Podcasts about advisor

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

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

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

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

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

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

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

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

Futurist and technology risk advisor specializing in the safe, strategic deployment of emerging technologies such as AI, robotics, and IoT.See omnystudio.com/listener for privacy information.

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

This episode introduces FIG's brand-new Advisor Empowerment Series, a live, collegiate-style learning experience designed to give financial professionals deeper mastery of the topics that drive today's planning conversations. Nicholas Ross and Dave Henry also discuss FIG's highly praised playbooks- covering life insurance, annuities, long-term care, estate planning, and business owners- and explain how advisors are using them to spark better client conversations and uncover new opportunities. Then, they reveal the four upcoming course tracks for 2026: business owner planning, life insurance training, succession planning, and differentiation strategies. Here's some of what we discuss in this episode:

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

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

In this episode of the Always On podcast, Duncan speaks with Scott Danner, CEO, author, and advisor to enterprise-level leaders, for a fast-paced conversation on what every financial professional needs to know about the accelerating wave of M&A activity. Scott breaks down why enterprise value has become the ultimate scorecard in today's advisory landscape, how … Continue reading Built to Sell: The Advisor's M&A Playbook with Scott Danner (Ep. 87) →

While AI has fueled exciting opportunities, it has also been the catalyst for fear in the workforce. The companies who will thrive in this era are the ones with a clear plan to leverage AI to empower their people and enhance culture instead of detracting from it. This will become a key competitive differentiator for attracting talent. The right AI strategy will improve your team's day-to-day, enabling them to focus on the exciting and value-driving aspect of their jobs while automating tedious or unnecessary tasks. The office of the CFO often plays a crucial role in adopting new business technologies and understand the importance of achieving ROI, decreasing costs, and improving productivity. Throughout this process, leadership teams must develop receptive, transparent cultures where expectations and AI-associated goals are effectively fostered and administered.Join digital transformation expert Shawn Windle, as he applies over three decades of practical technology experience to tackle one of the most topics businesses face today, “How can we build an award-winning culture via AI?” Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

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

Tamra Miller is a prime example of the “Break the Paper Ceiling” movement—building her career from the ground up after starting work right out of high school and rising through determination, capability, and earned trust. She is deeply grateful for the leaders who recognized her talent without requiring a college degree, and her recent completion of the CEBS exam reflects her continued pursuit of growth and excellence.In this episode, Eric and Tamra discuss:Managing complex vendor strategyEmpowering a focused subcommitteeEvaluating personality and precisionBalancing change with institutional knowledgeKey Takeaways:Tamra created a structured, multi-year review plan to evaluate retirement and actuarial providers with the intention. She prioritized risk mitigation, like the 401(k), due to fiduciary exposure. Treating the review as a staged project ensured clarity, accountability, and prudent oversight.Instead of relying on a C-suite-heavy committee with limited time, she formed a small, agile group. This team handled weekly deep dives, vendor screens, and detailed RFP analysis. The full committee engaged only at key decisions, improving efficiency and clarity.Beyond technical competence, personality and working style became major differentiators. Short “fit checks” revealed which teams were enjoyable, responsive, and easy to partner with. Finalist success hinged on concise, tailored presentations that proved real understanding.While most services went to market, Tamra retained a long-time actuary with deep union expertise. This preserved crucial institutional memory and proactive problem-solving. Sometimes the best choice isn't new—it's the partner who already understands your complexity.“Remember who you're there to support and what's the best way to go about doing that… I can't support my employees if I don't have good relationships with my vendors, because those are the people that I'm going to for problem resolution when I can't fix it myself.” - Tamra MillerConnect with Tamra Miller:LinkedIn: https://www.linkedin.com/in/tamra-miller-cebs-shrm-cp-19b1102b Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.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.

Episode 122: This week, Kyle Van Pelt talks with Eden Ovadia, Co-Founder of FINNY. Before FINNY, Eden worked on the private equity team at Boston Consulting Group, where she advised on major M&A deals across the wealth management space. Driven by her background in AI and engineering, and inspired by the wealthtech industry's shifting dynamics, Eden co-founded FINNY to help advisors build predictable, personalized, and tech-enabled organic growth engines.  Eden discusses why the wealth management industry is ripe for innovation and disruption. She also shares why referrals are no longer enough to drive organic growth, and how FINNY rewrites the marketing playbook using machine learning to create hyper-personalized, high-propensity matches between advisors and prospects. In this episode: (00:00) - Intro (02:18) - Eden's money moment (04:12) - Innovation in wealth management (07:28) - Why referrals are no longer enough to grow organically (09:25) - How FINNEY rewrites the traditional marketing playbook (16:16) - The power of niching and segmentation in organic growth (18:14) - Introducing the F-score: FINNY's proprietary machine learning algorithm (22:56) - What it takes to build an advisor-first tech stack (24:18) - FINNY's future goals (25:39) - FINNY's outlook on the future of the wealth management industry (28:51) - Eden's Milemarker Minute Key Takeaways Referrals are great. But they're no longer enough to grow organically. Referrals are a linear expansion tied to an advisor's personal time and energy. True scalability requires building an engine that works in the background for you. Consumer behavior has changed. Your growth strategy should, too. The next generation of clients shops for everything digitally, including financial guidance. They expect personalized, tech-enabled experiences.  Niche and segment. The firms breaking out from the pack are the ones that define exactly who they serve. Not "retirees," but "retirees selling a dental practice." Not "business owners," but "HVAC operators with succession on their minds." Precision builds trust, and trust accelerates conversion. Organic growth must become intentional and operationalized. The fastest-growing firms don't stumble into growth. They measure it, build systems for it, and treat it with the same seriousness as investing or planning. Growth becomes predictable when it becomes part of your operating rhythm. Quotes "Referrals will always be king. The problem with referrals is that they grow with every advisor's time, energy, and resources. It doesn't scale exponentially. It scales with your time and money" ~ Eden Ovadia "If you're an advisor who wants to build a generational business, you need to start building and investing effort in creating a growth engine, because referrals will decline year over year." ~ Eden Ovadia "If you believe that there's going to be a lack of a hundred thousand advisors in the near future, we view FINNY as the tool that can serve as the optimization layer between the supply of financial advisors and the demand for financial advice." ~ Eden Ovadia Links  Eden Ovadia on LinkedIn FINNY Brian Chesky Y Combinator Boston Consulting Group JUMP AI Zocks Outliers Never Split the Differences Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

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

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

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

Josh Tyler, National College Advisory Program Advisor, as well as host of Cap Chat Podcast, joined Zach and I to talk about the nations largest club, Rush Soccer with over 40K+ members, and how they navigate the college process! Thx to local partner TPH Soccer here in St. Louis! If your child is looking for a blended school where academics and athletics, with a soccer focus, are an elevated experience, check out TPH Soccer for more! #soccer #collegesoccer #recruiting #rushsoccer #stlouis Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor's Alpha is Wrong!Vanguard, the King of NO fees, puts out an annual study where they attempt to quantify the value of a comprehensive financial advisor. I can attest to many of the services mentioned, but it is very difficult, if not impossible, to determine the exact % of additional value added those services can provide. In any event, I think Vanguard actually misses the mark on a few of these, particularly because of WHO you are (PFR Nation). I also believe Vanguard fails to include one of the MOST important factors when considering the value of a financial advisor. And yes, I acknowledge that I am a VERY biased source on this topic. However, you might find it surprising where I land on some of the points Vanguard makes.I hope you find it useful!Kevin Resources:Vanguard Advisor's AlphaClick this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

Defense Secretary Hegseth doesn’t want the US military to fight with “stupid rules of engagement”. On this episode of After America, Allan Behm and Angus Blackman discuss the American ‘double-tap’ strike on an alleged drug boat, Pete Hegseth’s use of Signal to share sensitive military information, and why Trump spent a night posting 160 times on Truth Social. This discussion was recorded on Friday 5 December 2025. A time for Bravery: what happens when Australia chooses courage is available now via Australia Institute Press. Use the code ‘POD5’ to get $5 off. Aiming Higher: Universities and Australia’s future by Professor George Williams is also available now. Guest: Allan Behm, Advisor, International & Security Affairs, the Australia Institute Host: Angus Blackman, Executive Producer, the Australia Institute // @AngusRB Show notes: War Crimes: Where do Responsibility and Accountability Start and End? By Allan Behm, the Australia Institute (May 2025) What legal experts say about second US strike on Venezuela boat by Lucy Gelder, BBC (December 2025) Pentagon Report: Hegseth Risked Endangering Troops With Signal Messages, The Atlantic (December 2025) Trump’s night of 160 posts on Truth Social fuels debate about US president’s stamina by Richard Luscombe, The Guardian (December 2025) Theme music: Blue Dot Sessions We’d love to hear your feedback on this series, so send in your questions, comments or suggestions for future episodes to podcasts@australiainstitute.org.au.Support After America: https://nb.australiainstitute.org.au/donateSee omnystudio.com/listener for privacy information.

All works contained in this podcast are not intended to constitute legal or professional advice and may not reflect the views and opinions of CPA Australia. CPA Australia does not warrant or make representations as to the accuracy, completeness, suitability or fitness for purpose of this podcast and disclaims all liability and responsibility for any acts or omissions made in reliance of this podcast. Individuals should seek their own independent legal, financial or other advice for their specific circumstances. When anti-money laundering (AML) comes to mind, most accountants assume it only applies to large transactions – but that's now changing.  This episode explains new AML obligations for accountants. Specifically, how the reforms to AML and counter terrorism financing (CTF) in 2026 will affect many accounting practices.  You'll gain a clear understanding of what the changes will mean, including which services fall under the new designated services rules, how the regulator AUSTRAC (Australian Transaction Reports and Analysis Centre) will assess compliance and what firms can do now to prepare.  Key learnings include:  An explanation of the regulator AUSTRAC's role and tranche two reforms to the AML/CTF regime  The timeline for implementation of these new reforms  How to identify whether your services qualify as "designated" services  How to conduct risk assessments  Why client onboarding and beneficial ownership checks will become more detailed  What sole practitioners should consider in meeting new compliance obligations  Tune in now for valuable information on this key reform in 2026.    Host: Neville Birthisel, Advisor, Regulations and Standards, CPA Australia  Guest: Adrian Verdnik, Partner and Section Leader, Banking and Financial Services Practice, Hall & Wilcox. His financial services law practice covers superannuation, managed funds, insurance and financial advice.  Learn more about today's episode guest at the Hall & Wilcox website.  AUSTRAC's site has more information on what accountants need to know about AML and CTF reform.  Additionally, CPA Australia's Public Practice My Firm My Future site has further information on AML and CTF obligations for many practitioners in Australia.  Loving this episode?  Listen to more With Interest episodes and other CPA Australia podcasts on YouTube.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:  With Interest  INTHEBLACK  INTHEBLACK Out Loud  Excel Tips  Search for them in your podcast platform.  Email the podcast team at podcasts@cpaaustralia.com.au 

Pavlos Panagopoulos of Cetera Advisor Networks Stock Market Report for December 9th, 2025 on News Radio KKOBSee omnystudio.com/listener for privacy information.

Feeling pulled in a hundred directions? In this message, Pastor Eric Robertson will be sharing how the Wonderful Counselor can cut through all of the noise. King Ahaz (2 Kings 16:1-20) became the King of Judah at 20 years old. The nation of Israel was fractured after Solomon's reign. The Northern Kingdom and their alliances made Judah unstable. Isaiah tells Ahaz and the nation to repent and return to God, then God will deal with the Northern Kingdom (Isaiah 7:8–9). Ahaz refuses and instead creates an unholy alliance with Assyria, using the temple's gold and silver as payment. Assyria helps Ahaz defeat the North, but Ahaz began worshipping Assyrian gods (1 Kings 16:15–19.What does this have to do with Christmas?After Ahaz rejects God's counsel, Isaiah prophesies again:Isaiah 9:6–7For to us a child is born, to us a son is given, and the government will be on his shoulders. And he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace... He will reign on David's throne... with justice and righteousness... The zeal of the Lord Almighty will accomplish this.God will solve not only Israel's problems but the world's problems... with a child. In this series, we will look at the four names of this child and see how the names of Jesus can still save the world and save you.God's Got a PlanWe hear Wonderful Counselor and think Jesus is simply someone we vent to, but what if He is your strategist? "Wonderful Counselor" in Hebrew is:peleʾ—divine, miraculous, beyond comprehensionyoʿetz—counselor or strategistWhy the Confusion?We don't have a handful of trusted voices—we have many, and we're faithful to none.We don't want to get things wrong.We want to control outcomes without owning failures. Result... analysis paralysis. Jesus becomes a voice among many.What are we missing?The issue isn't a lack of strategies but too many, and we aren't committed to the one that matters. Our spiritual lives aren't led by King Jesus but by worldly advisors. The names given to Jesus in Isaiah 9 are names of God. Ahaz's willingness to adopt any counsel made him unable to live out his calling. The way of Jesus is not one way among many—it is the ONLY way.Jesus is not just an Advisor; He is The Advisor. His way works only when we fully commit.Matthew 13:44–45 — We don't add the Gospel; we sell the farm and buy the field.Matthew 16:24–26 — We need single-hearted obedience. God's wisdom often contradicts the world's.When we are faithful to God's counsel, we receive God's outcome.Next Steps: One Way, One Voice, One CounselorPick ONE thing God is dealing with you about and obey.Remove ONE voice that weakens your walk.Give God ONE moment of undivided attention daily.Are you following the Wonderful Counsel of Jesus?

In today podcast episode, I go over my relationship and journey with Singlehood and how being single has freed me as a woman

Brett Kemp is the President of Flood & Peterson, an employee-owned insurance brokerage since 1939, and the strongest market share among property & casualty insurance brokerages in the region.  With career chapters in the Air Force, pharmaceutical sales, and manufacturing, Brett was a darkhorse candidate for ascendance to leadership. Aaron Eide visited Fort Collins almost exactly 25 years (to the day!) before we recorded this podcast.  He's a UND graduate and came through the same Credit and Management Training program at Community First National Bank as yours truly - only a few semesters later.  Aaron had come out to scout out an apartment and see the town before moving to Fort Collins weeks later.  I gave him the nickel tour, took him out to see some live music at Lucky Joe's and then to Elliot's Martini Bar - and we don't remember much after that!  But/and - though we only worked together for about a year and in different offices - we've maintained a professional relationship through all these years, and that's part of the theme of today's podcast.  Brett's prior experience in the military, and in manufacturing, and likewise Aaron's career in credit and banking gave them added perspective on business and risk - and especially, people - that propelled their career growth.  Lot's of great business and relationship sales content in this one, and a bit of inside-baseball on the insurance industry, and three guys who all moved to the region in a short span of time - giving us a shared perspective - and so please enjoy, as I did, my conversation with Brett Kemp and Aaron Eide.  The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more

Presented by SmartStop Self Storage, this week's episode of SheEO Lead-In, we listen to our host, Rebecca Jones, engaging in a thought-provoking discussion with Amy Forsythe, Strategic Impact Advisor and Non-Profit Connector (retired U.S. Navy LCDR Public Affairs Officer), Mt. Soledad National Veterans Memorial.Amy discusses her journey from a 32-year military career to her current role. She emphasizes the importance of resilience, courage, and volunteering in personal and professional growth. Amy serves on various boards, including the Mt. Soledad National Veterans Memorial and the Oceanside Community Television Station, and advocates for veterans. She highlights the significance of maintaining a positive outlook, balancing work and life, and overcoming barriers as a female leader. Amy plans to spend time with family, continue her work in the veteran space, and mentor others, particularly in public service and storytelling.We want to thank our incredible sponsor, SmartStop Self Storage, a leader in self storage real estate, and a company that upholds its core principles of leading together, embracing change and enhancing everyone's journey. To learn more about SmartStop, please visit SmartStop Self Storage. Thank you for being a part of the SheEO Lead-In community!  Please be sure to share our episodes and subscribe to this storage vault of wisdom and knowledge, built by women and for women.

According to the National Institutes of Health,approximately 61% of children with autism exhibit behavioral or conductproblems, based on a large study. However, the prevalence of these behavioralissues can vary significantly depending on the definitions used, with estimatesfor specific aggressive behaviors ranging from 8% to over 68%. Jake Edgar is a Special Education Director and Advisor whohas dedicated his career to empowering children and adolescents withdisabilities and supporting the families who care for them. He has alwaysfollowed his passion for helping young people reach their full potential.Currently, he serves as the Director of Education at Springbrook AutismBehavioral Health, a residential program that provides specialized care forchildren and teens who are autistic and also face behavioral or emotionalchallenges. Jake is also the founder of the Carolina Special EducationAdvocacy Group, where he works directly with parents and families to navigatethe Individualized Education Program (IEP) process. He helps them understandtheir rights, develop effective plans, and gain the confidence to advocate fortheir children's educational needs. In addition, Jake hosts the All Abilities,No Filter podcast, which features real, unfiltered conversations aboutdisability, inclusion, and education. Each episode includes voices fromparents, professionals, and self-advocates, all working toward a common goal:building a more understanding and inclusive world. His passion has always centered on helping children andadolescents with disabilities reach their fullest potential. Over the years,Jake has had the privilege of working across a wide range of educationalsettings—from self-contained classrooms to public school inclusionenvironments, and now in residential care. Each experience has deepened hisunderstanding of the diverse needs, strengths, and stories within the specialeducation community. For more information, visit: [All Abilities, NoFilter](https://www.allabilitiesnofilter.com/) Discover more at: [Springbrook Autism BehavioralHealth](https://springbrookbehavioral.com/)

Stop billing by the hour. Start communicating your value. Step into advisory with confidence.In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from task-based work to outcome-based advisory — all while navigating the rise of AI. Together, Lee and Linda dive into:Why hourly billing caps your income and erodes your confidenceHow AI tools can become your “unfair advantage” rather than a threatWhat the Minimum Aligned Price is — and why most firms are charging below itHow to build simple, profitable packages that clients actually understandThe mindset blocks that sabotage pricing conversationsHow to set boundaries, avoid scope creep, and keep client relationships healthyWhy positioning and niches matter more than ever in the AI eraHow to use analytics, KPIs, and AI-generated insights to move into advisory — even if you don't “feel” like an advisor yetLinda and Lee also break down the emotional side of pricing: the nervous system response, the discomfort, the instinct to over-explain or discount, and how to shift from “task doer” to true strategic partner.If you're a bookkeeper, accountant, or fractional CFO looking to raise prices, package services, or step confidently into advisory, this conversation delivers practical takeaways you can implement immediately.Learn More About Linda Hunt & SUM SolutionsWant support with pricing, packaging, or advisory? 

Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work.That's why I wanted to bring Lindsey Lewis on the show. After building a $200M book in her first year at Vanguard, Lindsey shifted her career toward research at The American College so she could help the profession fix its biggest blind spots—especially around women in finance, advisor retention, and the future talent pipeline.We dig into the data shaping the next decade of financial services: what women uniquely bring to advisory firms, why Gen Z is more interested in this profession than any generation before them, and how training, compensation, and career clarity determine whether young advisors stay or disappear.4 of the biggest insights from Lindsey …#1.) The Biggest Talent Gap in Advisor HistoryWe're staring down a generational shift in this profession. Tens of thousands of advisors are aging out. And when you run the math, the industry would need to hire over a million new people just to meet today's demand. Lindsey walks through the data behind this massive workforce gap and why the firms who build real training, career paths, and development now will be miles ahead of everyone else over the next decade.#2.) Women Advisors Are a Huge Missed OpportunityThe numbers don't lie: women make up 25% of CFPs… but only a small fraction are in sales/growth positions. And it's not a talent issue, it's how the industry has shaped roles, pay structures, and expectations over time. Lindsey breaks down why women often outperform in retention, personalization, referrals, and relationship depth, yet get pushed into service tracks or stay risk-averse because of cultural narratives, confidence gaps, or biases inside firms. The upside for the firms who fix this is enormous. Women represent one of the biggest untapped growth engines in financial services.#3.) Gen Z Wants In, But Poor Onboarding Pushes Them OutHere's the part no one expects: financial services is now Gen Z's top-preferred industry over tech and medicine. But at the same time, 1 in 4 early-career advisors say their onboarding wasn't effective — and those are the same people who leave within seven years. Lindsey lays out exactly what this generation needs to stay: mentorship, sponsorship, clear career paths, ongoing education, and roles that evolve with their confidence. If you want a talent pipeline that sticks, it starts with the first 12–18 months.#4.) Compensation Makes or Breaks Your TeamComp plans aren't just about money, they're about psychology. Young advisors need stability before they're ready to take on variable comp. Others crave upside and hate the idea of a flat salary. Lindsey explains the difference between income risk tolerance and income risk capacity, and why misalignment between the person and the pay structure is one of the biggest drivers of turnover. When firms get comp wrong, they churn through talent. When they get it right, people stay, grow, and eventually step into the very roles the industry is desperate to fill. SHOW NOTEShttps://bradleyjohnson.com/145FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP11254981366See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings the perspective of an asset management veteran who has sat on both sides of the table.We sat down in Franklin Templeton's New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.George joined Franklin to continue the buildout of the firm's Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Business Development for the firm's Global Client Solutions business and was also COO and Head of Investor Relations for KKR's Global Wealth Solutions business in the Americas. Prior to KKR, George spent nine years in Morgan Stanley's wealth management division. George is also a Board Observer at CAIS.George and I had a fascinating conversation about how to build a wealth solutions business and how advisors approach private markets. We discussed:How has the adoption of private markets by the wealth channel evolved over the course of George's career?The benefits and challenges of being a traditional asset manager building out its private markets capabilities.The breadth and depth of Franklin Templeton's reach as a firm and how that brand and history have helped Franklin partner with the wealth channel in private markets.How has Franklin Templeton's family of specialists enabled the firm to leverage the expertise of specialist alternative asset managers within a larger platform?How does the wealth channel approach private markets?How will model portfolios be constructed and adopted by the wealth channel?Will evergreen funds be the structure of choice for most advisors?Thanks George for coming on the show to share your expertise and wisdom at the intersection of private markets and private wealth.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome to the Podcast02:03 Guest Introduction: George Stephan03:59 George's Career Journey04:12 Building Wealth Solutions at Franklin Templeton06:06 Key Pillars for Success in Wealth Management07:31 Client Service and Operational Excellence09:04 Strategic Approach to Wealth Management10:15 Convergence of Public and Private Markets10:48 Advisor Needs and Solutions13:31 Franklin Templeton's Private Markets Business14:23 Unifying Private Markets Business15:01 Cross Collaboration and Investment Decisions15:43 Cultural Alignment in Acquisitions16:35 Franklin Templeton's Core Principles17:15 Heritage and Long-Term Thinking21:30 Brand Evolution and Market Perception24:19 Strategic Partnerships in Private Markets25:56 Future of Partnerships and Acquisitions26:57 Winners and Losers in Partnerships27:10 Advisor's Perspective on Productization27:43 Allocating to Public and Private Markets28:21 Innovation in Private Markets29:05 Challenges and Opportunities in Wealth Management29:56 The Future of Multi-Asset Solutions30:17 Operational Complexity in Private Markets31:27 The Need for Digital Transformation31:59 Adoption of Distributed Ledger Technology (DLT)32:46 Evolving Technology in Wealth Management33:49 Impact of Market Efficiency on Returns35:13 Dispersion in Private Markets Performance37:17 Scale and Investment Integrity38:44 Building Capabilities in Franklin Alternatives40:10 Partnering with Asset Managers41:36 Keys to Building a Wealth Solutions Business42:16 Hiring for Private Markets Expertise43:39 Educating the Industry on Private Markets45:48 Evergreen Structures in Private Markets49:45 Exciting Trends in Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Paul Farrell, Senior Vice President at ECI. Windle and Farrell discuss the projected evolution of the ERP market over the next decade, how Large Language Models (LLMs) and Agentic AI are changing the way companies utilize ERP, and how ECI is framing their AI strategy around industry specialization.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

Bill Galston joins The Great Battlefield podcast to talk about his career as a Political Theorist and Advisor and his book "Anger, Fear, Domination: Dark Passions and the Power of Political Speech".

Live from InfoSec World 2025, this episode of Enterprise Security Weekly features six in-depth conversations with leading voices in cybersecurity, exploring the tools, strategies, and leadership approaches driving the future of enterprise defense. From configuration management and AI-generated threats to emerging frameworks and national standards, this special edition captures the most influential conversations from this year's conference. In this episode: -You Don't Need a Hacker When You Have Misconfigurations — Rob Allen, Chief Product Officer at ThreatLocker®, discusses how overlooked settings and weak controls continue to be one of the most common causes of breaches. He explains how Defense Against Configurations (DAC) helps organizations identify, map, and remediate configuration risks before attackers can exploit them. -Security Challenges for Mid-Sized Companies — Perry Schumacher, Chief Strategy Officer & Partner at Ridge IT Cyber, explores the evolving security challenges facing mid-sized organizations. He discusses how AI is becoming a competitive advantage, how mobility and third-party reliance complicate defenses, and what steps these organizations can take to improve resilience and efficiency. -The Rise of Security Control Management: Secure by Design, Not by Chance — Marene Allison, former CISO of Johnson & Johnson, introduces Security Control Management (SCM), a new software category that unifies control selection, mapping, validation, and enforcement. She explains how SCM transforms fragmented compliance programs into proactive, embedded defense. -Engineered for Protection: The Rise of Security Control Management — Ryan Heritage, Advisor at Sicura, continues the discussion on SCM, explaining how organizations can operationalize this approach to move from reactive reporting to proactive, data-driven defense. He highlights how automation and integration enable security decisions to be made at “the speed of relevance.” -The AI Threat: Protecting Your Email from AI-Generated Attacks — Patricia Titus, Field CISO at Abnormal Security, explores how cybercriminals are weaponizing generative AI to create sophisticated phishing and social engineering attacks. She shares practical strategies for defending against AI-generated threats and emphasizes why AI-based protections are now essential for modern enterprises. -Igniting Change: A Conversation with Dr. Ron Ross — Dr. Ron Ross, CEO at RONROSSECURE, LLC, shares insights from decades of pioneering work in cybersecurity, including the Risk Management Framework and Systems Security Engineering Guidelines. He discusses how leaders can apply these principles to strengthen resilience, foster innovation, and drive meaningful change across the cybersecurity landscape.   Segment Resources ThreatLocker® Defense Against Configurations (DAC): https://www.threatlocker.com/platform/defense-against-configurations Book a demo to see DAC in action. Visit https://securityweekly.com/threatlockerisw to learn more! This segment is sponsored by Ridge IT Cyber. Visit https://securityweekly.com/ridgeisw to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-435

Jerry Bowyer talks with Missouri State Auditor Scott Fitzpatrick about the hidden influence of proxy advisory firms like ISS and Glass Lewis. Fitzpatrick explains why most pension plans lacked proxy guidelines (and the results of not having them), and how the left uses boardrooms to advance agendas that fail at the ballot box. He shares progress made in pushing back against ESG and why the battle for shareholder engagement is far from over.See omnystudio.com/listener for privacy information.

From market volatility to high input costs and beyond, farmers have faced a series of unique challenges -- and farm management is something they need and want to get a good grasp on for their operations. Looking ahead to 2026, we are joined by Dwight Raab, Advisor to Farm Business Farm Management, to examine the balance between innovation adoption and financial management. We get into:  A high-level perspective on the work FBFM does to serve Midwest farmers through data-driven decisions What the year has looked like for their farmers and how that's informed their decision making for 2026 Tax policies that are changing and how the One Big Beautiful Bill is transforming the way people should be thinking about their farming operations Out of the farmers who have operations that are doing well – what are they doing differently than others? FBFM's comprehensive farm level financial data and how those models have helped guide their decision-making processes Balancing the adoption of new innovation between the realities of economic pressures for farming operations and what efficiencies could come from technologies coming on farm The importance of financial literacy as farming operations switch hands over the next ten years The one piece of advice Dwight would offer heading into 2026 

The Moneywise Radio Show and Podcast Tuesday, November 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

Live from InfoSec World 2025, this episode of Enterprise Security Weekly features six in-depth conversations with leading voices in cybersecurity, exploring the tools, strategies, and leadership approaches driving the future of enterprise defense. From configuration management and AI-generated threats to emerging frameworks and national standards, this special edition captures the most influential conversations from this year's conference. In this episode: -You Don't Need a Hacker When You Have Misconfigurations — Rob Allen, Chief Product Officer at ThreatLocker®, discusses how overlooked settings and weak controls continue to be one of the most common causes of breaches. He explains how Defense Against Configurations (DAC) helps organizations identify, map, and remediate configuration risks before attackers can exploit them. -Security Challenges for Mid-Sized Companies — Perry Schumacher, Chief Strategy Officer & Partner at Ridge IT Cyber, explores the evolving security challenges facing mid-sized organizations. He discusses how AI is becoming a competitive advantage, how mobility and third-party reliance complicate defenses, and what steps these organizations can take to improve resilience and efficiency. -The Rise of Security Control Management: Secure by Design, Not by Chance — Marene Allison, former CISO of Johnson & Johnson, introduces Security Control Management (SCM), a new software category that unifies control selection, mapping, validation, and enforcement. She explains how SCM transforms fragmented compliance programs into proactive, embedded defense. -Engineered for Protection: The Rise of Security Control Management — Ryan Heritage, Advisor at Sicura, continues the discussion on SCM, explaining how organizations can operationalize this approach to move from reactive reporting to proactive, data-driven defense. He highlights how automation and integration enable security decisions to be made at "the speed of relevance." -The AI Threat: Protecting Your Email from AI-Generated Attacks — Patricia Titus, Field CISO at Abnormal Security, explores how cybercriminals are weaponizing generative AI to create sophisticated phishing and social engineering attacks. She shares practical strategies for defending against AI-generated threats and emphasizes why AI-based protections are now essential for modern enterprises. -Igniting Change: A Conversation with Dr. Ron Ross — Dr. Ron Ross, CEO at RONROSSECURE, LLC, shares insights from decades of pioneering work in cybersecurity, including the Risk Management Framework and Systems Security Engineering Guidelines. He discusses how leaders can apply these principles to strengthen resilience, foster innovation, and drive meaningful change across the cybersecurity landscape. Segment Resources ThreatLocker® Defense Against Configurations (DAC): https://www.threatlocker.com/platform/defense-against-configurations Book a demo to see DAC in action. Visit https://securityweekly.com/threatlockerisw to learn more! This segment is sponsored by Ridge IT Cyber. Visit https://securityweekly.com/ridgeisw to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-435

Live from InfoSec World 2025, this episode of Enterprise Security Weekly features six in-depth conversations with leading voices in cybersecurity, exploring the tools, strategies, and leadership approaches driving the future of enterprise defense. From configuration management and AI-generated threats to emerging frameworks and national standards, this special edition captures the most influential conversations from this year's conference. In this episode: -You Don't Need a Hacker When You Have Misconfigurations — Rob Allen, Chief Product Officer at ThreatLocker®, discusses how overlooked settings and weak controls continue to be one of the most common causes of breaches. He explains how Defense Against Configurations (DAC) helps organizations identify, map, and remediate configuration risks before attackers can exploit them. -Security Challenges for Mid-Sized Companies — Perry Schumacher, Chief Strategy Officer & Partner at Ridge IT Cyber, explores the evolving security challenges facing mid-sized organizations. He discusses how AI is becoming a competitive advantage, how mobility and third-party reliance complicate defenses, and what steps these organizations can take to improve resilience and efficiency. -The Rise of Security Control Management: Secure by Design, Not by Chance — Marene Allison, former CISO of Johnson & Johnson, introduces Security Control Management (SCM), a new software category that unifies control selection, mapping, validation, and enforcement. She explains how SCM transforms fragmented compliance programs into proactive, embedded defense. -Engineered for Protection: The Rise of Security Control Management — Ryan Heritage, Advisor at Sicura, continues the discussion on SCM, explaining how organizations can operationalize this approach to move from reactive reporting to proactive, data-driven defense. He highlights how automation and integration enable security decisions to be made at "the speed of relevance." -The AI Threat: Protecting Your Email from AI-Generated Attacks — Patricia Titus, Field CISO at Abnormal Security, explores how cybercriminals are weaponizing generative AI to create sophisticated phishing and social engineering attacks. She shares practical strategies for defending against AI-generated threats and emphasizes why AI-based protections are now essential for modern enterprises. -Igniting Change: A Conversation with Dr. Ron Ross — Dr. Ron Ross, CEO at RONROSSECURE, LLC, shares insights from decades of pioneering work in cybersecurity, including the Risk Management Framework and Systems Security Engineering Guidelines. He discusses how leaders can apply these principles to strengthen resilience, foster innovation, and drive meaningful change across the cybersecurity landscape.   Segment Resources ThreatLocker® Defense Against Configurations (DAC): https://www.threatlocker.com/platform/defense-against-configurations Book a demo to see DAC in action. Visit https://securityweekly.com/threatlockerisw to learn more! This segment is sponsored by Ridge IT Cyber. Visit https://securityweekly.com/ridgeisw to learn more about them! Show Notes: https://securityweekly.com/esw-435

RU6: STEVEN REISNER ON THE DANCE OF THE OCCULT & UNCONSCIOUS IN FREUD https://renderingunconscious.substack.com/p/ru6-steven-reisner-on-the-dance-of Rendering Unconscious episode 6. This episode of Rendering Unconscious is a lecture by Dr. Steven Reisner “On the Dance of Occult and Unconscious in Freud” given at Morbid Anatomy Museum, NYC, October 2016, as part of a lecture series hosted by Dr. Vanessa Sinclair on Psychoanalysis, Art & the Occult. In this lecture, Dr. Reisner explores Freud's interest in the occult and its implications for psychoanalytic theory. Reisner argues that Freud's curiosity extended beyond sexuality to include phenomena beyond sensory perception. He discusses Freud's experiments with telepathy and thought transference, emphasizing the importance of integrating denied knowledge. Reisner also highlights Freud's cautious approach to disseminating such knowledge, balancing scientific rigor with public perception. Additionally, Reisner links Freud's theories to contemporary issues like resistance to knowledge and the impact of narcissistic or traumatized parents on their children's sensitivity to occult phenomena. This talk was first presented at a conference organized by Dr. Vanessa Sinclair and Carl Abrahamsson, exploring the intersections of Psychoanalysis, Art & the Occult, held in London, May 2016. The Fenris Wolf 9 is a book of collected papers from this conference anthologized by Sinclair and Abrahamsson. https://amzn.to/3XXcwnd Steven Reisner, PhD is a psychoanalyst and political activist in New York. He is a founding member of the Coalition for an Ethical Psychology, Advisor on Psychology and Ethics for Physicians for Human Rights and past-President of Psychologists for Social Responsibility. Follow him at Instagram https://www.instagram.com/drreisner/ News & updates: On Wednesday, December 3rd, join us as we explore Freud's life-long interest in telepathy – Phantoms of the Clinic: From Thought-Transference to Projective Identification with Dr. Mikita Brottman. https://rucenterforpsychoanalysis.substack.com/p/phantoms-of-the-clinic-from-thought This event will be recorded and made available for all those who register. Register here: https://www.paypal.com/paypalme/drvanessasinclair/9 Proceeds raised go towards paying our presenter(s). Thank you for your support! The song at the end of this episode is "Butterfly effect" from the album All p03ts are p0rn0graph3rs by Vanessa Sinclair and Pete Murphy available at https://petemurphy.bandcamp.com/album/all-poets-are-pornographers-13 Enjoy! Thank you for being a paid subscriber to Rendering Unconscious Podcast. It makes my work possible. If you are so far a free subscriber, thanks to you too. Please consider becoming a paid subscriber to gain access to all the material on the site, including new, future, and archival podcast episodes. It's so important to maintain independent spaces free from censorship and corporate influence. Thank You.

On this episode of the podcast Marc Beckman, author of “Some Future Day,” CEO of DMA United and longtime advisor to First Lady Melania Trump reveals why he calls her “the First Lady of Technology” and how she is quietly leading one of the most innovative tech revolutions in American public life.Beckman pulls back the curtain on the creation of Melania Trump's groundbreaking AI-generated audiobook, “Melania,” calling her synthetic voice “uncanny and perfect,” adding how every space, every breath and every pronunciation was personally approved by the First Lady of the United States. The successful businessman also highlights Mrs. Trump's visionary leadership in foster-care reform. Beckman recounts being at the White House as she and President Trump signed the executive order behind her “Fostering the Future” initiative — a mission to help foster youth achieve financial autonomy through education, technology and opportunity.While Beckman also discusses the broader AI landscape, geopolitical risks, and America's technological edge, this episode is ultimately a tribute to Melania Trump's forward-thinking impact. A woman who, as Beckman notes, was ‘the first major political figure to use blockchain technology,' the mind behind her own NFT collection, and now the force powering one of the most sophisticated AI audio projects in the country.You can get your hands on Marc Beckman's latest book titled, “Some Future Day” by searching for it on Amazon. You can learn more about him by visiting his website: DMAunited.com. You can also follow him on X or subscribe to his YouTube channel by searching for @MarcBeckman.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Listener Q&A where Andy talks about: Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're still working ( 5:53 )Social Security spousal benefits, and what happens when the lower earning spouse starts their own benefit early at a reduced amount, then later switches to spousal benefits ( 10:35)Social Security survivor benefits and whether the surviving spouse should start their own benefits earlier before eventually starting the survivor benefit, and whether there will be a reduction to the survivor benefit as a result ( 13:46 )If spouses each have IRAs, does it matter from which IRA they take distributions ( 18:28 )How income from a decedent's investments is taxed after the death of the decedent ( 23:01 )Whether tax withholdings from wages is treated the same as tax withholdings from IRA distributions with regards to the IRS viewing the amount withheld as having happened evenly throughout the year to help avoid underpayment penalties and interest ( 30:57 )How to find a financial advisor/planner who works on a limited engagement basis for just certain guidance or questions (such as Social Security claiming questions and tax return reviews), without requiring management of investments  ( 36:49 )Why do so many advisors require management of investments to provide their planning services, and how to find an advisor who doesn't (this is an extension of the previous question) ( 41:14 )Using zero-coupon Treasury STRIPS in retirement for income after wages stop but before Social Security or other income sources start ( 45:40 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:Devin Carroll's Social Security Spousal Benefit CalculatorFinding an "advice-only" advisor - www.AdviceOnlyNetwork.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Hello, media consumers! Bryan and Joel discuss President Trump's recent interactions with the media, including his “piggy” comment, his meeting in the Oval Office with Mohammed bin Salman, and his comments on the death of journalist Jamal Khashoggi. Next, the guys parse through MLB's new media rights deal with NBC, ESPN, and Netflix (18:32). Later, Brian and Joel examine Netflix's newly released broadcast lineup for their Christmas Day NFL games (24:16), before Joel gives his take on the whole Olivia Nuzzi situation (27:24). The show ends with the next installment of 25 for 25 as Zara Rahim joins to talk about the strategy behind Zohran Mamdani's successful mayoral campaign, her relationship with Mamdani, and changes in democratic messaging over time (37:11). Learn more about your ad choices. Visit podcastchoices.com/adchoices