Podcasts about advisor

LifeBlood: We talked about how to detach to find happiness and fulfillment, the 10 biggest negative attachments we fall victim to, finding what's true versus our perceptions, the importance of self-awareness and personal agency, and how to get started detaching from the things holding us back, with Bob Rosen, NYT Best-Selling author, CEO, and Advisor.  Listen to learn why self-love and gratitude are table stakes for a fulfilling life! You can learn more about Bob at BobRosen.com, Instagram, Facebook, and LinkedIn.  Pick up your copy of Detach here:  https://amzn.to/3ZcWQxn  Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood Copyright LifeBlood 2025.

Avoid This Potentially BIG Roth Blunder and 3 Keys to Happy Retirement Success Don't make this potentially HUGE Roth mistake! Fiduciary financial advisor Wes Moss reveals a little-known rule about rolling over your Roth 401(k) into a Roth IRA that could cost you big. If you've only contributed to a Roth 401(k), you need to hear this to avoid a costly blunder with the 5-year rule. Also, Wes recently received a retirement love letter from a couple who are self-proclaimed “happiest retirees on the block.” He shares the letter and the big keys to happy retirement success. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 8, 2025 Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:    BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

We caught up with Virginie Berger, Founder of Don't Believe the Hype and Advisor at MUSICx; fmr. MatchTune during Music Biz 2025 for a conversation covering the sentiments of fear and concern surrounding the uncharted territory that is AI. She addresses the complications and confusion today's music market faces, current copyright wins & losses, the fine line AI walks in terms of what is & isn't forbidden, and MatchTune's AI detection and audio fingerprinting solutions. Touching on legislation in the US, UK and Europe, she explains how rushed governance in the past failed to take into account the issues we are facing now. Virginie also discusses her Music Biz panel on what lessons the music business can learn about embracing new tech from the adult entertainment industry, and how the Conference serves as a forum for all types of topics.

Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you're looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights! What You'll Learn in This Episode:✔How to transition from a reactive to a proactive service model✔The power of client segmentation and why not all clients should be treated equally✔Why a structured service calendar increases efficiency and client satisfaction✔The importance of clearly articulating your value so clients can easily explain it to others✔How strategic workflows and automation can help you scale without burning outAnthony shares real-life examples of what works (and what doesn't) in running a successful advisory business. He also talks about his own journey—taking a leap of faith, buying into a practice, and building a model that's better for both clients and advisors alike.Tune in now to discover how you can create a practice that's intentional, scalable, and built for long-term success!-----------------------------------Connect with Anthony on LinkedIn HERE!Anthony's website HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

This week, Jack Sharry talks with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research. Colleen is also a member of the Office of the CEO, the Board of Directors, and the Executive Council, and a part of Cambridge's Executive Administration team. She focuses on driving associate engagement and financial professional satisfaction while advancing and discovering new ways to meet ongoing client needs.  Colleen shares how she transforms client and advisor experiences by eliminating friction, digitizing legacy processes, and designing products that meet the increasingly complex needs of today's investors. From AI-powered solutions to driving paperless processes, Colleen walks us through the behind-the-scenes work that powers innovation at scale and how Cambridge is rethinking service models, collaborating across custodians, and pulling together fragmented account data. In this episode: (00:00) - Intro (01:52) - Colleen's role at Cambridge Investment Research (03:36) - Pain points advisors face around customer experience (06:08) - Cambridge's technology solutions for advisors (07:22) - Cambridge's "Paper Not Alive in '25" (11:17) - The role of financial planning in providing comprehensive advice (13:01) - The integration of non-traditional assets (14:57) - Colleen's thoughts about the future of the industry (17:01) - The current and future of AI in wealth management (19:11) - AI adoption among advisors (21:28) - The importance of human interaction and building relationships (23:28) - Colleen's key takeaways (24:14) - Colleen's interests outside of work Quotes "Anything that we can do to automate that experience, remove the need to provide information, or remove all paperwork from the industry is my goal, and that's what we're looking for." ~ Colleen Bell "Artificial intelligence will completely transform the way that our advisors interact with the home office and how they interact with the clients." ~ Colleen Bell "AI is never going to replace what we, as humans, and our advisors do. It's those advisors who don't adopt it who will be left behind because they're not taking the next step to become efficient and effective." ~ Colleen Bell Links  Colleen Bell on LinkedIn Cambridge Investment Research Unreasonable Hospitality Will Guidara The Coming Wave How to Know a Person Frances Frei Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Humans in the Hot Seat, a spinoff of the Humans of Travel, is currently running a 10-part mini-series on the 2025 TravelAge West Trendsetter Awards, which recognizes some of the most forward-thinking and impactful travel advisors in the U.S.  Each year, the Trendsetter Awards recognize outstanding travel advisors across five unique categories: Best Targeted Marketing Idea Best Group Booking Effort Upward Bound: Rockstar Advisor Under 40 Saving the Day Best Use of Social Media Listeners will hear directly from this year's finalists about what makes their work stand out, including the creativity, the dedication, and the stories behind their nomination. This episode features Sam Johnson of Prescription Travel, nominated in the Upward Bound, Rockstar Advisor Under 40 category. This episode is sponsored by Lindblad Expeditions - National Geographic. RESOURCES MENTIONED IN THIS EPISODE Sam Johnson of Prescription Travel Sam's previous Humans in the Hot Seat Episode Call Sam:  (406) 570-9612 ABOUT YOUR HOST Emma Weissmann is the Executive Editor of TravelAge West, a print magazine and website for travel advisors based in the Western U.S. She is also the co-host of Trade Secrets, a podcast created with sister publication Travel Weekly, and the Editor-in-Chief of print publication AGENTatHOME.TravelAge West also produces events including Future Leaders in Travel, Global Travel Marketplace West, the WAVE Awards gala ad the Napa Valley Leadership Forum. ABOUT THE SHOW TravelAge West’s award-winning podcast, “Humans of Travel,” features conversations with exceptional people who have compelling stories to tell. Listeners will hear from the travel industry’s notable authorities, high-profile executives, travel advisors and rising stars as they share the highs and lows that make them human.See omnystudio.com/listener for privacy information.

This episode features Natalia Schwien Scott. She is an herbalist, wildlife rescue & rehabilitation apprentice, and Ph.D. candidate in the Study of Religion at Harvard University, where she recently completed a Master of Theological Studies degree with a focus on the intersection of ecology and spiritual practice. She researches relational ontologies, posthuman ethics, and diction on personhood in scientific discourse. She also serves as an Advisor and Program Associate for the Thinking with Plants & Fungi Initiative at the Center for the Study of World Religion, which we discussed in our previous episode. Learn more about her amazing work here: https://www.selkieprojects.com

In this Mission Matters episode, Adam Torres interviews Calvin Cooper, Advisor at The Milken Institute, Partner at Pilot Wave Holdings, and Co-founder at NeuroMetric.AI. Cooper breaks down the need to democratize private capital, close the AI performance gap, and empower local economies—all while aligning tech innovation with national policy for a more equitable future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Calvin Cooper⁠, Advisor at The Milken Institute, Partner at Pilot Wave Holdings, and Co-founder at NeuroMetric.AI. Cooper breaks down the need to democratize private capital, close the AI performance gap, and empower local economies—all while aligning tech innovation with national policy for a more equitable future. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Friday Fiduciary Five, Eric Dyson talks about trends in advisor RFPs, emphasizing the importance of likability, participant engagement, and support for HR teams. He highlights that committees still prioritize fiduciary consulting and support. However, this has become table stakes. The difference that many plan sponsors and committees look for is in the value advisors can bring to enhance employee understanding and appreciation of benefits. Eric shares insights from his experience in personally conducting advisor searches and RFPs for plan committees, noting that personal connections and cultural fit are crucial. He advises advisors to focus on their company's culture and values, as well as their ability to assist with HR tasks, to stand out in the competitive advisor market.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

Chris's Summary:Jim and I examine broker vs advisor sold RILAs using real cap rate comparisons from 2024 to highlight how identical contracts can offer different outcomes. We explain how six-year outcome periods work, what locking in gains actually does, and when fees can reduce returns more than commissions. This episode is less about product bias […] The post Broker vs Advisor Sold RILAs: EDU #2527 appeared first on The Retirement and IRA Show.

The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreign policy through in-depth commentary and interviews. Wednesday evenings you can listen to the audio version of The Gunn Show with Sheila Gunn Reid the Chief Reporter of Rebel News. Sheila brings a western sensibility to Canadian news. With one foot in the oil patch and one foot in agriculture, Sheila challenges mainstream media narratives and stands up for Albertans. If you want to watch the video versions of these podcasts, make sure to begin your free RebelNewsPlus trial by subscribing at http://www.RebelNewsPlus.com

Our guest is STEVE GRAVES, one of the top executive coaches in America. Steve is the founder of Cornerstone Coaching, and co-founder of Life@Work. Steve is the best-selling author of multiple books, including his most recent Radical Stewardship, and also an entrepreneur, investor, and strategic advisor to CEO's and corporate executives. And recently launched Cornerstone Plus, a membership coaching community. We discuss leadership, why stewardship matters, the power of generosity, navigating faith and work, fly fishing, what CEO's are navigating, and much more. Make sure to visit http://h3leadership.com to access the list and all the show notes. Thanks again to our partner for this episode: REGENT BANK - connect with the team at https://www.regent.bank/.  Regent Bank is one of the fastest-growing financial institutions in the country, uniquely positioned as a faith-based bank with a clear purpose: “To show God's love to employees, clients, and communities.” Regent Bank stands out with both a dedicated prayer team and a specialized department focused exclusively on serving faith-based organizations, where all nonprofit clients are offered completely free banking services, along with highly competitive interest rates and access to specialized support across multiple financial areas. Find out more at http://regent.bank. And CONVOY OF HOPE - visit http://convoyofhope.org/donate. Please donate to the LA Fires efforts and also Hurricane Helene and Milton relief effort and ongoing work at http://convoyofhope.org/donate. Convoy is my trusted partner for delivering food and relief by responding to disasters in the US and all around the world. Right now, Convoy of Hope is responding to the LA fires, along with devastation in the southeast US from Hurricane Helene and Milton, providing basic needs like food, hygiene supplies, medical supplies, blankets, bedding, clothing and more. All through partnering with local Churches. Join me and please support their incredible work. To donate visit http://convoyofhope.org/donate.

- Common Myth-Conceptions: things you grew up believing that aren't so- Millions of Millionaires: the US added more than a thousand new millionaires every day in 2024- Retirement Savings (Good News/Bad News) - Vanguard reports shows that retirement savings AND 401k hardship withdrawals at all time highs- Pentagon Pizza Orders Theory: increased pizza orders near the Pentagon can predict international conflicts or times of crisis. - 6 Questions to Make An Advisor Squirm: get to the truth of what an advisor can and can't do for you- 10th President John Tyler's Grandson Died This Year: RIP to one of my favorite history factoids

Due to the US holiday, 4th of July, I am re-publishing one of our greatest hits and most popular episodes. The “Best of 2024” episode features sixteen don't miss moments from HR executives and thought leaders who…So, who can you expect to learn from on this episode? Rhonda Morris, CHRO, ChevronJeffrey Pfeffer, Professor Stanford University and Author of 16 books including the “7 Rules of PowerKerrie Peraino, Chief People Officer at VerilyKevin Wilde, Executive Leadership and Talent Development Expert & AuthorKelly Monahan, Managing Director, Research Institute at UpworkDave Ulrich, Bob Eichinger, and Allan ChurchLybra Clemons, a C-Suite executive with experience leading talent, culture, and DEI Shaun Mayo, Chief People Officer, Arizona Cardinals Football ClubAmy Kates, Organization Design Expert, Consultant, Educator, and Author of Five BooksKevin Cox, Founder and President of LKC Advisory & Anthony Nyberg, Director, Center for Executive Succession at University of South CarolinaJordana Kammerud, SVP & CHRO, CorningLucien Alziari, EVP and CHRO of Prudential Financial, IncGinger King, CHRO, Kohler Co.Tim Richmond, EVP & Chief Human Resources Officer, AbbVieStephanie Lilak, EVP & Chief People Officer, Mondelez InternationalPrasad Setty, Lecturer, Stanford GSB, Advisor, Former VP at Google, People Ops and WorkspaceEpisode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

