Best Osaic Podcasts (2025)

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Productivity Management, with ClickUp 10:11

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6d ago10:11

10:11

Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp. Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns. Aida talks through some real-life scenarios that can be helpful in your own financial practice.…

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Weekly Market Impact: December 15 44:56

2h ago44:56

44:56

This week, Phil is joined by Jaime Desmond and Matt Crosby from the Ladenburg team to discuss the consumer, inflation and holiday spending.

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10 Sneaky Retirement Expenses You May Not See Coming 12:07

18h ago12:07

12:07

You've budgeted for travel and groceries, but are you prepared for the sneaky, rising costs that can derail a well-laid retirement plan? Learn why healthcare and wellness could be the "big tamale" of your retirement spending, with costs rising faster than general inflation. We also explore the hidden costs of home maintenance and modifications , ri…

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Pull the Penny, Save the Dollar 17:31

4h ago17:31

17:31

The demise of the penny has hidden implications for your wallet. I’m Mikal Aune, Executive Vice President of Smedley Financial. Today, we will be talking with our President, James Derrick, about the demise of the penny and the hidden impact on your wallet.

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The Big Beautiful Bill: Tips for Business Owners and Farmers 21:09

2h ago21:09

21:09

This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you.Feat Mary Sterk & Julie Chadw…

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Weekly Market Impact: December 8 39:33

3h ago39:33

39:33

This week, Phil is joined by Loukas Ganas and Ben Dennis, CFA from the Ladenburg Research team to discuss 2025's unexpected economic twists and the what the latest inflation data reveals.

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How to Ask Better Questions About Retirement 10:31

9d ago10:31

10:31

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ The smartest retirees all have one thing in common… they know how to ask better questions. In this episode, Dennis breaks down how the wording, focus, and intent behind your questions can completely change the quality of your retirement …

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Weekly Market Impact: December 1 26:41

7d ago26:41

26:41

This week, Phil breaks down the latest trends from Black Friday and Cyber Monday spending, explores how AI is boosting productivity, and shares what to expect as we head into December.

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Don't Forfeit Your Future: Planning for Your 401(k) Beneficiaries 5:41

15d ago5:41

5:41

You've spent years building your 401(k), but what happens to that money when you're no longer here? Most people don't realize that their beneficiary designation on their 401(k) or Roth 401(k) overrides their will, making it critical to keep it updated! In this episode, we explore how your retirement savings pass to your designated heirs outside of …

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5 Financial Advisor Red Flags You Can’t Ignore 9:43

9d ago9:43

9:43

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ How do you know when a financial advisor just isn’t the right fit? In this episode, we break down five of the biggest red flags people overlook when choosing or evaluating an advisor. Dennis explains why advisor stability matters, the da…

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The Big Beautiful Bill: Tax Tips You Need to Know! 20:37

10d ago20:37

20:37

There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge! Subscribe to the #MoneyGuidewithMarySt…

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Weekly Market Impact: November 24 31:39

21d ago31:39

31:39

This week, Phil is joined by Matt Crosby from the Ladenburg research team to talk about the cost of Thanksgiving prices versus last year, the latest on markets, and if there is really an AI tech bubble.

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How to Plan Together When You Keep Finances Separate 9:11

15d ago9:11

9:11

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Getting married later in life means you’re combining lives but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own? Dennis answers a listener’s question about navigating…

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Wealthbox's new AI Notetaker, with Director Andrew Ladwig 15:01

22d ago15:01

15:01

The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summa…

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The Counterintuitive Magic of Giving: More Wealth through Generosity 9:23

28d ago9:23

9:23

In this episode of the SFS Power Up Wealth Podcast, James Derrick and Mikal Aune discuss the surprising financial strategy of giving away wealth to preserve and grow it. Mikal highlights the transformative power of giving, emphasizing that teaching heirs to donate money and time can instill a deeper understanding of money's potential for good. By s…

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Weekly Market Impact: November 17 30:28

21d ago30:28

30:28

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team to give an update on tariffs, the consumer, and holiday spending.

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Navigating Your 401(k) After Retirement: The Three Main Options 7:16

29d ago7:16

7:16

"What do I do with my 401(k)?" You've worked hard and saved diligently into your 401(k), but now that retirement is here, what comes next for that nest egg? Don't make a costly mistake by defaulting to a choice that could trigger a huge tax bill! In this episode, we break down the three most common options for your 401(k) when you leave an employer…

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How to Give with Purpose 8:28

22d ago8:28

8:28

Giving Tuesday (Dec 2, 2025) and year-end donations are right around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head, because generosity feels even better when it’s part of a plan. Dennis breaks down the “why, when, how much, and what” of charitable giving and how to make your gen…

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Weekly Market Impact: November 10 26:20

1M ago26:20

26:20

This week, Phil talks about stock valuations, opportunities in other markets, and a salute to our Veterans.

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Lifestyle Financial Planning 25:19

29d ago25:19

25:19

What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you.Feat Mary Sterk & Julie Chadwick#moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts:…

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What The Rich People Know 25:03

1M ago25:03

25:03

Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth.Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our a…

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Navigating Life's Plot Twists: Financial Prep Essentials 13:23

1M ago13:23

13:23

In this podcast episode, James Derrick and Parker Thompson discuss how to prepare for unexpected life events such as death, disability, or divorce, which can significantly alter one's financial landscape. Parker emphasizes the importance of having essential documents like wills, trusts, and medical directives ready and accessible. They also highlig…

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Should You Have More Than One Financial Advisor? 7:55

29d ago7:55

7:55

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Is having more than one financial advisor a smart move or a recipe for confusion? Today, Dennis breaks down the motivations behind splitting assets between multiple experts and highlights the common pitfalls of this approach. You’ll also…

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Weekly Market Impact: November 3 26:14

1M ago26:14

26:14

This week, Phil talks about taking profits, the strength of the US dollar and the latest on the government shutdown.

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Social Security Do-Overs: Fixing Your Claim Mistakes 5:53

1M ago5:53

5:53

Many people start collecting Social Security benefits before their full retirement age, often out of fear the program will change, but this can lead to penalties if they later return to work and exceed a certain income limit. This episode, Trevor outlines two ways to exercise a "do-over" on your Social Security claim. The first is Withdrawal of Ben…

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1% Better Every Day, with Founder & Managing Partner Chip Kispert 27:30

1M ago27:30

27:30

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also abo…

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Retirement Health Care Costs Just Jumped Again (2025 Update) 10:04

1M ago10:04

10:04

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Fidelity just released their 2025 Retiree Health Care Cost Estimate, and the number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retir…

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Weekly Market Impact: October 27 39:23

1M ago39:23

39:23

This week, Phil has special guest Mike Collins, Managing Director and Executive Portfolio Advisor from Prudential Global Investment Management, to discuss stock valuations, bond market opportunities and the health of the overall economy.

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College or Retirement? Why Many Parents Are Sacrificing Too Much 11:24

1M ago11:24

11:24

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ According to recent surveys, the emotional and financial burden of paying for college often exceeds expectations. In this episode, Dennis unpacks the tough trade-offs parents face when trying to help their kids through school without sac…

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Weekly Market Impact: October 20 22:29

2M ago22:29

22:29

This week, Phil discusses the Magnificent 7 valuations; whether we're in an AI bubble, the government shutdown, and the subsequent success of the bond market.

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Top Retirement Destinations: Where Should You Retire? 11:10

2M ago11:10

11:10

Continuing the series on frequently asked retirement questions, Trevor Lawson explores the common query, "Where should I retire?" He reveals the top five U.S. destinations—Florida (ranked number one for low taxes and funding for seniors), Minnesota (for its healthcare and low crime rate), Colorado (for its active lifestyle and tax-friendly conditio…

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Lessons from the Intersection of Coaching & Financial Advising 56:10

2M ago56:10

56:10

Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years.By Affiliated Advisors

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A Modern Approach to Financial Planning 49:37

2M ago49:37

49:37

Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, and what …

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Death Cleaning...What?!? 24:42

2M ago24:42

24:42

Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one.#mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family…

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Reasons You Might NOT Be Able To Retire 24:12

2M ago24:12

24:12

Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement.Feat Mary Sterk & Julie Chadwick#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: …

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Is Now the Time to Invest More in Bonds? 10:10

2M ago10:10

10:10

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ After years of being overlooked, bonds are back in the spotlight, and investors want to know if now’s the time to buy. Dennis breaks down how bonds really work, what’s driving today’s yields, and why they might deserve a bigger role in y…

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Superior Phone Service with VOIP... and more! 9:12

2M ago9:12

9:12

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.…

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The Truth About Credit 24:28

2M ago24:28

24:28

Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.#forbes #financialplanner #wealthmanagement #sterkfinancialservicesFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts…

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What Oprah Has to Say About Money 24:46

2M ago24:46

24:46

#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.Feat Mary Sterk & Kelsey Bankey#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk”…

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Weekly Market Impact: October 13 34:48

2M ago34:48

34:48

This week, Phil breaks down the market sell-off from Friday, recent GDP forecasts, and the latest headlines impacting markets.

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College or Retirement? Why Many Parents Are Sacrificing Too Much 11:34

2M ago11:34

11:34

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ According to recent surveys, the emotional and financial burden of paying for college often exceeds expectations. In this episode, Dennis unpacks the tough trade-offs parents face when trying to help their kids through school without sac…

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Weekly Market Impact: October 6 25:06

2M ago25:06

25:06

This week, Phil covers the potential impact of the government shutdown, the latest ISM services report, concerns about market valuations and new genetic research that reveals modern potatoes evolved from a hybridization event and have a wild tomato ancestor!