Podcasts about advisor

Are We in a Passive Investing Bubble? and Lump Sum Investing vs. Dollar Cost Averaging Is passive investing creating a stock market bubble? Fiduciary financial advisor Wes Moss dives into the rise of index funds, why they became so popular, and the potential concerns. Also, Wes covers a classic investing strategy: Dollar Cost Averaging (DCA). He explains how systematically investing over time can smooth out your cost basis and make investing less daunting, especially with a lump sum. We'll look at how DCA stacks up against investing a lump sum all at once – you might be surprised by the numbers! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 20, 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:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Justin highlights key points of his conversation with wealth advisor Nick Agarker, covering the importance of viewing the IRS as a business partner, the critical role of a competent tax advisor, and the significance of gratitude and discipline in business success. Learn more about Relentless Value Coaching:  https://www.justingoodbread.com/coaching/

HR1 Dr. Kelly Victory, Steve House: Healthcare CEO asks RFK's Advisor To Resign 5-14-25 by John Rush

Employer Branding vs Employee Experience: What Attracts Top Talent in 2025?In this episode of The Lunchtime Series, Kevin Britz and co-host Craig Page-Lee explore the critical differences between employer branding, employee engagement, and the employee value proposition (EVP). They unpack why employer branding is no longer a luxury—but a necessity—and how aligning purpose and values can make or break your talent strategy.From Google and Apple to your own company culture, this episode delivers insights grounded in real-time business dynamics, talent trends, and strategic recruitment approaches. Whether you're an HR leader, executive, or employer brand strategist—this conversation is essential listening.

Florence is a German-French executive coach, marketing strategist, and author with a global track record of leading insights functions at Procter & Gamble, Estée Lauder, and Heineken. From her early days as a garment seamstress over becoming a "Marketer of the Year" at Cannes Lions, to qualify as a Professional Certified Coach at ICF in 2020 her journey reflects the power of reinvention and courage. Fluent in three languages and driven by purpose, Florence now empowers leaders through her coaching practice and her firm ambitionize, helping them grow with clarity, confidence, and heart. She is also the author of “Courage at Work”, published in 2025 at Routledge.Florence earned her Associate Certified Coach (ACC) accreditation from the International Coaching Federation (ICF)  in 2016 and Professional Certified Coach (PCC) in 2020, with training from MMS Worldwide Institute. In addition,she is trained in Non-Violent Communication, Transformation Leadership Presence and Positive Intelligence. She is a licensed consultant of JANSSEN'S MODEL® “Four rooms of change”. In addition, she is a partner at CONTUR GmbH, Advisor at ENLIGHTEN ADVISORY and a Peer Group Coach at InSymmetry. She is the founder of ambitionize, a consulting firm dedicated to leadership development, customer-centric strategies and insights-inspired marketing. Contact Florence: fmguesnet@ambitionize.deJoin her space for courageous leaders: https://419040.seu2.cleverreach.com/m/16103589Follow her at: https://www.linkedin.com/in/florence-m-guesnet-ambitionize/