Carly Chenault is the Founder of MARKET EDIT, a strategic advisory and media firm that shares retail strategy and cultural insights through its publication, Retail Roundtable. With over 15 years of experience in retail and luxury brand strategy, she covers fashion and retail trends to empower emerging founders. Carly is also an Advisor at Need It For Tonight, a same-day fashion delivery platform.  In this episode… Many retail brands believe they're delivering a compelling customer experience until sales dip and consumers lose interest. Why do so many businesses miss the signs that their customer relationships are slipping? Even with a solid product and strong brand recognition, growth can plateau when companies ignore evolving customer behavior, overlook internal leadership shortcomings, and fail to adapt their strategies. How can brands remain relevant in today's retail environment? According to fashion and retail strategist Carly Chenault, overcoming growth plateaus requires founder self-awareness, customer insight, and adaptability. She recommends employing structured experimentation, building community by integrating physical and digital retail experiences, and leveraging technology like digital try-ons and wardrobe AI to streamline the customer experience. Carly also advises innovating with intention, collecting customer feedback, and prioritizing ease, trust, and transparency in customer interactions. Tune in to this episode of the Up Arrow Podcast as William Harris invites Carly Chenault, Founder of MARKET EDIT, to discuss scaling a retail brand by transitioning back into brick-and-mortar. Carly talks about building a community through immersive pop-ups, the psychology of retail layouts, and how to fail strategically.

En Empresas con Identidad conocemos a José Coll, CFO de Catalyxx. Compañçia especializada en transformar bioetanol en químicos sostenible. Y en Digital Business ponemos el foco en la Tokenización de activos con Jaime Silio Delibes, Head of Innovation & Transformation Securities Services en BME, Grupo SIX; Ángel Luis Quesada Nieto, Ceo y fundador de Onyze y con Javier de Alfonso, Head of Advisor en OpenBrick.

In this episode, I discuss why momentum is the real driver of long-term success for financial advisors. Working with thousands of advisors over the years, I've seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That's why I focus on helping advisors recognize when they've gone off course and take immediate, tactical steps to reset, starting within the next 60 minutes.

Most women think they need an advisor to manage their portfolio.Advisors often cost you more than they earn and the complexity they create is by design.In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math's.Tune in to learn:How simplifying your portfolio could save you over $660K in feesWhat ETFs are, and why they outperform most high-fee advisor-managed fundsWhy your retirement plan probably doesn't add up and how to fix it in minutesA shortbread cookie analogy you'll never forget (yes, seriously)Real numbers from women who added 800K+ to their portfolio with one shift

Meet the real deal! The former Met Inspector and longest-serving Police Advisor on The Bill is here! The mighty Trevor Hermes worked on the series for a decade and saw the show transform on multiple occasions. In this first part of a two-part special, I met Trevor at his home where he shared some of his favourite Sun Hill memories with me, as well as the highs and lows of his police career. TW: During this open and very honest chat, Trevor pulls no punches when recalling moments from his police career, including revealing details of some personal traumas, which some of you might find upsetting. I hope you enjoy this chat with a man who was such an important part of the fabric of The Bill for ten years! The Bill Podcast is brought to you in proud association with georgefairbrother.com shop.saturdaymorningpress.co.uk vanguardcomics.co.uk gibconsultancy.co.uk and mcr-seo.com The Bill Podcast is brought to you in proud association with georgefairbrother.com shop.saturdaymorningpress.co.uk vanguardcomics.co.uk gibconsultancy.co.uk and mcr-seo.com Unlock 250 hours of exclusive "The Bill" content - including cast/crew interviews, episode commentaries, reaction videos and the weekly series "The Evidence Room", where Oliver Crocker reveals rare behind the scenes production paperwork from 1999 - including unmade storylines. Join from just £2.99 - patreon.com/thebillpodcast

Private markets are no longer just for the ultra-wealthy. In fact, they may be the missing piece in your clients' portfolios—and AssetMark is betting big on that future. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Michael Kim, president and CEO of AssetMark, to unpack how technology, education, and private … Read More Read More

Advisor and Uber driver Marwan Awar on the benefits of talking about holidays in his taxi.  

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Greg Bartalos, editor-in-chief of Barron's Wealth & Asset Management Group. Greg tells our listeners the story of how he landed at Barron's—not once, but three times—and offers valuable advice on how to foster relationships with journalists in … Read More Read More

Scott Kitun is a seasoned entrepreneur and investor. He currently serves as Advisor to the CEO at Republic, where he is building the infrastructure to enable retail investors to access private equity through tokenization. As a Strategic Advisor and Investor at KingsCrowd, Scott is helping to create the leading investment research and advisory firm for retail private markets, empowering everyday investors to make data-driven decisions in the private equity space. In this episode, KJ and Scott explore the impact of AI on the financial ecosystem and the need for investors to diversify to mitigate market volatility. Episode Highlights: 09:11 The Underserved Market and Private Infrastructure 16:18 The Future of Retail Investing 23:43 Simplifying Transactions with Blockchain 24:20 Tokenization and Real-World Assets 26:25 Challenges in Retail Investment Access 36:25 Resources for Learning About Private Equity Quote of the Show (16:00): “Private equity in general has beat public stocks 19 out of 20 years…”- Scott Kitun Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Scott Kitun: LinkedIn: https://www.linkedin.com/in/kitun/ Company Websites: https://www.linkedin.com/company/republic.co/ https://www.linkedin.com/company/kingscrowd/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

