent outage of the Cardano blockchain, exploring the causes, implications, and community responses. Peter breaks down the technical aspects of the incident, clarifying misconceptions about the nature of the outage, the role of state pool operators, and the recovery process. The discussion also highlights the impoā¦
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Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts such as 529 college savings plans, custodial Roth IRAs, and other long-term options that can grow over time. You will learn how these accounts work, the tax benefits they offer, and how to choose the rigā¦
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Udimi Solo Ads Traffic Tutorial For Beginners 2026 (WORKS FOR WARRIOR PLUS)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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1
The WarriorPlus Strategy Gurus Donāt Teach: Create Your Own Product
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If We Both Collect Social Security Will Our Benefits Be Effected?
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By The AMAC Foundation
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Economic Crosswinds and Fed Uncertainty: Positioning for 2026
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With the historic government shutdown behind us, we dig back into key economic data captured over the duration of the shutdown: highlights include a modest improvement in housing activity, favorable labor market indicators despite data being somewhat stale, and mixed signals from the Federal Reserve amid uncertainty over December rate cuts. Equity ā¦
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Markets retreat as investors reassess valuations
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing vaā¦
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1
Stop Promoting Random WarriorPlus Affiliate Offers (Do This First)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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1
Stop Sending Traffic to Your WarriorPlus Affiliate Link (Do This Instead)
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š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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S10E38: AI Repricing and Investor Behavior
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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the recent AI repricing, what the Fed does in December, changing investor behavior, and why recessions have become increasingly rare. WealthVest ā based in Bozeman, MTā is a financial services marketing and distribution firm specializing in fixed and fixed index annuities froā¦
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1
From the Court to the Courtroom: Deal Clarity from a Coach Turned Lawyer
44:58
44:58
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44:58
In this episode, we sit down with William Kellner, a former college basketball coach turned commercial litigator and M&A deal attorney. Will brings a rare blend of courtroom experience, in-house legal strategy, and business-owner empathy. He shares the most overlooked threats in deal execution, what litigators know about deal structures gone wrong,ā¦
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In Case You Missed It... š Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 š What NO ONE Tells You About Being a Paid College Athleteā¦ https://youtu.be/XvF81B8QP-E š 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ š Top 5 Financial Tips for 2024! (MUST WATCH) https:ā¦
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1
How Money Works: Planning, Fables, and Real-Life Finance
23:34
23:34
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23:34
The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hidden beliefs influence the way people plan. The team also tackles listener questions and offers smart portfolio strategies to balance risk and reward aā¦
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1
Warning Signs That Financial Trouble Could Be Ahead?
16:03
16:03
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Book a 1-on-1 with Ryan: https://speakwithryan.com/ š¦ Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html Are you missing the warning signs in your financial life? In this episode, Ryan and Ramsey-Preferred Financial Coach Bob Genty discuss the biggest money challenges families are facing todayāfrom oveā¦
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Sandals Virtual VIP Event, 777 Deals and the Jamaican Bobsled Team
36:12
36:12
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This week on Islands Uncovered, weāre diving into everything you need to know if youāre planning a Sandals or Beaches Resort vacation or honeymoon. Iām breaking down the latest Sandals Resorts updates, the hottest Black Friday travel deals, this weekās 777 Sandals & Beaches specials, and how to score exclusive promotions during my upcoming Virtual ā¦
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1
Wealthbox's new AI Notetaker, with Director Andrew Ladwig
15:01
15:01
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15:01
The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaā¦
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1
(AI Hack) 100% Free Traffic Warrior Plus Affiliate Marketing 2025 - 3
2:50
2:50
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2:50
š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the surge in market volatility and what they believe is truly behind it. They explore shifting rate-cut expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks from Fedā¦
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1
The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan - Replay
15:40
15:40
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15:40
In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal assetā¦
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Send us a text The market is always changing, but what do those shifts really mean for your investments? In this episode, Mark Trice breaks down the latest market trends and explains how they could impact your portfolio. He offers clear, practical insight on what to watch this month and how to stay steady and confident as you navigate an ever-changā¦
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1
Did Obama Era Social Security Tax Cuts Hurt the Program?
4:31
4:31
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By The AMAC Foundation
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1
Consider the Wearing Out Factor When Deciding When to Take Social Security
5:03
5:03
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By The AMAC Foundation
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By The AMAC Foundation
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1
Should I Take Social Security Now or Wait Until Age 70?
6:12
6:12
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By The AMAC Foundation
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1
When Does My Disability Become My Social Security?
3:38
3:38
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3:38
By The AMAC Foundation
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1
How I Generate Leads From Facebook Groups Every Day [Using *Hidden* Groups]
3:08
3:08
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3:08
š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team to give an update on tariffs, the consumer, and holiday spending.
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Can Infrastructure Be a Profit Center? How Ken Bernhard Turned Central Plants into Cash Flow
44:28
44:28
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What if your infrastructure wasnāt just a cost center but a source of recurring revenue? In this episode of The Deal Podcast, energy developer and fourth-generation entrepreneur Ken Bernhard breaks down how his firm is flipping the script on mechanical systems, turning legacy utility plants into modern revenue engines. Ken shares: How his family leā¦
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1
Laziest Way to Make Money with AI in 2026 (FOR BEGINNERS)
3:33
3:33
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3:33
š“ Shortcut Your Way to Faster Income With Our Done For You System ā¶ļø https://learn.partnerwithlj.com/podcast š“ Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ā¶ļø https://learn.partnerwithlj.com/podcast ############################################ š„Affiliate Marketers: Learn How to Make up to $10k/mo with AI: https://youtuā¦
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In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how different retirement accounts are taxed, the role of Roth conversions, and the timing of withdrawals and income. It also considers how Social Security and investment decisions fit into a broader tax-aware apā¦
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1
Defining Balance - Planning with Purpose and Living with Peace
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10:04
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Some people are born plannersāthey've got color-coded calendars, vision boards, goal lists, and more. Planning is powerful; it helps you live a purposeful and peaceful life by giving you control over your life. But remember, happiness and connections can't always be scheduled. Like a hummingbird, pause, hover, restādon't rush. Move with intention. ā¦
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Penny for Your Thoughts? Consumer Trends and the Fog of Uncertainty Persists
25:16
25:16
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25:16
This week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lingering uncertainty due to delayed economic data from the recent government shutdown, while Federal Reserve policy remains unclear, with rate cuts seen as a toss up ahead of Decemberās meeting. With holā¦
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Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is possible. Past performance does not guarantee future performance. Forecasting represents predictions of market prices and/or volume patterns utilizing vaā¦
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S10E37: David Cervantes talks 2026 outlook
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53:38
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In this episode of WealthVest:The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, Founder of Pine Brook Capital. They discussed David's success on Substack, his outlook for 2026, valuations, AI, the U.S. dollar, and the bond market. WealthVest ā based in Bozeman, MTā is a financial services marketing and distribution firm specializing iā¦
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