Podcasts about advisors

Saving for Higher Education - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

When we sat down with Frank Kelly the founder and managing partner of Fulcrum Macro Advisors we didn't know where the conversation might take us but we covered lots of ground. From the political uncertainties of the day, to the future of China to the wonders of GLP-1 and what impact that will have on health, the job market and living longer.  Strap in and listen to a very bright man. Meet Frank Kelly. Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

Robin Lawther, vice president of Expedia TAAP (Travel Agent Affiliate Program), talks with James Shillinglaw of Insider Travel Report about how his dedicated unit helps all travel advisors with bookable and commissionable hotel content (the same as Expedia's) as well as new technology and other products designed to boost profits. We interviewed Lawther after Expedia TAAP released a survey showing travel advisors are a growing and viable distribution channel. For more information, visit www.expediataap.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.  

Robert Hines, Executive Director of the President's Council of Advisors for Digital Assets at the White House, joins CoinDesk's Jesse Hamilton on stage at Consensus 2025 to discusses the progress and future of U.S. digital assets regulation. He shares his journey into the crypto space, the role of his office, and the administration's commitment to making the U.S. a world leader in crypto.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if financial planning could be simpler—and better?Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has led to something powerful: a close-knit community of advisors built on generosity, trust, and support.At Core, everything starts with one question: “What can we remove to make this better?” Instead of adding layers of complexity, the firm focuses only on what helps clients and advisors. The result? A place where people come first and relationships thrive.Generosity is the core value. Advisors help each other, share ideas, and grow together—without sacrificing their own unique way of working.Guy also challenges the idea that experience is everything. He believes new advisors bring fresh insight and asks the questions others overlook. At Core, they're welcomed and empowered to use the tools that work best for them.And for those struggling with impostor syndrome? Guy's advice is simple: “If you act with integrity and are willing to find the answers, this profession needs you.”Connect with Guy Penn on LinkedIn or check out Core Planning to learn more.Guy's Social:https://www.linkedin.com/in/guypenn/X: @guympennMusic in this episode was obtained from Bensound.

