Podcasts about advisor

In this episode, I'm sharing the six signs your advisor is f*cking you based on what I've seen behind the scenes after reviewing countless client portfolios.I'm breaking down why so many women end up confused, doubting themselves, and missing the one number that actually tells you whether your investments are underperforming. Tune in to learn:The six clear signs your advisor is actually costing you moneyWhy you end up feeling confused or like an idiot after talking to most advisorsThe one number you absolutely must know about your investmentsHow to tell if your portfolio is underperforming the averageWhat's really happening behind the scenes when advisors avoid clear answers

In this 2025 Year-End Investment Portfolio Review we cover the following topics:1. Asset Allocation    a. Diversification / changes    b. Rebalancing2. Simplification3. Beneficiaries4. Performance5. Tax Loss or Gain Harvesting6. Fees    a. Fund fees    b. Advisor fees7. Evaluate Your Performance    a. Did you buy/sell anything    b. What worried you during the yearJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

On this episode, host Carol Flagg closes out 2025 and welcomes in 2026 with a discussion on short form video for B2B healthcare marketing. Her guest is Jared Johnson, founder of the popular podcast, Healthcare Rap. Jared has been leveraging short form video for both his show and his clients and he joins Carol to talk about his experience as well as share some stats that will help paint the picture for why short form video is a content play must for 2026. Learn more about Jared Johnson at: https://healthcarerap.com To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Little-Known '3.6 Rule' for a Happy Retirement & Is the Job Market Good or Bad? Wes Moss dives into the critical connection between social capital and financial security, revealing a surprising "magic number" from his 2025 Money and Happiness in America Study. While most people focus strictly on their 401(k), the data shows that intentionality in your social life is just as vital as intentionality in your investments. Also, Wes breaks down the latest labor data to determine if the "Goldilocks" era of employment is here to stay. With the unemployment rate ticking up to 4.6%, Wes looks past the headlines to analyze the Employment-Population Ratio, which remains strong. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 30, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments!Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

As you look ahead to 2026, what's rising to the top of your marketing priorities? In this special episode of Growth Talks with Krystina Rubino, we highlight our favorite CMO insights on building brands that customers trust and love.  It's packed with insights on subjects all CMOs should be thinking about today, such as brand versus performance marketing, incorporating AI into your marketing strategy, and how to build and enable your team.

#SafeMoney #JonHeischmanSr #BeneficiaryDesignationsIn this updated episode, Jon Heischman, Senior discusses various designations for beneficiaries and the importance as relating to your retirement and estate planning.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

My guest today is an old friend, Nicolas Darveau-Garneau. We met in business school a long time ago, and he went on to become Google's chief evangelist. In that role he advised over a thousand CEOs. He condensed all that wisdom in a brand new book that's called Be A Sequoia Not A Bonsaoi. The book explains how the top 5% of companies beat their competitors.Before becoming Google's chief evangelist, Nick also started and sold 4 companies. In this conversation, we talk about how to figure out if you want to be an entrepreneur and how to assess your own strengths to find the right path, what truly differentiates exceptional leaders, why culture is one of the most underestimated strategic assets.Contact Dino at: dino@al4ep.comWebsites:al4ep.comnicolasdarveaugarneau.comAdditional Guest Links:Be A Sequoia Not A Bonsai on Amazon - Barnes and Noble Books A Million Book ShopLinkedIn: linkedin.com/in/nickdgAuthentic Leadership For Everyday People / Dino CattaneoDino on LinkedIn: linkedin.com/in/dinocattaneoPodcast Instagram – @al4edp Podcast Twitter – @al4edpPodcast Facebook: facebook.com/al4edpMusicSusan Cattaneo: susancattaneo.bandcamp.com

Start the 2-Minute Nervous System Reset - https://alignbreathing.com/resetYour body is trying to tell you a story... but you keep ignoring it.In this episode from the Align Podcast, Peter Levine PhD, founder of Somatic Experiencing, joins Aaron to explore how trauma lives in the body and how we can reclaim our innate healing ability. Peter also breaks down why talk therapy alone often isn't enough and offers practical guidance for reconnecting with your body's wisdom.OUR GUESTPeter A Levine, Ph.D., is the developer of Somatic Experiencing® (SE™), a naturalistic and neurobiological approach to healing trauma, which he has developed over the past 50 years. He holds a doctorate in Biophysics from UC Berkeley and a doctorate in Psychology from International University. He is the Founder and President of the Ergos Institute of Somatic Education and the Founder and Advisor for Somatic Experiencing International, where his work has been taught to over 30,000 healers in over 42 countries. He recently finished his Autobiography, An Autobiography of Trauma, A Healing Journey, and is the author of several best-selling books on trauma, including Waking the Tiger, Healing Trauma (published in over 29 languages); In an Unspoken Voice, How the Body Releases Trauma and Restores Goodness; and Trauma and Memory, Brain and Body in a Search for the Living Past.PETER LEVINE

