Podcasts about advisor

Could this be the most flexible whole life insurance policy I've ever reviewed? Want to Connect with The Catholic Order of Foresters as an Advisor or Prospect? Click Here: https://bttr.ly/CatholicInsurance In this episode, Caleb Guilliams sits down with Matthew Korienek from Catholic Order of Foresters to explore one of the industry's most flexible life insurance products. They break down customizable term and whole life options, premium flexibility, policy loans, charitable benefits, and how this Catholic carrier compares to other mutual life insurance companies. Watch the Interview on Youtube for Visuals - https://youtu.be/LqfD4OcUh8kWant to Connect with The Catholic Order of Foresters as an Advisor or Prospect? Click Here: https://bit.ly/CatholicInsurance Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Chapters:Introduction to Catholic Order of Foresters: (0:00 - 1:33) History and Founding (1883): (1:33 - 5:08) Fraternal Structure and Membership: (5:08 - 8:44) The Fraternal Legacy Rider & Charity: (8:44 - 10:33) Community Events and Scholarships: (10:33 - 12:17) Mortality and Financial Ratings: (12:17 - 14:48) Policy Overview (Term & Whole Life): (14:48 - 18:16) Amazing Policy Flexibility: (18:16 - 29:00) 1035 Exchanges & Universal Life Concepts: (29:00 - 31:07) Whole Life Mechanics and Cash Value: (31:07 - 37:03) Policy Flexibility (Skipping Premiums/PUAs): (37:03 - 48:15) Chronic Illness Riders & Final Thoughts: (48:15 - 52:41) DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Frank LaRosa has been in this business for thirty-two years and he says he has never seen deals like this. Frank opens by explaining why he cannot see how financial advisor transition deals get any more lucrative than they are right now. Stacey backs that up with the numbers, pointing out that deals sitting at 100 percent of trailing twelve or 100 basis points today were only 40 or 50 just four or five years ago. That is not an opinion, it is math. From there, the conversation turns personal. Frank talks candidly about being in his mid-fifties and watching people his age face serious health scares or pass away without warning. That perspective drives his argument for why advisors with real practices should think seriously about taking chips off the table now, without selling their business, especially since transitions have become dramatically faster than they used to be. Frank also raises a fear a lot of advisors quietly carry, the worry that a new firm could eventually get acquired by the same company they left. Stacey breaks down why advisors still come out ahead in that scenario, since negotiating a move almost always comes with a lower cost of affiliation and a higher payout, meaning the money is already in the bank regardless of what happens years down the road. The episode wraps with a challenge Stacey poses directly, does your family or your spouse actually know about the decision you are making to stay put. Frank follows it up with a story from his branch manager days about closing deals over dinner with a recruit's spouse and why staying exactly where you are is still a decision that deserves a real conversation at home, not silence.   Questions answered in this episode include: Why are financial advisor transition deals at an all-time high right now? What does it mean to take chips off the table without selling your practice? Why is choosing to stay at your current firm still considered a decision? Should advisors worry about their new firm getting acquired down the road? How fast can financial advisors realistically transition their book of business? Why do family conversations matter when deciding whether to move firms? Is complacency costing financial advisors real money right now?   Chapters: 00:52 Introduction: This Market Won't Last Forever 02:54 Why Advisor Deals Are at an All-Time High 04:27 Mortality, Chips Off the Table and Taking Action Now 07:52 Choosing to Stay Is Still a Decision 10:58 The Risk-Reward Gap Advisors Are Ignoring 14:06 Your Head Is in the Sand 18:13 The Family Conversation Every Advisor Needs to Have 23:23 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartne

AI can crunch a portfolio, harvest losses, and explain an investment concept in seconds. But can it stop a nervous investor from selling at exactly the wrong moment—or understand the life behind the spreadsheet?Tom and Don test the robot-advisor promise, even asking ChatGPT to weigh in. The verdict is a useful division of labor: let technology handle repeatable mechanics, while human judgment, fiduciary responsibility, and behavior coaching remain hard to automate.Then the questions get wonderfully strange: whether a 0.70% advisory fee earns its keep, how a concentrated tech fund hides risk behind a huge return, whether a $100 million Bitcoin Roth story adds up, and how to invest an inherited account.00:00 Are AI advisors coming for financial planners?03:06 ChatGPT offers its own cautious verdict04:14 Where automation helps—and where humans matter09:36 What investors should ask their advisory firms12:10 Is a 0.70% advisor fee earning its keep?16:50 The concentrated tech fund with a dazzling record21:12 A purported $100 million Bitcoin Roth25:22 Building an inherited-account portfolioQuestions? Comments? Click!

Financial advisors are being pitched new AI tools almost every day.The promise is simple: more automation, better client service, and fewer hours buried in administrative work.But adding AI to a fragmented technology stack doesn't automatically make your business smarter. If your client data is incomplete, trapped inside disconnected systems, or flowing through tools you haven't properly vetted, AI may amplify the problems you already have.Today, I'm talking with Triad's Chief Technology Officer, Quin Kilgore, to explore why the next era of advisor technology won't be won by the firm with the most software.We discuss why the tools that helped build your firm may not be the tools that carry it forward, where convenience can create hidden compliance risks, and how AI could reshape everything from marketing attribution and advisor coaching to client events and everyday operations.3 Insights From This Week's Episode…#1.) The Hidden Risk Beneath Every AI Tool Advisors tend to focus on what a new AI tool can do. But the bigger risk may be hiding in incomplete client records, fragmented systems, and unclear data policies. We explore why AI adoption can make weaknesses in your firm's foundation much harder to ignore.#2.) Why Today's Tech Stack May Become Tomorrow's BottleneckFor years, advisory firms built their businesses around software that was expensive to customize and painful to replace. Quin explains how quickly that equation is changing, and why advisors may need to reconsider what a “core” technology system even looks like.#3.) The Client Intelligence Advisors Are Leaving BehindYour client conversations contain far more valuable information than a traditional fact finder can capture. We explore what becomes possible when that information can be organized, understood, and used throughout the firm.INTERESTED IN TRIAD'S AI MASTERMIND?Triad's AI Advisor Lab, led personally by Michael Hyatt, is built for financial advisors who want to cut through the hype, apply AI more effectively, and stay ahead as the industry evolves. Apply here to see if the mastermind is the right fit for your firm: https://bradleyjohnson.com/178-ai-advisor-labSHOW NOTEShttps://bradleyjohnson.com/178FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265629240See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What Is the Retire Sooner Method? & Can You Retire Without Touching the Principal? How do you retire sooner, increase your happiness, and ensure you never run out of money? In this episode, Wes Moss breaks down the Retire Sooner Method—your ultimate retirement happiness GPS. Just like navigating an unfamiliar city, navigating retirement without a map guarantees you'll get lost. Wes shares the 5 essential steps to build a guided blueprint, maximize your financial freedom, and dramatically reduce money anxiety. Later in the episode, Wes tackles a major fear shared by almost every new retiree: touching the principal. Through a real-life client story, he explains how to bridge your income gap using dividend yields and the famous "4% Rule" so you can protect your hard-earned nest egg and retire with peace of mind. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 21, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.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. Visit megaphone.fm/adchoices

A profitable med spa can still be hard to scale, and even harder to sell. When the owner is responsible for every major decision, key patient relationships, team oversight, and day-to-day problem solving, the business carries more risk than the financials may initially show.  In this episode, I sit down with Annie Robertson Hockey, president of Skytale Group, to talk about what makes a medical aesthetics or wellness practice more valuable over time. We cover owner dependence, scalable systems, clean financial reporting, revenue concentration, team incentives, and the operational work that gives practice owners more options as they grow.  A Valuable Practice Can't Depend on One Person  Many practice owners become the center of the business without realizing how difficult that makes the next stage of growth. They approve the decisions, solve the team problems, manage important relationships, and step in whenever something breaks. That may work for a period of time, but eventually the owner becomes the bottleneck.  Start paying attention to where the practice still relies heavily on you. Which decisions come back to your desk? Which patients only want to see you? What happens when you take a week off? Those questions matter whether you are thinking about a future exit, adding locations, or simply trying to create more space in your own role.  From a buyer's perspective, owner dependence is risk. From an operator's perspective, it also limits how much the practice can handle without adding more stress at the top.  Build Systems Before Growth Exposes the Gaps  A process that works for one location or a small team may fall apart at twice the volume. Practice owners need to look ahead and ask whether the current operation could support two, five, or even 10 times the activity without creating chaos.  That means taking a closer look at the parts of the business that affect consistency, risk, and repeatability:  Reduce dependence on a single provider, location, treatment, or revenue stream  Document the operational systems that drive consistent patient experiences  Track where new patients come from instead of relying on assumptions about marketing performance  Build HR and sales processes that can function without constant owner involvement  Review key performance indicators over time instead of reacting to isolated monthly results  Automate repetitive processes when technology can improve consistency and reduce administrative burden  Assign clear ownership to major functions across the team  Pick an area that is creating friction, give it focused attention, and improve the process before moving on to the next one. A quarter spent strengthening one important function can be far more productive than trying to fix 10 things at the same time.  (00:07:54) Framework for expansion and exit (00:10:25) Building enterprise value (00:16:48) Thinking in scalable systems (00:20:37) Managing revenue concentration risk (00:24:44) Defining clean financial data and metrics (00:37:20) Tying incentives to controllable actions (00:42:51) Managing HR and sales processes  Your Financial Reports Should Help You Explain the Business  Clean financials are not just about accurate bookkeeping. You should be able to look at your reports, identify the major trends, and explain what is driving the numbers. A buyer will want to understand whether growth came from a stronger marketing cohort, a new provider, one unusually productive location, a change in treatment mix, or something else entirely. You should want that same clarity as the owner. Without it, you are making decisions based on a snapshot instead of understanding how the business is actually changing.  This is where trend analysis and a focused set of key performance indicators become useful. Track the metrics that help you make decisions, review them consistently, and stop collecting data simply because you can. More reporting does not automatically create better management.  The Team Has to Be Able to Carry More of the Business  Scaling exposes team issues that are easier to work around when the practice is smaller. Hiring, training, performance management, HR processes, and incentive plans all need more structure once the owner can no longer oversee every interaction. Pay particular attention to incentives. Employees should be rewarded for outcomes they can actually influence, with clear expectations and measurable responsibilities behind the plan.   As the practice matures, capable leaders, documented processes, reliable financials, and a team that can operate without constant owner involvement make the business easier to expand, easier for a buyer to evaluate, and less dependent on you. Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence.  Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.  Connect with Shannon: Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/  The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here.  About Annie Robertson Hockey:  Annie Robertson Hockey is the President of Skytale Group, a boutique investment banking, management consulting, and private capital firm. Prior to Skytale, Annie co-founded and served as co-CEO of Column, a nationally chartered infrastructure bank, where she currently serves as an Advisor and Board Member. She previously worked at Bain & Company, Goldman Sachs, and was an early employee at several Silicon Valley startups. Annie graduated with honors from both Stanford University and the Stanford Graduate School of Business, where she was an Arjay Miller Scholar. She also serves on the board of a nonprofit focused on remediating youth economic inequality and advises the Stanford Technology Ventures Program and Stanford Women in Tech Entrepreneurship, supporting the development of female leaders.  Connect with Annie and Skytale Group:  Website: www.skytalegroup.com  Email: info@skytalegroup.com  Phone: (945) 235-7850 

Stijn Schmitz welcomes back Steve Hanke back to the show. Steve Hanke is a Professor of Applied Economics at Johns Hopkins University. Hanke highlights the two major wars—the U.S.-Israel conflict with Iran and the Ukraine war—as critical disruptors of global commodity flows. He notes that the Strait of Hormuz is effectively closed, with Iran controlling it, and the Houthis threaten the Red Sea chokepoint, severely constricting crude and refined product supplies. Russia's cutoff of diesel exports and domestic fuel shortages compound the strain. Oil markets are in backwardation, with spot prices above futures, signaling dangerously low inventories that have cushioned prices so far but are nearing depletion. Hanke warns that once physical inventories run out, oil prices could spike dramatically, potentially later this summer. He advises going long on oil, especially major producers, as a straightforward trade for most investors. On gold, Hanke maintains a bullish outlook, projecting a peak around $6,000 per ounce based on historical ratios to real disposable income. He attributes recent pullbacks to dollar strength and rising interest rates but sees central bank buying as a fundamental driver. He also discusses the pressure on the Fed to monetize debt, which could fuel inflation and support gold. The conversation shifts to the broader commodity supercycle, fueled by deglobalization, underinvestment, and the need for larger precautionary inventories. Copper and tungsten are identified as clear bullish plays due to supply deficits. Hanke notes that high diesel prices are squeezing mining and agriculture, potentially raising output prices. He also touches on dollarization, recommending developing countries adopt the U.S. dollar to expand its use rather than de-dollarize. The interview concludes with Hanke emphasizing the importance of money supply growth as the key determinant of nominal GDP and inflation. Timestamps: 00:00:00 – Introduction 00:01:05 – Key Developments on Radar 00:04:58 – Oil Predictions vs Reality 00:10:53 – Inventory and Flow Analysis 00:14:40 – Crack Spreads and Refining 00:16:27 – Demand Destruction Dynamics 00:20:51 – Anticipated Oil Price Spike 00:22:32 – Long Oil Opportunity 00:27:37 – Gold Bull Market Outlook 00:29:38 – Central Bank Buying Drivers 00:45:54 – Concluding Thoughts Guest Links: X: https://x.com/steve_hanke Website: https://thegoldsentimentreport.com Amazon Book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260 Amazon Book: https://www.amazon.com/Capital-Interest-Waiting-Controversies-Additions/dp/3031633970 E-Mail: mailto:hanke@jhu.edu Steve H. Hanke is a Professor of Applied Economics and Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is a Senior Fellow and Director of the Troubled Currencies Project at the Cato Institute in Washington, D.C., a Senior Advisor at the Renmin University of China's International Monetary Research Institute in Beijing, a Special Counselor to the Center for Financial Stability in New York, a contributing editor at Central Banking in London, and a regular contributor to the Wall Street Journal's Opinion pages. Prof. Hanke is also a member of the Charter Council of the Society of Economic Measurement and of Euromoney Country Risk's Experts Panel. In the past, Prof. Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a Member of the Governor's Council of Economic Advisors in Maryland in 1976-77, as a Senior Economist on President Reagan's Council of Economic Advisors in 1981-82, and as a Senior Advisor to the Joint Economic Committee of the U.S. Congress in 1984-88. Prof. Hanke served as a State Counselor to both the Republic of Lithuania in 1994-96 and the Republic of Montenegro in 1999-2003. He was also an Advisor to the Presidents of Bulgaria in 1997- 2002, Venezuela in 1995-96, and Indonesia in 1998. He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia-Herzegovina, Ecuador, Lithuania, and Montenegro. Prof. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia. Prof. Hanke has been awarded honorary doctorate degrees by the Bulgarian Academy of Sciences, the Universität Liechtenstein, the Universidad San Francisco de Quito, the Free University of Tbilisi, Istanbul Kültür University, Varna Free University, and the D.A. Tsenov Academy of Economics in recognition of his scholarship on exchange-rate regimes. Prof. Hanke and his wife, Liliane, reside in Baltimore and Paris.

The guest host for today's show is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns. His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET.  Brad is first joined by the NRDC's Bob Deans to discuss the wildfire smoke and extreme heat sweeping across the U.S., and how it's been made worse due to human-caused climate change. They also talk the environmental impacts of data centers, the Trump administration trying to strip away protections for endangered species, and how the NRDC is fighting that move in court. Then, Brad interviews Jack Hanna, Advisor for the Coalition for the National Infrastructure Bank. Jack details where the idea for a national infrastructure bank came from, the two other times it's been used in American history, why it's so badly needed, and how it could create 25 million U.S. jobs over ten years. The website for the NRDC is www.NRDC.org and the website for the Coalition for the National Infrastructure Bank is www.nibcoalition.com. Brad is on the National Journal's panel of political insiders, is an American political analyst for The Times of India TV, and is a national political analyst for WGN TV and Radio in Chicago and KNX Radio in Los Angeles. Brad also writes a political column every Sunday for 'The Hill.' You can read his new Substack called, 'The Bannon Ballot Blast,' at www.bradbannon.substack.com. His handle on BlueSky is @bradbannon.bsky.social.

Jonathan Healey, The Blazing World: A New History of Revolutionary England, 1603–1689. The focus shifts to Charles I and his favorite advisor, the Duke of Buckingham. In a bizarre 1623 incident, Charles and Buckingham traveled in disguise to Madrid to secure a marriage with the Spanish Infanta, hoping to gain wealth and influence. The mission was a humiliating failure, leading to a shift toward war with Spain. James I ended his reign ill and disillusioned as his peaceful foreign policy collapsed. Upon his death in 1625, the 24-year-old Charles I inherited a massive debt of one million pounds, forcing an immediate and fractious confrontation with Parliament. (2)22642

A great conversation with Brett Kaufman An advisor, investor, creator I've learned a lot from our conversations

Episode 368 – What Every Advisor Gets Wrong About Scaling Are you growing your practice, or just staying busy? In this episode of the Magellan Network Show, Coach Joe Lukacs breaks down the strategies that separate advisors who scale from those who plateau. Joe dives into one of the most overlooked growth levers in the industry: standards. Specifically, the minimums, floors, and revenue benchmarks that define whether your practice is truly built to grow or quietly shrinking. In this episode, you'll learn: • Why being "comfortable" is one of the most dangerous places to be in this business • The difference between tactical and strategic growth and which one you need to scale • How to set firm floors and personal minimums based on revenue (not AUM) • Why dead money and dormant accounts are liabilities, not assets • How to segment your client book every 12 months to protect your profits • The mindset shift required to go from $1M to $3M+ in top-line revenue • Whether you're running a half-million-dollar practice or a multi-million-dollar operation, the principles in this episode apply to you. It's not about working harder. It's about building the right systems, standards, and identity to support the next level of your business. Next week: Joe reveals one of the biggest psychological traps advisors fall into when deciding whether to scale.

A client once told Stacey Frank he was losing $20,000 a day by doing nothing. That number changed the whole conversation. Frank and Stacey open by unpacking a real story from one of Stacey's clients, a junior partner at an independent firm stuck with outdated technology, a flat payout and a senior partner unwilling to change. When Stacey ran the math with him, the true cost of staying became impossible to ignore and complacency became the real competitor in the room. From there, the conversation shifts into something more personal. Frank references a recent story about an advisor in his fifties, a founder of a respected RIA, who passed away suddenly. That story becomes the jumping-off point for a bigger conversation about financial advisor transitions, why payouts and transition deals are at an all-time high right now and why waiting to explore your options carries real risk. Frank also breaks down dual monetization, a concept he has trademarked, where advisors sell their practice to a W2 firm, keep running the business, grow it further and then sell it again years later. He walks through real-world numbers, including a three-million-dollar producer who turned a transition deal into twelve million dollars upfront while still earning over a million dollars a year running the business. The episode wraps with a challenge every advisor needs to hear. Staying exactly where you are is still a decision and it is one that deserves the same scrutiny advisors give their own clients every single year.   Questions answered in this episode include: What is complacency actually costing financial advisors every day? Why are transition deals and payouts at an all-time high right now? What is dual monetization and how does it work? Should advisors consider moving from a 1099 practice to a W2 firm? How do advisors calculate the true cost of staying at their current firm? What happens to a financial advisor's practice valuation if something happens to them unexpectedly? Why is making no decision still considered a decision?   Chapters: 01:04 Introduction: Complacency Is Costing You More Than You Realize 02:11 The $20,000-a-Day Wake-Up Call 05:27 When an Advisor's Death Changes the Conversation 08:19 Why Transition Deals and Payouts Are at an All-Time High 09:57 The W2 Acquisition Trend Advisors Aren't Talking About 14:39 Introducing Dual Monetization 17:06 Why Staying Put Is Still a Decision 18:16 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

How will financial advisors grow their businesses in a digital-first world?   In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today's clients actually search for advice.   If you've ever wondered whether referrals alone are enough—or how to adapt your strategy for the next generation of investors—this episode offers a fresh perspective. In this episode, we discuss: Why traditional referral-based growth may not scale The growing influence of digital-first client behavior How AI can help advisors define and target ideal clients The concept of a repeatable "growth engine" for advisory firms Balancing innovation with compliance in a regulated industry What the next generation of advisors is doing differently Whether you're an independent advisor or part of a growing firm, this conversation will help you rethink how you approach growth in a rapidly evolving landscape.   Subscribe for more conversations on financial planning, markets, and the future of advice.   Vast Advisor website: VastAdvisor | AI Client Acquisition for Wealth Managers & RIAs Vast Advisor LinkedIn: https://www.linkedin.com/company/vastadvisor Ian's LinkedIn: Ian J. Karnell | LinkedIn Chris's LinkedIn: J. Christopher Boyd | LinkedIn   #FinancialAdvisors #WealthManagement #RIA #AdvisorGrowth #PracticeManagement #AIinBusiness #FinancialPlanning #Leadership  

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA   Learn more about your ad choices. Visit megaphone.fm/adchoices

A round-up of the main headlines in Sweden on July 15th 2026. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter and producer: Michael Walsh

Mitchell Clinton joins Jeremy and Joe to analyze the Winnipeg Jets' offseason and the trade speculation surrounding star goaltender Connor Hellebuyck. They examine Hellebuyck's potential fit with the Sabres and discuss news of Steve Yzerman transitioning to an advisor role in Detroit and his relationship with Dylan Larkin. 01:00 - Mitchell Clinton On Winnipeg Jets 04:57 - Hellebuyck Trade Speculation 14:14 - Evaluating Hellebuyck's Performance 17:43 - Sabres Trade Deadline Outlook 21:19 - Steve Yzerman News Update

CPI - Breadth falling...good for no hike? Maybe a cut?Strait of HormuzYield Curve - risingBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

How can we change the narrative about what it means and what it takes for people to be safe? How can we restore the protections of citizens from the harm and violence caused by the state? How can academic research lead to real change?In this series on healthcare and social disparities, Dr. Jill Wener, a board-certified Internal Medicine specialist, anti-racism educator, meditation expert, and tapping practitioner, interviews experts and gives her own insights into multiple fields relating to social justice and anti-racism. In this episode, Jill interviews Dr. Terence Keel, author of Divine Variations: How Christian Thought Became Racial Science.They dive into his research around falsified death reports for people that were killed by state or police violence during arrests or while in custody. Listen as they discuss how there are committed communities who have been doing this activist work, who are already doing it, and the importance of getting more people in numbers to build power to make real change.Dr. Terence Keel is a Professor at the University of California, Los Angeles in the Department of African American Studies and the UCLA Institute for Society and Genetics. He also directs the UCLA Lab for BioCritical Studies and serves as the Advisor for Structural Competency and Innovation for the UCLA Simulation Center at the David Geffen School of Medicine. After earning a BA in Theology from Xavier, he received a Master of Theological Studies from Harvard Divinity School and completed a PhD from Harvard University working with the Committee on the Study of Religion, the Department of the History of Science, and the Department of African American Studies.LINKSwww.terencekeel.com**You can learn more about Dr. Wener's coaching, EFT/Tapping and meditation offerings at www.jillwener.com, and you can learn more about her online social justice course, Conscious Anti Racism: Tools for Self-Discovery, Accountability, and Meaningful Change at https://theresttechnique.com/courses/conscious-anti-racism.If you're a healthcare worker looking for a CME-accredited course, check out Conscious Anti-Racism: Tools for Self-Discovery, Accountability, and Meaningful Change in Healthcare at www.theresttechnique.com/courses/conscious-anti-racism-healthcareFollow her on:Instagram at jillwenerMDLinkedIn at jillwenermd

The 200-Hour Friendship Rule & Are Financial Advisors Worth It? Making friends as an adult is harder than ever – but just how much time does it actually take to build a close friendship? In this episode, Wes Moss discusses the growing friendship gap in America and the surprising research behind forming meaningful connections. A study from the University of Kansas found that becoming a close friend takes far more intentional time than most people realize. Wes explains why friendships become more difficult to maintain as we age and what you can do to build and preserve strong relationships throughout life. Plus, are financial advisors really worth the cost? With about half of pre-retirees working with an advisor and half managing on their own, Wes breaks down who can benefit from professional financial guidance—and who may not need it. From investing and tax planning to estate and family considerations, learn when financial advice can add real value. Mentioned on the show:  Early Mortgage Payoff Calculator - Clark Howard  Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 14, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.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. Visit megaphone.fm/adchoices

The leadership skill that changes everything Special guest Amy Holloway explores how trust shapes thriving communities, effective leadership, and long-term economic growth. Drawing from interviews with leaders across the United States, Amy shares the simple but powerful behaviors that build trust, strengthen collaboration, and create meaningful change – whether in organizations, neighborhoods, or entire cities. Together, Amy and Ann discuss the leadership traits that foster connection, the behaviors that erode trust, and why building community starts with intentional relationships. “Trust-building is within everyone’s power.” – Amy Holloway Time Stamps for Trust Builders: Leadership That Creates Change with Amy Holloway (305) 00:15 Importance of establishing trust in communities 07:32 Trust breakers vs. trust builders 14:18 Characteristics of effective community leaders 19:52 Insights from interviews with local leaders 25:33 Crisis management and community recovery About our Guest – Amy Holloway, President of Aha! Amy Holloway is the president of Aha!, an economic development consultancy specializing in strategic planning, and a practitioner-in-residence with Harvard Kennedy School's Reimagining the Economy Project. Over a 30-year career, she has helped more than 200 places design strategies for long-term economic growth and community prosperity. A retired partner at Ernst & Young and leader of the firms national economic development practice, Amy previously founded and led Avalanche Consulting, one of the nation's leading strategic planning firms. With her upbeat, welcoming style, she brings local leaders together through conversations that spark “aha!” moments and shared action. Her new #1 bestselling book, Trust Builders: The Key To Thriving Communities, is the culmination of Amy’s career-long belief that trust among local leaders is the single most powerful force shaping thriving communities. Amy lives in Asheville, North Carolina. In her free time, she enjoys hiking, painting, and teaching Pilates. Resources for Trust Builders: Leadership That Creates Change with Amy Holloway (305) Trust Builders: The Key to Thriving Communities – Get your copy of Amy’s book today!! Aha! Advisor – Aha! is where leaders unite to make a lasting impact, learn more Trust Strengths Assessment – Take your assessment here!! Reimagining the Economy Project, Harvard Kennedy School – Rohan Sandhu, Tony Ditta, Monserrat Magana Ocana The Social Capital Atlas – Raj Chetty, Matthew O. Jackson, Theresa Kuchler, Johannes Stroebel. Abigail Hiller, Sarah Oppenheimer * The Opportunity Insights Team Beyond Attachment Styles course is available NOW!   Learn how your nervous system, your mind, and your relationships work together in a fascinating dance, shaping who you are and how you connect with others. Online, Self-Paced, Asynchronous Learning with Quarterly Live Q&A’s! Earn 6 Continuing Education Credits – Available at Checkout As a listener of this podcast, use code BAS15 for a limited-time discount.     Get your copy of Secure Relating here!!

