Podcasts about advisor

Jamie Tarr, owner of Jamie's Vacation Experience and an InteleTravel ambassador advisor, talks with Alan Fine of Insider Travel Report at Quest, InteleTravel's national conference at the Hard Rock Resort in Punta Cana, about how she discovered the host agency during the pandemic and built up her travel business over the past five years. She also discusses InteleTravel's training and advisor support and new opportunities from acquisitions including Major Travel, MGME and Tickitto. For more information, visit www.inteletravel.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Manjari Jar-uhar | Advisor Security, Author, Former IPS OfficerMs. Manjari Jaruhar is one of the first five women police officers in India and the first from the state of Bihar. She has recently published her memoirs, 'Madam Sir'. It has been well received and has become a best seller. Ms. Manjari Jaruhar was a former Advisor to Tata Consultancy Services (TCS), based in New Delhi. She was the Chief Coordinator with the Indian Music Industry (IMI) and is a Senior Advisor to 9.9 Media. Recently she became Advisor to the Committee on Private Security Industry at FICCI. Ms. Manjari Jaruhar retired as Special Director General of the Central Industrial Security Force (CISF). She was selected for the Indian Police Service (IPS), the elite crime prevention and law enforcement cadre of the Indian Civil Service, in 1976 and has held positions in the State Governments of Bihar and Jharkhand, the National Police Academy (NPA), the CISF and the Central Reserve Police Force (CRPF). She has led teams in a wide range of complex and challenging assignments that have prepared her for a career in the private and social sector. From fighting crime to administering a massive organisation, Ms. Jaruhar has shown exemplary leadership in a domain traditionally dominated by men. She is the recipient of the Government of India's Police Medal for Meritorious Service and the President's Police Medal for Distinguished Service. She was awarded the Director General's Commendation Disc for outstanding service twice in the CISF and once when she was with the CRPF.Specialties: Security and protection of large undertakings, recruitment and personnel management, management of training and all gender related issuesAfter the enactment of the law on Sexual Harassment at the Work Place she has been invited frequently to share her experiences by several organizations. She also addresses on gender sensitization, safety & security and legal awareness of women.She visited Afghanistan on the invitation of OXFAM and Research Institute of Women Peace and Security, to help them understand changes and improvements required for raising an effective women police force.

In this episode, Maddy Roche sits down with Chris Dale, CFP®, CeFT®, founder of Life After Grief Financial Planning, to share the real-life story of helping a client navigate aging, medical emergencies, and end-of-life decisions.From hospice-informed insights to a sudden car accident just weeks after estate documents were signed, Chris walks through what actually happens when someone declines, and why having the right team and paperwork in place makes all the difference.This conversation is honest, practical, and grounded in lived experience. If you've ever wondered what planning for emergencies and end-of-life truly looks like without traditional next of kin, this episode will give you clarity.In This Episode, You'll Learn:Why Childfree individuals need both estate planning documents and a coordinated financial services team before a medical emergency occursHow powers of attorney and professional fiduciaries protect your healthcare decisions, financial accounts, and long-term care optionsWhat can go wrong when there is no clear next of kin, and how the state may become involved in decision-makingHow a financial advisor acting as a fiduciary helps manage insurance claims, hospital bills, and long-term care costs during crisisWhy building your aging plan early preserves autonomy, protects assets, and ensures your end-of-life wishes are honored.Episode Host:Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.Episode Guest:Chris Dale, CFP®, CeFT® is a financial advisor with 21 years of experience and the founder of Life After Grief Financial Planning™. As a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist®, he specializes in guiding clients through the financial and emotional complexities of loss. His approach integrates technical planning with psychological insight rooted in his significant personal experience and 200+ hours of hospice volunteering.A five-time "Top Financial Advisor" in Orlando (2019–2023), Christopher is a prominent speaker, author, and host of the podcast Real Talk With Life After Grief Chris. Beyond his clinical expertise, he is a dedicated advocate for addressing how racism and discrimination intersect with grief. Through Life After Grief Consulting™, he provides CE-approved training, earning the reputation of the "Advisor's Advisor."He lives in Orlando with his wife and two sons.Learn more about Chris: Lifeaftergrieffp.com About Childfree InsightsChildfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.Connect with Us: Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com. Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media: Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

On this week's episode of The Liquidity Event, Shane and AJ break down the viral "Settrini Report," a fictional yet plausible AI scenario that rattled markets and raised serious questions about productivity, white-collar job displacement, and the future of labor's share of GDP. They discuss whether AI pricing is sustainable, what new data center infrastructure means for small-town America, and why we may be closer than ever to a zero-employee unicorn company. The conversation then shifts to the ethics and economics of organ donor compensation, including whether families should be reimbursed for funeral expenses and how incentives shape real-world outcomes. The episode wraps with a Reddit debate about paying 1.25% on a $10 million portfolio, what that fee should actually buy you, and why behavioral discipline often matters more than cost. Key Timestamps: 01:52 – How the "Settrini Report" went viral and moved markets 04:18 – AI agents replacing $180K product managers 07:02 – What happens if labor's share of GDP collapses 09:40 – Is AI pricing real, or just VC-subsidized for now? 12:11 – AI infrastructure, power plants, and small-town impact 15:03 – The rise of the zero-employee unicorn founder 18:27 – Organ donor compensation and the ethics debate 22:10 – How other countries structure organ donor incentives 24:54 – Paying 1.25% on a $10M portfolio… is it worth it? 28:41 – Market volatility, geopolitical tension, and staying disciplined

#SafeMoney #JonHeischmanSr #TaxDiversificationJoin host Jon Heischman, Senior as he discusses tax diversification as it relates to retirement 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.

Some of the most effective solutions for improving birth outcomes worldwide are rooted in relationships, not technology. In this episode, Dr. Rebecca Dekker speaks with midwife Stephanie Marriott of the International Confederation of Midwives about the global impact of midwifery care. She outlines what defines a midwifery model of care, why continuity of midwife-led care matters for both outcomes and experiences, and how trust and relationship-based care can influence Cesarean rates, trauma-informed care, and access to services. Stephanie draws on her work across the U.K., Asia, and Africa to share how countries such as Indonesia and Bangladesh are strengthening midwifery education, regulation, and deployment, and what that means for maternal and newborn health. Together, Stephanie and Rebecca also discuss the essential role midwives play in humanitarian and disaster settings, the global shortage of midwives, and the growing call for One Million More midwives worldwide. (04:58) What is a midwifery model of care? (08:00) Why relationships are central to better birth outcomes (10:27) Time, workload, and sustainability for midwives (12:20) Trust, disclosure, and safety during pregnancy (13:01) How continuity of care shapes labor and birth experiences (16:48) What is the International Confederation of Midwives? (22:05) Strengthening midwifery education worldwide (28:13) Rebuilding midwifery education where it was lost (34:53) Rising cesarean rates and the role of midwives (39:26) Why midwives are essential in humanitarian settings (42:35) The global shortage of midwives Resources Learn more about the International Confederation of Midwives: internationalmidwives.org Support the One Million More campaign: millionmore.org Explore UNFPA's work supporting sexual and reproductive health, maternal health, and midwifery systems: unfpa.org For more information about Evidence Based Birth® and a crash course on evidence based care, visit www.ebbirth.com. Follow us on Instagram and YouTube! Ready to learn more? Grab an EBB Podcast Listening Guide or read Dr. Dekker's book, "Babies Are Not Pizzas: They're Born, Not Delivered!" If you want to get involved at EBB, join our Professional membership (scholarship options available) and get on the wait list for our EBB Instructor program. Find an EBB Instructor here, and click here to learn more about the EBB Childbirth Class.

In this episode of Fireside with Founders and Leaders, host Rupert McSheehy welcomes Carlos Granda, an experienced operating advisor with a remarkable career spanning over three decades in the technology sector. Carlos shares his journey from being a chief customer officer at leading companies like Google, Salesforce, and SAP to transitioning into an advisory role within the private equity (PE) landscape. The discussion offers invaluable insights for anyone contemplating a career in PE, exploring the nuanced differences between operating in a PE-backed organisation versus traditional corporate environments.Carlos delves into the challenges and rewards of shifting from operator to advisor, emphasising the importance of building trust with leadership teams and understanding the unique dynamics of PE firms. He also introduces the concept of the "GRR Time Bomb"—a critical metric that can signal customer churn long before it happens. The conversation further touches on the transformative role of AI in enhancing value creation within PE firms and the common pitfalls faced by startups attempting to penetrate the enterprise market.

Lump Sum Investing vs. Dollar-Cost Averaging & Is It Ever Too Late To Save for Retirement? Wes Moss tackles one of the most paralyzing questions in finance: should you "cannonball" into the market or wade in slowly? While historical data shows that one method wins about two-thirds of the time, Wes explains why participation will always trump perfection. Also, a sobering new study claims the average American has less than $1,000 saved for retirement. However, when you look past the headlines at the actual math, the story changes – and so does the outlook for "Late Start Larry and Lisa." If you're in your 50s and feel like you've missed the boat, this segment is for you. Wes breaks down the 2026 contribution limits and shows how aggressive saving in your final working years can still turn a modest nest egg into a million-dollar retirement. Mentioned on the show: How Psychology Can Make or Break Your Portfolio Retirement Calculators What's the Average Retirement Account Balance in America? Is It Ever Too Late To Save for Retirement? - Clark Howard 8 Retirement Catch-Up Secrets for Savers 55+ - Clark Howard Retirement Savings Limits in 2026 - Clark Howard Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 3, 2026, 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

About Dr. John Oberg: Dr. John Oberg is a Founder, CEO, Board Director, Advisor, Professor, and Investor trusted by organizations to navigate growth, conflict, and change. He founded two Austin-based healthcare innovators: Sedera, a community-based medical cost-sharing organization (#193 on Inc 500, #26 in Financial Times Western Hemisphere), and Precina Health, a first-of-its-kind chronic care virtual medical practice and thought leader in AI deployment. He has served on the boards of OnlineMedEd and Health Admins and advises institutions, healthcare leaders, professional services firms, and nonprofits through John Oberg Advisory.  John received his doctorate from the University of Southern California and his MBA from the University of New Mexico. He is an adjunct professor at USC and sits on the Board of Governors. Over three decades, he has authored patents, started companies, managed teams larger than 1,000 people, and studied the behavior of individuals, communities, and systems to catalyze improved behaviors and create best-in-class outcomes — and happier people.   In this episode, Dean Newlund and Dr. John Oberg discuss: The distinction between eustress (healthy, muscle-building stress) and distress (harmful, breaking stress) Mental fatigue and the limits of cognitive processing The concept of an “emotional gas tank” and emotional capacity Radically incremental steps as a method for sustainable behavior change The role of community in motivating difficult but healthy actions   Key Takeaways: Differentiate between eustress and distress and aim for muscle-building stress instead of broken-bone stress. Recognize that the brain can only process so much information and account for mental fatigue in how you work and lead. Take radically incremental steps toward change rather than attempting dramatic overhauls. Use the community as a tool to help yourself do difficult things you might avoid alone.   "Community matters, I think, in the world, in ways that sometimes we underestimate.” — Dr. John Oberg   Connect with Dr. John Oberg:   Website: https://precina.com/ | https://talesofabundance.com/ | http://johnoberg.com/ YouTube: https://www.youtube.com/@Tales_of_Abundance X (Twitter): https://x.com/johnpoberg Facebook: https://www.facebook.com/precinahealth     See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

The following guest sits down with host Justin White:•   Michael Harris – CEO, United Mortgage Corporation of America Taking an Education-First Approach to Align Mortgage Strategy With Financial HealthA mortgage can be a powerful tool to help consumers improve their overall financial well-being. If loan originators take that approach, it can be a huge win for their business. How can LOs harness the power of a mortgage to help clients and earn referrals? Listen to Episode #117 of Good. Better. Broker. to learn how one mortgage broker embraces his role as part loan originator and part financial advisor.In this episode of the Good. Better. Broker. podcast, you'll learn how to leverage a mortgage to help clients achieve their short and long-term financial goals. In this episode, we discuss ...•   1:35 – why Michael focuses on financial empowerment as a business strategy•   3:37 – when Michael first saw a mortgage as a tool for financial health•   5:12 – helping clients in different demographics •   6:25 – Michael's radio show and the impact it has on his business•   9:58 – Michael's YouTube channel•   11:17 – the meaning of a ‘perfect financial GPS' and how it helps borrowers•   17:13 – interest rate vs. interest volume and why the difference matters•   20:27 – why every person's financial situation should be addressed differently •   22:26 – how to get in touch with Michael to learn moreShow Contributors:Michael HarrisConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

Honestly, I don't know why it took me this long to get Chloe Daniels — aka Clo Bare Money Coach — on the show, because she is a whole badass and we have been living parallel lives for years. She went from a torrential relationship with money (including being financially trapped in a dangerous situation abroad) to becoming one of the most refreshing voices in personal finance.Her approach is called lazy investing — and before you scroll past that, hear her out. Because when BlackRock ran 100 years of market data, the results backed it up. We're getting into all of it: the mindset blocks keeping women out of the market, why Wall Street jargon is gatekeeping on purpose, the truth about financial advisors, and the simple strategy that actually builds wealth long term.WE GET INTO:00:00 - Intro: Why It Took Us This Long to Do This Episode00:46 - Meet Chloe Daniels: From Side Hustle to Full-Time Finance Coach04:05 - The Childhood Money Belief That Held Her Back05:03 - Financially Trapped in an Abusive Relationship Abroad07:31 - Rebuilding Self-Trust and Becoming Your Own Hero09:05 - Wall Street Gatekeeping and the Paralysis of Conflicting Info11:47 - The Real Stats on Diversity in Financial Advising14:35 - What "Lazy Investing" Actually Is (and Why It Works)18:42 - ETFs vs. Index Funds vs. Mutual Funds: What You Need to Know20:45 - How to Figure Out Your Investor Type and Build Your Portfolio24:21 - The Common Mistake: Money Sitting Uninvested in a Brokerage27:11 - How to Calculate Your Retirement Number Using the 4% Rule36:16 - The One Thing to Do If You're Not Investing Yet38:46 - Lightning Round: Roth vs. 401k, DIY vs. Advisor, and MoreKEY TAKEAWAYS:Why investing feels hard on purpose — and how to cut through itThe difference between investing and trading (and why most people confuse them)How to determine your investor type before picking a single fundWhy your 401k money might be sitting uninvested without you knowingHow to use the 4% rule to calculate your actual retirement numberWhy the compound interest calculator is the mindset shift you didn't know you neededWhy the answer isn't cutting back — it's making more moneyCONNECT WITH CHLOE:Instagram: @clobaremoneycoachWebsite: https://www.thelazyinvestorscourse.com/ TAKE THE NEXT STEP:Yo Quiero Dinero Private MembershipRead my book: Financially LitLeave me a voicemailThis episode of Yo Quiero Dinero was produced by Heart Centered Podcasting. Hosted on Acast. See acast.com/privacy for more information.

Anastasia Boyko joins us this week for a wide-angle conversation about AI adoption, leadership, and the uncomfortable truth behind “we are watching what peer firms do.” A Yale-trained tax lawyer with experience spanning Axiom, legal education, and innovation leadership, Boyko argues that precedent-driven instincts are turning into a liability when the underlying rules of the market are shifting in real time.The episode opens with lessons from the Women + AI 2.0 Summit at Vanderbilt and the “AI competence penalty” narrative. Boyko's central principle for law firm leaders is simple, stop copying the competition and start operating with intention. Strategic planning matters more than tool shopping, especially when uncertainty makes leaders freeze, over-index on fear, or chase noise instead of outcomes.From there, the conversation sharpens into client reality. Boyko shares what she is hearing from in-house leaders, and it is not comforting for firms. Legal departments are working to reduce dependence on outside counsel, business partners inside companies often accept “good enough,” and the models keep improving. The risk is not losing to a peer firm; it is losing the client relationship because the work stops feeling necessary.A major theme is talent and the apprenticeship gap. Boyko argues firms underinvest in people, even as they spend aggressively on software stacks. AI can help junior lawyers with coaching and confidence, but it does not replace mentorship, judgment-building, or context. The skills that matter now include client advisory, operational thinking, critical judgment, and the ability to solve problems across a complex system, not only perform discrete tasks in a vacuum.The episode closes on legal education and the future value of the JD. Boyko urges students to be selfish about learning AI, especially when faculty guidance comes from avoidance or philosophy rather than experimentation. Looking ahead, she predicts the JD's value shifts upward, away from rote production and toward proactive advisory work, relationships, anticipatory counsel, and wisdom-driven judgment. In other words, fewer fire drills, more looking around corners.PLI - How to Navigate Law School PodcastPower Paradox webinarListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Substack[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

A senior Iranian military advisor says the country's armed forces will not let any oil be exported through the Strait of Hormuz.

The ‘president of peace’ has started another war with Iran, with no apparent regard for the consequences. On this episode of After America, Allan Behm and Dr Emma Shortis discuss the US-Israeli attacks on Iran and the assassination of its leader, Trump and Netanyahu’s cynical messages for the Iranian people, what this war means for nuclear proliferation, and the Australian government’s “deeply disappointing” response. This discussion was recorded on Monday 2 March 2026. The latest Vantage Point essay, What we owe the water: It's time for a fossil fuel treaty by Kumi Naidoo, is available now for $19.95. Use the code 'PODVP' at checkout to get free shipping. Guest: Allan Behm, Advisor, International & Security Affairs, the Australia Institute Host: Emma Shortis, Director, International & Security Affairs, the Australia Institute // @emmashortis Show notes: The Mar-a-Lago model: how Trump is trying to dominate global governance, After America, the Australia Institute (February 2026) Shorter America This Week: The State of the Union is... bad; AI is also bad; But hard times ain't gonna rule my mind by Emma Shortis, The Point (February 2026) How to foster global lawlessness: Destroy the UN and its agencies by Allan Behm, The Point (January 2026) Theme music: Blue Dot Sessions We’d love to hear your feedback on this series, so send in your questions, comments or suggestions for future episodes to podcasts@australiainstitute.org.au.Support After America: https://nb.australiainstitute.org.au/donateSee omnystudio.com/listener for privacy information.

Show Highlights · Dr. James JC Cooley along with Co-Host Dr. Michael Mantell- renowned and esteemed mental health architect and prolific author have a sit-down conversation with Dr. Harvey Castro -- AI Futurist, Healthcare Visionary, and Author. · The Good: Where AI Is Already Delivering Real Value · The Bad: Risks We Cannot Ignore · The Unknown: Agentic AI and the Shift from Advisor to Actor · The Leadership Imperative: Building Human-Centered AI SUMMARY: In healthcare, AI is already delivering real value by enhancing diagnostic accuracy, accelerating research, optimizing workflows, and supporting more personalized patient care—the clear “Good.” At the same time, the “Bad” includes serious risks such as algorithmic bias, patient privacy concerns, cybersecurity threats, regulatory gaps, and the danger of overreliance on automated systems in high-stakes clinical environments. The “Unknown” emerges with the rise of agentic AI, which could move beyond supporting clinicians to independently initiating actions, fundamentally shifting AI’s role from advisor to actor and introducing new ethical, safety, and accountability challenges. This reality creates a leadership imperative: healthcare organizations must intentionally build and govern human-centered AI systems that prioritize transparency, equity, oversight, and trust to ensure technology strengthens clinical judgment and patient outcomes rather than undermines them. Biography Harvey Castro, MD, MBA known online as #DrGPT is an emergency physician, AI futurist, and Chief AI Officer at Phantom Space. A 5× TEDx speaker and advisor to governments and health systems, Dr. Castro focuses on building human-centered AI that enhances safety, performance, and trust from hospital systems to space-based health innovation. He is the author of ChatGPT & Healthcare and a leading voice on responsible AI governance, digital twins, and the future of clinical decision-making. With over 50,000 LinkedIn followers, he helps clinicians and executives move beyond hype toward practical, safe AI deployment. Website www.Harveycastromd.com Social Media Platforms LinkedIn: https://www.linkedin.com/in/harveycastromd YouTube: https://www.youtube.com/harveycastromd Instagram: https://www.instagram.com/harveycastromd Facebook: https://www.facebook.com/HarveyCastroMD Twitter: harveycastromdSupport the show: http://www.cooleyfoundation.org/See omnystudio.com/listener for privacy information.

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed's next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

Callie Brownson joins SportsJam with Doug Doyle to talk about how the NY Jets and the ECAC are launching a first of its kind and largest collegiate women's flag football league

We help B2B brands launch shows that turn their point of view into pipeline. If you're launching a podcast (or have one already) and are not sure how it can hit your bottom line, book a meeting with Jason: https://meetings-eu1.hubspot.com/jason-bradwell/youtube-meeting-link Most B2B marketers are drowning in content and starving for pipeline. Joel Harrison has spent 23 years building media empires in B2B – and he's finally putting his cards on the table. In this episode of Pipe Dream, Jason Bradwell sits down with Joel Harrison, founder of the B2B Marketing publication and host of the Trust and Influence in B2B podcast. Joel brings a rare perspective to owned media: he has built a media company from scratch, exited the operational role he created, and then rebuilt his personal brand through podcasting and thought leadership content. The result is a frank, practical conversation about what it actually takes for B2B organisations to communicate with authority in an AI-saturated world. Joel shares why he launched his podcast after abandoning plans for a book, how he has evolved from audio-only to a full content flywheel spanning YouTube, LinkedIn newsletter, and LinkedIn Live, and why trust – not technology – is the defining challenge for B2B marketers right now. He also makes a compelling case for humanisation as the antidote to AI-generated commodity content, arguing that brands which put real people and genuine points of view at the centre of their marketing will win long-term. The conversation turns candid when Joel addresses why marketing still struggles to earn a seat at the board table, and what it will take to change that dynamic. Key Takeaways ◼️ How to build a content flywheel from a single podcast – why launching with audio alone limits your reach and how adding video, newsletter, and live formats accelerates audience growth. ◼️ Why trust is the defining issue in B2B marketing right now – and how AI-generated content is making the problem worse, not better. ◼️ How to use AI as an enabler of thought leadership, not a replacement for it – the distinction between repurposing genuine perspectives and using AI as a crutch for a missing point of view. ◼️ Why B2B marketing still struggles to earn board-level credibility – and what marketers must do to speak the commercial language that CEOs and CFOs actually respond to. ◼️ How to hook your audience in the first 30 seconds – the simple structural shift Joel made after a year of podcasting that reduced early listener drop-off. ◼️ Why incremental improvements beat big production budgets – and why your point of view matters far more than your studio setup. Chapter Markers 00:00 Intro 02:15 Joel's journey: from founding B2B Marketing magazine to podcasting 07:40 Building a content flywheel across audio, video, and LinkedIn 13:05 The biggest lessons from year one of running a podcast 18:30 What "thinking like a media company" actually means in B2B 23:10 Why marketing still fails to prove its value to the board 28:45 How AI enables thought leadership without replacing it Relevant Links and Resources Joel Harrison on LinkedIn: https://www.linkedin.com/in/joel-harrison/Trust and Influence in B2B Podcast: [search on Spotify / Apple Podcasts]B2B Marketing (publication Joel founded): https://www.b2bmarketing.netTools mentioned by Joel: Riverside, Claude, ChatGPT, Fireflies What's Next If this episode got you thinking about how your organisation can build content that actually earns trust and drives pipeline, don't sit on it – take the first step and book a conversation with the B2B Better team today. Useful Links Connect with Jason Bradwell on LinkedIn: https://www.linkedin.com/in/jasonbradwell/Listen to Pipe Dream on Podbean: https://www.podbean.com/podcast-detail/bac4p-2a0121/Pipe-Dream-PodcastLearn more about B2B Better: https://www.b2b-better.com

This week, James breaks down stock market news and events this week. Nvidia sank after strong earnings, the Dow dropped over 500 points, the S&P 500 and Nasdaq also moved lower. Inflation data (PPI and Core PPI) came in hotter than expected. One of the biggest takeaways has nothing to do with headlines. It has to do with fees. James shares that he has now seen four separate portfolios charging a 2% advisor fee this week alone, and that is before platform fees, 12b1 fees, planning fees, mutual fund fees, and transaction costs are even added in. If your money is sitting in basic ETFs or mutual funds, you need to know exactly what you are paying and whether your advisor is truly earning it.He also covers Nvidia's post-earnings drop, why earnings and short-term share price do not always move together, the 10-year Treasury yield falling to 3.97%, OpenAI's massive new valuation, Netflix moving higher, CoreWeave's sharp decline, and the broader fear hanging over markets from inflation, geopolitics, and uncertainty.The bigger message is this: fear is always present. Inflation, rumors of war, political uncertainty, and market volatility will never fully go away. But history shows that downturns do not last forever, and disciplined investors who stay focused tend to be rewarded over time.In this video:• Why 2% advisor fees can quietly destroy long-term returns• The real all-in cost investors need to ask about• Why Nvidia falling after great earnings is not unusual• Key market moves from this past week• Why fear keeps many people from building wealth• Why long-term market history still mattersAll Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

With Jim Dickson — Founding Partner and CEO, Elevation Point Overview Louis Diamond speaks with the founder and CEO of Elevation Point about building a next-generation independent platform focused on ownership, minority capital, data strategy, and scalable, durable advisory firms. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/D0-y8Q-DYvg About this episode… For decades, advisors operated under the assumption that there was a single path to success—a defined route dominated by the largest and most prominent firms. Over time, the landscape of options expanded, and the independent space matured. With it came a new set of challenges: how to turn the pursuit of freedom and control into something durable, scalable, and ultimately into a true enterprise. Jim Dickson has been thinking through that challenge for most of his career. After two decades at Merrill, Jim went on to found Sanctuary Wealth (a story we shared earlier in this series), where he played a central role in shaping what supportive independence could look like for growing advisory teams. Today, his own journey has entered a new chapter with Elevation Point—a next-generation independent platform focused on helping advisors take business ownership to a new level, with alignment, scalability, and long-term value at the core. In this episode, Jim and Louis Diamond talk about what led Jim to this new chapter, including: Elevation Point's unique value proposition—and how it fills a gap in the landscape. The value of capital—and how Elevation Point adds value along the way. Increasing enterprise value—and what advisors can do to grow without sacrificing control. Ownership and alignment—and why “how much of the pie you actually own” becomes more important as firms grow. Growth and partnership—and what it really means to build a firm intentionally over time. AI, data, and technology—and how each can support better decision-making. This is a story about yet another evolution in the landscape of options available to advisors—and why the future of independence is less about exits and more about elevation. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources The Right Way to Build a TeamThree strategies to create a foundation designed to foster long-term alignment and growth—and, ultimately, a legacy. MaxCeV™: How to Maximize Your Career Enterprise ValueThis tool breaks down four key factors that contribute to career enterprise value, offering a framework for advisors to conceptualize and achieve their full potential. An Advisor's Guide to 2026: What 2025 Set in Motion and What Comes NextAs 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may signal for the new year and beyond. JIM DICKSON FOUNDING PARTNER AND CEO  Jim Dickson is a seasoned executive, entrepreneur, private investor, and innovator in wealth management with over four decades of experience in the financial services industry. Renowned for his advocacy for independent financial advisors, Jim is a visionary leader with experience in designing and implementing high-growth strategies for advisory firms.  Jim's deep understanding of the industry landscape positions him as a driving force behind transformative change, empowering advisors and firms to thrive in an ever-evolving marketplace. His growth mindset for RIAs and independence-seeking advisors prioritizes an “advisor-first” approach, tailored to an advisor's values and long-term vision.  Jim co-founded Elevation Point with Mark Penske in 2024 to serve as a value-aligned growth partner to independence-focused advisors and RIAs. Jim previously founded and built nationally recognized wealth management firm Sanctuary Wealth, which he launched in 2018. He was the visionary behind Sanctuary Wealth's Partnered IndependenceSM platform, providing elite advisors with all of the tools, services, and resources needed to fully and effectively serve their clients. Under Jim's leadership, it grew rapidly into one of the industry's top RIA firms, with more than $25 billion in assets and 76 partner firms in 28 states by 2023, when he left the firm.  Prior to Sanctuary Wealth, Jim spent 20 years as a senior divisional executive building and leading strategy for Merrill Lynch in Indianapolis and Chicago. He began his career as an accountant at Ernst & Young in Indianapolis.  Jim received his bachelor's degree in accounting and finance from Butler University, where he later served on the Board of Trustees for six years. He has been a leadership conference judge for FFA, a national non-profit organization preparing middle and high school students for careers in agricultural science, business, and technology.

Thanks to our partners Promotive and Wicked FileYou already know how to pay your technicians, but what about everyone else? Your service advisors, your counter staff, your shop manager... how do you build a pay plan that actually motivates them to perform?In this follow-up to last week's technician pay plan episode, Hunt Demarest walks through the three most common commission structures for front-office and management staff: paying off total sales, paying off gross profit, and paying off net income. Using a real client example, a shop owner who wants to reward his son for growing the business from $2 million to $2.5 million in annual sales, Hunt breaks down exactly how to calculate each structure, what percentage makes sense, and how to stress test the plan before you hand it to your employee.The big theme running through all three structures is: only reward people for what they can actually control. Paying a manager based on net income sounds fair in theory, but what happens when you buy a $30,000 side-by-side for the shop and write it off? Hunt explains why net income plans almost never work in practice, why gross profit plans are more aligned but more complex, and why a simple percentage of sales, with a few key guardrails around gross profit floors, is often the most transparent and motivating option for most shops.Whether you're building a plan from scratch or rethinking one that isn't driving the behavior you want, this episode gives you a clear, repeatable framework and a reminder that none of it matters unless your employee actually understands the plan and knows how their daily actions will move the needle.What you'll learn in this episode:(03:15) The benchmark that might surprise you about flat salaries(05:15) The rule every pay plan must follow relating to compensation and penalization. (08:30) A real case study and step-by-step instructions on building a payment plan.(10:20) The base pay ratio that makes or breaks a commission plan(12:00) How to protect yourself from a sales-based plan backfiring (including gross profit floors and percentage-of-increase structures) (17:40) Sales vs. gross profit plans(19:50) Shop management software vs. QuickBooks: why Hunt is adamant you should only use one of them to calculate commissions(23:40) The $30,000 side-by-side problem: why paying a manager off net income almost always ends in resentment and what to do instead.Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in

Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.

Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada — and whether "advisor diversification" actually reduces risk. If you're focused on retirement income planning, tax-efficient investing, and protecting your legacy - this episode will bring clarity.   Resources Canadian Deposit Insurance Corporation (CDIC) Canadian Investor Protection Fund (CIPF)   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/    About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Podcast/Blog: https://www.retirementplanningsimplified.ca/blog ●      Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Most financial planning is built around goals.  Goals like:  Retiring at 60  Spending more time traveling  Leaving a legacy through philanthropy   But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there.  Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them.   In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments.  Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments.  Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day.  Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable.  If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately.  You'll Learn:  Why goals-based planning may be unintentionally limiting your clients' happiness  The simple 4-step experiment framework that unlocks confident spending and clearer decisions  How to help chronic under-spenders safely test higher spending without triggering fear  Why debriefing client experiences may be more powerful than the financial plan itself  Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here    Links To Resources Mentioned:  “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments”  Connect With Brendan:  RFG Advisory  LinkedIn: Brendan Frazier  About Our Guest:  Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®.  Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com.  Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Mike Allen to preview the Vision KC conference and share industry stories. Mike recounts his challenges recording at the Elite Ignite conference and the ongoing technical mishaps that come with capturing live content. The hosts dive into shop pricing strategies, including how costs like diagnostics and amenities are often rolled into the final bill for customers. Plus, David gives a local's guide to the best food options in Kansas City, breaking down must-try barbecue, tacos, and team-dinner spots as Vision attendees prepare for their trip.00:00 "Improper Merging Rant"06:29 "Chicago Shop Success Story"08:20 "Advisor's Hilarious Customer Story"10:38 David's Intense Pre-Workout Effects16:26 "Misheard Conversation in Restroom"17:24 "Facebook: Scroll and Toilet Talk"22:43 Kansas City Dining Overview23:29 Alternative Dining Options Near Vision28:33 Restaurant Struggles Amid Tight Margins32:49 Rare 9+ Pizza Reviews38:10 Jack Stack Barbecue Recommendation40:46 "Bananas and Rice Identity"46:18 "Manscaping Mishap and Spider Trap"54:24 TPMS Law and Repair Ban56:57 "See You at Vision"

In this episode we are excited to bring you a conversation with our CEO Manish Khatta recorded for Altruist's Advisor Journey Podcast hosted by Dasarte Yarnway. Here Manish shares how the success found in scaling Potomac from $140 million to $3 Billion was rooted in an unwavering commitment to reinvesting in the business, embracing speed, and leading with content focused on authenticity – not just tactics. For advisors looking to scale their own firms, we believe you will find this conversation valuable with clear takeaways. Enjoy the show. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-204-20260223 Hosted on Acast. See acast.com/privacy for more information.

For decades, financial advisors couldn't share client reviews. A new SEC rule changed that, and now, advisors and clients are better for it. Learn more at https://www.goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.com

Steak Night Sticker Shock & Is a Market Correction Coming? Beef and steak prices are soaring. But beyond the grocery store and date night, it's costing you more than you think, as Wes Moss explains. Also, Wes also address the psychological "twinge" investors feel when the stock market hits new all-time highs. What should investors do in 2026? While it's tempting to think an all-time high is a signal to get out, history suggests the opposite. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the February 24, 2026, 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

"I believe in the power of people wishing to volunteer for initiatives rather than assignment of duties and responsibilities and having people feel as though it's a chore… (They) serve as champions in their areas to educate their fellow peers on what it means to be sustainable, what they can do that's in their power to contribute to the outcomes….And then as we started to become more mature…we formed structured committees, we leveraged those champions on the units to participate. We made it enjoyable in terms of participating. We actually have contests… (I)t just breeds excitement about sustainability and I think it just allows for a culture where people become engaged and part of the process." Carol Gomes on Electric Ladies Podcast Healthcare is a huge 18% of the economy and uniquely has to be caring well for patients and staff  24/7 every day while also vulnerable to extreme weather events itself. How do they do that, how do they cover those costs, and what can we all learn from them? Listen to Carol Gomes (pronounced like "homes"), CEO and COO of Stony Brook University Hospital in this fascinating conversation with Electric Ladies Podcast host Joan Michelson.   You'll hear about: ●        Their initiatives and systems to reduce energy and water consumption, CO2 emissions, waste and manage the significant hazardous waste a hospital generates. How "quality" is a mantra. ●        How they have engaged their people, building a unique culture, to embrace sustainability. ●        What Practice Green Health is and what other industries can learn from their data, analyses and sharing of best practices. ●        Plus, career advice, such as:   "I would say use your voice sooner than later. And if you see something, say something. If you wish to express yourself and you have an opinion and you're sitting at a table, express it and don't be shy… I think also leveraging networking opportunities is really important and volunteering for a committee or stretching yourself a little more than you normally would, and exploring areas where you may feel you're not as strong and don't be fearful of that… building relationships is not text messaging. It's not leaving voice messages. It's talking face-to-face, getting to know people, what's important to them." Carol Gomes on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like: ·       Using Software & AI to Reduce CO2 & Increase Resilience – with Lydia Walpole & Chris Bradshaw of Bentley Systems ·       Leveraging AI for Sustainability – with Mandi McReynolds, VP of External Affairs & Chief Sustainability Office at Workiva ·       Music, Public Health & Climate Action – with Emma O'Brien, Ph.D., Global Scrub Choir ·       Connecting With Curiosity – with Jennifer Hough, Author, TEDx Speaker, Advisor to Leaders ·       Artificial Intelligence and the Climate: Stephanie Hare, Ph.D, author of "Technology is Not Neutral" and BBC Broadcaster ·       Why Our Lives Depend on Women on Boards – with Corinne Post, Ph.D., Lee High University (now at Villanova)   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