Most people believe a PhD advisor is supposed to “add value.” Or that a student is supposed to “add value.”Like there's this clean exchange.Like everybody knows what they're doing.But if you've spent even five minutes in this world, you know that's not true.What actually happens is two people trying to survive the same weird, messy system where nobody has a clue what the right answer is. Everyone is guessing. Everyone is under pressure. Everyone is trying not to look like a screw-up. And that's when all the strange behavior shows up.People defect.People ghost.People walk away just when things get uncertain.People disappear because they don't want to deal with ambiguity.And you start internalizing it—every single time—as if it must be your fault.I've done this my whole life.I assume I said something wrong.I assume I wrote something wrong.I assume I am the problem.But most of the time, you're not the problem at all.What I've learned is that value in research is not extracted. It's not sitting there waiting to be taken. It gets molded. It gets created. And that only happens when people actually stay in the room together long enough to admit, “Yeah… I don't really know what I'm doing either.”That moment—right there—is where the magic happens.But it's rare.Really rare.So if someone ghosts you, or treats you poorly, or makes you feel inferior—don't immediately jump to, “I messed up.” Often they're just running from the ambiguity. Or fighting it. Or stuck in their own head.Just remember: most of us are trying to navigate this confusing world with no answers, no map, and no guarantees. You're doing better than you think.Take care.

IANR 2551 122025 Line Up4-6pm INTERVIEWSHere's the guest line-up for Sat, Dec 20, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). We areon 98.7 FM and you can also listen on the masalaradio app.By Monday, hear the recorded show on Podcast uploaded on Spotify, Apple Podcasts, Pocket Casts, Radio Public and Breaker. Our Podcast has been rated #2 among 100 Podcasts in Houston by feedspot.com. We have 6 years of Podcasts and have had thousands of hits.TO SUPPORT THE SHOW, SELECT FOLLOW ON OUR FREE PODCAST CHANNEL AND YOU'LL BE NOTIFIED OF NEW UPDATES.4:20 pm Thousands of people get injured at work, while playing sports, in car accidents or get burnt by bad real estate deals and business ventures. Many do not know their options to seek compensation for their injuries or losses. On our monthly segment on personal litigation law we once again hear from Attorney Divjyot Singh, the Managing Partner at SHEV Law Group. In light of some staggering amounts filedby Donald Trump, Divjyot joins us today to explain how to assess the dollar amount of the damages and also how difficult it is to sue the media for defamation.4:50 pm With most of us living in the fast lane of work, family obligations and social networks, very few take the time to see how their investments are doing and even fewer havethe necessary skill sets to do a good job in making their wealth work for them. Now with the stock markets having reached new highs, there is another dilemma for those facing the dreaded RMDs or Required Minimum Distributions from their retirement accounts. We are joined by frequent guest, Private Wealth Advisor Supal Vora, CEO of Navina Wealth, to explain how to segregate your savings to short, medium and long-term investments and how that will save you taxes in the long run.5:20 pm We last had Ft Bend Justice of the Peace, Precinct 3. Judge Sonia Rash on our show in May when she revealed that she was seeking re-election next year. She won the seat In November 2022 and became the first Zoroastrian to run in a general election for office in the State of Texas. She is unopposed in the Democratic Primary in March and talks to us about her experience as a JOP and her platform and plans for winning in the General Election next year.Also stay tuned in for news roundup, views, sports and movie reviews.      TO BE FEATURED ON THE SHOW, OR TO ADVERTISE, PLEASE CONTACT US AT 713-789-NEWS or 6397 or at indoamericannews@yahoo.comPlease pick up the print edition of Indo American News which is the ONLY community paper widely available all across town at grocery stores from Hillcroft to Sugar Land, Katy and FM 1960. Also visit our website indoamerican news.com which gets 90,000+ hits to track all current stories.And remember to visit our digital archives from over 17 years. Plus, our entire 44 years of hard copy archives are available in the Fondren Library at Rice University.

John Cole Scott, President of CEF Advisors, relies on his massive stores of data to look ahead for 2026, and he foresees no recession, lower inflation and modest GDP growth for 2026, with less volatility due to the interest-rate picture but more market tension due to the global macro picture. Scott also discusses what he sees happening in the closed-end fund industry, and he selects five funds — including one that has been in the news recently for problems that raised its discount — that he's expecting big things from in the year ahead. Long-time business journalist Allan Sloan — a seven-time winner of the Loeb Award, business journalism's highest honor — returns to the show to discuss his recent piece for Barron's  in which he discussed his admiration for the way Michael and Susan Dell recently committed $6.25 billion of their own money to give 25 million kids $250 each to invest in mutual funds. But he doesn't like the mechanics of the new Trump accounts that are the vehicle for those young savers and he says their impact on changing lives will be much more limited than the hype is making it out to be. Plus, Chuck talks about avoiding mistakes that result in financial punishments if not completed by year's end: failing to take required minimum distributions and failing to spend down dollars set aside in Flexible Spending Accounts. He cites Vanguard data showing that the RMD problem is much bigger than many people expect, and he suggests ways that heatlh-care savers can legally spend down their accounts while there is still time.

ERP upgrades have evolved from evaluating focused point solutions to selecting a comprehensive platform for the future of your business. With this broader scope comes a longer list of requirements and considerations to select the right system. But how can businesses narrow their focus to ensure their platform meets their needs both now and well into the future?The independent experts at ERP Advisors Group joined forces with HSO to examine key must-haves that project sponsors should look for when selecting an ERP platform. Don't miss out on these important considerations that will lay the groundwork for a successful long-term technology strategy. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Dr Abhinav Pandya, a Cornell University graduate in public affairs and a bachelor's from St. Stephen's College, Delhi, is a founder and CEO of Usanas Foundation, an India-based foreign policy and security think tank. He has authored books named 'Radicalization in India: An Exploration (2019)' and 'Terror Financing in Kashmir (2023)'.He had previously advised the former governor of Jammu and Kashmir on security issues during the critical times when Kashmir's special status, Article 370, was revoked.He has written extensively for several national and international newspapers, and worked with the International Labour Organization, the United Nations.His latest book is 'The Jihad Game: Inside Pakistan's dark war' - order your copy here - https://amzn.in/d/11mxioM.

Purchasing a plastic surgery practice involves more than just finding the right opportunity. We are bringing back a fan favorite episode featuring Board Certified plastic surgeon Rachel Walker, MD, who shares her firsthand experience purchasing a practice. Tune in to learn what the process really looks like, from working with a business broker and securing financing to navigating health care regulations and deal structure—whether you are ready to buy or simply asking for a friend.  Chapters00:00 Intro00:33 Banter08:22 Guest background11:42 Why did you want to own a practice?13:11 What was the ownership process like?14:30 What has ownership taught you?19:09 Did you want to be an entreprenuer?20:46 Did work with advisors to set up your practice?22:10 What advice do you have for practice owners?Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn  

The Secret to Affordable Healthcare & Will Mortgage Rates Go to 5% Soon? Wes Moss reveals a critical, little-known healthcare secret that can save early retirees, job-leavers, and other Americans thousands of dollars a month on medical coverage before age 65. Hear the incredible story of Rebecca, who thought she was stuck paying $2,500/month for COBRA but discovered a way to slash her premium to less than $200 through the ACA, thanks to enhanced subsidies. Wes walks through how to use free resources to save big. Also, Wes breaks down the latest Fed rate cut and explains why it may not mean cheaper mortgages. Mentioned on the show: Calculator: ACA Enhanced Premium Tax Credit National Association of Benefits and Insurance Professionals Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 23, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual income-producing securities, can become a powerful engine for both client trust and firm growth. David Scranton is the CEO of Sound Income Group, an RIA based in Fort Lauderdale, Florida, overseeing $4 billion for 10,000 client households. Listen in as David shares how he constructs income-focused portfolios using combinations of what he calls "insured options" and "contractual securities", as well as high-dividend equity instruments with a focus on individual securities rather than mutual funds or ETFs. You'll learn how steady cash flow has led to greater client retention in down markets, David's "four keys" to attracting clients, and why narrowing his investment focus (and creating systems to implement it) has ultimately allowed him to serve more families. For show notes and more visit: https://www.kitces.com/469

Have you heard the saying what got you here might not get you there. In this episode Tony and D kick off a two part series based on a white paper from Mark and break down the first two areas your advisor should have on their radar to help maximize your wealth.First they talk about the big picture. Investing matters, but taxes, estate planning, and business strategies matter too and missing them can cost you opportunities you cannot rewind. Then they shift to how a real plan handles major economic and world changing events, from COVID to market shocks to the current AI wave, and why your advisor's job is to pull emotion off the table and stay disciplined when headlines get loud.If you want a smarter framework for year end planning, legacy thinking, and staying ready for whatever the market throws next, this episode is for you.

Download the FREE Sales Call Roadmap: tiquehq.com/sales-call?utm_source=Podcast+Episode+148&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+Success+RoadmapCruising has quietly changed, and this episode explains why more advisors should be paying attention. Luxury cruise expert Kemi Wells-Conrad, founder of Wells Luxury Travel, returns to share how small-ship and yacht-style cruising delivers the kind of bespoke, high-touch experience many travelers assume only exists on land. Kemi breaks down how to handle the “I hate cruising” objection, why luxury cruises often deliver better value than mass-market sailings, and how to confidently match the right cruise line to the right client. From better ports and longer stays to fewer crowds, elevated dining, and inclusive pricing, this episode shows why luxury cruising is becoming one of the smartest tools in an advisor's sales strategy. If you want clients stepping off the ship saying, “that was worth every penny,” press play!About Kemi Wells-Conrad:In 2014, Kemi joined the travel industry, working as the Director of Sales – Corporate and Leisure at North South Travel, where she oversaw the team, handled all strategic partnerships, sales and marketing for the agency. Six years later, at the start of 2021, Kemi decided to launch her own agency, Wells Luxury Travel, a boutique collective for advisors specializing in four key pillars: adventure, celebration, sustainability and wellness travel. Kemi is a proud member of the Travel + Leisure Advisory Board, is a featured A-Lister in their annual awards and sits on the advisory board for National Geographic Lindblad Expeditions. Kemi previously ran the Young Travel Professionals and then Millennials in Travel Vancouver chapter, as well as sitting on Virtuoso's Global Member Advisory Board for over 6 years. She has been quoted and featured in a variety of publications, including Travel + Leisure, Robb Report, CNBC and BRIDES. wellsluxurytravel.com@kemiwellsconrad @wellsluxurytravel Today we will cover:(02:20) How Kemi fell in love with cruising(08:15) Selling the value of luxury cruising to hesitant clients(14:25) Why luxury cruises offer better ports and longer stays(22:15) Advisor benefits of selling cruises(28:45) Marketing cruises to non-cruisers(33:00) Who's actually booking luxury and expedition cruises now(36:30) Hosted sailings and advisor education opportunitiesListen to Episode 120: The Real Cost of Running A Travel Business with Kemi Wells-ConradJOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE...

In this special December episode of Mainframe Voices, leaders and contributors from across the Open Mainframe Project community share what they are most thankful for this year. From new career opportunities and open source collaboration to supportive teams and personal milestones, our guests reflect on the moments that made 2025 memorable in the mainframe world.Featuring: •Steven Dickens – CEO and Principal Analyst, Top 3 Global Technology Industry Analyst, Advisor to Tech Vendor Executives •Billie Jean Simmons – Software Developer for zDevOps, IBM Wazi, and Cloud IDE; Zowe Explorer Squad Lead •Len Santalucia – CTO Mainframe, AI, Cloud, Analytics, Mobile, Security; IBM Champion and Chairperson of the Linux Foundation Open Mainframe Project •Elliot Jalley – Senior Principal Product Manager, Open Mainframe Project Ambassador •Germanas Šamrickis – Senior Software Engineer at Rocket SoftwareThe Mainframe Connect podcast includes the I Am a Mainframer series, Mainframe Voices, and other conversations with mainframe professionals, sponsored by the Open Mainframe Project, a Linux Foundation initiative.#MainframeVoices #MainframeConnect #OpenMainframeProject #LinuxFoundation #Mainframe #Gratitude #Community

Happy holidays—and let's be real: the markets, the economy, and “the plan” don't look clean right now.In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table.Here's the uncomfortable truth: most advisors are selling the same portfolio with a different logo on it. Same playbook. Same funds. Same “set it and forget it” pitch. Shana breaks down why alternatives—private credit, direct lending, and other non-traditional tools—can be a legit way to differentiate… IF you're actually doing planning and not just product-pushing.Then we go straight at the elephant in the room: crypto and “controversial” investments. If your advisor's entire view is “it's a scam,” that's not wisdom—that's laziness. You don't have to love crypto to be qualified. But you DO have to have a thoughtful, educated stance. Because the future client is already there, already curious, already investing… and they're not waiting for the industry to catch up.We also talk about where advice is headed: less AUM worship, more fee-for-service, coaching, and real-life decision support. Translation: if you can't deliver value people can't get from a brokerage app, you're going to get left behind—fast.Watch the full episode here:https://youtu.be/Wv8sctzRALQAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Drew Miller- Retired USAF Colonel on The Dangers Of A.I and Rising Geopolitical Tensions.Dr. Drew Miller is the Founder of Fortitude Ranch—the nation's largest survival community—and Managing Director of Fortitude Collapse Preparedness. A retired U.S. Air Force Colonel with decades of experience as an intelligence officer, Dr. Miller also served in the Senior Executive Service at the Pentagon, at the Institute for Defense Analyses, and in corporate planning at ConAgra. He holds a degree from the U.S. Air Force Academy, a Master's, and a PhD in Operations Research from Harvard University. His professional credentials include Certified M&A Advisor, Certified Management Accountant, Certified Financial Planner, and Due Diligence Professional. With expertise in preparedness, strategy, and high-stakes decision-making, Dr. Miller is a leading voice in collapse preparedness and survival.LINK THREAD—https://allmylinks.com/total-disclosure Subscribe to the channel on YouTube—— www.youtube.com/@totaldisclosure Support TY and TDP Studios directly VIA PayPal (No FEES)— https://www.paypal.me/TDPstudios767?locale.x=en_US YOUTUBE MEMBER—-https://www.youtube.com/channel/UCy2Cra7aLAAMVxkA9rSYCxg/join PATREON MEMBER—https://www.patreon.com/Total_Disclosure?fan_landing=true&view_as=public Follow On X—- Www.X.com/@DisclosurePod Instagram—- www.instagram.com/DisclosurePod Facebook----Facebook.com/@ty.totaldisclosure SPONSORED LINKS & SERVICES USED BY TOTAL DISCLOSURE USE OUR CODE AND SIGN UP FOR TUBE-BUDDY TO START UTILIZING THEIR AMAZING TOOLS, LET TUBE BUDDY DO THE WORK FOR YOU!-——https://www.tubebuddy.com/POP Sign Up for VIDIQ and Get Tons of Creator Content Tools, SEO Boosts, Keyword Scores, Title Suggestions, & So much MORE! VIDIQ can be integrated seamlessly into your Browser and Youtube Channel, Start utilizing this tool now, Sign up with TDP's—— Link-www.VIDIQ.com/TotalDisclosure 

Send us a textIn this powerful episode of The Starter Girlz Podcast, host Jennifer Loehding sits down with Dr. Nicole Garritano, a fractional leadership advisor, former nurse practitioner, and academic leader, to unpack her deeply personal journey from burnout to alignment and how self-leadership became the turning point.After years of high achievement, overcommitment, and redefining success through external validation, Nicole faced a wake-up call that changed how she approached leadership, health, and identity. In this conversation, she shares how burnout revealed the gaps in traditional leadership models and why learning to lead yourself first is the foundation for sustainable success, emotional intelligence, and long-term well-being.This episode blends evidence-based leadership, nervous system regulation, and real-life transformation, offering practical tools for entrepreneurs, women leaders, founders, and professionals who want to succeed without sacrificing themselves in the process.What You'll Learn in This Episode:✅ What burnout teaches us about leadership and why it's not a failure✅ Why self-leadership must come before leading teams or businesses✅ How identity shifts can support healing, growth, and clarity✅ The role of the nervous system in emotional intelligence and decision-making✅ Simple, practical tools to regulate stress, manage energy, and prevent burnout✅ How to move from hustle-driven achievement to purpose-driven alignment✅ Why redefining success is essential for modern leadershipWhether you're navigating burnout, building a business, leading a team, or redefining your next chapter, this conversation will help you reconnect with what truly matters and lead from a place of alignment instead of exhaustion.Why You Should Watch:If you've ever felt successful on the outside but depleted on the inside, this episode is for you. Dr. Nicole's story and insights will help you recognize burnout signals early, develop stronger self-awareness, and adopt a leadership style that supports both performance and well-being. If conversations about self-leadership, personal transformation, women empowerment, burnout recovery, and aligned success resonate with you, make sure to subscribe to the channel, leave a comment, and share this episode with someone who needs it.Your support helps us continue sharing meaningful, transformative conversations like this one.

In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You'll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience.

The purpose of The Advisor's Toolkit for 2026 is simple: To give you a clear, efficient look at what is actually working right now on college campuses — and how you can leverage proven programs, interventions, and resources as you plan for the year ahead. You'll hear from our full Greek University team tonight — speakers and consultants with diverse backgrounds, disciplines, and lived experiences. Each of them works directly with campuses and headquarters staff across the country and will share a concise snapshot of: • The programs and interventions they're delivering right now • The outcomes advisors are seeing in real time • The issues they're being asked to address most frequently • And how their work can support your goals for 2026 Think of tonight as a curated menu — not something you need to adopt all at once, but a way to identify the right tools, voices, and partnerships that align with your campus culture, challenges, and priorities. Whether you're preparing for Spring new member trainings, onboarding new officers, navigating conduct concerns, responding to mental health needs, or simply trying to be more proactive instead of reactive — our hope is that tonight gives you clarity, confidence, and options. At the end of the session, you'll know exactly which programs might fit your campus, and how our team can support you as a long-term partner heading into 2026. So again — thank you for being here, thank you for the work you do every day, and thank you for trusting us with your time.

In this episode of the Inorganic Podcast, co-host Ayelet Shipley interviews Carrie Kerpen, a pioneer in social media and co-founder of Likeable Media. They discuss Carrie's journey from starting a social media agency to successfully exiting the business. Carrie shares insights on the importance of profitability, setting exit goals, choosing the right M&A advisor, and negotiating earn-outs. She reflects on her experiences and the lessons learned, particularly for women entrepreneurs, and emphasizes the need for community and support in the business world.TakeawaysCarrie started Likeable Media in 2007, one of the first social media agencies.The initial focus was not on exiting but on building a profitable business.Setting a target exit value can help guide business decisions.Timing and personal readiness are crucial when deciding to sell a business.Choosing the right M&A advisor can significantly impact the sale process.Negotiating earn-outs requires careful consideration of control and reporting.Reflecting on the exit process can reveal areas for improvement.Building a community for women founders can provide essential support.Women entrepreneurs often face unique challenges in the exit process.M&A can be a powerful tool for business growth and problem-solving.Chapters0:00 Introducing Carrie Kerpen1:05 Founding Likeable Media 3:33 Early Growth & Cash Flow Challenges5:22 Becoming CEO and Focusing on Profitability6:37 Market Shifts & Productizing the Agency7:21 Building a Brand through All the Social Ladies9:07 Financial Stability & the $20M Exit Goal 10:43 Knowing When It's Time to Sell12:55 Choosing an M&A Advisor vs. a Banker15:36 Price vs. Timing After the Exit18:22 Negotiating & Protecting an Earnout22:02 Life After the Sale23:12 What Carrie Would Do Differently24:51 Acting Like a Platform and Rethinking Capital25:58 The Exit Gap and The Whisper Group27:45 Closing ThoughtsConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with guest, Carrie Kerpenhttps://www.linkedin.com/in/carriekerpen/ Hosted on Acast. See acast.com/privacy for more information.

During Part 2 of this year's ERP Trends & Predictions event, Shawn Windle, The ERP Advisor, and Rebekah McCabe, ERP News Analyst, divulge their predictions for the major ERP vendors in 2026. Their predictions include vendor investments and strategy including “Agentic AI,” and “Business Automation,” as well as a roadmap for navigating ERP in 2026's evolving market landscape. ERP Advisors Group's decades of experience provides deep insights on what the market can expect from ERP in 2026.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time on the podcast to reflect on the roller-coaster that was 2025 and to tackle a wide range of thoughtful listener questions. The episode begins with reflections on a year that included wild market swings, an extraordinary rally few predicted, major changes within PWL, and personal milestones. From there, the team dives deep into the psychology of staying invested, the real risks of inexperienced investors going 100% equities, the complexity of asset location and pre-tax vs. after-tax allocation, and how to talk to family members who are paying too much in investment fees.   Key Points From This Episode: (0:04) Introduction — first-ever full-team recording and setup for the year-end AMA. (1:12) Why not all AMA questions could be answered — over 400 submissions and many not suited to the format. (1:48) 2024 market recap — from early-year panic to strong double-digit global equity returns. (3:59) The speed of recoveries — why missing a quick rebound can permanently derail returns. (5:34) Cameron's lessons from 2024 — unpredictability, growing adoption of evidence-based investing, joining a bigger organization, and driverless-car optimism. (7:41) Ben Wilson becomes a co-host — an unplanned evolution shaped by listener feedback. (9:51) Dan on humility in forecasting and reconnecting with theoretical research. (11:18) Ben's personal year — firm acquisition, equity value jump, and navigating his cancer diagnosis. (12:32) Talking to parents about high fees — emotional dynamics, non-confrontational questions, and the danger of implied judgment. (23:01) Should beginners hold 100% equities? Behavioral risk, volatility blindness, and why it shouldn't be the default allocation. (30:35) Pre-tax vs. after-tax asset allocation — why RRSP dollars aren't equal to TFSA dollars and how that changes true risk exposure. (36:09) Why PWL rarely optimizes asset location — complexity, low payoff, and behavioral clarity. (44:42) What PWL does (and doesn't) offer — discretionary management, integrated planning, outside specialists, and tax deductibility rules. (49:04) "I know I need index funds — but how do I actually buy them?" Robo-advisors vs. one-ticket ETFs and why placing a trade is the real barrier. (57:47) Ben's lessons as a new homeowner — maintenance costs far above expectations and the hidden burden of being your own contractor. (1:01:54) The strangest portfolios — single-stock windfalls, leverage without client awareness, bullion-only strategies, and the infamous "meatloaf portfolio." Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Cabinet advisor Amira Elghawaby secretly paid $80,000 for pro-Palestine research to counter alleged “disinformation” by MPs; Blacklocks reporter Tom Korski joins Alex Pierson on this topic. Learn more about your ad choices. Visit megaphone.fm/adchoices

2025 fostered foundational investments from major software vendors across the globe. From flexible solution announcements to realizing real value with artificial intelligence, 2025 built on what 2024 set in motion. In Part 1 of our 2026 ERP Trends & Predictions webinar, Shawn Windle, ERP Expert, and Rebekah McCabe, ERP Vendor Analyst, analyzed this year's hottest ERP vendor trends and broke-down how those trends impacted the world of software in 2025.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://blog.potomac.com/ Disclosure: https://potomac.com/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his ability to speak, swallow, eat and perform the most basic functions. His recovery forced him to slow down and retire from the business earlier than he expected. In this episode of The Healthy Advisor, host Diana Britton talks with Mark Singer, a retired financial advisor, about how the stroke reshaped his view of success and identity. His story points to the strength of resilience, perspective and compassion, both in business and in life. Diana and Mark discuss: Mark's journey from textile manufacturing to founding Safe Harbor Retirement Planning in Boston The moment the stroke upended his life, and how he figured out a way forward Mark's mantra of “focus on the what is, not the what if.” How things played out with his financial planning business The role of friendships, community and client relationships in his recovery Lessons learned from 35 years as an advisor Resources: Listen to The Healthy Advisor on WealthManagement.com Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect With Mark Singer: LinkedIn: Mark Singer mark55retire@gmail.com  Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Author Mark Singer has been recognized for his vision and creativity within the world of financial planning. He is the author of two books, and the most recent, The Six Secrets to a Happy Retirement, is available on Amazon.com. Drawing upon his over three decades as a founder of one of the leading retirement firms in Boston, the book profiles the financial, emotional, and physical issues associated with the transition into retirement. He retired from his role as president of Safe Harbor Retirement Planning in 2022, and had served as the Retirement Guide to thousands of investors since 1986. Mark’s approach was to focus on each individual client and ask the questions that other advisors and investors often overlook. Mark is a frequent speaker and has been featured in The Wall Street Journal, ABCNews.com, FoxNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO.  Mark is also a multiyear recipient of Boston Magazine's 5 Star Wealth Manager Award.

Join Alex Tapscott as he decodes the world of crypto with special guest Thomas Uhm, Chief Commercial Officer at the Jito Foundation and Advisor to Jito Labs. Listen in as they discuss what Abu Dhabi Finance Week and Solana Breakpoint reveal about institutional crypto sentiment, why ADGM is emerging as a serious hub for digital asset regulation and capital formation (with major players spanning BlackRock, Circle, Tether and more), how Solana's market structure is evolving through Jito's block-building, priority-fee "tips," and the upcoming BAM framework for application-controlled execution, what MEV is and how networks can reduce harmful forms of it while still securing validators, why Solana's performance under large DDoS pressure reinforces the "internet capital markets" thesis, and what 2026 could bring—from JitoSOL liquid-staking ETFs (and an options-driven structured products wave) to Breakpoint landing in London.

How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes Are you a lifelong saver struggling to spend your retirement nest egg? You're not alone! Many people who successfully save a significant amount face a major psychological hurdle when it comes time to shift from an accumulation mindset to a distribution (spending) mindset. Wes Moss breaks down how to overcome the psychological barrier of watching your retirement balance go down and how to finally feel good about enjoying the money you worked so hard to save. Also, Wes tackles the most timely and impactful tax changes coming up, including a checklist of six critical actions to consider before the end of the year to potentially lower your tax bill for 2026. Mentioned on the show: How To Find and Choose a Financial Advisor  Best Financial Advisors in 2025 Year-End Tax Moves Worth Your Time IRS Announces New Tax Brackets and Other Changes for 2026 What Brokerage Do You Recommend for First-Time Investors or Kids? Uniform Transfers to Minors Act (UTMA): What It Is and How It Works Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 16, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Cohen reacts to the explosive Vanity Fair report, where Trump's Chief of Staff, Susie Wiles, exposes Trump's vindictive prosecutions, the mishandling of Epstein files, and the chaos tearing apart his inner circle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the "consultative recruiting" model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core forces behind most breakaway decisions, and what a realistic timeline looks like from exploration to execution. You'll also hear how Diamond Consultants structures compensation (including a refundable retainer approach), what their 7-step consulting framework looks like, and how advisors can avoid getting overwhelmed when independence opens up a "toy box" of tech, compliance, and infrastructure decisions. What You'll Learn The difference between traditional recruiting vs recruitment consulting Why most advisor pain points trace back to Freedom, Flexibility, and Control How Diamond Consultants helps advisors compare 3–7 best-fit destinations (wirehouse, IBD, RIA, aggregators, etc.) How fees work: firm-paid recruiting model + when a refundable retainer comes into play A realistic view of the transition timeline: 6–12 months is common, longer for breakaways How many breakaway teams simplify tech decisions by plugging into existing RIA platforms #FinancialAdvisor #RIA #AdvisorTransition #BreakawayAdvisor #WealthManagement #ModelFA #DiamondConsultants #MergersAndAcquisitions #SuccessionPlanning #AdvisorGrowth Connect with Louis: Website: https://www.diamond-consultants.com/team/louis-diamond/ LinkedIN: https://www.linkedin.com/in/louisdiamond Email: ldiamond@diamond-consultants.com --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian explore whether we’re living through another tech bubble — this time fueled by artificial intelligence. Is the massive investment in AI setting us up for a painful correction in 2026? They dig into market concentration, inflated valuations, and why companies like Nvidia, Oracle, and OpenAI are raising red flags for some investors. You’ll also hear why now is a smart time to rebalance your portfolio — but not the old way — and how high-net-worth investors are using buffered ETFs and direct indexing to level up their financial strategy. Plus, estate planning mistakes that can cost your heirs big time, and real answers in the Ask the Advisor segment — from embedded portfolio risk to downsizing dilemmas.See omnystudio.com/listener for privacy information.

The fastest-growing brands treat customer insight like a strategy—not just a survey. In this week's episode of Growth Talks, CMO & Advisor, Matt Gehring joins host Tyler Elliston, founder and CEO of Right Side Up, to unpack what it takes to succeed in your first 90 days as a marketing leader. Drawing from his leadership roles at Dutch Pet, Everlane, and Rothy's, Matt shares how to map the customer journey, turn post-purchase insights into smart segmentation strategies, and use real-time data to drive repeat purchases. Find out why acting on customer insights early is key to refining your product, aligning your team, and making informed decisions before you scale.

Turning down a $3B offer from Facebook is a bold move for any young CEO.Evan Spiegel shares how Snap's early dream was to stay independent and give its community an authentic voice, a bet that proved right.He also explains why they are now doubling down on AR glasses and why the anxiety around AI deserves far more attention from tech leaders.Guest: Evan Spiegel, co-founder and CEO of Snap Inc. and Bing Gordon, Advisor at Kleiner Perkins​Connect with Evan SpiegelX:https://x.com/evanspiegel?lang=enLinkedIn:https://www.linkedin.com/in/evan-spiegel/​Connect with Bing GordonX: https://x.com/bingfish LinkedIn: https://www.linkedin.com/in/binggordon/Connect with JoubinX: https://x.com/JoubinmirLinkedIn: https://www.linkedin.com/in/joubin-mirzadegan-66186854/Email: grit@kleinerperkins.com​Learn more about Kleiner Perkins:https://www.kleinerperkins.com/ 

In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.In this episode:– Why over 90 percent of advisor website traffic disappears without a trace– How intent data reveals who is actively researching wealth management topics– The difference between cold prospecting and warm, high-probability outreach– How AI can personalize compliant emails at scale for advisors– Why better data changes how advisors grow in a competitive marketLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

The Prelude to the English Civil War: Colleague Jonathan Healey discusses the prelude to the English Civil War, detailing the power struggles between Charles I and the Commons and Lords, explaining the execution of the King's advisor Strafford, noting Charles's regret and the rising influence of reformists who feared royal tyranny and supported impeachment. 1648 CROMWELL

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.

Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm's Founder & CEO, and for nearly 25 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance, and philanthropy. Brian began his career in 1996 as the Deputy Trade Commissioner for the Government of Israel, where he facilitated joint ventures/strategic partnerships on behalf of U.S. and Israeli companies. Brian is a serial entrepreneur and a trailblazer in the family office space, with diverse experience at firms including Smith Barney, Allied Advisors, BNY Mellon. Lisa is President of Family Office Services at Family Office Growth Partners. She brings over 30 years of experience serving high-net-worth families, C-suite executives, and influential leaders. Throughout her career, she has had the privilege of working with distinguished families to establish independent family offices, supporting CEOs and former government officials in her role as a proactive Chief of Staff. Lisa played a key role in the founding and conceptual development of The Paulson Institute, established by former U.S. Treasury Secretary, Hank Paulson. Brian and Lisa, and their firm Family Office Resource Group, are Advisor members of FOX and we are privileged to have their expertise within our membership community. Outsourcing is a big, and increasingly relevant, topic in our space. Brian and Lisa share their perspectives on outsourcing by families and family offices and highlight some of the prevailing practices in the sector. One of the most common and evergreen questions in this realm is what to outsource and what to build and operate in house. Brian and Lisa shine a light on this question and describe some of the frameworks and criteria family offices and their principles should apply when trying to make this crucial decision. Once the decision to outsource has been made, the key challenge is to figure out how to vet and select the providers who will take over the critical functions for the family office. Brian and Lisa offer practical tips for family office leaders and wealth owners who are in this important early stage of their outsourcing journey. They also provide suggestions for family offices on the ongoing management of their outsourcing relationships, explaining how they should optimally oversee, coordinate, evaluate, and renegotiate these vendor relationships to achieve the best results for the family and the family office operation. Don't miss this highly insightful conversation with two of the most experienced, recognized, and well-connected thought leaders and practitioners in the family office outsourcing space.

In this episode, Nick talks about ​​Zohran's New Criminal Advisor, More Trans Propaganda, An Anti-Alcohol Drug, Fat Man Dies At Sea, Fake Chinese Chicken, A Dumb Young Turk and Sextortion! Watch Nick on the FREE RUMBLE LIVE LINEUP at 6pm ET https://rumble.com/TheNickDiPaoloShow MERCH SALE! From now until December 10 th get 20% off Everything in our store. So grab some mugs, winter hats, hoodies, long sleeve shirts, stickers etc. from our store! https://shop.nickdip.com/ HOLIDAY VIDEO FROM ME – Send someone a personal holiday greeting from me! Go to https://shoutout.us/nickdipaolo or www.cameo.com/nickdipaolo and order one in time for Christmas. SOCIALS/COMEDY- Follow me on Socials or Stream some of my Comedy - https://nickdipaolo.komi.io/

Costly IRA Conversion Warning & the Hidden Billions Americans Are Leaving Behind In this episode, fiduciary financial advisor Wes Moss tackles a piece of financial advice that he calls "lunacy" and "insanity" – a recent Op-Ed arguing that retirees should convert their entire Traditional IRA to a Roth IRA in a single year. Wes explains why this academic advice is a dangerous real-world strategy, warning listeners about the potential for a massive tax bill that could reach hundreds of thousands of dollars. Also, Wes addresses a sinister issue in retirement savings: billions of dollars in "forgotten" 401(k) balances. Wes warns that this money is often parked in cash or a low-interest money market, missing out on decades of critical growth. Mentioned on the show: Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 9, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we chat with Claire Hughes Johnson!Claire is the former COO of Stripe, where she played a critical role in scaling the company from 160 employees to more than 7,000 during its period of rapid global expansion. Before Stripe, she spent over a decade at Google, leading large international teams across multiple high-growth products and operations.She now serves on the boards of HubSpot, The Atlantic, Aurora, and several other organizations, is an active angel investor, and is the bestselling author of Scaling People, widely regarded as a modern classic on leadership, management, and organizational design.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Claire Hughes Johnson: @chughesjohnson@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

“Ask me how I know” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Rod Khleif, who is a bestselling author, real estate investor, and host of the Lifetime Cash Flow Through Real Estate podcast with over 20M downloads. But at his core, he's a business builder. From startups to multifamily syndications, Rod has developed a system for scaling across industries, protecting wealth through diversification, and building brands that attract both clients and investors.S8 Episode 23: 12/09/2025Featuring Kelly Johnson with Special Guest Rod KhleifFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod  Follow Our Special Guests:Website: https://rodkhleif.com/ Linkedin: https://www.linkedin.com/in/rodkhleif/ Facebook: https://www.facebook.com/rodkhleifofficial X: https://x.com/RodKhleif

50-Year Mortgage: Game Changer or Gimmick? & the Key to Winning a 401(k) Wes Moss dives into the new 50-year mortgage, which he calls a gimmick but sees one potential benefit. Since ownership is key to financial security and the median home-buying age is rising, the concept of starting the equity journey sooner is good. However, Wes and Christa talk about a huge warning if you're considering it. Also, Wes shares a powerful story about the key to winning your 401(k). The story illustrates a real-life outcome for many Americans, emphasizing how a few years' delay or a few percentage points of savings are huge variables that compound over time. Mentioned on the show: Is Robinhood Gold Worth It? The Key to a Winning 401(k) Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 2, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices