Podcasts about advisors

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

Kevin Chin, CEO of VivoPower, and Adam Traidman, Chairman of the Board of Advisors for VivoPower, joined me to discuss VivoPower's XRP Treasury Strategy.Topics: - VivoPower(VVPR) Overview - Why XRP was chosen as a Treasury Asset - Building a DeFi ecosystem with XRP and Flare - Using BitGo for custody - Future of Crypto Treasury Strategy - Risks with market downsides - Holding and using the RLUSD stablecoin Show Sponsor -

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group

As Managing Broker at VR Business Brokers of the Twin Cities and a Certified Business Appraiser, Young Bebus brings a rare mix of financial expertise, strategic insight, and deep empathy to her work with founders. After immigrating from South Korea and reinventing her career more than once, she now helps business owners make confident, well-informed decisions during one of the most pivotal chapters of their lives.Selling a business isn't just a financial decision - it's an emotional one. Many owners hesitate to engage an M&A advisor out of fear: fear of losing control, fear of hidden agendas, or fear of being misunderstood. In this episode, Young addresses those concerns head-on and explains how thoughtful, trust-based advisory can ease the emotional burden and maximize outcomes.The conversation explores real-world examples, including a complex deal that nearly unraveled - and what saved it. Listeners will also learn the one action every business owner should take now to protect value and lay the groundwork for a future sale, even if that sale is still years away.Don't miss Young's upcoming event: the Sell Well Summit on September 24, 2025, at the Graham Center of the Better Business Bureau. This all-day event is designed for business owners who want to build a transition plan, understand valuation, and position themselves for a profitable, tax-smart sale!To learn more or book a consultation, visit www.VRTwinCities.com, email youngb@vrtwincities.com, or connect with Young on LinkedIn: linkedin.com/in/vrtwincitiesConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

Lewis Louis, CEO of the Saint Lucia Tourism Authority, talks with Alan Fine of Insider Travel Report about why Saint Lucia is gaining traction with travel advisors. He outlines new development incentives, regenerative tourism initiatives, and how the island is channeling qualified travel leads directly to advisors through its Saint Lucia Expert program. For more information, visit www.stlucia.org. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

“Not all financial advice is created equal — and for federal employees, the wrong advice can cost you thousands.”You don't need to work longer, you just need a better plan.Schedule a consultation with this link to tailor a plan that suits your unique financial goals:

Reputation used to take years to build and minutes to lose—now it's seconds. One bad review, one viral complaint, and suddenly the story being told about your business is out of your hands. It's not just about what you do anymore, it's how it's perceived and shared. When trust breaks, even loyal customers start to second-guess you, and rebuilding that trust isn't a quick fix. Elie Jacobs is a founding partner at Purposeful Advisors, where he helps companies handle high-stakes communication challenges. With deep experience in public affairs and reputation strategy, he guides businesses through risk management, crisis response, and stakeholder engagement. Today, he breaks down the difference between risks, issues, and full-blown crises—and why most companies confuse them. He stresses the value of scenario planning and having a clear, realistic message before problems hit. According to Elie, smart businesses don't wait—they prepare. Stay tuned! Resources: Purposeful Communications Follow Elie Jacobs on Facebook Connect with Elie Jacobs on LinkedIn

Chandler Nichols, Advisors Asset Management VP of ETF Development, joins Bilal Little, Director of Exchange Traded Products at the NYSE.

Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also the co-author of the recently released book “Making Money Work: How to Rewrite the Rules of our Financial System”During our conversation we spoke about Steve's outlook for the economy, how uncertainty is created during this system shift, change in banking policy, how the FED are too hawkish, potential for a recession and more. I hope you enjoy!0:00 - Introduction2:48 - Outlook on the economy6:22 - Drivers of money supply7:40 - Higher interest rates11:04 - Changing bank policy?13:15 - Uncertainty in markets?16:49 - Recession?17:50 - Trump economic revolution?21:52 - FED too hawkish?25:12 - One message to takeaway?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world's third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

In this episode of Grow a Small Business, host Troy Trewin interviews Julia Linehan, founder of The Digital Voice, a UK-based PR and marketing agency specializing in ad tech and martech. Julia shares her journey from a solo consultant to leading a remote team of 36, including 28 full-time equivalents. Over the past six years, she has grown the agency's revenue sixfold and doubled profits, driven by her people-first approach. Julia discusses the challenges of letting go, the power of consistent company culture, and the value of tools like Trello and Slack. She also highlights the importance of work-life balance and strong client relationships in building a sustainable, scalable business. Other Resources: When should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Julia Linehan, the hardest thing in growing a small business is managing stress. She explains that without effectively handling stress, it can quickly become overwhelming and negatively impact both the individual and the business. She also highlights cash flow management as a significant challenge, noting the delicate balance required between growth, maintaining profitability, and ensuring financial stability. What's your favorite business book that has helped you the most? Julia Linehan's favorite business books that have helped her the most are "Big Impact Without Burnout" by Bianca Best and "Radical Candor" by Kim Scott. She also recommends "The One Minute Manager" and "Monkey Management" for their practical insights on leadership and team communication. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Julia Linehan recommends several valuable podcasts and online learning resources for small business growth, including her agency's own shows Off Record On Point and Legends of Adtech. She also highlights podcasts by Tamara Littleton and Paul Gubbins with Wayne Blodwell for insights into the ad tech and marketing industries. For ongoing learning, she suggests platforms like Skillshare and Coursera and encourages dedicating regular time, such as a weekly “Boost Your Power Hour,” to continuous professional development. What tool or resource would you recommend to grow a small business? Julia Linehan recommends using the right tools to support remote collaboration and project management when growing a small business. Her top picks are Trello, for organizing tasks and workflows with transparency, and Slack, for maintaining strong team communication and connection. She emphasizes that investing in effective software tailored to your business needs is essential for sustainable growth. What advice would you give yourself on day one of starting out in business? Julia Linehan's advice to herself on day one of starting out in business would be to be present, enjoy the journey, and smile through it. She believes that the more you enjoy what you're doing, the more others around you will too, creating a positive ripple effect in both team culture and client relationships. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: People over profits—invest in your team, and the returns will follow – Julia Linehan Let go, trust your team, and watch them fly – Julia Linehan You don't need to chase every opportunity – protect your culture first – Julia Linehan      

In this episode of the Tech M&A Podcast, Ryen Leva, CEO of Infinity Software, shares his journey of growing and selling his family business. He discusses the importance of building scalable processes, the family dynamics involved in the decision to sell, and the critical aspects of pitching and due diligence during the acquisition process. Ryen also emphasizes the significance of effective communication with team members and aligning offers with personal and family goals. Finally, he reflects on life after the sale and the newfound freedom it brings.   Takeaways Build your company in a way that is forward-looking. Family dynamics play a crucial role in the decision to sell. Having a solid pitch is essential for attracting buyers. Due diligence is critical to prove the business's value. Effective communication with the team is vital during the sale process. Aligning offers with personal and family goals is important. Choosing the right advisors can make a significant difference. The sale can provide new opportunities and choices. Money doesn't guarantee happiness but offers freedom. It's essential to set clear goals before entering negotiations.     Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Ryen Leva's Journey with Infinity Software 01:08 Advice for Entrepreneurs Considering an Exit 01:51 The Decision to Sell: Family Dynamics 03:03 The Importance of Pitching and Due Diligence 04:59 Communicating with Team and Stakeholders 06:29 Aligning Offers with Personal and Family Goals 07:35 Choosing the Right Advisors for the Sale 07:56 Life After the Sale: New Opportunities

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

Fiona Ashton, event manager for the International Golf Travel Market (IGTM), talks with James Shillinglaw of Insider Travel Report about how this niche, B2B event connects top golf tour operators with resorts, courses and tourism boards from 45 countries. Ashton explains how hosted buyers are vetted and supported—with hotel and flight subsidies—and outlines the 2024 show format, which includes a golf tournament, one-to-one meetings, speed networking and a gala dinner, all taking place Oct. 20–23 at the Palais des Festivals in Cannes, France. For more information, visit www.igtmarket.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Episode 349. I dive into the exposed corruption of Senator Mike Lee, who's earmarking the sale of public lands to his political cronies (and likely China) while sending his chief political advisor to personally insult several Veterans who've chimed in on the topic. Not a good look and we have the longest of memories. 

Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he unpacks Chapter 3 of his upcoming book, How the Rich Get Richer—a deep dive into the partnerships that fuel long-term wealth and stability.In this episode, you'll learn how the wealthy surround themselves with the right people:✅ Partners who promote discipline and long-term thinking✅ Emotional and financial allies who provide support during tough times✅ Advisors, CPAs, and attorneys who help turn strategy into results✅ A network built on trust, alignment, and shared goalsBecause building wealth isn't a solo act—it's a team effort.

TODAY ON THE ROBERT SCOTT BELL SHOW: Jonathan Emord, Offit Urges Lawsuits, New ACIP Advisors Convene, Sanders Targets RFK's Firings, Judge Reinstates Woke NIH Grants, Social Security Tapped, We're Always Sick, Mistrust in Science, FDA's Drug Testing Loophole, GLP-1 Fibromyalgia Link, Granatum and MORE! https://robertscottbell.com/fda-advisor-urges-lawsuits-new-acip-advisors-convene-sanders-targets-acip-firings-judge-reinstates-nih-grants-social-security-tapped-in-2034-were-always-sick-why-trust-in-science-fades-fda/https://boxcast.tv/view/jonathan-emord-offit-urges-lawsuits-new-acip-advisors-sanders-targets-rfk-mistrust-in-science---the-rsb-show-6-19-25-g8oum2cr3ap2xakm9njj Please read this disclaimer carefully before you (“you”, “your”) use our [Your Website URL] website (“website”, “service”) operated by the [Your Business Name] (“operator”, “us”, “we”, “our”). Purpose and Character The use of copyrighted material on the website is for non-commercial, educational purposes, and is intended to provide benefit to the public through information, critique, teaching, scholarship, or research. Nature of Copyrighted Material Weensure that the copyrighted material used is for supplementary and illustrative purposes and that it contributes significantly to the user's understanding of the content in a non-detrimental way to the commercial value of the original content. Amount and Substantiality Our website uses only the necessary amount of copyrighted material to achieve the intended purpose and does not substitute for the original market of the copyrighted works. Effect on Market Value The use of copyrighted material on our website does not in any way diminish or affect the market value of the original work. We believe that our use constitutes a 'fair use' of any such copyrighted material as provided for in section 107 of the U.S. Copyright Law. If you believe that any content on the website violates your copyright, please contact us providing the necessary information, and we will take appropriate action to address your concern.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There's a quick survey to fill out https://app.precisefp.com/w/r37knl that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com and book your call today!Show Notes:Chart from Ryan Detrick on 6/9/2025Post on X from Subu Trade on 6.6.25 - https://x.com/SubuTrade/status/1931079652103340268 Barron's magazine cover for JuneMarkets return difference between during the trading day vs. overnight…Update on the US Dollar…One final stat from Bespoke…

Send us a textWhat if you suddenly had to manage all your finances alone? Would you be ready?In this episode of Women and Money: The Shit We Don't Talk About, we talk with Samantha Hart, Director of Marketing Content Strategy at North American Company for Life and Health Insurance. Originally from Cape Town, South Africa, Sam spent 20 years in media and publishing before joining North American, where she leads a team focused on spreading awareness about annuities and financial opportunities.Sam brings a fresh, passionate perspective on the realities women face with money—especially around retirement and the looming Great Wealth Transfer. She opens up about her family's journey through divorce and how witnessing her mother's sudden financial vulnerability sparked her commitment to financial literacy. We cover why women need to be proactive, the gaps in retirement confidence, and the power of good guidance.This episode explores how the upcoming wealth transfer isn't just about inheritance—it's about women taking control of trillions in assets by 2030. Whether you're married, single, or somewhere in between, Sam's story will inspire you to face your finances head-on—because knowledge is power, and preparation is peace of mind.Episode Highlights:00:00 The Financial Industry's Disservice to Women 03:03 Introducing Sam and Her Work 08:00 Sam's Personal Financial Journey 16:24 The Great Wealth Transfer 20:12 The Emotional Side of Financial Planning 20:37 Women and Retirement: Key Findings 22:45 Challenges Women Face in Retirement 28:04 The Importance of Advisors 32:14 Taking Control of Your Future 36:49 Debunking Financial Myths 39:23 Defining Financial FreedomReady to plan for what's ahead? Join us June 26 for Money Talks, where we'll dig deeper into why retirement planning is urgent for women—and how to create a future that's truly yours. Click here to register for FREE—and bring your questions!Got a unique financial story? Whether you've crushed debt, built wealth, or had a money moment that changed your life, we want to hear it. Are you a professional helping women with money? Your experience could inspire others. Share your story here.Follow & Connect with Samantha: Website | LinkedInConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

John Cole Scott, President of Closed-End Fund Advisors — the Chairman of the Active Investment Company Alliance — answers listener questions about whether premiums and returns of capital are as bad for investors as they are often cracked up to be, on whether interval funds are worth the illiquidity risk and if the reasons why individuals buy closed-end funds means they are better used as short-term investment tools. Plus, our host asks a question that came up for him as he watched the AICA chairman on the stage at the group's recent Business Development Company Forum in New York.

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Stephanie McDonald, trade training and development manager for Celestyal Cruises, talks with Jennifer Lutz of Insider Travel Report about the line's destination-focused approach, with longer port times, fewer sea days and access to lesser-known stops in Greece, Italy, Croatia and Montenegro. McDonald explains how Celestyal supports advisors with training modules, webinars, customized excursion planning and a growing North American sales team. For more information, visit www.celestyal.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

As a financial advisor, you're taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don't actually want?In this episode, I'm talking with Derek Coburn—longtime advisor and author of Let's Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.Great advising isn't about getting clients to the end, it's about making the in-between years count.3 of the biggest insights from Derek Coburn …#1.) Why “Un-Retirement” Is on the RiseRoughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it's time for advisors to stop assuming retirement is the goal and start asking if it's even the right fit.#2.) The Time Machine Effect: Would You Pay to Go Back in Time?Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It's a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn't just a financial strategy, it's a chance to give them more life in their years right now.#3.) How to Attract Clients You Actually Want to Work WithIf you're taking on clients just to hit a number, it's only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.SHOW NOTEShttps://bradleyjohnson.com/121FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a copy of Derek's book, "Let's Retire Retirement" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "121" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP06254535327See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Colin James, CEO of the Antigua and Barbuda Tourism Authority, talks with Alan Fine of Insider Travel Report about record-breaking visitor numbers, extended season strategies like Culinary Month, and sustainable tourism practices. He outlines new investments including Nobu, Nikki Beach and Moon Gate resorts, plus cruise homeporting and seamless airport arrival technology. James also previews the country's festival calendar and the Black Pineapple Awards for top-selling travel advisors. For more information, visit www.visitantiguabarbuda.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Managing Retirement Accounts - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

What does it really take to build a high-performing team in the travel industry? Sarah Fazendin, founder of Videre Travel, spills it all. From solo advisor to visionary team leader, she shares the exact strategies that helped her scale with intention without sacrificing quality or cohesion. In this episode, you'll learn how Sarah sets clear expectations, builds a strong company culture, and hires for more than just experience. She breaks down her onboarding process, her approach to outsourcing backend tasks, and how she keeps her team focused on what they do best: creating unforgettable travel experiences. You'll also hear how she transitioned her advisors under one brand, fosters camaraderie, and screens for the right fit as she continues to grow. It's an honest, behind-the-scenes look at building a team that's aligned, empowered, and built to last! Connect with Sarah Fazendin: Sarah founded Videre Travel in 2015 with a bold vision: to transform travel into a collection of life's most extraordinary moments. Today, she leads a powerhouse team of luxury travel specialists and a global network of elite partners, all dedicated to crafting seamless, one-of-a-kind journeys for discerning travelers. Before launching Videre Travel, Sarah spent nearly two decades at the forefront of luxury travel—curating high-end African safaris, collaborating with the continent's top camps and lodges, and pioneering groundbreaking wildlife experiences that redefined the meaning of luxury adventure. Her expertise has earned her regular features in leading international media, including NPR's Marketplace and Bloomberg. Since 2020, she has been recognized annually as a Top Travel Specialist by Condé Nast Traveler, a testament to her influence in the world of luxury travel. videretravel.com Today we will cover: (02:15) Sarah's journey from solo advisor to team leader (06:50) Hiring during the pandemic: why experience mattered (10:40) What Sarah looks for when hiring new team members (16:00) Hiring independent contractors vs. W2 employees (24:05) Identifying red flags in interviews (29:25) How Sarah fosters a strong, unified company culture (34:05) Outsourcing backend tasks; onboarding processes (47:45) Shifting your focus from clients to your team → PLUG-AND-PLAY JOB DESCRIPTIONS Grab these job descriptions, tweak them to fit your business, and start building a team that lets you step into your actual CEO role! JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Could physician advisors become dinosaurs in healthcare, bound for extinction?The role of the physician advisor has developed into an absolute necessity in hospitals of all sizes around the country. As the healthcare landscape rapidly evolves, physician advisors have served as critical players, bridging the gap between confusion and clarity within clinical and administrative functions.Yet, the question remains unanswered: why are only a fraction of physician advisors employed as full-time employees?During the next live edition of Talk Ten Tuesdays, Juliet B. Ugarte Hopkins, MD, Medical Director of Phoenix Medical Management, Inc., will report on the pitfalls of inadvertently diluting the physician advisor's focus and level of expertise.The popular Internet broadcast will feature the additional following instantly recognizable panelists, who will report more news during their segments:• CDI Report: Cheryl Ericson, Director of clinical documentation integrity (CDI) for the vaunted Brundage Group, will have the latest CDI updates;• The Coding Report: Christine Geiger, Assistant Vice President of Acute and Post-Acute Coding Services for First Class Solutions, will report on the latest coding news;• Field Report: Dennis Jones, a veteran Monitor Mondays and Talk Ten Tuesdays contributing editor, will report on the latest developments regarding the revenue cycle. Jones is the senior director of revenue cycle at Jefferson Health;• News Desk: Timothy Powell, ICD10monitor national correspondent, will anchor the Talk Ten Tuesdays News Desk; and• Point of View: Dr. Kennedy will report on his efforts to advocate for a change in the definition of sepsis. Dr. Kennedy will be sitting in for Angela Comfort, who continues as the co-host for the long-running and popular weekly Internet broadcast.

Volunteer - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Do you want your relationship to be a success? Find out the reason to have wise advisors who have your back and will help guide you thru the relationship challenges and successes!

Send us a textDr. Mike McKenna is the Senior Advisor at Tuck Advisors and also serves as the Chief Academic Officer for one of the largest school districts in Pennsylvania.  With deep expertise in curriculum development, special education, and teaching and learning, Mike brings a proven track record of building inclusive, high-impact academic programs. In addition to his work in K-12 education, Mike has extensive experience in higher education and has also served as an advisory board member for multiple edtech startups and non-profits.  At Tuck Advisors, Mike applies his diverse expertise to support education-focused M&A.

Jameel Rochester, director; Shantell Richardson, deputy director; and the Hon. Cardigan Connor, minister of tourism, health and sports for Anguilla, talk with Alan Fine of Insider Travel Report about why Anguilla is gaining momentum with the travel trade. They outline record-breaking visitor growth, new festival-driven marketing initiatives, and how Anguilla's luxury resorts, locally owned inns and diverse experiences—from sports tourism to gastronomy—make it a year-round sell. For more information, visit www.ivisitanguilla.com.    All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.    

Syed K. Jamal Founder & CEO Board Member Ford Fellow Executive Producer WTIA Alum Measures what matters On a mission to transform education with creative economy Sponsors The Jason Cavness experience is brought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo. By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here  https://www.breezedocs.ai/rfp-response-software-jason-caveness CavnessHR: Seattle's Got Tech Sign up to demo your tech and win prizes for being the best tech  https://docs.google.com/forms/d/e/1FAIpQLSdBV98Am90oAoP08vWaS870Uk7Zp7WVDCwF6PALwlJf5NgmWw/viewform?usp=header Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Syed's Bio Syed is an Indian-American entrepreneur and strategic advisor, focused on empowering young people to make informed career decisions and fostering meaningful cross-cultural collaborations. As the Chairman of the Tacoma-Kochi Friendship City Committee, he leads efforts to strengthen film and educational partnerships between India and the United States. An executive producer at 222 Pictures and a trained filmmaker (Mass Communication Research Center, Jamia, New Delhi), Syed serves on the Board of Advisors for The Way Home: Journey of Family and Faith, a documentary exploring the resilience of three generations of Tibetan women striving to preserve their cultural heritage. Syed is also on the board of Tasveer, the only Oscar-qualifying South Asian Film Festival in the world. In this role, he is excited to build film institute partnerships to inspire and engage young people through film production and storytelling. With a dynamic career spanning media, higher education, and nonprofits in both India and the US, Syed brings a unique blend of creative vision and strategic expertise. He actively volunteers with the World Trade Center Tacoma as its India Ambassador, serves on the Board of Directors of the World Affairs Council of Tacoma, and mentors aspiring entrepreneurs through Bridge for Billions.  Additionally, he curates transformative impact projects for Collegey.com and evaluates student initiatives for Rise, a prestigious global talent program by Schmidt Futures and the Rhodes Trust. As a leader in organizational strategy, Syed drives innovation, builds high-impact partnerships, and ensures measurable client outcomes. His professional journey includes pivotal roles in media, academia, and international education, underpinned by his personal experience as an International Ford Foundation Fellow pursuing graduate studies in international affairs. This global perspective informs his vision for initiatives like Collegey and Branta, both of which aim to inspire and support the next generation of changemakers. In 2011, Syed joined the Fulbright Commission to advance the US Department of State's public diplomacy efforts through EducationUSA.  As Communications Manager, he led groundbreaking digital outreach campaigns, cultivated strategic partnerships, and conducted recruitment programs and workshops in collaboration with US Foreign Service Officers. Since transitioning from EducationUSA, Syed has consulted for leading youth and higher education organizations across India/South Asia, Southeast Asia, and the Middle East. In 2015, he founded Branta, a consulting firm that bridges global education and youth networks in the US and youth-centered initiatives in emerging markets. Syed's expertise lies at the intersection of the creative economy, public diplomacy, social entrepreneurship, and impact-driven programming. His passion for fostering global citizenship, project-based learning, and cross-cultural innovation continues to shape his contributions to the education and creative economy sectors.  We talk about the following and other items Syed's Background and Journey The Importance of Poetry and Nature Biking and Favorite Poets Cultural Differences in Poetry Empowering Youth in Career Decisions The Future of Higher Education The Role of College Tacoma's Transformation and Strengths The Creative Economy in Tacoma The Role of Nonprofits in Tacoma Becoming a Filmmaker The Power of Camera Angles in Filmmaking The Impact of Lighting on Perception Changes in the Filmmaking Industry The Evolution of Storytelling Humanizing Homelessness The Role of South Asian Film Festivals The Importance of Social Capital Religious and Cultural Practices in India The World Trade Center and International Trade I nnovation and Creativity Immigrating to the United States The Cost of Private Education The Value of Public Schools The Impact of Socioeconomic Disparities Originality and Courage in Creativity India-Pakistan Relations Introducing Grid City Studio Building Tacoma as a Creative Hub Engaging the Community  Syed's Social Media LinkedIn: https://www.linkedin.com/in/skjamal/ Personal Website: https://www.gobranta.com/ceofounder Syed's Advice   I am not very good at giving advice. I would say just, think about your story a lot. You have a story. Don't underestimate your story. Your story is a collective story of your parents, your neighborhood, your neighbors, your books. It's all part of your story, so don't underestimate your story. Please tell your story, talk about yourself, talk about, the environment you grew up in, things that bothers you. Talk about it. It matters a lot when we talk about our personal things. A lot of people, a lot of time people shy away, they avoid talking about themselves because they think it's showing off.  I don't think it's showing off. You are at your most authentic self when you just talk about your story as your story. So please don't underestimate your stories. We might pick up one of your stories and make a movie out of it.

In this episode of Grow a Small Business, host Troy Trewin interviews Dean Mathews, the founder of On The Clock. Dean shares his evolution from a solo software developer in 2004 to leading a team of 23 professionals, supporting 170,000 to 280,000 active users. Originally launched as a time-tracking app, On The Clock has expanded to include employee scheduling and payroll services, with ambitious goals of reaching $10 million in revenue and one million monthly active users. Dean discusses the critical role of consistency, hiring the right talent, and leveraging tools like Asana for effective project management. He also emphasizes the importance of understanding customer needs and fostering a culture that prioritizes growth and team development. Other Resources:  When should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Dean Mathews, the hardest thing in growing a small business is shifting from doing everything yourself to empowering others by building systems and trusting your team. He highlights the importance of moving from working in the business to working on the business, emphasizing that true growth comes from hiring the right people, clearly defining roles, and creating an operating structure that allows others to thrive. You can't scale alone, and recognizing that earlier can make a significant difference. What's your favorite business book that has helped you the most? Dean Mathews' favorite business book that has helped him the most is Scaling People by Claire Hughes Johnson. He found it especially valuable because it offers practical frameworks and structures for growing teams and building an internal operating system. The book resonated with him as it closely aligned with the challenges he faced while scaling OnTheClock, particularly around leadership, processes, and team development. He even conducted a book club at work based on it, applying its lessons to enhance how his company operates. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Dean Mathews recommends several great podcasts and online learning resources to help grow a small business, especially in the SaaS space. His top pick is the SaaStr Podcast, which features insights from successful SaaS founders and is packed with growth strategies. He also expressed strong interest in exploring content by Alex Hormozi, particularly his books $100M Offers and $100M Leads, and his podcast focused on data-driven business scaling. Additionally, Built to Sell Radio by John Warrillow was recommended for its focus on recurring revenue and building sellable businesses, while Nathan Latka's Podcast was noted for its sharp focus on SaaS metrics like ARR, MRR, CAC, and churn—making it a valuable listen for any growth-minded founder. What tool or resource would you recommend to grow a small business? Dean Mathews recommends using a project management tool like Asana to grow a small business, as it helps teams stay organized, track progress, and manage both projects and processes effectively. He believes every business boils down to three core elements—people, projects, and processes—and Asana helps align them in a structured way. Additionally, he highlights creating an internal operating system (built in tools like Google Slides), which outlines company values, goals, job roles, meeting structures, and key metrics. Together, these tools support scalable growth and team alignment. What advice would you give yourself on day one of starting out in business? Dean Mathews' advice to himself on day one of starting out in business would be to “buckle in, you're in for a ride” and to understand early on that scaling a business is all about people. He emphasizes that success doesn't come from doing everything yourself, but from hiring the right people, trusting them, and building systems that empower them to thrive. He reflects that if he had learned earlier how to let go of control and focus on developing others, his business could have grown even faster. Surrounding yourself with people who are smarter than you in their areas is key to building something truly sustainable. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Trusting others with your vision is the first step to real growth — Dean Mathews A strong culture starts with clearly defined and lived values — Dean Mathews Leadership is less about control and more about enabling success  — Dean Mathews  

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients"Vincent Van Dorn (LinkedIn), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry.In this episode, Vincent and Chris discuss:Starting a Wealth Management BoutiqueInvestment Strategies and Client RelationsThe Impact of AI on Financial AdvisoryMethods for Finding Investment OpportunitiesPreferred Links:LinkedInWebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:InstagramTikTokYouTubeFacebookTwitteriTunesSpotifyWebsiteWork with usDISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

This episode was a Facebook Live from our free Facebook Group community (you can join at: https://www.facebook.com/groups/travelagentobjections) We talked about Websites and landing pages and why you want your own website, and what to watch for before you hire a website designer. Listen here, then join the conversation in the group. Want more? Then join the Travel Advisor Success Studio and get access to group coaching calls where you will get your questions answered. https://artofsellingtravel.com/tass

Episode Summary:

In this episode, Rosie chats with Mark McFatridge—Founder & CEO of Quade and former bank president—about what it really means to be unapologetically authentic

Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your conversion rates and maximize ROI on your marketing investments.Resources:Framework referenced: EOS (Entrepreneur Operating System) Process referenced: The Bucket Plan® (Discover, Design, Deliver, Dedicated)AI tool referenced: ChatGPTCRM platform referenced: HubSpot, Smart OfficeSoftware referenced: Bloom GrowthC2P Podcast episode: Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing SpendStatistics:Average of 3-5 webinars attended before prospects book initial consultations (referenced from Kitces Marketing Summit 2025) 

Duane and Hurls are joined by Matthew Fairburn from The Athletic, and then are joined by surprise guest, Sabres Alumni and host of the After the Whistle podcast, Andrew Peters - The Rise of Kevyn Adams to GM - Kevyn firing 20 people on Day 1 - How important is it that he wasn't scouting in Medicine Hat or Fargo? - Will Jarmo be a "Silent GM" that Kevyn has to lean on more than most Sr. Advisors? - Duane reacts to Craig Rivet's comments on the last episode of After the Whistle - Joined by surprise guest Andrew Peters -More! Subscribe on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts! Presented by Fattey Beer Co. Learn more about your ad choices. Visit megaphone.fm/adchoices

Leslie Grandy is an author, speaker, and CEO advisor who guides companies, teams, and product leaders to expand their creative capacity to invent and innovate for customers, disrupt and grow their market opportunities, and maintain relevance in a fast-changing world. Organizations like Oracle, Starbucks, and Red Robin Gourmet Burgers turn to Leslie to ignite creativity across their workforce and empower everyone, regardless of role or level, to identify novel solutions and think expansively. Leslie's book, "Creative Velocity," debuts in early 2025.Leslie's career has taken her on a 25+ year journey, from a successful career in the film industry in Los Angeles as a member of the Directors Guild of America to iconic brands, such as Amazon, Best Buy, Discovery, T-Mobile, and Apple. She's built teams from the ground up and led multiple first-to-market products; she was on the front end of the earliest digital media subscription services from major content brands like Major League Baseball, NASCAR, CNN, and ABCNews and co-authored a patent currently held by Intel. Leslie has led internal innovation labs and is an IDEO-trained leader in Design Thinking. Leslie has educated product leaders and executives through The Product Guild, the University of Michigan College of Engineering's Center for Entrepreneurship, and as a guest lecturer at the University of Washington Foster School of Business.  She co-created and serves as the Lead Executive in Residence in the Product Management Leadership Accelerator, part of the Foster School's Executive Education program. She is a member of the Board of Advisors and Adjunct Faculty at Regis College's Marshall Sloane School of Business in Product Management and Service Design and West Virginia University's College of Creative Arts and Media.

What happens when your world falls apart in the middle of your PhD? In this raw and powerful conversation, Dr. Michelle Rascon-Canales shares how grief, neurodivergence, and academic pressure collided—and how she found her way back through coaching, community, and creativity. We talk about why writing in isolation doesn't work, how the wrong advisor relationship can shake your confidence, and what it really takes to keep writing when life gets heavy. If you've ever wondered whether you're the only one struggling to keep it all together behind the scenes—this one's for you.   Michelle Rascon-Canales (She/her) Michelle.rascon.canales@gmail.com https://www.linkedin.com/in/michelle-rascon-canales Instagram: @michellephd_lmsw   Dissertation Information Qual Scholars Community: https://qual-scholars.circle.so/ 10 Pages In 2 Days Writing Retreat: https://qualscholars.com/10pages/ The Finish Your Dissertation Institute: https://qualscholars.com/theinstitute/  Qual Scholars Website: https://qualscholars.com/  Qual Scholars' Instagram: https://instagram.com/qual_scholars/ Chapters 00:00 Introduction to the Journey 03:06 Navigating Personal and Academic Challenges 05:51 The Impact of Grief on Academic Pursuits 09:00 The Role of Community in Overcoming Obstacles 11:59 Finding Support Through Coaching 15:03 Transforming Writing Practices 17:48 The Importance of Self-Care in Academia 21:02 Building a Supportive Network 23:56 Conclusion and Reflections 25:12 The Importance of Writing in Community 29:06 Navigating Relationships with Advisors 32:44 The Iterative Process of Writing 38:43 Embracing Neurodiversity in Academia 45:13 Finding Safety in the Writing Process

The Sandwich Generation. Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Cathy Cowan is an entrepreneurial success in marketing communications. With more than two decades of agency leadership, she collaborates with nonprofits, agencies, and socially conscious businesses to create communications that drive meaningful change. She began her career actually working for me and then moved to non profits and PR agencies including Big Brothers Big Sisters of Canada, Weber Shandwick and GCI Group, honing my expertise in strategy, management and gold-standard communications. She founded Cowan & Company Communications, a full-service marketing communications agency, where for nearly 20 years led award-winning campaigns and social impact communications for top-tier brands including L'Oréal Paris, Kraft, Jamieson Vitamins and Food Banks Canada. Her work earned more than 15 industry awards, and Cowan & Company was named IABC Toronto's "Boutique PR Agency of the Year" four times between 2007 and 2017. Cathy currently serves on the Board of Directors for the Canadian Center for Women's Empowerment, Board of Advisors for Women's Nonprofit Network and volunteer as a mentor and Ovation Awards judge for IABC Toronto. She now focuses all skills and passion for "doing good" at C&C Consulting where she leads integrated marketing communications for nonprofits and corporate social impact programs. Her continual goal is to help purpose-driven organizations transform their communications and maximize their social impact. Stay Connected with #CanadasEntrepreneur! Join our growing community of entrepreneurs across Canada! Don't miss out on inspiring interviews, expert insights, and the latest business trends from the people shaping the future of our economy.

As the U.S. and China continue trade talks in London, APCO Worldwide's Jim McGregor discusses the fine line between goals to protect American industry and maintain the global tech supply chain. The federal government deployed the National Guard and Marines to Los Angeles amid immigration protests. California Governor Gavin Newsom has clashed with President Trump over the deployment, and Pennsylvania Governor Josh Shapiro weighs in on the tension between federal and state authority. Governor Shapiro warns that unclear communication and leadership on the ground during civil unrest could become dangerous. Plus, RFK Jr. has removed all members of ACIP, the Advisory Committee on Immunization Practices that consults the CDC on vaccines.  Josh Shapiro - 16:16Jim McGregor - 33:15 In this episode:Josh Shapiro, @GovernorShapiroBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

In today's episode, I'm diving into a topic that's top-of-mind for anyone who's switched jobs: what should you do with your old 401(k) plan? I discuss five key reasons why moving them into an IRA could simplify your financial life, from consolidating accounts for better control to gaining access to a broader range of investment options, reducing fees, optimizing Roth and after-tax funds, and making it easier to work with a financial advisor.  Whether you're planning your next career step or just want to make your retirement savings work harder for you, this episode is packed with practical advice to guide your decision. Stick around until the end, and don't forget to tune in next week when I cover situations where rolling over your 401(k) might not be the best choice! You will want to hear this episode if you are interested in... [00:00] Vested retirement funds offer four options: keep them in the plan, or withdraw and pay taxes [04:46] Rolling over a 401(k) to an IRA offers more control and access to your retirement funds, preventing forgotten accounts as you change jobs [06:41] Consolidate investments for simplicity and control; update records if keeping old retirement accounts [12:05] Convert Roth contributions to a Roth IRA to start the five-year period and ensure future gains grow tax-free, especially for after-tax funds in a 401(k) without in-plan Roth conversions [13:13] Rollovers to an IRA can facilitate Roth conversions and allow financial advisors to manage retirement accounts. Consolidate Old 401ks for a Smoother Future When you change jobs, it's important not to leave your old retirement accounts behind. For many Americans, the primary vehicle for saving for retirement is their employer-sponsored 401(k) plan. But what should you do with that 401(k) once you've moved on? Rolling it into an Individual Retirement Account (IRA) may be the smart move, offering control, flexibility, potential cost savings, and tax advantages. Let's walk through five compelling reasons why a 401(k) rollover into an IRA might make sense for you. 1. Greater Control and Account Consolidation One of the biggest headaches of changing jobs multiple times is having various retirement accounts scattered across different institutions. Not only is it difficult to keep track of these accounts, but there's the risk that you might forget about them entirely. By rolling old 401(k)s into a single IRA, you consolidate your investments, making it easier to manage and monitor your retirement savings. With all your funds in one place, you'll have more control over your asset allocation and will be better positioned to implement a cohesive investment strategy. Additionally, consolidating accounts reduces the administrative burden of managing multiple logins and statements. 2. Expanded Investment Choices and Flexibility Most employer-sponsored 401(k) plans offer a fairly limited menu of investment options, typically ranging from a dozen to twenty funds. These may or may not align with your preferred asset allocation strategy, and some plans are more limited than others. By rolling over your 401(k) into an IRA at a major discount broker like Schwab, Fidelity, or Vanguard, you unlock a much broader universe of investment possibilities, mutual funds, exchange-traded funds (ETFs), stocks, bonds, CDs, and more. This flexibility lets you fine-tune your portfolio, properly diversify, and better tailor your investments to your risk profile and retirement timeline. 3. Potential for Lower Investment Costs 401(k) plans, particularly those from smaller employers, often feature higher administrative and fund expenses, sometimes reaching 1% or more in annual fees. These extra costs chip away at your investment returns over time. With an IRA, especially when investing in low-cost ETFs or mutual funds, you can often significantly reduce the expense ratios you pay. Over decades, even a modest reduction in annual fees can translate into thousands more in retirement savings due to the power of compounding. 4. Managing Roth and After-Tax Contributions Many 401(k) plans now offer a designated Roth component as well as avenues for after-tax contributions. When you roll over your account, this is a valuable opportunity to ensure your Roth and after-tax money are treated with optimal tax efficiency. For example, rolling Roth 401(k) funds into a Roth IRA starts the five-year clock for tax-free withdrawals on earnings, which is critical for planning your retirement withdrawals. Additionally, an IRA rollover can be structured to split after-tax contributions into a Roth IRA, giving those funds tax-free growth potential rather than the more limited advantages offered inside the 401(k). 5. Access to Professional Management If you want professional help managing your retirement investments and financial planning, rolling your assets into an IRA is almost always a prerequisite. Advisors generally cannot manage assets held within a former employer's 401(k) platform, but with funds consolidated in an IRA at a major custodian, they can actively manage your investments, make ongoing adjustments, and assist with tax planning and distributions as you transition into retirement. Assess Your Situation Before Moving While rolling over your old 401(k) to an IRA offers considerable advantages, it's not always the perfect solution for everyone. Each situation is unique, and certain protections or features (such as early withdrawal options or creditor protections) may be stronger inside a 401(k) for some individuals. Be sure to review your specific circumstances carefully, ideally, with a trusted financial advisor, before making any big moves. A well-considered rollover could make your road to retirement much smoother, giving you more control, lower costs, and better investment options along the way. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Schwab Fidelity  Vanguard Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

The Trade Secrets Tech Summit (season six of the podcast) is taking a quick summer break. In the meantime, co-hosts Emma Weissmann and Jamie Biesiada are sharing some of their favorite past episodes. Join them this week for an update on the Tech Summit — which will return toward the end of June — then a look back at last season’s episode all about destination management companies (DMCs). Enjoy! This episode was sponsored by Globus family of brands. – What’s the difference between a tour operator and a DMC? How can advisors find DMCs to work with, and what are the top dos and don’ts of working with them? What if a contact at a DMC ghosts a travel advisor? Hear the answers to these questions and more in this week’s episode of Trade Secrets, featuring Andrea Grisdale, CEO and founder of I.C. Bellagio in Italy. Further resources IC Bellagio on the web Andrea Grisdale’s email Mentioned in this episode: Death of a Travel Advisor by Dori Saltzman From TravelAge West: The ultimate travel advisor guide to destination management companies Conde Nast’s travel specialists Travel + Leisure’s A List Wendy Perrin’s WOW List Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

What happens after the founder exits? Too often, regret, confusion, and loss of identity. In this powerful session from the Exit Planning Institute, Jerome Myers delivers a wake-up call:  most exit plans ignore the human element. While others focus on finances and operations, Jerome highlights the missing pillar: personal planning. Press play and rethink what it means to exit with excellence. [00:00 – 12:00] Exit is Inevitable, But Fulfillment is Not 100% of founders will exit: “Sell it, give it away, or close it.” Most advisors ignore personal planning, but it's what leads to regret “The stool wobbles without the third leg. We're building incomplete exits.” [12:01 – 25:00] The Founder's Exit Paradox The paradox: rich and free, but lost “They decouple their identity from the business and enter a void.” Common regrets: loss of purpose, isolation, status drop, boredom Why does money only solve 2 of the 5 levels in Maslow's hierarchy [25:01 – 38:00] Six Centers of Doubt: The Hidden Struggles Introducing the Exit Paradox Iceberg Self-image, Relationships, Work, Health, Prosperity, Significance “If you don't know where you're going, you won't like where you end up.” 60% of founders' core relationships disappear post-exit [38:01 – 48:15] From “What's Next?” to N.E.X.T. Nourish, Evaluate, Xplore, Transcend: a framework for life after exit “Most are exiting from, not to. That's why they regret it.” How Jerome helped his father find purpose again, becoming a mayor in his 60s [48:16 – End] Real Tools, Real People, Real Legacy The NEO Assessment: Six archetypes for post-exit personality “Ask your clients: What are you optimizing for, money or fulfillment?” Advisors: why you need to engage the personal side, or risk losing the AUM “The only way your life ever matters is if you are positively impacting other people's lives.” Key Quotes: “Money solves the first two levels of Maslow's hierarchy. Everything after that -  purpose, belonging, impact - needs something deeper.” – Jerome Myers “The biggest problem in exit planning is that most founders are exiting from instead of exiting to.” – Jerome Myers Ready for your next chapter? Start Your Assessment Now

Listen in as they cover:-What “top, middle, and bottom” of funnel marketing really means.-How to cast a wide net without diluting your message.-Why nurturing leads is a skill advisors can't afford to ignore.-The difference between posting content and intentional outreach.-How trust and patience are the real accelerators of growth.If you've ever wondered how to turn visibility into action, this episode is your blueprint. Brought to you by Elite Marketing Concepts - where strategy meets execution for advisors ready to grow.To learn more about how Elite Marketing Concepts can take your practice to the next level, contact Brian at BrianLutz@EliteConsultingPartners.com, or Stacey at Stacey@EliteConsultingPartners.com.

The best financial advisors aren't just experts in finance, they're experts in people.In this episode, I'm talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.As an expert at helping advisors uncover the emotional drivers behind their clients' financial decisions, Brendan explains why advice alone isn't enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don't Follow Advice—And What You Can Do About ItBrendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly UnderstoodBrendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You'll learn how to reset between meetings, why repeating a client's words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First AppointmentBrendan breaks down the psychology behind one deceptively simple question: “Why now?” You'll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.SHOW NOTEShttps://bradleyjohnson.com/119FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP05254535317See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if you could decode a client's financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom “money personality” assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million practice. Nina is a partner at Stratos CA in Los Angeles, and she joins the show today to share how her framework transforms the planning process, complements traditional risk analysis, and even shapes advisor training through what she calls “the art of the meeting.” Listen in as she discusses her approach to acquisitions, lessons learned in hiring, and how personal growth—and gut instinct—have guided her leadership journey. For show notes and more visit: https://www.kitces.com/440