Podcasts about advisor

Are You Richer Than You Think? and This Little-Known Strategy Can Save You a Ton in Taxes Do you feel rich? Fiduciary financial advisor Wes Moss breaks down how to calculate your “rich ratio” and reveals surprising signs you're wealthier than you realize. Plus, discover the little-known NUA rule – a potential tax-saving strategy that could save you thousands on your 401(k)! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 29, 2025 Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is brought to you by HalloCasa, the SEO-ranked digital business card for real estate agents. Looking to find the right agent, no matter where you are?Visit https://home.hallocasa.com to discover and connect with top real estate agents globally.Ashwinder is the Chairman of the CII Committee on Real Estate (North Region), Vice Chairman at BCD Group, and an Advisor to the National Association of Realtors India. With leadership roles across JLL, ANAROCK, and Bhartiya Urban, he shares insights into the residential market in India, sustainable luxury, PropTech, blockchain in real estate, and much more.He is also the author of Master Residential Real Estate and The A to Z of Residential Real Estate — essential reads for anyone in the property sector.In this episode, we discuss:Timestamps:00:01:40 – Introduction00:04:00 – Residential real estate in India today00:06:40 – Housing undersupply challenges00:10:40 – Mortgages & financial products in India00:12:40 – Defining “luxury” in Indian real estate00:18:40 – Tech scene in India & Tranzac_App00:23:40 – Blockchain, crypto & real estate00:29:20 – Tips for home buyers00:33:00 – Ruthless prioritization & leadership00:37:10 – Advice for young real estate entrepreneurs00:40:10 – Role of CII & National Association of Realtors00:45:10 – Lessons from the Mahabharata & Krishna's leadership00:49:50 – Thoughts on Osho00:55:50 – Purpose, anxiety & Western society01:01:00 – Final thoughts & contact infoThis is a must-watch for anyone interested in real estate, tech, leadership, and the future of property in India.You can reach out to Ashwinder via: https://www.linkedin.com/in/ashwinderrsingh/

John and Mike continue their conversation. In Part 1, Mike shared his journey from being an entrepreneur to becoming a strategic advisor, author, and creator of the DecideFast app. In this episode, Mike explains how the DecideFast app works, what inspired him to build it, and why he believes it can be life-changing. They also discuss authenticity, masculinity, leadership, and much more. Listen to this episode to learn more: [00:00] - DecideFast app [02:09] - Who the app is for & its functionality [04:48] - The thinking behind the app [06:10] - What's next for Mike [07:24] - Building a community around the app [08:43] - How Mike improves his significant relationships [10:30] - Healthy masculinity and why society often mislabels it as toxic [12:14] - The broken bridge analogy [14:53] - Complaining vs. action in relationships [17:57] - John's belief in the institution of marriage [22:33] - Mike's definition of success [23:47] - Traits of a great leader [24:56] - How Mike invests in his growth [25:27] - Best way to connect with Mike [27:23] - Books recommendation [27:34] - Podcasts Mike listens to most [28:20] - John's book, The F6 Secrets of Relationships [30:59] - Closing thoughts NOTABLE QUOTES: “Fix yourself first. You do whatever you can to try to save that marriage. And if, at that point, the marriage doesn't work, then it's time to move on.” “You gotta become the best version of yourself to be able to lead anybody. Because if you can't lead yourself, you can't lead anybody else.” “Be yourself. Just be authentic. Don't try to be anything you're not. When you're authentic, you attract the right person anyway.” “A lot of times, people focus on the exterior, the outside world. You've got to fix the inside world first. If you fix that, the inside world, you're going to be pretty good in life.” BOOKS MENTIONED: The Way of the Superior Man: A Spiritual Guide to Mastering the Challenges of Women, Work, and Sexual Desire by David Deida (https://a.co/d/dy5bNSu) Think and Grow Rich by Napoleon Hill (https://a.co/d/aahwGeE) The 7 Love Agreements by Dr. Douglas Weiss (https://a.co/d/5ssuwF3) PODCAST MENTIONED: The Game with Alex Hormozi (https://tinyurl.com/TheGamePodcastAH) CONTENT CREATORS MENTIONED: Brian Tracy (https://www.instagram.com/thebriantracy/) Gary Vaynerchuk (https://www.instagram.com/garyvee/) USEFUL RESOURCES: https://mikepedersen.com/ https://decidefastapp.com/ https://www.linkedin.com/in/mikepedersen/ https://www.instagram.com/michaeltpedersen/ https://www.instagram.com/decidefastapp/ https://www.facebook.com/mikepedersen https://www.facebook.com/getdecidefast https://x.com/mikepedersen https://x.com/decidefastapp Man Awakened: Rediscovering Purpose and Vitality After 50 (https://a.co/d/aAHCtao) Atomic Actions: Experience Transformative Breakthroughs and Unstoppable Momentum (https://a.co/d/gYzOol4) Dominate Your Market: NO BS Impact Strategies to Explode Your Business Revenues, Have More Energy, and Get the Life You Really Want (https://a.co/d/j3wkZcG) CONNECT WITH JOHN Website - https://iamjohnhulen.com    Instagram - https://www.instagram.com/johnhulen    Facebook - https://www.facebook.com/johnhulen    X - https://x.com/johnhulen    LinkedIn - https://www.linkedin.com/in/johnhulen    YouTube - https://www.youtube.com/channel/UCLX_NchE8lisC4NL2GciIWA    EPISODE CREDITS Intro and Outro music provided by Jeff Scheetz - https://jeffscheetz.com/ 

This week's topics include:✅ U.S.–Japan trade deal and what it means for global risk sentiment

Not all financial advisors are required to put your interests first. Here's how to spot the ones who do—and why it matters for your future. Learn more at https://www.goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.com

Enjoy Part 2 of this fascinating chat with the former Met Inspector as we chat more about the role of the Technical Advisor on The Bill, including the unique value he brought to the series, memories of his fellow Advisors Brian Hart and Malcolm Knight and some of the legends of Sun Hill who are no longer with us. Hope you find this an arresting listen! The Bill Podcast is brought to you in proud association with georgefairbrother.com shop.saturdaymorningpress.co.uk vanguardcomics.co.uk gibconsultancy.co.uk and mcr-seo.com Unlock 250 hours of exclusive "The Bill" content - including cast/crew interviews, episode commentaries, reaction videos and the weekly series "The Evidence Room", where Oliver Crocker reveals rare behind the scenes production paperwork from 1999 - including unmade storylines. Join from just £2.99 - patreon.com/thebillpodcast

“Don't forget the little movements make the big difference at the end of the day” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Amanda Bedell, who is the owner of BCC Business Consulting. She is an advisor for women biz owners, $500k+ wanting to scale with profit (not burnout).S7 Episode 34: 07/24/2025Featuring Kelly Johnson with Special Guest Amanda BedellAudio Credit Intro and Outro: Daniel ChayraFollow 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 Guest:Website: https://bccbusinessconsulting.com/ LinkedIn: https://www.linkedin.com/in/amandabedell/ Instagram: @amandabedell Facebook: https://www.facebook.com/BCCBusinessConsulting

A round-up of the main headlines in Sweden on July 24th, 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/producer: Ulla Engberg

Most people don't think about hiring a financial advisor—until something bad happens. This week, Jeremiah is joined by Alex Lundgren for an honest conversation about what it really means to have a trusted advisor in your corner, especially during one of life's most difficult events: the loss of a loved one. They break down why human advice matters when you're faced with grief, paperwork, taxes, and major financial decisions you didn't see coming. From understanding beneficiary options and managing IRAs, to coordinating with attorneys and custodians—this isn't the kind of support you'll find from a call center or robo-advisor... Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Alex Lundgren

You know how we know that Trump and his Administration don't believe that their Tariffs are legal? The Commerce Secretary's former company, “owned” by his sons, is offering to buy 100s of millions of tariff payment claims betting heavily that Trump's Tariffs, promoted by their daddy, will be ruled illegal and unconstitutional in the courts. Michael Popok ties it all together on his latest hot take. Square: Get up to $200 off Square hardware when you sign up at https://square.com/go/legalaf! #squarepod Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices

How do we get security right? The answer varies by many factors, including industry, what you're trying to protect, and what the C Suite and Board care about. Khaja Ahmed, Advisor at CISO Forum, joins Business Security Weekly to discuss how to get consensus on your security program. CISOs, executives, and the Board need to be aligned on the risks and how best to address them. And it's not technical risks, it's business risks measured by legal or financial impact. Khaja will help guide new and existing CISOs on how to: Work across the business to build consensus Identify and quantify risks in financial and legal terms Design security from the start Be effective as a security leader In the leadership and communications section, Is the C-Suite Right for You?, What Fortune 100s are getting wrong about cybersecurity hiring, Why Communication Is Exhausting in Chaotic Workplaces, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-405

Jordan Shaw's connection to U.S. Senator Thom Tillis dates back to 2009, when Shaw was communications director for the NC Republican Party and Tillis was House Minority Whip. Sixteen years later, Shaw is a founding partner at Gamechangers Strategies — where Tillis remains one of his clients—and he joins us to break down one of the biggest developments in North Carolina politics: Tillis' decision not to run for re-election in 2026. Shaw shares his perspective on the Senator's legacy, his influence on conservatism in the state, and what this means for the GOP's future in North Carolina and beyond. We also look ahead to 2026 — and what might be next for both Shaw and the broader political landscape. Plus, Skye and Brian preview the upcoming legislative action in Raleigh and keep the always-watchful #CooperWatch going. The Do Politics Better podcast is sponsored by New Frame, the NC Travel Industry Association, the NC Beer & Wine Wholesalers Association, the NC Pork Council, and the NC Healthcare Association.  

How do we get security right? The answer varies by many factors, including industry, what you're trying to protect, and what the C Suite and Board care about. Khaja Ahmed, Advisor at CISO Forum, joins Business Security Weekly to discuss how to get consensus on your security program. CISOs, executives, and the Board need to be aligned on the risks and how best to address them. And it's not technical risks, it's business risks measured by legal or financial impact. Khaja will help guide new and existing CISOs on how to: Work across the business to build consensus Identify and quantify risks in financial and legal terms Design security from the start Be effective as a security leader In the leadership and communications section, Is the C-Suite Right for You?, What Fortune 100s are getting wrong about cybersecurity hiring, Why Communication Is Exhausting in Chaotic Workplaces, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-405

Ukraine's digital transformation is a masterclass in the power of purpose-driven leadership amidst adversity, where resilience and clarity of vision have turned crisis into opportunity. More than simply the evolution of services or infrastructure, the country's experience is rooted in reimagining how a state serves its citizens under extraordinary circumstances.Facing systemic challenges, a full-scale military invasion by Russia, and economic strain, Ukraine pushed forward, proving that digital governance too can contribute to upholding the core values of protecting sovereignty and democracy.In many ways and for many reasons, this is a special episode. Valeriya Ionan, Advisor to the Vice Prime Minister for Innovation, Education, Science and Technology Development – Minister of Digital Transformation of Ukraine, and Hannes Astok, Executive Director of e-Governance Academy, dissect the remarkable trajectory that has seen Ukraine move from fragmented governance to championing digital resilience. All the while strengthening Ukraine's European aspirations, amplifying public trust, and much, much more through an era defined by uncertainty and rapid change. Tune in! 

How do we get security right? The answer varies by many factors, including industry, what you're trying to protect, and what the C Suite and Board care about. Khaja Ahmed, Advisor at CISO Forum, joins Business Security Weekly to discuss how to get consensus on your security program. CISOs, executives, and the Board need to be aligned on the risks and how best to address them. And it's not technical risks, it's business risks measured by legal or financial impact. Khaja will help guide new and existing CISOs on how to: Work across the business to build consensus Identify and quantify risks in financial and legal terms Design security from the start Be effective as a security leader In the leadership and communications section, Is the C-Suite Right for You?, What Fortune 100s are getting wrong about cybersecurity hiring, Why Communication Is Exhausting in Chaotic Workplaces, and more! Show Notes: https://securityweekly.com/bsw-405

10 Financial Myths That Are Costing You Money Are you falling for common financial myths that are holding back your wealth? Fiduciary financial advisor Wes Moss debunks 10 prevalent financial misconceptions that could be costing you big time! 10 Investing Myths That Are Costing You Money Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 22, 2025 Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore how financial advisors can reframe COI relationships by reducing that risk and building real trust over time. Dan is the owner of The Exchange, a virtual content platform and community focused on helping financial advisors master client acquisition and relationship-building. Listen in as he shares how to approach the first COI meeting to set the tone for a high-value relationship, why building credibility often takes months (or even years), and how to use client feedback to reinforce the COI's confidence in making future referrals. We also discuss creating regular touchpoints with COI partners, setting up COI mastermind groups to drive both learning and connection, and how finding partners who already serve your niche clients can lead to deeper, more consistent referral streams. For show notes and more visit: https://www.kitces.com/447

As a master Certified Fibromyalgia Coach®, author, and fibro podcaster, the questions I'm asked more than any others are: How do I get better? How do I improve my Fibromyalgia so I can get back to living the life I want to live? While those sound like simple questions, they do not have simple answers. We all have similar symptoms, what helps you feel better may not be the thing that helps me feel better. We all have to find our own magic formula for what makes us feel best. I know from personal experience just how overwhelming it can be to find that formula on your own. That's why I created a training program in 2015 that would teach people just like you how to improve their own Fibromyalgia, and how to help others do the same. In this first episode of a special series where I'll be answering a lot of questions I get about our Certified Fibromyalgia Advisor® class and about becoming a Certified Fibromyalgia Coach®, I want to start super basic. We're going over what a Certified Fibromyalgia Coach® is, how that's different from a Certified Fibromyalgia Advisor®, why you should consider the Advisor class if you're a patient who just wants to feel better, who else the Advisor class is perfect for, what the certification aspect really means, the staggering statistics on how many participants see significant improvements in their symptoms by the end of the Advisor class.       Note: This episode is not meant to be medical advice. Every person and every situation is unique. The information you learn in this episode should be shared and discussed with your own healthcare providers. Don't like waiting? Register now to have the complete 'Be A Coach' series, along with several bonus episodes, delivered straight to your favorite podcast app.  Use this link to sign up for FREE. Interested in hearing from our alumni about their journey in our courses? Register to receive our complimentary 'Fibromyalgia Stories of Hope' collection, automatically delivered to your favorite podcast app. Use this link to subscribe. To learn more about the Certified Fibromyalgia Advisor® class, visit the show notes. For daily doses of hope, inspiration, and practical advice, join Tami on Facebook or Instagram. Need a good book to read? Download Tami's books for free. Ready to take back control of your life and health? Schedule a consultation with a Certified Fibromyalgia Coach®.

Are you the biggest bottleneck in your business—and don't even realize it? You didn't build your company to babysit it. But if you're still the one making every call, solving every fire, and holding the reins so tightly no one else can lead...this episode is your wake-up call. In this second installment of the special mini-series on the seven essential transitions every successful woman must navigate when she knows it's time for something new, Kris explores what it really means to step into the advisory consultant role for the very business you created and the team you built. If you've ever felt the urge to evolve beyond the business you built, this is your roadmap—and your invitation. It's not just about delegation. It's about identity. Because learning to release control doesn't start with your team—it starts with you. Letting go of being the person who approves every decision, solves every problem, or catches every dropped ball requires more than systems—it requires a shift in who you believe yourself to be. Kris walks through why founders get stuck in a cycle of over-functioning, how perfectionism masks fear, and why holding the metaphorical bat too tightly means no one else will dare take a swing. Here's what we explore: The difference between being essential and being in the way Why your team may be relying on you more than they need to What mentorship and true leadership actually look like How to grow your business by getting out of the weeds What really happens—emotionally and practically—when you loosen your grip This episode calls you forward—not to abandon your company, but to evolve into a different kind of leader: one who guides instead of manages, who advises instead of reacts, and who trusts her team to rise. Contact Information and Recommended Resources Wanna know if your business is ready to run without you? Take the short quiz here: www.thevisionary.CEO/businessready.   Linkedin Instagram Facebook Pinterest

Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Teaser1:12 - Episode beginning3:01 - Background on Ryan5:39 - How Ryan began Infinite Banking7:57 - Why promote IBC instead of bonds?10:22 - Expanding on the tax situation for IBC19:25 - Sequence of returns risk24:54 - Survivor benefit and approaching retirement as a pilot36:31 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”

Technologist, Advisor, And Author Of Spheres Of InfluenceSpheres of influence are more than just networks—they're strategic relationships that define how you lead, grow, and succeed. In this thoughtful conversation, Brad Englert—author of Spheres of Influence and former CIO at the University of Texas at Austin—breaks down what it really takes to cultivate authentic relationships inside and outside the workplace. Drawing from his decades at Accenture and in higher education, Brad shares the three core principles every leader needs, how to manage up, down, and across, and why middle managers are the unsung heroes of every organization.Check out the full series of Career Sessions, Career Lessons podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/brad-englert.Become a PathWise member today! Join at https://pathwise.io/join-now/

Are you feeling confused about watching ERP software demonstrations? Once you decided to change software, scheduling ERP demos might have seemed like the next logical step! Without the right approach, though, seeing demonstrations can lead to more questions than answers. This can make it difficult to determine which ERP product truly fits your business's needs. On this episode of “The ERP Advisor,” Shawn Windle, EAG's Founder and Managing Principal, will dispel the confusion surrounding software demos and help project sponsors get the most out of the demonstration process.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

What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of internal succession. Covering financing options, common roadblocks, and generational dynamics, this episode offers actionable insights for founders and future owners alike. Whether you're just starting to think about succession or already deep in planning, you'll walk away with fresh strategies to build a lasting legacy.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we examine the litigation against LoanDepot regarding LO comp. Plus, Robbie sits down with Loan Risk Advisors Raymond Snytsheuvel to discuss the state of fair lending in the mortgage industry in the wake of alleged Baltimore appraisal fraud and pending loanDepot litigation. And we close by looking at what robust retail sales and falling jobless claims say about the economy.Thank you to Ocrolus. Ocrolus is transforming the mortgage industry with AI-powered data and analytics, featuring cutting-edge tools for automated indexing, income analysis, and discrepancy insights. Ocrolus is empowering underwriters to make timely, confident lending decisions. Whether you need to verify income across complex pay scenarios or review borrower documents with confidence, Ocrolus helps mortgage teams move at the speed of automation with the precision of human oversight. Learn more at ocrolus.com/mortgage.

 To wash, or not to wash? Does your money stink? The shop digs into a key mailbag question regarding wash sales and Vanguard bonds (along with IRA rollovers) before digging into the Bitcoin impact of IBIT's new all-time high, why Warren Buffet's recent announcement at Berkshire Hathaway is dropping their stock value, and why […] The post Wash Sales Aren't The Problem – Your Advisor Is | Your Money Podcast – Episode 554 appeared first on Revere Asset Management.

It can be easy to feel overwhelmed by endless meetings, emails, and responsibilities. In this episode, Juliet Funt shares practical strategies to simplify your schedule, re-energize your leadership, and create “white space” to help you cut through the chaos and empower your team.Watch video and download the leader guide: https://www.life.church/leadershippodcast/fortune-500-advisor-on-why-this-one-minute-will-change-your-workday-juliet-funt

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems into opportunities.

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm's AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driven leadership, and client-first experiences. He dives deep into why he calls Libertas a “marketing firm that happens to do financial planning,” and how that shift unlocked new levels of trust, growth, and fulfillment. You'll hear insights on automation, onboarding, daily action over distant goals, and the power of delegation. Adam also opens up about the importance of saving clients from bad advice, choosing integrity over shortcuts, and building a firm that's both scalable and deeply human. If you're a financial professional looking to grow with intention, this is your blueprint.     Episode Timestamps: 00:00 – The marketing mindset shift that changed everything 01:00 – Why Adam doubled his business and what drove it 03:00 – The COVID pivot: client retention through systems 05:00 – Building a scalable practice: no silver bullets, just structure 07:00 – Finding the right “fuel” to scale as a solo advisor 09:00 – Adam's upbringing and the drive behind his success 11:00 – "We're a marketing firm that does planning" — what that really means 14:00 – Ethics, trust, and doing what's right in financial services 16:00 – Why marketing is a responsibility, not a luxury 18:00 – The real engine behind growth: onboarding and segmentation 20:00 – Scaling with systems, minimums, and fee structures 22:00 – Delegation, automation, and protecting your time 24:00 – Stop chasing the horizon: focus on the daily activities 27:00 – Protecting clients from bad advice and bad actors 31:00 – The power of mentorship and shamelessly asking for help 33:00 – Finding your own fuel and building a firm around happiness and intention     Key Takeaways: Growth requires structure. Success doesn't come from one big idea — it's the result of repeatable systems, intentional strategy, and consistent execution. Marketing is service. If you're doing great work and not reaching the people who need you, you're falling short. Marketing is how you earn the right to help more people. Your onboarding process matters. A strong onboarding experience is foundational to building trust and increasing conversion — don't overlook it. Delegate to scale. You can't grow alone. Automation and systems protect your time so you can focus on what matters most. Vision > Vanity Metrics. Focus less on arbitrary goals and more on the daily activities that drive long-term success.     Connect with Adam Koós or Learn More About Libertas Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWM Tiktok: https://www.tiktok.com/@libertaswealthmanagement Youtube: https://www.youtube.com/@libertaswealth Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85 Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148 Email: info@libertaswealth.com Website: www.libertaswealth.com Connect with Rob Brown & The Purpose-Focused Advisor Podcast: The Purpose-Focused Advisor on Apple Website: truestfancoaching.com Mastermind Info: truestfan.com/pfamastermind YouTube Channel: @truestfancoaching LinkedIn: linkedin.com/in/truestfan

Tata Consultancy Services (TCS), a global leader in IT services, consulting, and business solutions, has collaborated with MIT Sloan Management Review (MIT SMR) to launch a new research series to explore the next phase of human and AI collaboration in large enterprises. As enterprises the world over are proactively investing in deploying AI-led solutions to transform their business operations, this multi-sectoral study deeply examines the new paradigms that will redefine the use of AI in global enterprise environments. In a series of research articles covering Manufacturing, Retail and Consumer Packaged Goods, BFSI, Life Sciences and Healthcare, Energy, Resources and Utilities, and Communications, Media and Technology sectors, the study investigates how business leaders are deploying AI augmented solutions to gain a competitive edge from better decisions. The study on the theme of Human-Centric AI spans six key sectors and finds that generative and predictive AI can initiate a transformative change that drives competitive advantage. The year-long research that was conceptualised and executed jointly by MIT SMR and TCS drew insights experts and pioneers from organisations such as Walmart, Meta, MasterCard, and Pernod Ricard. The research identifies one critical shift: AI is moving from advisor to architect. In simple terms, AI's value shifts from improving business processes to improving the quality of options to facilitate better decision-making. Companies that master this transition are pulling ahead of those still trapped in traditional decision-making frameworks. TCS' industry expertise in strategising and supporting large global organisations in their AI-led digital transformation journeys using both generative and predictive AI along with the academic rigor of MIT SMR bring forth new and fresh thinking about using AI to augment and inform Human Intelligence. The collaborative research has revealed the emergence of intelligent choice architectures (ICAs) - a new paradigm where human-centric AI systems proactively participate in structuring and shaping strategic decisions by generating novel options, predicting outcomes, and guiding choices. Michael Schrage, Research fellow at MIT Sloan's Initiative on the Digital Economy and report coauthor, said, "ICAs flip the script. They do not just learn from decisions - they learn how to improve the environment in which decisions are made. That's not analytics, that's architecture." Ashok Krish, Head, AI Practice, TCS, said, "By augmenting human judgment with machine intelligence, ICAs shift AI from task automation to building superior decision environments for complex multi-factorial situations, enabling more trackable, traceable outcomes that ensure accountability. They help align talent development strategies with organisational goals, making it easier to identify and nurture high-potential employees in the AI-era. Ultimately, ICAs foster environments where human judgement and AI work together seamlessly to create connected organisation intelligence, where smarter and more informed decisions are made." Through this new study with MIT SMR, TCS extends its long-standing commitment to understand and uncover new trends in the industry and aid partners in integrating new technologies and frameworks. Over the years, TCS has collaborated with MIT SMR on industry research about direct-to-consumer enterprises, workforce empowerment, digital inclusion, retailing, and customer experience among others. Through its partnership with MIT SMR and 50 other academic institutions, TCS curates collective intelligence that enterprises can tap into. The sector-specific study provides compelling examples of ICAs in action to optimize choices, reallocate decision rights, and boost their bottom lines. Organisations using GenAI have helped achieve higher productivity and efficiency and cut costs while unlocking newer growth opportunities. In retail, AI enables retailers to both anticipate and address ma...

Story #1: Quick Takes: Will and The Crew take you on a journey through four big stories, including a former Biden advisor's offer to "fix" the newly repaired border, the rescission battle in Congress, a wild MLB All-Star Game, and Scottie Scheffler's comments about finding fulfillment in life. Story #2: The Co-founders of Veterans Exploring Treatment Solutions (VETS), Amy & Marcus Capone, join Will to take you inside the potential benefits of the drug Ibogaine and the impacts it has had on mental health and addiction, especially for veterans. Story #3: Host of ‘Last Cowboy Standing' and PBR On Air Talent, Kate Harrison, takes you and Will behind the scenes of the new FOX Nation special and professional bull riding. Subscribe to 'Will Cain Country' on YouTube here: Watch Will Cain Country! Follow Will on X: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this conversation with Bree Groff, author of "Today Was Fun" and who has advised executives at Microsoft, Google, Target, and Hilton through periods of organizational change, shares specific observations about leadership blind spots in large corporations and offers practical frameworks for creating workplace cultures that drive both performance and employee satisfaction.   Key Insights: The Professional Conformity Trap: Large organizations often mistake formality for competence, creating environments where rigid presentation styles and corporate jargon become proxies for professionalism. This stifles the creativity and authenticity that both employees and customers actually seek. Organizations that are "unapologetically themselves" create magnetic appeal, as demonstrated by early Google's distinctive culture.   The Psychological Safety Framework: Effective leaders implement simple tools to humanize workplace interactions. The "check-in" method—where meeting participants rate their current state on a scale of one to five and briefly explain why—transforms team dynamics by creating context for behavior and establishing emotional safety that enables better performance.   The Micro-Change Strategy: Rather than pursuing wholesale transformation, leaders create meaningful cultural shifts through "micro acts of mischief" and connection. These range from rearranging office furniture to facilitate collaboration, to sending brief acknowledgment messages to colleagues. Such small actions compound to create environments where creativity and engagement flourish.   The Joy-Performance Connection: Organizations that measure employee satisfaction with the same rigor they apply to productivity metrics discover that optimizing for workplace enjoyment simultaneously addresses communication gaps, decision-making delays, and other operational inefficiencies. As Groff explains, "to optimize for joy and fun means you're automatically optimizing for all of the other things that make a business successful."   Leadership Characteristics That Drive Culture Change: The most effective leaders demonstrate two key traits: they avoid taking themselves too seriously while thinking expansively about possibilities. Groff cites Melissa Goldie, former Chief Marketing Officer of Calvin Klein, who maintained perspective with phrases like "there's no such thing as a fashion emergency" while pursuing ambitious creative projects.   This discussion provides concrete tools for leaders seeking to create environments where high performance and genuine workplace satisfaction reinforce each other, drawn from real-world applications across major corporate environments.   Get Bree's book here: https://shorturl.at/NMyys Today Was Fun: A Book About Work (Seriously)   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo  

Drew Shockley grew up on a dairy farm in Tennessee. He started working in insurance for $7.50/hour, and by his 30s had built and sold multiple companies—including an eight-figure exit in 2020. From the outside, it sounds like a dream. But the road to Drew's success was not a straight path. Along the way, he … Read More Read More

Best Time To Take Social Security and Why Target Date Funds Are Good, but Not Perfect What's the best time to take Social Security? Fiduciary financial advisor Wes Moss breaks down several scenarios to help you optimize your Social Security check. Also, target date funds have long been a popular option as a “set it and forget it” easy button for investing. Wes shares why this “TV dinner” of investing is a good – but not perfect – option. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 15, 2025 Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

5-Day Storytelling ChallengeWhether you're looking to boost sales, enhance marketing, or captivate audiences in meetings, this challenge is for you.To sign up, go HERE.SHOW NOTES:In this episode, Matt Zaun sits down with Dave Snell, founder of Snell Advisory Group, to unpack the critical (and often ignored) role of cybersecurity in business today. Dave explains why cybersecurity is not just a tech issue; it's a leadership issue. From Fortune 100 firms to small startups, he shares real stories of oversight, breaches, and deception that cost companies far more than they anticipated.In addition, they talk about:✅ Why most executives underestimate their company's cyber risk✅ The danger of using ChatGPT to “write a security policy” without a real strategy✅ How Dave's Navy cryptology background shaped his career… and much more!BIOS:Dave Snell is the founder and principal consultant of Snell Advisory Group, where he helps companies of all sizes protect their most valuable asset: information. With a 20-year background in cryptology and cybersecurity from the Navy, and experience supporting both Fortune 100 companies and startups, Dave brings a unique blend of strategic insight and operational expertise to the world of cyber defense.Matt Zaun is an award-winning speaker and storyteller who shows business leaders how to inspire action and drive results through the power of strategic storytelling. With a track record of catalyzing significant sales growth for over 300 organizations across industries—from financial services to health and wellness—Matt's approach has been proven to deliver measurable impact.

SummaryIn this conversation, Nate Leslie interviews THE Corey Hart. Yes he's been conveniently confused with the Boy in the Box many times. Corey is an experienced entrepreneur and educator, discussing the challenges and distractions faced by startups, particularly in fundraising. Corey emphasizes the importance of focusing on customer money over investor money, the role of curiosity in entrepreneurship, and the significance of understanding product market fit. They also explore the concept of unreasonable excellence in business, the value of mentorship, the impact of AI, and alternative funding models for startups. The discussion highlights the need for entrepreneurs to maintain their vision while navigating growth and scaling their businesses.Take Nate's free High-Performance Index Leader Self Assessment: ⁠www.nateleslie.ca/giftConnect with Corey: coreythehart.comKeywordsstartups, fundraising, entrepreneurship, curiosity, product market fit, mentorship, AI, hyperscale, business growth, alternative fundingTakeawaysFundraising can distract founders from their core business.Customer money is preferable to investor money.Curiosity is essential for learning and adapting in business.Understanding product market fit is crucial for success.Unreasonable excellence can enhance customer experiences.Mentorship programs like Spring GR are valuable for entrepreneurs.AI can provide insights but requires careful implementation.Hyperscale growth demands a focus on culture and team dynamics.Alternative funding models can reduce pressure on founders.Experience and wisdom are invaluable assets in entrepreneurship.Sound Bites"Why are you fundraising?""It's dangerous to delegate culture too soon.""You should charge for this, man."Chapters00:00 Introduction to Corey Hart and Startups02:58 The Distraction of Fundraising05:58 The Importance of Curiosity in Entrepreneurship08:54 Navigating Product Market Fit11:46 Unreasonable Excellence in Business15:04 Corey Hart's Mentorship and Community Involvement17:45 The Role of AI in Business20:41 Understanding Hyperscale and Growth23:29 Alternative Funding Models for Startups26:37 The Value of Experience in Entrepreneurship

I love referring to the HBO show Succession, it's one of the greatest dramas, I would go as far as to compare it with my all-time favourite, “The Sopranos”.And… it truly is a masterclass in how NOT to handle estate planning. Family feuds, intense legal battles, and being reckless with your assets are great for drama, but you don't want any of that in real life.Estate planning is an(other) area where the advice model is broken; it's a wealth management issue that lawyers typically handle. So, it doesn't receive the holistic approach to wealth, tax, and family-specific considerations it deserves.I spoke with Gene Farrell, the CEO and President of Vanilla, a company that has raised $84 million to build the technology that changes that.This episode is from a new Wealthtech series.LINKSVanilla website: https://www.justvanilla.com/Related Wealthtech episode: Wealth Engineered - Quantifeed

Support the show and get 50% off MCT oil with free shipping—just leave us a review on iTunes and let us know!https://podcasts.apple.com/us/podcast/live-beyond-the-norms/id1714886566 I never imagined I'd be talking to someone who's advised the FDA, challenged medical orthodoxy, and lived through one of the most devastating pharmaceutical disasters in history, but Suzanne Robotti is that person.She's not just an FDA advisor. She's also the founder of MedShadow Foundation, a nonprofit that helps people understand the real risks of medications without the spin of pharmaceutical companies. And it's personal for her.Suzanne was born into this fight. A drug called DES, prescribed to her mother during pregnancy, led to her own infertility. That experience set her on a decades-long mission to stop another DES from ever happening again. She got trained, joined FDA drug safety committees, and built a trusted platform to empower millions of patients to make informed choices.In this episode, we talk about how few people participate in drug trials before the meds hit the market, what “post-approval” means, and how patients unknowingly become participants in phase 4 drug experiments. We also dig into the real story behind ADHD diagnoses, Ritalin overuse, and what happened when Suzanne was told to medicate her teenage nephew or risk getting him kicked out of school.This is a deeply honest conversation about what it means to become your own health advocate.“ The real effects of medicines are often kept in the shadows.” ~ Suzanne RobottiAbout Suzanne Robotti:Suzanne Robotti is a nationally recognized drug safety advocate, consumer representative to the FDA, and the founder of MedShadow Foundation — a nonprofit media organization dedicated to informing the public about the risks and side effects of medications. Her journey began after discovering that she was infertile because of prenatal DES exposure. Today, Suzanne speaks widely on the importance of transparency in medicine, shared decision-making, and empowering patients to ask better questions.Connect with Suzanne Robotti:- Website: https://medshadow.org - FDA Advocacy: https://desaction.org - Instagram: https://www.instagram.com/medshadowfoundation/ - TikTok: https://www.tiktok.com/@medshadow_foundation - Facebook: https://www.facebook.com/medshadow.foundation - YouTube: https://www.youtube.com/MedShadowFoundation Connect with Chris Burres:- Website: https://www.myvitalc.com/ - Website: http://www.livebeyondthenorms.com/ - Instagram: https://www.instagram.com/chrisburres/ - TikTok: https://www.tiktok.com/@myvitalc - LinkedIn: https://www.linkedin.com/in/chrisburres/ 

Sanyin Siang is Derek's amazing featured guest this week! Sanyin shares highlights from her journey, and how to accept positive affirmations and constructive criticism as data points in your life, importance of being generous, and how to be vulnerable.Sanyin helps leaders launch and create value by focusing on mindset, behavioral change, and team and culture building. Sanyin is a CEO Coach, Advisor, Author,the Executive Director of Duke University's Fuqua/Coach K Center on Leadership & Ethics (COLE) and a Professor with its Pratt School of Engineering.The COLE center is a leadership laboratory that engages all of Duke's Daytime MBA students and convenes high-level think tank gatherings to explore today's complex leadership opportunities and challenges.Sanyin coaches C-suite executives and is in the original cohort of Marshall Goldsmith's 100 Coaches. She is an advisor for GV (former Google Ventures), Duke Corporate Education, and the Sports Innovation Lab. Her thought leadership has appeared in Forbes, Fortune, The Wall Street Journal, and CNN. She has more than 1 million LinkedIn followers. She is a LinkedIn Top 10 Influencer and a Thinkers50 On the Radar.Sanyin's board service has included those of The Emily K Center, The Museum of Life & Science, Duke Children's Hospital & Health Center. She is a Sr. Advisor with Dan Ariely's Center for Advanced Hindsight and a faculty with StoryLab at Duke. She has spoken to audiences from the White House to Global Sports Management and Owners Summits.Prior to Duke, Sanyin worked at the American Association for the Advancement of Science (AAAS), the world's largest federation of scientific and engineering societies, and publisher of Science. Her initiatives explored the ethical, social, and legal implications of technological advances before they became reality.Her book The Launch Book: Motivational Stories for Launching Your Idea, Business, or Next Career, uses behavioral science principles to help readers build the mindset for addressing major change.Sanyin received a BSE in Biomedical Engineering and an MBA from Duke University.Order "The Launch Book": https://www.amazon.com/gp/product/B074JC5L9V/ref=dbs_a_def_rwt_bibl_vppi_i0

“For God is not a God of disorder but of peace—as in all the congregations of the Lord's people.” - 1 Corinthians 14:33We're continuing our series on temperaments—how our God-given wiring shapes the way we communicate, relate to others, and make financial decisions. Kathleen Edelman is back with us, joined by Andrew Stanley, as we take a closer look at the Blue temperament and its influence on our approach to money.Kathleen Edelman is the author of I Said This, You Heard That: How Your Wiring Colors Your Communication. She is certified in Biblical Studies and Christian Counseling Psychology and has spent over 30 years coaching clients in the art of effective communication.Andrew Stanley is a nationally touring stand-up comedian who's been performing across the country since 2016. You can learn more at AndrewStanleyComedy.com. In this episode, he also joins us as our representative for the Blue Temperament.The Four Temperaments in a NutshellBefore diving into blue specifically, Kathleen offers a quick primer on all four temperaments:Yellow (Sanguine) – Extroverted and people-oriented, they speak the language of fun and relationships.Red (Choleric) – Task-oriented extroverts who value power and control.Blue (Melancholic) – Introverted and task-focused, they speak the language of perfection and order.Green (Phlegmatic) – Introverted but people-oriented, seeking peace and harmony.Each temperament influences not just relationships, but also how people handle money, make decisions, and respond under pressure.Blues and the Search for SafetyFor those with a blue temperament, safety isn't just a preference—it's a core emotional need. Blues thrive in environments where things are predictable, orderly, and well-organized. They naturally seek clarity, structure, and control to feel secure. When it comes to money, this often means creating detailed budgets, developing long-term plans, and being cautious when making financial decisions without having all the necessary information. Blues may prefer to save rather than spend, not because they're stingy, but because a growing bank account feels like a safety net against life's uncertainties. They can struggle with risk and may delay action if they feel unsure, even if the opportunity is wise or time-sensitive.In relationships, this drive for safety shows up in how blues communicate and connect with others. They crave understanding and support but may not always express those needs clearly. Because they process deeply and thoroughly, they often require space and time before responding, especially in moments of conflict or when making big decisions. If rushed or misunderstood, they may withdraw, using silence as a way to regain control or avoid making a mistake. However, when their need for emotional safety is honored through patience, empathy, and clear communication, they can be deeply loyal, thoughtful, and intentional partners. Understanding this temperament helps others engage them with compassion and build stronger, more harmonious relationships.Advice for and About BluesIf you have a blue temperament, give yourself permission to take the time you need to process decisions, especially those involving finances. Your thoughtful, analytical nature is a gift, but it can also lead to overthinking or decision paralysis. Don't let the desire for perfection keep you from making progress. Instead, set realistic deadlines, seek wise counsel, and remember that not every choice has to be airtight before it's made. Lean into your strengths—planning, order, and foresight—while also allowing space for joy, spontaneity, and relational connection. A budget isn't just a safety tool; it can also be a pathway to shared experiences and generous living.For those in a relationship with a blue—whether in marriage, friendship, or at work—understand that their quiet moments are rarely a sign of apathy. Blues often feel deeply but express slowly. They value being understood and respected, especially when making important decisions. Don't rush them. Instead, provide information clearly and give them time to reflect. Be patient if they seem hesitant or cautious. Underneath that careful exterior is someone who longs for peace, harmony, and purpose. When you honor their need for safety and support, you'll discover a loyal, wise, and dependable partner who brings depth and stability to any relationship.On Today's Program, Rob Answers Listener Questions:My wife and I are carrying about $8,500 in credit card debt, plus a car loan. I've been considering opening a new credit card with an introductory 0% interest rate to help us pay it down more quickly. My wife's grandmother also mentioned a credit card relief program, but I'm worried it might hurt our credit. What's the best way for us to tackle this debt?Thank you for the financial advice you share on the program. It's helped me organize my finances, set up separate accounts, and start investing early. I'm grateful for the practical wisdom you offer!I'm on SSDI and have limited resources, but I'm wondering if it's still worthwhile to start investing. My daughter helps manage my finances, and I could probably set aside about $100 a month. Is starting small like that a good idea?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)I Said This, You Heard That: How Your Wiring Colors Your Communication by Kathleen EdelmanAndrewStanleyComedy.comChristian Credit CounselorsThe Sound Mind Investing Handbook: A Step-by-Step Guide to Managing Your Money From a Biblical Perspective by Austin Pryor with Mark BillerWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Lauren Pearl is a Business Strategist and CFO Advisor who helps startup teams build data-driven businesses. The 3x founder with over 13 years of startup leadership experience now serves as CFO, advisor, and instructor for over 300 growing companies. She also runs the podcast “Growth Minded CFO” and offers a free course on financial modeling. In this episode: Financial models at startups Sniffing out BS at startups Storytelling as a pitchdeck  Getting startups to engage with finance  Free financial modeling course  Being a punk band roadie  Functionality of Excel  Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/ Daily CFO newsletter: https://www.laurenpearlconsulting.com/newsletter

On this special episode of Animal Spirits at the Morningstar Investment Conference in Chicago, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss best practices on starting a career in the modern world of finance, their own backgrounds on how they arrived at Ritholtz, how to navigate the current state of the industry, the importance of developing your niche, what jobs will (and won't) survive AI, and more! Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

That inner voice can be ruthless—always second-guessing, always holding you back just when you're ready to take a leap. It's easy to blame circumstances or timing, but often, the real resistance comes from within. Self-doubt creeps in quietly and settles deep, turning hesitation into habit. Until you recognize that pattern, it's hard to move forward with any real confidence. Jamie Mallek is a California-based entrepreneur and author who co-runs a plumbing business with her husband. She wrote Ignite Your Inner Drive, a book about mindset, resilience, and pushing past fear. Today, Jamie opens up about her battles with self-doubt and rejection, sharing how she learned to reframe negative thoughts and take action anyway. Her message: growth happens in discomfort, and progress is built on small, consistent wins. She encourages others to challenge their limits and trust the process. Stay tuned! Resources: Looking for the best plumbing company? Welcome to Precision Plumbing and Contracting! Follow Jamie Mallek on Facebook Connect with Jamie Mallek on LinkedIn

Jack Kungel is a legend in the Canadian medical marijuana community and he has chosen to help others in need his life's mission. Jack is the subject of the documentary, "Jack's Garage" by Kim Saltarski and Amazing Ain't It! productions, which tells the story of Jack's cancer diagnoses and how marijuana, a part of creation, helped deliver him into restored health. People Suffer For Lack Of KnowledgeLove One Another

Don is joined by Mike DeJoseph from Vanguard to unpack the meaning and real-world impact of Advisor's Alpha—Vanguard's research showing how good financial advisors can add up to 3% annually in net value to client portfolios. They break down the origins of the concept (internally coined back in 2001), clarify what alpha actually means, and dig into where that added value comes from: behavioral coaching, tax-efficient strategies, lower costs, smarter withdrawal planning, and disciplined asset allocation. Mike emphasizes that unlike investment alpha, which is a zero-sum game, advisor alpha is a positive-sum benefit rooted in planning and emotional guidance. They challenge misleading marketing from high-fee brokers, expose the damage of poor advisor behavior, and highlight what separates a “good” advisor from a truly great one—namely, those who align clients' values with their money. The conversation ends with a forward look at AI's role in advice: not replacing advisors, but augmenting their ability to listen, guide, and support clients like financial therapists.  0:04 Don introduces rare guest: Mike DeJoseph of Vanguard 0:35 The origin of Vanguard's Advisor's Alpha paper 1:27 What is alpha? And what makes it positive for advisors 2:49 Advisor value beyond investment products 3:36 Explaining alpha in terms of benchmarks and behavior 5:05 Why investment alpha is rare, but advisor alpha isn't 6:25 Positive-sum vs. zero-sum advice outcomes 7:37 Misunderstanding the 3% alpha number 9:48 Behavior, taxes, and cost drag reduce investor returns 11:06 How advisors improve tax allocation and drawdown 11:55 3% does not include asset allocation or manager selection 12:06 Why active manager outperformance remains elusive 13:17 Vanguard's history with active management and costs 14:45 Active equity vs. active bond management 16:14 What makes an advisor “great,” not just good 17:39 Helping clients align money with values 18:27 Behavioral coaching during market downturns 21:07 Holistic financial advice vs. performance promises 21:47 Why 100% fiduciary advisors are rare—and how to spot one 22:45 Advisor compensation models: from commission to fees 24:06 Shocking stat: commissions down from 80% to 10% since 2010 25:16 How smart investors forced the industry to change 26:44 What a 3% fee does to advisor alpha 28:34 Overcharging kills word-of-mouth trust 29:43 What bad advisor behavior looks like 31:45 Vanguard's approach to advisor education and ethics 33:41 Where the industry goes next: better advice, better business 34:19 AI's role in improving advice, not replacing it 36:36 Tech that enhances human connection and insight 37:22 The future: more therapist, less product-seller 37:55 Final advice: if they talk about returns, walk away 38:44 Mike reflects on working with great advisors—and Vanguard's mission Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your investments could do more than grow your wealth? What if they could also fight injustice, uplift your neighbor, and even bring joy to the world? Joy probably isn't the first word that comes to mind when you think about investing, but maybe it should be. Robin John joins us today to share how investing can be more than financial—it can be deeply spiritual.Robin John is the CEO at Eventide Asset Management, LLC. Views expressed in this podcast are intended for information purposes and do not constitute investment advice. Eventide does not provide tax, accounting, or legal advice. Eventide's values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.A Life-Changing Encounter in IndiaRobin was just 23 years old when his employer sent him to Pune, India, to support an outsourcing initiative. Although born in India, he had moved to the U.S. at the age of eight and was returning for the first time as a young professional.While staying in a guesthouse, he noticed two young men—Amal and Kamal—who took care of him daily, preparing meals and ironing his clothes. One evening, Robin asked where they slept and was shocked to learn they were sleeping on the hard floor of a hot, cramped pantry.“I had a beautiful air-conditioned room with extra space,” Robin recalled. “But they had no bed, no pillow, no blanket. And I looked just like them.”When he raised his concerns, he was told the guesthouse workers were not his company's responsibility. That response, though typical in business, left Robin deeply unsettled. It pushed him into prayer, fasting, and a season of searching. He began to ask: “Is business just about profit? Or could it be something more?”From Disillusionment to a Renewed MindThrough time in Romans 12—“Do not conform to the pattern of this world, but be transformed by the renewing of your mind”—Robin experienced a major shift in perspective. He began to see that work, business, and investing could all be expressions of love for neighbor and tools for redemptive impact.That shift eventually led him, alongside his friend Dr. Finny Kuruvilla, to launch Eventide Asset Management—an investment firm with a bold mission: to invest in companies that make the world rejoice.What Makes a Company Worth Investing In?Eventide's approach centers on one key question: Is this company doing good?They look for companies whose products are truly good and whose practices serve others well—employees, customers, supply chains, communities, even the environment. Investing is a form of ownership, and when we invest, we are rooting for that company's success.But Eventide doesn't just embrace the good—it also avoids the harmful. In the book, Robin likens harmful companies to dragons that lurk outside the village in ancient stories, threatening human flourishing.Companies profiting from gambling, addiction, or exploitation—like sports betting platforms—may look appealing on a spreadsheet, but Robin challenges us to consider their deeper impact. As Christian investors, we must ask: What are we promoting in the world? Are we fighting the dragons, or feeding them?Cultivating Goodness, Like a GardenFrom the very beginning in Genesis 1, we see that we are called to cultivate, to build, to bring about flourishing. Business and investing can be part of that calling.From companies developing cancer treatments to those honoring their truck drivers by ensuring they can sleep at home with their families, these are the stories of modern cultivation, and they're the kinds of businesses Eventide champions.A Framework for Faith-Driven InvestingEventide's “Business 360” framework reflects biblical values and centers on love for neighbor. It seeks to:Avoid companies that cause harm.Embrace companies that promote human flourishing.Engage with companies to encourage positive change.Investors can explore two free tools at GoodInvestor.com:Portfolio Screening Tool – See how your current investments align with biblical values.Advisor Connection Tool – Get connected with a financial advisor who practices faith-aligned investing.Your Investments Can Honor GodRobin's hope for every reader of his new book, The Good Investor, is that they will walk away inspired, believing their investments can change the world and honor God in the process.You can purchase The Good Investor wherever books are sold. And if you're ready to explore how your wealth can serve the Lord and bless others, visit GoodInvestor.com to begin your journey.On Today's Program, Rob Answers Listener Questions:You've mentioned a specific company when talking about reverse mortgages on past shows. I recall you saying that it's the one you usually recommend. Can you remind me of the name?My wife and I are both chiropractors, but she's feeling called to stay home with our kids. We're still working through student loan debt and also hoping to buy a home here in Florida. I'm feeling torn about how to make the budget work.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)GoodInvestor.comThe Good Investor: How Your Work Can Confront Injustice, Love Your Neighbor, and Bring Healing to the World by Robin C. JohnEventide Asset ManagementMovement MortgageWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

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

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

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