Shannon's Top Headlines May 15, 2025:Trump Cabinet pick used same illegal psychedelic to 'find love' that Prince Harry has admitted to using: https://www.dailymail.co.uk/news/article-14713053/casey-means-donald-trump-prince-harry-mushrooms.html“RESIGN NOW” Healthcare CEO EXPOSES Calley Means – RFK Jr. Advisor in BOMBSHELL Exclusive Interview | Elijah Schaffer's Top 5 (VIDEO): https://www.thegatewaypundit.com/2025/05/resign-now-healthcare-ceo-exposes-calley-means-rfk/Trump's pick for surgeon general quit medical residency due to stress, former department chair says: https://www.latimes.com/world-nation/story/2025-05-08/trump-taps-casey-means-los-angeles-holistic-doctor-as-surgeon-generalTrump Advisor Larry Fink At WEF: “SUBSTITUTING HUMANS FOR MACHINES WILL BE EASIER IN COUNTRIES WITH DECLINING POPULATIONS”https://x.com/JimFergusonUK/status/1922949431134945768SJ Show Notes:Sign up for PickAx! https://pickax.comFollow Jeff Dornik: https://x.com/jeffdornikPlease support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTSupport Our Sponsors:You can get 20% off your first order of Blackout Coffee! Just head to http://blackoutcoffee.com/joy and use code joy at checkout.The Satellite Phone Store has everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyGet 45% OFF Native Path HYDRATE today! Special exclusive deal for the Joy audience only! Check it out HERE: www.nativepathhydrate.com/joyColonial Metals Group is the company Shannon trusts for all her metals purchases! Set up a SAFE & Secure IRA or 401k with a company who shares your values! Learn more HERE: https://colonialmetalsgroup.com/joyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comMAHA was a well-financed PR campaign designed to achieve three critical government/establishment goals:1. Protect Donald Trump, Joe Biden, the UNIPARTY and establishment infrastucture from ever having to address or be held accountable for COVID atrocities or the deadly COVID shots.2. Dilute the righteous message of medical freedom activists (using newly minted health celebrities with food obsessions) and deflect AWAY from their core issues of informed consent, bodily autonomy and PHARMA liability.3. Break apart and destroy the true medical freedom movement, which was launched nearly 30 years ago by parents of vaccine injured children and gained massive power with millions of new activists post COVID lockdown.The mainstream and conservative media are getting this all wrong about #MAHA.The headlines are describing a ‘bitter divide' but in reality it is a BREAKING OUT, as the true heroes and advocates of the MEDICAL FREEDOM community utterly reject #MAHA, their brand, their leaders and their fake movement purporting to represent medical freedom interests.It is GLORIOUS to watch.PickAx founder and medical freedom warrior Jeff Dornik joins me today to discuss this and MORE!Join the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is Starmer Labour's Enoch Powell? Why has Labour REALLY shifted right on immigration? On today's #NCFDeprogrammed we speak with James Price, former government Senior Special Advisor and Chief of Staff.

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/ The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs

Since the SEC's 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.Key takeaways:Prospects form up to 90% of their impression before ever speaking with you—your reviews matter.Google rewards user-generated content, making reviews a powerful SEO tool.A sustainable review strategy starts with a representative client sample and builds trust over time.Connect with us: Rishi Bharathan on LinkedInWiserAdvisor WebsiteCandice Carlton on LinkedInWant to learn more…Visit ficommpartners.com

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/ The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs

SJ Show Notes:Please support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTMake sure to subscribe to Anni's Substack: https://substack.com/@liveuptofreedomSupport Our Sponsors:You can get 20% off your first order of Blackout Coffee! Just head to http://blackoutcoffee.com/joy and use code joy at checkout.The Satellite Phone Store has everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyGet 45% OFF Native Path HYDRATE today! Special exclusive deal for the Joy audience only! Check it out HERE: www.nativepathhydrate.com/joyColonial Metals Group is the company Shannon trusts for all her metals purchases! Set up a SAFE & Secure IRA or 401k with a company who shares your values! Learn more HERE: https://colonialmetalsgroup.com/joyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comShannon's Top Headlines May 14, 2025:SJ Quoted In NYT On Casey Means: https://www.nytimes.com/2025/05/12/opinion/casey-means-maha.htmlThe Constitution vs. Sharia: One Must Fall: https://liveuptofreedom.substack.com/p/the-constitution-vs-sharia-one-mustThe Gulf of Betrayal: Trump Flirts with Erasing Persia: https://liveuptofreedom.substack.com/p/the-gulf-of-betrayal-trump-flirtsThe Iran Problem Israel's Not Allowed to Solve: https://liveuptofreedom.substack.com/p/the-iran-problem-israels-not-allowed“RESIGN NOW” Healthcare CEO EXPOSES Calley Means – RFK Jr. Advisor in BOMBSHELL Exclusive Interview | Elijah Schaffer's Top 5 (VIDEO): https://www.thegatewaypundit.com/2025/05/resign-now-healthcare-ceo-exposes-calley-means-rfk/Today, my amazing producer, Aynaz Anni Cyrus, joins me to talk about Trump's recent actions in the Middle East. Her unique perspective as a child victim of Sharia in Iran and her escape to the United States underscores her valid concerns about Trump's Obama-like submission to the Islamic fascists in Syria. Don't miss this STUNNING interview. Where we learn about Anni's story, advocacy, and mission to protect basic God given Human rights as laid out by our constitutionJoin the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech.   Key Takeaways: → How Practifi helps advisory firms scale faster. → Why Practifi's role-based CRM design empowers every team member. → How Practifi leverages AI to automate workflows and surface hidden growth opportunities. → How Practifi turns disconnected data into actionable insights. → Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape.   Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi's global go-to-market strategy and direction.   Connect With Adrian: Practifi Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

