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    Best podcasts about advisors

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    Latest podcast episodes about advisors

    The Accountability Minute:Business Acceleration|Productivity
    Step #4 to Help You Implement Strategic Thinking

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jul 3, 2022 1:26


    Today we are talking about Step 4 to help you implement strategic thinking, which is control. Control relies on self-reference – a sense of strategic intent and purpose embedded in the minds of managers and employees throughout the organization that guides their choices on a daily basis in a process that is often difficult to measure and monitor from above. This empowers managers and employees to think strategically about their actions and resulting outcomes. Remain aware of the direction your team is headed. This does not mean you should micro-manage, but you, as a leader, should always have an understanding of how the actions of your team affects the future of your business. Look for ways to keep the team focused on the goals. Come up with creative ideas for supporting them, which will help them to remain enthused and go the extra mile. Tune in tomorrow for Step #5 to help you implement strategic thinking in your business. Download my complimentary strategic thinking model, by going to https://www.accountabilitycoach.com/strategic-thinking-model/. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    The Accountability Minute:Business Acceleration|Productivity
    Step #3 to Help You Implement Strategic Thinking

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jul 2, 2022 1:22


    Today we are talking about Step 3 to help you implement strategic thinking, which is to have a managerial role in strategy making. Lower-level managers have a voice in strategy-making, as well as greater latitude to respond opportunistically to developing conditions. In the past, strategic thinking was generally reserved to closed-door meetings with upper management. This method employs feedback with lower-level management, who has direct contact with employees and clients. Learn to work efficiently and effectively. This takes a combination of building the right team, creating the right systems and documenting them, and delegating for optimal results. When your business runs at its optimal level, it's easier to see the positive results of leverage. Tune in tomorrow for Step #4 to help you implement strategic thinking in your business. Download my complimentary strategic thinking model, by going to https://www.accountabilitycoach.com/strategic-thinking-model/. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    Naturalistic Decision Making
    #38: Safety and Human Factors in Healthcare with Terry Fairbanks of MedStar Health

    Naturalistic Decision Making

    Play Episode Listen Later Jul 1, 2022 48:16


    Rollin J. “Terry” Fairbanks, MD, MS, is the Vice President Quality and Safety at MedStar Health, Professor of Emergency Medicine at Georgetown University, and Founding Director of the National Center for Human Factors in Healthcare. A board-certified emergency physician, he practices in the MedStar Washington Hospital Center emergency department. Dr. Fairbanks also holds an academic appointment as adjunct associate professor of Industrial Systems Engineering at the University at Buffalo. He earned a bachelors degree in mathematics and physics and a masters degree in industrial systems engineering/human factors engineering, and after medical school he completed specialty training in emergency medicine, the HRET/NPSF Patient Safety Leadership Fellowship, and Wharton's Physician Leadership Certificate Program at MedStar Health. Trained in safety science prior to entering the medical field, Dr. Fairbanks is also a former paramedic, EMS medical director, and general aviation pilot, he is known for inspiring people to think differently about healthcare's approach to quality, safety, and risk. As a member of the MedStar Health Leadership Team, he is responsible for system-wide quality and safety. Dr. Fairbanks has contributed more than 120 publications to the healthcare quality and safety, human factors engineering and medical literature, and co-edited a book on cognitive systems engineering in healthcare. Dr. Fairbanks has served in many national and international roles, including the National Patient Safety Foundation Board of Advisors, the POLITICO Health IT Advisory Forum, AHRQ Patient Safety Network Technical Expert Advisory Panel, and he is a Health Research and Educational Trust (HRET) Senior Fellow. He has served in advisory roles for the Office of the National Coordinator for Health IT, Pew Charitable Trusts, the American Medical Association, and has held formal consultative roles with the US, Australian, British, and Spanish governments. In 2017, he was listed by Becker's Hospital Review in Top 50 Experts Leading the Field of Patient Safety. View Dr. Fairbanks' publications on PubMed View Dr. Fairbanks' Complete Bibliography Learn more about NDM: NaturalisticDecisionMaking.org Journal of Cognitive Engineering and Decision Making Where to find the hosts: Brian Moon Brian's website Brian's LinkedIn Brian's Twitter Laura Militello Laura's website Laura's LinkedIn Laura's Twitter

    The Accountability Minute:Business Acceleration|Productivity
    Step #2 to Help You Implement Strategic Thinking

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jul 1, 2022 1:19


    Today we are talking about Step 2 to help you implement strategic thinking, which is to have a strategic formulation and implementation. Formulation and implementation are interactive rather than sequential and discrete. This is a more interactive way to strategize and involves multiple levels of managerial roles, providing creative input, and potentially improving the results. Have clear and focused goals and milestones. Once you've written your mission statement, you have the big picture. From there, create smaller milestones or goals that are very focused and specific. Be sure they include target dates. Your entire team should be on the same page in order to be in the highest probability position to achieve all the goals. Tune in tomorrow for Step #3 to help you implement strategic thinking in your business. Download my complimentary strategic thinking model, by going to https://www.accountabilitycoach.com/strategic-thinking-model/. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    Forward Observer Dispatch
    China Condemns Japan's Military Build-Up & Plans to Send Advisors to Taiwan: The Daily SA_01 JUL 22

    Forward Observer Dispatch

    Play Episode Listen Later Jul 1, 2022 38:44


    Service Drive Revolution with Chris Collins
    Express Advisors: Good or Bad?

    Service Drive Revolution with Chris Collins

    Play Episode Listen Later Jul 1, 2022 11:05


    On today's Drive By Chris and Coach Christian answer a call about an update on a Service Advisor who called in a few weeks ago explaining his fellow Service Advisor's failure rate. They also answer a question and help someone at a Honda dealership decide whether he should work for an express advisor or not.     Special Discount on Our OnDemand Training - https://bit.ly/Ondemand-Special-offer Schedule a 15-minute intro call with our team to find out how Chris Collins Signature Coaching can grow your bottom line.  http://bit.ly/CCIschedule Got a question? Call us at 1-833-3-ASK-SDR Grab our best selling books for your team: Your 90-Day roadmap to your best Fixed-Ops month ever starts here: http://bit.ly/ISM_yt Millionaire Service Advisor also includes our 11-step Circle of Trust System: http://bit.ly/MSA_yt Join our Facebook Groups: For Fixed Ops -- http://bit.ly/YTfixedopsgroup For Independent Shop Owners -- http://bit.ly/YTRSOSgroup

    Alpha Exchange
    Andy Constan, Founder, Damped Spring Advisors

    Alpha Exchange

    Play Episode Listen Later Jun 30, 2022 68:02


    Market prices are impacted by a host of forces including changes in the economy, in earnings and in the stance of monetary policy. For Andy Constan, flows carry great import as well. Hitching a ride to Wall Street in 1986 at Salomon Brothers, Andy was part of a group that contributed to the Brady Commission Report, the post-mortem on the calamity that was the '87 stock market crash. In this context, he shares his views on episodes in which flows into or out of an asset disrupted the equilibrium of supply and demand, leading to shocking movements in price. Among them, Andy describes the April 2020 negative price in front month crude, a short-lived but intense dislocation resulting from mechanical ETF flows. In furthering the discussion on liquidity, we explore the 2010 blow-up in the long dated SPX variance swap market, a trade that Andy ranks among the most attractive he has seen in his career, a result of an extreme imbalance in supply and demand. Our conversation then shifts to the present day of risk and the work that Andy is doing at Damped Spring Advisors, a research firm he founded in 2019. On his mind is the market's capacity to adjust to a regime of higher rates, the factors that may leave QT more or less impactful and whether Fed policy ultimately leaves money tight or not. I hope you enjoy this episode of the Alpha Exchange, my conversation with Andy Constan.

    The Accountability Minute:Business Acceleration|Productivity
    Step #1 to Help You Implement Strategic Thinking

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 30, 2022 1:11


    Today we are talking about Step 1 to help you implement strategic thinking, which is to have a vision of the future. Only the shape of the future can be predicted. The past and present have already been set and cannot be changed. Have a vision for your business. This is the basis for all strategic thinking. If you don't know where your business is going, how do you know what to do to get there? Write out a mission statement for your business – remember to think big! What does your ideal life and business would look like? Businesses that achieve great success always have great visionaries behind them. Tune in tomorrow for Step #2 to help you implement strategic thinking in your business. Download my complimentary strategic thinking model, by going to https://www.accountabilitycoach.com/strategic-thinking-model/. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    Why We Plan
    Even Advisors Need an Exit Plan Too

    Why We Plan

    Play Episode Listen Later Jun 30, 2022 22:38


    Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
    Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

    Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

    Play Episode Listen Later Jun 30, 2022 45:39


    While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.

    Advisor Talk with Frank LaRosa
    The More Things Change . . .

    Advisor Talk with Frank LaRosa

    Play Episode Listen Later Jun 30, 2022 16:26


    In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its implications, and the indications that though some things may change in financial services some things continue to remain the same.Topics covered in the conversation include:*the progression of the independent space and how it has driven the need for a W-2 option for advisors attracted to the independent model yet preferring the security of the W-2 space.*the benefits and pay structure impacts of the W-2 model and the advisor specific nature of whether to go 1099 or W-2.*the practice operations flexibility still available to advisors who choose the W-2 option within the independent space.*accounting considerations that matter as it relates to both W-2 and 1099 models.The W-2 models that are emerging in the independent space are not new. And yet, having a W-2 option available is a wise integration for independent firms as 1099 status isn't right for every advisor.Advisors listening will benefit from Frank and Dale's analysis and should use this episode as a checkpoint as to what model will work best for them personally.

    WITWIN
    How to Always Get a Listing Agreement Signed - WITWIN50

    WITWIN

    Play Episode Listen Later Jun 29, 2022 28:31


    Never leave the kitchen table without a signed agreement. We will be covering how to present a solid listing presentation while delivering enough value to allow the seller to -want- to sign the contract. WITWIN (Whatever It Takes, Whenever It's Needed) Presented by The Nett Group Real Estate Advisors. Hosted by Michael Nettemeyer, Geoff King, and Joe Geary. SoundCloud: @witwin-podcast iTunes: bit.ly/witwinpodcast BuzzSprout: www.buzzsprout.com/245962

    The Accountability Minute:Business Acceleration|Productivity
    What is Strategic Thinking - Apply it to Your Business

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 29, 2022 1:33


    The theory of strategic thinking has been gaining steam in the business world. While it follows the same outline as strategic planning, it differs in that it allows more flexibility, greater creativity, and more collaboration among multiple levels of management. Essentially, strategic thinking is a method outlining 5 basic steps: 1. Understanding the implications of strategic actions 2. Holding the past, present, and future in mind in order to make effective decisions 3. Focusing on the goal of the action with the intent of achieving it 4. Combining critical and creative thinking to all decisions 5. “Intelligent optimism,” the ability to respond to good opportunities Each of these steps is categorized into 7 areas. So, over the next 7 days we will explore each of the 7 steps of thinking to help you implement strategic thinking. So, tune in tomorrow for the first step. Download my complimentary strategic thinking model, by going to https://www.accountabilitycoach.com/strategic-thinking-model/. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    The Advisor Lab
    Episode 104: Focusing Your Marketing Strategy to Gain More Traction

    The Advisor Lab

    Play Episode Listen Later Jun 29, 2022 27:21


    We're flipping the script in today's episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring.  Learn more about what we do: www.thesevengroup.com    

    Retirement Answer Man
    When Is It Time to Switch Advisors and More of Your Questions

    Retirement Answer Man

    Play Episode Listen Later Jun 29, 2022 51:33


    If the market outlook has you feeling uncomfortable, you are not alone. This discomfort may cause you to want to change course, but consider that moments of extreme discomfort are often reverse indicators. Extreme discomfort can mean that you are on the right track to grow in a new direction.  On this episode of Retirement Answer Man, I answer your questions about choosing a financial advisor, how to weather tumultuous financial markets, and using a Roth 401K. Learn what you can do in the midst of an uncertain future by pressing play.  Is this the big one? Weathering market downturns can be like weathering a storm. When you are in the thick of it you may wonder if this is the big one that will wreck your home and change your life. Should you just hold on tight and hope that everything will all work out?  No. No one can hold your hand and assure you that your finances will recover. The rules of investing change in retirement The rules of investing when you are in the accumulation period of life don't work the same in when you are decumulating assets.  Since you are nearing or already into retirement you don't have a 40-year investment timeframe to work with, so you may not be around for the next market upswing. You're in a period of life where you will need money from your investments in a short time frame.  This is why you'll need a well-thought-out strategy that can help you to stay agile. As the situation unfolds, you can make little adjustments as needed. Staying agile will help you maintain flexibility and retain agency.  In a situation that feels out of your control, it is important to find ways to retain agency to do what you have to do to control the things that you can. You don't want to feel powerless, so focus on what you can control.  Watch out for false prophets No one can predict what will happen in the future. However, there are many out there that claim that if you follow them they will lead you down the right path.  We have to accept our own uncertainty and refrain from trying to figure it all out. Instead of trying to predict the future or following false prophets, it is important to create a plan that you can follow to actively navigate through these tumultuous waters which will see you through any eventuality. How to know when it is time to switch advisors How can you know if your financial advisor is doing a good job? What are some red flags that indicate that you should reevaluate your relationship with your advisor? One listener is concerned about his financial advisor since they had two misunderstandings in the last two years and is wondering if he change advisors. When researching financial advisors look for a specialist that can advise you through your specific financial situation. Consider whether they have the skillset and expertise to handle the problems and opportunities of your specific situation. Do they focus on what you need? Is your advisor an active thinker that makes decisions or do they simply follow a checklist? Since the decisions that you are making aren't crystal clear, it is important to have a process to think through decisions in an organized manner. Does your advisor help you with this? Do they walk you through the pros and cons of each decision? Is the advisor product-focused or process-focused? If they are product-focused then this is a red flag. Another red flag is if they focus on trying to predict what the markets will do. Since no one can predict the future, it is important to find someone who will focus on the things that are within your control.  Listen in to hear what else you should consider when choosing a financial advisor and when to consider finding a new one.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [3:23] Moments of extreme discomfort are reverse indicators COACH'S CORNER [7:38] Kevin wants to give to the kids while they're still here [12:15] On giving money without strings attached [17:25] Kevin is relearning to show his true colors LISTENER QUESTIONS [19:39] How to know when it is time to switch advisors [34:05] What gives us the confidence that we will recover this time? [41:50] Should Jen switch to a Roth 401K? [48:23] What to use as a yield for net present value calculations TODAY'S SMART SPRINT SEGMENT [50:07] Experiment with digital minimalism for a week Resources Mentioned In This Episode BOOK - The Checklist Manifesto by Atul Gawande Boomer Benefits Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

    Opportunity Zones Podcast
    DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)

    Opportunity Zones Podcast

    Play Episode Listen Later Jun 28, 2022 36:31


    When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products? Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors. Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/

    Unshakeable Influence Podcast
    Martin Rowinski: Corporate Matchmaker

    Unshakeable Influence Podcast

    Play Episode Listen Later Jun 28, 2022 40:16


    Description Martin Rowinski, CEO at Boardsi, born and raised in Warsaw Poland -a global technology pioneer, executive recruitment expert, and international speaker with 25 years of c-level experience. Rowinski created and spearheaded their proprietary software that allows companies to effortlessly search for the most qualified Boards of Directors and Boards of Advisors from a pool of thousands of top executives across the U.S. and internationally. As well he is the author of the book “The Corporate Matchmaker”, which talks about executives and members of the board advisory. Here are some key moments from our conversation: How would you describe what Boardsi does? (4:49) What drew you to do this business? (6:55) What is your “secret sauce” that sets you apart from other firms like yours? (8:25) What are some of the biggest challenges you have faced in getting Boardsi off the ground and to where it is now? (13:55) How are you getting the funnels upfront to get those leads? (16:30) How would you describe your true north as a leader? (18:40) How does your true north inform your leadership decisions? (21:10) How do you attract the right people? (25:45) For your employees, how do you help them stay inspired (30:00) What do you do to recharge and sustain yourself in what I'm sure is a very demanding role? (32:20) If you could take everything you know about leadership and distill it down to one key piece of advice for our listeners, what would that be? (35:50) And what about entrepreneurs specifically, what advice do you have for them? (37:25) Any final thoughts you want to leave the audience with? (38:40)

    The Accountability Minute:Business Acceleration|Productivity
    Tip #20 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 28, 2022 1:23


    Today we are talking about Tip #20 of the 20 tips to help you boost your self-confidence, which is to imagine. Imagination is one of our most cherished possessions. Allow yourself to “think outside the box” (so to speak) and there's no telling where your imagination can take you. Imagine you are the person you want to be and choose to realize that vision. You might consider asking yourself, “What if” ____ was possible? This allows your brain to think of possibilities to help you get to where you want to go in business and in life. Over the last 20 days we have explored 20 tips to help you boost your self-confidence. Which one of these 20 tips will you add into your life to boost your self-confidence and take your business to the next level? Make a list and begin implementing them one at a time. Let me know how else I can be of service to you. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    Lives That Speak
    Galaxy Quest | Andrea Johnson Razzaghi '78 - Ep 13

    Lives That Speak

    Play Episode Listen Later Jun 28, 2022 58:01


    In this episode of the Lives That Speak podcast, Bryan spoke to Andrea Johnson Razzaghi '78, on the vastness of deep space, practicing for failure, the scariest seven minutes in engineering, and why you should always stop and smell the science.The director of the NASA Office of JPL Management Oversight at the Jet Propulsion Laboratory, Andrea has played a significant role in many exciting NASA endeavors over the course of her career. She's worked on missions that have earned the Nobel prize, landed an SUV-sized rover on Mars, helped to unravel the mysteries of the big bang, and discovered planets beyond our solar system, just to name a few. During the Clinton Administration, The White House requested that Andrea serve as a senior policy analyst in the Office of Science and Technology Policy. In that position, Andrea coordinated the activities of the National Science and Technology Council and the President's Council of Advisors on Science and Technology. Prior to her time at NASA, she worked as a Navy contractor. Andrea has won many awards for her service to NASA and the nation and was the 2014 recipient of the Brown University Engineering Alumni Medal and the 2020 Catholic University of America Engineering Distinguished Alumni Award.Video - 7 Minutes of Terror: Curiosity Rover's Risky Mars LandingFollow Sidwell FriendsSubscribe to us on Apple PodcastsSubscribe to us on SpotifyFollow us on FacebookFollow us on InstagramFollow us on Twitter 

    THRIVE For[e]ward
    Ep 98: Things to Consider Before Making a Career Change

    THRIVE For[e]ward

    Play Episode Listen Later Jun 28, 2022 14:03


    Today we are talking about making a career change. Did you know that seven in 10 women are thinking about a career change in the near future? A change that aligns more with the things that are important to them and the values that are important to them, while also creating a level of financial freedom for themselves. Taking that bull by the horns and ownership! So what are the things that you should be thinking about before making one of these career transitions? We're going to be breaking that down in the main part of the podcast today. So if you know somebody, like one of the 7 out of 10 that wants to make a change, please share this episode with them. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

    Simple, but Not Easy
    Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)

    Simple, but Not Easy

    Play Episode Listen Later Jun 27, 2022 36:42


    Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization in financial practices: if you're an investor, how well does your financial advisor know you? And advisors, how much time have you taken to get to know your clients? The conversation, which features Matthew Radgowski and Marta Norton as well as Head of Decision Sciences Ryan Murphy, explores Morningstar's belief that getting personal can be good for investors AND advisors—but it may be more complicated than you think.

    The Accountability Minute:Business Acceleration|Productivity
    Tip #19 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 27, 2022 0:44


    Today we are talking about Tip #19 to help you boost your self-confidence, which is to share. Share your thoughts, feelings, opinions, weaknesses, and strengths with others. They'll admire and respect you for it. Tune in tomorrow for Tip #20 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with short business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    FreshCap Radio
    The Fly Agaric

    FreshCap Radio

    Play Episode Listen Later Jun 27, 2022 74:02


    In this episode of the mushroom show, we talk to Kevin Feeney who is the author of Fly Agaric: A Compendium of History, Pharmacology, Mythology & Exploration. He is an expert on the iconic Amanita muscaria (the mushroom emoji, in case you don't know) and we delve into the fascinating facts and myths about this mushroom, including his personal experience with it's psychoactive effects. Kevin Feeney, PhD, JD, is a cultural anthropologist and lawyer currently working as a Program Director and Senior Lecturer in Interdisciplinary Studies – Social Sciences at Central Washington University. His primary research interests include examining legal and regulatory issues surrounding the religious and cultural use of psychoactive substances, with an emphasis on peyote and ayahuasca, and exploring modern and traditional uses of Amanita muscaria, with a specific focus on medicinal use and preparation practices. His research has been published in the International Journal of Drug Policy, Journal of Psychoactive Drugs, Human Organization, and Curare, among other books and journals. He is a current member of Chacruna's Council for the Protection of Sacred Plants, and recently joined the Board of Advisors for Psyched Wellness, a Canadian health supplements company emphasizing medicinal mushrooms. Timestamps:0:00 Framing the Conversation1:23 Being Drawn to the Mushroom 4:40 Writing the Book on Amanita Muscaria8:37 Poisonous Non-Consumables for Sale (Why Amanitas Were Sold)14:23 What Compounds Live in Amanita, and Why Are They Useful?18:00 The Difference Between Muscimol & Ibotenic Acid25:50 Methods of Preparing Amanita Muscaria31:00 Differences Between Psychoactive Mushrooms (Psilocybe vs Amanita); Where they grow, what they grow on, what the effects are.36:30 Mycophilia vs Mycophobia - The Reputation of The Amanita Genus41:32 The Time-warping Experience of Taking Amanita50:47 Potential Therapeutic Effects of Amanita 57:05 YouTube Community Question 1: Did Vikings Use Amanita Muscaria For Supernatural Strength During Battle?1:02:00 YouTube Community Question 2: Can You Grow Amanita Muscaria?1:05:03 YouTube Community Question 3: Is Repetitive Motion Syndrome a Feature of the Amanita Experience?1:07:27 YouTube Community Question 4: Is the "Reindeer Thing" Legit?1:11:40 Keep an Open Mind Webpage: https://www.researchgate.net/profile/Kevin-FeeneyAmazon Page USA: https://www.amazon.com/Fly-Agaric-Compendium-Pharmacology-Exploration/dp/0578714426/Amazon Page Canada: https://www.amazon.ca/Fly-Agaric-Compendium-Pharmacology-Exploration/dp/0578714426/Thank you for listening! Tell us in the comments what you loved about this interview, and who you would like to see on the Mushroom Show in future episodes.

    The Steve Gruber Show
    Pete Hoekstra, SCOTUS decision to overturn Roe vs Wade

    The Steve Gruber Show

    Play Episode Listen Later Jun 27, 2022 11:00


    Pete Hoekstra was US Ambassador to the Netherlands during the Trump administration. He served 18 years in the U.S. House of Representatives representing the second district of Michigan and served as Chairman and Ranking member of the House Intelligence Committee. He is currently Chairman of the Center for Security Policy Board of Advisors. SCOTUS decision to overturn Roe vs Wade

    DocWorking: The Whole Physician Podcast
    183: The Secret to Less Stress & a Calmer Mind with Dr. Ryan Niemiec

    DocWorking: The Whole Physician Podcast

    Play Episode Listen Later Jun 27, 2022 20:21


    “You catch your breath for two breaths, three breaths, and ask yourself ‘Which of my character strengths do I want to make sure I'm bringing forth?'” -Dr Ryan Niemiec, Psy.D., Bestseller Author, Director, VIA Institute on Character   Today, psychologist Dr. Ryan Niemiec speaks again with Cohost and Lead Coach Jill Farmer about how physicians can practice mindfulness to better manage stress and increase well-being. “The Mindful Pause” is a short, one minute break in your day that can help you become present and awake in daily moments. Want to know where to start? Often, we as healthcare professionals may find ourselves overwhelmed with scheduling, productivity, time management, and other external factors. Dr. Ryan Niemiec shares how you can reclaim your mind, and how this helps to prevent burnout. Different from mediation, Dr. Niemiec ensures listeners that mindfulness is an easy and advantageous practice to add to your daily life. In addition to normalizing the practice of mindfulness, Dr. Niemiec discusses the intersection between character strengths and mindfulness and how their development can benefit you as a clinician.   DocWorking: The Whole Physician Podcast Episodes featuring Dr. Ryan Niemiec: 174: Keys to Flourishing for Physicians with Dr. Ryan Niemiec- https://docworking.com/2022/05/26/character-strengths-flourishing-for-physicians-healthcare-professionals-dr-ryan-niemiec/   Ryan M. Niemiec, Psy.D. is a leading international figure in character strengths that are found in all human beings. As an educator, scientist, and practitioner, Ryan is the education director of the renown VIA Institute on Character, a nonprofit organization in Cincinnati, Ohio, that leads the global advancement of the science of character strengths. Ryan is an award-winning psychologist, annual instructor at the University of Pennsylvania, and author of 11 books, over 100 academic papers, and several-hundred user-friendly articles. His books include the bestselling consumer book, The Power of Character Strengths, the popular stress workbook The Strengths-Based Workbook for Stress Relief, the 2020 workbook The Positivity Workbook for Teens, and Positive Psychology at the Movies. He's also author of the two leading practitioner-focused books in positive psychology – Character Strengths Interventions and Mindfulness and Character Strengths. The latter book contains the evidenced-based program he founded, Mindfulness-Based Strengths Practice (MBSP), used by practitioners and researchers across the globe. He created VIA's first character strengths certification program – MBSP Certification – in 2021.   His research areas include character strengths, MBSP, positive interventions, peace psychology, nature/environment connection, spirituality, life meaning, disability, and positive health.   Ryan has been interviewed by a number of luminaries including the legendary Larry King in 2020. He's given over 1,000 presentations on positive psychology topics, including a character strengths world tour in 2009-2010, a TEDx talk in 2017, a speaking tour of Australia, a keynote at a Harvard conference, and invited keynotes and workshops at conferences across the globe. He is Fellow of the International Positive Psychology Association (IPPA) and serves on their Council of Advisors. He is co-founder and president of the Spirituality/Meaning Division of IPPA.   Ryan lives in Cincinnati with his wife and three young, zestful children. His highest strengths are hope, love, honesty, fairness, spirituality, curiosity, and appreciation of beauty. Ryan's hobbies include playing tai chi, chess, basketball, and guitar; watching Michigan State athletics and The Walking Dead, and collecting vintage and rare Pez dispensers.     Find full transcripts of DocWorking: The Whole Physician Podcast episodes on the DocWorking Blog  The past few weeks have been busy at DocWorking! We have been working behind the scenes to add even more CME credits to the THRIVE memberships.    Let your CME budget help you prioritize your own wellness so you can get on with living your best life on your own terms, as defined by you, with DocWorking THRIVE.   You can take the first step today by taking our 2 Minute Balance to Burnout Quiz! Where are you on the Balance to Burnout Continuum? Take the quiz and find out today!   DocWorking empowers physicians and entire health care teams to get on the path to achieving their dreams, both in and outside of work, with programs designed to help you maximize life with minimal time.   Are you a physician who would like to tell your story? Please email Amanda Taran, our producer, at podcast@docworking.com to be considered.   And if you like our podcast and would like to subscribe and leave us a 5 star review, we would be extremely grateful!   We're everywhere you like to get your podcasts! Apple iTunes, Spotify, iHeart Radio, Google, Pandora, Stitcher, PlayerFM, ListenNotes, Amazon, YouTube, Podbean   You can also find us on Instagram, Facebook, LinkedIn and Twitter.    Some links in our blogs and show notes are affiliate links, and purchases made via those links may result in payments to DocWorking. These help toward our production costs. Thank you for supporting DocWorking: The Whole Physician Podcast!   Occasionally, we discuss financial and legal topics. We are not financial or legal professionals. Please consult a licensed professional for financial or legal advice regarding your specific situation.   Podcast produced by: Mara Heppard

    Wolfe Admin Podcast
    iCare Advisors with Dr. Eric Baas and Dr. Robert Steinmetz

    Wolfe Admin Podcast

    Play Episode Listen Later Jun 27, 2022 57:30


    Today on the podcast, I am joined by Dr. Eric Baas and Dr. Robert Steinmetz who are the co-founders of their consulting company, iCare Advisors. iCare Advisors have successfully helped over 250 eye care practices with their cold starts. They focus solely on private practice creation and laying the groundwork for a successful, profitable practice from day one. iCare Advisors believe in personal interaction to better understand their clients' needs and practice environment. We had an awesome discussion about their consulting conception and all the things they are doing to help their clients.  Show Sponsors: CooperVision MacuHealth Connect with iCare Advisors here on LinkedIn! 

    The Accountability Minute:Business Acceleration|Productivity
    Tip #18 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 26, 2022 0:47


    Today we are talking about Tip #18 to help you boost your self-confidence, which is to be honest. Being honest with yourself and those around you can be very rewarding. Being honest with yourself is accepting who you are – faults and all. Being honest with others is a confidence boost because it instills trust. Tune in tomorrow for Tip #19 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    The Accountability Minute:Business Acceleration|Productivity
    Tip #17 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 25, 2022 0:59


    Today we are talking about Tip #17 to help you boost your self-confidence, which is to embrace change. People who lack self-confidence fear change. Remind yourself that change is a part of life and that the outcome of most change is positive. Embrace the joy and sense of achievement you'll feel when you have stepped outside your comfort zone. You can listen to several episodes I've done on embracing change, if this might be an issue for you to grow and accelerate your results. Tune in tomorrow for Tip #18 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    Landaas & Company Money Talk Podcast
    Money Talk Podcast, Friday June 24, 2022

    Landaas & Company Money Talk Podcast

    Play Episode Listen Later Jun 24, 2022 23:33


      Landaas & Company newsletter  June edition now available. Advisors on This Week's Show Kyle Tetting Steve Giles Chris Evers (with Max Hoelzl, Joel Dresang, engineered by Kevin Lofy) Week in Review (June 20-24, 2022) Significant Indicators & Reports Monday Markets closed in observance of Juneteenth Day Tuesday The National Association of Realtors blamed rising mortgage rates in part for the fourth consecutive decline in existing home sales in May. The seasonally adjusted annual rate sank 3.4% to 5.4 million houses, down 8.6% from the year-earlier pace. The trade association said sales levels were back to where they were in 2019 and the balance between sales of houses and condominiums suggested a slowdown in the pandemic trend of urban dwellers moving to suburbs. Even with falling sales, the inventory of houses on the market was about half of what's considered enough to be sustainable. Because of tight supply, the median sales price rose nearly 15% from May 2021 to $407,600, the 123rd month in a row of year-to-year increases. Wednesday No major reports Thursday The four-week moving average for initial unemployment claims continued to rise, up for the 11th week since hitting a record low in early April. The Labor Department reported that the average level of new claims was at its highest point since January, though it was still 40% below the 55-year average. Another measure, the moving average of insured unemployment, reached a 52-year low. About 1.3 million Americans claimed  unemployment insurance benefits in the latest week, up 1% from the week before but down from 14.8 million the year before. Friday The Commerce Department and Department of Housing and Urban Development said the annual rate of new home sales rose 10.7% in May, the first gain in five months. The sales pace of 696,000 new houses was down 5.9% from May 2021, just above the level entering the pandemic and near where it was just before the Great Recession. The supply of new houses for sale rose to the highest point since April 2008, and the median sales price rose to a new high of $449,000, up 15% from May 2021. The University of Michigan's consumer sentiment index fell to its lowest mark ever in June. The survey-based gauge measured 50, down from 58,4 in May and 85.5 in June 2021. Consumers continued to cite inflation as their chief concern, with 47% blaming it for lowering their standard of living. During the Great Recession, a record 48% made that claim. Consumers expressed more confusion over long-term price increases than at any time since 1991. Even so, they forecast inflation to settle at 3.1% in the long run, which was consistent with the range in the last 10 months of surveys. MARKET CLOSINGS FOR THE WEEK Nasdaq – 11608, up 809 points or 7.5% Standard & Poor's 500 – 3912, up 237 points or 6.5% Dow Jones Industrial – 31504, up 1615 points or 5.4% 10-year U.S. Treasury Note – 3.13%, down 0.11 point Send us a question for our next podcast. Not a Landaas & Company client yet? Click here to learn more. More information and insight from Money Talk Money Talk Videos Follow us on Twitter. Landaas newsletter subscribers return to the newsletter via e-mail.

    Federal Drive with Tom Temin
    CISA advisors recommend agency cut onboarding time to 90 days

    Federal Drive with Tom Temin

    Play Episode Listen Later Jun 24, 2022 18:29


    The Cybersecurity and Infrastructure Security Agency needs to move with more speed and urgency when it comes to talent management. That's the conclusion of CISA's Cybersecurity Advisory Committee. CISA is now considering a suite of recommendations from the committee on recruiting and hiring. For more, Federal News Network's Justin Doubleday.

    The Accountability Minute:Business Acceleration|Productivity
    Tip #16 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 24, 2022 0:58


    Today we are talking about Tip #16 to help you boost your self-confidence, which is to negotiate rather than negate. A difference of opinion or a misunderstanding does not have to end in an all-out brawl. Employ a self-confident approach by negotiating a tense situation rather than arguing and fighting needlessly. We can have a difference of opinion and still be professional and work together. Tune in tomorrow for Tip #17 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    TheNAVigator
    CEF Advisors' Scott: No time like the present for tax-loss sales

    TheNAVigator

    Play Episode Listen Later Jun 24, 2022 9:56


    John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, returns to The NAVigator to answer questions frmo listeners, including one on whether it makes sense to do tax-loss selling now rather than waiting for the traditional period for making swaps at the end of the year. Scott recommends closed-end fund investors tap their "tax assets" when they are valuable, and losses in today's market can be turned into a benefit easily. Scott also answers a question on the slow speed of recovery in the energy sector, and gives his take on how the across-the-board pullback is affecting different sectors of closed-end investments and how recovery has occurred after previous downturns.

    808 Podcast
    #335 Jared Oehring - Oehring Advisors

    808 Podcast

    Play Episode Listen Later Jun 23, 2022 8:39


    Jared Oehring the President of Oehring Advisors shares What questions should you ask a Chief Technology Officer during an interview? Get more info at https://www.OehringAdvisors.com/

    The Accountability Minute:Business Acceleration|Productivity
    Tip #15 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 23, 2022 0:55


    Today we are talking about Tip #15 to help you boost your self-confidence, which is to say “why not” instead of “why”. Boosting your self-confidence often requires that you step outside your comfort zone. Instead of asking “why?” ask “why not?” The opportunities that arise when you say “why not” can often far outweigh the risks. You look at possibilities when you are asking yourself, Why Not? Tune in tomorrow for Tip #16 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    WITWIN
    The One Pillar You Need to Grow Your Business - WITWIN49

    WITWIN

    Play Episode Listen Later Jun 23, 2022 15:47


    Maybe you've been thinking about starting your own business, or maybe COVID slowed you down, and you are looking to revamp, maybe you had a family event you needed to deal with and it took you away from your business, and now you want to relaunch. Whatever the case may be, if you want to get your business going and I mean really going, and not just have a good month then panic, because you don't know where the next sale is coming from, I'm talking about having an abundant business that thrives regardless of the economy, regardless of a pandemic, regardless of any outside factors. If this is what you want, you need to understand that you are a salesperson first. WITWIN (Whatever It Takes, Whenever It's Needed) Presented by The Nett Group Real Estate Advisors. Hosted by Michael Nettemeyer, Geoff King, and Joe Geary. SoundCloud: @witwin-podcast iTunes: bit.ly/witwinpodcast BuzzSprout: www.buzzsprout.com/245962

    Consumer Finance Monitor
    A Look at the Joint Community Reinvestment Act Proposal Issued by the OCC, FDIC, and Federal Reserve Board, with Special Guest Kenneth Thomas, President of Community Development Fund Advisors, LLC

    Consumer Finance Monitor

    Play Episode Listen Later Jun 23, 2022 54:36


    Mr. Thomas is widely-viewed as the nation's leading CRA expert and has advised federal regulators on CRA reform. After reviewing CRA's origins and purpose, we discuss how the new proposal differs from the OCC's rescinded 2020 final CRA rule and the current CRA rules, including the proposal's higher asset threshold for small banks and approach to assessment areas, how industry and consumer groups have reacted to the proposal, and next steps and possible timetable for issuance of final rules. We also discuss state efforts to enact CRA-like laws and the concept that the CFPB should have a role in approving bank mergers. Alan Kaplinsky, Ballard Spahr Senior Counsel, hosts the conversation joined by Scott Coleman, a partner in the firm's Consumer Financial Services Group.

    Between Now and Success
    Values-Based Financial Planning with Natalie Taylor

    Between Now and Success

    Play Episode Listen Later Jun 22, 2022 60:48


    What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about "what's the money for" and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life. Note: This episode is an excerpt from one of the monthly members-only Learning Hours at ROL Advisor. If you'd like to learn more about the Return on Life philosophy and explore becoming a Life-Centered Financial Planner, go to https://www.roladvisor.com. Guest: Natalie Taylor, a Certified Financial Planner™ and Behavioral Financial Advisor™.

    Naturally Surviving
    160. How To Switch Dissertation Advisors With Dr. Alexandria Pech

    Naturally Surviving

    Play Episode Listen Later Jun 22, 2022 26:12


    Dr. Lacy talks with Dr. Alexandria Pech about her experiences finishing her dissertation and how she was able to switch dissertation advisors.   Join the Finish Your Dissertation Program:   https://qualscholars.com/   Listen to the Happy, Free, and Paid Podcast:    https://marvettelacy.com/podcast/   Follow along on Instagram:   https://www.instagram.com/marvettelacy/   Join the discussion on Facebook:   https://www.facebook.com/groups/qualitativedissertationsmadesimple

    The Accountability Minute:Business Acceleration|Productivity
    Tip #14 to Help Boost Your Self-Confidence

    The Accountability Minute:Business Acceleration|Productivity

    Play Episode Listen Later Jun 22, 2022 0:57


    Today we are talking about Tip #14 to help you boost your self-confidence, which is to be authentic. Understand that the person you are is real and authentic. Don't attempt to be someone who makes you feel uncomfortable. Take pleasure and comfort in being exactly who you are. If you are uncomfortable, people will notice it and feel the discomfort. People want to work with people who they trust and are real. Tune in tomorrow for Tip #15 to help you boost your self-confidence. If you get value from these Accountability Minutes, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Subscribe to my high-value proven business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

    The Insider Travel Report Podcast
    How ASTA Is Lobbying for Travel Advisors in Washington Today

    The Insider Travel Report Podcast

    Play Episode Listen Later Jun 22, 2022 9:40


    Zane Kerby, president and CEO of the American Society of Travel Advisors (ASTA), talks with James Shillinglaw of Insider Travel Report about ASTA's plans for Legislative Day (June 22) when travel advisors head to Capitol Hill in Washington, D.C., to promote legislation that will help their businesses. Kerby also details some encouraging results from ASTA's most recent surveys about the market for travel today and talks about the recent challenges faced by airlines. For more information, visit www.asta.org. If interested, the original video of this podcast can be found on the Insider Travel Report Youtube channel  or by searching for the podcast's title on Youtube. 

    Internal Use Only
    Trends Impacting Advisors & Wholesalers ft. Penny Phillips

    Internal Use Only

    Play Episode Listen Later Jun 22, 2022 47:45


    Penny Phillips, Co-Founder and President  of Journey Strategic Wealth, has an exten