Best Dr Craig Lemoine Podcasts (2025)

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Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore 42:56

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23d ago42:56

42:56

The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones? Dr. Craig Lemoine & Ailie Elmore break it down: - What a liquidity premium really means - How AI & automation are reshaping wealth management - The tax advantages of …

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43. Estate Planning Mistakes You Should Avoid with Tim Ritchey 29:34

1h ago29:34

29:34

Estate planning is not always about “who gets what”. In fact, most of the time, it’s about the complications that arise when a family tries to decide it. In this episode of Land and Everything Else, Dr. Craig Lemoine welcomes Chicago attorney Tim Ritchey to talk through it all. They go from farmland and rental properties to blended families and sib…

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Why Relationships Drive Success with Kelly Gallimore 28:11

9d ago28:11

28:11

In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors. Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching …

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42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel 35:37

14d ago35:37

35:37

One of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore h…

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Good Service Over Good Performance with Seeds Investor 35:46

16d ago35:46

35:46

In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service. If you’re pitching portfolios like a product shelf, while claiming to de…

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41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick Lothringer 44:37

28d ago44:37

44:37

In this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating. From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. …

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Security, Privacy, and Productivity in AI with John Connell 25:58

30d ago25:58

25:58

In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week. John says this isn’t about replacing humans. It’s about freeing advisors up to …

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The One Skill Financial Advisors Shouldn't Ignore with Brandon McFadden 33:05

1M ago33:05

33:05

In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management. While industry events often focus on better prospecting or marketing tactics, Brandon points to something more fou…

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40. Detroit's Renaissance: A Lesson in Values-Driven Investing with JaQ Campbell & Hope Lovell 31:42

1M ago31:42

31:42

What if your investments could fight food insecurity, improve air quality, and revitalize communities—all at once? JaQ Campbell and Hope Lovell of Alexander Legacy Private Wealth share how they use real estate and agriculture to create “triple win” outcomes for investors, neighborhoods, and the environment. They unpack the “big RIA” approach (Real …

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Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu 26:42

1M ago26:42

26:42

In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But …

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39. Cash Flow, Income, and Retirement with Income Lab 32:29

2M ago32:29

32:29

Retirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach. On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick. Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalize…

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38. Tariffs, Land and the American Farmer with Steve Bruere and Dr. Bruce Sherrick 59:29

2M ago59:29

59:29

How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pre…

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

3M 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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Main Street vs. Wall Street with Dale Brown 23:04

3M 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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37. Farmland, Family, and the Tax Trap with JR Glenn 1:01:51

3M ago1:01:51

1:01:51

Farmland prices are soaring, turning family farms into multi-million dollar estates—but without the cash to cover the taxes. In this must-listen episode, attorney JR Glenn helps break down how estate taxes, especially in states like Illinois, can force farm sales and tear families apart. Learn how to: - Navigate the $4M state vs. $13.9M federal est…

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

3M 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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36. Commodities and Non-Traditional Investments with Alan Hutchison 27:25

3M ago27:25

27:25

Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance…

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

3M 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

3M 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

3M 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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35. Start Thinking Rich with Dr. Brad Klontz and Adrian Brambila 33:36

4M ago33:36

33:36

Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing…

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Kaizen and Dynamic Growth with Kay Lynn Mayhue 35:12

4M 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

4M 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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34. Blockchain, Big Data, and the Future of Finance with Bill Kelly 29:07

4M ago29:07

29:07

From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on Link…

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33. What to Look For in a Farmland Investment with Michael Stockburger 28:28

5M ago28:28

28:28

In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell…

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

5M 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

5M 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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Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen 29:41

5M 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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How Much Should You Save For Emergencies? with Sid Pailla 16:36

5M 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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32. How Cody Garrett Found a Niche in DIY Finance 35:17

5M ago35:17

35:17

Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Custo…

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

5M 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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31. Planning for a Fulfilling Retirement with Christine Benz 26:47

6M ago26:47

26:47

In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more ab…

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Cultivating an Impactful Community with Brian Hamburger 25:10

6M 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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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley 25:46

6M ago25:46

25:46

Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all…

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

6M 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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29. Building a Financial Plan with Doug Morton and Chip Kalousek 27:16

7M ago27:16

27:16

How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give client…

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Skating to Sustainable Growth with Rob Madore 21:55

7M 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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28. The Path to Financial Planning with Philip Wegman 27:14

7M ago27:14

27:14

Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybr…

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27. Alternatives in Capital Management with John Lavery 29:07

7M ago29:07

29:07

How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality …

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26. Philanthropic Advising with Dr. Jennifer Lehman 37:14

8M ago37:14

37:14

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-…

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

8M 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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25. Managing Farmland in Your Portfolio with Dave Muth 27:25

8M ago27:25

27:25

Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We…

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

8M 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

9M 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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Matt Halloran on Authentically Putting Yourself Out There 21:28

9M 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

9M 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

9M 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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24. Revolutionizing Land Investment with Carter Malloy 20:18

9M ago20:18

20:18

Ever wondered why land investment feels so opaque compared to stocks? Join us for this episode where we host Carter Malloy, CEO of Acres, who breaks down their game-changing platform, AcreTrader. Bringing transparency to land valuation, Carter explains how AcreTrader provides a treasure trove of data—from parcel size and ownership to comparable sal…

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Larry Sprung on Podcasting and Meaningful Connections 21:46

9M ago21:46

21:46

In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life. Larry also offers tips on…

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Bob DePasquale on Transforming Business with Genuine Generosity 20:58

9M ago20:58

20:58

In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From s…