You've finally reached Go-Live after a long, complex ERP implementation, congratulations! But what comes next? While Go-Live might feel like the final destination and end of the project, your ERP journey is far from over. Post Go-Live optimization is crucial to working out the quirks in your system and maximizing on the value your team spent so much time putting in place. Executives must freshly consider the organization's strategy with the new possibilities available to them with more modern software. On this episode of The ERP Advisor, hear from Shawn Windle, EAG's resident ERP expert and advisor to CFOs and financial executives, on developing your roadmap for post go-live optimization to get the most from your ERP. 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

En Empresas con Identidad conocemos a José Coll, CFO de Catalyxx. Compañçia especializada en transformar bioetanol en químicos sostenible. Y en Digital Business ponemos el foco en la Tokenización de activos con Jaime Silio Delibes, Head of Innovation & Transformation Securities Services en BME, Grupo SIX; Ángel Luis Quesada Nieto, Ceo y fundador de Onyze y con Javier de Alfonso, Head of Advisor en OpenBrick.

In this episode of the None of Your Business podcast, host Shawn welcomes Dr. Ted Vickey, who shares his fascinating journey from an intern at the White House to running its fitness program across multiple presidencies. The discussion spans Dr. Vickey's personal experiences, the importance of fitness in high-stakes environments, and the evolution of personal health monitoring through wearable technology. The episode dives deep into artificial intelligence, wearable data, and how these advancements are transforming personal training, health monitoring, and ultimately, how we live our lives. Dr. Vickey also touches on his entrepreneurial ventures, including a new dashboard for consolidating health data and the Well Infused franchise he is launching in Houston and Dallas. The episode concludes with practical advice on how listeners can integrate technology into their health routines and take proactive steps towards better health outcomes. 00:00 The Pressure of Perfection01:16 Landing a Job at the White House02:33 Running the White House Fitness Program08:23 From the White House to Entrepreneurship10:05 The Future of Wearable Technology18:27 Exciting New Ventures and AI19:38 Conclusion and Contact Information Shawn AI Board of Advisor: www.tedv.link/shawnGet Your AI Technology Readiness Score: www.tedv.link/aiSupport the showJoin the #1 Community for Service-Based Entrepreneurshttps://www.blackdiamondclub.com Follow Shawn and Lacey on Social Media: https://www.instagram.com/drshawndill/ https://www.instagram.com/drlaceybook/

Midyear Outlook: Getting in Sequence by ClearBridge Investments

The Secret to Consistent Investing and Your Financial Safety Net for Any Market Are you tired of "FOMO Freddie" always bragging about his latest hot investment? Fiduciary financial advisor Wes Moss reveals why chasing market trends is a dangerous game and how sticking to your investment style is the key to long-term success. We'll dive into the perils of FOMO investing and show you what happens when you jump from one "best" strategy to the next. Also, Wes breaks down the critical concept of "dry powder" – what it is, why you need it, and how it acts as your ultimate financial buffer during market downturns. Learn about the different types of liquid safety assets that can protect your portfolio and give you peace of mind, no matter what the economy throws your way. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 24, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:    BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

#619: Dave is no longer happy with his financial advisor, but he's nervous about switching over to self-management after being completely hands-off for so long. What should he do? An anonymous caller keeps hearing about the benefits of Cost Segregation for investment property. What is it? And should he apply this strategy to his recently acquired duplex? Another anonymous caller is eagerly anticipating a windfall from his employer's upcoming IPO. How should he prepare for this, and what happens if it fails? Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it at https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode619https://affordanything.com/episode619 Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this candid Shop Talk episode, Brianna joins from Costa Rica, where she's spending a month on a “sabbatical-ish”—a slower pace of work made possible by years of intentional business design. She and Whitney unpack what it really takes to step away from the day-to-day without compromising client experience. They discuss shifting from task-based delegation to outcome-based leadership, building a team culture rooted in ownership and empowerment, and redefining success beyond revenue. Plus, they reflect on the personal and professional growth required to truly let go and why they've decided to sunset the Advisor Accelerator after five impactful years.

In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with John Manganaro, senior reporter at ThinkAdvisor, about the shifting landscape of retirement income planning. They explore how technology is reshaping financial planning, the growing need for holistic advice, and the challenges both advisors and consumers face in finding effective tools. John offers insights into the future of financial software, the value of human advisors, and the behavioral side of planning-highlighting the importance of addressing both financial and lifestyle goals in retirement.   Takeaways Technology is expanding what financial advisors can do. Holistic advice is becoming essential for effective retirement planning. An aging population is driving greater demand for financial planning. Advisors are increasingly using advanced tools for tax-efficient retirement income strategies. The advisor's role remains critical in implementing and personalizing financial plans. Behavioral factors are just as important as the numbers in financial planning. More new advisors are focusing on serving middle-class clients. AI may help democratize access to quality financial advice. New software solutions are reshaping how the industry delivers financial planning. Many next-generation advisors are driven by a desire to help others, not just manage wealth. Chapters 00:00 Introduction to Retirement Income Planning 03:00 The Role of Technology in Financial Planning 06:03 Understanding Holistic Financial Advice 09:05 The Evolution of Financial Planning Tools 11:54 Challenges in Accessing Financial Advice 14:57 The Future of Financial Software Solutions 25:56 Exploring Social Security Strategies 28:07 Preparing for Retirement: Lifestyle Considerations 30:00 Behavioral Challenges in Financial Planning 33:00 The Evolution of Financial Software 39:07 The Role of AI in Financial Advice 42:57 The New Wave of Financial Advisors   Links Upcoming Retirement Researcher Webinar: What's Involved When Working With an Advisor. Join Jason Rizkallah and Brian Bass from McLean Asset Management on Wednesday, June 25th at 1PM ET for a FREE webinar exploring how to evaluate and work with a financial advisor. Register now at retirewithstyle.com/podcast. Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

In this episode, Kevin Thompson of 9i Capital Group sits down with Cameo Roberson of Atlas Park Consulting to talk about what it really takes to break away and build your own firm.From navigating the leap from employee to business owner, to building operational systems that actually work, this episode is packed with real-world advice. Cameo shares insights from her book Beyond the Broker, highlighting the power of mentorship, having a clear vision, and staying resilient through the process.They cover:How to choose the right business model for your practiceWhy most advisors underestimate the importance of back-office systemsHow to scale without burning outWhat compliance fears are real—and which ones are in your headIf you're an advisor thinking about going independent, this conversation is the blueprint.Advisor vs. Business Owner: Key Differences (00:02:45)Origin and Purpose of Atlas Park Consulting (00:04:49)Industry Business Models and Reasons for Going Independent (00:07:20)Paths to Independence: RIA, Tuck-In, Aggregator (00:09:00)Fee Structures: Fee-Only vs. Fee-Based (00:12:36)Building a Sticky Client Ecosystem (00:14:41)Legacy Clients and Revenue Per Hour Analysis (00:15:50)Scaling While Maintaining Client Service (00:21:34)Emotional Side of Going Independent (00:25:03)Optimal Client Load and Service Model (00:30:43)Key Takeaways from Cameo's Book (00:33:12)Final Words and Inspiration (00:34:41)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

If you follow entreprenurial business news, you may have seen that Drybar founder, Alli Webb launched a new "anti-blowout" product line this week... and we at the Gratitudeology Podcast are here for the disruptive pivot!! We love Alli, so check out our replay of her episode today...*****Original Episode: If you love the look of a big, bouncy blowout... chances are you've heard of Drybar, the salon that revolutionized the industry with its exclusive focus on blowouts. Loved not only by women across America, but also by celebrities like Julia Roberts, Zooey Deschanel and Jennifer Garner, Drybar became a sensation.But the story behind this $255 million idea might surprise you…Alli Webb, Drybar founder, recounts her path from starting out having no clue what she wanted to do to twisting-and-turning her way through various job possibilities to embarking on the journey to launch this ground-breaking business.(Lest you feel like you should have it "all figured out" right away... think again!)The part of her story you may have heard before is the "female founder finds the white space, builds an empire, and makes an epic $255m exit" story. The part you may not know.... underneath it all, there was the realization that her marriage was failing and her teenage son was battling drug addiction.Alli shares her story, including the dark, messy truth about the parts that didn't look "perfectly coiffed." If you're struggling with life feeling less-than-perfect these days and wondering where to find the strength to keep going... tune in to hear Alli's gems, including: her advice for other entrepreneurs, how she overcame challenges like imposter syndrome, and how to find gratitude for both the obstacles and wins you're bound to face.IN THIS EPISODE:[00:09] Jamie introduces Alli Webb. [04:02] Alli begins to talk about her childhood and feeling like a late-bloomer.[05:43] Alli shares her experience moving and living in New York City to finding her way to beauty school. [07:59] Alli talks about motherhood and the itch to do something for herself.[09:57] Alli recounts how her business started and developed which led her to address a hole in the marketplace.[14:48] Alli describes where some of the defining details of Drybar were inspired by. [17:03] Alli talks about what drew celebrities like Zooey Deschanel, Julia Roberts, and Jennifer Garner to Drybar.[23:04] Alli opens up about her marriage and the realization that it wasn't going to last forever. [26:04] Alli shares her teenage son, Grant's, experimentation with drugs and her reckoning with how to parent him. [31:29] Alli describes Grant's turnaround and reveals her biggest lesson as a mother.[32:23] Alli explains her identity crisis during her second marriage and divorce. [35:28] Alli talks about what's next: new projects, mentorship, and dating. KEY TAKEAWAYS:[14:58] Alli shares her advice for all entrepreneurs to “build something that you want.”[31:50] Alli reveals the shift in her parenting approach, crediting “getting curious” to her and her son's healthy relationship. [36:50] Alli describes her gratitude for the little things, such as no longer being heartbroken or in pain from grief.************Make sure to follow Jamie @jamiehess on Instagram for news & updates, and visit our companion Instagram account @gratitudeology for a sneak peek into the personal moments discussed on the show.************Thank you to Alli Webb for sharing your truth with us today. Follow Alli on Instagram @alliwebb.Check out more about Alli: https://www.alliwebb.com/************The Gratitudeology Podcast theme music is by HYLLS, performed by Nadia Ali @thenadiaali ************Alli's Bio:Alli Webb is the Founder of Drybar, N.Y. Times Bestselling Author, Co-Founder Squeeze, Brightside and Becket + Quill. After spending 15 years as a professional hair stylist, Webb left the hair industry in 2005 to start a family, but after being a stay-at-home mom for 5 years, Webb decided to find a way to continue pursuing the creative side of hairstyling at a new-mom pace. She began offering affordable in-home blowout services to her mommy friends, which quickly expanded into a mobile operation by 2009. In 2010, Webb opened the first Drybar in Brentwood, CA. 10 years later and over 150+ locations across the U.S., Webb's Drybar has exploded into a nationally recognized and highly sought-after brand. Webb diversified the Drybar brand, creating a line of products and tools sold at popular retailers such as Nordstrom, Sephora, and Ulta, recently selling this product division to Helen of Troy for $255 million. Webb has been on the cover of Inc Magazine's “How I Did This” issue, named the “100 Most Creative People in Business” by Fast Company, featured on Fortune magazine's “40 Under 40” list, Marie Claire's “Most Fascinating Women” and recently Inc. magazine recognized her as one of “The 100 Women Building America's Most Innovative and Ambitious Businesses.” Webb appeared on season 10 of ABC's Emmy nominated hit show “Shark Tank” as a guest shark in 2019. Webb currently serves as an Advisor and Investor in The Feel-Good Company's newest brand, Brightside - A brighter take on infrared yoga & saunas. Brightside brings the well-researched benefits of infrared yoga & saunas. Brightside combines the well-researched benefits of infrared yoga and sauna, and modernizes them with thoughtful technology in just the right places. The gorgeous custom space will teleport you to the brightside, the moment you walk through the door, and the incredible services make every interaction personal and meaningful. Brightside's flagship location is now open in Culver City, CA.Advertising Inquiries: https://redcircle.com/brands

On this week's episode of Dollars & Sense, we dive into two hot financial topics that could impact your wallet and your future investments! Model Portfolios: Did you know assets in model portfolios surged to a record $8 trillion this year? Find out the pros and cons of these pre-packaged investment options and why you need to ask your financial advisor the right questions to truly know what you own. Are these portfolios helping you grow your money—or just serving the institutions? 529 College Savings Plans: There's groundbreaking news on the horizon! Proposed expansions could allow 529 funds to cover more educational expenses, from tutoring fees to curriculum materials and even SAT tests. Learn how these changes may offer greater flexibility and reassurance for parents and grandparents saving for their loved ones' education. 

Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/17/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Jeff Sebo is Associate Professor of Environmental Studies, Affiliated Professor of Bioethics, Medical Ethics, Philosophy, and Law, Director of the Center for Environmental and Animal Protection, Director of the Center for Mind, Ethics, and Policy, and Co-Director of the Wild Animal Welfare Program at New York University. He is also a Faculty Fellow at the Guarini Center on Environmental, Energy & Land Use Law at the NYU School of Law and an Advisor at the Animals in Context series at NYU Press. Jeff's research focuses on moral philosophy, legal philosophy, and philosophy of mind; animal minds, ethics, and policy; AI minds, ethics, and policy; and global health and climate ethics and policy. His books include The Moral Circle and Saving Animals, Saving Ourselves and he is co-author of Chimpanzee Rights and Food, Animals, and the Environment.In Sentientist Conversations we talk about the most important questions: “what's real?”, “who matters?” and "how can we make a better world?"Sentientism answers those questions with "evidence, reason & compassion for all sentient beings." The video of our conversation is ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.00:00 Clips01:20 Welcome- Our first Sentientist Conversation, episode 26 - Jeff's book The Moral Circle - Endorsements from previous Sentientism guests Barbara King and Peter Singer- Welcome Smokey!02:50 Jeff's Intro- Research and teaching and leading programmes at NYU including the Wild Animal Welfare Programme and the Center for Mind, Brain and Consciousness - Asking "How humans can better interact with the non-human world... who might matter, how much might they matter, what might they need, what might we owe them, what follows for our actions and policies and priorities...?"- Directing the Center for Environmental and Animal Protection "agriculture, farmed animal welfare, #biodiversity, wild animal welfare..."- Directing the NY Center for Mind, Ethics and Policy "Non-human minds... invertebrates and AI systems"04:37 The Moral Circle- JW: "Does it have to be a circle?"- "I was concerned... it implies that humanity is at the centre and that other beings matter or are closer to the centre to the degree that they resemble us"- "We right now at least increasingly agree that all humans and many non-human animals... merit consideration"- "The book asks 'should we go farther?'"08:32 What Makes Us Matter?11:39 Why is Sentience Important?19:16 What About Zero-Valence Consciousness?28:08 Properties vs Relational Approach38:10 So Who Matters?43:28 Do AIs Matter?48:47 Do Photons Matter?56:15 Do Future Beings Matter?01:01:51 How Much Do They Matter?01:14:44 The Role of Epistemology?01:18:26 A Better Future?01:22: 33 Follow Jeff:- Jeff on BlueSky - Jeff on Twitter- "The Moral Circle"- Saving Animals, Saving Ourselves (now open access and free to read!)And more... full show notes at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentientism.info⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Sentientism is “Evidence, reason & compassion for all sentient beings.” More at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentientism.info⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠"I'm a Sentientist" wall⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ via⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ this simple form⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Everyone, Sentientist or not, is welcome in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠groups⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The biggest so far is ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here on FaceBook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Come join us there!

MeidasTouch host Ben Meiselas reports on MAGA Mike Johnson's budget bill getting ripped up by Republicans in the Senate and Meiselas interviews former OMB Staffer and Current Director of Families over Billionaire's Michael Linden about his views on the budget bill. Visit https://meidasplus.com for more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you hear about the guy who tried to pay his taxes with a smile? Unfortunately for him, the IRS still prefers cash.All jokes aside, failing to file your taxes for several years is no small matter—but it's not the end of the road, either. Kevin Cross joins us today with practical steps to help you get back on track.Kevin Cross is a Certified Public Accountant (CPA) who has headed CPA firms in Florida and now Georgia. He has studied the tax code extensively and specializes in representing taxpayers before the Internal Revenue Service (IRS).Start With the Present, Not the PastThe further you fall behind, the more difficult it is to catch up. But rather than beginning with the year you first missed, he recommends filing your most recent return first—say, 2024—and working backward as needed. This shows the IRS that you're attempting to come into compliance, not ignoring your obligations.Falling behind on taxes is more common than most people think. Life events like divorce, disability, job loss, or even the rise of gig work can trigger tax complications. For example, many gig workers receive a 1099 for the first time, try to file using online software, and are shocked to discover they owe thousands. Rather than seek help, they freeze—and the following year's return also goes unfiled.Of course, COVID didn't help as many people have been struggling since then to get back on track.Do You Always Have to File?A common misunderstanding is that you must always file. If you're not going to owe anything, you don't have to file. That includes many senior citizens who live solely on Social Security.However, if you're due a refund, you have up to three years to file and claim it. Miss that window, and the refund is forfeited.Importantly, there's a difference between not filing and not paying. Sometimes you don't know what you owe—or if you owe—until you file.Even if you don't owe taxes on the sale of a primary residence, for example, the IRS won't know that unless you file. If you don't, you might receive a letter saying you owe thousands in capital gains tax—money you could've avoided paying.How to Begin the ProcessIf you're unsure how many years you've missed, a good first step is to request a Wage and Income Transcript from the IRS. This document shows all your reported income—W-2s, 1099s, Social Security, retirement distributions, and more. You can request it through the IRS website by searching for “IRS wage and income transcript.”Even with transcripts in hand, deciphering them can be complicated. That's why we strongly recommend seeking help from a CPA or tax professional familiar with IRS representation. You may not know what to do with what you find. You can find a Certified Kingdom Advisor (CKA) in your area who specializes in tax planning and preparation by going to FaithFi.com and clicking “Find a Professional”. Also, it's helpful to know that the IRS's own handbook, the Internal Revenue Manual, usually requires only the last six years of returns to be filed. That's a helpful limit for those unsure where to begin.The IRS Will Work With YouDon't let fear keep you stuck. The IRS can work with you. Options include payment plans or even an offer in compromise, which may reduce your total tax liability.Filing late taxes doesn't have to be terrifying. With the right help and a step-by-step plan, you can get back on track—and even experience peace of mind. The IRS just wants to see you trying. Start with today, and take it one step at a time.On Today's Program, Rob Answers Listener Questions:I have a TIAA retirement account from my husband's time as an adjunct professor at a local community college. It's a small amount. As I'm 76, I'm required to set aside a certain amount each year. I would like to give this to my son now so that those amounts can stay in the account and start accruing interest. Can I do that?We have a credit card balance of $15,000 with an interest rate of 11%. We try to pay $2,000 a month, but the balance keeps increasing. Part of the reason is that our 29-year-old daughter, who lives and works in London, has a card on our account. We initially gave her the card for emergencies and plane tickets home, but she's using it for other expenses, such as occasional Ubers and travel. We want to pay off this card, but we're making no progress. What can we do?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Kevin Cross (CPA)Internal Revenue Service (IRS.gov)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

 In Today's Episode... In this conversation, financial advisor Shane Bauman joins Jordan to discuss the illusion of not being as far along as one should be regarding finances. They explore the shame and pressure that can prevent people from taking control of their financial situation. Shane shares his journey into the financial advisory profession and his mission to help people have a healthier relationship with money. He emphasizes the importance of bringing financial struggles into the light and seeking help to navigate them, as well as having a vision and not dwelling on negative circumstances. Jordan and Shane also discuss the power of words and the need to focus on producing fruit in life. They encourage listeners to be the light in conversations and ask thought-provoking questions. The conversation concludes with an important reminder to check our motives and embrace our unique paths.   Connect with Shane Bauman Website LinkedIn Podcast Email - shaneb@risebeyondmoney.com   More about Shane Shane Bauman has been in the Financial Services industry since 2011. During his 13+ years in financial services, Shane has served in the role of Advisor, Managing Director, and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success. Before his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing, and Education sectors. His passion is in helping people reach their personal, business, and career goals. He's accomplished much of this by working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability.    Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can! eBook: Couples Guide to Getting on the Same Page About Money   Reminder: Subscribe, Rate & Review this podcast!   Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!  JordanPendleton.com

The war on Iran seeks "US global dominance" and to "weaken China", said Donald Trump's former national security advisor, General Michael Flynn. He admitted that the US is giving Israel intelligence, weapons, and training. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=SuNHt1-uWjE The real reasons for the US-Israeli war on Iran, explained: https://www.youtube.com/watch?v=OwH780cEcEQ Topics 0:00 (CLIPS) US-Israeli war on Iran 0:41 Trump advisor Michael Flynn 1:56 Steve Bannon interview 2:43 (CLIP) US support for Israel 3:33 (CLIP) Fight for "Western civilization" 3:51 Mike Flynn's Christian nationalism 4:15 Pete Hegseth's "American crusade" 5:04 Germany: Israel does West's "dirty work" 5:48 Trump: US "controls" Iran's skies 6:22 Trump approved attack on Iran 6:38 Trump demands "surrender" 7:02 CIA coup in Iran in 1953 7:55 (CLIP) Install pro-US Iranian regime 8:13 Targeting China 8:28 (CLIP) To "focus on China" 8:42 Targeting China 8:57 (CLIP) Pivot to Asia 9:05 Pivot to Asia 9:33 (CLIP) "China, China, China" 10:33 Allying with India 11:05 (CLIP) India's role 11:47 Israel-India relations 13:04 Shanghai Cooperation Org (SCO) 14:42 US divide-and-conquer strategy 15:30 (CLIP) "US global dominance" 15:41 Goals of US-Israeli war on Iran 17:16 Outro

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.

President Trump's relentless campaign against illegal immigration may have finally paid off. Also in this episode: we discuss the developments in Iran with Gabriel Noronha, the former State Dep. Advisor for Iran.  Wages For Blue-Collar Workers Increase By Nearly 2 Percent Under Trump ⁠https://dailycaller.com/2025/06/17/blue-collar-workers-nearly-2-percent-wage-increase-trump-scott-bessent/⁠ Pentagon Mobilizing Military Personnel To Support ICE ⁠https://dailycaller.com/2025/06/17/pentagon-mobilizing-military-personnel-to-support-ice/⁠ Tulsi Gabbard Accuses Media Of Taking Her Out Of Context After Trump Addresses Iran Assessment ⁠https://dailycaller.com/2025/06/17/tulsi-gabbard-donald-trump-odni-iran-nuclear-intelligence-uranium-enrichment/⁠ Sponsors: Fatty 15 - ⁠fatty15.com/VINCE⁠ Bon Charge - ⁠boncharge.com⁠ and use the code VINCE Brickhouse Nutrition - ⁠takelean.com⁠ Promo code: Vince20 Helix Sleep - Helixsleep.com/VINCE Learn more about your ad choices. Visit podcastchoices.com/adchoices

Secret Rule To Access Your IRA Early and Top 9 Things That Bring Joy in Retirement If you want to retire early, this rule can help! Fiduciary financial advisor Wes Moss breaks down the often-misunderstood Rule of 72(t). Discover how this IRS exception can allow you to access your IRA funds before age 59 ½ without incurring that hefty 10% early withdrawal penalty. Also, Wes dives into groundbreaking research on what truly brings joy and purpose in retirement. Wes shares surprising (and not-so-surprising) truths from his latest study of over 1,200 Americans. He reveals the top categories that consistently lead to a more purposeful and joyful post-career life. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 17, 2025, Ask an Advisor episode of the Clark Howard podcast.  Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:    BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Civilian supremacy over the military remains inviolate in our history and constitution. But what happens when a civilian Commander in Chief, such as Pres. Washington or Pres. Trump, legally deploy the U.S. military or federalized National Guard on American soil? This story is as old as our democracy. One could even argue that the use of militia to crush rebellion in America was a major contributing factor in the founding of the United States. In this interview, we discuss the history and evolution of the civil-military relations in the United States and draw comparisons to and lessons from other countries.

Erik Prince is an American businessman, former U.S. Navy SEAL, and the founder of Blackwater, a private military company established in 1997. A graduate of Hillsdale College, Prince heads Frontier Resource Group, a private equity firm, and promotes economic development in emerging markets. He hosts the podcast Off Leash with Erik Prince, launched in 2023, and founded Unplugged, a privacy-focused smartphone company. Prince, a vocal advocate for privatizing military operations and deregulation, has been linked to controversial arms deals and Trump-era political operations.  Erik Bethel is a General Partner at Mare Liberum, a fund focused on sustainability and national security in the maritime domain. He is a global finance professional with experience in the private and public sectors. In 2020, he was nominated to serve as the U.S. Ambassador to the Republic of Panama. Previously, he was nominated by the President and confirmed unanimously by the Senate to represent the United States at the World Bank. At the World Bank, Erik participated in the analysis and deployment of over $100 billion of capital in the developing world through grants, loans, equity investments, and other financial products. Previously, Erik spent over twenty years working as an investment banker and private equity professional at Franklin Templeton Investments, J.P. Morgan, and Morgan Stanley. Erik earned a BS in economics and political science from the United States Naval Academy in Annapolis and an MBA from the Wharton School of Business at the University of Pennsylvania. He serves on several Boards, including the United States Naval War College Foundation, is a Fellow at the Center for Strategic and International Studies (CSIS), and is an Advisor to Oxford Analytica - a geopolitical think tank. He speaks Spanish, Portuguese, and Mandarin. Shawn Ryan Show Sponsors: https://www.roka.com - USE CODE SRS ⁠https://www.betterhelp.com/srs⁠ This episode is sponsored. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. ⁠https://www.bubsnaturals.com/shawn⁠ ⁠https://www.meetfabric.com/shawn⁠ ⁠https://www.shawnlikesgold.com⁠ ⁠https://www.helixsleep.com/srs⁠ ⁠https://hexclad.com/srs⁠Find your forever cookware @hexclad and get 10% off at hexclad.com/srs! #hexcladpartner ⁠https://www.moinkbox.com/srs⁠ ⁠https://www.paladinpower.com/srs⁠ ⁠https://uscca.com/srs⁠ Guest Links: Erik Prince X - https://x.com/therealErikP  LinkedIn - https://www.linkedin.com/in/erik-prince   Podcast - https://podcasts.apple.com/us/podcast/off-leash-with-erik-prince Frontier Resource Group - https://www.frgroup.com Unplugged Phone - https://unplugged.com Erik Bethel LinkedIn - https://www.linkedin.com/in/erik-bethel-692604Mare Liberum - https://www.mareliberumcapital.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textWhat do you get when you mix scarlet berets, dive school lies, and a belt company that quietly shames your Amazon nylon webbing? You get this week's Ones Ready episode featuring the legendary Greg “Vic” Novickas—a battle-hardened Combat Controller who's operated at every level of AFSOC and is now rewriting how we prepare the next generation of warfighters.Vic takes us through his journey from broke in Key West to tactically melting faces across the globe. From diving with inflatable sheep to running human performance integration like a battlefield surgeon, Vic is helping reshape Air Force Special Warfare—from Basic Training mindsets to elite pipeline development. This one's deep, personal, hilarious, and full of hard truths—just how you like it.

I recently visited a first-of-its-kind exhibit in New York City: a full-scale replica of Anne Frank's hiding place during World War II. I had the opportunity to speak to Michael Glickman, who was key to this exhibit coming to the United States. And what you're about to listen to is the behind-the-scenes interview I conducted with Michael. I wasn't planning on sharing the full conversation! But as I listened to our conversation while preparing for our first piece on "Anne Frank The Exhibition," I felt like you would really enjoy it "as is" and learn a lot, like I did.  SUPPORT OUR MISSION: Love nonpartisan news? Want a bigger serving of the serious headlines?  Here's how you can become a SCOOP insider: https://www.scoop.smarthernews.com/get-the-inside-scoop/    Shop our gear!  Instagram: https://www.instagram.com/smarthernews/  Website: https://smarthernews.com/  YouTube Channel: https://www.youtube.com/smarthernews 

Do Retirees Need To Track Stock Earnings? And This Rule Can Help You Retire Early If you're a retail investor or a happy retiree, should you be paying attention to corporate earnings? Fiduciary financial advisor Wes Moss dives into why earnings matter for both individual stock owners and index fund investors. Discover how the overall earnings of the S&P 500 influence market trends and whether you need to obsess over every quarterly report. Also, Wes breaks down the "Rule of 55," a lesser-known strategy that could help you access your retirement money sooner without penalties. Most people know about the Rule of 59 1/2, but Wes reveals the specific qualifications and conditions for utilizing the Rule of 55 with your 401(k). Learn how this rule could accelerate your path to retirement! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 10, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:    BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices