Podcasts about Ameriprise Financial

Teaching kids the value of money and about finances can be a challenge but our expert guest today has some many great ways to help with that. Some of what you'll hear in this mini episode includes: What is the average payout from the Tooth Fairy? How can parents raise financially savvy children? How can parents take control of their finances? Where can we go for more information? From prioritizing college tuition to choosing how to compensate their children, a new study from Ameriprise reveals the financial pressures parents are facing to provide their children with the best life possible. Many parents worry the tradeoffs they're making now will impact their long-term financial futures. The research also revealed opportunities for parents to shore up their own finances. Parents & Finances Study Insights: 7 out of 10 parents (72%) experience parental guilt with more than a third (35%) putting pressure on themselves to be the perfect parent. Most parents (70%) involve their children in family financial decisions to help instill values and half (49%) started investing for their children's future before they turned five. Fun Fact: Do You Know the Average Payout of a Tooth Fairy Visit?   Almost all parents (96%) enlist the “Tooth Fairy” to help fill their children's piggy banks. On average, the Tooth Fairy pays $5 per tooth. About Deana Healy: Deana Healy, CFP® is Vice President, Financial Planning & Advice for Ameriprise Financial. Healy and her team are responsible for executing the overall financial advice strategy at Ameriprise, which enables the firm's more than 10,000 financial advisors to help clients meet their goals with confidence. In this role, Healy also leads Advice Operations, Advice Policy, and the Advice Sales Enablement Team, helping advisors efficiently and compliantly engage with clients. She has nearly 25 years of experience within the financial services industry. She is on the board of The Nijuba Project, an organization dedicated to improving the lives of underprivileged Ugandan children through quality education, health and well-being. Healy is a CERTIFIED FINANCIAL PLANNERTM professional. She holds a Master of Arts from Princeton University and a Bachelor of Arts from Wellesley College.   About the Research The Parents & Finances research was created by Ameriprise Financial and conducted online by Artemis Strategy Group from January 3-31, 2025, among 3,010 American parents with at least one child age newborn to 30. Parents who are between ages 25-29 have $50,000 or more in investable assets, while parents ages 30+ have $100,000 or more. For more information visit ameriprise.com. Please leave a 5-star review or thumbs up so we can reach more parents like you!  Subscribe to our podcast by sending an email to subscribe@teachingyourtoddler.com For more expert interviews, fun activities and story time podcasts, please visit our website at https://www.teachingyourtoddler.com/ All our shows are posted as videos as well on our YouTube channel here: https://www.youtube.com/@UCn6KENOPvdf6c_m9DNvsNtQ Find us on social media here: Facebook at https://www.facebook.com/TeachingYourToddler X/twitter at https://x.com/TeachingToddler Instagram at https://www.instagram.com/teachingyourtoddler/ To support great future content, please click here and help us out with a $5 gift: glow.fm/teachingyourtoddler Leave us a 5-star Review and comment your ideas for future shows! #parenting #toddlers #moms #momlife #kids #podcast #toddlerlife #education

Send us a textWhat happens when you deliberately choose difficulty and discomfort? In this powerful reunion episode with Brian Mora, we explore how voluntary adversity shapes character, expands capabilities, and ultimately leads to greater fulfillment.Since we last spoke two years ago, Brian has transformed his life through deliberate challenge. After taking on leadership of recruiting at Ameriprise Financial, he learned stand-up paddleboarding from scratch to complete the 79-mile Crossing for Cystic Fibrosis event from the Bahamas to Florida. Perhaps most significantly, he fulfilled his entrepreneurial dream by opening a Rumble Boxing franchise, stepping far outside his corporate comfort zone.The conversation reveals practical wisdom for anyone seeking growth. Brian emphasizes starting with meaningful challenges, identifying potential obstacles, creating progress markers, and cultivating accountability partnerships. He shares how his paddleboard journey through shark-infested waters taught perseverance, while his boxing studio revealed striking differences between financial services and fitness industries—particularly regarding customer relationships and retention.Most powerfully, Brian addresses the core barrier many face: the fear of being bad at something new. He advocates dual visualization—picturing both the rewards of persevering and the risks of inaction. This approach provides motivation through difficult moments and helps overcome the natural tendency to avoid discomfort.Whether you're contemplating a major life change or simply seeking to build more discipline into your daily routine, this episode offers a blueprint for embracing discomfort as a path to growth. As Brian notes, "The key to a long life is continuing to challenge yourself"—wisdom backed by neuroscience and demonstrated through his remarkable journey.Ready to step outside your comfort zone and discover what you're truly capable of? Listen, reflect, and take that first uncomfortable step toward meaningful growth.Support the showhttps://bamboolab3.com/

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Here's what to expect on the podcast:Sharissa's journey from tech leadership to coaching.Understanding and identifying burnout.How introverts can thrive in leadership without changing who they are.Balancing work and self-care.Practical tips for introverts to lead with confidence and authenticity.And much more! About Sharissa:Sharissa Sebastian Deppen is the CEO of Leadership Mastery Alliance; a company specializing in supporting introverted servant leaders who are women in corporate leadership. She's a leadership and executive coach with an MBA, MSc in Technology Leadership, and her PCC Certification from the International Coaching Federation (ICF), as well as a Myers Briggs Certified Practitioner. She has 15+ years of corporate leadership experience, in addition to coaching several Fortune 100 leaders and executives.She's also a TEDx speaker and TEDx speaker coach, an award-winning international keynote speaker, a writer for Forbes and the Huffington Post, a member of Forbes Coaches Council, a Professor at Southeastern University, and an advisory board member at the University of South Florida.Her many years of experience include helping leaders draw on their God-given strengths and abilities, see their value, and be able to bring out the best in themselves and others, all while having fun, being fulfilled and not burning out! She's able to masterfully help them navigate their blind spots while thriving in their zone of genius to take their career and leadership to a level that has a significant impact on themselves, their teams and their organization.Her clients include leaders and executives at companies such as LinkedIn, Facebook, Google, Amazon, Twitter, Microsoft, Harpo Studios, Bank of America, CNN, The United Nations, Intuit, SalesForce, BP, Fedex, Comcast, Deloitte, Accenture, Keurig Dr. Pepper, Victoria's Secret, Warner Brothers Studios, US Bank, Coinbase, Ameriprise Financial, Nestle, Virgin, Mars, Slack, Space Force, among others. Connect with Sharissa Sebastian Deppen!Website: https://www.leadershipmasteryalliance.com/Email: info@leadershipmasteryalliance.comLinkedIn: https://www.linkedin.com/in/sharissasebastian/----- If you're struggling, consider therapy with our sponsor, BetterHelp.Visit https://betterhelp.com/candicesnyder for a 10% discount on your first month of therapy.*This is a paid promotionIf you are in the United States and in crisis or any other person may be in danger -Suicide & Crisis Lifeline Dial 988----- Connect with Candice Snyder!Website: https://www.podpage.com/passion-purpose-and-possibilities-1/Facebook: https://www.facebook.com/candicebsnyder?_rdrPassion, Purpose, and Possibilities Community Group: https://www.facebook.com/groups/passionpurposeandpossibilitiescommunity/Instagram: https://www.instagram.com/passionpurposepossibilities/LinkedIn: https://www.linkedin.com/in/candicesnyder/Shop For A Cause With Gifts That Give Back to Nonprofits: https://thekindnesscause.com/Fall In Love With Artists And Experience Joy And Calm: https://www.youtube.com/@movenartrelaxation

The Ameriprise Financial managing director shares her best advice for financial advisors interested in boosting their presence on social media.

Hosts Don McDonald and Tom Cock emphasize the critical importance of hiring a fiduciary financial advisor, legally required to act in your best interests and transparently disclose conflicts of interest, such as fees and commissions. They caution listeners against advisors who misleadingly claim fiduciary status and advise verifying credentials through reliable resources like FINRA's BrokerCheck. By reviewing documents like Form ADV Part 2, investors can clearly identify conflicts of interest and fee structures. Highlighting examples from Ameriprise Financial and Appella Wealth, they illustrate the contrast between firms with extensive conflicts and those genuinely fiduciary-focused. The hosts underscore maintaining diversified, low-cost portfolios and avoiding market timing. They encourage investors to utilize available educational resources and thorough advisor vetting to secure their financial well-being. 0:32 Introduction to Fiduciary Responsibility 2:11 Finding a Fiduciary Financial Advisor 6:39 Verifying Advisor Credentials 8:39 Researching Financial Firms 11:23 Understanding Fees and Compensation 13:23 Conflicts of Interest Explained 16:43 Importance of Due Diligence 21:39 Listener Questions on Investment Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.2. Transition Into Finance, Merrill Lynch and Ameriprise.3. Strategies For Finding New Clients And Growing The Business.4. Personal Interests, Golf, and Science Fiction.Connect With Michael:LinkedIn: https://www.linkedin.com/in/michaelbernberg/ Website: https://www.ameripriseadvisors.com/m.bernberg/ Follow us to maximize your marketing, close more clients, and amplify your AUM:Instagram: ⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠TikTok: ⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠YouTube: ⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠Facebook: ⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠Twitter: ⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠iTunes: ⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠Website: ⁠⁠⁠https://uhnwc.com⁠⁠⁠Work with us: ⁠⁠⁠https://famousfounder.com/fa⁠DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.In this episode, Brian and Art discuss:1. The Power of Relationships: Small Gestures, Big Impact2. Client Retention Strategies: Building Trust in Times of Change3. The Franchise Model vs. Independent Practice4. Focus on Relationships, Not Just NumbersLinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop  TikTok: https://www.tiktok.com/@faworkshop  YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop  Twitter: https://twitter.com/FAsWorkshop  iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408  Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE  Website: https://www.financialadvisorsworkshop.com/  Work with FourStar: https://financialadvisorsworkshop.com/Advisors  DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

This week Ivy Slater, host of Her Success Story, chats with her guest, Niraj Chhabra. The two talk about the unique financial challenges faced by women and attorneys, the personalized strategies Sidebar Advisors employs to address these challenges, and the innovative ways Niraj leads his team to create a fulfilling work culture. In this episode, we discuss: Niraj Chhabra's unexpected career path The decision to launch Sidebar Advisors Sidebar Advisors unique approach toward women lawyers The importance of educational workshops Differences in financial planning between men and women   Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Interesting Facts Favorite quote: James Dean, who says, “Dream as if you'll live forever. Live as if you'll die today.” Niraj loves brewing his beers. He enjoys spending time outdoors, running marathons, gardening, and snowboarding. Inside, he likes to start his day by meditating and catching up on his favorite books. When he's not working, Niraj enjoys international travel with his wife and son and giving back to his community. Education Niraj received his MBA in finance at Rutgers University in 2015. Before, he attended Montclair State University and graduated in 2005 with a bachelor's in business administration, management, and marketing. Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CLTC® Certified Long Term Care® CRPC® Chartered Retirement Planning Counselor℠ Series 66 – Uniform Combined State Law Examination Life and Health Insurance Professional Associations Financial Planner's Association of NJ, Membership Committee Community Participation De Novo Harriers Oasis-A Haven for Women & Children, Volunteer Savvy Ladies, Volunteer   Niraj Chhabra, CFP®,MBA,CLTC,CRPC® Financial Planner    Direct: (201) 484-7464   LinkedIn | Facebook Website:  https://sidebaradvisors.com/ Social Media Links: https://www.facebook.com/SideBarAdvisors https://www.linkedin.com/in/nirajchhabra/      

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠https://UHNWC.com/⁠⁠ Ross Mannino, CFP® (LinkedIn), is a Managing Director at Ameriprise Financial Services, LLC, with over 34 years of experience in the financial industry. In this episode, Ross shares his inspiring journey from starting as a 19-year-old cold caller to managing $800 million in assets. Learn how mentorship, innovation, and client trust have shaped his success. Ross also dives into the challenges and opportunities of succession planning, the role of AI in finance, and strategies for growing multi-generational wealth. In this episode, Chris and Ross discuss: 1-Building and Growing a Financial Advisory Practice 2-The Role of Mentorship in Career Growth 3-Adapting to Industry Changes and Future Trends 4-Succession Planning and Growing Multi-Generational Wealth Connect With Ross Mannino: LinkedIn: https://www.linkedin.com/in/rossmannino/ Website: https://www.ameripriseadvisors.com/ross.mannino/ Work With Ross: https://www.ameripriseadvisors.com/team/wealth-planning-strategies/ Follow us to maximize your marketing, close more clients, and amplify your AUM: Instagram: ⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠ TikTok: ⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠ YouTube: ⁠⁠https://www.youtube.com/@uhnwc⁠⁠ Facebook: ⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠ Twitter: ⁠⁠https://twitter.com/uhnwcpodcast⁠⁠ iTunes: ⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠ Spotify: ⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠ Website: ⁠⁠https://uhnwc.com⁠⁠ Work with us: ⁠⁠https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.

Send us a textToday, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights of our first conversation on this podcast. With an impressive career spanning leadership roles at Northwestern Mutual, LPL Financial, Allianz Life, and Ameriprise Financial, Topaz brings a wealth of experience and vision to the table. He's a proud graduate of Augsburg University with a BA in Business Managerial Economics and holds an MBA from the University of Minnesota's Carlson School of Management.But that's just the beginning.In today's episode, we dive into Topaz's fresh perspective as Chief Operations Officer at IAA, exploring how he's building on the strong foundation laid by founder and CEO Robert Russo. Despite joining the team recently in 2023, Topaz has quickly embraced IAA's mission and vision, contributing to its impressive growth trajectory—from just 7 advisors a decade ago to nearly 240 by the end of 2024. Together with Robert and team, he's driving the firm's commitment to the "supported independence model," empowering advisors to focus on their strengths while planning for their futures.Get ready for an energizing conversation with a rising leader and visionary thinker—right here, In The Suite.

For our last show of Season 6, it's an ode to winter. A winter of whimsical skaters on frozen London rivers, of Japanese villages buried in snow—a winter that barely exists anymore, if it ever really did. It's the winter of art and literature, where the snow is always pure and plentiful, and beauty and metaphor matter most—a “wintry mix” we can all appreciate. A special announcement: Our first-ever live show will be January 23 at our home museum, the Minneapolis Institute of Art, at 6 p.m. The show is free, but seating is limited and tickets are required. Get tickets online starting December 23 at 9:30 a.m. by going to at artsmia.org, clicking on the tickets tab, and scrolling to The Object LIVE! Presented by Ameriprise Financial. The show will feature live music, quizzes, and a taping of the podcast itself—all about Édouard Manet and his Impressionist friends and frenemies, on his 193rd birthday. More information at https://new.artsmia.org/event/the-object-live-presented-by-ameriprise-financial A standout winter painting (and recent addition to Mia's collection) is this Winter Landscape by the Finnish painter David Johannes Niemelä, from 1909: https://collections.artsmia.org/art/145286/winter-landscape-david-johannes-niemelae If you need a refresher on the Little Ice Age or its art, almost surreal in both its recency and its sights, here's the quick and icy: https://fiveminutehistory.com/20-amazing-winter-paintings-from-the-little-ice-age/

Why do some businesses flourish while others struggle, even when everything looks perfect on paper? In this episode, we sit down with Ray Kelly, Senior VP at Think2Perform, to share the decisions you can make TODAY to bring out the best in each person working in your business.   KEY TOPICS Why your team's bad habits reflect your leadership. How Netflix turned a failing business into a $300 billion empire by rewriting its culture. Why “average” employees are the fastest way to sabotage your business's health. Why loyalty doesn't always belong in your company culture.   MENTIONED IN THIS EPISODE Free Online Values Cards Exercise Ep.17 I Doug Lennick I Deciding to Think About What You Think About: Moral Intelligence Ep.24 I Ryan Goulart I Deciding to Live According to Your Values: The Neuroscience of Decision-Making   CHAPTERS 00:00 Intro: Defeating Bad Decision-Making in Life and Business  00:49 Is Georgia a Southern State? 03:08 Meet Ray Kelly: Leadership and Culture Expert  06:23 Walking Away from Corporate Success for Family Values  08:44 The Science of Better Decisions Through Values  13:26 Can You Know If a Decision Was Right?  18:18 Are Your Values Misaligned with Your Actions?  20:38 Why It's Hard to Admit What You Truly Value  25:24 How “Permission to Lead” Drives Accountability  29:44 Why Changing Habits Feels Impossible—and How to Succeed  36:58 Turning Painful Change into Fun and Progress  39:22 “Culture Eats Strategy for Breakfast”: Leadership in Action  46:30 Netflix's Culture Shift: From Failure to $300 Billion Success  51:16 Toxic Values at Work: When Loyalty and Family Fail  57:51 Why Leaders Destroy Culture by Failing to Live It  01:01:01 Ray's Decision-Making Tip for Business Owners  01:02:28 Key Takeaways  01:03:48 Message from the Producer   CONNECT WITH US ⁠www.decidedlypodcast.com⁠ Watch this episode on YouTube Subscribe on ⁠YouTube Join us on ⁠Instagram⁠: @decidedlypodcast Join us on ⁠Facebook⁠ Shawn's ⁠Instagram⁠: @shawn_d_smith Sanger's ⁠Instagram⁠: @sangersmith     Thank you to Shelby Peterson of Transcend Media for editing and post-production of the Decidedly podcast.   SANGER'S BOOK: ⁠A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact⁠   SHAWN'S BOOK: ⁠Plateau Jumping: What to Change When Change Is What You Want⁠   MAKING A FINANCIAL DECISION? At ⁠Decidedly Wealth Management⁠, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.  LEARN MORE: ⁠www.decidedlywealth.com⁠   SUBSCRIBE TO THE NEWSLETTER:⁠ https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR⁠      CONNECT WITH RAY KELLY Website:  https://mobile.think2perform.com/about-us/bios/ray-kelly Ray Kelly joined Think2Perform in 2010 after a 21-year career as a financial services executive. He spent much of his career on the sales side of the business, compiling a track record of high-performing teams. Ray spent 13 years growing and building one of the most successful sales office groups for Ameriprise Financial in the history of the company. Ray's offices were recognized annually for top sales growth, retention, client and employee satisfaction. His focus on creating a “Leaderful Culture” allowed his group to influence the national organization on major initiatives and created the opportunity for over a dozen of his leaders to be promoted to other positions across the company. Ray has a passion for helping people reach their potential and shaping cultures in which they live. He offers executive coaching/mentoring to leaders of all levels and conducts proven breakthrough leadership development training.

What are your dreams, your passion, your vision, your purpose? Do you feel like these are slipping away as you get older, or is it just too overwhelming to figure out? Here's the truth: you're still alive, which means you're still on a mission. You just might not see the opportunities waiting for you.In this episode of Your Biggest Breakthrough, David McNally joins us to reveal how imagination fuels possibility, why contribution is the key to fulfillment, and how even grief can coexist with gratitude. From lessons learned in bombed-out playgrounds of post-war London to wisdom gained from the Maasai tribe in Tanzania, David's story offers powerful insights for anyone feeling stuck or searching for purpose.He shares his journey of resilience—from battling cancer to starting college at 72—and proves that it's never too late to find a new dream or make a meaningful impact. If you're ready to unlock your potential, live with purpose, and embrace the rest of your life with intention, this conversation will leave you inspired and equipped. Don't miss it!Chapter:[00:00] Podcast Preview[01:00] Introduction to Your Biggest Breakthrough[01:48] Dreams and Responsibilities[02:51] Introducing David McNally[04:00] The Power of Imagination and Faith[05:09] God's Limitless Imagination[07:05] Creativity in Everyday Life[10:02] The Importance of Contribution[11:03] David's Early Life and Influences[14:07] Defining Moments and Life Lessons[17:49] Redefining Retirement[20:28] The Role of Elders in Society[21:16] Lessons from the Maasai Tribe[23:28] Connecting with the Elderly[25:15] Creating Purposeful Living Programs[28:14] Supporting Aging Parents[30:15] The Inspired Elder Initiative[33:18] The Foundation of Gratitude[36:25] Overcoming Health Challenges[37:42] Finding Daily Purpose[40:10] New Dreams and Opportunities[44:15] Going Back to College[45:35] Final Encouragement and Inspiration[46:51] Closing Remarks and ResourcesResources mentioned:David McNally's WebsiteGuest's bio and social handles:FacebookYouTubeDavid McNally is a globally recognized speaker, best-selling author, and award-winning film producer with a career spanning over four decades. As a member of the National Speakers Association's Speaker Hall of Fame, David has inspired millions with his work, speaking to audiences across the world and consulting for renowned organizations like Delta Air Lines, Walt Disney Imagineers, Ameriprise Financial, and Habitat for Humanity​.David has authored several influential books, including Even Eagles Need a Push, The Eagle's Secret, and Be Your Own Brand, which have been translated into 12 languages and integrated into corporate training programs in over 20 countries. His latest book, If You're Alive, Your Mission on Earth Isn't Finished, is a guide designed to inspire those over 60 to embrace the possibilities of this vibrant stage of life.​As a film producer, David's documentaries The Power of Purpose and If I Were Brave have garnered acclaim for their inspirational impact. Beyond his professional achievements, David believes that life is at its best when we are contributing and creating. His recently launched YouTube channel, The Inspired Elder, offers weekly insights to encourage viewers to find purpose and live with intention at any ageCall to action:Make sure to visit

Niraj Chhabra, Managing Director at Sidebar Advisors, explains why financial planning goes beyond investments, the surprising power of emergency funds, and how to strategically manage high contingency fee payouts.  Dominate your market today. Grab a copy of Chris' latest book, Personal Injury Lawyer Marketing: From Good to GOAT.  In today's episode of Personal Injury Mastermind, Niraj Chhabra helps you navigate the unique financial challenges of contingency fee-based practice while building lasting wealth. He shares expert insights on emergency funds, tax planning, and creating a comprehensive financial strategy tailored to PI attorneys. We discuss: Building adequate emergency funds for contingency-based practices Strategies for managing irregular income streams Tax planning for large contingency fee payouts Student loan management vs. investment priorities Updated 529 plan rules and education planning Investment strategies beyond basic index funds Succession planning for law firms Disclaimer: This conversation does not intend to recommend specific investment behavior. It's intended for informational and educational purposes only. Please seek independent legal, tax, and regulatory advice before making any investment decisions. Guest Details Niraj Chhabra, Managing Director of SideBar Advisors, launched the firm in 2022. Previously, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Niraj Chhabra: LinkedIn Side Bar Advisors: Website, Podcast, Events and CLEs Chris Dreyer and Rankings Details Chris Dreyer is the CEO and founder of Rankings.io, the elite legal digital marketing agency.  Rankings: Website, Instagram, Twitter Chris Dreyer: Website, Instagram Newsletters: The Dreyer Sheet  Books: Personal Injury Lawyer Marketing: From Good to GOAT; Niching Up: The Narrower the Market, the Bigger the Prize Work with Rankings: Connect Time Stamps 00:00 Intro 01:47 Mastering PI Firm Budgeting 03:30 Student Loans vs Investment: Making the Choice 05:33 Family Financial Planning: The Education Factor 07:51 Smart Investment Strategies 10:29 Cryptocurrency: FOMO vs Facts 12:31 Planning Your Practice's Future 14:00 Young Attorney's Guide to Financial Success 17:30 Managing Million-Dollar Settlements 20:00 Building Your Professional Network 21:54 Key Insights: The Pim Points 24:25 Important Disclaimers & Closing Additional Episodes You Might Enjoy 80. Mike Papantonio, Levin, Papantonio, & Rafferty — Doing Well by Doing Good 84. Glen Lerner, Lerner and Rowe – A Steady Hand in a Shifting Industry 101. Pratik Shah, EsquireTek — Discovering the Power of Automation 134. Darryl Isaacs, Isaacs & Isaacs — The Hammer: Insights from a Marketing Legend 104. Taly Goody, Goody Law Group — Finding PI Clients on TikTok 63. Joe Fried, Fried Goldberg LLC — How To Become An Expert And Revolutionize Your PI Niche 96. Brian Dean, Backlinko — Becoming a Linkable Source 83. Seth Godin — Differentiation: How to Make Your Law Firm a Purple Cow 73. Neil Patel, Neil Patel — Digital A New Approach to Content and Emerging Marketing Channels

This month, Marty Friel joins us for our second Check In episode in this podcast series. Marty is a MS-EPA graduate and veteran financial advisor with Ameriprise Financial and his original episode aired on 3/9/21. In that episode, Aaron Pagel hosted Marty for a great conversation on how and why he pursued this career and what strategy is responsible for his success. Here we take the chance to review Marty's progress and focus in on how growth, and the challenges that come with it, have impacted his work. Marty gives us some sage perspective on how he manages growth and updates on what advice he might give others seeking to join him in his chosen field.  It's full of great knowledge and wisdom from someone who has been in the arena for quite some time.   Give it a listen.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠   Hunter Muse (https://www.linkedin.com/in/huntermuse/), a private wealth advisor in Raleigh, North Carolina with 22 years of experience, shares his journey from starting out in 2002 to managing $400M in assets. Learn the importance of being a fiduciary, the impact of an economics background, and strategies for business owners considering a sale. Hunter also shares the benefits of exercise, goal setting, and supporting clients in achieving their financial goals. In this episode, Chris and Hunter discuss: 1. The Grind: Building a Client Base 2. The Costco Strategy and Client Growth 3. The Impact of an Economics Master's Degree 4. Advice for Business Owners and Advisors LinkedIn: https://www.linkedin.com/in/huntermuse/ Website: https://www.ameripriseadvisors.com/edward.muse/ LinkedIn: ⁠https://www.linkedin.com/in/tim-newton-70b692b/⁠  Website: ⁠https://www.newtonfinancialsolutions.com/⁠  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  ⁠https://instagram.com/ultrahighnetworthclients⁠  TikTok: ⁠https://tiktok.com/ultrahighnetworthclients⁠  YouTube: ⁠https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠  Twitter: ⁠https://twitter.com/uhnwcpodcast⁠  iTunes:  ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com⁠  Work with us: ⁠https://famousfounder.com/fa⁠  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

In today's episode of the Wealthy Woman Lawyer® podcast, I chat with Niraj Chhabra, Managing Director of Sidebar Advisors, a financial planning firm focused on helping attorneys navigate their unique financial challenges.With an MBA in finance from Rutgers University and certifications as a CFP® (CERTIFIED FINANCIAL PLANNER™), CLTC® (Certified in Long Term Care), and CRPC® (Chartered Retirement Planning Counselor℠), Niraj brings extensive experience in advising legal professionals on family finances, tax strategies, and retirement planning.  Niraj launched Sidebar Advisors in 2022, after serving as an advisor at Ameriprise Financial since 2005, where he worked primarily with clients in the legal profession. His focus is particularly on empowering women lawyers through holistic financial planning and complimentary educational workshops, helping them tackle tax challenges and adapt their financial plans as their careers evolve.  Listen in as Niraj and I discuss:The specific financial challenges faced by attorneys, including managing student loan debt, navigating tax implications, and preparing for retirementHow Sidebar Advisors offers customized financial strategies to women lawyers, focusing on their unique needs as business owners and legal professionalsKey strategies for attorneys balancing personal and business finances, from saving for retirement to managing cash flow for their law firmsThe importance of building a financial safety net and long-term planning for attorneys, particularly those who run small law firmsWhy financial literacy and proactive planning are essential, especially for women navigating complex financial decisionsAnd much more! LINKS TO LOVE:To learn more about Niraj and connect with him, visit his websiteIf you are seeking help to grow a profitable, sustainable, wealth-generating law firm, check out my brand new *free* training—Build a Wealth-Generating Law Firm: 3 Strategies for Women Law Firm Owners That Double Your Revenue Without Doubling Your Workload. 

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected journey into financial advisory, the role his wife plays in their successful practice, and the importance of building strong client relationships. Learn about his strategies for acquiring other firms, creating a concierge service model, and setting long-term business goals. In this episode, Chris and Art discuss: 1. The Role of Family in Business 2. Building and Growing the Practice 3. Acquiring Other Practices 4. Future Goals and Client Experience LinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Jim Cuene, a digital marketing and emerging technologies expert, joins Kurt Schmidt on the Schmidt List podcast to discuss career transitions, entrepreneurship, winding down a business, and finding focus. Cuene shares his professional journey working at agencies and corporations like Cicerone, Go Kart Labs, General Mills, American Express, and Ameriprise Financial before starting his firm, Fahren.Cuene and Schmidt discuss the challenges of closing a business, handling employee well-being during transitions, outstanding client payments, and lease negotiations. They emphasize the importance of being intentional, kind, and in the right headspace when making significant career changes or winding down a company.Schmidt talks about his approach to gaining market feedback, building a community, and providing value through webinars, ebooks, and agency scorecards. He highlights the mindset of abundance and the value of a trusted network when starting a new venture. The conversation also touches on the uncertainty of career trajectories, the need for personal ownership and accountability, and the mix of excitement and pressure when launching a new business. Cuene shares the difficulty of being honest about needs and wants and creating opportunities, while Schmidt outlines his coaching system, focusing on leadership's impact on service quality and client relationships.Connect with Jim! https://www.linkedin.com/in/jimcuene/There is too much Schmidt to List! Check out https://www.kurtschmidt.me for more show info.   Visit Kurt's coaching site at https://schmidtconsulting.group  Subscribe to The Road Map Newsletter and unlock the secrets to achieving a harmonious work-life balance as a leader. https://bit.ly/RoadMapNewsletter New Book! https://www.amazon.com/dp/B0D2C61THR   Follow us on all the things!https://twitter.com/Schmidt_Listhttps://www.instagram.com/schmidtlistpodcast/  https://www.facebook.com/schmidtlist/ https://www.youtube.com/c/SchmidtListBecome a supporter of this podcast: https://www.spreaker.com/podcast/schmidt-list-inspiring-leaders--2664825/support.

Allen Gibson founded Gibson Wealth Advisors LLC in 2016 after dedicating 25 years to Ameriprise Financial. His firm is a Registered Investment Advisory that focuses on providing fee-only comprehensive financial planning. Aimed at giving clients a family office experience, Gibson Wealth Advisors strives to maximize value for those who prefer to delegate their financial responsibilities to savor their most valuable asset—time. The firm works in collaboration with external experts in healthcare, insurance, tax, and estate planning, ensuring that these essential services are integrated and executed efficiently under one roof. They offer flexible relationship options for clients, including hourly rates, flat fees, or asset-based management fees, with a firm policy of conducting planning before managing any investments. The team comprises three advisors and an attorney who specializes in independent trust administration, further enhancing the comprehensive service they provide to their clients. Listen to this insightful RIA episode with Allen Gibson about all-inclusive financial services. Here is what to expect on this week's show: - How Gibson Wealth Advisors utilizes advanced financial tools and executes plans effectively. - Why comprehensive financial planning should include collaborating with external professionals like CPAs and estate planners. - How Gibson Wealth Advisors provides integrated services under one roof. - Why Gibson Wealth Advisors is deeply committed to continuous education while holding numerous designations to stay current and technically proficient. - How client acquisition is mostly through referrals, while using an effective strategy to retain the next generation of family members as clients. Connect with Allen: Links Mentioned: gibsonwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

It was announced Tuesday that Ameriprise Financial recently donated nearly $2 million to nonprofits to help those communities and individuals in need. Also in addition to that, in recognition of its 130th anniversary as a firm - it donated $130,000 to hunger relief organizations!

Featuring: Gene Goldman, CIO of Cetera Financial Group discusses the latest PCE data and an outlook for the May jobs report. Jane Lanhee Lee, Bloomberg Technology Reporter discusses the Computex tech show and Nvidia's latest announcement of new AI chips.Jason Betz, Private wealth advisor at Ameriprise Financial discusses what is moving the markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

When Jason Grom returned to our show, not only did he bring with him the echoes of past victories but also a treasure trove of fresh revelations from the intersecting paths of his personal and professional life. As a Vice President at Ameriprise Financial, he's seen the palpable impact of our previous discussions ripple through the lives of listeners, and this time, he's here to celebrate the strides taken since—spanning the joyous Disney escapades with his family, to the five-star launch of his latest book. Our exchange traverses the landscapes of family learning, the rediscovery of personal passions, and the stepping stones of a career that's as much about touching lives as it is about financial planning.I've always believed that history is more than just dates and battles—it's the heartbeat of those who lived it. That's why sharing the emotional journey of converting my grandfather's World War II diaries into "A Soldier's Song" brings a sense of fulfillment that's hard to articulate. From transcribing his handwritten notes to the cathartic release of presenting the published book to his grandmother, we uncover the importance of safeguarding personal histories and the life lessons that soldier on through the ages. It's a tale that underlines the essence of family, the imprints of the past, and the inheritance we leave for future generations.As we march towards the horizon of our daily lives, it's the routines we cultivate, the values we hold dear, and the growth we seek that form the mosaic of our existence. This episode isn't just about the triumphs and trials of Jason and myself; it's about embracing each sunrise as a canvas for achievement and allowing the principles of family, health, wealth, meaningful work, and faith to serve as our compass. So join us on this reflective foray into the heart of what it means to live purposefully, to cherish the reading lamp's gentle glow, and to nurture the legacies we're all crafting, one day, one decision at a time.Please check out the links below:A Soldier's Song:Amazon:  https://www.amazon.com/Soldiers-Song-World-Sergeant-Anderson/dp/B0CZPKH4Z5/ref=cm_cr_arp_mb_bdcrb_top?ie=UTF8 Barnes & Noble https://www.barnesandnoble.com/w/a-soldiers-song-jason-grom/1145514557?ean=9798990371002Moments of Happiness:https://www.amazon.com/s?k=moments+of+happiness+leckrone&i=stripbooks&ref=nb_sb_nossThink 2 Perform Values Exercise:https://www.think2perform.com/values/Support the Show.https://bamboolab3.com/

This week on The Exit: Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone. She's worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the best way to manage newly acquired wealth. As a mother and a business owner herself, she is particularly motivated to help other women entrepreneurs, especially when it comes to gaining access to capital for business building and growth. Perhaps most importantly, she emphasizes that financial success does not need to come at the expense of self-care and that you can (and should) have both. Sometimes it just takes a little bit of guidance to get there. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, Marguerita was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Marguerita's mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).” LinkedIn: https://www.linkedin.com/in/margueritacheng/ Website: https://margueritacheng.com/ For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Amazons Erfolge im Cloud-Geschäft, eine herbe Enttäuschung bei Super Micro Computer und ein Börsen-Dromedar auf Achterbahn-Fahrt. Außerdem geht es um Merval, Qualcomm, Monolithic Power, TSMC, Pfizer, Biontech, Johnson & Johnson, AMD, CVS Health, Alphabet, Microsoft, Samsung Electronics, Meta Platforms, Apple und Amazon, Shell, Ameriprise Financial, Entegris, Williams-Sonoma, Dick's Sporting Goods, Select Medical Holdings, Viking Therapeutics, British American Tobacco. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This week, the podcast welcomes John Busacker for our season finale episode, where we discuss what it means to finish things well in all aspects of life. John shares wisdom to be considered as we look at what it means to move through life with intention. It's a perfect conversation to close out this podcast season.John Busacker is a writer, speaker and the Founder of Life-Worth, LLC, a personal leadership development firm. He has delivered keynotes, facilitated workshops, coached leaders, and orchestrated conferences on six continents with clients ranging from Medtronic, Duke Corporate Education, Thrivent Financial, PwC, CommonSpirit Health, National Football League, NGL, Ameriprise Financial and Kingdom Advisors.John is the author of four books including his latest, Gasping for Breath: Inviting God's Spirit Into Your Overwhelmed Life.Support the show******To support Make It Simple, head to mpm.simple donation.comCheck out What Matters Most, daily teachings from Matt Popovits, available wherever you get your podcasts.For more information on MPM, head to mattpopovits.com Support the show

A new survey called "Couples, Money & Retirement" surveyed 1,510 American couples and found that while they trust each other to make decisions, they also face several issues when it comes to planning for retirement. Join us for this mini-episode interview with Marcy Keckler, Vice President of Financial Advice Strategy at Ameriprise Financial about the survey's findings and what couples can do to better communicate about these very important financial issues. About Marcy Keckler: Marcy Keckler, CFP®, CRPC®, RICP®, is the Senior Vice President of Financial Advice Strategy at Ameriprise Financial. She leads the overall strategy for financial advice at Ameriprise, enabling thousands of financial advisors to help millions of clients achieve their financial goals and dreams. Keckler has been with Ameriprise Financial for 27 years in a variety of positions in financial planning, marketing, and interactive development. Her commentary and quotes on retirement and personal finance have been featured in numerous media outlets including The Wall Street Journal, USA Today, MarketWatch, Forbes and US News and World Report. Keckler is a CERTIFIED FINANCIAL PLANNER certificant (CFP®), a Chartered Retirement Planning Counselor (CRPC®) and a Retirement Income Certified Professional (RICP®). She also holds Series 7 and Series 24 FINRA securities licenses. She is a graduate of Georgetown University. Keckler serves on the board of directors for the Angel Foundation, which provides financial and emotional support to adults with cancer and their families. For more information visit https://www.ameriprise.com/ Please like and subscribe to our podcast and leave a 5-star review so we can reach more parents like you! Subscribe to our podcast by sending an email to subscribe@teachingyourtoddler.com For more expert interviews, fun activities and story time podcasts, please visit our website at TeachingYourToddler.com Check us out on Facebook at Teaching Your Toddler and on twitter at @TeachingToddler and on Instagram at @teachingyourtoddler  To support great future content, please click here and help us out with a $5 gift: glow.fm/teachingyourtoddler Leave us some feedback on this show and your ideas for future shows! #parenting #toddlers #moms #momlife #kids #podcast #toddlerlife #financialeducation #financialplanning

In this episode, Steve Fretzin and Niraj Chhabra discuss:How law firm financial planning is different from the average person. Building a relationship on education first with your financial advisor. Avoiding outgrowing your income. Understanding your expenses now to know what you need for the future. Thinking about and planning for long-term care.  Key Takeaways:Attorneys need more than just retirement planning, but it is often overlooked. Your savings should increase in proportion to your income and everything else. If you think creatively, there are ways to use time and money to your advantage for the future that isn't taxed. Everyone considers monthly costs, but many do not consider seasonal budget items like traveling expenses or holiday budgets.  "Whether you make $100K per year or $1M per year you have the same limits on how much you can put into your 401K and defer on your taxes. So we got to find creative ways to get that money to work outside of the bank account, we have to find creative ways to defer taxes and take advantage of vehicles that other folks may not be taking advantage of." —  Niraj Chhabra Email Steve at Steve@Fretzin.com for a chance to audit one of his exclusive rainmaker round table groups in April! Thank you to our Sponsors!Lawmatics: https://www.lawmatics.com/bethatlawyer/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Green Cardigan Marketing: https://greencardiganmarketing.com/ Episode References: The Power of Less: The fine Art of Limiting Yourself to the Essential…in Business and in Life by Leo Babauta: https://www.amazon.com/Power-Less-Limiting-Yourself-Essential/dp/1401309704 About Niraj Chhabra: Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Connect with Niraj Chhabra:  Website: https://sidebaradvisors.com/Show: https://sidebaradvisors.com/podcasts/LinkedIn: https://www.linkedin.com/in/nirajchhabra/LinkedIn: https://www.linkedin.com/company/sidebaradvisors/Facebook: https://www.facebook.com/SideBarAdvisors/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Here's one of our best podcasts from the archive that you may have missed.Thanks for listening to Money Talks News…the podcast!   Let's start with a question: Do you have enough in your retirement account? According to a recent report from Vanguard, the average American has around $140,000 saved for retirement. For those 65 and older, that average balance is about twice that, or $280,000. Sounds like a lot, right? But for many people, even with Social Security, it's not going to be enough. If that's you, let's fix it. In this podcast, we help you create a plan to beef up those retirement savings. As usual, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week's guest is a friend of the show, Joe Saul-Sehy from Stacking Benjamins. Disclaimer:Remember, even though we sometimes talk about money and specific investments, never take them as recommendations. Before investing in anything or making any other money moves, do your own research and make your own decisions. You can watch this episode below, or if you'd prefer to listen, you can do that with the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple PodcastsListen on Google PodcastsListen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money and our YouTube page for more videos. Are you ready for retirement? The Employee Benefit Research Institute points out that 7 in 10 workers are confident they can retire comfortably. In this show, we talk about the potential disconnect between what you might think is enough and what's actually enough. Here are some articles that can help. How Much People Have Saved for Retirement at Every Age6 Big Obstacles to Having a Comfortable RetirementMost People Say They've Reduced or Stopped Saving for Retirement Because of Inflation4 Generations Share the Age They Started Saving for RetirementHere's the New Magic Number for Living Comfortably in Retirement6 Reasons Americans Are Fast-Tracking Their Retirement9 Signs Your Retirement Is on TrackEven Millionaires Share These 4 Retirement Worries7 Reasons Americans Seniors Stay Frugal in Retirement10 Reasons Today's Older Workers Are Delaying Retirement How to create a retirement plan that works for you Stacy mentions his book "[amazon url="https://www.amazon.com/Life-Debt-2010-Financial-Freedom/dp/1439168601" text="Life or Debt"][/amazon]," as a good starting point to help you figure out what you want out of life—and how to prioritize it. Joe and Miranda also have some good ideas for creating a retirement plan you'll stick with. We also mention our podcast on paying off your mortgage aggressively so you have more money available in retirement. Let's take a look at some great Money Talks News resources about planning for retirement. 15 Tips for Those Within 10 Years of RetirementPre-Retirement Checklist: What to Do Within 5 Years of RetiringFinancial Advisers Say These Are the Top 10 Retirement Planning MistakesOver 50? Here's How to Catch Up on Retirement SavingsHealth Savings Accounts and Why They Are Great for Retirement (Miranda never gets tired talking about HSAs.)Is a Bond Ladder Strategy Right for Your Retirement?4 Things You Can Control in Retirement13 Types of Retirement Income That Are Not Taxable3 Things You Should Do – and Not Do – to Prepare for Your Retirement6 Ways to Guarantee Yourself a Steady Retirement IncomeSequence of Returns Risk and How to Protect Your Retirement From It Meet this week's guest, Joe Saul-Sehy Joe is a former financial adviser (16 years) and represented American Express and Ameriprise Financial in the media. He was the "Money Man" at Detroit television station WXYZ-TV, appearing on air twice weekly. He's appeared in Bride, Best Life, and Child magazines, and in the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. WebsiteStacking Benjamins PodcastTwitterInstagramLinkedIn Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst,  discusses Boeing's first quarter deliveries. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses L'Occitane and Blackstone reportedly nearing a deal to take the skin-care company private. Ruben Hovhannisyan, Generalist Portfolio Manager in TCW's fixed income group, discusses the latest from the fixed income space. Sheridan Prasso, Bloomberg News Senior Investigations Writer, discusses the Big Take column: “Iran's Better, Stealthier Drones Are Remaking Global Warfare.” Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Have you ever paused to reflect on the paths that lead to financial prosperity or wondered how to intertwine life's leadership lessons with monetary success? Scott Rethke, a seasoned pro from Ameriprise Financial, joins me for an invigorating chat that traverses his 22-year journey, sharing nuggets of wisdom that have fueled his fulfilling career. As we meander through Scott's all-American upbringing to the clever origins of his team's name, we uncover the life strategies that have anchored his professional and personal achievements.This week's episode isn't just about dollars and cents; it's a heartfelt celebration of human connections, the pursuit of purpose, and the transformative power of books. We delve into the enriching experiences of recommending reads, exploring the biographies that have shaped our perspectives, and the profound impact of writing and journaling. Scott's ability to pivot back to a full-time advisor role without missing a beat is a testament to the resilience and adaptability that marks a truly successful career.Drawing the curtains on this illuminating session, we toast to friendships that foster wisdom and the guiding principles that chart our course towards triumph. Our discussion spans the spectrum from professional focus to the joy of spreading kindness within our communities. So come along and join our village of listeners who seek to live with intentionality and purpose—because after all, the stories we share and the connections we forge are the very threads that weave the fabric of our lives.https://www.ameripriseadvisors.com/scott.r.rethke/Support the showhttps://bamboolab3.com/

As I mark my 57th trip around the sun, I find myself reflecting on the concept of "Raw Purpose" – the driving force behind our existence and actions. This week, I'm inviting you into a deeply personal space, sharing my own path to understanding this powerful idea. It's a journey that has taken me from offering a testimonial to navigating life's hurdles with a sense of direction and perseverance. Celebrate with me as I consider the enormity of human achievement, from the Wright brothers taking to the skies to mankind's giant leap on the moon, and how each of us contributes to this collective stride forward with our unique purpose.This episode is an intimate conversation about uncovering the thread that weaves through our passions, abilities, and the impacts we make – the essence of our life's purpose. Whether it's altering the trajectory of our family legacy or bolstering the ones we cherish, I share insights from my tenure at Ameriprise Financial and a pivotal promise to my father that have shaped my view of purpose. By understanding the role our brain's amygdala plays in fear perception, I encourage you not to shy away from life's darker moments but to harness them in defining and fulfilling your calling. Join me in this heartfelt exploration and consider how committing to your purpose daily can not only enrich your life but also illuminate the path for generations to come.The Changing State of Talent AcquisitionExplore what emerging voices are saying about our dynamic new time in talent acquisition. Listen on: Apple Podcasts SpotifySupport the showhttps://bamboolab3.com/

Let's face it, life can be expensive! You may have plans for things like travel, buying a car or a house, and it just seems out of reach. It's possible it's not affordable at the moment, but it's never too late to pay off debt and start saving. Having a financial advisor can be valuable, as they can help you take control of your money, so that you can see your plans come together. In this episode, we're joined by Michael Boragine, Financial Advisor for Eight Feet Wealth Advisors, a private wealth advisory practice of Ameriprise Financial. At Eight Feet Wealth Advisors the focus is on creating a personal and comprehensive financial plan for their clients. When Michael isn't working with clients, he enjoys spending time with his family, getting outside and being active and watching any Boston sports teams. Our website: ⁠⁠⁠⁠⁠www.YourAdvisorsWillSeeYouNow.com⁠⁠⁠⁠⁠ Follow us on ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ Follow us on ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ Send us an email: yawsynpodcast@gmail.com Support the podcast through Venmo: @YawsynPodcast

Dive into Episode 8 where we explore the dynamic shifts in the fundraising world, spotlighting significant job changes and strategic movements. We highlight Seth Marshall's venture, Endeavor Wealth Strategies, under LPL Financial and Exemplar Financial Network, bringing a fresh approach to wealth management in Fort Wayne, Indiana. The episode also covers the Guthrie Rouner Group's transition from Merrill Lynch to Ameriprise Financial, signifying Ameriprise's continued growth with an additional $320 million in client assets. Further, we delve into Santa Barbara's ambitious 2024 strategic plans for private equity, real return, and real estate, aiming to make impactful commitments across various sectors. Norwood and Plymouth County's global equity manager searches signify a proactive approach to diversifying investment portfolios. Highlighting new investments, we discuss the University of Houston's $50 million commitment to global equities and Montana's $100 million commitment to private equity. Join us as we navigate these pivotal changes and their implications on the industry.

Gregory Johnson has become one of the leading voices in the digital asset and blockchain industry on topics ranging from digital transformation, virtual assets, tokenization, CBDCs, cryptocurrency regulation, and governance.He is the founder and CEO of Rubicon Digital Assets. As well as an adjunct professor at New York University's School of Professional Studies. For over two decades, Greg has been a CEO and senior executive at Fortune 500 companies in the financial sector, including American Express and Ameriprise Financial. In addition to his work at Rubicon, Greg is a member of the Bretton Woods Committee and part of the GeoTech Action Council for the Atlantic Council GeoTech Center.This episode revolves around the rise and significance of Bitcoin and cryptocurrency, exploring its origins, factors driving its value, implications for central banking systems, and views of industry leaders. The conversation analyzes elements like demand-supply dynamics, the onset of Bitcoin ETFs by BlackRock, and the concept of decentralization. It highlights the role of the financial crisis in Bitcoin's adoption, its safety, and its finite supply. We also get into the impact of CBDCs (Central Bank Digital Currencies), concerns about privacy intrusion by governments, and how technology can help to regulate. Sign up for the Some Future Day Newsletter here: https://marcbeckman.substack.com/Episode Links:Greg Johnson: https://www.linkedin.com/in/gregory-c-johnson/Rubicon Digital Assets: https://www.rubicon-digital-assets.com/To join the conversation follow Marc here:YoutubeLinkedInTwitterInstagramMarc is a Senior Fellow of Emerging Technologies at NYU, the CEO of DMA United, and is on the New York State Bar Association's Taskforce for Cryptocurrency and Digital Assets.

In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness. Our panelists are the following:Jane-ellen Porter – Wilmington Advisors @ M&TErin Candler - Wilmington Advisors @ M&TTerry Powell – Randolph Brooks Federal Credit UnionWes Garner - Randolph Brooks Federal Credit UnionOur special co-moderator for this episode is Chris Melton from Ameriprise Financial.We would like to thank Ameriprise Financial for making this podcast series possible.

Welcome back to Market Mondays on the Earn Your Leisure channel! In today's episode, we're diving into a range of hot topics that are shaping the financial world: Market Mondays w/ Doha Mekki (DOJ Antitrust Div - PDAAG) - We kick off the discussion with our thoughts on OpenAI's latest innovation, the Incredible video generator SORA. How will this technology impact content creation and digital marketing? - Jeff Bezos has sold over $2 billion in Amazon stock for the third time this month. Is this a red flag for individual investors, or is there a bigger picture to consider when elites liquidate their stocks? - Morgan Stanley has spotlighted Ameriprise Financial and CRH as top stock picks. Do you agree with their assessment? Let's break down the potential of these recommendations. - The valuation debate heats up as we compare NVIDIA and Google. Is NVDA truly worth more in the current market scenario? - Troy and Rashad weigh in on which companies to place puts on: Southwest, Intel, Footlocker, or Coursera. Hear their insights and strategies. - Bitcoin's streak of weekly gains puts a new record high within reach. When do we predict this all-time high will be shattered? - We explore top semiconductor stocks, including Magnachip, Himax Technologies, ASEW Technology, Arteris, and Navitas Semiconductor. Which of these have the potential to skyrocket? - Reflecting on financial regrets, we share the top mistakes we wish we could do over. - Interesting trend: single women own more homes than single men. Let's discuss the implications of this in today's market. - Capital One's potential acquisition of Discover Card – could this be the next big merger to watch? - With U.S. equities now comprising 70% of the MSCI World Index, we address concerns over market concentration. - Plus, a special segment with Principal Deputy Assistant Attorney General Doha Mekki discussing the critical intersection of antitrust laws, economic rights, and civil rights. Join us as we unravel these topics and provide actionable insights for your financial journey. Don't forget to share your thoughts in the comments, like, and subscribe for more financial wisdom every Monday. #MarketMondays #FinancialEducation #StockMarket #OpenAI #JeffBezos #InvestmentTips #Bitcoin #SemiconductorStocks #AntitrustLaws #EconomicRights #CivilRights #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week's podcast features a delightful conversation I had with Doug Lennick and Chuck Wachendorfer from , a leadership development firm serving many industries. Together, they co-authored the book . Their experience and knowledge show readers how to be positive and impactful leaders. Doug and Chuck offer practical and evidence-based guidance through eight key principles that are essential to one's ability to lead others: Aim to be Yourself Know Your Real Self Ignite Integrity and Responsibility Embrace Empathy and Compassion Decide Wisely Let Go of What You Know Achieve Purposeful Goals Empower Others They share many examples and lessons learned from their experiences in financial services and the stories of leaders in various industries, illustrating the book's eight essential principles. Exercises and frameworks are threaded throughout each chapter, enabling the reader to explore their own leadership development and professional directions. Doug and Chuck conclude that the best leaders are “people-wise.” I wholeheartedly agree! In this week's learn about Chuck and Doug's journeys: Before founding think2perform, Doug Lennick, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity, he led an organization of 17,000 field and corporate associates to unprecedented success. Chuck Wachendorfer is a renowned leadership development professional who has worked with clients including American Express, Wells Fargo, Comerica Bank, TD Wealth of Canada, and Charles Schwab. His insights on leadership have been featured in CNN Money, Forbes, Fortune, and The Denver Post. Learn more and connect with Doug and Chuck here:     

Nancy Daoud, a private wealth advisor at Ameriprise Financial joins "Forbes Talks" to discuss the stock market outlook for the week ahead.Stay ConnectedForbes newsletters: https://newsletters.editorial.forbes.comForbes on Facebook: http://fb.com/forbesForbes Video on Twitter: http://www.twitter.com/forbesForbes Video on Instagram: http://instagram.com/forbesMore From Forbes: http://forbes.comForbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In sales, the commitment to continuous learning & personal development becomes not just a choice but a strategic necessity for those aspiring to thrive and succeed in the competitive landscape of sales. In this conversation, Jason Grom, Vice President of National Sales Organization Development, Field Training and Coach Development at Ameriprise Financial, steps in to discuss the importance of continuous learning and development in sales and underscores the need for individuals to understand their core values and motivations. Jason emphasizes that regardless of tenure, industry, or background, committing to ongoing training and getting the right coaching is a substantial part of success in sales. The conversation touches on the significance of gaining clarity on personal values and strengths, the importance of translating theoretical concepts into practical applications, and how behavior change and skill development can significantly impact sales outcomes. Jason is an accomplished facilitator and coach working with individuals, teams, and large groups. He's passionate and very knowledgeable about leading all segments of learning including analysis, design, delivery, and continuous improvement in partnership with cross-functional teams as well as gaining support and commitment from all levels of an organization. Related Resources: Jason on LinkedIn: https://www.linkedin.com/in/jason-grom-138a821/ Learn more about Jason: https://jgrom6.wixsite.com/learningintheflowo-1 Jason's Blog: https://jgrom6.wixsite.com/learningintheflowo-1

Join us as we dive into Margie Oleson's fascinating journey—from navigating chaos and ineffective leadership to cultivating a passion for structure. Discover how she transformed her experiences into a commitment to leader effectiveness and team development. With decades of experience in corporate America and a Doctorate in Organization Development, Margie Oleson brings a wealth of knowledge across diverse industries such as Aerospace, FinTech, Retail, Manufacturing, Agriculture, Financial Services, and Health Care. Her expertise extends to organizations of all sizes, ranging from small and medium enterprises to very large entities in government, military, social services, and Fortune 500 companies—both for-profit and nonprofit. Margie has supported leaders in diverse industries, such as Target, Cargill, Ameriprise Financial, Ecolab, Securian Financial, Lockheed Martin, UCare, St. Jude Medical, American Family Insurance, and others. Focusing on organizational dynamics, she collaborates with senior leaders, enabling them to transform into cohesive, high-performing teams, resulting in elevated performance within their respective teams. Connect with Margie online: Website | LinkedIn

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise Financial, joins to discuss markets and outlook for the economy amid geopolitical uncertainty. Henry Meyer, reporter for Bloomberg News based in Tel Aviv, joins to discuss President Biden's trip to Israel, US Secretary of State Antony Blinken's diplomatic efforts, and a potential for a broader conflict. Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss consumer health and retail purchases. Donna Blair, COO for national mall owner Pacific Retail Capital Partners, joins to discuss retail, outlook for malls, and consumer health. Jody Lurie, credit analyst with Bloomberg Intelligence, joins to discuss Choice Hotels and Wyndham. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

The rise of insourced chief investment officers (ICIOs) poses a direct challenge to old-guard legacy providers. Equipped with contemporary insights, data-driven decision-making, and quantitative investment management solutions, ICIOs are transforming investment strategies and setting new heights in the area of financial growth and security. In this episode, Rusty and Robyn talk with Chris Shuba, Founder and CEO of Helios Quantitative Research. After spending time at Ameriprise Financial and as a senior quant analyst at Columbia Threadneedle, Chris focused on developing mathematical models that could help financial advisors mitigate the market's volatility. These models were met with interest by a broad range of clients, and within the year, financial advisors nationwide were accessing his algorithms.  Believing that the majority of existing services available to financial advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry, Chris talks to Rusty and Robyn about how he created his own service category, the insourced chief investment officer, and how this service can help financial advisors grow their firm.  Key Takeaways [02:55] - A brief history of Chris' career. [04:46] - What led to the creation of Helios? [07:39] - What sets Helios apart from other asset management firms? [09:26] - The difference between an ICIO and an OCIO. [12:18] - How having an ICIO can help advisors grow their firm. [14:54] - Why advisors are attracted to model portfolios. [18:13] - Customized vs. personalized model portfolios. [21:42] - How Helios boosts customization. [25:08] - How Helios handles large amounts of data. [26:51] - Chris' outlook on interest rates. [29:13] - Chris' thoughts on the impact of AI in the financial industry. [32:11] - Chris's favorite investment idea. [33:22] - How Chris maintains his energy to perform at a high level. [34:19] - The people Chris is grateful for professionally. [36:13] - Chris' recommendations for content. [38:05] - Tips for fantasy football drafts. Quotes [16:16] - "Models will always have a flaw. If they're designed well, a model will always have an Achilles heel because it's going to have its sweet spot. But to have that, you have to have that part where it's designed to fail. And the beautiful part about a model is essentially what you're doing is picking what type of failure you're okay with." ~ Chris Shuba [22:00] - "A well-built, mathematically diverse portfolio can do very well in some of the most extreme environments." ~ Chris Shuba [26:03] - "There is a very definitive line between academia and the real world. And one of the big differences about Helios is that we do everything we can to live in the real world. That is where the rubber meets the road conversation between the advisor and their client and what they see on TV." ~ Chris Shuba Links  Chris Shuba on LinkedIn Chris Shuba on Twitter Helios Quantitative Research Seven Nation Army Ameriprise Financial Columbia Threadneedle Investments Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2439-OPS-9/1/2023

Today's podcast is a replay of a popular show we did a few months back. So if you didn't hear it the first time, or want to hear it again, now's your chance. Thanks for listening to Money Talks News…the podcast! Let's start with a question: Do you have enough in your retirement account? According to a recent report from Vanguard, the average American has around $140,000 saved for retirement. For those 65 and older, that average balance is about twice that, or $280,000. Sounds like a lot, right? But for many people, even with Social Security, it's not going to be enough. If that's you, let's fix it. In this podcast, we help you create a plan to beef up those retirement savings. As usual, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week's guest is a friend of the show, Joe Saul-Sehy from Stacking Benjamins. Remember, even though we sometimes talk about money and specific investments, never take them as recommendations. Before investing in anything or making any other money moves, do your own research and make your own decisions. You can watch this episode below, or if you'd prefer to listen, you can do that with the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money and our YouTube page for more videos. Are you ready for retirement? The Employee Benefit Research Institute points out that 7 in 10 workers are confident they can retire comfortably. In this show, we talk about the potential disconnect between what you might think is enough and what's actually enough. Here are some articles that can help. How Much People Have Saved for Retirement at Every Age 6 Big Obstacles to Having a Comfortable Retirement Most People Say They've Reduced or Stopped Saving for Retirement Because of Inflation 4 Generations Share the Age They Started Saving for Retirement Here's the New Magic Number for Living Comfortably in Retirement 6 Reasons Americans Are Fast-Tracking Their Retirement 9 Signs Your Retirement Is on Track Even Millionaires Share These 4 Retirement Worries 7 Reasons Americans Seniors Stay Frugal in Retirement 10 Reasons Today's Older Workers Are Delaying Retirement How to create a retirement plan that works for you Stacy mentions his book "[amazon url="https://www.amazon.com/Life-Debt-2010-Financial-Freedom/dp/1439168601" text="Life or Debt"][/amazon]," as a good starting point to help you figure out what you want out of life—and how to prioritize it. Joe and Miranda also have some good ideas for creating a retirement plan you'll stick with. We also mention our podcast on paying off your mortgage aggressively so you have more money available in retirement. Let's take a look at some great Money Talks News resources about planning for retirement. 15 Tips for Those Within 10 Years of Retirement Pre-Retirement Checklist: What to Do Within 5 Years of Retiring Financial Advisers Say These Are the Top 10 Retirement Planning Mistakes Over 50? Here's How to Catch Up on Retirement Savings Health Savings Accounts and Why They Are Great for Retirement (Miranda never gets tired talking about HSAs.) Is a Bond Ladder Strategy Right for Your Retirement? 4 Things You Can Control in Retirement 13 Types of Retirement Income That Are Not Taxable 3 Things You Should Do – and Not Do – to Prepare for Your Retirement 6 Ways to Guarantee Yourself a Steady Retirement Income Sequence of Returns Risk and How to Protect Your Retirement From It Meet this week's guest, Joe Saul-Sehy Joe is a former financial adviser (16 years) and represented American Express and Ameriprise Financial in the media. He was the "Money Man" at Detroit television station WXYZ-TV, appearing on air twice weekly. He's appeared in Bride, Best Life, and Child magazines, and in the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. Website Stacking Benjamins Podcast Twitter Instagram LinkedIn Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis. Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to build a robust treasury function for Ameriprise Financial, the recently spun-off financial planning division of American Express. “Those first 2 years were really about finishing this spin-off process, but the day that's burned infamously into my mind is September 16, 2008,” remembers Campbell, who reports that this was the day when a money market fund widely used by Ameriprise customers “broke the buck.” “It became the first money market fund in investing history to let its net asset value drop below a dollar—and this had just never happened before,” continues Campbell, who adds that the fund served more than 300,000 Ameriprise customers who had routinely deposited their excess cash into it with the intent of using the proceeds to pay a variety of expenses, from mortgages to college tuitions. Not more than 10 days after the fund “broke the buck,” Ameriprise's management team committed $400 million from its own balance sheet to support those customers impacted by the fund's sudden collapse. Besides underlining the prioritization of customer care, Campbell notes, the experience also shaped his perspectives on treasury and finance. “It helped me to think about how to look forward,' remarks Campbell, who continues to laud Ameriprise's response, “and I'm saying ‘look forward' with regard not just to what's happening in a business but also to trying to understand where the market is headed. It's all about reading the signs so that you can step back and make sure that you're making the right decisions from a risk or liquidity standpoint to be able to both run your business and support your customers in the right way.” Says Campbell: “It's the response that sticks with me. It was how the executive team quickly pivoted and said, ‘We need to take care of the customer, period. Full stop.'” –Jack Sweeney

I had the pleasure of chatting with Jason Grom, Vice President of Coach Development and Advisor Business Development at Ameriprise Financial, on our Bamboo Lab Podcast. Our conversation delved into the immense influence his late grandfather had on his life, from inspiring his love for music to shaping his values. We also explore the power of the Clifton Strengths Finder and its potential to unlock our true selves.As we journey through Jason's life, we uncover how he bravely faced his Crohn's Disease diagnosis and how he's learned to manage it through prayer, support from family, and diet changes. Jason's openness about his struggles and triumphs is truly inspiring, and we hope his story serves as a testament to the human spirit. Finally, we discuss the importance of continuous learning and overcoming failure, along with practical advice on how to tackle imposter syndrome in career success. You won't want to miss this remarkable episode filled with valuable insights and heartwarming stories. Listen in and discover how Jason Grom's incredible journey can inspire us all.Thank you Bamboo Pack! Please always remember to Strive-Love-Live!Your Host,Brianhttps://www.buzzsprout.com/1894128/supporters/newhttps://www.linkedin.com/in/jason-grom-138a821/Support the showhttps://bamboolab3.com/

The world needs positive leadership more than ever. Luckily, there is a large untapped source of leaders who can change the world for the better: all of us!    My guest this week, Doug Lennick, is a certified financial planner and expert in developing high performance in individuals and organizations. With decades of experience as an executive vice president for Ameriprise Financial advisors, Lennick knows what it takes to lead others to achieve unprecedented success—including over 17,000 field and corporate associates.    In this episode, Doug shares the 8 essential components of leadership intelligence that are crucial to becoming a successful leader, no matter your title or position.    From igniting integrity and responsibility to embracing empathy and compassion, these leadership principles will transform your ability to positively influence others.    Get Doug's new book HERE.   Order your copy of the USA Today and Wall Street Journal bestselling book Good Money Revolution here: https://amzn.to/34hSonE  

Ken Greene interviews Marguerita Cheng (Rita), CEO of Blue Ocean Global Wealth and charity marathon runner. Rita shares her multicultural background and passion for ethical financial planning. Her company focuses on education and providing competent, ethical advice to clients, regardless of their net worth. Rita regularly contributes to Kiplinger and US News and World Report and has been a spokesperson for the ARP Financial Freedom campaign. She connects her global experiences with her work in finance, adopting a unique and well-rounded approach. Rita also discusses her enjoyment of running marathons for charity causes like Afghan Aid and Girls on the Run, showcasing her dedication to helping others. Who's the Guest? Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance Contact with Marguerita Cheng https://margueritacheng.com/about-marguerita/  Book a meeting with Ken If you liked what you've heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Rita discusses the importance of providing financial advice to people regardless of their portfolio size. Rita shares her experience as a member of CNBC's Financial Advisory Council and working with the media. Rita talks about her writing journey and the importance of making personal finance personal. Rita shares her professional journey from working at a large firm to founding Blue Ocean Global Wealth. Discussing the services offered by Blue Ocean Global Wealth and how they cater to various clients' needs. Rita speaks about her personal background, growing up in a multicultural family, and the impact of her early experiences on her communication skills. The reason behind Rita's family's move to the Netherlands and her experiences studying there. Rita's experience living and studying in Japan on multiple occasions. Discussing memories and experiences in Baltimore and Annapolis. Confirmation of the firm's headquarters in the DC area. The running culture in DC and New York and its significance. Rita talks about her experience running marathons for charity, including Afghan Aid. Running as a moving meditation and way to recharge for introverts like Rita.   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Brian joined Ameriprise Financial as a financial advisor in 2001 in Voorhees, New Jersey.  Brian was the #1 first year advisor in New Jersey in 2001, a Mercury Award and 1st year top achiever winner and Career Development Conference qualifier.  In 2004, Brian made the difficult career decision to give up working with clients so that he could focus his career full-time on leadership.  Brian became the Branch Manager for the AAG (P1) Ft. Lauderdale, FL, branch and successfully grew that branch from 12 financial advisors to more than 50 from 2004-2009.  In 2009, Brian re-located back to the Northeast to become the Complex Director in AAG for the Philadelphia Complex covering Eastern PA, Southern NJ and Delaware.  At the end of 2010, Brian moved back to FL to become the AFG Senior Franchise Field Vice President for the state of Florida. From 2010-2020, Brian helped to grow the Florida Territory from $87m GDC to over $135m GDC and ranked in the top 3 in recruiting new advisors to the firm in 2012, 2013, 2014, 2015 & 2016, 2018 and 2019.  In December 2020, Brian became the Regional Vice President for Ameriprise's Central Region, overseeing the states of Illinois, Missouri, Iowa, Nebraska, Kansas, Colorado and Utah.  Brian has among the strongest advisor satisfaction results in the company and has a tremendous passion for engaging with advisors one-on-one, as well as in small group settings, to truly understand their personal and professional objectives and how he can connect resources and provide advice to help advisors achieve their goals.  Brian is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and an Accredited Wealth Management Advisor (AWMA). He has been recognized for his outstanding leadership with the company's prestigious Outstanding Leader Award 5 times in 2004, 2013, 2014 and 2017 and 2020.Brian is a father of two boys, Greyson (9) and Sterling (6) and is very involved in coaching their basketball & flag football.  Brian is an avid athlete, having completed dozens of marathons and triathlons headlined by the Boston Marathon, New York City Marathon and the Miami Half Ironman (2x), Augusta Half Ironman (2x), the Atlantic City Half Ironman, the Miami Man Half Ironman and the Florida full Ironman.  Brian has leveraged all of his athletic endeavors to raise money and help the grassroots organization The Chase Michael Anthony Kowalski Memorial Foundation get off the ground.  Chase Kowalski was a 6 year old boy who loved sports – baseball, running and triathlons.  Chase was killed in the Sandy Hook, CT, school shooting in December 2012.  Brian has raised more than $50,000 to-date through his running and triathlons to honor Chase's memory.  Brian also is an ambassador for an organization called Special Compass, which partners abled-bodied athletes with differently-abled persons to help those with disabilities participate in running, cycling and triathlon races.Thank you to Mr. Mora and to The Bamboo Pack! You guys make this all possible.Your Host,Brian https://www.specialcompass.org/https://cmakfoundation.org/https://bamboolab3.com/