Best Gordon Asset Management Podcasts (2025)

1
Episode 75: Why AI Is Not Your Top Tech Priority 26:41

9d ago26:41

26:41

In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure guests for the show. Rather than skipping an episode, he opted for a second monologue in a row, a format he typically reserves for special occasions. While he prefers to spotlight those leading operations at their firms,…

1
Short: China Shock w. Gordon Hanson of Harvard 17:48

21d ago17:48

17:48

The China Shock started in earnest in the early 2000s after it entered the World Trade Organization. In those years, the American heartland's manufacturing was gutted as a result of the shockingly fast entry of cheaper Chinese goods into the world stage. That was China Shock 1.0. Why was that shock so impactful, and what is going on during today's …

1
The Great Air Race w. John Lancaster 45:35

25d ago45:35

45:35

Imagine a world in which people dying in airplanes wasn’t international headline making news. A world, instead, in which planes crashing was a common, everyday occurrence. A little over 100 years ago, there was an air race that captivated the country as its participants raced from coast to coast, then back again. But this wasn’t a simple race. It w…

1
The Podcast Industry w. Gary Arndt 53:59

1M ago53:59

53:59

How much do podcast hosts make? What does it take to get your show listened to? Why is podcasting such a great business model? Gary Arndt is a longtime podcast host of Everything Everywhere Daily, one of the most listened to history podcasts on the planet. We had a great discussion about the podcast industry itself. Join us for the ride!…

1
Mixed Martial Arts & the UFC w. Rolling Stone’s Jack Crosbie (pt. 2) 57:45

2M ago57:45

57:45

Part 2: Mixed Martial Arts (MMA) rose from obscurity into being the third most popular sport on the planet. How did such a violent, oft-frowned-upon sport become so popular? And how did Dana White come to so dominate the sport via his Ultimate Fighting Championship (UFC) brand? This is a multi-billion dollar sport that you may not ever have heard m…

1
Episode 74: The Importance of Client Segmentation 33:45

2M ago33:45

33:45

In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. Drawing insights from his recent article in RIABiz, titled, How Fiduciary Duty Is Causing Confused Advisors to Run Bad Businesses, he dives deep into the crucial themes of firm capacity and RIA scalability. The …

1
Mixed Martial Arts & the UFC w. Rolling Stone’s Jack Crosbie (pt. 1) 43:26

2M ago43:26

43:26

Mixed Martial Arts (MMA) rose from obscurity into being the third most popular sport on the planet. How did such a violent, oft-frowned-upon sport become so popular? And how did Dana White come to so dominate the sport via his Ultimate Fighting Championship (UFC) brand? This is a multi-billion dollar sport that you may not ever have heard much abou…

1
Episode 73: Carrie King and Jay Tarno 44:17

3M ago44:17

44:17

With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Officer, Director of Trading, and a Wealth Advisor at Ullmann Wealth Partners, located in Jacksonville Beach, Florida. Ullmann Wealth Partners was founded in 2002 and has grown from approximately $400 mill…

1
Housing Policy & HUD w. Jack Ryan (pt. 2) 27:16

3M ago27:16

27:16

In Part 2 of our conversation with CEO of Rex, Jack Ryan, we talk about an OpEd in the Wall Street Journal he recently published: "What Does HUD Have to Show for the Trillions It’s Spent?" We dig deep on the US Department of Housing and Urban Development, its staggering spend over the past six decades, and why it has struggled to achieve any of its…

1
Housing Policy & HUD w. Jack Ryan 44:30

4M ago44:30

44:30

CEO and Author Jack Ryan recently wrote an op ed in the Wall Street Journal called "What Does HUD Have to Show for the Trillions It’s Spent?" and subtitled: "The U.S. homeownership rate was 64% in 1967, two years after the department opened. Now it’s . . . 64%." He is an entrepreneur, an expert on housing policy, and a crusader against incumbent ho…

1
Episode 72: Brittany Manning & Brian Habas 46:16

4M ago46:16

46:16

We welcome Brittany Manning and Brian Habas for Episode 72! Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky. The firm manages approximately $3.2 billion for both private clients and institutional clients and has 34 employees. Brian joined AlphaCore Wealth Advisory about six mon…

1
Consumer Culture w. Jason Voiovich 57:01

5M ago57:01

57:01

Imagine walking down an aisle at Target or Walmart looking for a new coffee maker, but there is just one option. Shelf after shelf of a single brand’s coffee maker. You don’t like it? Too bad. Or, imagine a time before big-box retailers, when you might have to order a coffee maker via a catalog and wait weeks for its delivery. We live in an era of …

1
Episode 71: Amy Flourry & Maria Millner 49:36

5M ago49:36

49:36

Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend Ca…

1
Shelf-Stable Milk w. Ellen Cushing of The Atlantic 21:25

5M ago21:25

21:25

Why is America so odd in that its citizens drink huge quantities of refrigerated milk? Other Western countries primarily drink shelf-stable milk that does not need to be refrigerated until opened. How did this happen? What impact does this have on our grocery stores and environmental footprint?By Alex Doubet

1
Asset Managers w. Sahand Moerefy 1:11:38

6M ago1:11:38

1:11:38

Imagine a world in which you don’t own index funds, but rather own companies directly. You have to know them intimately, and vote on issues affecting the operations of the company. Today, we live in a world in which most of us invest passively, but it hasn’t always been that way. Join us as we explore the world and history of asset managers. Sahand…

1
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison 52:45

6M ago52:45

52:45

Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion of client …

1
Spirit Airlines w. Scott Nover of Slate 21:02

6M ago21:02

21:02

Spirit Airlines is one of the most reviled airlines--and brands--in the country. Yet, it also might be the most important airline in the country. Join us as we explore why this hated airline is so important to the U.S. air traveler with writer Scott Nover.By Alex Doubet

1
Deep Time w. Caroline Winterer of Stanford 1:05:26

7M ago1:05:26

1:05:26

Imagine living in a world without a conception of a past greater than a few hundred or thousand years. A world in which “old” was perhaps not much older than your great, great, great grandfather. How would that change your conception of history, your place in the world, what the future holds? Deep time is a very modern idea whose impact on the deve…

1
Episode 69: Jina Yi and Victoria Latham 52:31

7M ago52:31

52:31

We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing close …

1
Ep 118: Anthony Casciano & Erika Gupta - Financial Services, Siemens 47:00

7M ago47:00

47:00

1. Where Erika and Anthony grew up, respectively, as well as how their passions for sustainability came to be 2. The process of Siemens Financial Services and how they think ahead both strategically and tactically 3. A deep dive into The Decarbonization Business Optimizer (DBO) tool 4. A discussion of software and hardware technologies and how both…

1
Left for Dead w. Eric Jay Dolin 49:26

8M ago49:26

49:26

Imagine a world before North Face, Patagonia, or any other cold-weather gear. A world in which you had to rely only on what you could find in nature. It was in that world that industrial-scale hunting of seals took place because their fur provided fantastic insulation from the elements. It was also in that world that the unbelievable journey of the…

1
Episode 68 - Rachel Lebowitz 40:29

8M ago40:29

40:29

Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or …

1
Episode 67 - Chrissy Lee & Meghan Martin 48:25

9M ago48:25

48:25

With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…

1
#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel 10:17

10M ago10:17

10:17

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.

1
Ep 117: Vanessa Chan - Chief Commercialization Officer and Director, Office of Technology Transitions, U.S. Department of Energy 51:48

10M ago51:48

51:48

1. Vanessa’s move to the United States and her early interests in the STEM field, as well as the passion for creation that eventually led to Vanessa being a seller on QVC 2. How Vanessa was introduced to the Department of Energy and began her career there 3. A deep dive into the work of the Office of Technology Transitions (OTT) and the mission beh…

1
Episode 66 - Carolyn Armitage 54:09

10M ago54:09

54:09

For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…

1
Ep 116: Amy Harder - Executive Editor, Cipher 38:34

11M ago38:34

38:34

1. Amy’s upbringing on a cattle ranch in eastern Washington State and how this developed her understanding of energy and climate change, as well as how her interest in journalism first developed 2. What Cipher is, when it was founded, and the problem it’s trying to solve 3. What Amy thinks about the state of AI as a tool or supplement for clean tec…

1
Ep 115: Paul Ellis - Sustainable Finance Consultant and Host, The Sustainable Finance Podcast 37:11

11M ago37:11

37:11

1. Sustainable investing in the early 2000’s and what drew Paul to the space early in its growth 2. The challenges investors are looking to solve when it comes to sustainable investing 3. A deep dive into The Sustainable Finance Podcast 4. The guests Paul enjoys speaking to on the podcast, as well as how the younger generation will positively impac…

1
Lie Detection w. Ken Alder of Northwestern 45:57

11M ago45:57

45:57

Imagine a world in which you can’t lie because, if you do, you will be found out 100% of the time. We obviously don’t live in this world, but we’ve built machines in an attempt to get closer to that reality. So-called lie detectors—a staple of police procedural dramas—are an attempt to suss out the truth of a testimony using science. But is that sc…

1
The Ski Business w. Stuart Winchester 1:03:21

11M ago1:03:21

1:03:21

Imagine a world in which you love skiing, but the only way to shush down the mountain is to trudge to the top of the mountain with the skis strapped to your back. There are no lift lines, sure, but each run requires an arduous effort to make happen. Conversely, imagine a world in which ski lifts are abundant, but a lift ticket doesn’t cost north of…

1
Ep 114: Bryan Walsh - Editor, Future Perfect, Vox Media 38:19

11M ago38:19

38:19

1. How Bryan’s love of reading and writing translated into interests in global health, the future, and international news coverage relating to climate and energy 2. The tension between the need for reducing carbon emissions and increasing electricity demand 3. Bryan’s book and what motivated him to write it, as well as what the piece covers 4. A di…

1
Episode 65 - Rebecca Davis & Joe Klein 41:23

11M ago41:23

41:23

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…

1
Ep 113: Jacqueline Novogratz - Founder and CEO, Acumen 52:48

11M ago52:48

52:48

1. Jacqueline’s background, an abundance of travel, and how it all lead her to a career in impact investing 2. What drove Jacqueline to begin her work tackling poverty and the first projects she chose to begin in this new space of impact investing 3. Acumen’s Hardest-to-Reach initiative and what it focuses on 4. The future of investing in clean ene…

1
Ep 112: Kate Gordon - CEO and Fmr. Sr. Advisor to the U.S. Sec. of Energy, California Forward 50:00

12M ago50:00

50:00

1. Kate’s background of many moves, tenant law, and an interest in clean energy conversations both domestically and internationally 2. How Kate ended up in the ground floor of the Apollo Alliance, the first green jobs organization in the United States 3. Kate’s transition from Apollo to the United States Department of Energy and how her experience …

1
Episode 64 - Adrian Chastain & Kailee Ostroski 48:42

12M ago48:42

48:42

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…

1
Ep 111: Leo Banchik - Director, Voyager Ventures 56:00

12M ago56:00

56:00

1. What motivated Leo to make a difference and become interested in clean energy technology 2. A deep dive into the many different types of carbon removal 3. Voyager’s investment thesis and how it resonates with Leo 4. The constantly evolving technologies of the energy transition and what we might see from them in the future…

1
Ep 110: Michael Terrell - Senior Director for Energy and Climate, Google 41:23

1y ago41:23

41:23

1. What drew Michael into Google and the early iterations of renewable energy 2. Google’s leadership in the energy procurement realm 3. What Michael has learned about driving innovation over the years and some valuable lessons for problem-solving 4. Taking a look at advanced technology and what the future holds for energy generation…

1
The Cold War w. Fritz Bartel of Texas A&M 1:01:04

1y ago1:01:04

1:01:04

Why did the Cold War end? Every high schooler in the country would likely answer that with some reference to the steely-eyed resolve of John F. Kennedy, or America's overwhelming economic power. But Professor Fritz Bartel of Texas A&M University has a compelling--and very surprising--new theory he put forth in his recent book The Triumph of Broken …

1
#43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30

1y ago12:30

12:30

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.By Gordon Asset Management, LLC

1
Short: Uber & Lyft are Leaving Minneapolis 21:59

1y ago21:59

21:59

The two largest ride share providers in the United States, Uber and Lyft, have recently said that they will be exiting Minneapolis in May. Minneapolis' city council has passed into law a requirement that the ride share providers pay a (in the companies' view) high minimum hourly wage to their riders. The companies say the wage is unsustainable. The…

1
Ep 109: Charlie Donovan - Senior Economic Advisor, Impax Asset Management 51:54

1y ago51:54

51:54

1. Why everyone should care about and be invested in energy and the progression of the energy industry 2. How the energy transition may fundamentally change the industry and how this intersects with finance 3. The ways in which interest in the sustainable finance space has increased exponentially in the past decade 4. How communities will interact …

1
Episode 63 - Do's and Don'ts of COO Onboarding 23:24

1y ago23:24

23:24

In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…

1
Ep 108: Zainab Gilani - Research Associate, Energy & Power, Cleantech Group 43:53

1y ago43:53

43:53

1. Zainab’s background in Physics and English and how all roads eventually led back to Energy and Power 2. How important lower costs are to various energy industries and the common challenge of supply chain 3. Investment trends in the clean energy space and the kind of research the Cleantech Group completes 4. Hopes for the future of the energy tra…

1
Small Wars w. Lauren Benton of Yale 48:58

1y ago48:58

48:58

Imagine a war ravaging your home and everything you know. But this isn’t a normal war, it is, in the eyes of the aggressor, a “small war.” The aggressor perhaps calls it a “peacekeeping mission.” From your perspective, this doesn’t matter one bit. Death is death and violence is violence. Throughout modern history, imperial powers have waged so-call…

1
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 46:27

1y ago46:27

46:27

We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…

1
Ep 107: Clay Dumas - General Partner, Lowercarbon Capital 46:29

1y ago46:29

46:29

1. An important lesson Clay learned early in his career about destinations and opportunities 2. A deep dive into Lowercase and Lowercarbon Capital 3. The idea of improving existing processes versus fundamental breakthroughs in the issue of climate change 4. A debate on the future of the energy transition and different paths to tackling climate chan…

1
Impeachment w. Jeffrey Engel of SMU 44:45

1y ago44:45

44:45

Imagine a world in which your elected leaders may not be removed from office. You go to the polls, you vote, and for whichever leader wins the election, they are handed a mandate and a golden ticket to pilfer the country in whatever way they see fit. In the United States and many other democracies around the globe, even the holder of the highest el…

1
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 54:52

1y ago54:52

54:52

We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …

1
Ep 106: Neal Dikeman - Partner, Energy Transition Ventures 1:06:26

1+ y ago1:06:26

1:06:26

1. Neal Dikeman’s early career and his experience running for the U.S. Senate 2. How Neal made his way into the energy space 3. A deep dive into Energy Transition Ventures and the state of the energy landscape 4. Neal’s vision for the future and what Energy Transition Ventures is currently working on, as well as what we might see in the near future…

1
#42 - Q423 Retirement Plan Update w/ Todd Zempel 8:45

1+ y ago8:45

8:45

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.By Gordon Asset Management, LLC

Podcasts Worth a Listen

Gordon Asset Management Podcasts

Podcasts Worth a Listen