S6E2 The Retail Growth Strategy Retailers Need for 2026 with Today's Economic Realities, Tariffs, Fed Moves, and Consumer ShiftsIn this powerful episode of The Retail Razor Show, Dr. Rebecca Homkes, London Business School lecturer, Duke faculty member, high‑growth strategy advisor, and author of Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times, joins Ricardo and Casey to break down what retailers must understand about the economic outlook in 2026, shifting consumer behavior, and the strategic moves that separate winners from laggards.Rebecca explains why uncertainty is not a threat but a catalyst for growth, and how her Survive, Reset, Thrive (SRT) framework helps leaders stabilize quickly, reset strategy intelligently, and execute a retail growth strategy that works even in volatile conditions. She also unpacks the realities behind sticky inflation, tariffs, the no‑hire/no‑fire labor market, and the rise of the K‑shaped consumer economy.If you want to build a retail growth strategy that thrives in the face of market shocks, this episode gives you the playbook.What We CoverWhy the economic outlook in 2026 is full of contradictions, and what that means for retailHow the SRT loop helps leaders stabilize, reset, and thriveReal‑world examples of companies using SRT to turn crises into growthWhy averages hide the truth about consumer sentimentThe rise of the K‑shaped economy and the death of the “everyman” consumerValue vs. price: why consumers will still pay more for what they truly valueHow retailers should think about store formats, assortment, and experimentationThe must‑win battles for 2026Where AI actually moves the needle in a retail growth strategyKey TakeawaysUncertainty is the best time to grow: because customers, partners, and employees are more honest about what they value.Value ≠ price. Consumers want their dollar to go further, not necessarily cheaper products.The middle of the market is the danger zone. Retailers must choose: differentiated premium or true value leadership.Retail growth strategy in 2026 requires testing, iteration, and abandoning legacy assumptions.Economic outlook in 2026 signals a decoupling between GDP strength and consumer reality: leaders must plan accordingly.Subscribe & FollowSubscribe to the Retail Razor Podcast Network: https://retailrazor.com/Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://go.retailrazor.com/utubeAbout our GuestRebecca Homkes, https://www.linkedin.com/in/rebecca-homkes/https://www.rebeccahomkes.comAuthor, Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times. https://a.co/d/0aXECIB2Rebecca Homkes, is a high-growth strategy specialist, CEO and executive advisor. After more than a decade of advising her clients on developing, executing and innovating on strategy, Rebecca is sharing her proven and practical playbook in Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times. She is a Lecturer at the London Business School, Faculty at Duke Corporate Executive Education, Advisor and Faculty at the Boston Consulting Group focused on AI and Climate and Sustainability, and a former fellow at the London School of Economics Centre for Economic Performance. A global keynote speaker and recognized thought leader, she is also the global Faculty Director of the Active Learning Program with the Young Presidents Organization (YPO), leads several fintech accelerators, and serves on the boards of many high-growth companies. She earned her doctorate at the London School of Economics as a Marshall Scholar and is now based in Miami, San Francisco, and London.Chapters00:00 Teaser01:10 Show Intro04:40 Welcome Dr Rebecca Homkes05:46 The Survive Reset Thrive Framework08:04 Real World SRT Success Stories12:55 Macro Economic Outlook for 202617:38 Understanding the K Shaped Economy19:39 Value vs Price Strategy24:06 Differentiation and Competitive Advantage26:41 Store Strategy and Expansion30:37 Consumer Experience and AI32:34 B2B Software Experience Gap34:04 Financing and Inventory Strategy36:28 Supply Chain Robustness38:10 No Regret Moves40:40 Defining Right to Win43:45 Hard Reset Strategy45:51 Strategic Center of Gravity48:24 Must Win Battles49:34 Closing and Contact Info51:36 Show CloseMeet your hostsHelping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voice for 2025 and a RETHINK Retail Top Retail Expert from 2021 – 2026. Thinkers 360 has named him a Top 10 Thought Leader in Retail, a Top 25 Thought Leader in AGI and Careers, a Top 50 Thought Leader in Agentic AI and Management, and a Top 100 Thought Leader in Digital Transformation and Transformation. Thinkers 360 also named him a Top Digital Voice for 2024 and 2025. He is an advisory council member at George Mason University's Center for Retail Transformationand the Retail Cloud Alliance. He was most recently the partner marketing leader for retail & consumer goods in the Americas at Microsoft.Casey Golden, is the North America Leader for Retail & Consumer Goods at CI&T, and CEO of Luxlock. She is a RETHINK Retail Top Retail Expert from 2023 - 2026, and Retail Cloud Alliance advisory council member. After a career on the fashion and supply chain technology side of the business, Casey is obsessed with the customer relationship between the brand and the consumer and is slaying franken-stacks and building retail tech! MusicIncludes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.

In this episode, Micah and Matthew discuss the critical role of content creation for financial advisors. They emphasize that all advisors produce content, but the best ones have systems in place to utilize it effectively. The conversation covers the importance of internal training, overcoming barriers to content creation, and the necessity of consistency and iteration in building a content library. They also highlight the significance of engaging with clients through content and provide actionable steps for new advisors to start creating their own content. Why Every Advisor Needs to Create Content [Episode 348] Resources in today's episode: Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

The ‘president of peace’ is at it again: threatening Iran again and boasting that his ‘board of peace’ will look over the United Nations. On this episode of After America, Allan Behm joins Dr Emma Shortis to discuss the potential consequences if the United States again strikes Iran, the first meeting of Trump’s grotesque ‘board of peace’, and the striking similarities between a(nother) shamefully racist week in Australian politics and Trump administration rhetoric and policies. This discussion was recorded on Friday 20 February 2026. The latest Vantage Point essay, What we owe the water: It's time for a fossil fuel treaty by Kumi Naidoo, is available now for $19.95. Use the code 'PODVP' at checkout to get free shipping. Guest: Allan Behm, Advisor, International & Security Affairs, the Australia Institute Host: Emma Shortis, Director, International & Security Affairs, the Australia Institute // @emmashortis Show notes: Shorter America this week: Will he or won't he on Iran; The Trump doctrine?; On climate, he absolutely will; The only thing more powerful than hate is love by Emma Shortis, The Point (February 2026) The Wrap: Trump's America is a warning, and Australia keeps treating it like a guide, by Emma Shortis, The Point (February 2026) How to foster global lawlessness: Destroy the UN and its agencies by Allan Behm, The Point (January 2026) Talk us through AUKUS by Allan Behm, the Australia Institute (February 2023) Theme music: Blue Dot Sessions We’d love to hear your feedback on this series, so send in your questions, comments or suggestions for future episodes to podcasts@australiainstitute.org.au.Support After America: https://nb.australiainstitute.org.au/donateSee omnystudio.com/listener for privacy information.

Your business deserves to be happy with your ERP. But many businesses become dissatisfied with their ERP due to a lackluster implementation or not optimizing the system properly after go-live. How can you overcome failed expectations of your ERP and better take advantage of the system?On this episode of The ERP Advisor, Shawn Windle, EAG's Founder and ERP Expert, addresses how businesses can fall back in love with their enterprise software by giving it some TLC.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

A top White House economic official is pushing back hard against a recent study on tariffs. After the New York Federal Reserve published research suggesting Americans are shouldering about 90% of the cost of President Trump’s tariffs, National Economic Council Director Kevin Hassett slammed the findings, calling them inaccurate and misleading. In August, animal behaviorists working with the Palm Beach Zoo & Conservation Society traveled to Africa to help save an endangered white rhino suffering from a life‑threatening parasitic eye infection. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Augie Constatino - Gator Rogowski. June 9From the archives Augie Constatino joins Ed Opperman to talk about Gator Rogowski. Mark Anthony "Gator" Rogowski is an American former professional skateboarder who was convicted of murder. He was mainly prominent in the 1980s and early 1990s. Rogowski's career ended when he pled guilty for assaulting, raping, and murdering Jessica Bergsten in 1991. His life was chronicled in a critically acclaimed 2003 documentary titled Stoked: The Rise and Fall of Gator by American filmmaker Helen SticklerAugie Costantino was thespiritual advisor and mentor to professional skateboarder Mark "Gator" Rogowski during Rogowski's transition into born-again Christianity in the late 1980s. Spiritual Guidance: Costantino, an ex-surfer turned "skateboard minister," befriended Rogowski after the skater suffered a severe injury in Germany. He influenced Rogowski to adopt a strict form of Evangelical Christianity, which led the skater to preach to peers and use religious imagery on his skateboards.The Murder Confession: Following the 1991 rape and murder of Jessica Bergsten, Rogowski eventually confessed the crime to Costantino.Surrender: It was Costantino who ultimately convinced Rogowski to turn himself in to the police to face the consequences of his actions. Rogowski is currently serving a sentence of 31 years to life; while he has been granted parole by the board multiple times (most recently in 2022), California Governors have consistently overturned the decision, maintaining that he remains a danger to societyBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-opperman-report--1198501/support.

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves as a Board member of the Foundation for Seacoast Health, a member of the Dean's Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School. Kate is Chief of Staff and Deputy CIO at Tide Cycle. She joined the firm following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. She is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA? (Society) Boston to promote financial literacy. Jeff and Kate, and their firm Tide Cycle, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. One significant and growing tendency in the family office space is for wealth owners to consider and create virtual family offices. Jeff and Kate give an overview of the family office virtualization trend and describe the latest developments in this space. As part of the virtualization trend, outsourcing the investment function is increasingly common among family offices. Jeff and Kate share their perspective on the evolution of the OCIO function and practice in recent years, explaining how the function is defined and how has it changed. One major practical consideration for family offices is how to envision what to outsource and what to keep in-house. Jeff and Kate offer their tips for wealth owners and family office leaders on how to make this important and consequential decision. Another piece of practical advice Jeff and Kate have for family office principals and executives is to consider the full investment function by analyzing the full value chain of activities and players. They talk about this important consideration and highlight how family office professionals can best accomplish that goal. Do not miss this highly instructive conversation with two of the foremost leaders and practitioners in the OCIO space serving top UHNW families and their family offices.

What do a secret family chili recipe and a thriving dental practice have in common? More than you'd think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off. But beneath the spice and the sourdough, there's a deeper lesson about business ownership.In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

The Gavel Podcast is the official podcast of Sigma Nu Fraternity, Inc., and is dedicated to keeping you updated on the operations of the Legion of Honor and connecting you to stories from our brotherhood. To find out more from the Fraternity, you can always check out our website at www.sigmanu.org. Also consider following us on: Facebook | Instagram | LinkedIn | YouTube | FlickrHave feedback or a question about this episode? Want to submit an idea for a future topic you'd like to see covered? Contact the Gavel Podcast team at news@sigmanu.org. Hosts for this EpisodeChristopher Brenton - Beta Tau Chapter (North Carolina State) Alumnus and Sigma Nu Fraternity's Director of CommunicationsTodd Denson - Lambda Lambda Chapter (Nicholls State) Alumnus and Sigma Nu Fraternity's Director of Alumni Advisory ProgramsGuest for this EpisodeJason Dooley - Iota Pi Chapter (Kennesaw State) Alumnus and Division Commander for the Southeast Alpha DivisionJamison Keller - Lambda Chi Chapter (Cal State San Bernardino) Alumnus and Assistant Dean of Students and Director of Fraternity and Sorority Life at Georgia TechChris Graham - Zeta Psi Chapter (Lamar) Alumnus and Division Commander for the South Central DivisionDr. Sean Killion - Mu Pi Chapter (Jefferson) Alumnus and Division Commander for the Northeast Beta DivisionBill Geddy - Theta Kappa Chapter (Georgia Southern) Alumnus and Division Commander for the Southeast Beta DivisionEpisode ReferencesAlumni Best Practices Library - A compendium of chapter best practices across a number of different categories of operations impacting alumni volunteers.Best Practices Library - A compendium of chapter best practices across a number of different categories of operations impacting collegiate chapters and officers.General ResourcesProspective Member Referral - Do you know a young man who would be an ideal candidate for Sigma Nu? Please submit a membership referral.Employment and Staff Hiring Resources - If you are interested in learning more about working for the Fraternity as a consultant. Please visit the employment webpage for resources and access to the position application. The application deadlines are October 15 and March 1. Applications are accepted on a rolling basis. Contact Scott Smith at scott.smith@sigmanu.org for more information.Become a Volunteer - Learn more and take the next steps to become a volunteer for the Fraternity.Establish or Serve an Alumni Chapter - Learn more about how to help establish and maintain an Alumni Chapter.Organize an Alumni Club - Learn more about how to become engaged with or set up an Alumni Club.Donate to the Sigma Nu Educational Foundation - Give a gift to help advance the Fraternity's honorable Mission.

Ramona is a neuroscientist and scientific strategist with deep experience at the intersection of neuroscience, rehabilitation, and emerging health technologies. She earned her BS in Psychology from Brown University, her PhD in Neuroscience from the Uniformed Services University (where her research focused on the modulation of inflammation following Neurotrauma, including publications on the impact of photobiomodulation on microglial activation), and she completed a postdoctoral fellowship in the Neurology Department at the University of Texas at Austin Dell Medical School.Ramona is the Senior Director of US Medical Affairs for Winback America, and serves as a Scientific Advisor for two start ups, Neuronic and the Brainnovation Network. She specializes in translating complex science into real-world clinical and commercial outcomes — from leading research and publication efforts to building clinician training programs. In these roles, she oversees clinical research, education, and regulatory positioning. At Neuronic specifically, she supports research efforts to demonstrate the efficacy of transcranial photobiomodulation on cognitive function and a variety of neurological conditions.She is passionate about leveraging technology to help people achieve their highest quality of life and brings a practical, collaborative approach to connecting science, clinical practice, and business strategy. SHOWNOTES:

Nobody talks about the 15 prep meetings they did before a client call, but they do remember the one where everything just clicked. In this episode, host Wes Young and co-host Justin Lakin unpack the Mind Vault Method: a repeatable, tech-enabled strategy that transforms advisor meeting prep from exhausting and chaotic to focused, creative, and scalable. You'll hear how this method was born from burnout, why Loom videos beat Monday marathons, and how paraplanners can level up into strategic thinkers using real-time feedback loops. They also share a four-question framework to ensure every client meeting delivers clarity, direction, and energy for both the client and the advisor. What to expect from their conversation: How to reduce prep fatigue and scale team-wide clarity Why is creative energy > administrative energy in client work The Mind Vault method step-by-step (tools, templates, timing) Advisor development strategies that deepen firm-wide bench strength Resources: Submit your podcast question here! Transform your practice! Previous Episodes of Interest: Setting Expectations: How to Define Planning ROI Early Innovation That Sticks: Our 4-Step Framework for Change Heritage vs. Inheritance: Legacy Conversations That Stick Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

In 2018, Melissa Caro's perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare advocate. At the same time, her 87-year-old stepdad was falling apart and spiraling into dementia, and her husband was in the hospital with severe back problems. As a Type A personality, she struggled significantly during this time. During one doctor's visit for her mother, a nurse reminded her to take care of herself. In this episode of The Healthy Advisor, host Diana Britton speaks with Caro, founder of My Retirement Network, a financial education resource for clients and the advisors who serve them, on how she navigated caregiving while managing her career and other responsibilities. She discusses the emotional complexity of caregiving, the gap in financial literacy for those without advisors, and how her experience shaped her mission to help people understand their finances during life’s most challenging moments. She discusses: Her journey into financial services The sudden shift from professional routine to full-time caregiving The financial, physical and emotional toll caregiving can have on a person The things that helped her cope and get through the struggling times How financial fear intensifies during illnesses How her caregiving experience shaped the work she does today with My Retirement Network How personal loss can help advisors listen, communicate and frame their role with clients Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect With Melissa Caro: LinkedIn: Melissa Caro LinkedIn: My Retirement Network Website: My Retirement Network mcaro@myretirementnetwork.com Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Melissa Caro is a Certified Financial Education Instructor, CFP, and the founder of My Retirement Network, a digital media platform dedicated to promoting financial literacy. With a mission rooted in the belief that knowledge empowers people to create the future they envision, Melissa brings decades of experience in finance and education to her work. She has witnessed firsthand the positive impact that understanding finances can have on people’s lives, far beyond just numbers. Melissa’s goal is to make financial literacy accessible and meaningful for everyone. My Retirement Network was created to bridge the gap between complex financial concepts and the everyday decisions that shape financial futures. The platform empowers individuals at every stage, whether they’re planning for retirement, starting a career, or teaching their children about money, to understand and take control of their financial well-being. Through education and awareness, Melissa supports people on their journey to building a stronger, more informed financial foundation.

