Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Behind The Advisor Podcasts
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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The International Association of Privacy Professionals is the largest and most comprehensive global information privacy community and resource, helping practitioners develop and advance their careers and organizations manage and protect their data. More than just a professional association, the IAPP provides a home for privacy professionals around the world to gather, share experiences and enrich their knowledge. Founded in 2000, the IAPP is a not-for-profit association with more than 70,000 ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Welcome to the Energy Revolution, where we discuss the most important questions that will make or break the clean energy transition. From geopolitics to the hottest new tech, we speak with industry leaders, academics, journalists and more to bring you the real story behind the headlines. Hosted by Sulaiman Ilyas-Jarrett, former government advisor at the UK Deparment for Energy and No10 Downing Street, and a Policy Fellow at the University of Cambridge Centre for Science and Policy.
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Across law, business, and finance, Dr. Doug Hirschhorn — advisor to the elite — goes beyond the surface to decode the strategies behind success. No scripts. No fluff. Just what works.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Medic2Medic is back. After 300 episodes and a three-year pause, the podcast returns to shine a spotlight on the voices and stories that define Emergency Medical Services. Each episode takes you behind the sirens and into the lives of EMS professionals—paramedics, EMTs, educators, leaders, and innovators—who dedicate their careers to saving lives and shaping the future of prehospital care. Whether you’re in the field, connected to EMS, or simply curious about the people who answer the call, M ...
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People Behind the Science Podcast Stories from Scientists about Science, Life, Research, and Science Careers
Dr. Marie McNeely, featuring top scientists speaking about their life and c
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Are you searching for great stories to ignite your curiosity, teach you to perform better in life and career, inspire your mind, and make you laugh along the way? In this science podcast, Dr. Marie McNeely introduces you to the brilliant researchers behind the latest scientific discoveries. Join us as they share their greatest failures, most staggering successes, candid career advice, and what drives them forward in life and science. Our website with show notes]] Greetings science fans! We’r ...
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the worl ...
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Business & Psychology – hosted by author and leadership advisor Martin Wolf (The Psychology of Workplace Dynamics) and psychologist Dr. Verena Seibert-Giller (founder of the UX Psychology Lens) – explores the human side of business with clarity, science, and zero fluff. Each episode unpacks one powerful psychological insight behind everyday workplace behavior. From team tensions to decision traps, Verena and Martin break it down with real facts, smart perspectives, and practical hacks for le ...
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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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Coming Up Clutch with J.R. Helping Pro and Executive Athletes maximize their success and significance
James "J.R." Reid
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James “J.R.” Reid goes behind the scenes with the elite of the elite and shares strategies to help you thrive under intense pressure and come up clutch more often. Discover how you can master your mind, relationships, and money to ensure they’re an asset during your pursuit of greatness instead of a liability. Since 2005, J.R. has been a trusted coach, mentor, and advisor to the world’s top athletes, public figures, and executives and is considered one of the “Navy Seals of Life Coaching.” C ...
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Real Money, Real Life™ with Linda Grizely Money isn’t just math -it’s mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we’ll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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Welcome to David Invest, your AI-inspired real estate investing podcast. We explore a range of real estate investments, from multifamily assets to mixed-use properties. David Davidenko, Co-Founder and Managing Partner of Sunrise Capital Group's portfolio boasts over 7,000 units and a staggering value of $600MM. At David Invest AI, you'll unlock the secrets behind these successful strategies and observe how AI transforms our interaction with real estate content. We're not just another finance ...
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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🎙️ Welcome to The SPAC Podcast — your front-row seat to the dynamic world of Special Purpose Acquisition Companies. Hosted by Michael Blankenship, a leading capital markets attorney and partner at Winston & Strawn LLP, and Joshua Wilson, executive producer and capital markets advisor, The SPAC Podcast brings you candid conversations, insider insights, and sharp analysis from the people shaping the future of the SPAC market. Whether you’re a sponsor, investor, founder, attorney, banker, or ju ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it’s about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we’re talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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The stories behind the people, places and properties on the Danforth. A Danforth resident & local real estate expert for 25 years that knows the history and stories of this area better than most. Been recording interviews with local residents since 2020 and will be adding them to this new show. Also the host of the #1 ranked real estate podcast show on Google, Spotify, Apple Podcasts and more.
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Traditional media on Finance has become too commercial and one sided. We strive to show the truth behind the current topics in the financial news today. We strive to be fully transparent and would love to see your comments on our videos however since Patrick Morehead is an actual financial advisor the SEC does not allow comments on Youtube Videos. We would still love to hear form you about potential topics, things you like and of course things we can work on. Please reach out to us at Hello@ ...
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The Conversation with POLITICO’s Dasha Burns is a fresh take on the traditional Sunday show format, going beyond conventional wisdom and short sound bites to broaden the political conversation. Each week, Dasha will sit down with one of the most compelling – and sometimes unexpected – power players in Washington and beyond for a real discussion about how they are shaping the current moment.
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Welcome to the Let’s Just Go podcast! I’m Kayla, a travel advisor, millennial, and professional suitcase-stuffer here to share stories, tips, and plenty of honest opinions from my adventures around the globe. Each episode, you’ll get destination breakdowns, planning advice, hilarious travel tales, and a behind-the-scenes look at what it’s like working in the travel industry. Whether you’re planning your next big trip or just need a virtual escape, you’re in the right place. Fair warning: I s ...
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The Breakout CEO is a podcast for leaders who are building, breaking through, and leveling up. We're excited to feature bold leaders and sharp thinkers who help scale innovation, build real teams, and navigate the pressures of growth. Hosted by Jeff Holman—CEO advisor, legal strategist, and founder of Intellectual Strategies—the show features 30-minute, insight-rich conversations with entrepreneurs and experts operating at the edge of innovation and growth. Each episode dives into the mindse ...
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If you are an Automotive Mechanic or in the industry this is the show for you! The #1 automotive mechanic podcast! We talk about the good and the bad. Flat rate is broken. We’re done staying quiet. The Flat Rate Tech Podcast is the raw, unfiltered voice of real dealership and independent shop technicians. Hosted by a working flat rate tech and the author of Flat Rate Life—the book that exposes what it’s really like to survive in this trade—this podcast pulls back the curtain on the automotiv ...
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RealClear Podcasts go behind the headlines covering the most interesting topics and news of the day. From the president’s first 100 days to an in-depth look at the administrative state, listeners can count on RealClear’s Washington Bureau to start the smartest conversations on the issues that matter most.
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Welcome to Power to Pursue, a groundbreaking podcast hosted by Rachel DesRochers, a serial entrepreneur and nonprofit founder. Set to launch in Spring, this podcast aims to celebrate and normalize the diverse pursuits of women—from perfecting their morning coffee to building successful businesses. With a focus on inspiring and empowering listeners, "In Pursuit" will feature interviews with women from various backgrounds, including entrepreneurs, corporate leaders, and everyday heroes.Rachel ...
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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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Louisiana's trusted industry advisor for restaurants, Louisiana Restaurant Association, presents We Live To Eat. It's a behind-the-scenes peek at the members of the association and how the LRA helps them navigate the complicated world of restaurant ownership. Host Wendy Waren intrigues us with interesting stories and engaging conversations with special guests from Louisiana's culinary scene. Join us each month for an update & check out all our social media - Instagram, Facebook and Linkedin. ...
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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If you're ready to embrace authenticity, take action, and live the life God has in store for you, you've found your perfect destination. Join Ashley Winston and her esteemed guests as they share inspiring stories, practical wisdom, and valuable advice on faith, business, and life. With a global reach spanning Africa, Europe, Asia, and the Americas, the podcast has touched listeners' lives in over thirty-four countries. About Ashley: Ashley Winston is a multi-passionate entrepreneur, author, ...
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Raw, unfiltered, and ahead of the curve — The Chip Mahoney Show covers crypto, financial fraud, Web3, and the signals behind emerging tech. From Bitcoin to stablecoins, AI agents to blockchain exploits, every episode ends with a real opportunity you can front run. Don’t just watch the economy — own it. (Powered by OTEC: Own The Economy Coin)
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The Unwritten Playbook of the C-Suite Executiveland is the podcast for senior leaders, aspiring executives, and anyone who wants to understand what it really takes to lead and succeed at the top. Hosted by executive coach and trusted advisor Elizabeth Freedman — founder of E•Suite Leader and longtime advisor to Fortune 100 companies — this show takes you behind the scenes of 20+ years working with C-Suite executives and their teams. Each month, you’ll get real-world insights from the coachin ...
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Venture Europe: Entrepreneurship | Technology | Venture Capital | Eu/Acc
Calin Fabri | Entrepreneur | Advisor
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personal conversations with the entrepreneurs and investors creating a future worth getting excited about
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Hosted by retail industry expert Melissa Moore, The Retail Tea Break podcast brings together retailers, brands and thought leaders to decode the myths, share knowledge and give you fresh insights into the ever-evolving world of retail.
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At Di Pietro Partners, we don’t just represent clients, we educate them. Our boutique litigation firm is known throughout Florida for handling complex cases involving healthcare law, probate and trust litigation, False Claims Act whistleblower actions, and high-stakes civil disputes. Now, we’re bringing our legal insight directly to you through the Di Pietro Partners Podcast. In each episode, our attorneys break down pressing legal issues that affect doctors, healthcare businesses, families, ...
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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Josh Jalinski
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Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute fo ...
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The Whisky Investment Podcast from VCL Vintners (vclvintners.london) is the podcast for all whisky investors - new or experienced. Alwynne Gwilt (Miss Whisky) invites guests from the whisky and investment world to discuss pressing topics and news each month. Look behind the numbers and explore the factors influencing the market performance and broaden your investment horizon with VCL Vintners.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real busine ...
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Every week, real estate team lead Byron Lazine and financial advisor Pat Kenny give insight into Connecticut real estate and local news affecting the real estate and stock markets.
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Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
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In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David’s story is full of practical takeaways you can apply in your own practic…
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Crypto or Corporate Cosplay? Fitell's Move with Pump.fun Revealed
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In this episode, we dive deep into the world of crypto as we analyze Fitell Corporation's recent move of investing into Pump.fun tokens. With a hefty $100M credit line and a rebranding as Solana Australia Corporation, we ask: Is this truly a strategic play in the blockchain space or more of a corporate cosplay? Join me as I break down why Fitell’s …
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On leadership in digital governance: A chat with Ruby Zefo
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Ruby Zefo has long been a leader in the fields of privacy, data protection and cybersecurity. She was the first chief privacy officer at Uber, where she served from 2018, helping lead the company’s efforts to protect and enable user data. She has done so while Uber continues to innovate its technology amid a dramatic increase in digital laws around…
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Never Stop Improving!...Or You're Falling Behind....
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty recaps his experience at the ASTA Automotive Service Tire Alliance Expo in Raleigh and dives into why ongoi…
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How to Protect Your Business from Employee Lawsuits | 948
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How to protect your business from the most common—and costly—employment law mistakes. In this episode, employment attorney Susan Lorenc joins Dave Lorenzo to deliver a master class on how business owners can stay out of legal trouble, build productive workplaces, and avoid unnecessary lawsuits. Key Topics Discussed: Why employment law is about more…
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“They're causing real harm”: Kevin Hassett on the Dem shutdown standoff
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Kevin Hassett is the director of the National Economic Council and arguably the economist closest to President Donald Trump. Right now, he’s also one of the top advisers tasked with explaining the economic fallout of the government shutdown and forging a path forward. Hassett joins POLITICO’s Dasha Burns for this week’s episode of The Conversation,…
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Risk-Reward Equation for Serial SPAC Sponsors
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In this episode of The SPAC Podcast, Adeel Rouf breaks down the real risk-reward tradeoff that comes with being a serial SPAC sponsor. Drawing on deep experience leading multiple SPACs, Adeel outlines the critical responsibilities and vulnerabilities that sponsors must prepare for if they want to succeed in today’s highly competitive landscape. He …
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Inside the Mind of a CFO: What Every Business Owner Should Know | 947
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In this episode of The Inside BS Show, Dave Lorenzo sits down with Britt Summerill, Partner at Now CFO, to uncover the truth about when and why business owners need a Chief Financial Officer and what happens when they wait too long to bring one in. Britt explains the critical difference between a Controller and a CFO, the telltale signs your compan…
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Lessons from a Young CFP: Taxes, Retirement, and Client Care
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What does it take to build a successful financial planning career in today’s world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client…
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In the latest episode of The Retail Tea Break podcast, I’m joined by Nora Zukauskaite, Integrated Marketing Director at TikTok Shop. With a career across creative, tech and entertainment, Nora now leads the way in discovery commerce and digital-first retail. This is a phenomenal episode, full of insights and exciting sneak peak. Grab your notebook …
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Megan Klock on Restaurants, ProStart, and Fighting for the Industry
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New episodes are available each month on most podcast platforms. We Live To Eat podcast is produced by the Louisiana Restaurant Association Comms Dept. https://www.instagram.com/louisiana_restaurant_assoc/ https://x.com/LaRestAssoc https://www.facebook.com/LaRestaurantAssoc https://www.linkedin.com/company/louisiana-restaurant-association…
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7 - Resilience at the Crossroads: CEO Insights from Design and Logistics with Shyft's Alex Burdge
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In this episode of The Breakout CEO: Inside the Strategic Moves of Scaling CEOs, Jeff Holman speaks to the CEO and Co-Founder at Shyft, Alex Burdge. Alex shares his entrepreneurial journey, the evolution of Shyft, and how the company navigated major disruptions like the US-China trade wars and COVID-19. He discusses building a resilient internation…
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Nadia of Sixbaskets. Local gift basket business.
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Need a locally made gift basket? This is the only contact you need. Reach out via IG.By Paul Indrigo
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In this episode of The SPAC Podcast, Louis Camhi lays out a candid and nuanced outlook for the SPAC market heading into 2025 and beyond. He explains that while SPACs are simply another tool in the capital markets toolbox, recent macro events, including the 2024 election cycle and early 2025 volatility, have temporarily held back broader recovery. L…
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How Advisors Help High-Net-Worth Clients Keep Millions with Smart Insurance Planning | 946
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n this episode, Dave and Nicki sit down with Adam Sendischew of Jones Lowry to explore how high net worth and ultra high net worth individuals use advanced insurance strategies to protect, preserve, and grow wealth across generations. Adam breaks down private placement life insurance (PPLI), a tool that combines asset protection, tax efficiency, an…
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Nick Bolhuis | How to Leverage Your Breath for Breakthrough
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What if the reason you can’t focus, recover, or stay calm… is because you never learned how to BREATHE right? Based on the statistics (and watching elite athletes compete every day), chances are—you’re doing it WRONG. And that’s a problem…especially if you're like the elite performers I meet who are running hard all day long — chasing goals, leadin…
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Abruptober: Crypto Market Shifts and Concordium's Role | Insights on Blockchain and Web3
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Front Run The Week — Free Signals Get early signals before they hit headlines. Subscribe free at tokentrust.substack.com — or tap here: tokentrust.substack.com October is usually known as “Uptober” in crypto, but 2025 is shaping up to be an ‘Abruptober’—a month full of sudden changes, sharp turns, and unexpected market surprises. In this episode of…
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Meet Sandra Leigh Lester, Certified Sustainable Building Advisor.
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Meet Sandra. A local resident and also a Certified Sustainable Building Advisor. Enjoy the show.By Paul Indrigo
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4 Money Habits to Skip in Your 20s (and What to Do Instead)
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Today we're uncovering the costly habits that can derail your finances in your twenties, and how avoiding them can set you up for long-term success. From lifestyle creep and convenience spending to housing choices and travel trade-offs, Josh shares the strategies he used to build wealth early, along with timeless lessons on compounding and delayed …
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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
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While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…
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Are you calculating the ROI of your referral activities? As we enter Q4, it's the perfect time to reflect on your referral strategy! In this episode, I break down the many benefits of referrals that go beyond just financial returns. From attracting high-quality clients to saving time, there is so much to gain! Resources and links mentioned in this …
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Financial Planning When You Don’t Have Kids with Jay Zigmont | Ep 09
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In this episode of Real Money, Real Life™, Linda talks with Jay Zigmont about financial planning for people who don’t have kids. We explore what it means to create a legacy when children aren’t in the picture, how to align your money with your values, and the unique opportunities and challenges that come with a childfree life. We talk about: - Why …
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In this episode of The SPAC Podcast, Louis Camhi breaks down the evolving relationship between SPACs and the crypto space and where investor attention is shifting next. He highlights recent high-profile transactions, including Cantor Fitzgerald’s CEP deal, which gave investors exposure to Bitcoin through a listed equity vehicle. Louis also points o…
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Before You Speak: The Hidden Psychology of Tough Conversations | 945
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Ever found yourself dreading a tough conversation—with an employee, a client, or even someone you love? In this episode of The Inside BS Show, Dave Lorenzo sits down with communication expert Lynne Franklin to unpack the science and psychology behind how to handle difficult conversations effectively. Lynne shares her shocking early-career story inv…
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Where Are All The Heat Pumps? with Adam Berman (Energy UK)
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The UK has been extremely slow to decarbonise the heating sector. Why? And what can be done? Meeting the UK's climate ambitions will require millions of heat pump installations and widespread heat network infrastructure to be established, but both of these sectors are struggling to get off the ground. In this episode we are joined by Adam Berman, D…
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As I dust off the mic and line up new guests for the long-awaited reboot of Medic2Medic, I thought it’d be fun to share a little “blast from the past” to get us warmed up. This bonus episode features Randolph Mantooth—yes, that Randolph Mantooth—who continues to hold the crown as my most-listened-to guest of all time. This conversation was Episode …
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Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes
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Episode overview In this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored…
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The Truth Behind Connecticut’s Condo Market Boom
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Join Byron Lazine and Brian Skelly, the mortgage guru, as they discuss Connecticut's condo boom and why this is happening over single family homes. #realestate #connecticuthousing #housing
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Custom D&O Coverage Protects SPAC and De-SPAC Companies
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In this episode of The SPAC Podcast, Chaz, founder of Churchwell, explains why D&O insurance is highly customizable and why wording matters more than most sponsors realize. He shares real-world examples of how missing a single phrase, like “reverse merger,” has led carriers to deny SPAC-related claims. Chaz also describes how his firm works with cl…
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How to Hack Humans: The Art and Science of Reading People | 944
39:12
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In this episode, Dave Lorenzo sits down with Susan Ibitz, known as The Human Behavior Hacker, to explore the science and psychology behind reading people. Susan shares her expertise as the world’s only civilian hostage negotiator and explains how face reading, language analysis, and micro-expressions can reveal what others are thinking before they …
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832: Recovering Rare and Endangered Butterfly Populations through Conservation Corridors and Other Strategies - Dr. Nick Haddad
1:00:12
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Dr. Nick Haddad is a Professor in Integrative Biology at Michigan State University and a Senior Terrestrial Ecologist at the W.K. Kellogg Biological Station. In addition, Nick is the author of the recently released book The Last Butterflies: A Scientist's Quest to Save a Rare and Vanishing Creature. Through his research, Nick searches for the rares…
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Let's Just Go Celebrate Halloween at the Parks
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From spooky sweets to scream-worthy scares, this week’s episode of Let’s Just Go is all about Halloween in the theme parks! Kayla breaks down three of the biggest Halloween offerings at Disney and Universal — whether you're looking for family-friendly fun or full-blown fright nights. 👻 Mickey’s Not-So-Scary Halloween Party (Magic Kingdom) 🎃 Oogie B…
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How to Turn Depreciation into Cash Flow: The Power of Cost Segregation | 943
34:43
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In this episode of The Inside BS Show, Dave Lorenzo interviews Lester Cook, a cost segregation expert and partner at KBKG, to uncover one of the most powerful — and underutilized — tax strategies available to real estate investors and property owners. Cost segregation isn’t a loophole. It’s a legitimate, IRS-approved way to accelerate depreciation …
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https://flatratetechpodcast.weebly.com/ https://tech-shop.fourthwall.com/ MERCH! https://www.amazon.com/dp/B0FK654G57 THE BOOK! Fixed Ops Managers that want to actually fix your shops email [email protected] This one’s all about the weapon words shops throw at us to squeeze more free labor. Mandatory. Budget. Efficiency.Opportunity. Team…
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What happens when we procrastinate I The Emotional Logic Behind Delay
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It’s not about time. Or laziness. Or lack of discipline. When we procrastinate, it’s rarely a calendar problem. It’s an emotional one. In this episode, Martin Wolf and Dr. Verena Seibert-Giller dive into the psychology of procrastination and reveal why we delay tasks not because they’re hard, but because they feel uncomfortable. They explore how pr…
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The Cyber Threat You’re Ignoring Could Destroy Your Business | 942
39:19
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If you think cybercriminals only target large corporations, you’re dead wrong. In this episode of The Inside BS Show, cybersecurity and insurance attorney Daniel Cotter joins Dave Lorenzo to expose the truth about cyber attacks — and why small and mid-sized businesses are often the easiest targets. You’ll hear how sophisticated hackers exploit huma…
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Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
28:08
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🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ …
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The Fed Cuts Rates: What It Really Means for Your Money
38:36
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Rates are down, but the story isn’t as simple as cheaper mortgages. Josh is unpacking the Fed’s latest cut, explaining how it ripples through savings accounts, credit cards, housing, retirement planning and more. From refinancing to locking in higher yields, find out how to adjust your financial strategy before the window closes. Can't get enough o…
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Building Trust and Loyalty as a Service Advisor in 2025
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty celebrates 50 episodes of the Autofix Advisor Cast and shares powerful advice for service advisors looking …
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In this episode of The SPAC Podcast, James outlines what makes the “ideal” SPAC target and why it’s often more about strategic fit and synergies than sector. For James, public-company-ready management is the non-negotiable starting point. But beyond that, he describes scenarios where SPACs create unique value: A company like William Scotsman, with …
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Don’t Just Die at Your Desk: Real Exit Options for Owners | 941
17:06
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Exiting your business isn’t as simple as calling a broker and cashing out. In this episode of The Inside BS Show, Dave Lorenzo and Nicola Gelormino break down three practical strategies that give small business owners control, leverage, and the ability to walk away on their terms. Key Topics Discussed Option 1: The Business Broker When speed matter…
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James Talarico on immigration, his faith, and how Democrats are getting it wrong
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James Talarico is a Texas state representative who’s recently announced his candidacy for US Senate. He’s a Democrat, but not afraid to criticize some aspects of his party. “National Democrats have talked about defending democracy or protecting institutions,” he said. “But, this democracy of ours doesn't work for a lot of people in this country. It…
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Whisky Investment Podcast S3 E1 – Industry Insights: India Trade Deal - Former Trade Advisor to UK Government
21:02
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With former trade adviser Alex Boyd We’re back with Season 3 of the Whisky Investment Podcast, and this year we’re kicking things off with a truly global perspective. In this first episode, whisky journalist Alwynne Gwilt is joined by Alex Boyd, a former UK government trade adviser turned international trade consultant. Together, they unpack the im…
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Tom Wilson - Learnings from a decade investing at seed-stage, The importance of Universities in innovation, Fixing Spin-offs, The common traits of successful founders
47:01
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Tom Wilson is a Partner at Seedcamp - the legendary seed fund, started in 2007 in Europe that has backed companies like Revolut, UiPath, Wise and wefox to name a few. During this episode we discuss about the common traits of founders that have created multibillion eur in value, his learnings as he matured as an investor over the last 10 years, and …
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Don’t Miss Your Moment: Why Preparation Unlocks Opportunity
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In this episode of the Break Free Podcast, Ashley shares a powerful lesson on preparation and capacity. Through a story about something as simple as a passport cover and an unexpected boarding pass, Ashley shows how God uses the smallest details to point us toward greater assignments. Preparation is not just practical—it’s spiritual. Drawing from t…
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Decoding Market Psychology with David Keller
56:15
56:15
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Adam Koós sits down with David Keller, CMT - President and Chief Strategist at Sierra Alpha Research, former Director of Research at Fidelity, and host of Market Misbehavior. David’s unique background in music and psychology led him into technical analysis, where he’s spent decades helping advisors and portfolio managers understand market cycles, m…
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Why SEC Policy Should Be Made Through Rulemaking, Not Enforcement
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1:11
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In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s practice of regulating by enforcement. Nick cites the Momentus Stable Road case (2021) as a prime example, echoing Commissioner Hester Peirce’s concerns that enforcement actions have been use…
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