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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss a passage of Scripture that helps combat the love of wealth.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Ready to optimize your retirement savings strategy? Let's clear up some confusion about Roth vs. Traditional retirement accounts that might be costing you thousands in future tax benefits.First, let's bust a common myth: there are NO income limits for Roth 401(k) contributions! While Roth IRAs do have income restrictions, your salary never disqualifies you from making Roth 401(k) contributions if your employer offers this option. And starting next year, highly-compensated employees over 50 will need to make their catch-up contributions as Roth.Traditional accounts give you an immediate tax break by reducing your taxable income now, with taxes due on both contributions and earnings when you withdraw in retirement. Roth accounts offer no immediate tax deduction, but qualified withdrawals in retirement—including decades of compound growth—come out completely tax-free.For early-career savers, I generally recommend Roth contributions regardless of income. The power of tax-free compounding over 30-40 years typically outweighs immediate tax savings. Mid-career professionals face a more nuanced decision based on current tax situations and future tax rate expectations. Pre-tax contributions can strategically keep your income below thresholds for valuable tax benefits like the expanded SALT deduction or child tax credits. Meanwhile, Roth IRAs offer a hidden emergency fund feature—you can withdraw contributions (not earnings) anytime without penalties.Running scenarios through tax software can help quantify the difference between these options for your specific situation. But remember, while saving strategically matters, I've never met anyone who regretted saving too much for retirement—just don't forget to enjoy life with loved ones along the way!Want more financial insights delivered in 15 minutes or less? Subscribe to Better Financial Health and take control of your financial future today! Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Pastor Drew Gysi and Tyler Rutherford tackle your most pressing questions about church finances, all through the lens of biblical stewardship and practical wisdom.We'll cover:Is the “threat of churches losing tax-exempt status” legit?What does a healthy church budget look like?Should churches consider bivocational pastors?How should churches set pastoral salaries and benefits?What are the best practices for financial transparency?At the end of the day, church finances are about stewardship, not just spreadsheets. Whether you're a pastor, elder, or church member, this episode will help you think biblically and practically about managing God's resources for Gospel impact.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
You've spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That's great. But here's the truth: you're not ready to retire if that's all you've done. Retirement planning isn't just about your portfolio; it's about so much more. On today's episode, we're diving into all the non-investment decisions that can make or break your retirement. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Ever find yourself feeling financially inadequate after scrolling through social media? You're not alone. Financial FOMO—the fear of missing out when comparing your money situation to others—affects nearly everyone, but it can lead to decisions that derail your financial future.As we explore in this episode, humans are naturally wired to compare ourselves against others. The problem intensifies with social media, where we only see the highlight reels—the new cars, fancy vacations, and investment wins—without glimpsing the complete financial picture beneath the surface. What looks like success might actually be hiding massive debt, empty bank accounts, or financial anxiety.I share my personal experience with financial peer pressure: backing out of buying a practical minivan because someone made fun of me, only to regret it for years afterward. This story illustrates how allowing others' opinions to influence our financial decisions often leads to choices that don't align with our actual needs and values. The question isn't "What do others have that I don't?" but rather "What do I truly want and need?"To combat financial FOMO, try these practical strategies: limit your social media scrolling, celebrate your own financial milestones (like paying off debt), automate your savings and investments, and find your "money tribe"—people who share your financial values and priorities. Remember, when you see someone's flashy purchases online, you're only seeing the tip of the iceberg, not the potential financial stress hidden beneath.Your financial journey is yours alone. Focus on your own scorecard and make your own garden grow. What financial goals are you working toward that matter to YOU? Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Explore the upcoming TMAS 3 contract—a $916M follow-on supporting the U.S. Air Force Test Center. Learn about the scope, key incumbents, evaluation criteria, and strategies to prepare for the October 2025 RFP.Key Details:•Contract Value: $916 M•Estimated RFP Release Date: October 2025Listen to podcast to position your business for success.Contact ProposalHelper at sales@proposalhelper.com to find similar opportunities and help you build a realistic and winning pipeline.
Pastor Drew Gysi and Tyler Rutherford talk about the implications of financial goals becoming idols in our lives.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
In this episode of HFS Unfiltered Stories, Saurabh Gupta, President of Research and Advisory Services at HFS Research, sits down with Jay Desai, Head of IT Infrastructure Operations at JTI, for an eye-opening conversation on bridging the often-disconnected worlds of business, IT, and cybersecurity. Jay shares hard-earned lessons from leading Global Business Services (GBS) through geopolitical shocks, shifting into IT and cyber leadership, and navigating the GenAI hype with realism and grit. This is a rare look into what it really takes to drive enterprise transformation, from aligning C-suite incentives to overcoming organizational resistance. Whether you're scaling GenAI or building connected enterprise models, this conversation is full of truth bombs, leadership insights, and the kind of wisdom that only comes from being on both sides of the transformation divide. Key discussion points:Breaking Functional Silos: Why IT, GBS, and cybersecurity leaders must adopt a shared vision to enable true enterprise-wide transformation.The Moral Hazard in Transformation: How misaligned ownership of costs vs. benefits creates friction between business and IT, and how to solve it.Why the 'OneOffice' Vision Still Eludes Us: The challenge of aligning incentives and OKRs across finance, IT, and HR departments.GenAI: From Hype to Reality: Why GenAI is stuck in POC purgatory, and what leaders must fix to unlock real value.Enterprise ‘Debts' Beyond Technology: Cultural, process, and people debt are just as critical as technical debt in holding back transformation.Leadership Lessons in the AI Era: Jay's real-world advice to aspiring leaders, embrace failure, earn trust, and be unapologetically authentic.Tune in now to hear what it really takes to lead across silos—and why the future belongs to those who can connect dots others can't.
Pastor Drew Gysi and Tyler Rutherford talk about the heart problems behind consumer debt, and why debt may not always be a money problem.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients' money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/
Scaling a firm requires more than technical expertise. It calls for clear systems, strong leadership, and the ability to adapt as the market changes.Dan Gertrudes, CEO of GrowthLab, has spent the last decade shaping an outsourced finance and accounting firm that emphasizes strategy alongside service. From acquiring a traditional bookkeeping practice to building an advisory-driven model, he has focused on standardization, innovation, and the future role of AI in the industry. Dan shares how to move from bookkeeping into advisory, why standardization fuels growth, and what AI means for the economics of running a firm.What you'll learn in this episode:How to build a scalable outsourced finance and accounting firmWhy standardization protects margins and creates efficiencyHow advisory services strengthen client relationshipsWhat AI adoption means for the future of firm growthJump into the conversation:(00:00) Meet Dan Gertrudes(02:53) Early lessons from launching an accounting firm(04:18) Why the vision was uniting finance under one umbrella(06:53) Moving from corporate structure to cloud-based flexibility(09:39) Building GrowthLab beyond bookkeeping into advisory services(13:52) Standardization as the key to firm efficiency and scale(17:00) Why saying no strengthens long-term client relationships(20:37) The role of AI in reshaping firm economics(26:12) Industry adoption challenges and opportunities with new tech(32:42) Changing personal economics for firm owners and teams(38:53) Leading with compassion during AI-driven transformation
If your parents passed away relatively young, it's only natural to wonder whether you'll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning and when to draw Social Security benefits? We'll answer a listener's question on this exact topic on today's episode. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Ready to plan your federal retirement? In this video, we break down the essential steps to prepare for your transition into retirement, ensuring your financial independence and security. From understanding your federal retirement process to strategizing your Thrift Savings Plan (TSP) withdrawals, we've got you covered.Learn how to verify your service computation dates, estimate your pension and FERS supplemental benefits, and create a smart TSP strategy tailored to your unique needs. We'll also guide you through evaluating survivor benefits and understanding key federal benefits to maximize your retirement income.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#tsp #benchmarkfinancialgroup #planyourfederalretirement
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how the One Big Beautiful Bill Act impacts kids & youth.Read the Bill hereSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel.
The healthcare landscape changes dramatically when you hit retirement age, and Medicare—that government program you've been paying into for decades—finally becomes available. But is it really the free healthcare solution many Americans believe it to be? In this illuminating episode, we unpack the reality behind the Medicare system and what it actually costs retirees.Many approaching retirement assume Medicare will eliminate their healthcare expenses, but the truth is far more complex. We break down each component of Medicare—from premium-free Part A (hospital coverage) with its surprising $1,600 per-stay deductible to Part B's monthly premiums of $175 for doctor visits and medical tests. You'll learn why Medicare Part C (Advantage Plans) might seem attractive with added vision and dental benefits but could ultimately restrict your healthcare choices, and why traditional Medicare with a supplement plan offers more comprehensive coverage despite higher upfront costs.The financial reality is sobering: even with Medicare, retirees should budget $6,000-$10,000 per person annually for healthcare expenses. This includes premiums, deductibles, and costs for services Medicare doesn't cover like comprehensive dental, vision, and hearing care. We share practical strategies for managing these expenses, including leveraging HSA accounts from your working years to cover Medicare premiums tax-free, and why coordinating your Social Security start date with Medicare enrollment can simplify premium payments.Don't get caught unprepared by Medicare's complexities. Whether you're approaching retirement or helping aging parents navigate their healthcare options, this episode provides the clear, straightforward guidance you need to make informed decisions. And remember to review your coverage during the annual open enrollment period from October through December 7th—even if you're satisfied with your current plan, as benefits and networks frequently change. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss whether the One Big Beautiful Bill Act is just a tax cut for the rich, or if it is actually fuel for the economy.Read the Bill hereSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Ever wonder why that big raise or promotion didn't actually change your financial situation? The culprit might be what financial experts call "lifestyle creep" – the gradual elevation of spending habits that silently consumes increased income before it can build your wealth.In this focused financial guidance session, we examine how even six-figure earners find themselves living paycheck to paycheck due to incremental lifestyle upgrades. Those seemingly minor changes – switching from home-cooked meals to frequent takeout, upgrading from budget vacations to luxury resorts, or adding multiple streaming services – collectively create a significant drain on financial resources. I share a revealing conversation with a friend spending thousands monthly on meal delivery services while simultaneously seeking financial advice, highlighting how awareness doesn't always translate to action.The antidote to lifestyle creep isn't deprivation but deliberate decision-making. I recommend comparing current spending against statements from two years ago to identify inflation in personal expenses, and suggest following a modified 50-30-20 rule when handling raises: limit lifestyle increases to just 30% of new income while directing the remainder toward savings and investments. Building real wealth doesn't come from earning more – it comes from keeping more of what you earn. Try this practical challenge: when you receive your next raise, maintain your current lifestyle for a full month and experience how it feels to have that extra money accumulating rather than disappearing. Then make intentional choices about where that money should go for maximum long-term benefit.Remember that today's financial discipline creates tomorrow's freedom. Small, consistent actions to combat lifestyle creep will compound over time, allowing your future self to enjoy genuine financial security rather than just an upgraded version of paycheck-to-paycheck living. What could your financial future look like if you kept more of each raise you earned? Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
The new tax bill just passed, but will it actually help you? Let's look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
The future of advice is holistic. Learn why today's financial professionals need to think beyond portfolios and start planning for life's biggest transitions.Show Notes Info:If you're interested in hearing more from Catherine and reading the fullreport, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the ethical concerns surrounding the One Big Beautiful Bill Act. Read the Bill hereSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Navigating the tax maze just got a little more interesting with the passage of the One Big Beautiful Bill Act. Despite headlines suggesting "tax-free Social Security," the reality offers different but substantial benefits for various groups of Americans.Seniors aged 65 and older can now claim an additional $6,000 deduction ($12,000 for married couples) regardless of whether they itemize or take the standard deduction. This benefit applies even if you haven't started taking Social Security yet, though it phases out for higher-income households. Meanwhile, service industry workers rejoice – tip income can now be excluded from taxable income below certain thresholds, potentially saving servers and other tipped professionals thousands in taxes annually. The SALT deduction cap jumps from $10,000 to $40,000 for most taxpayers, though the marriage penalty remains firmly in place with couples limited to the same $40,000 cap as singles.Car buyers will appreciate the new deduction for up to $10,000 in auto loan interest, while charitable givers face a mixed bag of changes – non-itemizers can deduct $1,000-$2,000 in donations starting next year, but itemizers lose deductibility on their first 0.5% of income donated. Each provision comes with different income limitations based on adjusted gross income, creating planning opportunities for those near these thresholds. Consider strategies like increased retirement contributions or qualified charitable distributions to optimize your position under these new rules.Most Americans will see lower tax bills in the coming three years, but remember – in taxation, "permanent" rarely means forever. As administrations and priorities shift, so too will the tax landscape. Listen now to understand how these changes affect your financial picture and what proactive steps might save you money before filing season arrives.Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning Summaryhttps://www.kitces.com/blog/obbba-one-big-beautiful-bill-act-tax-planning-salt-cap-senior-deduction-qbi-deduction-tax-cut-and-jobs-act-tcja-amt-trump-accounts/ Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi with down with Michael Blue (Ron Blue Institute) to talk about aligning their finances with their faith.Learn more about the Ron Blue Institute.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
From AI-powered robots to autonomous vehicles and data-hungry cameras, the next generation of connected assets is pushing wireless networks to their limits. While Wi-Fi 6E and Wi-Fi 7 deliver leaps in speed, bandwidth, and capacity, some applications demand even more—ultra-low latency, higher reliability, and seamless connectivity. In this episode, we dive into the exciting evolution of Wi-Fi, how Ultra-Reliable Wireless Backhaul (URWB) delivers ultra-reliability beyond what Wi-Fi can deliver, and how organizations are combining Wi-Fi and URWB to unlock new use cases. We will also unpack: What sets Wi-Fi 6E and Wi-Fi 7 apart from earlier generations? The new possibilities these Wi-Fi advancements enable—and where they fall short. Cisco's innovation for ultra-reliable wireless connectivity: URWB Real-world examples of URWB-powered solutions How Cisco is making URWB more accessible and simpler to deploy alongside Wi-Fi. Resources https://www.cisco.com/site/us/en/products/networking/industrial-wireless/index.html#tabs-9da71fbd27-item-1288c79d71-tab https://www.cisco.com/site/us/en/products/networking/industrial-wireless/ultra-reliable-wireless-backhaul/index.html?ccid=cc002272&oid=powit024681&dtid=ooteotr001729#tabs-9da71fbd27-item-1288c79d71-tab Cisco guest Bibin Raveendran, Product Manager, IoT (Industrial Wireless), Cisco Cisco Champion hosts Len Ledford, Architect II, Advisory Services, Insight Jonathan Mahady, Principal Network Engineer, BHP Peter Foppen, Technical Solutions Architect, Comstor Nederland Rickey Keith, Vertical Systems Engineer Moderator Danielle Carter, Customer Voices and Cisco Champion Program
Overview: In this episode of the SMB Community Podcast, our host James Kernan, along with guests Christina Klein from Land Sweeper and Martin from B2B Cyber Secure, discuss the importance of data, automation, and innovative tools in transforming the Managed Service Provider (MSP) landscape. Christina and Martin share their experiences and successes using Lansweeper to drive IT asset discovery, risk assessment, and cybersecurity compliance. They also explore how MSPs can leverage Lansweeper data to enhance service offerings and build trust with clients. The episode highlights future developments in AI and automation for Lansweeper and provides listeners with actionable steps to integrate these tools into their operations. --- Chapter Markers: 00:00 Introduction to the SMB Community Podcast 00:26 Meet the Guests: Christina Klein and Martin Dubreuil 01:21 Martin's Success with Lansweeper 03:12 Christina on Leveraging Lansweeper data 09:18 The Role of Cybersecurity in MSP Operations 13:53 Automation and Integration with Lansweeper 23:40 Future of Lansweeper and AI Integration 28:48 Conclusion and Signoff --- About Christina Klein: Christina Klein has worked in the tech industry for 27 years. Her current role is the VP of Global Managed Service Providers. Her career has spanned from global giants like Microsoft & AWS to scale-ups like Movere and Lansweeper. Passionate about building & communicating the value of technology solutions through partnerships, Ms. Klein is an award-winning public speaker, 2023 Channel Chief and 2023 Role Model of the Year finalist. About Martin Dubreuil: With over 20 years of experience in IT management and cybersecurity, Martin Dubreuil specializes in IT asset discovery, risk assessment, and managed security services. As Associate & Director of Advisory Services at B2B Cyber Secure, a strategic partner of Lansweeper, he helps organizations secure their IT environments, optimize asset management, and strengthen compliance. For the past 12 years, Martin has leveraged Lansweeper to provide comprehensive network visibility, vulnerability detection, and cybersecurity insights. His expertise enables businesses to identify risks, reduce attack surfaces, and implement proactive IT security strategies through managed services and automation. "Using Lansweeper, we uncover network vulnerabilities by identifying unmanaged assets, providing insights for improving both IT and OT environments." --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com
Ever felt paralyzed by not knowing exactly what financial goals to set for your future? You're not alone. This episode tackles the common dilemma many young professionals face: how to save for a future you can't yet envision.Drawing from personal experience, I share how my husband and I discovered our love for Colorado's mountains later in life – a passion we couldn't have predicted in our twenties. Had we waited until identifying this specific goal before saving, our mountain property dream would have remained permanently out of reach. The lesson? Start saving now, even without specific targets.The episode reveals what I consider the ultimate saving hack: when you receive significant pay increases early in your career, resist dramatically changing your lifestyle. Make reasonable upgrades to safety and reliability, but otherwise maintain modest living standards and invest the difference. This approach creates remarkable financial flexibility by your 50s – options like early retirement, vacation homes, helping your children financially, or pursuing passions you haven't yet discovered.We also explore smarter consumption decisions, like our choice to rent boats occasionally rather than purchase one despite owning "everything for a boat except the boat." Having savings gives you the luxury of thoughtful consideration rather than impulsive decisions. Plus, financial security significantly reduces relationship tensions, as money ranks as the number one source of conflict among couples.Time truly is your greatest investment ally – the power of compound interest over decades makes starting early crucial. Don't let uncertainty about specific goals prevent you from saving. Begin now, invest consistently, and create options for a future self you haven't even met yet. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Why is enterprise AI still stuck in pilot mode? And what does it take to actually scale? In this episode of HFS Unfiltered Stories, Saurabh Gupta, President, Research and Advisory Services at HFS Research, is joined by Khalid Siddiqui, Global Finance Operations Offering Leader at IBM Consulting, for a no-fluff conversation about how to move from AI aspiration to enterprise-wide activation. Khalid unpacks real-world examples of where AI—and more importantly, agentic AI—has been successfully deployed to improve cash flow, reduce processing time, and create orchestration across systems. They go beyond the hype to explore: Why AI is “dying a death by a thousand POCs”—and how to avoid itA building materials client's journey from 30-minute query resolution to 2-minute outcomes using AI agentsThe critical role of data readiness and system simplification in AI scalabilityHow agentic AI and AI fabric are orchestrating finance operations end-to-endThe hidden cost of AI adoption: data debt, process debt, cultural resistanceTangible business results: improving DSO, boosting collections, and reducing controller workload across 50+ marketsTired of AI pilots that go nowhere? Watch this candid conversation to learn what it takes to make AI work at scale—and how you can get there faster. Tune in now to start turning your AI ambitions into enterprise-wide impact.
In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors. They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure. Key takeaways Valuation shifts as startups grow Qualitative factors matter VC return goals set discount rates Cost approach applies beyond early stages Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton Host: Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide The FVS Valuation Podcast archives Early-Stage Valuation, A Conversation with author Antonella Puca 409A Valuations – What you Need to Know Valuation Considerations in Equity Compensation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
A new tax bill has officially passed (you've probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we're focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford break down the One Big Beautiful Bill Act. Read the Bill hereSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Benchmark Financial Group answers ten essential questions that every Federal employee should ask as they prepare for retirement. Learn how to choose the best retirement date, understand your federal pension, optimize annual and sick leave, and navigate the complexities of survivor benefits, TSP withdrawals, Social Security, and federal health insurance options.————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time convenient for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn at / benchmark-financial-group-llc orFacebook at / benchmarkfinancialgroupllc Benchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#benchmarkfinancialgroup #planyourfederalretirement
Welcome to another engaging episode of The Brand Called You! In this episode, host Ashutosh Garg sits down with John Martinka, known as the “Escape Artist,” a dealmaker with Nokomis Advisory Services and the author of Exit with Style, Grace and More Money. Together, they delve into the intricacies of buying and selling businesses, lessons from deals gone right (and wrong), and strategies for exiting your business with prosperity and pride.Here's a breakdown of what you can expect from the conversation, including important timestamps in question format:
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss whether or not there is wisdom in lending money to family.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
A few months ago, we hosted a Special Edition of Everything Compliance, featuring the two primary hosts of the Great Women in Compliance, Lisa Fine and Hemma Lomax, along with our female panelists from Everything Compliance, Karen Woody and Karen Moore, all moderated by Kristy Grant-Hart. The episode was so popular (and the host and guests had so much fun) that everyone involved decided to make it a quarterly event. Today's episode is hosted by Kristy Grant-Hart, with panelists Karen Moore, Lisa Fine, and Hemma Lomax. Highlights include: Lisa Discusses UK Fraud Prevention Law Hema on the False Claims Act Karen on Compliance, Rewards, and Incentives Exploring Behavioral Science in Business Ethics and Compliance Incentives AI, Blackmail, and Whistleblowing Sentient AI and Ethical Dilemmas Rants and Raves: Compliance and Beyond The members of this special episode of Everything Compliance (GWIC edition) are: Karen Moore is an Adjunct Law professor at the Fordham School of Law. Lisa Fine – is a co-host of the award-winning Great Women in Compliance. Hemma Lomax– is a co-host of the award-winning Great Women in Compliance. The host of this special episode of Everything Compliance is Kristy Grant-Hart, VP, Head of Advisory Services at Diligent and co-host of the award-winning podcast 2 Gurus Talk Compliance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how to handle a financial windfallSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
In this episode of the Additive Snack Podcast, host Fabian Alefeld is joined by Madhi Jamshid and Scott Sevcik of the ASTM Additive Manufacturing Community to discuss significant trends and insights within the additive manufacturing industry. They delve into the history and evolution of the Wohlers Report, various advancements in different sectors like defense and consumer products, and the impact of geopolitical factors such as trade policies on the industry. The discussion also covers the maturity of additive manufacturing, the role of standards and certifications provided by ASTM, and future growth projections. Madhi and Scott offer a comprehensive view of how the industry has evolved and what to expect in the coming years. 01:47 History and Evolution of Wohlers Report 02:54 Wohler Report's Acquisition and Transformation 06:35 Consulting and Advisory Services 13:46 Emerging Trends in Additive Manufacturing 30:28 Challenges and Slowdowns in the Industry 38:01 Scalability in Hardware vs. Software Investments 39:07 Impact of Politics and Trade Policies on Additive Manufacturing 39:55 Complexities and Uncertainties in Global Supply Chains 46:18 European Union's Defense Spending and Additive Manufacturing 52:50 Role of Standards in Additive Manufacturing 01:02:44 Future Trends and Industry Growth Projections 01:14:41 Conclusion and Final Thoughts
Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving practice with high-paying clients. Michelle shares insights on creating empowering sales conversations and achieving work-life balance while teaching firm owners to charge premium fees and focus on value-based interactions. If you're ready to transform your approach to selling, and build the confidence to grow your business without compromising your integrity, this is a must-listen.
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss a growing trend among Gen Z... "Microretirement"Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Freedom requires a plan, especially in retirement. The myth that retirees can abandon budgeting once they stop working creates unnecessary financial stress and can threaten long-term security. As a financial planner, I've seen how the right approach to retirement spending creates confidence, reduces anxiety, and actually encourages enjoyable spending.When your income no longer arrives automatically through a paycheck, understanding your cash flow becomes even more critical. Retirement brings changing expenses - from healthcare costs to dream vacations - while inflation and longevity risk add complexity to financial planning. The good news? Retirement budgeting doesn't mean restriction; it means clarity and purpose.The most effective retirement spending plans categorize expenses as fixed (housing, insurance, utilities) and variable (travel, hobbies, gifts). Match guaranteed income like Social Security to your essential expenses, while using investment growth for discretionary spending during favorable market conditions. Track your spending for a couple months, create a simple one-page budget, and review it quarterly. This approach provides the freedom to spend confidently on what matters most to you.My favorite moments as a financial advisor come when I can encourage well-prepared clients to spend more money in retirement. With a solid foundation and clear understanding of your financial boundaries, you can travel, pursue hobbies, support family, and live generously without constant worry. Ready to build a retirement budget that enhances rather than restricts your lifestyle? Let's talk about how a thoughtful financial plan can help you enjoy the retirement you've worked so hard to achieve. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Pastor Drew Gysi and Tyler Rutherford ask Financial Advisor Tim Russell, CFP® the hard questions.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
The union representing midwives says Wellington Hospital cutting beds from its gynaecology and maternity wards in a trial aimed at making more room for patients from the overcrowded Emergency Department is a bad move. Midwifery Representation and Advisory Service's Caroline Conroy spoke to Melissa Chan-Green.
Have you ever left a job and forgotten about your retirement plan? You're not alone. A staggering $1.3 trillion sits in over 25 million abandoned 401(k) accounts across America. That's literally like walking away from your paycheck when you exit the building!Today I'm breaking down your four options for those old retirement plans, whether they're 401(k)s or 403(b)s. You can leave the money where it is (if you have over $7,000 in the account), which might work well if your former employer offered solid low-cost options. But let's be honest – out of sight often means out of mind, and these accounts frequently end up neglected.Rolling your old plan into your current employer's 401(k) keeps everything in one place, making it easier to manage alongside your current contributions. This strategy also preserves your ability to make backdoor Roth IRA contributions if your income exceeds the normal limits. Alternatively, you could roll the funds into an IRA for potentially greater investment flexibility, though this might come with higher costs than employer plans. And while you can move traditional IRA money back into a 401(k) later, curiously, you can't do the same with Roth IRA funds.The fourth option – cashing out – should generally be your last resort. Between regular income taxes and the 10% early withdrawal penalty, you could easily lose 25-30% of your money immediately. Imagine cashing out $50,000 while earning $75,000 – suddenly your taxable income jumps to $125,000, creating a potential tax nightmare!When deciding what to do with your old retirement accounts, consider fees, investment options, whether you might need to access the money through loans, and the mental clarity that comes from consolidation. Don't become part of that $1.3 trillion in forgotten funds! Review your accounts annually, maintain your online access, and ensure your hard-earned retirement savings keep working for your future. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss lifestyle creepBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Health plans continue to face operational delays due to fragmented systems and an over-reliance on manual reporting cycles. While data analysts work across multiple platforms to produce static reports, the insights often arrive too late to support real-time decisions. This episode explores why traditional models are no longer sustainable and how self-service dashboards, powered by a connected data ecosystem, are transforming operational agility. Listeners will hear how prebuilt metrics provide immediate visibility across functions such as claims, call center performance, and ID card fulfillment, enabling teams to respond faster, stay compliant, and enhance member outcomes. The discussion also covers adoption strategies, ROI considerations, and the organizational shift toward on-demand, decision-ready data.Listen now to discover how leading health plans are moving from reactive operations to real-time insight, without relying on analysts.About Our Guest: Michael Waxman is a health plan operations leader with over 20 years of experience as a health payer consultant at PwC and EY. He recently served as the Director of Business Operations for the post-implementation operations of HealthProof's technology ecosystem for a Medicare Advantage client. Using HealthProof's self-service dashboard, he ensured operational alignment for the health plan's provider data, claims, credentialing, cross-functional alignment for call center, disputes, utilization management, and more. Today, Waxman is a member of the Advisory Services team at HealthProof.
Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits. The conversation reveals how positioning yourself as a benefits advisor can double or triple your fees while helping clients attract better talent and reduce costly employee churn.Learn more about Gusto https://gusto.com/product/benefitsChapters(00:56) - Meet Our Guests (01:26) - The Growth Story: Dark Horse CPAs' Success (02:04) - Advisory First Approach: Transforming Client Relationships (03:38) - Gusto's Role in Benefits: An Overview (07:37) - Challenges and Solutions: Small Businesses Offering Benefits (10:25) - The Cost and Complexity of Benefits: Breaking It Down (15:00) - Advisory Conversations: Identifying Client Needs (19:23) - Gusto's Support for Accountants: Tools and Resources (25:43) - Affordability and Competitive Advantage (26:40) - Partnering with Gusto for Benefits (28:19) - Gusto's Software Solutions (29:12) - Client Experiences with Gusto (29:52) - Gusto's User-Friendly Platform (39:10) - Implementation and Timeline (47:42) - Increasing Revenue through Advisory Services (49:52) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Julia MillerLinkedIn: https://www.linkedin.com/in/julia-g-millerJustin KurnLinkedIn: https://www.linkedin.com/in/justinkurnWebsite: https://darkhorse.cpa/justin-kurn-cro/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the harmful effects of minimum wage laws.Buy our new book: The Good StewardEconomics in One LessonSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
June 23, 2025: Samme Diaz, Vice President of Advisory Services at Healthlink Advisors, joins Sarah for the news. How can healthcare organizations address the persistent challenge of EHR-driven nurse burnout when clunky interfaces and poor workflow integration continue to hinder their progress? And as Emory Healthcare pioneers the nation's first Apple-powered hospital environment, what possibilities emerge when consumer technology meets clinical care? Beyond the technology itself, Sarah and Samme draw from their CIO experience to examine the often-overlooked human elements of digital transformation. Key Points: 01:43 Nurses and EHR Burnout 06:52 Emory's Apple-Powered Hospital 14:34 Challenges and Opportunities News Articles: Nurses Continue to Name EHRs a Top Driver of Burnout and Resignation in 2025, Black Book Nurses' Week Survey Emory Healthcare debuts 1st Apple-powered hospital
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss who wins and who loses in an inflationary environment Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable insights on how to break free from the burnout cycle, ethically double or triple your fees, and create consistent cash flow by leading with strategic tax planning and advisory services. He also reveals how to attract ideal clients, ditch the ones that drain your energy, and build a firm and life full of abundance. Join us as we dive deep into practical tips, real-life success stories, and actionable steps to revolutionize your practice and achieve the financial freedom you've always dreamed of.
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