“Know well the condition of your flocks, and give attention to your herds, for riches do not last forever…” - Proverbs 27:23-24These days, our “flocks and herds” often look like stocks and mutual funds, not sheep and cattle. But the call to wise stewardship remains. One way we do that is through proxy voting. Jerry Bowyer joins us to explain how and why it matters.  Jerry Bowyer is the President of Bowyer Research and our Resident Economist here at Faith & Finance. He is the author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics.What Is Proxy Voting?Proxy voting is similar to civic voting. As a citizen, you vote in elections, attend town halls, and even influence legislation. As a shareholder in a company, if you own the stock directly, you have similar rights: to vote on proposals, ask questions, and even submit resolutions.But if you're invested through mutual funds or ETFs, you hand that vote over to someone else—often a fund manager or institution. And unless you know how they're voting, your values may not be represented at all.Many Christian ministries, nonprofits, and even pro-life organizations are unknowingly voting against their own missions. Why? Because they either don't engage in proxy voting or delegate it without vetting the recipient's values.How Can Investors Reclaim Their Voice?Proxy statements are often long, complex, and written in confusing legal language. For that reason, many advisors default to saying, “Just let the client decide,” rather than helping them engage meaningfully.Of course, that's not a good sign because if it's too complex for the advisor, it's definitely too complex for the client. Instead, we encourage advisors and Christian investors to partner with specialists, like Bowyer Research, who can help decode the process and ensure votes reflect biblical values.They offer audits to show investors how they've been voting—often to their shock. They've never done one where people weren't stunned by what they saw.Mutual Funds, ETFs, and the Challenge of Indirect OwnershipIf you're invested through mutual funds or ETFs, you're likely not voting directly. However, that doesn't mean you're powerless. Here are some things to keep in mind:You can request data on how your funds are voting. Bowyer Research tracks that. You can explore “direct indexing” solutions—an increasingly available strategy that allows you to own shares directly and reclaim your voting rights. You can ask your advisor questions. “How am I voting?” is a simple but powerful question. If your advisor can't answer it, that's a red flag.What You Can Do TodayAsk your advisor how your shares are being voted. If they don't know, press in.Get an audit of your proxy voting records through BowyerResearch.com.Talk to companies, not just about them. Change happens through engagement, not complaint.If you're an investor, advisor, or leader at a Christian ministry or nonprofit, don't let your investments work against your mission. Visit BowyerResearch.com to learn how to align your proxy voting with your values.On Today's Program, Rob Answers Listener Questions:I'm 27 and own 20 acres of land. Should I use the land as collateral for a house loan, or use my saved money to get a bigger loan and increase my land's equity?I opened a Roth IRA with National Life Group in 2013. It's past the surrender fee date, but it's not earning me much. I'll be 66 in July, and I'm single with no one to depend on. I also have another annuity with F and G that I'm not happy with. What should I do with these investments?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Bowyer ResearchWisdom 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.

Duane and Producer Steve are joined by Dan Fetes from 13Wham Sports iin Rochester: - Amerks vs Laval Preview - Devon Levi - Jiri Kulich - How both teams match up - Lou Lamoriello spotted in Buffalo Airport? - What could Lou bring to the Sabres as a Sr. Advisor? Would Terry listen to him? - NHL Playoff talk - More! Subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts! Presented by Fattey Beer Co. and Buff-A-Logo Apparel Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck

Trump Advisor: ‘Persistent Dollar Overvaluation' Is Root of Economic Imbalances Last week we talked about how a fund manager named Michael McNair has been seeing signs that chairman of the Council of Economic Advisers Stephen Miran's 'User's Guide to Restructuring the Global Trading System' is already being enacted in the gold market. So today we take a look through Stephen's paper, and some of the Intriguing comments that leave one wondering if this isn't actually the playbook that is currently being implemented as we transition to a restructured financial order. - To read Stephen's 'User's Guide to Restructuring the Global Trading System' go to: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf - To read about Michael McNair's thesis go to: https://goldandsilverdaily.substack.com/p/signs-that-us-treasury-may-be-intervening - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: https://aaalifesolutions.com/The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck

Send us a textIn this powerful episode of Getting Real, John Natale unpacks the transition from being just a real estate agent to becoming a trusted advisor. Learn how to elevate your role, deepen client relationships, and position yourself as a go-to expert who offers more than just transactions. If you're ready to level up your impact and influence in the industry, this one's for you.  

