Podcasts about advisor

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

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

In this podcast episode, Dr. Jonathan H. Westover talks with Rebecca Homkes about why uncertainty is the defining leadership skill of this decade.Dr. Rebecca Homkes is high-growth strategy specialist and the founder of a boutique consultancy firm, advising CEOs and executive teams focused on growth and success through uncertainty. She is a Faculty at Duke Corporate Executive Education, Lecturer at the London Business School (LBS) Executive Education, Advisor and Faculty at BCGU (Boston Consulting Group), and previous Fellow at the London School of Economics (LSE)'s Centre for Economic Performance. Dr. Homkes is also the director of the Young President's Organization (YPO) global Active Learning Program (ALP); a former partner with GrowthX, a Silicon Valley investment ecosystem and innovation consultancy; and the faculty lead of fintech scaleup accelerators. A global keynote speaker, she is a member of several advisory boards, directed the joint McKinsey & Co and LSE Centre for Economic Performance Global Management Project from 2007-2014 and has regularly been featured in Harvard Business Review, CNBC, Bloomberg, Fortune, and Forbes. 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: Are tax return amendments needed if info from a 1099-R was left out but doesn't impact the return's gross or taxable income ( 4:08 )What are the pros and cons of using average cost basis tracking for mutual funds ( 8:36 )Tax implications of nonqualified annuities and surrendering vs annuitizing it ( 13:55 )Is there a more optimized way to pay taxes on in-plan Roth conversions as opposed to having additional taxes withheld from your paycheck ( 23:21 )Thoughts on using "reverse budgeting" to figure out how much you spend, instead of manually adding up all of the line items of actual expenses you have ( 28:28 )How to properly report on your tax return a disability exception to the 10% IRA early withdrawal penalty if the custodian won't reflect the exception on the 1099-R ( 34:31 )How much is too much to pay a financial advisor who charges a percent of assets under management, and thoughts on only rolling some of a 401(k) to an advisor and managing the rest on your own ( 40:23 )Options/insurance to help cover expenses for dental, vision, and hearing since traditional Medicare doesn't cover those things ( 47:46 )When to consider getting a financial advisor (or at least getting a one-time financial plan done) ( 52:06 )How to properly report on your tax return a SEPP (Substantially Equal Periodic Payment) exception to the 10% IRA early withdrawal penalty if the custodian won't reflect the exception on the 1099-R ( 58:00 )Thoughts on retiring from Oklahoma to a high cost of living place like New York City (to be near kids and grandkids) ( 1:02:02 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:Tenon Financial monthly newsletter/blog - Retirement Planning InsightsYouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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

What if the thing wrecking your relationship isn't a bad quarter or a failed deal, but the fact that you've gotten so good at building your empire you accidentally turned the people you love into roommates? In this episode of The Happy Hustle Podcast, I sit down with Cody Jefferson, a man who is genuinely hard to put in a box. He's a husband, a father, a serial entrepreneur, a CMO, an advisor to some of the biggest names in entertainment and business, and the founder of 126 Brotherhood. But what you might not expect is that Cody was also a pastor for 13 years, a licensed mechanic, a licensed barber, and a touring musician for close to a decade. He grew up in rural Oklahoma in a little trailer with his grandparents, wrestled his way through school, found faith again in the most unexpected way, and has since built a life and a mission around one simple but deeply powerful idea: this is who I am, so this is what I do. This episode matters because Cody isn't just another guy talking about mindset and morning routines. He's someone who has buried 148 people, navigated divorce and co-parenting with grace, rebuilt his identity from the ground up, and figured out how to be a present father, a devoted husband, and a thriving entrepreneur all at once. This is one of those conversations that quietly rearranges something inside you. One of the biggest things I took from this episode is Cody's framework for identity formation. He talks about looking at the fruit of your life honestly, seeing where the dead branches are, and asking yourself if what you're doing every day is actually confirming who you say you are. It's not motivational fluff. It's a real gut check. If you say you're a devoted father but you keep saying no to your kid's football games and yes to every speaking gig, the fruit doesn't lie. We also got into something most men avoid talking about, which is what happens when a man loses his sense of purpose. Cody described it simply and clearly. A man without purpose becomes a ship without a rudder. He either absorbs everything or deflects everything and then disappears into isolation, devices, or the business because the business doesn't talk back. It doesn't have emotions. It doesn't need him to show up fully. And before he knows it, he's dug himself into a hole with his family that feels too deep to climb out of. Cody's take? You either dig down or dig out. That's the choice. What I loved most was how Cody talks about success on his own terms. He told me about a conversation he had with his son Stetson while they were out driving one of his old trucks. His son asked why they didn't have a Ferrari. By the end of that conversation, the boy said he liked the old trucks better anyway and started dreaming about one day having a barn full of them where his own kids could come work on them together. Cody looked at me and said, "Son, that's success to me." That hit home. Big houses, fast cars, empty dinner tables. Cody has seen it up close. He's not against the money, he just knows it won't give you what you think it will. We talked about faith and entrepreneurship, about how the same grace that carried him through a pastor scandal that shook his world is the same grace that carries him through the uncertainty of building companies. He said something I keep coming back to: in business, every day starts at zero. You're going to take loss as much as you take a win. His faith hasn't weakened through that. It's deepened, because it has to. We also talked about AI, about 126 Brotherhood, about Flower Friday, about keeping fishing poles in the truck so any time you pass a pond you stop and fish with your boys. About how his eleven year old still holds his hand and how he never plans to be the one to let go first. Cody defines Happy Hustlin' as being in purpose and on purpose. He said it beautifully: the stress of his life isn't distress, it's use stress. Everything is something he said yes to. And as long as he knows God called him to it and his boundaries are in place, he's a happy camper. That's it. That's the whole thing. We're all desperate to be known, but we settle for being seen. Cody Jefferson is calling us higher than that. Your story is worth knowing. And if this episode doesn't remind you of that, listen to it again. Listen to the full episode here: https://caryjack.com/podcastin/ What does Happy Hustlin' mean to you? Recognizing that I am in purpose and on purpose. And so that the stress of my life is not distress, it is use stress. Everything is working for me, that everything in my life is an opportunity that I've said yes to. So if I find myself super stressed about something, it's probably my own fault and my own ego trying to get in the way. Connect with Codyhttps://www.facebook.com/codyjeffersonpersonalhttps://www.instagram.com/codyjefferson/https://www.youtube.com/@codyjeffersonofficial/videoshttps://x.com/codyjefferson?s=21https://www.linkedin.com/in/codyjeffersonofficial/https://www.tiktok.com/@codyjeffersonofficial?_r=1&_t=ZS-97LAxaMjGZM Find Cody on this website: https://126brotherhood.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

Yemisi Egbewole, former Chief of Staff and Advisor to the Biden White House Press Office, Democratic strategist, and the founder of Podium Strategies, joined us on the Guy Benson Show today to discuss the ongoing "insurgency" by the Democratic Socialists of America and their efforts to change the fundamental beliefs of the Democratic party. Egbewole and Benson discussed candidates in the NY primaries, including Mamdani-endorsed Darializa Avila Chevalier, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Join this deep conversation about what empathy really looks like in our institutions, our communities, and our leadership—especially at a time when empathy feels both urgent and under pressure.Dr. Terri Givens has been doing this work long before it became a headline or a corporate initiative. Terri is a Professor of Political Science at the University of British Columbia, and from 2021 to 2024, she served as the Provost's Advisor on the Strategy to Address Anti-Black Racism at McGill University. She is the former CEO of the Center for Higher Education Leadership and has partnered with colleges, universities, and ed-tech companies to drive innovation, equity, and excellence in higher education.Terri is the author of the new book, Reckoning: Creating Positive Change through Radical Empathy, as well as her past book, Radical Empathy: Finding a Path to Bridging Racial Divides. Her new book takes her work even further into how individuals and institutions can confront history and move toward meaningful change.Terri shares stories of early work at IBM, Intel, and L'Oréal Canada that both strengthened culture and moved the bottom line. She also speaks about her collaboration with the Menlo Park Police Department, where empathy became a practical tool for healing divides, improving communication, and synthesizing multiple perspectives across the city council, police, and the community. Terri shows us that empathy isn't a buzzword, a trend, or a “nice to have” in today's polarized world—it's a leadership competency, a community-building tool, and a catalyst for true connection and accountability.To access the episode transcript, go to www.TheEmpathyEdge.com, search by episode title.Listen in for…Where we actually are today in our quest for empathetic leadership and more human social systems, what's shifted since her first book, and what still needs to be done.The essential role empathy plays in DEIB and race relations, and why DEI is not some new concept from 2020. Real tactical guidance for how to create brave and safe spaces in your team or community. "Creating a brave and safe space was really important so that we weren't just attacking what the police were doing. It had to be an environment where we were trying to uplift rather than tear down." — Terri Givens Episode References: The Empathy Edge Podcast: Terri Givens: Radical Empathy to Bridge Racial DividesAbout Terri Givens, Professor and Author of Reckoning and Radical Empathy:Terri Givens is a Professor of Political Science at the University of British Columbia in Vancouver. She was the Provost's Advisor on the Strategy to Address Anti-Black Racism at McGill University from 2021 to 2024. She is formerly the CEO of the Center for Higher Education Leadership and has worked with a variety of colleges, universities, and ed tech companies on issues related to innovation and excellence in higher education. As the author of the new book Reckoning and the past book Radical Empathy, she is a sought-after consultant and speaker on issues related to leadership and inclusion. She has more than 30 years of experience in higher education, politics, international affairs, and nonprofits. She is an accomplished speaker and uses her platform to develop leaders with an understanding of the importance of diversity and inclusion, while encouraging personal growth through empathy.Connect with Terri:Givens Consulting: terrigivens.com Book: Reckoning: terrigivens.com/reckoning LinkedIn: linkedin.com/in/terrigivens Facebook: facebook.com/Terri.Givens64 Instagram: @tgivens64 Connect with Maria:Get Maria's books: Red-Slice.com/booksHire Maria to speak: Red-Slice.com/Speaker-Maria-RossTake the LinkedIn Learning Courses! Leading with Empathy and Balancing Empathy, Accountability, and Results as a Leader LinkedIn: Maria RossInstagram: @redslicemariaFacebook: Red SliceGet your copy of The Empathy Dilemma here- www.theempathydilemma.com

This week, I welcome Chris Dane, President and Managing Partner at Hickory Global Partners, to first discuss the latest trending news in travel, including the deadly resort fire in the Dominican Republic, the FAA using AI for air traffic control, and more. Later, Dane shares his perspective on how the relationship between travel advisors and airlines has evolved, along with offering advice for how advisors can best work with airlines. He also provides insights into building relationships, the importance of advocacy and more. The discussion on advisors and air travel begins after the 16-minute mark. Today's episode sponsor: Brendan Vacations Your clients are dreaming of Ireland and Scotland. Brendan Vacations has been turning those dreams into unforgettable journeys for over 55 years, from private driver experiences and castle stays to self-drive adventures and intimate small group tours. And right now, advisors can earn an exclusive incentive on every booking. Don't miss it. Visit brendanvacations.com/traveladvisors to learn more. Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse.See omnystudio.com/listener for privacy information.

H.E. Dr. Abdullah Al Rabeeah on The Kingdom's Untold Humanitarian Story | 185  Dr. Abdullah is an Advisor to the Royal Court and the Supervisor General of King Salman Humanitarian Aid and Relief Center (KSrelief) as well as the pioneering surgeon who has led the separation of more than 70 conjoined twins since 1991. We explore his remarkable journey from his early days as a surgeon and the stories behind some of his most complex operations, to his conversations with the late King Abdullah during his final days. We wrap up with his decade-long role at the helm of Saudi Arabia's humanitarian arm, the King Salman Humanitarian Aid and Relief Centre, exploring its global mission and the impact it has had in some of the world's most vulnerable communities.  0:00 Intro3:10 How Medicine Shaped His Life6:35 Saudi Arabia's Conjoined Twins Program10:28 The Most Difficult Operation of His Career15:07 Enduring 23-Hour Surgeries16:33 How Technology Changed Modern Surgery18:01 Medicine as a Humanitarian Mission19:17 From Treating Children to Helping Millions27:32 The Global Impact of KS Relief30:32 Saudi Humanitarian Work35:09 A Personal Story About King Abdullah42:32 Leadership, Vision 2030, and Saudi Arabia's Global Role47:36 Motivation, Pressure, and a Life of Service56:03 Closing

What happens when expertise is no longer scarce?In this episode of The Executive Brief, Kelli Jackson explores the “Advisor's Paradox” through the lens of Accenture and the broader consulting industry. As AI makes information more accessible than ever, the real question isn't whether consultants or leaders will be replaced, but how value is evolving.This episode breaks down why execution, judgment, and the ability to drive outcomes are becoming the true differentiators and what that means for senior leaders navigating the future of work.If you're finding value in these conversations, make sure to subscribe to the newsletter and join a growing community of over 15,000 senior leaders receiving weekly career intelligence, market insights, and strategic perspectives designed to help you stay ahead.

In this episode of the Earn and Invest podcast, host Doc G interviews Roger Whitney, a certified financial planner (CFP), creator of the Retirement Answer Man podcast, and author of Rock Retirement. The conversation centers on redefining the true value of financial advisors, particularly pushing back against the early days of the Financial Independence, Retire Early (FIRE) movement, which heavily favored a "do-it-yourself" (DIY) and anti-advisor approach. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother's funeral, Carolyn began exploring deeper forms of healing, including somatic therapy and psilocybin, a natural psychedelic compound found in over 200 species of mushrooms. That process helped her better understand how unresolved trauma had shaped her nervous system, relationships and sense of self over the course of her life. In this episode of The Healthy Advisor, host Diana Britton speaks with Carolyn Armitage, founder and CEO of Wealth Management Consulting and RIA Circle, about her experience with trauma recovery, emotional healing, and psychedelic-assisted therapy. Her experience led her to produce a recent documentary, “Journeys,” a two-hour film addressing the ethics behind the use of psilocybin to navigate trauma. She discusses: How childhood trauma shaped Carolyn’s nervous system, relationships and emotional responses for years Why somatic therapy helped her understand the physical effects of unresolved childhood trauma What she experienced during her guided psilocybin journey and emotional healing process How forgiveness, emotional safety and self-worth became possible after years of internal struggle The creation of the documentary “Journeys” and her mission to increase awareness around psychedelic-assisted healing Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Website: Journeys' Film  Connect With Carolyn Armitage: LinkedIn: Carolyn Armitage LinkedIn: Wealth Management Consulting LinkedIn: RIA Circle Website: Wealth Management Consulting Website: RIA Circle Email: carolyn@wealthmanagementconsulting.com  Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Carolyn Armitage is a longtime leader in the wealth management industry with experience spanning advisory work, executive leadership, consulting, and investment banking. Having built and led multiple wealth management firms throughout her career, she brings a broad perspective shaped by her work as an advisor, operator, and consultant. Her background includes building high-performing teams, guiding firm growth, and helping organizations create long-term value through strategic leadership and integration. After beginning her career as a financial advisor, Carolyn developed a strong understanding of the challenges advisors face firsthand. Over the years, she expanded her expertise through leadership roles across both large and boutique firms, helping organizations improve operational structure, advisor engagement, and enterprise value. Her experience has made her a trusted consultant to RIA leaders and wealth management executives navigating growth, succession, compensation design, and strategic planning decisions. Carolyn has held leadership positions with several major firms and organizations, including HD Vest, now Avantax, ING Advisors Network, now part of Voya and Cetera Group, and Thrivent Advisor Network. She also led the Large Enterprise Business Management Consulting Team at LPL Financial. Prior to leading Thrivent's independent RIA platform, TAN, Carolyn worked with ECHELON Partners, where she provided investment banking and consulting services to some of the industry's largest and most established firms. Her experience across advisory services, consulting, investment banking, and firm leadership gives her a deep understanding of the wealth management value chain and the complex business, family, and legacy decisions firm leaders often face.

As more Americans express the desire to age in place, navigating the intersection of financial security, legal protections, and healthcare needs becomes paramount. In this episode of Talk Law Radio, host and Texas attorney Todd Marquardt dives deep into the legal, financial, and emotional blind spots families face when preparing for long-term senior care. The episode features two expert guests who bring unvarnished truths and practical solutions to the table. First, Joseph Warren, a Financial Planner with Financial Planning HQ, discusses the critical role of financial strategy, market navigation, and radical accountability when building a roadmap for retirement. Then, Regina Yockey, Administrator at Avenues Home Care, joins the show to shed light on the realities of the home care industry, the power of proactive pre-planning, and what it truly means to provide compassionate, one-on-one care for our aging loved ones. Key Topics Covered The Power of Unvarnished Financial Truth: Joseph Warren shares why high-net-worth clients need advisors who act as a "financial CEO" rather than "yes men," highlighting a 2022 case study on moving excess cash into the market during high inflation to protect early retirement goals. Accountability & Holistic Strategy: Why simple investment management is only one piece of the puzzle, and how building emergency cash reserves (especially in volatile sectors like the Texas oil fields) takes the emotion out of unexpected industry shifts. The Landscape of Senior Rehabilitation and Home Care: Regina Yockey demystifies the transition from hospital short-term rehab to home care, breaking down Activities of Daily Living (ADLs) and explaining how private caregivers preserve independence. Proactive Planning vs. Crisis Mode: A moving discussion on why families must have difficult conversations early—touching on dementia progression, long-term care insurance, and overcoming the "guilt factor" before an emergency or a fall forces a sudden decision. The "Take Care Of" Clause & Instruction-Based Planning: Todd Marquardt explains how families can transition from mere "permission slip" legal planning to instruction-based planning, ensuring an elder's explicit wishes are honored and sibling conflicts are prevented. Sinners & Saints: A thoughtful segment exploring proportional justice alongside heartwarming, real-life stories of caregivers going above and beyond—using music, companionship, and deeply personalized care to uplift seniors. Key Takeaways Information vs. Action: We are drowning in knowledge, but financial and retirement success belongs to those who act on the best advice with an accountable team behind them. The Hidden Cost of "Flat Fees" & Advisor Ethics: A look at traditional industry practices of ranking clients, and why flat-fee financial models ensure every client gets the attention they deserve. Pre-Planning Protects Dignity: Waiting until an acute medical event occurs limits your choices; early legal documentation and home assessments keep seniors safer and independent longer. Instruction is Key to Legal Protection: Legal planning shouldn't just be about passing down assets after death; it must explicitly address disability, incapacity, and specific long-term care desires to prevent family fractures. -Sponsored by Marquardt Law Firm and Financial Planning HQ -Go to marquardtlawfirm.com and financialplanninghq.net Contact Information Featured in this Episode Marquardt Law Firm (Todd Marquardt): Call 210-530-4278 or visit marquardtlawfirm.com. Financial Planning HQ (Joseph Warren): Call 210-444-2128 for a complimentary 20-minute financial roadmap strategy session. Avenues Home Care (Regina Yockey): Call Regina directly at 830-832-0089 or the San Antonio office at 210-236-5582. See omnystudio.com/listener for privacy information.

Send Me a Text MessageHost Tom Butler opens with the report he promised on his new Otso Warakin TI: a first long ride that turned into a navigation disaster but still delivered an encouraging first real test of the bike. He gets into what went wrong trying to find the trail, and what went right once the bike was moving, smooth on the gravel descents and surprisingly planted at thirty miles an hour on the road, on gravel tires. He also flags a knee that flared up and the setup questions he wants to solve before the next big ride.From there, Tom shares something he's now convinced is real: his recovery is improving. After a long stretch of severely limiting carbs and eating no meat, he added meat back and started supplementing creatine, and his legs began bouncing back faster from hard efforts. He walks through the leucine and creatine science behind why that might be, why it may matter more with age, and an important reminder that he's experimenting on himself, not prescribing, and that any change like this belongs in a conversation with your own physician first.Then Tom sits down with Dr. Gary McCall, a professor of exercise science at the University of Puget Sound who studies what physical activity does inside the body, and what happens when it goes away. It's the ideal follow-up to Tom's own muscle speculation. The two dig into the exercise-is-medicine idea at the heart of the show, the surprising place where the biggest health gains live, and how much of what we write off as aging may really be inactivity. Gary is a cyclist himself, so this is someone who knows both the science and the road.Become a member of the Cycling Over Sixty Strava Club!  www.strava.com/clubs/CyclingOverSixtyCycling Over Sixty is also on Zwift.  Look for our Zwift club!NOTE: I share information about my journey. From time to time that means sharing what I do to stay healthy.  None of what I share is meant to be medical advice. Always consult with your physician or other health professionals before making changes. Please send comments, questions and especially content suggestions to me at info@cyclingoversixty.comFollow and comment on Cycling Over Sixty on Instagram: https://www.instagram.com/cyclingoversixty/Show music is "Come On Out" by Dan Lebowitz.  Find him here : lebomusic.com

Professor Michael Barry, Director of the NCPE.

Lindsey Jayne is an independent product adviser and coach, and former chief product officer at the Financial Times. She began her career at the Government Digital Service, where she stumbled into product management by chasing someone down a corridor holding a MacBook that actually worked. What followed was 15 years moving through startups, scaleups, and ultimately one of Britain's most storied media institutions.Chapters00:00 — Introduction01:08 — Lindsey's origin story: from a broken government laptop to product management02:48 — Why product managers burn out: accountability without authority05:34 — Influencing stakeholders using discovery skills07:19 — What leaders can do to clear the way for their product teams08:44 — Stakeholder mapping: the influence and interest framework09:41 — Recognising burnout signals in your team at scale11:16 — Balancing passion and sustainability: when enthusiasm becomes a pattern14:16 — When to transition from individual contributor to product leader16:24 — Product reviews and cross-team knowledge sharing18:42 — How to communicate effectively with senior stakeholders20:40 — Career-defining advice: you don't have to die on every hill21:43 — Half your job is landing the product, not just building it22:25 — The most common mistake junior product managers make24:05 — How to tell your story after a difficult or toxic company exitOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath.Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

Gold - uglyTransports - testingYield curve - didn't like Warsh commentsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there.AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider.In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an entire team of AI agents running inside his own business.We get into the tension every financial advisor is thinking about: privacy, client data, compliance, technical knowledge, and where AI actually fits in a relationship-driven business.Michael also explains where this is all headed, and why the biggest opportunity may not be replacing human work, but creating more space for the work only humans can do.If you've been telling yourself you'll figure AI out later, or that it doesn't really apply to a business like ours, this conversation might change your mind about how much time you actually have.3 Insights From This Week's Episode…#1.) The Story That's Quietly Costing Advisors Their FutureWhen AI comes up, a lot of smart, successful advisors check out. They decide it's too technical, too risky, or too late to start. Michael explains why that reaction has nothing to do with age or ability, and everything to do with something far more dangerous.#2.) The Client Data Objection Everyone Hides Behind"I deal with people's finances, so AI doesn't apply to me." It's the most common wall advisors put up, and on the surface it sounds responsible. We dig into why that thinking is more outdated than you'd expect, and what hiding behind it might be costing you.#3.) The New Advantage in a Relationship Business Financial advice is built on trust, presence, and human connection. We explore why AI may actually increase the value of great advisors by helping them show up more prepared, more focused, and more available for the work only humans can do.SHOW NOTEShttps://bradleyjohnson.com/173FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how Stone Steps has grown from a solo launch into a five-person firm serving tech and biotech professionals, retirees, and families with complex planning needs. Scott also discusses how financial life planning, stock compensation expertise, cash flow implementation, and a guide mindset have shaped the next chapter of his work with clients.

How can leaders turn uncertainty, which can feel like fear, into an opportunity for growth? In this episode, Kevin sits down with Dr. Rebecca Homkes to explore why volatile times require a different approach to strategy. Rebecca explains that uncertainty is not automatically bad; it is simply a set of future events that may or may not occur. Leaders have a responsibility to help their teams reframe it as a chance to learn and grow faster. Kevin and Rebecca discuss why traditional strategy tools often assume too much certainty, how language and meeting rhythms can unintentionally push teams into protection mode, and why asking "has the situation changed?" is more useful than simply asking whether we are on track. They also explore the importance of moving from survival mode to reset mode, clarifying your right to win, and recognizing that a growth mandate is also a change mandate.   Listen For 00:00 Why we hit reset to thrive in uncertain times 01:46 Meet Dr. Rebecca Homkes 03:08 Why she wrote Survive, Reset, Thrive 04:52 The big idea: uncertainty is a time to grow 05:49 What strategy is — and what never changes 08:03 Why "uncertain" doesn't have to mean "bad" 11:58 Learning velocity: the #1 differentiator 14:10 Two types of uncertainty and the paralysis trap 16:20 Planning vs. preparing 19:29 The reset: a growth mandate is a change mandate 21:00 Parallel pathing: execute while you build 23:23 Where to start 24:44 Hard resets — Starbucks, Nike, Disney 26:15 What Rebecca's reading 28:03 Where to learn more and get the book 28:38 "Now what?" — the question that matters Rebecca's Story: Dr. Rebecca Homkes is the author of Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times. She is a high-growth strategy specialist and the founder of a boutique consultancy firm, advising CEOs and executive teams focused on growth and success through uncertainty. She is a faculty member at Duke Corporate Executive Education, Lecturer at the London Business School (LBS) Executive Education, Advisor and Faculty at BCGU (Boston Consulting Group), and previous Fellow at the London School of Economics (LSE)'s Centre for Economic Performance. Dr. Homkes is also the director of the Young President's Organization (YPO) global Active Learning Program (ALP); a former partner with GrowthX, a Silicon Valley investment ecosystem and innovation consultancy; and the faculty lead of fintech scaleup accelerators. http://www.linkedin.com/in/rebecca-homkes Looking to Develop Stronger Leaders? Want help developing the leaders in your organization? Reach out to explore how the Kevin Eikenberry Group can support your team. Email Us   Book Recommendations Survive Reset Thrive — Rebecca Homkes Flexible Leadership — Kevin Eikenberry 1929 — Andrew Ross Sorkin Like this? The Human Side of Innovation with Mauro Porcini This is Strategy with Seth Godin Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group  

Most people think building wealth and keeping wealth require the same strategy. They don't. Wes Moss explains why getting wealthy and staying wealthy are two completely different skill sets—and why understanding the difference could have a major impact on your financial future. Wes also explores what may be the most important financial dividend of all: freedom. Financial planning isn't just about accumulating a bigger number. It's about creating autonomy, reducing the fear of running out of money, and building a life where you have more control over your time and choices. You'll learn why multiple income streams can provide both financial security and emotional comfort—and how finding your "money green zone" can help support lasting financial independence. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 16, 2026, Ask an Advisor episode of the Clark Howard podcast.  Submit your questions: WesMoss.com/ask We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the "Tech Finance" with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting. In this episode… For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business? Sasha Orloff, a serial entrepreneur and technology innovator, says the key is to rebuild accounting systems from the ground up, with data integrity and AI at the core. He notes that traditional software lacks real-time intelligence, leading to inefficiencies and delays. By reengineering the general ledger, businesses can access faster, more reliable financial insights and automate complex workflows. AI-powered anomaly detection and reconciliation further improve accuracy while reducing manual effort. The outcome is a more scalable and intelligent financial system for companies of all sizes. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz talks with Sasha Orloff, CEO and Co-founder of Puzzle, about transforming accounting with AI. They cover rebuilding systems for the AI era, using AI for accuracy over speed, why strong accounting drives growth, and strategies for adoption, customer trust, and go-to-market in a conservative industry.

What happens to career strategy, leadership, and professional growth when the traditional rules of the corporate game are rewritten in real time?  In this episode of TRUST ME I KNOW WHAT I'M DOING, I sit down with executive search expert, leadership advisor, and host of the Corporate Confessions podcast, Deepali Vyas. Known widely as the "Elite Recruiter," Deepali has spent 25 years advising Fortune 500 companies, hedge funds, and high-growth AI organizations on executive hiring and leadership strategy.  Deepali pulls back the curtain on the "unwritten rules" of hierarchical organizations and explains why the traditional chronological resume is completely dead in today's attention-deficit economy. She introduces a modern framework for career positioning, detailing how professionals can build "The Signal"—a powerful one-page personal narrative—and why tying your outcomes directly to the dollar is essential for survival.  We also dive deep into the rising era of the "Company of One," the crucial differences between mentorship and true sponsorship, and how human skills like storytelling and judgment become your ultimate agency in the age of Agentic AI.  Deepali shares insights on:• The Death of the Traditional Resume: Why a chronological autobiography fails to get noticed, and how to capture an employer's attention in six seconds using "The Signal".  • The "So What" Filter: A simple, high-impact framework to flip your resume bullet points from passive tasks into quantifiable business value.  • Advisor vs. Mentor vs. Sponsor: Delineating these three fluid yet distinct roles, and why assuming your manager is your mentor by default is a common career trap.  • The "Company of One" Era: How new graduates and professionals can use portfolio careers and skill-stacking to build independent influence and security.  • Overcoming the Intelligence Paradox: Why highly accomplished individuals frequently fall into analysis paralysis, and how executive judgment thrives under ambiguity.  Whether you're a recent graduate navigating an unstable market, an executive looking to pivot, or someone trying to protect your human agency in an automated world, Deepali's masterclass in career literacy provides an invaluable blueprint.  If you enjoyed this deep dive, please hit that subscribe button, leave a comment, and share this video with someone looking to scale their own vision!   --------------------------Chapters-00:00 Introduction01:32 Deciphering Success in a Disrupted World04:05 The Unwritten Rules of Corporate Culture07:35 Post-Pandemic Workforce and Changing Rules09:23 Why the Traditional Resume Is Dead12:11 Tying Your Value to the Dollar: Modern Resume Metrics14:14 Falling into Recruiting: Cowardly Resignations & Indian Parents15:49 Navigating Wall Street & Standing Out at Goldman Sachs17:30 Sponsor Break: Travelopod19:18 Advisor vs. Mentor vs. Sponsor: Delineating the Roles23:47 Learning from Mentorship Mistakes and taking action28:49 Sponsor Break: Timberdog29:19 Overcoming the "Intelligence Paradox" & The "So What" Filter32:53 Identity, Seasons of Career, and Merit36:55 Portfolio Careers & The Era of the "Company of One"40:50 Cultivating Trust & Why AI Will Never Replace Human Connection42:44 Wrap-up & Shoutouts

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What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a topical rundown of today's show: 0:00 - INTRO 0:33 - Jerome Powell, Kevin Warsh, & CPI Review 3:43 - Employment Numbers & Data Centers 5:28 - What Does Your Advisor Do? 9:34 - What Should You Expect? 13:07 - What Are You Getting vs Giving Up? 16:56 - Looking at Taxes on a Continuum 19:26 -Investment Management is Important 24:37 - Financial Advisors with Open Minds 27:41 - Fixed-cost vs Fee-based Financial Planning 26:15 - How to Deal with Emotional & Cognitive Biases 27:11 - Fiduciaries Focus on Things You Miss 28:30 - Proper Asset Location 30:03 - Fee Transparency - How advisors get paid 31:35 - Red Flag Warnings When Choosing an Advisor 33:11 - What Annuities Do (and Don't Do) 34:44 - Big Firms vs Small Firms - KYC 35:38 - Fee-only vs Fee-based Advisors 36:49 - What Comprehensive Wealth Management Should Look Like Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "The Perfect Planning Experiemce" https://realinvestmentadvice.com/ria-e-guide-library/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/HXafEWQMFuI?feature=share ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: https://youtu.be/bNIRIssbDP8 ------- Watch our previous show, "Inflation Surge Hits Markets?" https://youtube.com/live/UOSeQNOhcwI ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialAdvisor #RetirementPlanning #Investing #WealthManagement #Fiduciary

Join Bennett Free, Founder and Technical Lead of Fiscor, for a critical look at the shifting foundations of wealth management. For decades, a financial advisor's primary value driver was portfolio construction and asset allocation. Today, with the market flooded with self-directed trading apps, automated robo-platforms, and low-cost digital tools, investment management has become a commoditized baseline. In this episode, Bennett draws on his evolution from wealth management professional to software architect to map the industry's real future: transforming comprehensive, interactive financial planning into an advisor's core value proposition.

Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed.

Welcome to Season 15 Episode 23 of the ParentingAces Podcast! This week's guest, Chris Boyer, is a Tennis Parent as well as someone who has worked closely with the United States Tennis Association (USTA) and is here to offer his insights into what makes tennis a hard sport.Chris's professional background as a nationally award-winning marketing executive for brands including Coca-Cola, The North Face, GEICO, the New York Mets, Boston Celtics, and Miami Heat, provided him a unique lens into the business of sport. Combined with decades of direct experience in tennis, this perspective led to firsthand insight into the realities of youth sports, NCAA recruiting regulations, college fit evaluation, and the broader sports sponsorship and partnership landscape. Chris created Tennis Advisors to bring clarity, integrity, and informed guidance to families, companies, and brands navigating this complex ecosystem so they don't have to do it alone.Chris has lived through the Junior Tennis Journey with his son, Tristan. As Chris shares in this episode, Tristan showed early promise on the tennis court, eventually becoming one of the top American juniors and going on to a successful college tennis career at Stanford University. Tristan is now pursuing a professional tennis career and is currently ranked 192 on the ATP Tour. None of that happened by accident! Chris tapped into his professional contacts to help Tristan achieve his tennis goals and is now offering to help other families on a similar path through Tennis Advisors.You will hear Chris mention a Russian tennis coach who worked with that country's youngest players. Read more about it here: https://www.nytimes.com/2007/03/04/sports/playmagazine/04play-talent.htmlYou will also hear Chris talk about Eric Butorac's unique journey to professional tennis. Watch our podcast with Eric here: http://youtube.com/watch?v=PgS_QsDIFhQ&feature=youtu.beTo get in touch with Chris, email him at chris@tennisadvisors.tennis and ask about getting your FREE 9-page assessment document when you sign up for a 30 minute consultation. You can also follow him on Instagram at https://instagram.com/christopherjboyer and follow his son, Tristan, at https://instagram.com/rockettristan.As always, I am available for one-to-one consults to work with you as you find your way through junior tennis and the college recruiting process. You can purchase and book online through our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://parentingaces.com/shop/category/consult-with-lisa-stone/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.If you're so inclined, please share this – and all our episodes! – with your fellow tennis players, parents, and coaches. You can subscribe to the podcast on Apple Podcasts or via your favorite podcast app. Please be sure to check out our logo'd merch as well as our a la carte personal consultations in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠online shop⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.CREDITSIntro & Outro Music: Morgan Stone aka STØNEAudio & Video Editing: Lisa Stone

Oura AI Advisor with Dr. Ricky BloomfieldIn this episode of the Behavioral Design Podcast, hosts Aline and Samuel are joined by Dr. Ricky Bloomfield, Chief Medical Officer at Oura, to explore how AI is changing the way people understand, interpret, and act on their health data.Together, they examine what makes AI-powered health coaching feel different from traditional digital health tools. From conversational interfaces and biometric personalization to empathy, trust, uncertainty, and safety, Ricky shares a behind-the-scenes look at how Oura Advisor is designed to support people in making better health decisions without pretending to replace clinicians.The conversation covers:What makes a good health coach, whether human or AIWhy conversational AI can feel somewhere between a tool, coach, and companionHow Oura Advisor uses personal health data to make insights more relevant and actionableThe importance of empathy, tone, and response length in AI health experiencesWhy AI systems need guardrails without becoming overly constrainedThe risks and benefits of personalization, memory, and agentic AI in digital healthHow wearable data could help uncover silent health risks like high blood pressureWhy the future of health AI is less about replacing doctors and more about extending care, improving screening, and helping clinicians focus on higher-value workRicky's advice for product teams: optimize for speed of learningThis episode is a must-listen for anyone interested in the future of AI, digital health, wearables, and behavior change. Especially those thinking about how to design AI products that are not only intelligent, but trustworthy, humane, and genuinely useful.--Interesting in collaborating with Nuance? If you'd like to become one of our special projects, email us at hello@nuancebehavior.com or book a call directly on our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠nuancebehavior.com.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Support the podcast by joining ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Habit Weekly Pro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

In the age of information and technology, business rely heavily on the best insights into their data.  Harnessing this information is the first step to driving down costs and increasing profitability. But how do you know which tools can really help you? While some ERP vendors have compatible Business Intelligence (BI) and analytics tools included in their technology stack, there are MANY third-party BI applications that could better fulfill your needs. 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

Are you on track for a happy retirement? It takes more than just a healthy bank account. In this episode, Wes Moss shares the lifestyle data that separates truly happy retirees from the rest. It all comes down to a "magic number" of core pursuits – the super-activities that keep you moving, socializing, and fulfilled. Then, he dives into the financial side, breaking down the psychological power of dividend investing and how it can bring calm to your retirement portfolio. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 9, 2026, Ask an Advisor episode of the Clark Howard podcast.  Submit your questions: WesMoss.com/ask We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments!Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Don and Tom explore the difference between smart risk and dumb risk in investing, sparked by new survey data showing younger investors increasingly believe they must take big risks to achieve their financial goals. They discuss the rise in stock trading, options speculation, and meme-stock behavior, contrasting those activities with evidence-based risks such as broad stock market investing, factor tilts, and maintaining efficient use of cash. They also answer a listener question from a recently retired investor concerned about market valuations and inflation, discussing small-value tilts, bond allocations, and the role of TIPS. Along the way, they wander into Roman and Han Dynasty history, retirement boredom, Don's Civil War novel, podcast economics, and the launch of the newly redesigned Talking Real Money website.0:05 Podcasting economics, removing ads, and the realities of making money from podcasts2:34 Why investors believe they need to take bigger risks to reach financial goals4:26 The growth of indexing and the shift away from active investing4:59 FINRA survey shows younger investors embracing options and speculative trading6:25 Smart risk versus dumb risk and why experience changes risk perception7:04 Options, IPOs, hot stocks, crypto, and other forms of speculative risk8:07 Research on options trading success rates and why most traders lose money8:48 Individual stocks, market timing, and sector bets that historically have not paid off10:47 Risks that may be worth taking, including all-stock portfolios for younger investors11:22 The long-term case for owning the global economy through diversified stock funds11:55 Small-cap, value, profitability, and momentum factor tilts12:37 The hidden cost of idle cash and improving returns through better cash management13:42 Why inflation is guaranteed to beat most traditional bank savings accounts14:59 Roman and Han Dynasty history and what it says about long-term economic growth15:42 The new Talking Real Money website and easier ways to submit questions17:34 Listener question from a 58-year-old retiree using a Boglehead four-fund portfolio19:15 Whether adding a small-value tilt makes sense in retirement20:41 Thoughts on bond funds, TIPS, and inflation protection22:02 Short-term Treasury ETFs versus high-yield savings accounts23:11 Avoiding emotional reactions to market valuations24:03 Retirement longevity risk and planning for a potentially decades-long retirement24:52 Don discusses researching and writing The Line Uncrossed27:32 Meet-an-Advisor invitation and how the free portfolio review process worksQuestions? Comments? Click!

Thanks to Our Tique Talks Sponsors:Travel Collection - Connect and learn more about TC's DMCsFlytographer - Earn commission on professional vacation photographyCozy Earth - Use code COZYTIQUE at checkoutKatie Ferrari, Regional VP of Global Sales at Hyatt Hotels Corporation, breaks down how preferred partnerships work behind the scenes and why they're about far more than just extra perks. You'll learn how programs like Hyatt Privé help advisors create more personalized client experiences, strengthen direct hotel relationships, and advocate for travelers more effectively from booking to check-out. Katie also explains when it makes sense to book through a preferred partner versus a wholesaler or DMC, how loyalty programs and advisor benefits work, and why the best advisors know how to use relationships, not just rates, to elevate a trip.About Katie Ferrari:Katie Ferrari is the Regional Vice President of Global Sales at Hyatt Hotels Corporation, where she leads sales teams across the Americas and oversees key relationships within Hyatt's luxury, lifestyle, and leisure segments. A passionate hospitality leader, she is dedicated to building meaningful connections, mentoring others, and advancing colleague resource groups across the organization. Before joining Hyatt's global sales team, Katie held leadership roles at Park Hyatt Washington and Starwood Hotels & Resorts. She lives in Atlanta with her husband, two daughters, and a rotating crew of foster kittens, and enjoys tennis, live entertainment, and travel.linkedin.com/in/katieferrariLearn more about Hyatt's Travel Professional Loyalty program and advisor benefits here: hyatt.com/events/en-US/groups/travel-professional-loyaltyNeed help connecting your IATA number to your World of Hyatt account? Watch Hyatt's quick setup tutorial: World-of-Hyatt-Advisor-Planner-Profile-Setup-60s-1080p-EN.mp4Today we will cover:(03:00) What a preferred partnership means(08:40) Hyatt Privé vs. consortia bookings: what's the difference?(10:15) How advisors market preferred partnerships to clients(19:30) Advisor loyalty perks, qualifying tier nights, and client points(27:30) Who advisors should contact at hotels and why relationships matter(32:00) The future of advisor relationshipsFOLLOW ALONG ON INSTAGRAM @TiqueHQ

For years, financial advisory firms treated talent as an HR function. Ray Sclafani is seeing a dramatic shift: the firms winning the wealth management industry race are treating talent strategy as enterprise value. In this episode, Ray reveals why your talent system directly affects growth, succession readiness, advisor retention, and client continuity and why waiting to address talent gaps is a strategic mistake that could cost your firm millions.What You Will Learn in This EpisodeWhy talent strategy has shifted from HR administration to enterprise value and what this means for your growth trajectoryThe 10 connected areas of talent architecture that drive firm value (investment, hiring, career pathing, bench strength, compensation, culture, and AI readiness)How to run a 5-question talent strategy audit that reveals hidden constraints to growth and client continuityWhy your talent system is the real ceiling on organic growth, not your marketing or business developmentThe critical difference between treating talent as a cost center versus treating it as capacity to growThe practical one-hour leadership exercise that connects growth goals to talent gapsKey Insight from This Episode"A firm cannot outgrow its talent system. Growth exposes every weakness in your talent strategy. The question isn't 'What are the best growth strategies?' The better question is: 'What kind of firm are you building and what talent system will it require?'"Talent development isn't an event you schedule when there's time. It's the strategic infrastructure that determines whether your firm can scale, retain high performers, and maintain client continuity through advisor transitions.The Talent Strategy Audit FrameworkAsk your leadership team these five questions:Growth Impact: Where does talent directly affect growth? (advisor capacity, business development capability, client service, planning depth, next-gen advisor development)Continuity Risk: Where does talent affect client continuity? (Which client relationships depend on one person? Which roles lack a successor or second chair?)Leadership Depth: Where does talent affect leadership capability? (Are managers trained to lead, coach, delegate, and hold people accountable? Most are not.)Retention Risk: Where does talent affect your ability to keep high performers? (Can they see a clear, compelling, financially rewarding future at your firm?)AI Readiness: Where does talent affect your firm's ability to evolve with AI? (Which jobs will change? Which skills matter more? Who needs training now?)The 10 Connected Areas of Talent ArchitectureThe firms winning are building talent systems across these dimensions:Talent investment and hiring strategyCareer pathing and progressionBench strength and succession planningTeam structure and rolesCompensation alignmentCulture and valuesAdvisor development and trainingLeadership developmentDelegation and accountability systemsAI capability and skill evolutionCoaching Questions for ReflectionWhich part of your talent strategy most directly affects enterprise value over the next three years? (Growth capacity? Succession readiness? Client continuity? Advisor retention?)Where is your firm still treating talent as an administrative function rather than a strategic imperative? What are the costs of this gap?What talent weakness, if left unaddressed, could slow your organic growth or damage client continuity?What would need to change for your leadership team to invest in talent development with the same seriousness you apply to investment management, technology, and valuations?Practical: Set aside one hour this week with your leadership team. On the left side of a page, list your growth goals. On the right side, outline your current talent system. Does the right side support the left side? If not, name the three biggest gaps and assign owners.Resources & References MentionedMcKinsey — Wealth Management Industry Talent ResearchSuruli Research — Advisor Retirement & Headcount AnalysisBuilding the Billion Dollar Business is hosted by Ray Sclafani, founder and CEO of ClientWise, the financial services industry's leading executive coaching and team development firm for elite advisors and wealth management teams.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

This week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers, focusing on growth, transformation, and the evolution of operating models. He is a co-author and lead contributor to two recently released reports, The Looming Advisor Shortage in US Wealth Management and US Wealth Management in 2035: A Transformative Decade Begins.  Vlad talks with Jack about the forces that will shape wealth management over the next decade. He highlights significant challenges, particularly advisor capacity, which is becoming one of the industry's most critical concerns as demand for financial advice continues to rise while the advisor workforce ages and declines. Vlad also explains how advisory firms can build an operating model that delivers holistic advice while addressing advisor shortages. In this episode: (00:00) - Intro (01:40) - Why growth, productivity, advisor models, and AI are interconnected (04:53) - The looming advisor shortage in wealth management (10:12) - The power of AI in the modern advisory world (18:15) - Monetizing AI: AI-powered guidance and new revenue opportunities (22:08) - What makes a successful wealth management operating model (26:14) - Vlad's interests outside of work Quotes "If you're only building for today's clients who want the human advisor enhanced by technology, you might be optimizing a model that the next wave of accumulators will never opt into." ~ Vlad Golyk "Investors are clear about the role they want AI to play today. They want it as a guidance layer, not an autonomous agent." ~ Vlad Golyk "Build a blended experience where AI handles analytical throughput and the human shows up at moments of highest emotional and financial stakes. Investors want that, they pay for it, and they want it from the advisor." ~ Vlad Golyk Links  Vlad Golyk on LinkedIn McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Like the show? Show your support by using our sponsors.Need to update your shop systems and software? Try Tekmetric HERELaunch your tool game to the next level with Launch Tech USA! HERERecorded at Tools in Hershey, PA, Jeff Compton features Cody Kirkenester of Fadely's Auto Masters. After 15 years as a technician and shop foreman, Cody transitioned into the service advisor and shop manager role. He shares his journey into the automotive industry, the training culture that helped shape his career, and a memorable diagnostic breakthrough using a lab scope. Cody also discusses mentoring technicians, managing customer relationships, parts quality challenges, AI in the shop, and one of his fears.Timestamps 00:00 Meet Cody Kirkenester 00:56 From Tech to Advisor 02:27 Early Car Obsession 04:25 School and First Shops 07:40 Joining Faidley's Auto 08:33 Training Culture 12:31 Diagnostic Breakthrough 15:08 Corvettes and Specialty Cars 20:16 Team Development and Mentoring 28:09 Moving Into Management 38:45 Challenges of Being a Service Advisor 47:51 Parts Quality Issues 51:43 Recruiting Young Talent 55:55 Scopes and AI Tools 58:44 Succession Planning 01:01:20 Legacy and Leadership 01:07:41 Wrap Up and Next Steps Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin wraps up the three-part series on scaling, mindset, and 10x growth inspired by the work of Dr. Benjamin Hardy. Throughout the series, the focus has been on helping advisors rethink how they approach growth by shifting their identity, decision-making The post Breaking the Advisor Growth Curve: The Final Piece of the “10x Thinking” Puzzle appeared first on Kuttin Consulting Group.

At the Annual Scientific Meeting of the Australian and New Zealand College of Anaesthetists (ANZCA) and Faculty of Pain Medicine (FPM) held in Auckland, New Zealand, Kate Leslie and Andy Cumpstey interview the annual scientific meeting convenor Kerry Benson-Cooper and conference cultural advisor Tui Blair about planning the meeting and how Māori traditions and culture have informed not only the conference but also patient care and education in New Zealand. Dr Kerry Benson-Cooper is a specialist anaesthetist and intensive care physician at Te Toka Tumai Auckland Hospital, New Zealand. Tui Blair is interim co director of patient services, Health New Zealand | Te Toka Tumai Auckland, New Zealand.

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Don records through a booming Florida thunderstorm while tackling five listener questions. He discusses a thoughtful strategy for using a UTMA account to teach investing and potentially fund a future Roth IRA, then provides a detailed overview of what goes into a true financial plan, including cash flow analysis, insurance, estate planning, tax strategy, retirement projections, and investment management. Another listener asks about investing for a long life, prompting Don to explain why maintaining a diversified portfolio and spending less than portfolio growth are the keys to retirement sustainability. He also addresses when retirees might safely move from a 4% withdrawal rate toward 5%, emphasizing flexibility over rigid rules. The episode concludes with a discussion of HSAs, explaining why they are often better spent during retirement rather than left to non-spousal heirs, who may face less favorable tax treatment.0:04 Florida thunderstorm opening and update on the new podcast website and question system2:35 Using a UTMA account as a teaching tool, harvesting gains for a child, and eventually funding a Roth IRA4:47 What a comprehensive financial plan actually includes beyond investments6:14 Gathering financial data, setting goals, cash flow analysis, and risk management7:42 Asset allocation, diversification, Monte Carlo simulations, and behavioral coaching8:28 Retirement planning, Social Security timing, Roth conversions, RMDs, and tax strategies10:23 Listener crediting the show for retirement confidence and asking about investing for longevity12:37 Why spending less than portfolio growth is the key to long-term retirement success14:15 Whether a 4% withdrawal rule can become 5% later in retirement15:45 Fixed versus flexible withdrawal strategies and how age affects sustainable spending17:49 HSA withdrawal decisions in retirement and inheritance considerations19:31 Why HSAs generally should be spent rather than preserved for non-spousal heirs20:52 Meet-an-Advisor invitation and how portfolio reviews can uncover hidden risksQuestions? Comments? Click!

Send us Fan MailSend us Fan MailIn this enlightening episode of Living the Dream with Curveball, we sit down with Alexis Sikorsky, an accomplished author and strategic advisor who has successfully navigated the complex world of scaling and exiting businesses. With a rich entrepreneurial background that began in his teenage years, Alexis shares his journey from founding a banking software company in Switzerland to achieving a nine-figure exit with private equity.Listeners will gain valuable insights as Alexis discusses the common pitfalls founders face when preparing for an exit, emphasizing the importance of understanding the private equity landscape and the misconceptions that often cloud a founder's judgment. He reflects on his own experiences and the lessons learned during his transition from operator to advisor, revealing the critical steps entrepreneurs should take to position themselves for success.Throughout the conversation, Alexis introduces his APEX methodology, designed to help business owners assess their companies effectively and plan for growth. He highlights the significance of recognizing when a founder is stuck in operator mode and offers practical advice on how to shift towards a more strategic CEO mindset.As Alexis prepares to release his second book, he shares his vision for helping others navigate the complexities of entrepreneurship and exit strategies. This episode is a must-listen for founders and entrepreneurs seeking to build wealth and freedom while avoiding common mistakes.What You'll Learn in This Episode:- The journey from entrepreneur to strategic advisor- Key misconceptions about private equity and exit strategies- The APEX methodology for assessing business growth- Signs that indicate a founder is stuck in operator mode- The psychological impact of exiting a business and preparing for the next chapterFor more information on Alexis Sikorsky and his work, connect with him on LinkedIn and check out his books available on Amazon.Support the show

New allegations drop against Graham Platner, two key California races still remain in limbo, and a former national security adviser to Trump pleads guilty to mishandling classified documents. Get the facts first with Evening Wire. Thumbnail Image Credit: The New York Times - - - Ep. 2823 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3  - - - Today's Sponsor: Alliance Defending Freedom - If you believe children deserve compassion, protection, and thoughtful care—this is an opportunity to take action. Visit https://JoinADF.com/WIRE to sign the petition today.  - - - Privacy Policy: ⁠https://www.dailywire.com/privacy⁠ morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Yemisi Egbewole, former Chief of Staff and Advisor to the Biden White House Press Office— and Democratic strategist— joined us on the Guy Benson Show today to discuss the latest on the controversy surrounding Graham Platner, the Democratic Senate candidate from Maine. Guy and Yemisi also discussed the awkward interaction between former President Joe Biden, and Jill Biden at her book event. Listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Should You Help Your Adult Kids Buy a House? & 5 Things You SHOULD Spend More On Is helping your adult children buy a home a smart investment, or a threat to your retirement? In this episode, Wes Moss breaks down the harsh realities of today's housing market. With the median age of first-time homebuyers skyrocketing past 40 due to high prices and interest rates, more parents than ever are wondering if they should step in with down payment assistance. Wes shares the specific dollar amounts where helping your kids starts to negatively impact your happiness and retirement security, and why shifting your mindset from "spending" to "investing" changes the game. Also, Wes shares the story of "Around-the-World Robin" to illustrate why we often feel financial guilt even when we are totally on track – and outlines the five things you should actually consider spending MORE money on to maximize your happiness. Mentioned on the show: ROTH CONVERSION DECISION TREE Plus, Mallory shares your #AskWes questions and Wes gives his take. All this and more on the June 2, 2026, Ask an Advisor episode of the Clark Howard podcast.  Submit your questions: WesMoss.com/ask We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter G. Miles believes in helping all people no matter where they are in their financial journey. That is what led me to start St. Croix Wealth Management. It's about the relationship with a person, not the size of their portfolio. Top 3 Value Bombs 1. Success requires the courage to step outside your comfort zone and the support of a strong team behind you. 2. The biggest financial advisor misconception is that you need to be wealthy or close to retirement to benefit from guidance. 3. Proper planning especially for wealth transfer, retirement, and estate decisions can dramatically reduce taxes and prevent family conflict. Check out Peter's website to learn more or get in touch - St. Croix Wealth Management Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. ThriveTime Show - Is your business stuck? Schedule a free consultation with America's number 1 business coach, Clay Clark, at ThrivetimeShow.com/eofire.

Forced To Retire Early? The Shocking Data Everyone Needs To Know & Market Warning for Investors Why do most Americans retire years earlier than they planned? In this episode, Wes Moss breaks down a startling trend from recent 2026 retirement studies. While most workers plan to clock out around age 65 or 66, the data shows the average actual retirement age is 61 or 62. Wes explores the three major reasons behind this gap – and shares the exact planning strategy you need to protect your financial future. Also, Wes dives into recent market volatility. While the market managed a shockingly fast 12-day recovery, Wes issues a crucial warning: this speed is the exception, not the rule. Learn the historical reality of market corrections so you don't get lulled into a false sense of security. Plus, Mallory shares your #AskWes questions and Wes gives his take. All this and more on the May 26, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.com/ask We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices