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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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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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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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 industry’s brightest minds? In Independence Amplified, she’ll 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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Financial decisions are endlessly complicated. There’s 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 Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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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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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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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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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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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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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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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 ®, 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. Mary’s 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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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 Ozarks Live which airs Live Tuesdays at 3pm. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our webs ...
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Welcome to The Velvet Rope Playbook, where stories of affluent marketing take center stage. Dive into the lives of fascinating characters, explore the opulent worlds they inhabit, and uncover lessons on exclusivity, influence, and the subtle strategies behind successful branding. Through tales brimming with wit, intrigue, and charm, Mark Satterfield offers insights into what truly resonates with the affluent. Whether you’re seeking inspiration, actionable advice, or simply a delightful escap ...
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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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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” 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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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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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 advisors—using the firm’s 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 Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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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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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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If you're ready to turn your retirement dreams into reality, you're in the right place. Hosted by Cathy Mendell, CFF®, founder and president of Theia Financial, this podcast is designed to help accomplished women live a financially independent and fulfilling retirement. Cathy helps women nationwide build secure, flexible, and personalized retirement income plans. Tune in for expert insights on income planning, wealth management, tax strategies, asset protection, estate planning, and more! If ...
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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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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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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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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:[email protected]/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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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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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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The world's first podcast to be hosted by a Bored Ape, The Ape and Pony Show. The host of The Ape and Pony Show, Bored Ape #672, more affectionately known as B.P., is owned by the show's creator. B.P. was the 672nd member of the Bored Ape Yacht Club and is looking forward to sharing his journey into NFTs and the BAYC with listeners. This show explores world-class performers in the NFT space. We take deep dives with NFT investors and gamers, project creators, digital artists, founders, builde ...
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I am your trusted resource for educational content on individual stock analysis. My mission is to help listeners enhance their ability to analyze stocks independently, identify deeply undervalued opportunities, and explore securities that may be overlooked by the broader investing public. _______________________________________________________________________________________________________________________________________________________________________ What the Podcast Offers: On-the-Ground ...
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Hem Bhatt provides the basics as well as some advanced thinking over the episodes in this podcast series. And Hem is definitely someone people should to as he has built a career around understanding money, the role it plays in our lives and how to keep more of it to guard and secure our future. He has a bachelor’s in business administration in Accounting and Taxation, a master’s Certificate in Project Management, an LLQP and completed courses in Canadian Investment Funds and Branch Managemen ...
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Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. We’re 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. ➡ New Episode Tuesdays. ...
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Step into ”The Payback Pod,” 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, you’re in for a treat. From data deep-dives to conversion tricks, thi ...
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Retirement Requires a Shift in Mindset - Replay
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Time is your most precious resource, but how you use it is up to you. The shift from earning to retirement can be quite challenging, as you have to thread the needle between income, growth, and time. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the most important mindset shift people need to make in orde…
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Unlocking Wealth: How Insurance Shapes Your Financial Future
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Continue your exploration of financial planning with Part 2 of our series, "Unlocking Wealth: How Insurance Shapes Your Financial Future." 🌟 This segment emphasizes the vital role of insuring your money in wealth accumulation and protection. Gain insights into strategic use of various insurance products to strengthen and secure your financial portf…
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The Scarcity Advantage: Why Limited Access Creates Unlimited Demand
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There’s a little place on the Upper East Side called Velvet Jack’s. No website. No phone number. No way in—unless you already belong. It’s the same principle that fuels every high-net-worth deal, luxury brand, and private club: 👉 If they can’t have it, they want it. 👉 If it’s scarce, it’s valuable. 👉 If it’s everywhere, it’s worth nothing. Today’s …
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Shielding Your Wealth Before Tariffs Hit Hard
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In Case You Missed It... 👉 Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 👉 What NO ONE Tells You About Being a Paid College Athlete… https://youtu.be/XvF81B8QP-E 👉 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ 👉 Top 5 Financial Tips for 2024! (MUST WATCH) https:…
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Why Fast Freddie Ditched Networking & Tripled His Business
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Fast Freddie Fontana was burnt out. Cocktail hours, mixers, endless handshakes… and nothing to show for it. 👉 He had the business cards. 👉 He had the LinkedIn connections. But the one thing he didn’t have? High-net-worth clients. Until one night—when Freddie stopped playing the networking game like everyone else… and discovered the real way the wea…
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How Rags Deluca Got in the Room (Without Begging for an Invite)
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There are two kinds of people in this game: Those who wait for an invitation… And those who walk in like they belong. Here’s the truth: 👉 High-net-worth clients don’t hand out invitations. 👉 The powerful expect you to already be in the room. Today’s story? It’s about Rags Deluca—a kid with no connections, no fancy pedigree, and no reason to be in t…
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The Handshake That Led to a $10 Million Deal
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Some handshakes? Forgettable. A quick grip at a networking event. A bland introduction at a meeting. But the right handshake? Can change your entire career. Today’s story is about Louie Calabrese—a financial advisor stuck in the mid-tier market, spinning his wheels… until one handshake led to a $10 million client. No aggressive pitch. No flashy pre…
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In this episode, we take a closer look at what financial independence really means—beyond catchphrases and surface-level advice. It’s not about chasing a perfect number or following a rigid formula, but about understanding how money fits into the broader picture of your life, choices, and values. We talk about how the meaning of independence can sh…
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The Day Corkscrew Mulligan Walked Away from Fifty Grand
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Here’s a quick question: Who asks for discounts more—people with real money… or the ones barely scraping by? If you’ve been in business long enough, you know: 👉 The nickel-and-dimers haggle. 👉 The wealthy? They don’t. In today’s episode, you’ll hear the story of Corkscrew Mulligan—a financial advisor who learned that lesson the hard way when he nea…
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Independence, Influence, and the Freedom to Choose Your Clients
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It’s July 4th—the grills are fired up, the fireworks are flying… But today’s not just about hot dogs and sparklers. We’re talking about a different kind of independence: 👉 The freedom to control your business 👉 The influence to walk into elite rooms with confidence 👉 The authority to choose your clients—not beg for them Because real freedom? Isn’t …
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Vietnam Trade Deal Sparks New Tariff Questions
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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 va…
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Avoiding the IRMA Trap: Strategic Income Planning for Medicare
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The Income-Related Monthly Adjustment Amount (IRMA) is a Medicare surcharge that can significantly increase your healthcare costs in retirement based on income from two years prior. • IRMA affects both Medicare Part B and Part D premiums, potentially adding over $500 per month per person • The surcharge is based on your Modified Adjusted Gross Inco…
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Retirement Breaking News: The 4% Rule Gets a Makeover
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirem…
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The Five People You Meet Before Retirement
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In the book The Five People You Meet in Heaven, each person the main character meets help him understand his life in a new way. Today, Craig and Jennifer talk about the five people you should meet before retirement, people who can guide your next chapter and help you retire with confidence, and purpose. After all, retirement isn’t just about money,…
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Mailbag: Should I Buy the Dip or Wait It Out?
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Market dips can rattle even the most seasoned investors. In this episode, Trent and Brandon tackle some of the most common questions they're hearing from clients right now. From pre-retirees worried about protecting their portfolios to investors wondering if it’s time to buy the dip, the discussion focuses on practical ways to stay steady and avoid…
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The Fork in the Road—Why Some Pros Stay Broke & Others Get Rich Clients
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Two agents. Same start. Same market. Very different endings. Today’s episode is the true tale of Scrappy Benny Flowers—still grinding for commissions—and Victor “The Sable Fox” Lupo, who quietly dominates the luxury market, closing deals in penthouses where the chandeliers cost more than most people’s homes. Was it luck? Was it connections? Nope. I…
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Settling An Estate As An Executor - Replay
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In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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The Style Whisperer: How an Image Consultant Became a Trusted Advisor to Billionaires
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Most people think image consultants… pick out clothes. But in elite circles? The best ones shape perception, command status, and open doors money alone can’t buy. Today’s story is about Simone Winters—a woman who went from helping mid-level execs at Nordstrom to quietly advising billionaires, political dynasties, and global philanthropists on how t…
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Osaic talks to GReminders: The Future of AI in Financial Services
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Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge …
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How Three-Finger Lenny Closed the Toughest Client of His Life
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There’s one question that makes most professionals crumble in front of wealthy clients: 👉 “Why should I pick you?” The panic sets in. The over-explaining starts. The client smiles politely… and your deal quietly dies. But today’s story? It ends differently. You’ll meet Three-Finger Lenny—a sharp consultant with zero pedigree, facing down a client w…
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Fed Still to Wait and See after updates to GDP and PCE
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In this episode, our experts opine on the economy, considering three key indicators making a splash this week: unemployment claims are down, but so was the first quarter estimate of Gross Domestic Product (GDP), while inflation stayed stickier than hoped for in May. Meanwhile, bond yields moved higher, and the stock market is having a heyday, despi…
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The Kid from Nowhere Who Cracked the Luxury Market
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Ever walk into a room full of wealthy, powerful people… and feel like you’re one wrong move from getting kicked to the curb? That feeling? It’s real. And it holds a lot of smart professionals back from playing at the highest level. Today’s story is about Johnny “Numbers” Caruso—a guy with no fancy connections, no elite pedigree, and nothing but hus…
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How Jersey Slim Flipped the Power Dynamic on a Billionaire
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Working with the wealthy isn’t always champagne and private jets. Sometimes? You run into the ones who think money means power—and that power gives them permission to treat you like you’re lucky just to be in the room. Today’s story is about Jersey Slim—a sharp-talking real estate broker who found himself toe-to-toe with a billionaire who didn’t re…
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Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after working years are over, and how people consider what happens to their finances down the road. There are no promises or specific advice here—just an overview of common themes around money, legacy, and plann…
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The Confidence Trick—How to Sound Like You’ve Been Selling to the Wealthy for Years
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Let me tell you about a guy named Easy Vincent—the kind of man who could sell a penthouse to a monk and convince him it was part of the monastery. Vincent didn’t have the pedigree. No trust fund. No Ivy League degree. No Rolex to flash around. But he had one thing most professionals overlook: Presence. The ability to sound like he belonged—even bef…
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Markets Soar on Rate Cut Hopes, Job Strength
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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 va…
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You can have the polished website. The fancy credentials. The glowing testimonials. And still—wealthy clients politely pass you by. That’s exactly what happened to James. In today’s episode, you’ll hear how James—armed with all the “right” marketing—still couldn’t land decisive, high-net-worth clients… until one night changed his entire approach. 🎯…
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The Lazy Way to Retire? Let’s Talk Target-Date Funds
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Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? These funds promise convenience and automatic adjustments, but with so much riding on a one-size-fits-all …
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Can You Really Make Money Giving Away PDFs? | High Ticket PDF Profits Review
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🔴 Get High Ticket PDF Profits and Your Exclusive Bonuses Here ▶️ https://thevipsystem.com/highticketpdfprofitsreviewandbonuses ############################################ 🔴 Want MORE Affiliate Sales? Go here for your FREE Personalized Income Plan: ▶️ http://info.partnerwithlj.com/youtube/podcast 🔥Affiliate Marketers: Learn How to Make up to $10k/m…
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Summer Stewardship: Spending Wisely During Expensive Seasons | SLW #171
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Send us a text In this episode, financial advisor Mark Trice offers practical wisdom for navigating the high costs of summer through the lens of biblical stewardship. From family vacations to rising utility bills, summer can be one of the most expensive seasons of the year, but it doesn't have to derail your financial plan. Mark shares timeless pri…
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The $50 Million Mindshift: How One Conversation Erased Imposter Syndrome
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Ever walk into a room and feel like you're one wrong step from being exposed? That’s imposter syndrome—and it’s one of the biggest silent killers of success when it comes to working with the affluent. In this episode, you’ll meet Mike—a sharp, capable professional who nearly sabotaged his biggest opportunity because he didn’t think he “belonged” in…
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The Empty Nester Phase and Its Importance for Retirement Readiness
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Parents know well the high costs of raising children. Certainly, this affects our ability to save for retirement or meet other financial goals, but what about when our kids leave home? How do empty nesters tend to respond financially, and psychologically? Work from Andrew Biggs, a Senior Fellow at the American Enterprise Institute and author of The…
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Avoid Making These 5 Retirement Mistakes - Replay
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“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mi…
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Who’s really stopping you from landing affluent clients? It’s not the wealthy. It’s not your résumé. It’s not your lack of a Rolex or a yacht club invite. 👉 It’s you. In this episode, you’ll meet Cadillac Louie—a gritty entrepreneur who almost missed his shot at the luxury market because he didn’t think he “looked the part.” But once he made one po…
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Healing at the Well: The Story of Well of Grace Ministries
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Send us a text What does it truly mean to love someone well? For the counselors at Well of Grace Ministries, it means meeting women and girls exactly where they are—without judgment or finger-wagging—and walking alongside them through life's challenges. Mary Andres, Allie Talbot, and Ellen Dutton share the remarkable 20-year journey of this Berrien…
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What to Say (and What NOT to Say) to Wealthy Clients
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Ever overthink every word when speaking to a wealthy prospect? Talk yourself in circles trying to impress? Yeah—most professionals do. And it costs them the deal. In today’s episode, you’ll hear the story of a financial advisor who almost lost a $20 million client—not because he lacked expertise… But because he was trying too hard to sound like he …
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Summer of Uncertainty: the June FOMC meeting and the One Big Beautiful Bill
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The Federal Open Market Committee (FOMC) met this week to report on dampened economic projections, forecast two potential rate cuts in the remainder of the year, and reaffirm the wait-and-see approach that has been a hallmark of Fed policy thus far in 2025. Our experts analyze what came out of the meeting, how investors should respond, and what the…
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The Story That Sells: How to Become the Authority Affluent Clients Trust
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If you're a real estate agent, consultant, advisor, or entrepreneur trying to attract high-net-worth clients, there’s something you need to know: It’s not about credentials. It’s not about perfecting your pitch. It’s not about looking impressive. 👉 Authority—the kind that makes the wealthy take notice—isn’t built by flexing. It’s built by storytell…
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How Fast-Talking Tommy Made the Rich Beg to Work With Him
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Worried about coming across as “too salesy”? You’re not alone. In today’s episode, we dive into one of the most dangerous fears that holds professionals back from landing high-net-worth clients: the fear of being seen as desperate. You’ll meet Fast-Talking Tommy—a consultant who used to pitch hard, follow up too often, and practically beg for busin…
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This video explores the idea of creating a reliable and sustainable income for retirement, focusing on key principles rather than specific solutions. It encourages thoughtful planning and consideration of various factors that can impact your financial well-being later in life. Whether you’re beginning your retirement journey or looking to refine yo…
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Navigating Big Events Without Breaking The Wallet
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Get ready to join Laura Johnson from Hummingbird Wealth Management as she takes us on an exhilarating journey through the vibrant month of June—a time teeming with weddings, graduations, and family vacations! Are you excited to celebrate love? Laura is thrilled to share her expert insights on navigating the wedding scene! Whether you're a plus-one …
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The Expert They Almost Ignored: How to Sell to the Wealthy Without Seeking Validation
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Ever freeze up when speaking to a high-net-worth client—worried you’ll say the wrong thing, get judged, or not “sound smart enough”? You’re not alone. Many professionals fall into the trap of thinking that the affluent expect perfection. But that mindset kills more deals than any market downturn. In today’s episode, you’ll meet a real estate agent …
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Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving.#risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyea…
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When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement.#ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #…
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So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon.#austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #…
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Oil Steady Amid Middle East Clash—Will it Last?
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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 va…
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How Slick Eddie Stole a Billionaire’s Business
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Ever walked away from a deal because you assumed the wealthy client was already locked up by someone else? “You’re too late.” “They’ve been with that advisor forever.” “They’d never switch.” Wrong. Because the affluent don’t stay loyal to people. They stay loyal to performance. Today’s episode tells the story of Slick Eddie—a sharp, underestimated …
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Time is Flying in 2025: Have You Caught Up With Your Financial Goals?
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We examine essential mid-year financial steps that could help you finish the year strong and brighten your financial future. Time flies by quickly, making it crucial to check in on your financial goals periodically rather than putting them off indefinitely. • Consider saving for retirement early, even if in small amounts, to harness the power of co…
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Financial Lessons Parents & Grandparents Can Teach A New Graduate
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Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Ryan wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. Join us as we discuss ways familie…
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What Game Shows Teach Us About Retirement
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Retirement planning isn’t always a smooth ride, and sometimes it can feel more like spinning a wheel or picking a mystery box. In this playful but practical episode, Craig and Jennifer turn retirement planning into a game show, using iconic formats like The Price is Right and Are You Smarter Than a Fifth Grader? to unpack the real-life financial de…
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