Podcasts about Advisory

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Navigating market volatility in retirement requires more than the traditional 60/40 portfolio. This episode explores three critical risks every retiree must address to maintain financial security through changing market conditions.The first is sequence of return risk, which can devastate a portfolio if early withdrawals align with a downturn. Listen to James share his concept of "Root Reserves", setting aside five years of stable investments to provide protection during turbulent periods without selling at a loss.The second is inflation risk. Even modest 3% inflation can nearly triple the cost of living over a typical retirement. This makes growth investments essential, even for conservative retirees, to preserve purchasing power across decades.The third is behavioral risk. There is an emotional side of investing is often overlooked. Understanding personal comfort with volatility is just as important as the numbers. Different types of fixed income play different roles, from providing liquidity to acting as portfolio ballast during market stress.By analyzing cash flow needs, time horizon, and risk tolerance, retirees can create a portfolio built to weather any financial storm.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

In this episode of the Investor Fuel Podcast, host Michelle Kesil speaks with Evans Gedeon, a fractional CFO and real estate development advisor. They discuss Evans' dual business model, focusing on fractional CFO services for contractors and real estate development advisory. Evans shares insights on how he helps clients increase profitability, the importance of technology in his business, and his future goals for scaling. He emphasizes the value of building relationships and serving the community, particularly in the real estate sector.     Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Are you working longer than you need to because of a retirement planning mistake? One of the biggest misconceptions is assuming you will spend the same amount every year in retirement. The reality is different, and understanding it could change when you retire.Experts call it the retirement smile. In your “go-go years” (65–75), spending is highest. Travel, hobbies, and experiences often run $60,000 to $65,000 a year for the average household. In the “slow-go years” (76–85), spending usually drops to $50,000 to $55,000 as travel slows down. Then come the “no-go years” (86+), where overall expenses dip but healthcare costs rise, creating the curve that completes the smile.At Root Financial, many of our clients with $1.5 to $3.5 million in assets might spend $150,000 to $200,000 early on, adjust to $100,000 to $150,000 mid-retirement, and later see healthcare push costs back up to $150,000 to $250,000. The lesson is clear. Planning with a flat budget often means you are overestimating your needs, delaying retirement, or underspending when you could be living more fully. A flexible withdrawal approach, starting around 5 percent, creates freedom while protecting long-term security.Do not let financial fear rob you of retirement joy. Whether it is traveling to the World Cup or simply extending family vacations, understanding your retirement smile can help you step into retirement with confidence and peace of mind.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Retirement planning is often framed as a numbers game where you can get lost in focusing on maximizing your 401(k), minimizing taxes, and chasing investment returns. But financial security alone doesn't guarantee fulfillment. The bigger challenge many retirees face is psychological, not financial.The transition from decades of work into retirement often sparks an identity crisis. A career provides structure, purpose, and community—when it's gone, retirees can feel adrift. Without clarity on what truly matters, it's easy to copy someone else's blueprint for retirement and end up feeling unfulfilled.As Morgan Housel points out, without a clear definition of happiness, people mimic those who appear successful. We can o measure success in houses, cars, or vacations. Yet those measures don't guarantee joy. The key is asking the right questions: Which relationships matter most? What brings genuine purpose? How do you want an ordinary Tuesday morning to look?One revealing exercise highlights these priorities: imagine receiving $25,000 that must be spent in a week. The choices made often uncover what really matters and form the foundation for a retirement vision that feels authentic.When that vision is clear, financial strategies can support your goals, whether you dream of world travel or your ideal life routine at home.Retirement isn't just an ending; it's the start of a more authentic chapter.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden dive into the world of financial advice driven by Artificial Intelligence.  Computers are becoming more and more sophisticated and nuanced in their ability to answer questions and provide advice and information on a wide range of topics.  Can we rely on AI for good financial advice? In this episode we walk through: Current uses of AI in financial advising including sophisticated note taking and answers to questions based in facts. For example, what is the 401k contribution limit in 2025? We also talk about some of the limits of AI in this world. One of the biggest factors is not knowing what information to provide in order to get a good output. For example, if you forget to prompt for inflation, would that be included in an answer regarding retirement readiness? Financial advice can also be very nuanced and influenced by individual goals, how much risk a person can tolerate, compromises between partners, and personal experiences. It's hard for a computer to know you well enough to take those things into consideration. In short, artificial intelligence may be helpful to solve some of the factual and math questions in finance, but it doesn't seem like we are there yet with the personal side of things.  Which is a very big part of planning!  Listen to the full episode to hear more about ways that AI may be able to help in plan, and areas where it may struggle a bit. For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

Is it different this time? Cam Harvey rejoins Mike Green and Harley Bassman to discuss the inverted yield curve, the market impact of passive investing, and more. For more information, visit https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

What if the secret to keeping up with rapid change isn't just better strategy—but joining the right ceo peer advisory or networking groups? In a world where technology is evolving faster than organizations can adapt, you need more than just headlines to guide your decisions. This episode dives into how networking groups for CEOs and executives create the conversations, connections, and peer learning that help leaders stay ahead of disruption. Alan Murray—former CEO of Fortune Media and now leading the Wall Street Journal's Leadership Institute—shares why these groups are becoming essential for tackling today's toughest challenges. Here's what you'll take away: How networking groups provide real-time insights into AI, geopolitics, and workforce shifts that no report can match. Why connecting with peers outside your company helps you solve problems faster and see blind spots sooner. The specific ways top executives use networking groups to strengthen leadership and drive business transformation. Listen now and learn how the right networking group can give you the clarity, confidence, and edge to lead in uncertain times. Check out: [12:45] – Alan Murray explains why large organizations struggle to adapt as fast as technology and how networking groups help close that gap. [28:10] – A candid look at how CEOs are using networking groups to navigate AI adoption, geopolitics, and supply chain risks. [44:30] – The future of leadership: how peer exchange and networking groups shape smarter strategies for today's unpredictable business environment. About Alan Murray Alan Murray is the former CEO of Fortune Media. He oversaw the business and editorial operations of the independent media company and is known for expanding its digital and conference franchises. Until April 2024, Murray also wrote a closely-read daily newsletter for Fortune, CEO Daily. Prior to joining Fortune in 2015, Murray led the rapid expansion of the Pew Research Center's digital footprint as president of that organization. Before that, Murray was at the Wall Street Journal for many years, serving as deputy managing editor, executive editor online, Washington bureau chief, and author of the Political Capital and Business columns. He served for several years as Washington bureau chief for CNBC, and cohost of the nightly show Capital Report. He is the author of multiple books, including Showdown at Gucci Gulch: Lawmakers, Lobbyists, and the Unlikely Triumph of Tax Reform.

A retirement story that challenges everything you thought you knew about what's possible in your golden years.Meet Michael and Lisa: a couple in their early sixties with $2 million saved who are worried about running out of money too soon. Their initial plan looked bleak, but three simple adjustments reshaped their retirement outlook without working longer or cutting back on their lifestyle dreams.The shift came from questioning assumptions. Instead of projecting first-year expenses forever, they recognized that travel-heavy budgets don't last into their 80s and 90s. Pair that insight with a portfolio tailored to their situation, not arbitrary rules, and a smart Roth conversion strategy, and their success probability jumped from 32% to 74%.The real takeaway isn't just the numbers. These strategies are accessible to anyone. Retirement planning works best when expenses evolve with time, portfolios reflect personal circumstances, and taxes are managed proactively.Your retirement might be closer than you think. Let's explore how the right adjustments can turn uncertainty into confidence.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

On today's episode, Dan Crowley speaks with Nicole Smith, Certified Franchise Executive for the Doxa Talent Philadelphia. As a former customer and now Franchise Executive for Doxa, Nicole provides great insight to the virtual assistant industry. With the cost of labor rising in the United States, this conversation is super useful for anyone looking to outsource and improve their administrative (or other) duties. This podcast is sponsored by Herbein and Company, Inc. Herbein + Company, Inc. is a leading CPA advisory firm, creating impact nationally and locally since 1972. We build value through exceptional service and innovative solutions, and provide client-focused accounting, tax, advisory, HR consulting, wealth management, and risk management services.  We offer a wide range of strategic advisory services, including outsourced accounting and finance through our On-Demand Accounting & Advisory group and business valuation services through our Management Advisory group.   Let's talk. Fill out our contact form and we'll follow up to explore how Herbein can help your business move forward.

423: Ryan's recap on the old switcheroo, finding a good workflow, addressing good questions about questionable government action as a government/politics teacher, the weird chicken-or-egg scenario with permission slips, and more! Patreon: www.patreon.com/classroombrew Instagram: www.instagram.com/classroombrew

Issuing convertible derivatives can be a great way for companies to raise capital, but issuance can be complex and daunting. Today's guest, Syed "Raj" Imteaz, has made a career out of demystifying that process.Raj is the head of ICR's Convertible and Equity Derivatives Advisory. During his career at ICR, Barclays and Lehman Brothers, he has worked on more than 200 convertible and equity derivatives transactions, totalling over $125 billion in deal value. Raj joins us to discuss the state of the convert market, the importance of receiving unbiased advice, and the incredible ROI he and his team are able to provide clients.Highlights:The importance of convertible and equity derivatives advisors (2:24)How Raj's team helps companies save money (4:16)The power of the ICR platform (7:16)The importance of unbiased advice (11:50)What's behind the booming convert market? (15:09)Why some firms shy away from converts (18:13)Factors influencing the future convert market (20:18)Links:Syed "Raj" Imteaz LinkedInICR Convertible and Equity Derivatives AdvisoryICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Lime Fresh Mexican Grill CEO Patrick Fore joins Fast Casual Nation hosts Paul Barron and Cherryh Cansler to discuss the brand's dramatic transformation, including a 30% menu overhaul, innovative partnerships with artisanal brands like Tabanero hot sauce, and ambitious franchise expansion plans targeting 50 units over two years. Fore reveals how the 21-year-old concept is winning Gen Z customers through strategic scarcity, reintroduced hospitality roles, and their successful Florida Panthers partnership that's driving major growth in non-traditional venues.#FastCasualNation #LimeFresh #RestaurantFranchiseGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI's impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm's services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant's Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for Accounting Firms 39:08 Embracing AI and Future Opportunities Key Takeaways: Understand the evolution of accounting software from manual ledgers to cloud-based systems and AI-driven automation. Identify practical use cases for AI in accounting, such as pattern recognition for data analysis and variance analysis. Overcome reluctance to adopt new technology by viewing AI as a tool to augment, not replace, human expertise. Recognize the importance of developing wisdom and critical thinking skills to guide AI-driven processes. Explore how NetGain Solutions helps accounting professionals integrate AI to streamline workflows and improve client services. Featured Quotes: Chris Miller “The skill of the future is going to be: How do I organize my digital assistants, my digital army of AI, to orchestrate what is happening inside of the system to do the journal entries that we do.” Chris Miller “What I need to do is treat AI as the most eager, smart, willing to help junior accountant I've ever had on my staff. But they're also over eager.” Roger Knecht “We're not so much going to be involved with the actual recording of the entries. We're going to be involved in the workflows as to how those get recorded.” Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You can learn more about how Netgain helps businesses of all shapes and sizes become more confident, agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights at www.Netgain.tech   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your financial security.Claiming isn't one-size-fits-all. Protecting a spouse, guarding against longevity risk, or maximizing investments each call for a different approach. Traditional breakeven analyses often miss key factors like the opportunity cost of using investments while waiting for benefits.Spousal and survivor benefits can be game-changers—especially for couples with different earning histories. Even divorced individuals from long marriages may have powerful options.Taxes add another layer. Up to 85% of your benefits can be taxable, but with smart planning, that burden can shrink. And if you work while claiming early, your benefits may be reduced, erasing the advantage.Most importantly: retiring and claiming benefits are separate decisions. Your Social Security continues to grow whether you work or not, creating opportunities for better coordination across income sources and better after-tax income.Discover how mastering these Social Security secrets can transform your retirement strategy and your peace of mind.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

In this episode of Widow Wisdom and Wealth, Donna interviews Marie Alessi, who shares her journey into widowhood and how she has navigated the complexities of raising two boys while dealing with profound loss. Marie discusses her mission, her books, and her TED Talk, emphasizing her unique approach to leading through grief with joy. Marie recounts pivotal moments, including a crucial conversation with her late husband, the emotional struggles following his sudden death, and the support that helped her find a new purpose. Now a bestselling author, keynote speaker, and grief coach, Marie offers inspiration on embracing joy in the face of grief. The episode highlights Marie's upcoming speaking engagement at the Sydney Opera House and provides insights into her movement, Loving Life After Loss.   00:00 Introduction to Marie Alessi 01:13 Marie Alessi's Background and Personal Loss 03:17 The Pivotal Conversation and Its Impact 06:15 Practical Steps and Challenges Post-Loss 10:25 Marie Alessi's Career and Mission 11:28 The Early Days of Grief 19:08 Turning Grief into Empowerment 23:52 Creating a Movement: Loving Life After Loss 27:47 Conclusion and Future Endeavors   Connect with Marie: https://www.linkedin.com/in/marie-alessi https://www.facebook.com/MarieAlessiPublicFigure https://www.mariealessi.com/     Connect with Donna:

The education sector sits at the heart of so many communities.And yet they're facing a lot of change.From generational to demographic and technological - all these trends are shaping the future of education.In this week's episode, our podcast producer, Holly Schaaf, sits down with McCrindle's Director of Advisory and podcast host, Ashley Fell, to talk about how thriving schools stay ahead of change.

Struggling to get your spouse involved in retirement planning?You are not alone. Many financially-minded partners lose their spouse's attention by jumping straight into 401(k) allocations or tax strategies. The result is glazed eyes and little engagement.This approach works differently. Start with powerful, open-ended questions that spark curiosity and connection. Ask things like “What does your perfect retirement day look like?” or “If we had to spend $150,000 this year, how would you want to use it?” These prompts bypass resistance and lead to meaningful conversations about dreams, priorities, and lifestyle.When you know whether your partner envisions constant travel or staying close to home, or whether they fear losing purpose more than running out of money, you can build a plan you both believe in. Lifestyle clarity comes first. The numbers follow naturally.Retirement planning is not just about financial optimization. It is about creating a shared vision for the years ahead with the person who matters most. Try these questions with your partner and watch the conversation shift from spreadsheets to shared dreams.Visit earlyretirementpodcast.com to share your results or explore tools for building a plan that works for both of you.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Farmers are gearing up for the harvest, and that means it’s go-time for equipment prep. For some, that includes picking up used machinery at auction. Matt and Jim Gavin of Gavin Bros Auctions in Reedsburg tell Ben Jarboe that demand is strong and prices have held steady. More farmers are focusing less on brand loyalty and more on value. Today's Compeer Financial Ag Weather Update calls for a frost advisory before a warm-up, says Stu Muck. The apple harvest is rolling along at Sunrise Orchards in Gays Mills. Owner Brent Seiser tells Kiley Allan that while frost can be a challenge in both spring and fall, especially for late-harvested apples, this season is shaping up nicely. Have what it takes to be a Master Meat Crafter? Applications are open. Also, UW-River Falls students and staff spent some time in Thailand promoting Wisconsin dairy. You can also be a part of the love for Wisconsin dairy through the Art of Cheese Festival! This features a variety of cheese-themed events, including hands-on workshops, creamery tours, an artisan cheese fair, and cooking demonstrations, alongside culinary excursions and a large-scale cheese ball, Jessica Pralle-Trimner tells Pam Jahnke.See omnystudio.com/listener for privacy information.

In Episode 3 of this 6-part series, Rob Brown explains why the biggest shift accountants must make is in mindset. Advisory is not a service line. It is a way of thinking.Compliance asks “what happened.” Advisory asks “what's next.” And only one of those roles has a future. Rob shares the evidence, the 5 advisory skills AI cannot replace, and a practical playbook for developing the mindset that keeps you relevant.This series is not about firms. It is about you — your visibility, your relevance and your survival.Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.**Key Takeaways*** Compliance is backward looking. Advisory is forward looking* AI can report but cannot advise* Middle management is shrinking; influence is growing* 5 skills AI cannot replace: curiosity, acumen, communication, entrepreneurial thinking, influence* Advisory is a mindset before it's a service line* Episode 3 of 6: The Accountant's Survival Guide**Killer Quotes*** “Compliance asks what happened. Advisory asks what's next”* “Advisory is not a service line. It is a mindset”* “Technical competence without presence is expendable”* “Middle management is shrinking. Influence is growing”* “Only one of these roles has a future”Want help becoming more visible and authoritative? Explore Rob Brown's Personal Brand Interview service.The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/bcnY6ke9sOc◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Most retirement plans focus on money alone, but the equation is incomplete without factoring in healthspan. Lifespan is how long someone lives, but healthspan is the number of years spent in good physical and cognitive health. The gap is significant. The average American lives to 77, but healthspan often ends around 66.This creates a retirement paradox. Many professionals work into their mid-60s to maximize Social Security and retirement accounts, only to discover declining health limits the freedom they saved for. The financial benefits of working longer are measurable, but the hidden costs are just as real: strained relationships, stress-related health problems, and missed life experiences.True retirement planning goes beyond asking “Can I afford to retire?” The real question is “What is the cost of not retiring?” For those financially secure, continuing in a stressful job can shorten healthspan and diminish quality of life.The hardest retirement stories are not about running out of money. They are about running out of health before enjoying the freedom that was earned. A strong plan considers both financial security and healthspan, ensuring not just wealth in later years, but the ability to create memories when they matter most.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

In this episode of Delivering the Deal, Jeff Black sits downwith Dharmendra Singh, CEO of MergerWare, and Dhruv Mehra, Partner in Mercer's M&A Advisory practice, to explore how the Mercer–MergerWare alliance is transforming M&A deal management.Discover how innovative technology combined with human capital expertise streamlines complex integrations, accelerates decision-making, and maximizeslong-term value—especially in multi-country, high-stakes mergers. Tune in to learn real-world insights and best practices for navigating the future of deal execution.

WXPR News for 9-5-25

What happens when growth changes a company?We've all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special?At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion never overshadows client experience or team wellbeing. That's why we recently lowered our minimum investment from $2M to $1M. It wasn't a quick decision. It came after expanding our team to ensure service stays exceptional.Like Patagonia, we measure success by more than profit. For us, it's about advisor engagement, client satisfaction, and building a place where our team wakes up energized to serve.If you're curious how companies can grow without losing their soul, we'd love to hear what brands you feel most connected to and why. - Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

What are the limits of presidential power? How many days has it been since President Trump's TikTok ban moratorium went into place? What is the state of the conservative legal movement? And where did former FIRE president David French go on his first date? French and Sarah Isgur of the popular legal podcast “Advisory Opinions” join the show to answer these questions and discuss the few free speech issues where they disagree with FIRE. Timestamps:  00:00 Intro 02:18 Origin story of “Advisory Opinions” 08:15 Disagreements between FIRE and AO 15:04 Why FIRE doesn't editorialize on the content of speech 24:27 Limits of presidential power 43:30 Free speech, the dread of tyrants 51:01 The prosecution of political figures 58:01 Cracker Barrel 01:00:09 State of the conservative legal movement Enjoy listening to the podcast? Donate to FIRE today and get exclusive content like member webinars, special episodes, and more. If you became a FIRE Member through a donation to FIRE at thefire.org and would like access to Substack's paid subscriber podcast feed, please email sotospeak@thefire.org.

Jeff Gigante, founder of Next Level Brands, joins Restaurant Masterminds to share how his Tampa-based restaurant group generates nearly $40 million with just three locations through "laid-back luxury" hospitality. Learn his strategies for employee retention (4.5 weeks vacation for all leaders), community integration, technology adoption challenges, and expansion plans for 20+ restaurants. Discover how treating culture as CapEx investment and authentic community engagement drives exceptional performance in upscale casual dining.~This episode is sponsored by: Gusto → https://gusto.pxf.io/PBN ~#1 rated HR platform for payroll, benefits, and moreWith Gusto's easy-to-use platform, you can empower your people and push your business forward. See why over 400,000 businesses choose Gusto.#RestaurantBusiness #HospitalityLeadership #CasualDiningGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/ Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

If you've ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.In our first episode of Season 2 of The Abundance Mindset, we break down:Common mistakes made with equity compensation, particularly RSUsThe tax pitfalls with RSUs many are not aware ofHow to incorporate RSUs and equity compensation into broader financial planning

Description: In this episode, we open the mic to our incredible podcast community, spotlighting the diverse feedback and personal stories from our listeners that have shaped our discussions. Hear firsthand accounts of the impact our guests and their insights have had. Listeners Melinda, Tracy, Joanna, Erin, Kelly, Laura, and Sarah share a wide range of experiences: navigating major life changes like empty-nesting, building new friendships, wrestling with evolving faith, and even becoming an unwilling country music convert. We also dive into some humorous reflections about Travis and TayTay, rest stop kittens, and open mic nights. Join us as we celebrate the voices that make our podcast a vibrant and dynamic space for conversation and connection. Tune in and be part of the dialogue. Thought-provoking Quotes: “Let the top rung of the ladder be your sincere convictions. That's the one to keep sturdy, clear, and visible, and hold that one as tight as you can.” – Jen Hatmaker “Anchor your feet into the ground and stand in this storm. Let it rage. Weather it, weather your own discomfort, weather everybody else's discomfort and whatever loss or change comes along with it, because it will end, and there will come a day when it is not that chaotic and what you will be left with is your integrity and that is enough.” – Jen Hatmaker “Women are capable of getting through the hardest things.  Maybe it's a trope because it's true. Maybe the women who are betrayed grieve and recover and rebuild because that's what women do. So maybe it's not such a surprise that we can flourish.” – Amy Hardin “I'm just convinced, this is the time for us to reinvent. Look how awesome we are.” – Jen Hatmaker Resources Mentioned in This Episode: Taylor Swift and Travis Kelce engagement post - https://www.instagram.com/p/DN02niAXMM-/?utm_source=ig_web_copy_link&igsh=MTQ4YWwzOGcycWJlcA== [ENCORE] When the Truth Goes Viral: The Cost (and Benefit) of Living Honestly with Jonathan Merritt - https://jenhatmaker.com/podcasts/series-64/encore-when-the-truth-goes-viral-the-cost-and-benefit-of-living-honestly-with-jonathan-merritt/ Awake: A Memoir by Jen Hatmaker - https://amzn.to/3VnMb0k The Interview: Jen Hatmaker's Life Exploded in Middle Age. So She Built a Better One. – https://www.nytimes.com/2025/08/23/magazine/jen-hatmaker-interview.html Shiny, Happy People - https://tv.apple.com/us/show/shiny-happy-people/umc.cmc.68y3j8gmhyj647n1j8hgscd3p No Filter, Just The Mirror: Trisha Yearwood Reflects On New Seasons and New Ambitions - https://jenhatmaker.com/podcasts/series-64/no-filter-just-the-mirror-trisha-yearwood-reflects-on-new-seasons-and-new-ambitions/ Trisha Yearwood - The Mirror – https://trishayearwood.lnk.to/TheMirror Awake Book Tour with guest moderator Trisha Yearwood - Austin, TX - https://www.eventbrite.com/e/bookpeople-presents-jen-hatmaker-awake-tickets-1388635428949?aff=oddtdtcreator I Choose Me: Jennie Garth on Midlife, Reinvention & Owning Your Next Chapter - https://jenhatmaker.com/podcasts/series-64/i-choose-me-jennie-garth-on-midlife-reinvention-owning-your-next-chapter/ Gretchen Rubin - https://gretchenrubin.com/ Our Epidemic of Loneliness and Isolation | The U.S. Surgeon General's Advisory on the  Healing Effects of Social Connection and Community, 2023 - https://www.hhs.gov/sites/default/files/surgeon-general-social-connection-advisory.pdf Connect with Jen!Jen's Website - https://jenhatmaker.com/ Jen's Instagram - https://instagram.com/jenhatmakerJen's Twitter - https://twitter.com/jenHatmaker/ Jen's Facebook - https://facebook.com/jenhatmakerJen's YouTube - https://www.youtube.com/user/JenHatmaker The For the Love Podcast is presented by Audacy.  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

What happens when growth changes a company?We've all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special?At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion never overshadows client experience or team wellbeing.That's why we recently lowered our minimum investment from $2M to $1M. It wasn't a quick decision. It came after expanding our team to ensure service stays exceptional. Like Patagonia, we measure success by more than profit. For us, it's about advisor engagement, client satisfaction, and building a place where our team wakes up energized to serve.If you're curious how companies can grow without losing their soul, we'd love to hear what brands you feel most connected to and why.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

In Case You Missed It...  

Kansas City's Longboards Wraps and Bowls joins Fast Casual Nation hosts Paul Barron and Cherryh Cansler to share their incredible growth story from startup to 8 locations and 130 employees. Founder Gilbert Macapagal discusses his Filipino-inspired menu, innovative Shaka Pop beverage line, and authentic brand approach that's resonating with suburban markets. The team reveals their franchise expansion plans, digital strategy generating 45-55% of sales, and commitment to promoting from within while maintaining their laid-back surf culture identity.#FastCasualNation #LongboardsWraps #KansasCityEatsGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

Nate Goodman's path from church ministry to leading a fast-growing accounting firm is anything but ordinary. Episode 76 of CPA Life kicks off part one of John Randolph's two-part sitdown with Nate, the founder and president of Goodman CPA, to unpack how his faith, passion for helping others, and commitment to God's purpose have shaped his mission to challenge the status quo and build a people-first, purpose-driven practice. Nate shares insights on dealing with rapid growth, the lessons he learned from his firm's early struggles, and the depth of his focus on generosity and community impact as a core firm value. He also discusses the firm's focus on advisory services, the shift to subscription-based pricing, and how Goodman CPA is empowering business owners and transforming communities. Don't miss this inspiring look at what it means to do accounting differently from the ground up. Get the full show notes and more resources at CPALifePodcast.com  

In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners. Key Takeaways: Understand the crucial role of financial literacy for business owners.  Recognize the importance of management training programs in developing leadership skills.  Identify key characteristics of successful entrepreneurs, including passion and vision.  Learn how to make a successful exit from a business and plan for what's next. Embrace technology and innovation to elevate the accounting profession from bean counters to consultants.  Featured Quotes: “I don't want them to become the accountant for their business…I want them to go out and make rain.” - Rick Haskell “Those that understand their numbers…and those who are controlled by other people who understand their numbers.” - Rick Haskell “No success can compensate for failure in the home.” - Roger Knecht Behind the Story: Rick Haskell's career path is anything but ordinary. From his early days in a film studio to leading financial wellness initiatives and ultimately becoming a business school dean, his diverse experiences provide invaluable insights into leadership, entrepreneurship, and the importance of lifelong learning. This episode explores the lessons he's learned along the way, offering actionable advice for anyone looking to build a successful and fulfilling career. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:  Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

With over two decades of expertise guiding business owners through wealth creation and multi-generational preservation, Nate brings an uncommon depth of knowledge to Dew Wealth Management. His distinctive background spanning law, public accounting, financial planning, and advanced trust implementation offers clients a comprehensive perspective that addresses all facets of sophisticated wealth management. Nate's approach combines technical mastery with practical wisdom, making complex strategies accessible to the entrepreneurs he serves. As a trusted advisor to leaders of 8-figure businesses and beyond, he specializes in investment management, directed trusts, asset protection, and succession planning that safeguards both business interests and family legacies. A graduate of Minnesota State University with a Bachelor's in Philosophy and holding a Juris Doctorate from the University of Nebraska College of Law, Nate applies analytical rigor and strategic thinking to every client relationship. Beyond his professional practice, Nate serves as an executive coach for nonprofit Christian ministries and works with a select youth soccer club. He and his wife Sara of 29+ years enjoy cabin getaways and whatever time we can find with our adult children, Salem and Foster. https://www.dewwealth.com/landscape

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management. Resources:Training referenced: The Tax Management Journey®

Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his background as an advisor and now event builder, Nyle explains the principles behind Future Proof's growth, from creating unforgettable experiences to engineering meaningful networking opportunities.He breaks down what advisors can learn from world-class event marketing—why product quality comes first, how every touchpoint shapes client experience, and why brand design communicates trust before you ever say a word. Nyle also discusses hiring lessons, the future of community-driven growth, and why AI represents both a reset and the biggest opportunity advisors have ever faced.This episode gives advisors a rare inside look at the mindset, playbook, and practical steps behind building movements that scale far beyond a single event.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

When one spouse passes away, the survivor often faces what is known as the “widow's tax.” It is not an official IRS tax, but the impact of moving from married to single tax brackets. A couple earning $120,000 in the 12 percent bracket can see the surviving spouse pushed into the 24 percent bracket with the same income. This tax bracket compression happens at the most vulnerable time.Watch as James outlines three strategies that help protect a surviving spouse from this financial burden. Strategic Roth conversions can reduce future tax exposure by shifting assets from pre-tax to Roth while in lower brackets. Maximizing Social Security benefits creates a stronger income floor through survivorship benefits. Understanding and applying the IRS life expectancy tables for Required Minimum Distributions ensures more efficient withdrawals.These approaches require careful timing and planning, but they can ease the long-term financial impact on a surviving spouse. Proactive strategies today can secure greater financial stability for tomorrow.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

If you're in the place where you've been doing your books on your own or you had a bookkeeper or accountant that didn't serve you well, you may be feeling like you're in a mess. This episode is for you! During this conversation with Sarah from T&O Strategic Advisory, you'll get actionable steps that you can take to get your books caught up. Get a FREE MONTH with the Inventory Genius Calculator - https://www.ciarastockeland.com/inventory-genius-calculator Work with Me - https://www.ciarastockeland.com/work-with-meVisit the Bookstore - https://www.ciarastockeland.com/bookstoreSign Up for Free Weekly Tips and Trainings - https://www.ciarastockeland.com/subscribe Connect with the T&O Advisory:Website: https://www.tostrategicadvisory.com/

In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered: Andrea's background and the evolution of Ironstone Business Coaching What EOS is and why it matters for advisory firms of all sizes The six key components of EOS: Vision, People, Data, Issues, Process, and Traction How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health The importance of getting leadership teams aligned and communicating the vision throughout the company Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions Real-world case studies of firms that have transformed using EOS The value of structure and discipline in creating freedom and work-life balance Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman Connect with Andrea Schlapia: LinkedIn: https://www.linkedin.com/in/aschlapia/ Email: andrea@ironstonehq.com Ironstone Business Coaching: ironstonehq.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

If you're in the place where you've been doing your books on your own or you had a bookkeeper or accountant that didn't serve you well, you may be feeling like you're in a mess. This episode is for you! During this conversation with Sarah from T&O Strategic Advisory, you'll get actionable steps that you can take to get your books caught up. Get a FREE MONTH with the Inventory Genius Calculator - https://www.ciarastockeland.com/inventory-genius-calculator Work with Me - https://www.ciarastockeland.com/work-with-meVisit the Bookstore - https://www.ciarastockeland.com/bookstoreSign Up for Free Weekly Tips and Trainings - https://www.ciarastockeland.com/subscribe Connect with the T&O Advisory:Website: https://www.tostrategicadvisory.com/

Think you know how much people save for retirement?The median American over 65 has just $100,000 saved, yet the average household spends $57,000 a year in retirement, with $20,000 going to housing alone. The math doesn't work.At Root Financial, most clients retire with $2–3M and plan to spend $100K–$200K annually. That's not about bragging. It's a reminder that if you're here, you're likely already thinking beyond the basics.Rules like “save 10%” or “withdraw 3%” don't fit everyone. The difference between struggling and thriving often comes down to advanced planning—tax strategy, investment allocation, Roth conversions, and estate design. For many, the real risk isn't running out of money, it's missing opportunities out of excessive caution.Know where you stand relative to the averages and to your own vision.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

A day of protest are planned across the Southland and the country. Heat advisories are in effect for most of SoCal. A Studio City business owners says his wife was taken by immigration agents, in what was essentially a trick. Plus, more.Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comVisit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency! Support the show: https://laist.com

In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden unpack many of the assumptions that are built into financial planning.  This is necessary when you can't predict the future, but how conservative or aggressive your assumptions are can greatly impact your chances of success. Some of these assumptions include: Your projected age of retirement How much money you will need to be comfortable in retirement What inflation rates will be between now and then Investment returns Estimated taxes at different points during your career and retirement How much you will be able to save How much income you will receive from social security   No two projections will look the same.  They all rely on assumptions, because we don't have all the data we need for the next 30, 40, or 50 years.  When you are working through financial projections, it is a great idea to adjust the inputs to see how your assumptions are impacting your plans.  For example, if you adjust your inflation estimate from 2.5% to 3.25%, you will need to save MUCH more or modify your standard of living to reach your goals.  We recommend focusing on the things you can control (mostly your spending and your savings) but also understand how different future outcomes outside your control can affect your plans.   For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

Redefining retirement with purpose and adventureJohn and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, golf clubs, and a life of full-time travel. Since then, they have visited 107 countries and all 50 states as “The Retirement Travelers.”Their journey began during COVID, when cancelled plans led to an Airstream trip across America's national parks. Living in 220 square feet showed them how little they truly needed—freeing them to downsize, travel, and focus on experiences over possessions.With Bev's MS diagnosis adding urgency, they embraced their “go-go years” while working closely with financial planners to ensure their plan supported their lifestyle. They now share stories, practical tips, and inspiration through their platform, proving meaningful travel does not require expensive, tourist-heavy destinations.Their message is simple: whatever your dream is, pursue it now.Learn more here: https://www.retirementtravelers.com_ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!