Psychic Debbie will be giving Predictions around Full Moon In Aquarius July 29th 2026, World Predictions, economy, weather, Good News. Psychic Debbie is not A financial Advisor or a DR. If you enjoyed this video and would like to make a donation, please use the following link. Thank You. https://psychicdebbie.com/donations/ ENTERTAINMENT ONLY Debbie's Links= https://linktr.ee/psychicdebbiegriggs email= photopsychicdebbie@gmail.com email= ghosthuntinggrandmas@gmail.com June To December 2026 Global Predictions Purchase: https://psychicdebbie.podia.com/ Debbie's P.O. Box: P.O. Box 5882, Oxnard, CA 93031, or for street addressing: 1961 N. C Street, #5882, Oxnard, CA 93031

In this episode of the Sandals Palmcast, host Randi West sat down with Adam Anderson, CEO and Lead Travel Advisor of VibeGetaways and a Chairman's Royal Club Diamond Elite member. Adam shared insights from his unique perspective as a travel advisor, loyal guest, and group host on the brand, discussing the rise of passion-driven travel, bringing different hobbies into play, including pickleball, golf and scuba. Throughout the episode, he shared how advisors guide travelers toward the right Sandals or Beaches resort, why room categories can have a major impact on the vacation experience, and how personalized planning helps match guests with the experiences that best fit their travel style. From group travel trends and family vacations to luxury accommodations and unforgettable Caribbean escapes, Adam offered an inside look at the evolving role travel advisors play in creating meaningful and memorable vacations.

Destaney sits down with BTR Media's newest product manager, Lucas Seeley, who started his career bartending at a Penn State hotel and ended up as an intern at Flywheel Digital before he turned 20. They talk about how he taught himself to build AI-powered tools before most people knew what an agent was, what he's already seeing inside Nexus that he wants to fix, and where he thinks AI should never be the one making the call.Connect with Lucas on Linkedin: https://www.linkedin.com/in/lucas-seeley-b92935217/ Connect with Destaney on Linkedin: https://www.linkedin.com/in/destaney-wishon/

Mid-TermUS DollarKospiBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Oil - doing what I said it might doCPI - deceleration...should not be a surpriseConcentration - we don't have that concentrated of a market. Stop listening to the media. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Over the last decade, the number of drug candidates entering development has doubled, yet the number of successful drug approvals remains flat at ~50 per year.This week, we sit down with Formation Bio founder and CEO Ben Liu. His company has raised more than $600 million to build what he hopes will become the first new enduring pharmaceutical company in decades, powered by AI. Ben explains why he believes clinical development, not drug discovery, is becoming the industry's biggest bottleneck, and how AI could fundamentally change the economics of bringing new medicines to patients.We cover:Why there hasn't there been a big pharma company created since the 1980sWhich drug categories Ben believes could become the next GLP-1s and reshape healthcareWhy Formation Bio chose to become a pharmaceutical company instead of selling softwareThe real bottleneck in bringing medicines to patientsBen's roadmap for how AI will transform drug development over the next 10 to 20 yearsAbout our guest:Ben Liu is the co-founder and CEO of Formation Bio. He received his DPhil at Oxford as a Rhodes Scholar, leveraging machine-learning, AI, and big-data to develop diagnostics and therapeutics for Parkinson's and Alzheimer's disease. During his graduate work, he observed the way clinical trials bottlenecked the development of new treatments for patients, compelling him to start Formation Bio.Before Formation Bio, Ben graduated from Yale where he was awarded the college's highest honor at graduation and received his MPhil with distinction in Computational Biology from the Department of Applied Mathematics and Theoretical Physics at Cambridge as a Paul Mellon Fellow. Ben also serves as an Advisor to Harvard Business School's MS/MBA Program in Biotechnology.—

Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement.

MeidasTouch host Ben Meiselas and Platypus Economics host Justin Wolfers report on Donald Trump's Fed Chairman Kevin Warsh flipping on him an revealing himself to be the “interest rate hawk” he always was and not the “dove” that Trump had in Jerome Powell. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a special edition of LIFTS x Athletech, where we explore the future of fitness, wellness and human performance. Recorded LIVE at Athletech in New York, hosts Matthew Januszek and Mohammed Iqbal are joined by five industry leaders to discuss how the world's leading fitness brands are adapting to one of the fastest periods of change the industry has ever experienced. As consumer expectations evolve and AI, education, technology, partnerships and community continue to reshape the market, today's operators are rethinking everything from group fitness and member engagement to talent development and business strategy. Joining the discussion are Joella Hopkins, Executive Vice President, Group Fitness at EōS Fitness; Lauren Maffei, Senior Director of Business Development & Partnerships at Purpose Brands; Warren Heffelfinger, CEO of ISSA; Pete Moore, Advisor to the Health, Active Lifestyle and Outdoor (HALO) sector; and Natalia Karbasova, Founder of FitTech Club. Joella explains how EōS has reinvented group fitness by bringing boutique-style experiences into the HVLP model, why live instructors remain essential, and how innovative programming is attracting younger generations. Lauren discusses how strategic partnerships are helping brands extend beyond the gym, strengthen member loyalty and create new revenue opportunities. Warren shares why the industry's biggest challenge isn't a shortage of trainers but developing better ones, why soft skills matter more than ever, and how AI is transforming education rather than replacing coaches. Pete introduces the HALO sector, explains why fitness should think bigger than traditional gyms, and shares his vision for creating stronger partnerships across the entire health and wellness economy. Natalia explores the global FitTech ecosystem, startup innovation, investment trends and the technologies shaping the future of health and fitness. Together, they explore how the industry's leading brands are responding to rapid change and what operators can do to build more resilient, innovative and future-ready businesses. In this episode, we cover: How the best fitness brands are adapting to industry change The evolution of group fitness and boutique experiences Strategic partnerships that drive growth AI, education and the future of coaching Why soft skills remain fitness's greatest competitive advantage The rise of the HALO sector and cross-industry collaboration Emerging FitTech trends and investment opportunities Practical leadership lessons for fitness operators

I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment. It's something I call the momentum trap. At 62, every single signal tells you to keep going, and almost nobody sees it coming until it's too late to get those years back. This video is what I tell every client who walks in at 62, the trap, the blind spots, and how to actually manage what comes next. We're going to cover: - the momentum trap that convinces smart, disciplined people to keep working long after they don't need to- why delaying Social Security to 70 could quietly force a 7.5 percent withdrawal rate the moment you retire- the life insurance policy from your 30s you're probably still paying for and don't need anymore- what a long term care event does to your spouse after you're gone, even with a healthy portfolio- the tax planning window that opens the year you retire and closes faster than you think- why the clients I think about most aren't the ones who ran out of moneyLearn the tips & strategies to get the most out of life with your money.--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

[REBROADCAST FROM July 5, 2025] Author Zaakir Tameez talks about his new biography, Charles Sumner: Conscience of a Nation. Sumner was a fierce abolitionist and statesman from Massachusetts who was a pivotal advisor to President Lincoln and an influential force during the Civil War. Image courtesy of Brady-Handy Photograph Collection via Wikimedia Commons Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Qahir Dhanani is a Managing Director and Partner at Boston Consulting Group, where he leads engagements with multilateral and international financial institutions, as well as with donor and philanthropic agencies. Prior to joining BCG, Qahir held senior positions at the World Bank, including Advisor to the CEO, and began his career at the Aga Khan Development Network. Born in Kenya and raised in Canada, Qahir brings a deeply international perspective to his work on development finance, institutional reform, and global governance. He joined us for this conversation in a personal capacity. We open by exploring Qahir's personal journey into the world of multilateralism, shaped by his family's move from Kenya to Canada at the dawn of the first Gulf War. From there, we ask Qahir to define multilateralism beyond the summits and headlines, and he makes the case that international cooperation quietly underpins the mundane parts of everyday life - from telecommunications to air travel. We trace the evolution of multilateral institutions across decades of geopolitical change & discuss why today's talk of institutional gridlock echoes tensions the system has weathered before, from the Cold War to the end of globalization's heyday.The conversation turns to the concept of "variable geometry" and the growing role of coalitions of small & middle powers in tackling shared challenges, from digital governance to AI regulation. We explore Qahir's co-authored article in Devex on the priorities facing the incoming UN Secretary-General, discussing the difference between acting as a custodian versus an architect of the institution, and what it will take to rebuild trust with citizens, politicians, and UN staff alike. Qahir also shares a memorable analogy about institutional "salamander rules" to explain how bureaucratic processes calcify over time and how AI could help institutions become faster & leaner without abandoning the safeguards that matter. We close by discussing how the private sector's relationship with multilateral institutions is shifting from transactional to collaborative, and why the next wave of innovation and investment opportunity lies in Africa.*****Qahir DhananiBCG: https://www.bcg.com/about/people/experts/qahir-dhanani LinkedIn: https://www.linkedin.com/in/qahir *****Mihaela Carstei, Paul M. Bisca, & Johan Bjurman Bergman co-host F-World: The Fragility Podcast. X: https://x.com/fworldpodcastInstagram: https://www.instagram.com/fworldpodcast/Website: https://f-world.orgMusic:"Tornado" by Wintergatan. This track can be downloaded for free at www.wintergatan.net. Video editing by: Alex Mitran - Facebook (facebook.com/alexmmitran), X (x.com/alexmmitran),or LinkedIn (linkedin.com/in/alexmmitran)EPISODE RESOURCES:Qahir Dhanani, Jim Larson, “Thenext UN chief must architect a new era of multilateralism,” DEVEX, March 11, 2026https://www.devex.com/news/the-next-un-chief-must-architect-a-new-era-of-multilateralism-112027TIMESTAMPS:00:00:00 Intro00:01:20 Qahir's background00:03:45 What is multilateralism & what has it brought us?00:08:07 Responding to the critique that multilateral institutions are stuck in the past00:12:42 Is globalization the driving force of multilateralism: Variable geometry and coalitions00:14:54 The cost of systemic fragmentation00:17:45 Sovereignty vs. shared benefit – the case for mini-lateral cooperation00:21:09 Digital sovereignty & the case for global AI governance00:25:22 Custodian vs. architect: what the next UN Secretary General must be00:29:30 Reform, modernization, & representation – the challenges ahead00:34:58 Rebuilding trust & cutting through institutional bureaucracy00:40:21 Using AI to streamline institutions without cutting corners00:43:07 What does the private sector want from multilateral reform?00:48:14 Public-private partnership in practice00:51:01 Innovation & investment opportunities beyond Europe and the US00:55:05 Advice for the next UN Secretary-General

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we talk about firing your advisor at retirement. It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

Start Your Transformation Now⁠  You're already thinking, “What is my greatest advisor?” Let me get to the point and be blunt, your own death is your greatest advisor. We, humans, spend a large part of our lives avoiding the one thing that is inevitable in our lives, our own transition of the planet, or what we call death.The truth is this, when we embrace the totality of our being and we accept our “death” we can then use it as our “life advisor” and we can use it to understand what's important to us and how best to live our lives. Most of us persist in seeing our lives from the smallest “part” of ourselves and that keeps us blind. Listen, apply, and enjoy!  Transformational Takeaway  How would your ascension advise you? Let's Connect:  ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠YouTube⁠ | ⁠LinkedIn⁠  LIKED THE EPISODE?  If you're the kind of person who likes to help others, then share this with your friends and family. If you have found value, they will too. Please leave a review on ⁠Apple Podcasts⁠ so we can reach more people.  Listening on ⁠Spotify⁠? Please leave a comment below. We would love to hear from you!  With gratitude, Jim 

Yemisi Egbewole, Democratic strategist, founder of Podium Strategies, and former Chief of Staff and Advisor to the Biden White House Press Office, joined us on the Guy Benson Show today to discuss the ouster of Graham Platner, the former Democratic candidate for Senate in the state of Maine. Platner suspended his campaign after a number of sexual abuse and assault allegations arose, and Egbewole detailed why she's been "waving the red flag" against Platner for longer than most. Egbewole expressed her disappointment in the Democratic party and their ignoring of clear character flaws in Platner, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Connection is your greatest multiplier—if you know how to build it right. Enjoy my conversation with David Homan, CEO of Orchestrated Connecting. 3 takeaways: Connection is built, not found. It starts with curiosity, vulnerability, and showing up consistently. Give first—without keeping score. The best relationships aren't transactional… they're intentional. Gratitude compounds. A simple thank you can strengthen a relationship for a lifetime. Most people focus on outcomes. The best focus on people. --- A "Connector of Connectors:" David Homan connects people. His primary skill in life is learning about people, helping them reframe and pitch themselves better, and then creating long-lasting relationships based on the premise that for everyone for whom he connects the dots, they would be described as an action oriented, natural giver with high integrity. His book, Orchestrating Connection, published in 2025 is a USA Best-Seller, and his community of over 2300 global "superconnectors" represents family offices, venture capitalists, impact investors, entertainers, athletes, CEOs/Founders, community organizers, and a myriad of other incredible "occupations" that do little to describe how amazing each individual in this community of communities is. He launched his tech company, SOAR Connect in July 2024 and will be bringing out of beta to change the way we build relationships at scale with trust. How David got here: As a prior non-profit CEO, David raised millions for the arts while running a multi-national, multi-million dollar Foundation that survived near total destruction due to Bernie Madoff, and incubated a social impact film company for the Dalio Family Office. His impact advisory firm, Orchestrated Opportunities, partners with family offices, start-ups, funds, and nonprofits to builds new, structured ecosystems of relationships to strategically scale and expand their growth. Focal areas include mental health, health and wellness, climate change, art, philanthropy, social justice, and investing in women, among others. David is a recognized classical composer whose music can be found by saying "Alexa–please play the music of David Homan" with 7 albums and radio play internationally. His latest project is a film/mini-series focused on a composer who loses his mind to Alzheimer's. He serves as an Advisor to NEXUS, the Catalyst Impact Foundation, Regeneration.VC, and as Board Chair of the Arthur Miller Foundation. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with David Homan:Website: www.orchestratingconnection.com Instagram: https://www.instagram.com/the_connection_orchestrator/  LinkedIn: https://www.linkedin.com/in/davidrhoman    *E - explicit language may be used in this podcast.

Danielle DiMartino Booth calls the first FOMC minutes under Kevin Warsh "clean" as most Fed members expressed clear stances on energy's inflationary impact. She discusses where she sees those inflationary pressures hitting Americans the most, from the grocery store to travel costs. As Danielle explains, it likely will lead big banks to lend less money to consumers. She also talks about Warsh's "less is more" approach as Fed Chair. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠https://influentialadvisor.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/gabemcmanus/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Wes tackles the psychological hurdle that many high-achievers face when they finally reach the "Retirement Green Zone." After decades of using hard work, discipline, and ambition to build a nest egg, it can be incredibly difficult to simply turn that drive off. Wes discusses the "ambition guilt" that many retirees feel when they pursue creative hobbies or passions that don't generate a paycheck. Rather than viewing this transition as "lowering" your ambition, Wes argues that the key to a happy retirement is rechanneling that legendary work ethic into areas that feed your soul instead of your bank account. Also, we're in a confusing state of the 2026 economy, where record-breaking corporate data seems at odds with the reality on the ground. While U.S. company profits soared by 26% in late 2025 and nominal GDP has grown significantly since 2019, many consumers are still feeling the weight of high prices. Wes explains how we are living in a "K-shaped" economy and breaks down what these disparities mean for your wallet and how to navigate an environment where productivity is higher than ever, but the benefits aren't being shared equally. Mentioned on the show: How I Became Less Ambitious—and Happier—in Retirement Pension vs Lump Sum Calculator - Clark Howard Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on this July 7th Best Of Wes - Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.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. Visit megaphone.fm/adchoices

On this episode of The Journalism Salute, we're joined by Anita Pinto and Aron Dervishaj. Anita is a speech therapist the advisor to the student newspaper at Urban Assembly Gateway School for Technology in Manhattan at which she started a journalism club. Aron is a student who will be entering 11th grade in the fall (he's wearing a hockey jersey in our cover photo for a reason!). He's been writing for the student newspaper, The Gateway Times.If you are a regular listener, you've hopefully heard our previous interview with Anita and her monthly updates.In this interview, we recapped the school year with Anita and got Aron's perspective on what it's like to be a student journalist with no prior journalism experience. We went through two of Aron's stories and discussed how he got them. We also got some thoughts from Anita on ideas for next year, which will be the third year of the newspaper club.Thanks to Press Pass NYC, a wonderful organization helping advisors start student newspapers in New York City high schools, for connecting us with Anita.Subscribe to our newsletter hereYou can find all our episode guides for teachers and professors here,Please support your local public radio station: adoptastation.org Visit our website: thejournalismsalute.org Mark Simon's website MarkSimonmedia.comMark Simon's LinkedIn: https://www.linkedin.com/in/mark-simon-92355124/Thank you for listening. You can e-mail me at journalismsalute@gmail.com

Did the biggest breakthrough in UFO disclosure just happen?In this episode of UFO WARNING, we examine the explosive allegations made by members of President Trump's UAP advisory team, who claim that major defense contractors may have been operating highly classified alien craft retrieval and reverse-engineering programs for decades. The accusations name aerospace giants including Lockheed Martin and Northrop Grumman, while raising new questions about what the U.S. government—and private industry—may know about non-human technology.

Episode 61: What Is Morse Code? – features James Wades, President of the Morse Telegraph Club and Advisor on Steven Spielberg's Lincoln, exploring the language of dots and dashes. Episode Summary: This episode features a conversation with James, an expert in telegraphy and historical communication infrastructure. Listen as James breaks down what Morse code really is, how telegraphy shows up in early commercial and hidden industrial systems, why efficiency and rhythm patterns matter, how the technology evolved into the internet, and what separates American Morse code from International Morse code.In this episode we discuss:00:36 – Introducing James Wades01:30 – How James Wades became interested in Morse code01:57 – Distinguishing American Morse code from International Morse code02:57 – The common myth of telegraph obsolescence and overlapping infrastructure technologies03:36 – The ubiquity and scale of early telegraphy infrastructure05:12 – The evolution of the technology, commercial advantages, and automatic switching09:36 – How automatic telegraph routing and switching evolved into the Internet11:24 – Public interactions with the telegraph and its invisible commercial industry users15:54 – Walter P. Phillips and the development of Phillips code shorthand17:05 – Using Phillips Code for rapid baseball play-by-play and news reporting21:23 – How Morse code characters are structured as rhythm patterns rather than manual translations24:54 – Efficiency in telegraphy through the disciplined elimination of unnecessary language28:48 – The economics of word-based charging systems30:19 – Understanding telegraphy as a holistic, practiced art form33:36 – Historical myths surrounding telegraph efficiency and the concept of the Victorian Internet36:36 – The distinct design elements and historical adoption of American and International Morse codes42:54 – Resources for learning more: The Morse Telegraph Club and the Long Island CW Club45:54 – ConclusionResources:⁠The Morse Telegraph Club⁠Long Island CW ClubThis episode includes the track 'RSPN' by Blank & Kytt. The song is used under the Creative Commons Attribution 3.0 Unported License. You can find more of Blank & Kytt's music ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠

Mardi 7 juillet, Frédéric Simottel a reçu Philippe Dewost, strategic Advisor chez Jolt Capital, président de Phileos et cofondateur de Wanadoo, Frédéric Simottel, journaliste BFM Business, Clément David, président de Theodo Cloud, Jacques Durand, directeur Stratégie Technique & Grands Contrats de Pathé Cinémas, Kesso Diallo, journaliste BFM Tech, et François Vonthron, cofondateur et CEO de Poppins, dans l'émission Tech&Co Business sur BFM Business. Retrouvez l'émission le samedi et réécoutez la en podcast.

Professor William Taubman, guest author, recounts how, in March 1945, Robert McNamara served on Guam as a statistical advisor to General Curtis LeMay, where he played a pivotal role in shifting B-29 bombing tactics to low-altitude strikes. This strategy led to the devastating firebombing of Tokyo, killing approximately 100,000 civilians and prompting McNamara to later admit that they would have been condemned as "war criminals" had the U.S. lost. This early career highlighted his psychological compulsion to serve strong, demanding men—a trait forged by a cold, distant father and a driving mother who worshiped his brilliance while simultaneously infantilizing him. McNamara at War: A New History (1)1920 HANOI

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Is Social Security really running out? And if changes are coming, what should you be doing now to prepare for retirement? In this episode of Dollars & Sense, Rob Field and Chet Cowart of Nelson Financial Planning break down the latest Social Security Trustees Report and explain what it may mean for future retirees. They discuss why Social Security is not expected to disappear entirely, what could happen if no changes are made, and why it is more important than ever to build a retirement income plan that goes beyond one source of income. Rob and Chet also cover the importance of employer retirement plans, IRAs, Roth options, systematic investing, diversification, market expectations, AI and technology exposure, and how to answer the big retirement question: “Do I have enough?” Whether you are decades away from retirement or already thinking about turning your savings into income, this episode offers practical insight into how Social Security, investments, budgeting, taxes, risk tolerance, and lifestyle goals all work together in a successful retirement plan. In this episode, you'll learn: What the latest Social Security Trustees Report says about the future of benefits Why Social Security should be one part of a broader retirement income strategy How workplace retirement plans, IRAs, Roth accounts, and brokerage accounts can support your long-term goals Why systematic investing and “paying yourself first” can help build strong financial habits How diversification can help manage risk during changing market conditions Why retirement planning is about more than reaching a single account balance If you have questions about Social Security, retirement income planning, or how your investment strategy fits into your long-term goals, contact Nelson Financial Planning. We're here to help you make sense of life's decisions involving your dollars.

In this episode we answer emails from Sarah, Tyler and Luc.  We Sarah's detailed plan to take a one to two year family gap year, travel, and unpack tax-smart ways to fund short-term spending, why we keep long-term money invested simply, more cowbell, and why complicated advisor math can be more noise than help how it can mask conflicts of interest.  We also touch on the Cederberg paper (yes, with a C and not an S despite my mis-statement) and why it is of little or no practical use for investors even though it may be of academic interest.Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterJillian Johnsrud's "Retire Often" Book:  Book | Retire OftenReferenced PWL Link:  Canadian Portfolio Manager: Introducing the “Plaid” ETF Portfolios | PWL Capital: Bender Bender & BortolottiBreathless Unedited AI-Bot Summary:A one to two year career break with three kids sounds like the kind of plan personal finance forums love to dunk on. We take it seriously, run it through a real-world investing lens, and show how a “mini-retirement” can be both joyful and financially survivable when the time horizon and the portfolio match.We walk through Sarah's numbers, the stress points, and the decision that matters most: separating short-term spending from long-term compounding. For a gap year (or two), we prefer building a large, boring cash pile fast and funding it primarily from the taxable brokerage account, so a sudden market drop doesn't force you to sell stocks at the worst possible moment. We also talk through keeping a HELOC as a backup plan rather than the main plan, and why retirement accounts often belong in simple equity index funds when you truly don't need the money for a decade or more.Then we get tactical on taxes. Lower-income years can open the door to tax loss harvesting and tax gain harvesting, including the often-missed 0% long-term capital gains bracket if your total income stays low enough. We also explain why we treat taxes as an expense that changes based on what you sell and when, instead of playing confusing games that “discount” the value of entire accounts.To round it out, we respond to listener skepticism about after-tax portfolio valuation frameworks, advisor incentives, and the Cedarberg paper's practical limits. If you like smart investing, plain language, and a dash of “more cowbell” diversification talk, hit subscribe, share the episode with a friend, and leave us a review so more DIY investors can find the show.Support the show

Is the bucket investing strategy the best way to plan for retirement? In this episode, Wes Moss breaks down the powerful visual behind bucket investing and explains why organizing your money into cash, income, growth, and alternative income buckets can simplify retirement planning. He also shares the biggest drawbacks investors should understand before adopting the strategy. Also, Wes tackles a growing trend: professionals looking for more flexibility, purpose, and balance through a second career. He outlines the key questions to ask before making a career switch and explains why financial advising is emerging as one of the most in-demand professions in America. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 30, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.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. Visit megaphone.fm/adchoices

When Julius Caesar conquered Gaul he boasted that he killed a million Gauls and enslaved a million more. This is the truth about the Roman empire: Rome could not function without slavery as it underpinned every single part of their economy. Without the millions of people snatched from their homes in the aftermath of war, kidnapped from the streets, sold into slavery as punishment, or born into it as “home bred slaves”, the Roman empire’s great aqueducts and temples could never have been built. There would be no coins or tiles to find in fields, no limitless manpower for the army and navy that conquered the Mediterranean, no marble palaces or underfloor heating, and certainly no life of unimaginable luxury for the top of Roman society. Slavery in Rome could be very good or bad depending on the job. Highly educated Greek slaves served as physicians, accountants, architects, and tutors for aristocratic sons and daughters. At the bottom of the hierarchy were sulfur mine workers, who worked in toxic, collapsing tunnels and were often blinded by their masters to remind them they would be there for the rest of their short miserable lives. Today's guest is Emma Southon, author of Not Built in a Day: How Slavery Made the Roman Empire. We discuss how Rome evolved from a sanctuary for men fleeing slavery into the most extensive chattel slave system in history, and how Spartacus horrified Rome not by winning battles but by forcing 300 Roman prisoners to fight as gladiators at his co-commander's funeral. We also look at why there was never a Roman abolition movement because Romans understood that slavery destroyed people but concluded this was the slaves' problem, not theirs.See omnystudio.com/listener for privacy information.

With technology stocks making up nearly half of the S&P 500, many index investors are asking an important question: Is this concentration a risk—or simply the natural evolution of the market? In this episode, Wes Moss and Clark Howard tackle the growing dominance of tech companies in major indexes, discuss whether traditional index investors should consider diversifying beyond tech, and explore how age and retirement timelines may influence those decisions. They tackle concerns about what happens when so much market value is concentrated in just a few companies—and whether investors nearing retirement should think differently. Mentioned on the show: Don't Let FOMO Cost You a Fortune: The Investing Mistake Many Are Making With SpaceX's IPO Plus, Wes and Clark answer several listener questions on investing, retirement, and personal finance.  All this and more on the June 23, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.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. Visit megaphone.fm/adchoices