Best Brodrick Lothringer Podcasts (2025)

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31. Coachella Economics 18:11

7d ago18:11

18:11

You ever pay for something that felt ridiculous—but you still did it? That’s not a pricing mistake. That’s capitalism at work. From The Masters to Coachella, we unpack how sky-high prices aren’t scams—they’re love letters from the free market saying, “You want this more than your money.” Because when you roll your eyes and still tap your card? That…

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Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin 35:36

21d ago35:36

35:36

Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this busin…

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30. Why Does Everyone Ignore the Stock Market? 22:55

21d ago22:55

22:55

The market just threw its biggest fit since COVID… and nobody noticed. Restaurants are packed, streets are buzzing, and if you didn’t check your portfolio, you’d never know the S&P was spiraling. Unlike 2020’s synchronized collapse, today’s economic weirdness is a solo act. So while the wealthy lose sleep over red charts, debt-holders might actuall…

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Main Street vs. Wall Street with Dale Brown 23:04

28d ago23:04

23:04

Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans. In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the indu…

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29. Money Doesn't Make You Smart: The Gene Hackman Estate Debacle 23:02

1M ago23:02

23:02

Rich people aren’t automatically good with money. Even an $80 million fortune can’t save you from poor financial decisions. Gene Hackman’s outdated estate plan just turned into a legal circus, all because no one thought to update the documents since 2005. Many people don’t want to deal with the stress that millions of dollars comes with, and some j…

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The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew 22:27

1M ago22:27

22:27

AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for stayi…

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Thought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny Sandquist 41:03

1M ago41:03

41:03

Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). We also tackle building community vs. chasing …

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How Storytelling Can Transform Your Marketing Strategy with Matt Ackermann 26:27

1M ago26:27

26:27

Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers. Key Takeaways: - The importance of storytelling in marketing - The role of authenticity in brand connection - The evolution of content creation in the podcasting …

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No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich 31:12

1M ago31:12

31:12

On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches. Key Takeaways: • Why The MarketCounsel Summit is unique in the finance industry •…

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Data-Driven Success in E-Commerce with Jennifer DiMotta 52:04

2M ago52:04

52:04

Jennifer DiMotta shares how she went from biochemical specialist in the Army Reserves to scaling online businesses like Sports Authority from $50M to $250M. She breaks down what really drives growth: Smart, efficient operations Happy customers Data-driven decisions (not emotions) Plus, how platforms like Shopify opened the doors for everyday entrep…

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28. The Levels of Wealth 30:41

2M ago30:41

30:41

Most people think wealth means flying private or stacking cash—when really, it’s just not overdrafting your account, putting your money in a 401(k) and forgetting about it until you retire. There are levels to this money game: Normal people “Smart” people Truly rich people Everyone’s playing different games with different rules—and still comparing …

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Kaizen and Dynamic Growth with Kay Lynn Mayhue 35:12

2M ago35:12

35:12

On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention. Beyond finance, Merit builds a people-first culture, inspired by Southwest Airline…

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The Art of a Good Podcast with Michael Batnick 33:48

2M ago33:48

33:48

What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. Key Takeaways: • Michael’s origin story and the evolution of his podcast • The importance of authenticity and relatability in …

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27. There’s No Such Thing As Passive Income 19:46

2M ago19:46

19:46

Most of the ads on social media for ‘building passive income’ are actually very much NOT passive at all. In fact, in the rare occasion where your income is truly passive, you probably had to work for it leading up to it. If you think renting is just throwing money away, think again. While homeowners deal with surprise expenses, market crashes, and …

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26. Why People Are Scared of Investing 26:39

3M ago26:39

26:39

Are you dodging investing like an awkward ex? You’re not alone. We unpack why people avoid their money and how bad stereotypes (looking at you, used car salesmen) mess with our decisions. Many say investing is just glorified gambling, but patience, index funds, and basic math say otherwise. If you’re interested in investing but have always wondered…

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From Soil to Startup: How Tech is Shaping Farming with Josh Jeske 21:18

3M ago21:18

21:18

On this episode of the Biztape, Josh Jeske, founder of Terraform Tillage, shares how he created a technology that improves soil management and agriculture sustainability. Through his innovative app and understanding of soil compaction, Josh is already hurtling through the startup stages and talks with Brodrick about the successes and growing pains …

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Video Marketing and Storytelling in Financial Services with Laura Garfield 30:33

3M ago30:33

30:33

As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services. Key Takeaways: • The concept of ‘What’s in it for me’ i…

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Streamlining 401k Transfers for a Brighter Retirement with Anuraag Tripathi 20:38

3M ago20:38

20:38

Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness. Key takeaways: • Manifest's unique plan-to-plan transfer tool for 401(k) …

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25. Moving Would Be Easier If I Was a Billionaire 30:08

3M ago30:08

30:08

A "quick" move turned into a ten-hour disaster—because moving is a nightmare. Meanwhile, rich people like Elon Musk just don’t own a lot of things. Must be nice. Also: why New Year’s resolutions are a joke, why some people chase millions while others won’t move for $100K, and how local businesses quietly make bank while startup bros grind for clout…

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Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen 29:41

3M ago29:41

29:41

In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent sy…

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Breaking Barriers in Land Valuation with Carter Malloy and Ben Maddox 33:36

3M ago33:36

33:36

Today Brodrick is joined by the minds behind Acres, a tech platform that is transforming the land investment sector by integrating technology and customer feedback to provide accessible land valuation data for professionals. This episode discusses the importance of building strong relationships through advice, the role of culture in business, and f…

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How Much Should You Save For Emergencies? with Sid Pailla 16:36

3M ago16:36

16:36

In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss: • The importance of emergency savings for financial stability • Setting realistic and achievable emergency savings goals • The average costs of financial emergencies • The psychological aspects of…

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"Financial Literacy" Makes No Sense with Dr. Colin Slabach 28:35

3M ago28:35

28:35

Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, a…

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Intertwining Fashion and Finance with Brittany Mason 1:13:02

3M ago1:13:02

1:13:02

Today, Brodrick is joined on The Biztape by Brittany Mason, Chief of Staff at Banríon Capital Management. She shares her extraordinary journey from modeling and pageantry to the finance industry. Brittany reveals the challenges and triumphs she faced along the way, including: • Experiences and insights from modeling in New York • The power of pagea…

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24. Reddit is Great (But For Financial Advice?) 28:37

4M ago28:37

28:37

When your financial advisor is Reddit, what could go wrong? From GameStop memes to questionable hot takes, we explore the wild world of online money advice. With endless demand for guidance, even mediocre advisors thrive—and AI tools aren’t helping the chaos. Learn how to spot the difference between wisdom and noise before Uncle Joe or a subreddit …

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Cultivating an Impactful Community with Brian Hamburger 25:10

4M ago25:10

25:10

In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about: Building a supportive community Addressing key areas often overlooked by financial advisors. Examining future challenges within the RIA space. Why an invite-only summit format enhances value and intimacy. Don’t miss this conversation about fostering trust and inn…

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How AT&T’s Ultimatum Will Impact the American Workforce with Kara Cuddigan 34:24

4M ago34:24

34:24

In this episode, Kara Cuddigan of Commerce Village joins us and dives into the post-pandemic work shift. We explore how co-working spaces are redefining professional balance. We tackle AT&T’s return-to-office mandate and its broader implications, from logistical hurdles to the emotional toll on employees navigating tough choices. Hear insights on w…

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23. Is an MBA Worth It? 24:05

4M ago24:05

24:05

Is a Master's in Business Administration even worth it? Is success just society’s way of keeping us busy chasing things that don’t actually make us happy? In this episode, I dig into why money, titles, and early retirement might not be the life goals they’re cracked up to be—and what actually matters instead. Time to rethink what we’re all running …

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22. Is a $15M House Worth It? 23:16

4M ago23:16

23:16

Ever wonder why the stuff your grandparents thought was fancy is now just collecting dust at estate sales? In this episode, I explore how nostalgia shapes how we spend money today. From boomers doing it all themselves to younger generations clicking apps for everything, I dig into how different generations think about cash, value, and luxury. Tune …

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How Are Tech and Data Changing Financial Services? with Tom Rieman 27:00

4M ago27:00

27:00

How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. We also dig into how data is transforming financial services, from impro…

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Standing Out as an E-Commerce Entrepreneur with Mark Hasebroock 46:29

4M ago46:29

46:29

Join us as we chat with Mark Hasebroock, founder of Dundee Venture Capital, whose entrepreneurial journey started with selling moccasins in college and led to revolutionizing e-commerce. From dye-stained shoes to Walmart acquisitions, Mark’s story is packed with humor, resilience, and game-changing lessons on adapting, scaling, and thriving in busi…

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How Can a Copywriting Business Keep Up with the Age of AI? Introducing Zach McDonald 47:41

5M ago47:41

47:41

In this episode, we chat with Zach McDonald from Clay Pigeon Communication about using podcasts and writing to build real connections. We explore how financial advisors and marketers can create authentic content, the role of AI in creativity, and tips to overcome writer’s block. Discover why storytelling is the key to content that truly resonates—w…

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Skating to Sustainable Growth with Rob Madore 21:55

5M ago21:55

21:55

What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth. Connect with us below! Rob Madore on LinkedIn MarshBerry B…

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Candice Carlton on a Purposeful Digital Presence 40:17

5M ago40:17

40:17

In this episode, Candice Carlton shares her game-changing strategies for financial advisors (and beyond!) to stand out online—not for fame, but to create a digital ecosystem that attracts clients, referrals, and partnerships. Learn the secrets to keeping website visitors hooked with the “five-second rule” and how clear, concise messaging can drive …

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21. Is Trump Actually Gonna Cut Taxes? 26:24

5M ago26:24

26:24

The art of political simplicity: apparently, all it takes to win is to promise not to tax tips and overtime—who knew? Not Kamala I guess. Trump’s easy-to-digest tax ideas seem to overshadow Kamala Harris’s more complicated, theoretical proposals. Add in voter confusion about early voting, and voila—election magic. We also poke at the big promises: …

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Adam Peek on the Power in Packaging 58:46

5M ago58:46

58:46

Why do some products stand out on the shelf? In this episode, Eric Preissler from Voltage Golf and packaging expert Adam Peek reveal the secrets of great design, from golf balls to Coca-Cola’s iconic glass bottles. We talk sustainability, trends in non-alcoholic drinks, and the psychology behind what makes you pick one product over another. Plus, A…

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20. Stop Making Your Life So Complex 19:08

5M ago19:08

19:08

Think more is better? Think again, more only makes life more complex. The secret is, how much complexity can you handle? Life’s obsession with piling on possessions, tasks, and digital clutter often leaves us more stressed and less decisive. While we outsource everything and chase convenience, we forget the basics: health and relationships—life’s o…

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15. What’s the Big Deal About Web Accessibility? 42:01

5M ago42:01

42:01

In this episode, UX/UI designer Brendan Wu shares his life as a digital nomad and how it shapes his approach to design and accessibility. Brendan explains why accessible design doesn’t mean sacrificing style and offers simple tools and strategies to make digital spaces inclusive for everyone. Tune in for practical tips and ideas on blending creativ…

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19. The Smartest Dumb Person You Know 24:10

6M ago24:10

24:10

Ever wonder if politicians are the ultimate “smart dumb” people? They’ve mastered self-promotion but have a hard time with, you know, actual governing. We’re unpacking the absurdity of voter priorities, then we dive into the weird reality of running cities like NYC—$112 billion budgets with a salary that barely attracts the capable. No wonder the c…

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Eric Preissler on Growing Golf and Content Creation 30:06

6M ago30:06

30:06

Eric Preissler turned his passion for golf into a business, but he also designed his business to help grow the game and increase the accessibility of the sport. From beginner tips to breaking dress codes, he’s shaking up the sport's old-school image. To help his business grow, he realized he needed to make content. But that’s a lot scarier when you…

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AJ Obando on Entrepreneurship and Innovation in Custom Apparel 30:57

6M ago30:57

30:57

How did a high school computer design class lead to a thriving business in custom t-shirts and cannabis? This week, AJ Obando, owner and operator of Big Frog Custom T-Shirts & More of Omaha, joins The Weekly Biztape to share his journey from a self-taught Photoshop enthusiast to a successful entrepreneur. AJ reveals how his early days hustling Lemo…

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Duncan Hill's Journey from Photography to Film and Finance 43:14

6M ago43:14

43:14

Join us as Duncan Hill, Director of Creative Media at Ritholtz Wealth Management, shares his journey from academia to making engaging financial content through photography, film, and audio. We talk about how indie creators are stealing the spotlight from big-budget Hollywood with passion projects like fan-made Star Wars films and Godzilla Minus One…

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18. Should You Pay Off Your Mortgage? 19:59

6M ago19:59

19:59

Think a 0.5% interest rate cut will save you on your mortgage? Think again. In this episode, we break down why these cuts mostly help banks, not you, and why long-term mortgage rates couldn’t care less. We also dive into the government’s headache with rising rates—spoiler: borrowing just got a lot more expensive. If you're wondering how all this af…

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Sibyl Slade on Leaving Your Comfort Zone and Standing Out 23:28

6M ago23:28

23:28

In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneu…

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Kristy Puckett on How to Build a Community with Real Connections 24:42

7M ago24:42

24:42

In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting …

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Mary Kate Gulick on the Importance of Genuine Branding 22:14

7M ago22:14

22:14

In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication. We also explore how branding, inspired by big names like Harley-David…

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17. Are We Products of Our Work, or Our Environment? 16:40

7M ago16:40

16:40

Is success all about hard work, or the circumstances we’re born into? This episode challenges age-old myths. We also take a fun stroll through how acceptable behavior has changed over time—from normal to shocking. Add in a little reflection on how the internet, despite its “limitless” reach, still leaves people unaware and unbothered in their own s…

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Matt Halloran on Authentically Putting Yourself Out There 21:28

7M ago21:28

21:28

In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices…

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Julie Johnson on Embracing Authenticity and Finding Your Voice 27:26

7M ago27:26

27:26

Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead. Julie also highlights the struggles women f…

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Marguerita Cheng on the Intersection of Finance and Social Good 14:55

7M ago14:55

14:55

In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to l…

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Brodrick Lothringer Podcasts

Podcasts Worth a Listen