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Future Proof Wealth Advisors Podcasts

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Future Proof Talks

Future Proof | Wealth Advisors

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Com base numa visão holística de Gestão de Património, a Future Proof é uma plataforma de serviços de investimento orientada para o Aconselhamento Financeiro e Gestão de Risco. Este podcast é apenas para fins informativos. Quer saber mais sobre o mundo dos investimentos? Visite-nos em https://futureproof.pt/.
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Wealth Strategies Unleashed

Concenture Wealth Management

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Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Partnering to Create Wealth

New York Private Finance / David Marcus

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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Retirement Results

Active Wealth Management

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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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Daily
 
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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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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Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financ…
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With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Mar…
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Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?…
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The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience. Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time t…
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This week on Retirement Results, Ford Stokes and co-host Matt McClure (filling in for Sam Davis) tackle one of the biggest threats to your retirement: taxes. From Roth conversions and tax diversification to withdrawal sequencing and qualified charitable distributions, Ford and Matt show you how to avoid the most common retirement tax traps. They al…
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U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO…
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Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…
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A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders. Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Fr…
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Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem. Charesse shares what sh…
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Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How t…
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Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead. We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the s…
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Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency. Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, S…
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Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias eJosé Carlos Tomás falam sobre a nova economia Trump, a pressão sobre a Fed e a viragem comercial. A conversa centra-se na forma como as políticas do segundomandato de Donald Trump estão a remodelar a economia americana, a política monetária e o comércio mundial. Este episódio está foi gravad…
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Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…
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Market swings can be unnerving—especially when you’re close to retirement. In this episode of Retirement Results, Chief Financial Advisor Ford Stokes and Senior Financial Advisor Matt McClure share strategies to “volatility-proof” your retirement portfolio. They discuss why market volatility hits harder near retirement, how to protect against seque…
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Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of…
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Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillip…
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Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …
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Tune in to hear: What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this? Why is finding meaning in the mundane such an important part of living a fulfilled life? Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement? What psychological be…
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Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Fa…
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As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Pl…
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Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Ex…
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*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast* Massive tax changes are here now. Are you ready to help your clients take advantage ASAP? Congress just passed the biggest tax overhaul in years—packed with client-facing deductions and once-in-a-lifetime planning opportunities. As an accountant, this is your c…
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Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…
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