"Plans fail for lack of counsel, but with many advisers they succeed." — Proverbs 15:22When it comes to managing money wisely, many of us could use some help, but how do you know you've found the right financial advisor? Today, we'll explore a few key questions you should ask when hiring someone to help you with your financial decisions. Sharon Epps is here to help us navigate that process.Sharon Epps is the President of Kingdom Advisors, FaithFi's parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.How to Find a Financial Advisor Who Aligns With Your FaithFinding a financial advisor can be overwhelming, but it doesn't have to be. With the right questions and a clear framework, you can confidently choose someone who aligns with your values, demonstrates technical competence, and offers a transparent process. Here are three things to consider when hiring a financial advisor who shares your faith and values.  1. Values Alignment: Do They Share Your Worldview?The most important starting point is finding an advisor whose faith informs their advice. There's a big difference between an advisor who is a Christian and one who actively discusses financial decision-making through a biblical lens.Key Questions to Ask:What role does faith play in your financial advice?How do you define financial success?You're listening for more than a respectful nod toward your faith. You want to know if they see money as a tool for stewardship, generosity, and Kingdom impact, not just a means of personal gain.2. Competency: Are They Qualified to Serve You?Once values are aligned, it is essential to ensure the advisor has the technical skills and experience necessary to guide your financial decisions.Look for:Industry certifications (like CFP®, CPA, CKA®, etc.)Experience working with clients in your stage of lifeKey Question to Ask:Can you tell me about clients you've served who are in a similar situation to mine?Good advisors won't name names, but they should be able to share stories of impact that demonstrate how they've helped people like you.3. Process & Compensation: Are They Transparent and Clear?A trustworthy advisor will be open about how they make money and how they work with clients.Key Questions to Ask:Can you explain how you're compensated—fees, commissions, or both—for someone like me?What is your process for creating a financial plan?They should be able to explain their step-by-step approach, timeline, and what you'll need to provide—all in clear, understandable terms. You want someone with “the heart of a teacher.”Ready to Find an Advisor?If you're beginning your search—or even considering reevaluating your current advisor—you can start at FaithFi.com. Click on “Find a Professional” to locate a Certified Kingdom Advisor® (CKA®) near you. These advisors have been vetted for:Biblical worldviewIntegrityTechnical excellenceYou'll also find a free downloadable PDF with suggested interview questions to help guide your search. You can rehire your advisor every year, and it's wise stewardship to evaluate that relationship regularly.When advisors undergo CKA® training, they begin to carry the weight of stewardship—not only for their own resources but also for how they guide clients to make decisions with eternal impact. That's the kind of advisor worth seeking out.On Today's Program, Rob Answers Listener Questions:My wife and I want to set up a will. We have a son we support and want to make sure he gets everything. I talked to a lawyer who said trusts aren't necessary anymore and are expensive. I have about $300,000 in home equity, and I'm wondering about taxes and how he might handle the property.My dad recently passed away. My mom has been drawing on his Social Security because she didn't have enough credits from working. What percentage of my Dad's Social Security benefits will she receive as a survivor? What benefits will she get since he was a veteran with VA disability?Am I supposed to pay tithes on the income of my Social Security now that I'm retired?Now that my wife is retired and I'm almost retired, is maintaining a good credit score still important?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Social Security Administration (SSA.gov) | U.S. Department of Veterans Affairs (VA.gov)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Click here to watch the video version. In this episode of "From Busy to Rich," Wes introduces his Transform Learning Series program created for advisors. Wes discusses the program's purpose, emphasizing the importance of a transformational mindset for business growth. He highlights the need for advisors to increase profitability and quality of life for themselves and their clients. He stresses the significance of embracing change. He addresses common barriers to change and outlines the program's benefits, such as fostering long-term client relationships and identifying new opportunities. In today's episode we will cover: Introduction to Transform University program Purpose and mindset for transformational growth in business Importance of increasing profitability and quality of life for advisors and clients Embracing change and not defending existing habits Overcoming barriers to change Tangible benefits of the Transform University program Creating an annual engagement process for clients Making asking for referrals irrelevant Seizing new areas of opportunity, such as income tax We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Americans Need to Save - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often becomes a form of counseling, addressing identity, purpose, and emotional readiness as much as monetary logistics. The advisors stress the importance of proactive and adaptable planning, noting that while market turbulence is inevitable, a well-structured plan—grounded in trust and sometimes faith—can help clients navigate it with confidence. Drawing from both professional experience and Catholic values, they advocate for a mindset of anti-fragility: using life's disruptions as opportunities to grow stronger. The episode concludes with encouragement for listeners to seek out trusted advisors and make retirement decisions that align both with their financial means and personal goals.Key Takeaways:• Retirement planning is both a financial and emotional journey, requiring attention to numbers and deeper personal motivations.• Advisors act as both planners and counselors, helping clients navigate emotional hurdles like fear, guilt, and uncertainty around spending.• Clients often need “emotional permission” to use their own money, especially in retirement, where spending can feel threatening to their identity or security.• Asking thoughtful questions is central to the advisor's role, uncovering concerns and desires that might otherwise remain unspoken.• The financial planning process often reveals unspoken emotional and psychological concerns, especially during major life transitions.• Planning for retirement isn't just about having “enough” money, but about knowing what that money is meant to support.Key Timestamps:(00:00) – Discussing Life Transitions and Retirement(03:15) – Financial and Emotional Aspects of Retirement(06:20) – Challenges and Considerations in Retirement Planning(08:37) – Client Stories and Real-Life Examples(11:36) – The Importance of Spending and Enjoying Retirement(25:43) – Overcoming Fear and Building Fortitude(36:29) – Concluding Thoughts and Contact InformationKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and financesMentions: Website: https://www.genesiswealthplanning.com/ LinkedIn: https://www.linkedin.com/in/michaelracosta/ Website: https://uakdiversified.com/ LinkedIn: https://www.linkedin.com/in/ujaeaugustinekang/ More of Catholic Money Mastermind:This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Genesis Wealth Planning and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.  Michael Acosta is a Registered Rep

US healthcare has more unproductive labor and more unstructured data than any other industry, making it both vulnerable to disruption from generative AI and especially unprepared for it.That's the provocative thesis of Eric Larsen, president of TowerBrook Advisors. In this episode, he joins host Steve Kraus to explain why generative AI is unlike any other technology we've seen—and why the $4.9 trillion healthcare sector is uniquely exposed.We cover:

SS&C ALPS Advisors' Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs.  VettaFi's Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry's flagship products.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream team. In this episode we discussed:How to build your financial dream team.What is a financial dream team and how can it help you?How advisors can start to feel comfortable with collaborating.Going beyond your expertise can cost your clients significantly, you can't be an expert in all things.Teaming up with other experts helps you uncover unknown unknowns. Advisors need to communicate and work together to find solutions for the clients. Connect with Alissa Maizes:Amplify My Wealth WebsiteLinkedInInstagramConnect with Julie Pinkerton: ClientFirst Website LinkedInConnect with Maxwell Schmitz:LinkedInDingo Technologies websiteYetworth websiteAlissa Maizes is an award-winning financial literacy content creator, is a licensed attorney and registered investment advisor who provides women and young adults with financial advice and a plan to embrace the life they want. Whether sharing financial literacy content or advising clients of Savvy Ladies with pro bono advice or clients of her firm, Alissa meets you wherever you are on your journey, whether living paycheck-to-paycheck and striving to eliminate high-interest debt or are already a millionaire. Alissa's approach eliminates the traditional "waiting game" for clients who cannot afford to have a fiduciary financial advisor putting their needs first, providing trusted financial and investment advice and guidance to implement their plan to ensure they achieve the life they want sooner than you imagine.Julie Pinkerton is the CEO and Managing Member of Evozen LLC. ClientFirst™ is a fully diverse online community that enables financial professionals to truly put their client's needs first, assists mature financial advisors to exit the industry gracefully and positions women and minorities to achieve the necessary gravitas to succeed early in their career. Julie has held executive and consulting positions nationally in financial services since 1998.  Julie is a contributing writer for U.S. News covering financial planning, risk management and advisor selection topics.Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist.  He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency.  He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Zach Rabinor, founder and CEO of Journey Mexico, talks with Alan Fine of Insider Travel Report about how Traveller Made—a supplier-funded luxury travel network that is free to qualified travel advisors—helped his business grow into a leading DMC. A charter member since 2013, Rabinor explains how the Traveller Made network's artisan focus and selective membership make it a top source of high-end clients and an ideal match for his custom travel offerings in Mexico, Colombia and Costa Rica. For more information, visit www.travellermade.com or www.journeymexico.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.  

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation. In this episode we discussed:Why life insurance agents struggle to succeed.The compensation structure is at the heart of the issue and needs to be revamped. Very few agents are taught to sell, rather than to service.Consumers need a fiduciary advisor to tell them what insurance they have.Advisors need to facilitate the conversation.We are in a people business and we need technology that facilitates great human connection.Connect with Adam Holt:Websites: (Asset Map) (Rubin Goldman and Associates) LinkedIn: (here) Connect with Derek Notman:LinkedIn:(here)Couplr.ai: (here) Connect with Dick Weber:Website (here)LinkedIn (here)  Podcast: ReThink. Financial Advice podcast with Adam Holt and Derek Notman (here) (YouTube)Bios: H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor PodcastDerek Notman is a the Founder & CEO of Couplr AI. Using data science and flip-flop-inspired thinking, we're tackling client acquisition & orphan client problems in the investment and insurance industries. Derek is the co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an Insurance Fiduciary® providing fee-only life insurance expertise to individuals, families and businesses seeking to make smart decisions about buying and managing their life insurance assets. Dick was the 2012-2013 President of the Society of FSP. A 58-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now is one of just a handful of fee-only insurance experts in the U.S.  Author of more than 350 articles encompassing products, sales practices, and the due diligence necessary to buy and place insurance and annuities.  Dick currently serves as a Consumer Representative to the NAIC and is a member of the Standards Resource Commission of the CFP Board.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

In this episode of The Brand Called You, Elie Jacobs, founding partner of Purposeful Advisors, shares key insights into the evolving world of Public Affairs and Communications, covering everything from corporate storytelling to crisis communication and the impact of AI. Tune in for valuable lessons on how to navigate today's media and geopolitical landscapes.00:40- About Elie JacobsElie is the founding partner of Purposeful Advisors. He began his communications career as a press aid in the post presidential office of President Bill Clinton.

Highlights include:-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for-Real-life examples of advisors losing $40K/month by not making a decision-How Elite's pro forma modeling helps advisors make sense of the math behind a transition-The psychological power of complacency - and how to recognize if you're stuck-Why going independent can unlock new levels of energy, growth, and client engagement-The importance of exploring your options - not just financially, but qualitativelyBottom line: you don't know what you don't know. This episode is your invitation to challenge the narrative and take a serious look at what's possible - before staying put costs you more than you realize.To reach out to Sue Cheema, you can find her at SueCheema@EliteConsultingPartners.com.And for Brian Lutz, email him at BrianLutz@EliteConsultingPartners.com

In this episode of the Channel Futures podcast, Craig and James catch up with a pair of technology advisors (agents) who are breaking the mold. David Goodwin of ATC of Ohio and Keith Hatley of Cloud Communications Group share success stories, dig in on industry trends and offer advice to fellow tech advisors to thrive in an ever-evolving channel.

In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.Josh explains how truly understanding your clients' risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/HM Advisors: https://www.hm-advisors.com/LAUNCH: https://getlaunch.io/LinkedIn:Elliot BassettRyan BrottJosh GurleyThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

With over 30 years of experience in wealth management, Rhonda Ducote is a respected leader and expert in the financial advisor industry. As President and Principal of Apriem Advisors, she is known for crafting personalized financial strategies that focus on both outstanding results and exceptional customer service. Rhonda's dedication to her clients goes beyond business, as she considers them an extended family, pouring her heart into ensuring their financial success. Rhonda is also passionate about empowering women in finance. Through the creation of Women of Wisdom, she provides a platform for women to take control of their financial futures, helping to bridge the gender gap in financial literacy and boosting confidence in financial decision-making. Rhonda's husband, children, granddaughter and two pups are the driving forces for everything Rhonda does! -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable as they discuss how dividends work.

Bob Knakal also known as "BK" has been a broker in NYC since 1984. Over that time, he has brokered the sale of over 2,348  buildings having a market value of approximately $22 billion.  For 26 years of those years (1988-2014), he owned and ran Massey Knakal Realty Services, which sold more than 3x the number of properties as the #2 firm in NYC from 2001-2014. Running the firm with a Servant Leadership management style, focusing on empowering everyone on the team, intensely training them, and building their self-esteem, led to this overwhelmingly dominant platform. The firm was sold to Cushman & Wakefield in 2014 for $100 million.  The Massey Knakal Legacy is illustrated by the fact that today in the New York City investment sales market, there are 30 companies, or divisions of companies, that are either owned by, or run by, folks who learned the business at Massey Knakal.    Bob is a prominent thought leader in the commercial real estate business, frequently writing about the market, lecturing on the market, and appearing on podcasts and national television shows on networks like Fox, CNBC and MSNBC.  He is also the Chairman & CEO of BK Real Estate Advisors.

Charismatic | Creative | Urbanite

“We want to achieve our goal of making this the crypto capital of the world.” These are huge aspirations coming from Bo Hines (Executive Director of the President's Council of Advisors for Digital Assets, The White House). Bo explains to our former Head of North America Public Policy, Chainalysis, Jason Somensatto, how he and the Trump administration are on a mission to recover from the chaotic and lawfare regulatory regime under the Biden administration to foster innovation and fair digital asset regulation within the White House. Bo provides detailed insights into the current administration's plans for promoting a pro-crypto environment including the introduction of legislation on stablecoins and market structures, the role of the Strategic Bitcoin Reserve and Digital Asset Stockpile and collaborative efforts across regulatory agencies. His narrative is anchored by the administration's ambition to ensure that the U.S. leads the charge in digital asset innovation, setting the stage for the move away from the archaic financial systems to instantaneous payments, greater transparency and self custody of assets. This is an episode you don't want to miss.   Minute-by-minute episode breakdown 2 | From College Football to Crypto in the White House 4 | Paving the Way for the United States as Crypto Capital 6 | Bipartisan Efforts Propel Stablecoin and Market Structure Legislation 9 | Stablecoin Legislation and Market Structure Developments 11 | Pushing for Regulatory Clarity in Crypto 14 | The Government's Strategic Embrace of Crypto and Blockchain Innovation 18 | Creating A Crypto-Friendly Regulatory Environment in the USA Related resources Check out more resources provided by Chainalysis that perfectly complement this episode of the Public Key. Website: The White House: America Is Back Report: Fact Sheet: President Donald J. Trump Establishes the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile Report: Executive Order to Establish United States Leadership in Digital Financial Technology Article: State of Crypto: Mapping Out the Senate Stablecoin Bill's Next Steps Event: Links 2025 Digital Premiere: Free virtual event bringing together the leaders defining the future of blockchain intelligence Blog: U.S. Regulators Give Banks the Green Light for Digital Asset Activities Announcement: Tokenization Meets Institutional-Grade Compliance: Chainalysis Integrates with Hadron by Tether YouTube: Chainalysis YouTube page Twitter: Chainalysis Twitter: Building trust in blockchain Speakers on today's episode Jason Somensatto *host* (Head of North America Public Policy, Chainalysis) Bo Hines (Executive Director of the President's Council of Advisors for Digital Assets, The White House) This website may contain links to third-party sites that are not under the control of Chainalysis, Inc. or its affiliates (collectively “Chainalysis”). Access to such information does not imply association with, endorsement of, approval of, or recommendation by Chainalysis of the site or its operators, and Chainalysis is not responsible for the products, services, or other content hosted therein. Our podcasts are for informational purposes only, and are not intended to provide legal, tax, financial, or investment advice. Listeners should consult their own advisors before making these types of decisions. Chainalysis has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material. Chainalysis does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material.  Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Chainalysis. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Chainalysis employees are those of the employees and do not necessarily reflect the views of the company.

Be A Better You Annual Challenge Day 140: Financial Help...Coaches, Managers, And Advisors! Do one thing every day to be a better you! Join us every day in 2025 for a quick challenge that is all about you improving and creating the life you want! https://www.facebook.com/ThrivingSharon Ask your questions and share your wisdom! #beabetteryouannualchallenge #finances #financehelp #financialexpert #pickyourhelp

Choose Right Financial Experts To Supersize Your Business! Check in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #financial #financialexperts #selectioncriteria #whentoseekhelp

Know Your Net Worth - Advisors' Roundtable 5-20-25. Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Market Overview 2:56 – Investor Conversations During Market Fluctuations 6:04 – Long-Term Growth vs. Short-Term Volatility 9:04 – Income Investors & Conservative Strategies  11:46 – Interest Rates & Economic Outlook 15:04 – The Future of Technology & Job Market 18:08 – AI's Impact on Employment & Productivity 20:59 – Action Items for Investors 24:10 – Summer Plans & Life Balance Visit www.denverwealthmanagement.com to schedule a free consultation. 

John Holdren is the Teresa and John Heinz Research Professor for Science and International Affairs at Harvard University's Kennedy School of Government and co-director of the Science, Technology, and Public Policy Program at the School's Belfer Center for Science and International Affairs. He is a former Professor of Environmental Science and Policy in the Department of Earth and Planetary Sciences, and Affiliated Professor in the John A. Paulson School of Engineering and Applied Science. He is also President Emeritus and Senior Advisor to the President at the Woodwell Climate Research Center, a pre-eminent, independent, environmental-research organization. From 2009 to 2017, Holdren was President Obama's Science Advisor and Director of the White House Office of Science and Technology Policy, becoming the longest-serving Science Advisor to the President in the history of the position. Before joining Harvard, was a professor of energy resources at the University of California, Berkeley, where he founded and led the interdisciplinary graduate-degree program in energy and resources. Prior to that he was a theoretical physicist in the Theory Group of the Magnetic Fusion Energy Division at the Lawrence Livermore National Laboratory and a Senior Research Fellow at Caltech. He has been a member of the Board of Trustees of the MacArthur Foundation and Chairman of the Committee on International Security and Arms Control at the National Academy of Sciences. During the Clinton Administration, he served for both terms on the President's Council of Advisors on Science and Technology, leading multiple studies on energy-technology innovation and nuclear arms control. He is a member of the U.S. National Academy of Sciences, the U.S. National Academy of Engineering, the American Philosophical Society, the American Academy of Arts and Sciences, the American Academy of Political and Social Science, and the Council on Foreign Relations. He is also a foreign member of the Royal Society of London and the Indian National Academy of Engineering and a former President of the American Association for the Advancement of Science. His many honors include one of the first MacArthur Prize Fellowships (1981) and the Moynihan Prize of the American Academy of Political and Social Sciences. In 1995, he gave the acceptance speech for the Nobel Peace Prize on behalf of the Pugwash Conferences on Science and World Affairs, an international organization of scientists and public figures. He holds SB and SM degrees from MIT in aeronautics and astronautics and a Ph.D. from Stanford in aeronautics and astronautics and theoretical plasma physics.Jennifer Spence is the Director of the Arctic Initiative at Harvard Kennedy School's Belfer Center for Science and International Affairs, with expertise related to sustainable development, international governance, institutional effectiveness, and public policy. Spence currently co-chairs the Arctic Research Cooperation and Diplomacy Research Priority Team for the Fourth International Conference on Arctic Research Planning (ICARP IV), participates as a member of the Climate Expert Group for the Arctic Council's Arctic Monitoring and Assessment Programme, and sits as a member of the Yukon Arctic Security Advisory Council. Spence was the Executive Secretary of the Arctic Council's Sustainable Development Working Group from 2019-2023. Previously, she taught and conducted research at Carleton University and worked for a 2-year term at the United Nations Development Programme. She also worked for 18 years with the Government of Canada in senior positions related to resource management, conflict and change management, strategic planning, and leadership development. Spence holds a Ph.D. in public policy from Carleton University, a MA from Royal Roads University in conflict management and analysis, and a BA in political science from the University of British Columbia.Ralph Ranalli of the HKS Office of Communications and Public Affairs is the host, producer, and editor of HKS PolicyCast. A former journalist, public television producer, and entrepreneur, he holds an BA in political science from UCLA and a master's in journalism from Columbia University.Scheduling and logistical support for PolicyCast is provided by Lilian Wainaina.Design and graphics support is provided by Laura King and the OCPA Design Team. Web design and social media promotion support is provided by Catherine Santrock and Natalie Montaner. Editorial support is provided by Nora Delaney and Robert O'Neill. 

As the financial world evolves at lightning speed, staying ahead means embracing smarter tools- not just for efficiency, but for better outcomes. In this episode, guest host Shawn Sigler sits down with Keith Burger, Executive Vice President and Head of Institutional Channel Sales at FIG, to unpack the power of Lifecycle Manager- FIG's proprietary, advisor-focused technology that's transforming how annuity and insurance portfolios are managed. Keith shares how this tool consolidates complex carrier data into a single, actionable platform, making it easier for advisors to evaluate legacy contracts, uncover new opportunities, and elevate the client experience. We'll also explore some real-life examples of how this technology can drive superior outcomes for clients. If you're an advisor looking for ways to elevate service, stay competitive, and turn disruption into opportunity, this conversation is a must! Here's some of what we discuss in this episode:

Advisors on This Week's Show Kyle Tetting Dave Sandstrom Kendall Bauer (with Max Hoelzl and Joel Dresang engineered by Jason Scuglik) Week in Review (May 12-16, 2025) Significant Economic Indicators & Reports Monday No major announcements Tuesday Broad inflation slowed in April to its lowest point in more than four years. The Bureau of Labor Statistics reported that its Consumer Price Index rose 2.3% from April 2024, still outpacing the Fed's 2% target but down from a four-decade high of 9.1% in mid-2022. Shelter costs c0ntributed more than half of the month's increase while grocery prices fell the most since mid-2020. Egg prices dropped nearly 13% from March but were 49% more expensive than they were in April 2024. The 2.3% year-to-year inflation rate was the lowest since February 2021. Excluding volatile costs for food and energy, the core CPI rose 2.8% from the same time last year, the same pace as in March. Wednesday No major announcements Thursday Inflation on the wholesale level registered a 2.4% annual increase in April, slowing for the third month in a row. The Producer Price Index was down 0.5% from March, the first decline in 16 months and the most since April 2020. The Bureau of Labor Statistics said the index shrank mostly because of lower prices for services, led by margins for machinery and vehicle wholesaling. The core rate of wholesale inflation, stripping out volatile prices for food, energy and trade services, sank 0.1% for the month and was up 2.9% from April 2024. Retail sales slowed in April, though consumers kept spending, according to a report by the Commerce Department. Advanced sales by retailers and food services rose 0.1% from March. Among 13 major categories, five increased sales from the month before, including bars and restaurants. Sales at supermarkets and liquor stores were unchanged. Car dealers and gas stations were among the outlets where sales declined. Adjusted for inflation, retail sales fell 0.2% in April. Economists follow store signs as an indication of consumer spending, which drives two-thirds of the U.S. economy. The four-week moving average for initial unemployment claims rose for the third week in a row, rising to its highest level since October. The measure of employer willingness to let workers go was 36% below the 58-year average, suggesting a continued tight labor market. According to Labor Department data, total jobless claims fell 3% from the week before to just under 1.9 million applications, which was nearly 6% higher than the year before, The Federal Reserve said its industrial production index was unchanged in April, though 1.5% above where it stood the year before. Lower output from manufacturing and mining was offset by increased production by utilities following an unseasonably warm March. Factories produced 0.4% less than March and were up 1.2% from April 2024. Industry's capacity utilization rate fell marginally to 77.7%, staying below the 52-year average of 79.6%. Seen as an early indicator of inflation, the capacity rate has been safely under the long-range average since late 2022. Friday Housing construction in April stayed in a relatively narrow band that has accompanied higher interest rates since mid-2022. A Commerce Department report on building permits and housing starts showed the indicators on par with levels in early 2007, just before the Great Recession. The number of houses under construction has been declining since late 2023 but remained near the housing boom peak of 2006. Economists have blamed a lack of inventory for years of escalating housing prices. The University of Michigan said consumer sentiment sank slightly from the end of April following four months of sharp declines. Since January, sentiment was down nearly 30%. More consumers spontaneously mentioned tariff uncertainty as reasons for angst for the economy and their personal finances.

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comListen to the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/In today's chat with my friend Stephanie Cannon, we break down financial technology options for travel business owners. We explore the four tiers of financial tracking – from pre-tracking to paying yourself on purpose – and compare the pros and cons of popular tools like QuickBooks, Xero, and Wave. Whether you're a travel hobbyist or strategic travel entrepreneur, understanding your numbers is important for creating cash flow projections and meeting IRS requirements without the headache. Get ready to stop guessing about your profitability and start implementing financial systems today!Get Stephanie's Guide to Choosing the Right Financial Tech: https://withstephaniecannon.com/softwareQuestions this episode answers:What financial tracking tools are best for travel advisors?How can travel advisors separate business and personal finances?Why do travel business owners need financial reporting beyond tax requirements?What financial requirements does the IRS have for travel business owners?How can travel advisors predict commission income and cash flow?What's the difference between CRM systems and financial tracking software?How can travel advisors move from financial survival mode to freedom mode?What financial technology features should travel business owners look for?Why is commission tracking essential for travel advisor financial planning?How can travel entrepreneurs use financial data to make strategic business decisions?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

New auditing requirements SAS145 require nonprofit auditors to consider IT risks in addition to financial risks and mitigation. Learn from Darren Hulem, cybersecurity guru and senior manager in risk advisory at GRF CPAs and Advisors on the new requirements and how they may impact cybersecurity at your nonprofit.Darren also explores and describes other cybersecurity threats that are targeting nonprofits, and best practices to defend against them. Darren is a certified ethical hacker and certified information systems auditor.SAS145 is a statement on accounting standards that provides guidelines on a more holistic view of your risks and defenses that includes IT risks. This is a welcome move since for a decade at least IT risks have been growing in impact on financial crimes targeting nonprofits such as phishing email initiated wire fraud, account compromise, spoofing, and other financial compromises and crimes.Darren provides an overview of the types of risks he sees at nonprofits and some simple steps organizations can take to vastly decrease those risks.  _______________________________Start a conversation :) Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/ email Carolyn at cwoodard@communityit.com on LinkedIn Thanks for listening.

As founder of OC Growth Advisors, Marla works with business owners and their employees to improve focus and processes for growth and greater profitability. She has run several successful organizations, including one she sold in 2015 for 15 times EBITDA. Marla has served on multiple non-profit boards as well as two for-profit Boards. She is also a chapter chair for WPO, Women Presidents' Organization, which is an international organization of women business owners. Marla's clients range from service industries to construction to manufacturing, in the $2 million to $50 million range. Her clients say she helps keep them focused on the business, versus working in the business. Her 14 years in Vistage and 11 years in WPO have trained her to be continuously looking for tools to help the businesses run more efficiently. She wants her clients to enjoy their business until they wish to sell or transition the business to employees or children. Marla is a CPA and an MBA and has taught at Chapman University and UCI. In addition, Marla volunteers to help new or developing businesses succeed. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Wendy Waters, VP of Research Services and Strategy at GWL Realty Advisors, for a deep dive into Canadian real estate strategy during economic uncertainty. Recorded at the Western... The post Resilient Real Estate: Thriving in Turbulent Times with Wendy Waters, GWL Realty Advisors appeared first on Commercial Real Estate Podcast.

In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth.Episode Links:Ellerbrock-Norris: ⁠https://www.ellerbrock-norris.com⁠Ellerbrock-Norris Wealth Strategies: ⁠https://www.ellerbrock-norris-ws.com⁠Christensen Group Insurance: ⁠https://www.christensengroup.com⁠LAUNCH: https://getlaunch.io/Elliot Bassett: ⁠https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515⁠Ryan Brott: ⁠https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a⁠Brandon Schuh: ⁠https://www.linkedin.com/in/brandon-stephen-schuhThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

Asset Diversification Part 2 - Advisors' Roundtable 5-14-25. Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

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

The managing partner at MAI Capital Management discusses his time as a professional basketball player and how that experience helps him connect with and create successful outcomes for clients. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Asset Diversification Part 1 - Advisors' Roundtable 5-13-25. Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Listen to Financial Advisors' Greg Cooley and Bubba Labas discuss the case for diversification and how to combat market volatility.

HOW MANY TEAMS HAVE A SENIOR ADVISOR, AND WHO IS EVEN AVAILABLE? CHUCK FLETCHER IS THE PERFECT EXAMPLE OF WHAT THE SABRES SHOULD BE LOOKING FOR, BUT HE WORKS FOR NJ. WHAT ABOUT BRIAN BURKE? Learn more about your ad choices. Visit megaphone.fm/adchoices

Which of your clients do you actually align with? They might not be the ones who make you the most money, but they're consistent, reliable, and their personalities and goals are similar to yours. In this podcast, I'll walk you through how to identify those clients and attract more of them to your business. Once you know who you want to work with, marketing becomes so much simpler.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How To Attract Ideal Clients To Your Business(00:01:11) Which Clients Align With You?(00:02:47) Attracting Ideal Clients To Your BusinessCONNECT WITH ANDY NEARY

This week's blogpost - https://bahnsen.co/4keLRM3 In this episode of the Thoughts and Money Podcast ('Tom'), host Trevor Cummings and co-host Blaine Carver break down financial planning into three distinctive categories: surplus, steady, and sinking. They discuss how most Americans fit into these categories based on their spending and saving habits. The conversation covers the pros and cons of each financial trajectory, the psychological impacts, and the importance of understanding one's financial status for better planning. Listeners are encouraged to diagnose their financial category with their advisor and explore the risks and opportunities associated with their financial planning. The episode highlights the importance of intentional planning to turn uncertainty into clarity and confidence. 00:00 Introduction to the Podcast 00:19 Surplus, Steady, and Sinking Explained 00:51 Understanding Surplus Retirement 02:46 The Loquat Tree Analogy 04:45 Financial Planning and Surplus Retirement 11:39 Steady Retirement Insights 17:46 Spending Dividends and Interest in Retirement 18:27 The Desire for a Secure Retirement 18:52 The Challenges of a Sinking Financial Strategy 19:46 The Importance of Asset Allocation and Safety Nets 22:01 Understanding Your Financial Trajectory 25:47 Diagnosing and Treating Your Financial Health 31:06 The Role of Advisors in Financial Planning 33:54 Final Thoughts and Encouragement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

Get the full 2 hour interviews with THC+: Subscribe via our website and get the Plus show on your usual podcast apps with a custom RSS feed or at TheHighersideChats.com Subscribe via Patreon, including the full Plus archive, a dedicated RSS feed, Spotify, & payment through Paypal. Subscribe via check, cash, money order, or crypto with the information […] The post Matthew J. Bell | Twilight Language, The Rebirth of Pan, & The Occult Advisors Of The Ruling Class appeared first on The Higherside Chats.

Robert D. Martin comes out of the Christian establishment from places I do not generally have access to, including being on the Board of the Liberty University School of Business, an officer of the Southern Baptist Convention, and working with powerful politicians and financiers. We ended up talking in depth before and after the show on our feelings about God in our lives. Rod is one of the most informed and articulate people I have met on global affairs from a historical and current events viewpoint. He will definitely add to your knowledge about what is going on in the clash between good and evil in the world today. Rod has many insights into the nature of human evil and how it is embedded in our institutions. However, he also expresses hope and details some reasons for hope in the beginning of a rebirth of Christianity in America, especially among younger people.   Rod speaks with amazing clarity and conviction about the most important issues of our day, making this one of my best hours of listening to another person's ideas.   Rod D. Martin, Founder and CEO of Martin Capital and The Rod Martin Report, is an investor, technology entrepreneur, and futurist from Destin, Florida. Fox Business calls him a “tech guru,” Gawker once labeled him a “brilliant nonconformist,” while Britain's Guardian describes him as a “philosopher capitalist.” BlazeTV has named him “one of America's leading public intellectuals.”   Rod was part of PayPal's pre-IPO startup team, serving as special counsel to founder and CEO Peter Thiel and as policy director to former Governor Mike Huckabee. He is active in a variety of charitable and educational endeavors, including service on the Board of Directors of the Center for Security Policy, on the Board of Advisors at the Liberty University School of Business, and as co-founder of the Conservative Baptist Network.     ______   Learn more about Dr. Peter Breggin's work: https://breggin.com/   See more from Dr. Breggin's long history of being a reformer in psychiatry: https://breggin.com/Psychiatry-as-an-Instrument-of-Social-and-Political-Control   Psychiatric Drug Withdrawal, the how-to manual @ https://breggin.com/a-guide-for-prescribers-therapists-patients-and-their-families/   Get a copy of Dr. Breggin's latest book: WHO ARE THE “THEY” - THESE GLOBAL PREDATORS? WHAT ARE THEIR MOTIVES AND THEIR PLANS FOR US? HOW CAN WE DEFEND AGAINST THEM? Covid-19 and the Global Predators: We are the Prey Get a copy: https://www.wearetheprey.com/   “No other book so comprehensively covers the details of COVID-19 criminal conduct as well as its origins in a network of global predators seeking wealth and power at the expense of human freedom and prosperity, under cover of false public health policies.”   ~ Robert F Kennedy, Jr Author of #1 bestseller The Real Anthony Fauci and Founder, Chairman and Chief Legal Counsel for Children's Health Defense.