Podcasts about Advisory

When the numbers say you can retire, but you can't step away. Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But at what cost to your time, health, and relationships?This episode explores “the good pickle,” where chasing more financial security comes at the expense of other forms of wealth like time freedom, social connection, and well-being. You will learn why money gets prioritized, how to rebalance, and simple ways to protect all areas of life so your plan supports more than just the numbers.Because the true measure of success is not just a perfect projection, it is a life well lived.-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!

Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their days—and often still results in more wealth than expected.Take John and Jennifer. Both start at age 50 with $1M saved and $150K salaries. John works five more years at a job he doesn't enjoy, retiring at 55 with $1.62M. Jennifer switches to work she loves at $100K for 10 years, retiring at 60 with $2.1M. The math is surprising—Jennifer ends up with more assets and more joy along the way.The concept? Recreational employment—working because you want to, not because you have to. Even modest income in “retirement” years can keep your portfolio compounding instead of depleting, lowering risk and increasing freedom.Your retirement strategy shouldn't just hit arbitrary financial targets—it should serve your life goals. Explore the scenarios and see which path fits you best at earlyretirementpodcast.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 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.

Restaurant Masterminds hosts Paul Barron, Rudy Miick, and Stacey Kane dive deep with Greenlane co-founders Erica Spector Wishnow and Chris Kern to explore their game-changing approach to fast-casual dining. Discover how this Tampa-based concept delivers made-from-scratch salads in just 15 seconds, their mission to bring healthy options to food deserts at $6.99 price points, and the critical challenge of scaling company culture while maintaining staff engagement. Industry veterans discuss why Greenlane has that elusive "X factor" and could be a Front Runner candidate for 2025's most promising emerging brands.~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.RestaurantMasterminds #FastCasualDining #HealthyFastFoodGet 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

What if everything you've been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges retirees face — from losing structure and identity to silently wondering, “Is this all there is?” If you want to help clients move from simply retired to truly thriving, this conversation will teach you how to guide clients through the non-financial side of retirement. You'll Learn: The 4 psychological phases of retirement The 90/10 rule of retirement no one prepares you for How Fritz shifted from a saving to spending mindset The #1 mindset that helped him create a thriving life after work The emotional transition most retirees go through and how to prepare for it         *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Book: Keys to a Successful Retirement by Fritz Gilbert Book: Control Your Retirement Destiny by Dana Anspach Book: Purpose Code by Jordan Grumet Charity: Freedom for Fido Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Fritz Gilbert:  LinkedIn: Fritz Gilbert Website: The Retirement Manifesto About our Guest:  Fritz Gilbert is a writer focused on helping people achieve a great retirement. Following his 33-year career in Corporate America, he has dedicated his retirement to writing on the topic and has become one of the leading bloggers on the subject of retirement, with a focus on both the "harder" (financial) and "softer" (lifestyle) issues that are critical to success after crossing "The Starting Line". His award-winning blog, The Retirement Manifesto, captures "the present before it becomes the past" as it chronicles his journey to and through retirement. His large following is primarily comprised of people approaching, or living in, retirement. His first book, Keys to a Successful Retirement, is a summary of the 24 keys he has identified and experienced in his own successful transition to retirement and is a "must-read" for anyone within five years of retirement. Fritz and his wife, Jackie, reside in the mountains of Blue Ridge, Georgia with their four rescue dogs. They enjoy cross-country travel in their RV to visit their daughter and her family in the Pacific Northwest and are active in charitable work in their local community. When he's not writing, Fritz enjoys a focus on physical fitness and spends as much time as possible in the mountains surrounding their retirement cabin. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy  Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RF...

In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.

This week, we're talking about something that could be a game-changer for your leadership journey—peer advisory groups. Join us each week for a brand new bonus Extra Point episode. In less than 5 minutes, you'll get additional insights about the psychology of leadership and management from the producers of the Manage Smarter podcast. Find all of the Manage Smarter episodes on ManageSmarter.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is brought to you by KRAFT Philadelphia Cream CheeseVisit https://bit.ly/Kraft-FCNLa Madeleine French Bakery & Café CEO John Dillon joins Fast Casual Nation to discuss the 43-year-old brand's strategic renaissance, including their game-changing $8.99 Pick Three value offering, expansion beyond Texas into 11 states, and how they're doubling down on French authenticity to stand out in a crowded fast-casual market growing at 9% annually.FastCasual #RestaurantIndustry #LaMadeleineGet 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, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways:

Thinking about retiring early and worried it might hurt your Social Security benefits? Good news: it probably won't.A common myth is that you have to work into your 60s to get the most out of Social Security. In reality, benefits are based on your 35 highest-earning years—not the age you stop working.This episode breaks down how benefits are calculated, what “bend points” are, and why even part-time income in semi-retirement can make a difference.There's also an important distinction between when you stop working and when you start claiming. Monthly benefits can range from around $1,400 at age 62 to $2,400 at age 70, depending on the timing.Curious what your own numbers look like? Head to ssa.gov to create a free account and check your personalized estimate. It's a simple step that can help you make smarter retirement decisions._ 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!

Thinking about selling your lawn care business? In this episode of The Side Hustle Squad Podcast, I'm joined by Dennis Hering from The Advisory Investment Bank to walk through the process. Dennis explains how his firm acts as a trusted liaison between you and potential buyers, the steps involved in valuation, how to navigate negotiations, and what strategies can help you get the best price. Whether you're ready to sell or just curious about your business's future value, this episode is packed with insider tips to help you make smart moves when it's time to exit.

Why are tacos taking over America's fast-casual scene? From corner food trucks to billion-dollar chains, the taco industry is exploding—and there's no sign of slowing down.In this episode, we sit down with Brooke Perry, VP of Marketing at Velvet Taco, one of the hottest names in the fast-casual taco space. Brooke breaks down exactly what's fueling this incredible growth and why consumers can't get enough of elevated taco experiences.What You'll Discover:- The surprising factors behind the fast-casual taco explosion- How brands like Velvet Taco are revolutionizing the traditional taco experience- Consumer trends driving demand for premium, customizable Mexican food- Marketing strategies that actually work in the competitive fast-casual space- What's next for the taco industry—and which trends to watch----------------------------Get 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 'Widow Wisdom and Wealth,' host Donna Kendrick and her husband Jim discuss the complexities of managing a career and parenting during life transitions, particularly in the aftermath of loss. They explore their personal experiences of giving up careers to focus on family, the challenges of solo parenting, and the importance of maintaining consistency while adapting to new circumstances. The conversation covers the evolution of their parenting styles, dealing with grief, and the significance of taking things one step at a time. Tune in for a candid and insightful discussion on resilience, adaptation, and love.   00:00 Introduction to Today's Podcast 01:04 Meet Your Hosts: Donna and Jim 01:26 Parenting Before and After Loss 04:43 Jim's Perspective on Parenting 07:07 Blending Families Successfully 12:00 Advice for Grieving Parents 14:45 Closing Thoughts and Future Topics     CONNECT

Dana Samuelson of the American Gold Exchange joins Michael Green and Harley Bassman for a review of gold.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.

In this episode, Traci welcomes Jill and Nate Powell, the powerhouse team behind Austin Integrative Real Estate Group and Global Real Estate Advisors at Engel & Völkers. Based in the Texas Hill Country, Jill and Nate combine their deep understanding of rural real estate with years of appraisal experience, giving clients a competitive edge in both luxury and land transactions.As active members of Engel & Völkers' Farm & Ranch Division, they bring specialized expertise to properties that require more than the standard residential approach. Their background in appraisals keeps them on top of market shifts, allowing them to advise clients with accuracy and confidence in any economic climate.From luxury estates to working ranches, Jill and Nate blend analytical insight with a people-first mindset, ensuring their clients make smart, informed moves—no matter where they're planting roots.#FromWaterlooToTheAlamo #EngelVolkersAustin #EngelVolkersSanAntonio #AustinRealEstate #SanAntonioRealEstate #TexasRealEstate #LuxuryRealEstate #GlobalAdvisors #AustinIntegrativeRealEstateGroup #HillCountryHomes #RuralRealEstate #FarmAndRanch #RealEstateExperts #MarketInsights #AppraisalExpertise #LuxuryLivingTexas #RealEstatePodcast #EVPodcast

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Money conversations fall short when only one spouse is at the table. It's easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future.What we've seen time and again is that the person sleeping next to you often holds the key to your blind spots. They know what stresses you out, what brings you joy, and what dreams you've stopped saying out loud. That's why the best financial plans aren't just about returns or tax strategies—they're built around conversations that reflect what both of you actually care about.One question we love to ask: “Would you rather spend more each year, or donate that money to your least favorite political cause?” It's uncomfortable and it works. Couples suddenly uncover real goals they've never voiced before.When both partners are involved, tradeoffs become clearer, values rise to the surface, and decisions feel more connected. It's not just better planning, it's a better relationship with your future.What conversations might you and your partner still need to have?- 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.

Money conversations fall short when only one spouse is at the table. It's easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future.What we've seen time and again is that the person sleeping next to you often holds the key to your blind spots. They know what stresses you out, what brings you joy, and what dreams you've stopped saying out loud. That's why the best financial plans aren't just about returns or tax strategies—they're built around conversations that reflect what both of you actually care about.One question we love to ask: “Would you rather spend more each year, or donate that money to your least favorite political cause?” It's uncomfortable and it works. Couples suddenly uncover real goals they've never voiced before.When both partners are involved, tradeoffs become clearer, values rise to the surface, and decisions feel more connected. It's not just better planning, it's a better relationship with your future.What conversations might you and your partner still need to have?-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 this episode, I cover a critical Adobe vulnerability that gets a 10 on the severity scale, recent year on year metrics from AWS and much more! Reference Links: https://www.rorymon.com/blog/urgent-exchange-security-advisory-critical-adobe-vulnerability-nvidia-extending-win10-support/

This season features conversations with key decision-makers who have shaped the evolution of today's leading technology platforms and ecosystems. We talk to C-suite executives, board members, investors, and others who must be bought into the platform journey.In this episode, Avanish and Greg discuss:Greg's journey at the intersection of technology and professional services, including his role building EY's global partnerships practice into a substantial business driverWhy most companies remain confused about partnerships, platforms, and ecosystems, and how successful companies are "built from the ground up" to orchestrate ecosystemsMicrosoft's transformation under Satya Nadella as the gold standard for ecosystem strategy - shifting from competing against everyone to becoming a platform that orchestrates the capital of hundreds of thousands of companiesWhy the future belongs to companies that shift from linear value chains to orchestrated ecosystems where they either orbit around or become the center of mass for other participantsThe urgency for C-suites to think beyond operational AI improvements and envision what their industry will look like in five yearsHost: Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits end educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early-to-mid stage startups in Silicon Valley.About GregGreg is the Founder of Sarafin Advisory which he launched in 2024 to provide companies with actionable advice and insights to help them grow Enterprise Value in an era of immense change and opportunity. Previously, Greg spent over 9 years at EY where he was most recently the Global Vice Chair - Alliances and Ecosystems. Prior to joining EY in 2015, he spent seven years as an executive at IMB, running one of the top five accounts at the firm and then managing the professional services P&L for Banking and Financial Markets in North America. He also held significant leadership positions in financial service technology and digital disruption across industries. In addition, he helped found a health payments dot-com and, prior to that, ran his own software development company.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our guest, Greg SarafinFollow our host, Avanish Sahai

A heat wave arrives with some areas about to hit triple-digit temps. LA County gets a new hub for Skid Row homeless services. Thousands in the San Fernando Valley may wake up to no water. 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 “Building the Premier Accounting Firm,” host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a  Key Takeaways: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge.

Kevin Thompson, former MLB player and founder of 9Innings Capital Group, joins The Advisor Journey to share his experience transitioning from professional baseball into financial advisory and his strategic approach to building an independent advisory firm. Kevin discusses his intentional shift away from commission-based products toward holistic financial planning driven by authentic client relationships and values alignment.In this candid conversation, Kevin explores common challenges advisors face when breaking away from traditional institutions, including managing compliance, financial pressures, and the critical importance of mentorship. He offers practical guidance on developing a referral-based growth strategy, emphasizing the power of authentic communication through platforms like YouTube and LinkedIn.Listeners will walk away with valuable insights into navigating the early stages of independence, sustainably scaling their practice, and creating a firm culture that resonates with both advisors and clients.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...

In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, grow money, and use the money that we have. However, most people have a belief system that is rooted strictly on growing money--which, on some level, makes sense. But this singular focus leaves out the idea of using money. Why is this important? Because how we grow money is not the same as how we spend money. Growing money and using money require different approaches and different ways of thinking. Brian reveals that many people spend money wrong. This is not about what people spend money on, but the source of the income being spent. If you earn a dollar and spend it, it's gone forever. If you earn a dollar and invest it for income, you potentially have income for life. Brian explains why it makes more sense to spend the money your investments earn versus spending the money you earn directly. Why is this important? If you want to grow your wealth over time, you should find ways to hang on to as much money as possible. What is the difference between making and growing money?  Brian breaks down a brilliant way to use other people's money to access cash while your money continues to grow.  The definition of passive income and the benefits of making money with little to no effort.  Better ways to generate income other than the stock market. Brian explains why the stock market is great for growing money, but it's not the best option for generating recurring income. Ideally, you want to position assets so you have a tax-free, passive income to live on. You need to have the ability to spend money with uninterrupted growth while simultaneously investing long-term. Financial freedom is defined by how much passive income you are generating.     Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify     Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Gas and oil investments are speculative in nature and are sold by Private Placement Memorandum (PPM). Carefully read the PPM before investing. Certain accreditation requirements may apply. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

President Trump is raising tariffs on India to 50-percent. See omnystudio.com/listener for privacy information.

Areeb Pasha and Khaled Alfakesh, the respective CFOs of fast-growth, consumer-focused tech firms in the Middle East, Dubizzle and Talabat, join Samer Deghali, Co-Head of Capital Markets and Advisory, MENAT, HSBC in this video podcast.They discuss their growth stories (including Talabat's experience post-IPO and Dubizzle's acquisition strategy), how they are adapting to changing consumer needs, the UAE real estate market, and their priorities ahead. They also share their advice for other businesses looking to expand in the UAE.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 18 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

Forget the myth that you need a million dollars to retire. What really matters is creating sustainable cash flow—not hitting a magic number.Retirement success comes down to three things: your expenses, guaranteed income (like Social Security or pensions), and the gap your savings need to fill. For some, that gap is smaller than expected.Real examples—like a couple living comfortably on $300K in investments—show it's possible. Small lifestyle changes, like cutting $1,000 in monthly expenses, can reduce your retirement savings need by hundreds of thousands.Define what “comfortable” means to you, then calculate the gap. The real number might surprise 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 Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Former tour manager for Grammy-winning artists shares how the high-stakes world of music touring shaped his success as a financial advisor.

In this episode, Mollie Carmichael sits down with Chris Weekley, President and Vice Chairman, and Jay Brown, CEO of David Weekley Homes, to talk leadership, legacy, and purpose. Hear how the company is navigating generational transition, scaling with intention, and staying true to its mission of building dreams and enhancing lives.   About the Series Inspirational Leadership with the Best in Home Building is an influential podcast led by housing industry expert Mollie Carmichael, Principal, Advisory, of Zonda. Each episode features an insightful personal conversation with a key thought leader in the housing industry. Join Mollie as we get to know these top leaders—what inspires them, what drives them, and how they build communities. Subscribe to our channel: https://bit.ly/ZondaHomeYT Get housing industry news & updates: https://bit.ly/ZondaNews   About Zonda Building the future of housing. We exist to inform, advise and connect the next generation of housing industry experts, leveraging the information, insights, and people that move the industry forward. Let's Connect Learn more: https://www.zondahome.com Follow us on LinkedIn: https://bit.ly/ZondaHomeLI Follow us on Facebook: https://bit.ly/ZondaHomeFB Follow us on Twitter: https://bit.ly/ZondaHomeTW Follow us on Instagram: https://bit.ly/ZondaHomeIG 

Unemployment recently rose to its highest level in almost four years. The Office for National Statistics (ONS) said the rate went up to 4.6 per cent in the three months to April, up from 4.5 per cent in the three months to March. That's the highest since the Summer of 2021 in which the country was in the depths of the Covid pandemic.So today on Money Box Live we're asking what happens when you lose your job? What are your rights, what kind of payout might you get and how do you manage the money during a job hunt?Felicity Hannah is joined by employment lawyer Rupa Mooker, Mike Fenn who's Head of Employee Relations at ACAS, the Advisory, Conciliation and Arbitration Service and Sarah Coles who is the Head of Personal Finance at Hargreaves Lansdown.Presenter: Felicity Hannah Producers: Sarah Rogers and Helen Ledwick Editor: Jess Quayle(This programme was first aired on BBC Radio 4 on Wednesday 9th of July 2025)

Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -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.

This episode of Financial Clarity for Doctors delves into some updates to charitable giving under the new One Big Beautiful Bill as well as some other items in the bill that may affect listeners.  Hosts Corey Janoff and Rachelle Vanderzanden walk through some highlights.  Keep in mind that federal policy evolves as the executive branch and Congress evolve.  This is the tax structure for now, but not forever. Changes under the One Big Beautiful Bill Act include: Non-itemizers may deduct charitable gifts of up to $1,000 per person, $2,000 per couple. Itemized deductions will be limited to gifts exceeding 0.5% of Adjusted Gross Income (AGI). Grouping gifts into a single tax year may still be beneficial for many people. Tax brackets, higher standard deductions, and high estate tax exemptions have been made “permanent”. Student loans from the federal government will be limited for new borrowers. Student loan payment plans will be limited to two options for new borrowers: a standard repayment plan and the income-driven RAP plan. The new RAP plan will be 10% of AGI (not discretionary income). Existing borrowers may need to switch payment plans if they are on SAVE or PAYE before July 2028, but still have more options than new borrowers. Most tax credits geared toward energy efficiency are being phased out. Introduction of “Trump” accounts with a $1,000 federal government deposit for kids born from 2025 to 2028. Increased requirements for Medicaid reimbursements may affect many providers.   This bill was huge!  You can listen to the full episode to hear more, but if there is a specific item you think may affect you, do some additional research.  Pay special attention to the energy tax credit phase out if you were planning to do some of this in your home/life, student loans for your kids and your loans if you still have them, and how Medicaid reimbursements may affect you as a provider.  Listen to the full episode to learn more!   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.

Texas Democrats are fleeing the state in an effort to block Republicans from redrawing the state's congressional map.See omnystudio.com/listener for privacy information.

What if the real problem isn't that your goals are too big—but that they're not big enough? After working with an advisor who wanted to triple revenue in 10 years, I challenged him to think bigger—and faster. In this episode, I'll break down why setting impossible goals is the key to unlocking breakthrough growth, and how leveraging unconventional strategies—like CPA partnerships—can fast-track your results.

Are you leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the silent killer of dental practice profitability: inaction. They reveal how ignoring things like high overhead and poor tax planning isn't just a minor oversight—it's a massive financial blunder that could cost you millions over your career.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Right now it appears San Diego is safe after a tsunami advisory was issued along the west coast following a 8.8 magnitude earthquake in Russia. Investigators believe a 17-year-old driver died after he was street racing Chula Vista. A San Diego woman accused of using ring cameras to spy on her ex-husband and his family has pleaded not guilty.   What You Need To Know To Start Your Wednesday. 

The Southland can breathe a sigh of relief, after Russia's massive earthquake sparked tsunami fears. Governor Newsom is expected to put the brakes on some wildfire rebuilds in the Pacific Palisades. The feds give up on a high-profile case at the heart of LA's immigration protests. 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

Trying to time the stock market might sound like a smart move, but the reality? It often leads to missed opportunities and emotional decision-making. In this episode, President and Senior Financial Planner, Paul Moffat, and co-host, Director of Financial Planning, Jordan Naffa, break down the real cost of trying to beat the market and why staying invested is almost always the wiser strategy.From Warren Buffett's wisdom to hard data spanning 25 years, Paul and Jordan explore:Why timing the market is so tempting… yet so costlyEye-opening stats on what happens when you miss the market's best days, weeks, or monthsReal-world examples from the COVID crash, Brexit, and recent tariff changesWhy a disciplined, long-term investment approach winsHow Arista clients benefit from staying in their seats when volatility hitsIf you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

DIG's CMO Jessica Serrano reveals how the chef-driven fast-casual chain rebuilt its brand identity, scaled from Manhattan to suburban markets, and leveraged AI for better customer insights. Learn about their hyper-local marketing strategy, loyalty program transformation, and unique chef-operator model that maintains scratch-cooking quality across 33+ locations while expanding beyond urban cores.This episode brought to you by: INFI — Self-ordering made simple.

  In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms.

Can a children's poem change how you think about retirement? In this episode, we unpack the hidden wisdom in Shel Silverstein's “Smart” and how it reflects a common retirement planning mistake: trading time and well-being for wealth you may no longer need.We explore why it's hard to step away from accumulation mode—even after reaching financial independence—and how this mindset can cost you more than it earns. The real risk isn't running out of money. It's not recognizing when you have enough.Learn how a clear, personalized financial plan can help you shift focus from growing wealth to living well. Discover how to align your money with what matters 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!

Steven Perry's story is one of grit, reinvention, and making the leap—from commercial fishing in Alaska at 14, to making nearly $1M/year running Fortune 100 teams, then burning the boats to launch his own recruiting firm. As founder of The Well Recruiting Solutions, he now builds revenue-generating teams for advisory firms, aiming to empower 1,000+ clients by 2030. On this episode we talk about: Early hustle: commercial fishing in Alaska, learning at 14 the difference between working for a check and owning the business His first true entrepreneurial venture—sealing driveways, scaling a six-figure business by the end of college, and the lesson he learned when he simply shut it down instead of selling it Why Steven ultimately turned down a prestigious ROTC scholarship and a Navy career path to pursue entrepreneurship and finance His entry into financial services, starting as an intern at New York Life, becoming a top-producing advisor, and why being surrounded by high performers forced him to level up Lessons from sales and financial advising—mastering rejection, discipline, and the numbers game ("Whoever's willing to be told 'no' the most wins fastest") How being in the right environment and seeing other people succeed reframed what's possible, pushing him to greater heights Reaching financial milestones by 30—making $500K/yr, giving away and saving large percentages, but discovering money alone doesn't bring fulfillment or lasting happiness The personal finance strategy that enabled freedom: maximizing cash value life insurance and variable universal life for tax-free, flexible, and compound growth (plus why he prefers guaranteed accounts over variable for business owners) Navigating the transition out of a lucrative corporate job: searching for purpose, listening to intuition, and eventually being "pushed" into launching his own firm after a job opportunity disappeared How The Well Recruiting Solutions emerged from listening, networking, and recognizing a deep need for white-glove recruiting in wealth management; now scaled to nearly 30 employees with a future goal of $1B in revenue The difference between grinding for someone else and building for yourself—now hiring for his strengths and delegating everything else for maximum impact and fulfillment Top 3 Takeaways Ownership > High Salary: Building long-term wealth and fulfillment comes from owning and growing businesses, not just earning a high paycheck. Skill Stacks Compound: Every job, network, and hard moment (from fishing boats to insurance sales) built the resilience and expertise needed for entrepreneurial success. Freedom is Designed: Smart moves—like flexible, tax-efficient investments—enable you to take risks, start over, and say yes to your true calling without fear. Notable Quotes “I looked up and had a great income, but I didn't own anything. The day I left was the day there was no more equity, no more income.” “Whoever's willing to be embarrassed, to be told no, the most—wins the fastest.” “If you operate in your gifting all day, you'll be more profitable and productive. Now, if I don't want to do something, I can hire someone who does it better and faster.” Connect with Steven Perry: Recruiting for advisory/financial services: The Well Recruiting Solutions https://thewell.solutions/

“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you'll learn.. Why simple language builds stronger client connections The power of asking, ‘Where do you go to see if your business is on track?' Shifting focus from showing expertise to empowering clients Plus much more! To learn more about Geni, click here. Connect with her on LinkedIn. Time Stamp 01:09 - Geni's journey from CPA to tech & training 02:48 - Realizes tax work didn't help clients the way she wanted 04:36 - Using humor to make accounting concepts clear & engaging 05:45 - Focusing on advisory, helping accountants ask better questions 06:04 - Advisory work with wineries — helping owners understand numbers 09:33 - Shift from proving knowledge to empowering clients 14:01 - Simple, clear language builds value 19:23 - Key question: “Where do you go to see if your business is on track?” 21:00 - SCOPE method to guide client conversations 24:42 - Find each client's true “why” to deliver real value 27:13 - Small changes (like one more bottle sold) can drive big impact

What does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I've learned it's not about brute strength. It's about smart decisions. That mindset guides the way I approach financial planning today.At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can buy you years with aging parents, a spouse, or even just your own freedom.But there are traps, like being "qualified rich." That $2 million in your 401(k)? After taxes and penalties, it's not what it seems. That's why I'm a big fan of what I call “superhero accounts” like brokerage accounts that let you retire on yourterms. And don't get me started on the healthcare gap between early retirement and Medicare. It's one of the biggest mindset hurdles we help people overcome.I got into this work after watching my own parents get burned by multiple advisors. Some were too fancy, some were too hands-off, and none truly planned holistically. That gap in the industry is what I aim to close.To me, the goal is recreational employment. Working because you want to, not because you have to.-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.

In a recent episode of The Restaurant Report, host Paul Barron sat down with two industry veterans to dissect the rapidly evolving fast casual landscape. Cherryh Cansler, Publisher of Fastcasual.com, and Brian Shunia, Co-Founder of Wing Snob, shared insights on what's driving growth in this competitive sector and how brands are adapting to changing consumer demands.~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.FastCasual #RestaurantTech #FranchiseGrowthGet 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

On the July 28th edition: U.S. House Representative Mike Collins announced his candidacy for Senator Jon Ossoff's seat in next year's election; The Georgia Department of Agriculture is warning about the dangers of extreme heat on pets and livestock.; And a teenage track star is setting new records.  

The hardest part of retirement isn't always financial, it's psychological. For many, stepping away from work isn't a light switch, but a dimmer that adjusts over time. This episode of Root Talks unpacks what makes the retirement decision so complex, especially for high-achieving professionals whose identity is tied to their careers.Through a real-life case study, the conversation explores how severance offers can become powerful “test drives” for retirement, offering space to reimagine life beyond work. Ari and James examine the impact of golden handcuffs— when financial incentives cloud what really matters: time, health, and meaningful connection.If retirement feels more like a mental block than a math problem, this episode offers a new lens. Learn how tools like Tim Ferriss's fear-setting exercise can help unpack the real risk of not of leaving work, but of staying too long. -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.

The hardest part of retirement isn't always financial, it's psychological. For many, stepping away from work isn't a light switch, but a dimmer that adjusts over time. This episode of Root Talks unpacks what makes the retirement decision so complex, especially for high-achieving professionals whose identity is tied to their careers.Through a real-life case study, the conversation explores how severance offers can become powerful “test drives” for retirement, offering space to reimagine life beyond work. Ari and James examine the impact of golden handcuffs— when financial incentives cloud what really matters: time, health, and meaningful connection.If retirement feels more like a mental block than a math problem, this episode offers a new lens. Learn how tools like Tim Ferriss's fear-setting exercise can help unpack the real risk of not of leaving work, but of staying too long. -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!

Even with a strong financial plan in place, many professionals find themselves hesitating at the retirement decision—stuck in the cycle of “just one more year.” The numbers say it's possible, yet the fear of leaving behind a paycheck, a title, or a sense of purpose keeps them working long past the point of “enough.”This episode reframes retirement readiness through the lens of the five dimensions of wealth: financial, time, physical, social, and mental. Financial wealth is just one piece. Time wealth—measured in the limited seconds of healthy, vibrant life left—is often the most undervalued. Physical health determines whether retirement years are active or restricted. Social wealth, built through decades of relationships, directly impacts longevity and joy. And mental wealth—peace, clarity, purpose—often gets sacrificed in the name of financial optimization. For those who've diligently saved and planned, the biggest risk may not be running out of money. It may be running out of time to fully live.Explore how shifting the question from “Can I afford to retire?” to “What am I giving up by staying?” can lead to a more fulfilling path forward.-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!

Ready to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge you need to take your financial independence plan more seriously. The benefits go well beyond just having more free time.While many people delay retirement out of fear or uncertainty, the data shows that stepping away from work earlier can lead to greater satisfaction, improved well-being, and more meaningful use of time. But getting the timing right means understanding your financial picture and knowing when enough is truly enough.Early retirement isn't about escaping work, it's about creating space for the things that matter most. If you're serious about building a life with more energy, freedom, and fulfillment, this is your sign to start planning intentionally.-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.