Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Scott Wiser Podcasts

show episodes
 
In-depth conversations with top producers and directors in the Animation Industry. Join director / animator Scott Wiser on his journey toward directing his first animated feature film. See the originals at http://youtube.com/scottwiseranimation
  continue reading
 
Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
  continue reading
 
Welcome to The Life Itself Podcast where we sit down to have conversations with thought leaders of the Second Renaissance. Through personal stories, deep enquiry and animated discussions covering culture, wisdom, technology, politics, spirituality, community life and much more, we aim to share wisdom and insight to create a wiser, weller world. news.lifeitself.org
  continue reading
 
Our stories inspire perspective, wisdom and faith. On the 1 Moment Wiser podcast, guests tell of times God worked vividly in their lives, and author Kristi Bridges helps you discover and share your own "God at Work" stories. Join us as we explore mental health from a Christian perspective and hear inspirational stories that uplift and encourage you to share your "God at Work" story, too! To enjoy daily devotional videos, visit https://1MomentWiser.com or find Kristi on Facebook, YouTube or T ...
  continue reading
 
Artwork
 
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
  continue reading
 
Artwork

4
CMO Confidential

Mike Linton // I Hear Everything Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Wonder what it's like to control millions of dollars of marketing budget? Manage hundreds of people? Make the decisions on which ideas get to market? The CMO Confidential podcast shares how it feels to be in that chair of the shortest-tenured position on the C-suite. We detail the long, hard road most ideas take to get to market & how challenging it is to get the best ones through. Hosted by Mike Linton -- the former P&G Brand Manager who went on to be the Chief Marketing Officer of Best Buy ...
  continue reading
 
Artwork

1
The Boardroom Podcast

Boardroom Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The purpose of the podcast is to facilitate conversations with industry leaders and ask them the question "How did you get to where you are?" We speak to industry leaders who have been there, done it and doing it. We go deep on exactly how they got to where they are; sharing insights from their journey and wisdom from their experiences. This is the podcast for those who want to build a career they can be proud of and feel like they are having an impact! We believe industry leaders can educat ...
  continue reading
 
Artwork

4
Solomon Success » Podcast

Jason Hartman

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
  continue reading
 
Loading …
show series
 
We share our recollections of, and interactions with, the former Wall Street Journal columnist, founder of HumbleDollar.com, and friend of 403bwise. No Regrets Farewell Friends Thank You, Jonathan Podcast with Jonathan Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or di…
  continue reading
 
A CMO Confidential Interview with Kate Bullis and David Wiser, Managing Partners and Global Marketing Practice Leaders for ZRG Partners. Kate and David translate their extensive search experience into a pre-game, game time, and post game look at the errors candidates make during the recruiting process. Key topics include: why thorough preparation i…
  continue reading
 
Our guest, Danny Kofke, is a jack-of-many-trades: elementary school teacher for 18 years, author of 6 books including Where to Spend. Where to Save. A Teachers Guide to Managing Your Finances, and Director of Training and Outreach for the Southern Education Retirement Consortium. Danny Kofke Where to Spend, Where to Save: A Teacher’s Guide to Manag…
  continue reading
 
A CMO Confidential Interview with Shiv Singh, CEO of Savvy Matters, former CMO of Lending Tree and author of AI For Dummies and The 5 Marketing Truths You Won't See at Cannes. Shiv shares why he believes AI is killing marketing jobs, how the CMO Role is breaking down due to overlap with other functions, and how "Big Tech is running marketing." Key …
  continue reading
 
According to the 2025 Intuit Prosperity Index, 68% of Americans aren’t confident they’ll ever be able to retire. One big reason? Most people don’t know how much they should contribute to their 401(k). In this episode of The Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly how much you should be contributing to your 401(k)—based on your…
  continue reading
 
Student loan guru and former teacher, David Gurley, who we have dubbed the "Loan Ranger," returns to update us on the ever-changing world of student loans. K-12 Planning studentaid.gov Student Loan Planner Student loan repayment plans have shifted — and more changes are ahead. Here’s what borrowers need to know (CNBC) Student Loans Are About to Loo…
  continue reading
 
A CMO Confidential Interview with Dr. Dan McCarthy, Professor of Marketing at Maryland and leading practitioner of Customer Lifetime Value. Dan shares insights from his privacy research based on Apple's "App Tracking Transparency" (ATT) initiative commonly known as "Ask App Not to Track" which include a significant impact on business results, a deg…
  continue reading
 
Rufus dives into the life story of the one and only Layman Pascal: exploring his unique childhood, what he found in Wilber’s Integral, his relationship to intentional communities and what it means to live beyond a post-modern world. About the episode: In this interview with Layman Pascal and Rufus Pollock, Layman recounts his upbringing and the uni…
  continue reading
 
The managing director for Morningstar Research Services and the author of the Substack column Basis Pointing, Jeff Ptak, talks saving and investing. It's So Simple Substack: Basis Pointing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as …
  continue reading
 
CMO Confidential — “What Your CFO Wants to Tell You (But Won’t)” with CNA CFO Scott Lindquist What does a great CFO really think about marketing? Mike Linton sits down with Scott Lindquist—CFO of CNA Financial and former long-time CFO of Farmers—to decode the finance side of brand building, performance spend, and the politics of the boardroom. They…
  continue reading
 
The One Big Beautiful Bill Act (OBBBA) has a lot of pieces, some of which affect educators. Barbara O'Neill gives us the 411 on this legislation. An OBBBA Summary for 403(b) Plan Participants Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed …
  continue reading
 
A CMO Confidential Interview with Kim Whitler, professor at the University of Virginia Darden School of Business, board member, and former GM and CMO. Kim shares insights from more than a decade of research with over 500 CMO's including how 50+% of roles are misaligned, the huge gap between CEO's and CMO's, the fact that misalignment results in wea…
  continue reading
 
Lucretia Ryan of FinancialFreedomforWomen.org walks you through the questions to ask to determine when to take Social Security. This is a recording of a 403bwise.org Event that occurred on August 19, 2025. FinancialFreedomforWomen.org Presentation Slides Most Americans Claim Social Security at the Wrong Time Podcast: Dirty Little Secrets of Medicar…
  continue reading
 
CMO Confidential Interview with Tom Goodwin, author, speaker, and former innovation head at Publicis, Zenith, and Havas. Tom discusses his belief that today's CMO's are overly focused on efficiency versus marketing principles and that the contemporary playbook has been created by tech companies focused on performance metrics. Key topics include: an…
  continue reading
 
Nick Maggiulli, Chief Operating Officer for Ritholz Wealth Management, discusses his blog Of Dollars And Data and his new book The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The Wealth Ladder Of Dollars And Data Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management N…
  continue reading
 
A CMO Confidential Interview with David Aaker, Vice Chair of Prophet, author of numerous marketing books including Aaker on Branding 2nd Edition, formerly a Haas School of Business Professor. David discusses the history of brand equity starting with the BCG model from the 90's and why that model and scanner data drove a short-term sales focus at th…
  continue reading
 
Long-time educator, basketball coach, and personal finance instructor, Julius Prezelski, discusses teaching, coaching and his recent retirement. Long Time Basketball Coach Fin Lit Educator Retires Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be const…
  continue reading
 
A CMO Confidential Interview with Auren Hoffman, CEO of SafeGraph, formerly co-founder and CEO of LiveRamp. Auren discusses his belief that vendor management is the most critical skill for the future and why most companies should "rent" a high caliber pool of talent instead of hiring individual executives. Key topics include: thoughts on improving …
  continue reading
 
Dan and Scott drop hint about new project they are working on. They also talk about their recent vacations, and the importance of choosing the right teaching location. Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax adv…
  continue reading
 
Following our interview with Lectica Co-founder Zak Stein, Rufus interviews Theo Dawson, Lectica’s founder and executive director, about her journey into transforming education and the complex and critical science of measuring educational development. Listen above or watch the episode here: About the episode: In this interview Theo Dawson, award-wi…
  continue reading
 
More than 20 years ago legislation (AB2506) was proposed to allow California school districts who wanted to reform their 403(b) plan to be able to reform their 403(b) plan. The industry hated the proposal. It threatened their multi-vendor, high-cost, agent-driven model. We speak with former TIAA-CREF Regional Manager, Dick Shafer, whose company spe…
  continue reading
 
A CMO Confidential Interview with Peri Hansen, Korn Ferry Leader, CMO Practice, North America. Peri discusses why the CMO position is becoming the vanguard of innovation, the importance of an "agile learner" mindset, and why there's no substitute for great leadership. Key topics include: how nothing "returned to normal" after COVID; the importance …
  continue reading
 
Equitable fires agent who threatened teacher. Delaware has an excellent low-cost, state-run 403(b) plan. We discuss. Equitable Agent Threatens Teacher (blog) Equitable Agent Threatens Educator (pod) Truth About SIOs (pod) 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset Allocation (pod) Nothi…
  continue reading
 
Sylvie Shiwei Barbier Co-founder of Life Itself and Ritual Artist calls upon the necessity of re-imagining and committing deeply to the role of the spiritual warrior. A path of vows, communal bonds, shadow work and ethical restoration. Listen above or watch the episode here: About the episode: In this interview with Jacob Kishere, Sylvie presents n…
  continue reading
 
A CMO Confidential Interview with Dan Salkey, Co-Founder & Strategy Partner at Small World, an agency designed to create "entertainment first" brands. Dan discusses the concept of "Entertain or Die," the difference between "owning" and "renting" eyeballs, and why his focus is on "saves, likes, and shares." Key topics include: the fact that attentio…
  continue reading
 
In episode three of our new pod series: 403(b) & 457(b) Basics, Scott and Dan explain how to get exit a bad 403(b). It's often difficult but very possible. Stuck in a Bad 403(b)? How to Get Out of Equitable/AXA Bad 403(b) Vendors w/Good Choices 403bwise Facebook Group 403(b) & 457(b) Basics: How to start a 403(b) (pod) 403(b) & 457(b) Basics: Asset…
  continue reading
 
A CMO Confidential Interview with Andy Sack and Adam Brotman, Co-Founders and Co-CEO's of Forum 3, authors of the book AI First, previously at Microsoft and Starbucks. They discuss why AI is different from previous technology advances and the series of "Holy Shit!" moments experienced when interviewing Sam Altman, Bill Gates and others. Key topics …
  continue reading
 
We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate. The Wealthy Custodian (pod) The Wealthy Custodian in Retirement (pod) Questions to Ask a Professional Fiduciary Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridia…
  continue reading
 
A CMO Confidential Interview with Michael Treff, the CEO of Code + Theory, a growing 2000 person agency which combines technology and creativity. Michael discusses the disruption in consumer behavior, why B2B client service is becoming more holistic, and why companies should "go on offense" in a time of uncertainty. Key topics include: The strategi…
  continue reading
 
No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease. State of Student Loans? Chaos (pod) The Importance of Asset Allocation Tripit Learned by Being Burned (short pod series about K-12 403…
  continue reading
 
Nancie discusses her "brand fix" classifications of refine, purposefully manage, and transform, how to get started with data even when money and time are tight, some "Taylor Swift" approaches to brand work, and the difference between mission and brand. Key topics include: how to get the organization in harmony; why "The Big Reveal" is usually the w…
  continue reading
 
Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). Barbara Healy EGTRRA Industry Lobbyist Brian Graff Describes How Many Vendors His Retiremen…
  continue reading
 
In this interview with author Manda Scott we explore Manda’s journey as bestselling fiction author into the realms of the shamanic and her subsequent search for new and ancient narratives that can lead us through and beyond collapse. Listen above or watch the episode here: About the episode: In this interview, award-winning novelist and the host of…
  continue reading
 
A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…
  continue reading
 
Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now. K-12 Planning Public Service Loan Forgiveness Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be co…
  continue reading
 
A CMO Confidential Interview with Dr. Eugene Soltes, Harvard Business School Professor and author of "Why They Do It - Inside the Mind of the White Collar Criminal". Eugene discusses how most crimes start out as small, often unnoticed decisions made by strategic people, how nearly everyone has a chance to step over the line, why many companies (Air…
  continue reading
 
Tennessee passes an anti-pubic employee law that will subject teachers and others to private company financial sales pitches. We break it down into three parts: 1) What it is 2) What we dislike about it 3) What teachers and state employees should do. Tennessee Throws Teachers to the Wolves (Blog Post) Tennessee Legislators Illegally Voting with Sti…
  continue reading
 
In this conversation, Rufus interviews Zak about his early learning journey, exploring the corruption of graduate education, the sacredness of measurement for ancient man and what kind of new wise agency is needed amidst existential risk and all pervasive information warfare. Listen above or watch the episode here: About the episode: In their secon…
  continue reading
 
A CMO Confidential Interview with Teresa Barreira, EVP & Global CMO and CCO of Publicis Sapient, formerly the CMO of Deloitte Consulting. Teresa discusses the evolution of the role in an age of uncertainty, how the "Business of Marketing" has been replaced by "The Business of the Company," and her belief that B2B and B2C Marketing are converging. K…
  continue reading
 
The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success. LAUSD 457(b) Deferred Compensation Plan Fund Lineup Learned by Being Burned (short pod series about…
  continue reading
 
Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. An Autopsy of American Exceptionalism Three Things - China Deal Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridia…
  continue reading
 
A CMO Confidential Interview with Dr. Joel Shapiro, Managerial Economics & Decision Sciences Professor at the Kellogg School of Management at Northwestern, formerly Varicent Chief Analytics Officer. Joel discusses the difference between Data Science and Data Leadership, how many "little, better decisions" aggregate into something meaningful, and wh…
  continue reading
 
Scott finds out just how much commission Equitable salespeople get for selling EQUI-VEST products. No wonder they fight reform so hard. No wonder they love to initiate exchanges. The Price of Enrollment Podcast on SIOs Plan Fee Disclosure Form for University of Jamestown Equitable Plan Fee Disclosure Brochure Learned by Being Burned (short pod seri…
  continue reading
 
A CMO Confidential Interview with Evan Wittenberg, Chief People Officer of VuMedi, formerly CPO of Ancestry and Box, Google's Head of Leadership Development, and a Saturday Night Live Page. Evan discusses why HR has become a much tougher position over the last 5 years, AI's negative impact on leadership development, and the similarities between mar…
  continue reading
 
Who better than best-selling author Morgan Housel to help put April's market volatility in perspective? Well we couldn't get Morgan on the pod but we have the next best thing: Morgan Houselisms! Enjoy. 9 Charts on Trump’s First 100 Days in the Markets Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth M…
  continue reading
 
A CMO Confidential Interview with Andrew Medvedev, Dean of the Weatherhead School of Management at @case Western Reserve University, former Managing Director and portfolio manager at Morgan Stanley. Andrew discusses why he left Wall Street for the opportunity to reimagine Weatherhead, why schools should reassess traditional industrial economy appro…
  continue reading
 
Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,0…
  continue reading
 
A CMO Confidential Interview with Jim Lecinski, Clinical Professor of Marketing at the Kellogg School of Management, two time author, and former Google VP. Jim discusses the need to teach both durable and perishable knowledge, the importance of faculty composition, why students should "sample" B-Schools, and how the Northwestern "House Design" keep…
  continue reading
 
In episode two of our new pod series: 403(b) & 457(b) Basics Scott and Dan look at asset allocation. They describe what it is, why it's important and they go over several strategies for allocating a 403(b) and a 457(b). Importance of Asset Allocation by Barb O'Neill The Price of Peace: Why diversification is difficult, but necessary by Nick Maggiul…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play