Should You Use Your “Sacred” Retirement Fund To Save Your Business? & 2026 Jobs Outlook As rapid technological shifts ripple through every industry, many entrepreneurs are finding themselves in a temporary cash flow crunch. While retirement accounts are often viewed as a "sacred chest" that shouldn't be touched, Wes Moss explores how to strategically leverage your brokerage and Roth IRA accounts to bridge the gap. Also, Wes dives deep into the latest data from the U.S. labor market to see what it actually means for your portfolio. Despite some "ancient history" revisions from 2025 that initially painted a gloomy picture, the January 2026 jobs report tells a much more resilient story. Whether you're managing a business or a retirement timeline, understanding these labor trends is key to staying invested with confidence. Mentioned on the show: Asset Class Returns A Jack Bogle Lesson: Remember Reversion to the Mean How To Freeze and Unfreeze Your Credit With Experian, Equifax and TransUnion What Is Long-Term Care Insurance Cost & Coverage Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the February 17, 2026, 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

Welcome to the final episode of our special Be a Coach series. So far, I've answered questions about our Certified Fibromyalgia Advisor® class and what it takes to become a Certified Fibromyalgia Coach®. Some of the topics covered in the first three parts of this special series were what a Certified Fibromyalgia Advisor® and a Certified Fibromyalgia Coach® is, the difference between the two, who makes a good Certified Fibromyalgia Coach® and who is better suited to be a Certified Fibromyalgia Advisor®, what you need and don't need to become a Certified Fibromyalgia Advisor® or Certified Fibromyalgia Coach®, why the world needs fibro coaches, and why you should consider becoming one. In this final installment, I'm digging into the nuts and bolts of how you can become a Certified Fibromyalgia Advisor® or Certified Fibromyalgia Coach®; including the exact steps you need to take.       Note: This episode is not meant to be medical advice. Every person and every situation is unique. The information you learn in this episode should be shared and discussed with your own healthcare providers. Did you catch our Virtual Open House? Tami answered the top six questions about our classes, plus the differences between our Advisor and Coach training paths, and which one might be right for you. Discover our tuition and payment options, and how our classes are tailored for fibro brains and bodies. Catch the replay of the event here. Don't like waiting? Get the full Be A Coach series NOW! Register to access the complete 'Be A Coach' series, along with several bonus episodes, delivered straight to your favorite podcast app. Use this link to sign up for FREE. Interested in hearing from our alumni about their journey in our courses? Register to receive our complimentary 'Fibromyalgia Stories of Hope' collection, automatically delivered to your favorite podcast app. Use this link to subscribe. Use this link to subscribe. For daily doses of hope, inspiration, and practical advice, join Tami on Facebook or Instagram. Need a good book to read? Download Tami's books for free. Ready to take back control of your life and health? Schedule a consultation with a Certified Fibromyalgia Coach®.

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Andrew Mirolli, CEPA. Andrew is the Co-founder and Head of Client Services at BuyAUM. This is the third episode of a three-part series discussing business succession planning through the lens of a financial planner. In this episode, Andrew and Mike discuss the purchasing of another book of business and the planning, terms, and nuances associated with it. They also talk about things advisors should consider once they sell the business and fears related to selling their practice. This is a great episode for any advisor considering the purchase of another book of business or selling their own firm. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

What does it take to build meaningful, scalable professional development for academic advisors across an entire university system?In this episode of Adventures in Advising, Matt and Ryan pull back the curtain on a remarkable systemwide effort within The University of Texas System: the creation and launch of the Fundamentals of Excellence in Academic Advising learning modules. Joined by Angelica Barrera, Weston Rose, Dr. Heather Smith, and Dr. Rebecca Karoff, the conversation traces this initiative from early vision to implementation, highlighting the collaboration, trust-building, and intentional design required to support advising at scale.Listeners will hear how system leadership partnered with campus practitioners, how advisor voices shaped the curriculum, and how flexibility was preserved across diverse institutional contexts. Along the way, the guests share lessons learned, early outcomes, and insights for other systems seeking to elevate advising as a profession and a cornerstone of student success.Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

You do not want to miss out on DOME! It will change how we shop, how we sell and it is not a matter of if it is just when! CEO of Sparxworks Billy Newell and long time ecommerce Advisor to Sparxworks John Casey join the show to explain why DOME is a no brainer for brands and retailers. It basically makes your site into an LLM/Answer Engine. This new startup is going to catch fire and Summer, Hayley and Scotty had a great time learning more! Enjoy Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email   Guest: William Newell  LinkedIn: https://www.linkedin.com/in/williamnewell/ Website: https://sparxworks.com/   Guest: John Casey  LinkedIn: https://www.linkedin.com/in/jocasey/ Website: https://sparxworks.com/ QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

On today's (Tuesday1 of 2) episode of the Steak for Breakfast Podcast, we are covering:   -Episode 700: Hosted by Rone & Alan Jacoby  The never ending Epstein narrative takes some interesting turns; ensnaring Steve Bannon closer to the convicted sex trafficker while exposing some admirable measures made by Donald Trump back in the early 2000s   The woke mob loses the narrative (again) trying to paint President Trump as a racist     Guests: In Order of Appearance    All profile handles are for X (formerly Twitter)    Roger Stone: (@RogerJStoneJr) NYT Best-Selling Author; Host, The Stone Zone; Political Consultant, Advisor, Insider & Icon   Website: https://www.stonecoldtruth.com/   Show: https://wabcradio.com/show/the-stone-zone-roger-stone/   Subscribe to the show and rate it, don't forget to leave a review on Apple Podcasts and Spotify. And find everything Steak for Breakfast at https://linktr.ee/steakforbreakfastpodcast Be sure to listen, like, follow and SHARE our Steak for Breakfast content!   Steak for Breakfast:    SUBSCRIBE on Apple Podcasts: https://podcasts.apple.com/us/podcast/steak-for-breakfast-podcast/id1498791684   SUBSCRIBE on Spotify: https://open.spotify.com/show/3MXIB2s8IWLoT4tnBMAH9n?si=izN0KShBSAytW5JBBsKEwQ   SUBSCRIBE on YouTube:    Full shows: https://youtube.com/@steakforbreakfastpod   Steak Tidbits: https://youtube.com/@steaktidbits   EMAIL the show: steakforbreakfastpodcast@protonmail.com    Steak for Substack: https://steakforbreakfastpodcast.substack.com   linktree: https://linktr.ee/steakforbreakfastpodcast   MyPillow: Promo Code: STEAK at checkout  Website: https://mystore.com/steak Website: https://www.mypillow.com/steak  Via the Phone: 800-658-8045    My Patriot Cigar Co. Enter Promo Code: STEAK  and save 25% http://mypatriotcigars.com/usa/steak   Saddles in Service - “Because no hero should ride alone” https://saddlesinservice.org   Man Rubs Enter Promo Code: STEAK15 and save 15% https://manrubs.com   BattleBorn Coffee Roasters enter promo code: STEAK and save 20% off your first order  https://www.battleborn.coffee   New Hope Wellness use this link or enter promo code: STEAK during intake for free consultation and $100 off your first order https://www.newhopewellness.com/steak Call: 1-800-527-2150

Why Everything Still Feels Expensive & Growth vs. Value Stocks: Which Is Best? Is inflation going away? The reality is that while the rate of change might slow down to 2% or 3%, the cumulative "stacking" of past inflation remains, leaving consumers anchored to old prices while fighting for higher wages. Wes Moss explores why we can't afford to get complacent and how this cycle is exactly why we invest in the first place. Also, Wes peels back the layers of the market to examine the two main "flavors" of investing: Growth vs. Value. Using the analogy of apples, Wes breaks down the fundamental differences between the fast-moving, low-dividend world of Growth stocks (like Amazon) and the mature, dividend-heavy world of Value stocks. Which fits best in your portfolio? Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the February 10, 2026, 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

Dollar vs. Gold: Why You Don't Need To Panic & #1 Retirement Fear (and Ways To Let It Go) While recent headlines might suggest the dollar is "plunging" as gold and silver prices soar, Wes Moss provides a grounded perspective on why the decline, while significant, is still well within historical ranges, and why he believes our economy is still strong. Also, Wes dives into the top fear facing Americans: the fear of running out of money in retirement. As humans, we are wired to prioritize protection and survival, but letting this fear dictate your financial strategy can be counterproductive. Wes breaks down the research behind this common anxiety and introduces five actionable steps designed to eliminate financial dread and help you regain confidence in your long-term plan. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the February 3, 2026, 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