Best Dr Craig Lemoine Podcasts (2025)

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53. The Financial Advisor Is Alive and Well: Season 3 Begins with Ilya Zlotnik 36:17

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7h ago36:17

36:17

Welcome back! We’re kicking off season 3 of Land and Everything Else with a conversation that bridges technology, trust, and transformation in wealth management. Dr. Craig Lemoine welcomes back Ilya Zlotnik, Partner and Managing Director at Vivaldi Capital Management, to explore how AI is changing the way advisors work and why it’s making the human…

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52. Season 2 Finale: The Journey Behind Land and Everything Else 12:23

7d ago12:23

12:23

It’s the end of Season 2, and for the first time, Dr. Craig Lemoine takes the mic solo to reflect on how far Land and Everything Else has come. What started as a simple idea to connect agriculture and alternative investing in the classroom has grown into a full-scale learning platform with thousands of students, nine courses, and fifty-one guests w…

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51. Why Financial Planning Still Needs a Human Touch with Dr. Matt Goren 49:22

26d ago49:22

49:22

Artificial intelligence may change how we work, but it won’t replace what makes advisors invaluable: empathy, perspective, and real human connection. In this episode, Dr. Matt Goren, Chief Strategy Officer at Brett Danko Educational Center, joins Craig Lemoine to explore the intersection of AI, education, and financial planning. From calculators to…

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The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine 29:15

1M ago29:15

29:15

Have you ever been to a wealth management conference that felt more like a marathon than a meeting? Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret. They swap stories from the road (includin…

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50. Building Acres.com: Data, People, and the Future of Land Tech with Carter Malloy and Ben Maddox 34:58

2M ago34:58

34:58

Behind every innovation in land and agriculture, there’s a story of persistence, feedback, and people. In this episode, Acres.com co-founders Carter Malloy and Ben Maddox sit down with Brodrick Lothringer, our host for this episode, at the Land Investment Expo to share how their platform is reshaping the way professionals access and understand land…

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Taking Care of Business with Shannon Spotswood 33:34

1M ago33:34

33:34

Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career. In this conversation, Shannon talks about the pivots that changed her path, the culture s…

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49. Is Going to Conferences Worth It? with Brodrick Lothringer 30:14

2M ago30:14

30:14

Financial conferences can be game-changers for advisors, but they can also be overwhelming. In this episode, PodPony founder Brodrick Lothringer talks about what makes these gatherings valuable, where they fall short, and why showing up ready to learn matters. This conversation covers the mix of association, custodial, and newer conferences like Fu…

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Integrity, AI & The Future of Advice with Suzanne Siracuse 35:22

2M ago35:22

35:22

Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it. In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, an…

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The Blah Blah Blah Problem of Wealth Management with Jim Dickson 15:00

2M ago15:00

15:00

What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that …

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48. Bitcoin, Farmland, and the Future of Wealth with John Heneghan 20:46

3M ago20:46

20:46

John Heneghan, founder of Servant Financial and longtime partner in the Promise Land Opportunity Zone Fund, joins us live from the Land Investment Expo. With decades of experience in wealth management and alternative investments, John shares how his journey took him from CFO work to founding Servant Financial, and why faith and purpose guided the n…

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The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain 19:27

2M ago19:27

19:27

What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics. Matt also shares his personal story of living with …

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Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts 26:59

3M ago26:59

26:59

In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy. Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marke…

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Why Advisors Have Turned From Hunters to Farmers with Jim Gold 18:01

3M ago18:01

18:01

Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession. Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happen…

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47. Inside Farmland Investing with Jonathan Shively 29:53

3M ago29:53

29:53

Jonathan Shively’s career started in the high-pressure world of institutional equity brokerage, working with global funds and billion-dollar portfolios. But a personal leap into farmland ownership reshaped how he thought about investing. Now, as Director of Capital Partnerships at Peoples Company, he helps connect farmers and landowners with the ca…

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What to Do When Growth Becomes the Problem with Michael Kitces 30:46

3M ago30:46

30:46

In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem. Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on …

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46. How One Internship Launched a Trust Career with Garrett Jackson 13:52

3M ago13:52

13:52

Garrett Jackson never imagined a career in finance when he was growing up in rural Kansas. In fact, his dream was always to become a doctor. However, some science courses made him realize that might not be his thing, even though the desire for helping others was unchanged. That desire, alongside some life twists, led him to discover personal financ…

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Cowboy Ethics in Modern Wealth Management with JC Abusaid 22:38

3M ago22:38

22:38

In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values. He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm wher…

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Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill 23:32

3M ago23:32

23:32

In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition. With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker help…

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How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech 28:12

4M ago28:12

28:12

In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way. Jordan shares why serving a specific group helps advisors stand out and grow fas…

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45. The Big Beautiful Bill: Agriculture, Opportunity Zones, and Wealth Management 41:39

4M ago41:39

41:39

Tax law changes, corn yields, and non-correlated assets might sound like a random jumble of words, but they all point to one thing: farmland. On this episode, we’re talking with Dr. Bruce Sherrick and Steve Bruere from Peoples Company to dive into the "Big Beautiful Bill", that newly passed legislation that's shaking things up for both agriculture …

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44. What’s Happening in California’s Farmland Markets? with Curtis Buono 22:13

4M ago22:13

22:13

California’s agriculture is just different. There’s an incredible diversity of products, it’s very exposed to changes in policies, and it suffers from water constraints almost every year. It really deserves special treatment. In this episode, live from the 2025 Land Investment Expo, we talk with Curtis Buono from Peoples Company to talk about all t…

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

4M 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

5M 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

5M 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

5M 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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Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore 42:56

6M 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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41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick Lothringer 44:37

5M 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

6M 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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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

8M 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

7M 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

8M 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

8M 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

8M 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

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

10M 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…