El nuevo canciller de Alemania, Friedrich Merz, hace su primera declaración de Gobierno en la Cámara Baja. En la entrevista Capital le tomamos el pulso a la economía alemana con Rosa Duce, Economista Jefe y Responsable de Estrategia de Inversión en Deutsche Bank España. En La tertulia de Capital Intereconomía comentamos la actualidad económica y política con Tomás Gómez, director del Grado de ADE en Unie Universidad; Juan Francisco Polo, senior Advisor de FTI Consulting y con Javier Sastre, EX Director Académico de ESIC Business & Marketing School. Y Javier Echeguren, Gestor de Inversiones Santander PBG nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Breaking Down ETFs/Index Funds/Mutual Funds and Retirement vs. Brokerage Accounts Confused about ETFs, index funds, and mutual funds? Fiduciary financial advisor Wes Moss breaks down these "cousins" of investing – including when to use them. Also, retirement accounts vs. brokerage accounts – what's the difference and what's the best option for you? Wes explains everything you need to know! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 13, 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:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Ray Sclafani and Matt Barthel, Editor-at-Large for Barron's Advisor, discuss the evolution of advisory teams, focusing on the importance of value propositions, growth strategies, and the generational challenges faced by financial advisors. They emphasize the need for a human touch in advisory services, especially in the face of increasing technology and AI integration. The discussion highlights the significance of understanding client needs, the impact of wealth transfer, and the necessity for seasoned advisors to let go and empower the next generation of leaders.Key TakeawaysThe French Revolution analogy highlights the shift in advisory leadership.Value proposition is the starting point for advisory teams.Top teams are experiencing exponential growth due to strategic focus.Generational challenges exist in transitioning leadership roles.AI will transform advisory practices, making human skills more valuable.Advisors should reflect on what they need to let go of to grow.Click here for the Barron's Advisor 2025 Top 250 Private Wealth Management Teams ranking. Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.Be sure to subscribe to the Building The Billion Dollar Business podcast and the Best in the Business Blog to stay ahead with weekly insights on coaching, leadership and growth. 

7 Litres of Mysterious FuelMr Ramesh Agraharam is an alumnus of Bhagawan's University who now serves the Government of Telangana as an Advisor in the area of Rural Development. His work takes him to remote rural regions, and often he has to travel through jungles and difficult terrains, which could be risky and laced with many dangers. In this episode of OMS, he shares how he experienced the unseen hand of Swami protecting him during one such adventure when he was stuck in the night in the middle of a thick forest.

Pavlos Panagopoulos of Cetera Advisor Networks Stock Market Report for May 13th, 2025 on News Radio KKOBSee omnystudio.com/listener for privacy information.

MeidasTouch host Ben Meiselas breaks down an explosive turn of events as Trump ally Laura Loomer publicly blasts Trump for accepting a corrupt corrupt gift from Qatar—a luxury jet valued at roughly $400 million. Thanks to Hiya Health! Go to hiyahealth.com/MEIDAS and get your kids the full-body nourishment they need to grow into healthy adults. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.In this episode, Chris and Louis discuss:1. What Advisors Really Go Through Before Making a Move2. The Big Firm Advantage Is Fading—Here's Proof3. Making the Move: What Smart Advisors Consider First4. What Clients Say When Advisors Leave Big FirmsLinkedIn: https://www.linkedin.com/in/louisdiamond/ Website: https://www.diamond-consultants.com/ X (formerly Twitter): https://x.com/LouisDiamondDC Podcast: (iTunes) https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240Spotify: https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Brian Anderson is a seasoned CEO and entrepreneur who specializes in scaling high-growth consumer brands and preparing them for profitable exits. With a background that spans fitness, wellness, supplements, outdoor, and travel, Brian has operated in both startup and private equity environments, guiding companies through critical growth and turnaround moments.Over the last decade, Brian has led brands like AG1, Delsey Luggage, MELT Method, and 2XU, while also advising companies such as Pvolve, Moji, and Connecticut Cannabis Company. His leadership has helped generate hundreds of millions in revenue and multiple successful exits.Rooted in a hands-on, operator-first mindset, Brian partners with founders to level up strategy, streamline operations, and build teams that can scale. Whether he's stepping in full-time or advising from the sidelines, Brian brings a clear playbook for helping founder-led companies hit the next stage of growth, efficiently, profitably, and with the endgame in mind.In This Conversation We Discuss:[00:43] Intro[01:09] Focusing on wellness-driven consumer brands[03:03] Balancing product, ops, and financial reality[06:05] Delegating better at larger revenue stages[08:29] Mentoring weak spots before replacing them[10:22] Licensing major brands to grow fitness revenue[12:27] Sponsors: Electric Eye, Social Snowball, Portless, & Reach[17:34] Building credibility through past outcomes[18:47] Partnering with founders instead of leading solo[21:25] Positioning your company for a clean exit[24:08] Guiding founders through the exit process[26:48] Creating deal structures where everyone wins[28:43] Getting fractional help without full-time costResources:Subscribe to Honest Ecommerce on YoutubeFollow Brian Anderson linkedin.com/in/smallpondgroupSchedule an intro call with one of our experts electriceye.io/connectDrive revenue through affiliates & referrals socialsnowball.io/honestRevolutionize your inventory and fulfillment process portless.com/Level up your global sales withreach.com/honest. If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: aaalifesolutions.comThe opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain

Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they're building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that's easy to understand. His approach is faith-driven, educational, and tailored to each client's goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.Learn more: aaalifesolutions.comThe opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain

Bharat Karnad is Emeritus Professor for National Security Studies, Centre for Policy Research, New Delhi and Distinguished Fellow at the United Service Institution of India. His most recent book, Staggering Forward: Narendra Modi and India's Global Ambition was published by Penguin in September 2018. Previous books include Why India is Not a Great Power (Yet) (Oxford University Press, October 2015), Strategic Sellout: India-US Nuclear Deal (2009), India's Nuclear Policy (Praeger, 2008), Nuclear Weapons and Indian Security: The Realist Foundations of Strategy, now in its second edition (Macmillan, 2005, 2002), and Future Imperilled: India's Security in the 1990s and Beyond (Viking-Penguin, 1994).He was Member of the (First) National Security Advisory Board, Member of the Nuclear Doctrine-drafting Group, National Security Council, Government of India, and, formerly, Advisor on Defence Expenditure to the Finance Commission, India.Educated at the University of California (B.A., Santa Barbara; M.A., Los Angeles), he has been a Visiting Scholar at Princeton University, University of Pennsylvania, and the University of Illinois, Urbana-Champagne, and Foreign Fellow at the Shanghai Institutes of International Studies and the Henry L. Stimson Centre, Washington, DC. He lectures at the top military training and discussion forums, including CORE (Combined Operational Review and Evaluation), DRDO Annual Directors' Conference, National Defence College, Higher Command Courses at the Army War College, College of Air Warfare, College of Naval Warfare, College of Defence Management, College of Military Engineering, and at Army Command and Corps level fora and equivalent in the other two Armed Services, and Defence Services Staff College, and also at the Indian Administrative Service Academy, Foreign Service Institute, and the National Police Academy.He was commissioned by the Headquarters, Integrated Defence Staff, Ministry of Defence, to conceptualize, conduct for several years, and lecture at the annual Strategic Nuclear Orientation Course for Brigadier-rank officers and equivalent from the three Armed Services, and conceived and conducted the first ever high-level inter-agency war game on the nuclear tripwire in the subcontinent (at the Army War College, 2003).

A round-up of the main headlines in Sweden on May 9th, 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio Play. Presenter/Producer: Kris Boswell.

May 9, 2025 - We check in on the state of New York's marijuana landscape, including special showcase events, language in the state budget, and a backlog of license applications, with Joe Belluck, chair of the state's Cannabis Advisory Board.

Unless you've been completely offline, you've witnessed the undeniable shift from a centralized, studio-led media industry to the booming creator economy. While some of us recognized this trend early on, the transition is now in full swing, demanding that both corporations and creative talent adapt quickly. If talent communities don't evolve alongside corporate initiatives, the creator economy risks falling short of its potential. SkillSharp The Podcast dives into this critical collaboration needed for successful evolution. This week, we welcome David Bracken, a serial entrepreneur with a track record of launching successful marketing, new products, and tech start-ups. David will unpack the growing power of creators and share actionable best practices for brands to forge collaborative intersections that lead to collective wins.Support the showFor more sharp content, visit Skill-Sharp.com - Like & Subscribe. Stay Sharp!

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia DiMartino Booth argues that Fed monetary policy remains overly restrictive while the labor market is "anything but solid." She points to concerning indicators including record credit card minimum payments, rising long-term unemployment, and declining full-time jobs. DiMartino Booth makes the case for immediate rate cuts to a floor of 2%, warning the economy now operates "without a safety net" after successive waves of debt-fueled growth. Looking forward, she expresses concern about geopolitical risks while finding hope in the strong work ethic of the younger generation.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. 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. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 - Opening commentary on Powell and monetary policy0:23 - Introduction and FOMC day discussion1:39 - Arguments that monetary policy is too restrictive2:49 - Labor market indicators and private sector layoffs4:13 - Credit card minimum payments and student loan impacts6:02 - Signs of financial stress in refinancing behaviors8:10 - Bankruptcy trends and distressed debt exchanges9:57 - Fed's dual mandate debate12:05 - Critique of Powell's selective history on Fed actions13:57 - Job market reality vs. Powell's "solid" characterization15:48 - Self-employment and full-time job losses17:50 - Sponsor segment19:08 - Labor market "scarring" and long-term unemployment21:12 - Federal debt approaching $38 trillion22:03 - Analysis of long-term debt cycles since Greenspan24:16 - Student loan wage garnishment concerns28:36 - Fed rate cut recommendations30:10 - Policy pushing money from real economy to financial assets33:00 - Tariffs discussion - why they're deflationary not inflationary36:38 - Real-world impacts of import costs38:26 - What keeps Danielle up at night - geopolitical concerns39:53 - What gives her hope - younger generation's work ethic42:17 - Information about Qi Research and closing thoughts

Can following just one ISO standard help your business grow, save time, or boost sales? With so many different standards out there, is there a way to simplify the process?   In this episode, we break down the real impact of ISO standards—how they help businesses, what it takes to get certified, and how you can become an expert in this field. Plus, why should companies even bother with compliance in the first place? To answer these questions, we're sitting down with Dejan Kosutic, CEO of Advisor and a true expert in the world of ISO. He'll share practical insights on what works, what doesn't, and how your business can benefit.  If you've ever wondered whether ISO standards are worth your time, this episode is for you!  KEY CONVERSION POINT 00:01:50 What is Digital Trust 00:03:47 How do these Standard play a role in helping company create digital trust dimension?  00:06:03 Is there commonality between standards? 00:07:48 If an organization wants to implement a standard is there a benefit or synergy? 00:09:37 What would be the drivers for them to choose best standard? 00:12:00 What is the process for the organization to get certified in any of the standards? 00:17:12 Where to get the Certificate? 00:19:19 Who decides that an organization is certified? 00:24:50 Is Manager the same as Lead Implementor?  ABOUT GUEST Dejan Kosutic is a leading expert in cybersecurity governance, ISO 27001, NIS2, and DORA, as well as the author of numerous books, articles, webinars, and courses. As the CEO of Advisera, he founded the company to help small and medium-sized businesses access the resources needed to achieve certification for ISO 27001 and other ISO standards and EU regulations. Dejan believes that simplifying standards and regulations not only makes compliance more accessible but also provides a competitive advantage for Advisera's clients.  ABOUT HOST Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organization culture with high privacy awareness and compliance as a business priority. Selectively, Punit is open to mentor and coach professionals.  Punit is the author of books “Be Ready for GDPR'' which was rated as the best GDPR Book, “AI & Privacy – How to Find Balance”, “Intro To GDPR”, and “Be an Effective DPO”. Punit is a global speaker who has spoken at over 30 global events. Punit is the creator and host of the FIT4PRIVACY Podcast. This podcast has been featured amongst top GDPR and privacy podcasts.  As a person, Punit is an avid thinker and believes in thinking, believing, and acting in line with one's value to have joy in life. He has developed the philosophy named ‘ABC for joy of life' which passionately shares. Punit is based out of Belgium, the heart of Europe.  RESOURCES Websites www.fit4privacy.com, www.punitbhatia.com,  https://www.linkedin.com/in/dejankosutic/, https://advisera.com/  Podcast https://www.fit4privacy.com/podcast Blog https://www.fit4privacy.com/blog YouTube http://youtube.com/fit4privacy  =

It's been a while, but after nearly a decade, the timing was right for Women to Watch's Sue Rocco and Dr. Margie Warrell to reconnect. Margie, a past guest and globally recognized author, leadership advisor, and keynote speaker, recently published a new book. Sue and Margie discuss The Courage Gap: 5 Steps to Braver Action, and explore the factors that inspired her writing. Whether you're an aspiring leader or seeking growth, this conversation offers wisdom worth putting into action.Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Is Trump, using his proxy, Stephen Miller and his “AF Legal Foundation” to sue Chief Justice Roberts in a new federal suit to send a message back to the Supreme Court to get Roberts back in line and under his thumb, and will it be successful? Michael Popok looks at a little-covered new lawsuit and how Trump and Miller are using it to violate the separation of powers and get control over the Judicial Conference used to administer courts and judges by the Judicial Branch. See if your company qualifies at https://Oracle.com/LEGALAF Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices

Tensions between Pakistan and India are soaring after Indian missile strikes that Pakistan is calling an act of war. Amna Nawaz gets views on the conflict from Pakistan's Ambassador to the U.S. Rizwan Saeed Sheikh and India’s perspective from Vikram Singh, a senior advisor to the U.S.-India Strategic Partnership Forum. PBS News is supported by - https://www.pbs.org/newshour/about/funders

War Room O'Keefe Drops BOMBSHELL VIDEO, Shows Royal Family Advisor Exposing Prince Andrew's ‘Sexual Relations with Minors and Deep Ties to Jeffrey Epstein

Tensions between Pakistan and India are soaring after Indian missile strikes that Pakistan is calling an act of war. Amna Nawaz gets views on the conflict from Pakistan's Ambassador to the U.S. Rizwan Saeed Sheikh and India’s perspective from Vikram Singh, a senior advisor to the U.S.-India Strategic Partnership Forum. PBS News is supported by - https://www.pbs.org/newshour/about/funders

What does the move in the Taiwan New Dollar (TWD/USD) against the US Dollar mean for that country and other international stock markets?

Is Owning a Home Still a Good Investment? and 5 Areas To Cover With a Financial Advisor Ever wonder if buying a home is still a smart move in today's market? Fiduciary financial advisor Wes Moss reveals why housing can be a powerful "forced savings plan" and a hedge against inflation, especially for happy retirees. He examines historical trends, the recent housing boom, and the current median home price. Is buying now a nerve-wracking mistake, or a cornerstone of long-term wealth? Also, are you making the most of your conversations with your financial planner? Wes unveils the crucial categories he calls the "5 P's" to have more productive and meaningful meetings with your advisor. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 6, 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:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textThis episode is your official permission slip to stop waiting until you “hit a number” to start taking your money seriously. I'm joined by licensed advisor and wealth strategist Karla Ukman — who is very much Not Your Father's Advisor™ — to break down the difference between legit financial planning and the unregulated noise online.We dig into:The real difference between financial advisors, planners, coaches, and CFOsWhy unlicensed advice is not only wrong, it's illegalHow to build a money team (and stop expecting one person to do it all)What self-trust has to do with your financial futureWhy wealth isn't a vibe — it's a systemKarla's perspective is grounded, generous, and deeply needed in a space full of people handing out advice they're not trained (or allowed) to give. If you've been feeling confused, overwhelmed, or low-key gaslit by the online business world, this one's for you.Guest Bio:Karla Ukman is "Not Your Father's Advisor"™. For over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Karla, a passionate financial education advocate, strives to widely spread financial literacy and empowerment. She's on a mission to share wealth-building tools and education—resources usually exclusive to other communities — to create generational change.Connect with Karla:www.artemiswealth.nethttps://www.facebook.com/ArtemisWealthManagementhttps://www.linkedin.com/in/karlaukman/Support the showLove what you heard? Let's stay connected! Subscribe to my newsletter for bold insights on leadership, strategy, and building your legacy — straight to your inbox every week. Follow me on LinkedIn for more no-nonsense advice on leading with power and purpose. And if you're ready to dive even deeper, grab a copy of my book Bite-Sized Blasphemy and ignite your inner fire to do life and business your way. The Business Blasphemy Podcast is sponsored by Corporate Rehab® Strategic Consulting.

IN THIS EPISODE: In this episode, host Denise Silber sits down with Michaela Horvathova, co-founder of Beyond Education and alumna of Harvard's Graduate School of Education, to explore how building an innovative company demands more than a great product — it requires becoming a thought leader.  Michaela's journey is as global as it is inspiring. Despite not fitting into the traditional school system in Slovakia, Michaela earned a tennis scholarship to the U.S., graduated from Harvard, advised the Prime Minister of Slovakia, and co-founded a bold edtech startup helping schools adapt to the age of AI. Her company, Beyond Education, was selected for and completed the Harvard Alumni Entrepreneurs Accelerator — a zero-equity, virtual program supporting high-potential, Harvard alumni-founded companies.  You'll hear how Michaela: Pivoted from policymaking to entrepreneurship for greater impact. Built a company focused on digital assessments and teacher development to help schools evolve with technology. Learned why even small startups must embrace thought leadership to shape their market and build demand. Turned her credibility and conviction into invitations to speak at global education events — and even organized her own summit. Whether you're an entrepreneur, investor, or advisor, this episode unpacks why communication and positioning matter just as much as product — especially when your innovation is ahead of its time. Tune in to learn how a tennis champion turned edtech entrepreneur built a mission-driven company from the ground up — and how the HAE Accelerator helped refine their vision and strategy. GUEST BIO: Michaela Horvathova is the co-founder of Beyond Education, a fast-growing edtech startup now active in over 13 countries. She holds a Master's in Education Policy and Management from Harvard University and has over 12 years of experience in global education reform. Before launching Beyond Education, Michaela worked at the OECD, partnered with organizations like IB and UNICEF, and advised ministries of education across the Czech Republic, South Africa, the Netherlands, and Brazil. As an Advisor to the Prime Minister of Slovakia, she helped shape national education strategy, focusing on competency-based learning. A regular speaker at global conferences, Michaela is passionate about reimagining how schools prepare students for the age of AI. A former professional tennis player, she brings resilience, adaptability, and a growth mindset to her work as an entrepreneur.

It's one thing for employers to say that they want to help improve employee mental health, but another thing entirely to actually make it happen. Today, I am joined by Tobba Vigfusdottir, CEO and Founder of Kara Connect, a customised mental health and wellbeing platform for employees.  Tobba has an M.Ed. in Educational Psychology from the University of Washington in Seattle and a B.Ed. from the University of Iceland; both focused on cognitive psychology. Tobba has, throughout her career, focused on the problem of access to help and support. Her experience as a local politician brought forward the systemic problems people face in getting the proper support to get better. Tobba established an online speech therapy company before establishing Kara Connect. She sits on the National Theatre board and the Science and Technology board appointed by the Minister of Innovation. Before entrepreneurship, Tobba was an elected city councillor in Reykjavík for 12 years, a political Advisor to the Minister of Education and a project manager for a women's entrepreneurial program. In a wide-ranging interview, Tobba and I discussed these topics: ✅ The role leadership plays in creating a mentally healthy workplace culture. ✅ What Kara Connect does and how it helps organisations improve workplace wellbeing. ✅ The main or most common mental health and wellbeing challenges in workplaces today. ✅ Ineffective ways companies try to address these challenges. ✅ Approaches that actually work when it comes to supporting mental health and creating healthier workplaces. ✅ What has worked well in terms of business growth and getting the word out about Kara Connect. ✅ And much more. You can find the podcast discussion on the Get More HR Clients website and on the Podcast: A Better HR Business LinkedIn page. You can also find the 'A Better HR Business' podcast on all the main podcast players, including Apple Podcasts and Spotify. Feel free to tag in or share the show with any friends who are busy growing an HR-related business (recruitment, employee engagement, diversity & inclusion, HR admin, etc). Website: www.karaconnect.com. LinkedIn: https://www.linkedin.com/in/tobba-vigfusdottir-17022411/  For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast  HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Consulting Services For HR Software And Consulting Firms: Consulting Services. VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more.

Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client's life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri's expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri's commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan's mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients' financial futures while fostering their emotional and personal growth. Xexis Private Wealth's comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth's proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri's work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients' unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth

In this quick-hit episode of The Complete Advisor, we're kicking off our What's In Your Tech Stack series — and we're getting real about what actually works in the field.

Stock Market Fear Index and Missing the Worst Market Days Hurts You More Than You Think Feeling anxious about the volatile market in 2025? Fiduciary financial advisor Wes Moss breaks down why history shows us that peak fear always subsides. He analyzes past VIX spikes over the last 25 years to offer a reassuring perspective. Learn why it's unlikely this heightened fear will last forever and what history tells us about market recovery. Also, you've heard about the cost of missing the best market days, but what about the worst? Wes explains why trying to sidestep market downturns is often a losing strategy. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the April 29, 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:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices