Podcasts about aspiriant

Why do we hesitate to talk openly about money, and how can breaking this silence transform our financial futures? In this compelling episode of "The Angel Next Door," host Marcia Dawood explores the pervasive taboo surrounding money conversations and how lifting this veil can lead to a healthier financial mindset. Through insightful dialogue, the episode illuminates the importance of embracing vulnerability and the power of open discussions about wealth and investments.Our esteemed guests for this episode are Sandi Bragar and Cammie Doder, co-hosts of the popular "Money Tales" podcast. Sandi, as the Chief Client Officer at Aspiriant, has a deep-seated passion for aligning clients' investments with their values and long-term goals. Her personal journey through family financial conflicts has given her a unique perspective on the importance of financial transparency. Cammie, the Chief Marketing Officer and a dedicated mother, advocates for making financial literacy relatable and engaging. Both bring their wealth of experience and commitment to demystifying financial conversations.This episode is a must-listen as Sandi and Cammie share their mission to normalize money talks, stressing that early financial experiences shape our attitudes and decisions. They discuss the profound impact of aligning one's investments with personal values and how such alignment can lead to more fulfilling life choices. The episode offers practical advice on how to engage in financial conversations without fear and emphasizes the dynamic nature of our financial priorities. Tune in for an episode filled with empowering insights designed to transform how you think and talk about money, leaving you better equipped to navigate your financial journey with confidence. To get the latest from Sandi and Cammie, you can follow them below!LinkedIn - https://www.linkedin.com/in/sandi-bragar/https://www.linkedin.com/in/cammiedoder/https://aspiriant.com/https://aspiriant.com/podcasts/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values. Sandi Bragar, Aspiriant's Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence. In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning. https://aspiriant.com/ www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels    

Featuring: Jon Lieber, Head of Research and Managing Director, US, at the Eurasia Group Margie Patel, Senior Portfolio Manager, Multi-Asset Solutions, at Allspring Global Investments Thomas J. Hayes, Chairman and Managing Member at Great Hill Capital Sandi Bragar, Chief Client Officer at Aspiriant   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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple's iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla facing a July 1st deadline to provide US regulators with information about its biggest-ever recall. Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.

Discover the secrets to debt management, wealth building, and hiring the right financial advisor. Join us to take charge of your financial future today!   Today, we have two special guests, Sandi and Cammie, who work to assist individuals, families, business owners, executives, entrepreneurs, and wealth inheritors in managing their financial lives and achieving their goals.   Sandi, Chief Client Officer at Aspiriant, leads the Planning, Strategy, & Research team, responsible for the firm's advanced wealth planning platform, and co-hosts the Money Tales podcast.    Cammie, a marketing professional at Aspiriant, joined the firm in 2005 as a sales and marketing manager. In 2016, she led a team of professionals in various initiatives. Passionate about empowering clients, Cammie is the Chief Marketing Officer, ensuring consistency across the brand and promoting the firm's forward-thinking approach to wealth management. 00:00 - Managing Wealth for a Greater Purpose 04:40 - Financial Mastery: Know Yourself, Learn, and Collaborate 11:06 - Aligning Financial Goals with Values 14:51 - Advisors Help to Organize, Uncover, and Achieve Financial Goals 22:24 - Seeking the Right Financial Advisor 32:30 - Normalizing Money Conversations 35:29 - Closing Segment Resources Mentioned: CERTIFIED FINANCIAL PLANNER Financial Planning AssociationMoney Tales Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission     Connect with Cammie and Sandi! LinkedIn: Cammie Doder, Sandi Bragar Website: https://aspiriant.com/   Quote:     "Money can stir emotions that affect our financial decisions. Having an objective third party, like a financial advisor, can make a world of difference in our financial lives." - Sandi Bragar   "Your values dictate your ability to achieve financial goals." - Sandi Bragar

Discover the secrets to debt management, wealth building, and hiring the right financial advisor. Join us to take charge of your financial future today!   Today, we have two special guests, Sandi and Cammie, who work to assist individuals, families, business owners, executives, entrepreneurs, and wealth inheritors in managing their financial lives and achieving their goals.   Sandi, Chief Client Officer at Aspiriant, leads the Planning, Strategy, & Research team, responsible for the firm's advanced wealth planning platform, and co-hosts the Money Tales podcast.    Cammie, a marketing professional at Aspiriant, joined the firm in 2005 as a sales and marketing manager. In 2016, she led a team of professionals in various initiatives. Passionate about empowering clients, Cammie is the Chief Marketing Officer, ensuring consistency across the brand and promoting the firm's forward-thinking approach to wealth management. 00:00 - Managing Wealth for a Greater Purpose 04:40 - Financial Mastery: Know Yourself, Learn, and Collaborate 11:06 - Aligning Financial Goals with Values 14:51 - Advisors Help to Organize, Uncover, and Achieve Financial Goals 22:24 - Seeking the Right Financial Advisor 32:30 - Normalizing Money Conversations 35:29 - Closing Segment Resources Mentioned: CERTIFIED FINANCIAL PLANNER Financial Planning AssociationMoney Tales Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission     Connect with Cammie and Sandi! LinkedIn: Cammie Doder, Sandi Bragar Website: https://aspiriant.com/   Quote:     "Money can stir emotions that affect our financial decisions. Having an objective third party, like a financial advisor, can make a world of difference in our financial lives." - Sandi Bragar   "Your values dictate your ability to achieve financial goals." - Sandi Bragar

On this episode of Money Loves Women, join Dr. Deborah Ekstrom and Lindsay Hardie, founder of Sierra Legacy Consulting, LLC. Equipped with a PhD in clinical psychology and a deep understanding of Acceptance and Commitment Therapy (ACT), Lindsay offers a distinct outlook to coaching, enriched by her personal journey of marrying into a century-old family business – which ultimately ignited a remarkable professional transformation. Having pivoted from private psychotherapy to coaching, Lindsay discovered her true passion. As a distinguished thought leader associated with the Purposeful Planning Institute (PPI) and a sought-after guest on eminent podcasts like Aspiriant's Money Tale$, Lindsay shares invaluable wisdom. She guides individuals in nurturing relationships through innovative thinking, sidestepping reactive patterns, and skillfully navigating the intricate landscape of “married-in” dynamics. In today's episode, Lindsay uncovers how her transition from therapy to coaching was seamless, and shares the significance of emotional nurturing and self-discovery. Drawing from her own narrative, she unveils the challenges and triumphs of managing prosperity within first-generation wealth. Now, she offers a distinctive approach that caters to individuals, couples, and families navigating wealth-related challenges.  Topics Discussed: Wealth Psychology Unveiled Mindfulness & Action-Based Coaching Challenging Stereotypes Around Wealthy Kids The Power of Emotional Availability Financial Struggles' Impact on Parenting Countering Entitlement Through Emotional Availability Navigating Wealth & Parenthood Resources:  Sierra Legacy Consulting LinkedIn Discover the secrets to overcoming financial stress and achieving financial prosperity with this FREE download of your Financial Freedom Tracker. Or learn how to build a strong, sustainable relationship with your money with the Money Loves Women Signature Course. For more information on how to achieve financial freedom, personal mastery, and professional success, please visit https://moneyloveswomen.com/.

LifeBlood: We talked about the importance and value of knowing your money story, the role love and permission plays with financial success, how to have open and impactful conversations, and how to get started, with Sandi Bragar and Cammie Doder, Leaders with Aspiriant, one of the largest Wealth Management Firms in the world.       Listen to learn the value of working with an objective third party! You can learn more about Sandi and Cammie at Aspiriant.com, Facebook, LinkedIn and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

The hosts of the Money Tales podcast share strategies to tackle taboo money topics with family and friends. For more information, visit the show notes at https://www.bobbirebell.com/podcast/sandi-and-cammie 

Shame, guilt, fear…these are just some of the emotions that unconsciously come up for people when they think about money. Our feelings about money are so rooted in our formative years. Today on the podcast, Aspiriant partners Sandi Bragar and Cammie Doder are encouraging us to have more candid conversations about money. I loved hearing Sandi and Cammie share their “money tales”, and I talk too about my personal scarcity mindset that stems from my childhood where money was indeed scarce. Women especially have missed out on having a seat at the table and being part of the money conversation. Today we are welcoming more women to join in on the money conversation. Truth be told money is knowledge-and it is also power. Most importantly, it's a tool. It's a tool to have freedom and to live out your dreams. Combined Sandi and Cammie have 35 years+ of professional finance experience and they are also the hosts of the podcast Money Tales where intimate money conversations are happening each week with their guests. Listen in to the Money Tales podcast:  Aspiriant Podcast | Money Tales | Finance and Wealth Management Find Cammie: Cammie Doder, MBA - Chief Marketing Officer - San Francisco | Aspiriant Find Sandi: Sandi Bragar, CFP® - Chief Client Officer | Aspiriant Wealth Management

This week we have at the table Sandi Bragar- Chief Client Officer and Cammie Doder - Chief Marketing Officer from wealth management firm, Aspirant joining Lo to talk all things abundance. Sandi learned about the financial planning profession in college, and after starting her career in accounting, she's had the pleasure of working in the wealth management profession at Aspiriant ever since. For over 20 years, Sandi has been fueled by a passion to help people make good, meaningful financial decisions and to see the impact of those choices on their lives. The podcast Money Tale$, and its focus on getting people talking about money, is an extension of this important work. Cammie Doder is a marketer at heart, working in a client-centric, fiduciary-focusedfirm, which means she's a listener, educator and advocate, first and foremost. She is passionate about empowering current and future clients of Aspiriant by helping them navigate the murky waters of the industry to make informed decisions about their financial lives. Cammie's super excited to take money conversations to the podcasting world to expand broadly the knowledge and comfort of talking about money through the telling of personal stories.Connect with Lo on InstagramCheck more about House of Lo HereSubscribe to their PodcastLearn more about Aspirant

Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul's ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money. As a Director in Wealth Management and a Partner at Aspiriant, Paul's approach to client service has always followed a single mantra: Treat all clients as if they were his parents. And he loves his parents. Paul has provided investment advisory and wealth management services to high-net-worth families, closely held business owners, and nonprofit organizations since 1988. Wealth is a privilege, not a right, and he takes his role in preserving that right very seriously. Paul is currently a member of Aspiriant's Board of Directors; moreover, he's a practice leader of Aspiriant's Cincinnati office and served on the firm's Management and Investment Committees. Paul has also been named one of Worth magazine's Top 250 Wealth Advisors. Paul, a Certified Financial Planner™ professional,  earned his bachelor's degree in Economics and History from Miami University and his MBA from Xavier University. Paul is a member of the Investment Management Consultants Association (IMCA) and is also proud to have served as a board member and the Treasurer of Habitat for Humanity–Cincinnati. Read more about Paul Nickolai here. WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.  HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

“Money seems to be that final taboo topic out there… You don't really have to talk about dollars and cents, but you have to talk about money.”—  Cammie DoderDoes talking about money make you feel a little uncomfortable, ashamed, or confused? You're not alone. Money can be one of the most difficult and emotional topics… but it shouldn't be that way.We ALL need to be better at understanding and talking about money!Aspiriant is a wealth management firm that provides a client experience based on care, clarity, and continuity. In this episode, I speak with its Chief Client Officer Sandi Bragar and Chief Marketing Officer Cammie Doder. These women not only empower their clients with the knowledge they need to make informed financial decisions, they also share it through their podcast, Money Tale$, which gives voice to this taboo through the telling of personal stories.You'd better believe that I'm a listener!Episode by episode, Sandi and Cammie fulfil their mission to help their listeners understand what's going on — not only with their bank balances, but with their money mindsets. In this conversation, we dig deep into why it's SO important to understand your finances, both business and personal, and how to redefine your relationship with money for the better!In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌How to choose the people who belong on your finance teamWhy you need to understand your money, even when working with finance professionalsWhy you should stay curious about your finances — there is always something new to learn!About Sandi Bragar & Cammie Doder: Aspiriant is a forward-thinking wealth management firm. Chief Client Officer Sandi Bragar and Chief Marketing Officer Cammie Doder are passionate about empowering cclients by helping them navigate the murky waters of the industry and make informed decisions about their financial lives.Highlights:‌01:04  Intro01:43  Meet Cammie Doder & Sandi Bragar03:14  Client relationships with money05:16  Talk about money06:39  Money & shame09:23  Redefine your relationship 10:50  Build your team12:51  Don't check out of your finances15:39  Always be learning17:31  Never Split the Difference20:16  TakeawaysLinks:‌Sandi Bragar & Cammie Doderhttps://aspiriant.com/podcastshttps://www.linkedin.com/in/sandi-bragar-a4465035https://www.linkedin.com/in/cammiedoderpodcasts@aspiriant.comTwitter: @sandibragar,  @cdoderNever Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss and Tahl Razhttps://www.amazon.ca/Never-Split-Difference-Negotiating-Depended/dp/0062407805The Business Society: https://thebusinesssociety.co5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapWork with me: https://www.melissahoustoncpa.com/work-with-meFollow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacgaand visit my website: https://www.melissahoustoncpa.comNeed a Fractional CFO?  Check out The Fractional CFO Agency!

We sit with Cammie Doder from Aspiriant to talk about podcasting in business and how it can help your business. Cammie brings a wealth of knowledge to the show, and a unique perspective when it comes to business podcasting.Cave: https://cavesocial.com/Cammie-Doder/LinkedIn: Cammie Doder - https://www.linkedin.com/in/cammiedoder/Website: Aspiriant - https://aspiriant.com/The Aspiriant Podcast: Money Tale$ - https://aspiriant.com/podcasts/

On this episode of Investors & Operators, Jordan sits down with BRIAN BANK, Strategy and Client Development, Investment Funds Group at Kirkland & Ellis LLP. Together, they discuss: What LPs want from emerging manager pitches The importance of communications The ups and downs of being an emerging manager ...and so much more. BRIAN BANK is a partner-level, client-facing non-lawyer within Kirkland and Ellis's Investment Funds Group, the largest and most active private equity focused law firm globally. His practice represents over 700 investment managers and has assisted his clients in raising over $1.4 trillion in the last 4 years. Leveraging over 20 years in the PE, VC, and alternative investment industry as a limited partner and a placement agent, Brian provides Kirkland's funds clients strategic and tactical advice/expertise on firm formation and launch, fundraising, LP matters, investor relations, marketing, LP communications, and other commercial/non-legal topics. As part of Kirkland's business development team, Brian has worked with over 50 clients and has either been solely responsible or contributed to 50+ new clients leading to nearly $100M+ in incremental revenue. Prior to Kirkland, Brian led US PE origination for First Avenue Partners, a UK-based placement agent. From February 2011 to March 2015, he managed and led the Advanced Capital Intelligence Funds, an investment platform created by Aspiriant, serving as both Director of Investor Relations and as Director of Private Equity. In these roles, he was the subject matter expert for all investments and was responsible for managing $500m+ of assets. From 2000-2010, Brian oversaw US PE and VC fund Investments and co-Investments for a UK-based investment company. During this period, he was solely responsible for sourcing, conducting due diligence, and managing GP commitments and relationships. Additionally, he identified and executed co-investments. Prior to 2000, Brian spent three years with E&Y Management Consulting. Among his engagements, he managed all divestiture-related activities of an $8 Billion division of a Fortune 25 company completing a corporate carve-out, managed the current state assessment of a 3,500 person administrative support division of a major international services firm, and managed a sourcing/supplier analysis for a health care client consolidating greater than 30 purchasing organizations from 37 separate facilities and greater than $500 million in annual procurement.

Lots of startups are identified with their founders, and vice versa. But to truly thrive, companies need a plan for the unexpected—and the eventual expected—departure of the founder. In this episode, Joyce Franklin talks with wealth management industry icon Tim Kochis about succession planning for entrepreneurs, how he founded, grew, and merged his firm to create a new one with $5 billion in assets under management, and the advice he's given to executives before and after their liquidity events. He even shares details about his own personal liquidity event. Tim Kochis is the former CEO and chairman of Aspiriant, former president of the CFP Board of Standards, and a former member of the board of trustees for Charles Schwab mutual funds and ETF offerings. He is the author of four books about wealth management and succession planning. https://www.linkedin.com/in/tim-kochis-51550349/ (Tim Kochis' LinkedIn) https://my.captivate.fm/www.linkedin.com/in/joyce-franklin-0423a91 (Joyce Franklin's LinkedIn) https://www.jlfwealth.com/podcast/ (Request a copy of The Four Phases of Startup Life and the Entrepreneur's Wheel of Life)

Throughout this interview Michael highlights the importance of third-party risk management, the challenges his firm faced when implementing a TPRM program and best practices for board and senior leadership involvement in third-party risk management.

Today's guest is Victoria Abaev, a wealth management associated based in New York City. Victoria Abaev is a CERTIFIED FINANCIAL PLANNER™ professional at Aspiriant, a leading independent wealth management firm. She helps clients navigate and build their wealth in line with their goals and values. As the first in her family born in America, she did not have a large scope of financial literacy beyond saving and frugality. In high school, she was introduced to the power of financial literacy and planning by her then-boss who hosted financial literacy courses at the YMCA Women's Shelter. Understanding the power of this knowledge, she changed her career path from health sciences, where she intended to help people medically, to become a CFP® practitioner and help people financially. Originally from San Diego, California, she left her comfort zone when she relocated to New York to marry the love of her life. She doesn't look back – she loves everything New York has to offer and is a true New Yorker now! As an avid fan of the arts and a musician herself, she enjoys all the beauty, culture and all art forms that the city has to offer. She loves attending Broadway shows, the Metropolitan Opera House, the Candlelight classical music concerts and hearing all sorts of amazing musicians and singers throughout the city. For fun, Victoria plays the piano, composes music, practices yoga and enjoys exploring new places with her husband. In this episode, Victoria walks us through her first encounter with financial literacy and explains how that experience has sparked an interest for her to pursue a career in the finance world. As a certified financial planner, Victoria reveals some misconceptions she thinks a lot of us have when it comes to money and tips on for millennials when it comes to budgeting, saving and investing. She also reveals her career highlights and lows and ends the episode talking about the importance of self care and tending to your needs before others. To empower you with financial literacy, Victoria provided links to a 5 Step Guide to Layered Savings as well as a recorded 3-part personal finance series for your reference. Please feel free to connect with Victoria on Linked In. · 5 Step Guide to Layered Savings: https://aspiriant.com/fathom/wealth-planning/5-step-guide-to-layered-financial-savings/ · Personal Finance 3-part series from Her Capital x Aspirant: 1. https://www.hercapital.org/event/hercapital-x-aspiriant-personal-finance-series-part-i 2. https://www.hercapital.org/event/hercapital-x-aspiriant-personal-finance-series-part-ii 3. https://www.hercapital.org/event/hercapital-x-aspiriant-personal-finance-series-part-iii You can direct any questions, feedback or comments to thecityconfessions@gmail.com. --- Support this podcast: https://anchor.fm/thecityconfessions/support

I'm not a fan of loosely using the term "pioneer".  Calling Tim Kochis a pioneer in the wealth management industry, however, is pretty darn accurate.  He co-founded Kochis, Fitz, Tracy, Fitzhugh & Gott in 1991, and built a multi-billion dollar RIA and organic growth machine. 17 years later, Tim engineered his own succession when he merged with another RIA, renamed the firm Aspiriant, and then resigned, as planned, in 2012.  Past performance does not guarantee future results.  Tim's past performance, and the wisdom he gained as one of the first ultra-successful RIAs, DOES guarantee that our listeners will learn a few things from this Pioneer on the 11th episode of "Can You Hold My Attention?"

2020 is nearly done and over with. While that brings a sense of joy as the year has been difficult in so many ways, there might also be some anxiety when thinking about your year-end taxes. Whether you’re an individual concerned about how a new president and recovering economy will impact you, or you need to find some last-minute tax deductions, there’s plenty to be thinking about as the new year ticks over. Preparing for end-of-year taxes, estate planning, and maximizing tax deductions On this week’s episode, Kelly is joined by Lisa Colletti, a managing director in planning strategy and research at Aspiriant. Lisa and Kelly talk about the things you should be thinking about right now to help you on your 2020 taxes and what could be done now for 2021. Things like creating more tax deductions, maximizing your 401K contributions, using the CARES Act to tide you over, and even what GRAT is; can all assist when figuring out your taxes. Listen to Kelly and Lisa talk about year-end tax preparation: What should people be paying special attention to for year-end taxes How President-Elect Joe Biden’s proposed tax plan could impact individuals Economic uncertainty and what that might mean for end-of-year planning How the CARES Act can help people  Beginning to look at tax liability to ensure there are going to be no major surprises on your year-end taxes Hitting the maximum 401k contributions to improve your tax bill Bunching contributions and deductions to maximize your itemized tax deductions Estate planning and gift tax benefits, both on your federal and state taxes Maximizing 529 plan contributions Strategic moves you can make with your family business What is a GRAT (A grantor retained annuity trust)? And how you can use it in your estate planning Thinking about asset allocation for now and the future How to find a financial planner or financial advisor More about Kelly Phillips Erb: Kelly is the creator and host of the new Taxgirl podcast series. Kelly is a practicing tax attorney with considerable experience and knowledge. She works with taxpayers like you every day. One of the things that she does is help folks out of tax jams, and hopefully, keep others from getting into them. Links mentioned: Kelly’s Website – Taxgirl Lisa Colletti - Website Aspiriant - Website

According to a CNBC report, as of the end of the second quarter 2020, 534 index funds focused on sustainability, overseeing a combined $250 billion. In the U.S., assets in sustainable index funds have quadrupled in the last three years and now represent 20% of the total. In this episode, we speak with Jennifer Kenning, the co-founder and CEO of Align Impact, an independent fiduciary and impact specialist that works with clients to help them integrate impact strategies and investments into their broader wealth management strategy. Jenn was previously a Partner and Board Member at Aspiriant, a wealth management firm, before leaving to start Align.  "I believe measuring and reporting should inspire a change in behavior, an a-ha moment," says Jenn. "Knowing what you own and educating yourself on what's out there - that is power."

According to Sandi Bragar, a managing director at the investment management firm Aspiriant, PayPal is working on incorporating cryptos into their business.

According to Sandi Bragar, a managing director at the investment management firm Aspiriant, PayPal is working on incorporating cryptos into their business. BITBLOCKBOOM The great Bitcoin Conference in Dallas, Texas https://BitBlockBoom.com MY WEBSITES  https://CryptoCousins.com https://ArlingtonCrypto.com https://CryptoPodcaster.com https://GaryLeland.com MY CONTACT INFO  Email me at TheCryptoCousins@gmail.com Message me at https://Facebook.com/msg/GaryLeland Leave a voice comment at 817-476-0660 MY SOCIAL MEDIA  https://Twitter.com/GaryLeland https://Facebook.com/GaryLelands https://Linkedin.com/in/GaryLeland https://Instagram.com/Gary_Leland MY AUDIO PODCASTS  https://CryptoCousins.com/iTunes https://BitBlockBoom.com/Podcast http://RailroadedPodcast.com http://WhatIsBitcoinPodcast.com USEFUL LINKS  Earn free Bitcoin while you shop - https://GaryLeland.com/Lolli The best Bitcoin book - https://4MinuteCrypto.com/Bitcoin Subscribe on Alexa - https://4MinuteCrypto.com/Alexa eToro is the place to by Bitcoin - https://etoro.tw/2AOTyEI Bitcoin Clothing & Gear - https://CryptoCrybaby.com

In this episode, we’re exploring the connection between personal finance and our life and career goals. Mary spoke with two finance experts, Sandi Bragar and Andy Hamilton, to dig into the most important factors to consider around personal finance, how to make financial decisions that align with our personal and professional goals, and how the current climate is affecting the financial decisions we make. Sandi Bragar is a Managing Director of Planning Strategy & Research at Aspiriant, a top Financial Planning Firm headquartered in California. She is responsible for creating best practices that help clients navigate the complex facets of their financial lives. Her areas of expertise include all aspects of financial planning, charitable gift planning and retirement planning. Sandi holds a B.A. in Business Economics from the University of California-Santa Barbara and is a Certified Financial Planner. Andy Hamilton is a Director in Wealth Management at Aspiriant with deep experience in investments and financial planning. He partners with clients to help them develop and implement roadmaps for their financial futures. Andy earned a BS in Managerial Economics from University of California-Davis. He completed the Personal Financial Planning Program at University of California-Berkeley and is a Certified Financial Planner. In this episode, Sandi and Andy mentioned Aspiriant’s wealth management blog, which you can read here: https://aspiriant.com/fathom/ For more resources, see our Pointers for Personal Finance!

In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in the RIA industry in the field of mergers and acquisitions, Mercer Advisors has acquired 31 firms to date. Headquartered in Denver, Colorado, Mercer has over 400 employees and approximately $18 billion in client assets. Headquartered in Los Angeles, CA, Aspiriant has 11 offices around the country and manages over $12 billion in client assets. With the goal of highlighting how a COO’s key contributions to a firm’s operations lead to successful mergers and acquisitions, Matt, Loren, and Michael sit down to discuss the importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action, and much more including: Their individual paths that led them to become COOs at powerhouse RIAs The story behind San Francisco’s “Michael Kossman Day” Comparing and contrasting their respective firms’ philosophies on M&A The role the COO plays in each of their respective firms’ M&A strategy How to create a culture and scalable process that gives a unified, stand out client experience across offices nationwide How they each plan for their respective firms’ future We hope you enjoy, share, and subscribe! You can listen and subscribe on iTunes, Google Play, Spotify, iHeartRadio or Stitcher. Sign up here to be notified of new practice management content added to our blog on a regular basis.

In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in the RIA industry in the field of mergers and acquisitions, Mercer Advisors has acquired 31 firms to date. Headquartered in Denver, Colorado, Mercer has over 400 employees and approximately $18 billion in client assets. Headquartered in Los Angeles, CA, Aspiriant has 11 offices around the country and manages over $12 billion in client assets. With the goal of highlighting how a COO’s key contributions to a firm’s operations lead to successful mergers and acquisitions, Matt, Loren, and Michael sit down to discuss the importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action, and much more including: Their individual paths that led them to become COOs at powerhouse RIAs The story behind San Francisco’s “Michael Kossman Day” Comparing and contrasting their respective firms’ philosophies on M&A The role the COO plays in each of their respective firms’ M&A strategy How to create a culture and scalable process that gives a unified, stand out client experience across offices nationwide How they each plan for their respective firms’ future We hope you enjoy, share, and subscribe! You can listen and subscribe on iTunes, Google Play, Spotify, iHeartRadio or Stitcher. Sign up here to be notified of new practice management content added to our blog on a regular basis.

We break new ground today on the podcast as we talk about FOMO, catching falling knives, Uncle Warren and chewing glass.  My guest today is John Allen, CFA the Chief Investment Officer at Aspirant.  We also hit on some other great concepts such as why it is important to understand vs. observe what your investment managers are doing, thoughts on the impact of investment bubbles in the short, medium and long term.  I also have a new word for my vocabulary, conflate, John makes some insightful observations about how that term applies to risk and return for some people which dovetails nicely into some other thoughts on whether some traditional guidance 401(k) participants get, still makes sense. Finally, John makes some not so rosy predictions for what the next seven to ten years could look like for investors and why that matters to 401(k) plans and participants. Not always fun to consider, but definitely worth the listen.   Before we get started, a lot of the topics John and I cover on the podcast came from the quarterly newsletter John and his firm Aspiriant put out.  If you want to check them out or subscribe, the link is below.  Click on that and you can figure it out from there.  Finally, be sure to catch my post episode wrap up for a few more interesting tidbits on this episode and what we have coming up in future episodes.   http://aspiriant.com/fathom/insight/ Guest Bio John Allen joined Aspiriant in 2013 as Chief Investment Officer. As CIO, John is primarily responsible for leading the firm’s overall Investment Strategy & Research Group, broadly consisting of twelve investment professionals. The group is responsible for asset allocation, portfolio construction, manager selection and risk management. John is also the Chair of the firm’s Investment Committee and serves on a number of other committees. He has nearly twenty years of experience in investment management, investment banking, corporate finance advisory and business strategy consulting.  Prior to joining the firm, John was a senior member of the client service team at Grantham, Mayo, Van Otterloo (“GMO”), which manages approximately $115 Billion across a wide-range of public equities, fixed income, hedge funds and asset allocation funds. In that role, John had primary responsibility for 80 clients and $6.5B in assets under management.  Prior to joining GMO, John was the Head of Investments at a large family office in Los Angeles. There, John had responsibility for managing the firm’s overall investment portfolio as well as its direct investments.  John established his career working in the investment banking department at Donaldson, Lufkin & Jenrette and in the business consulting practice at Stern Stewart & Co. Throughout his career, John has served on the boards of directors of three private companies.  John earned a Bachelor’s of Science degree with high distinction from the Economics Department at the University of Virginia. He holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is also a member of the CFA Institute and CAIA Association.  401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 150 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!  

Orin Winick, national director of investment advisory for Aspiriant, spoke with MMG Editor-in-Chief Kathryn Mulligan about the increase in entrepreneurs selling their businesses and emerging trends in wealth management—from using storage facilities as a means of generating cash flow, to investing in the nascent cannabis industry. This episode was recorded onsite at the annual ACG Los Angeles Business Conference.

Today’s guest is Tim Kochis, the co-founder of Aspiriant, one of the first independent RIA’s to have reached $1 billion of assets under management in the early 2000s. Today the company is one of the industry’s few independent RIA’s focused on comprehensive wealth management to have reached a whopping $10 billion AUM threshold. In this episode, Tim shares how he was able to grow the company so quickly to become one of the leading RIA’s with a niche focus on working with corporate executives, as well as how he attracted and retained top-notch talent to manage that growth. Listen in to learn how he differentiated his firm and gained credibility even without having a big corporate name on his business card, the insights he has gleaned over the years, and more. For show notes and more visit: https://www.kitces.com/55

Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it. Tim is a legendary wealth advisor who co-founded Kochis Fitz, a multi-billion dollar RIA firm, and guided it through a merger to create Aspiriant, one of the country’s leading wealth managers. Along the way, he held numerous leadership positions within the industry and has been recognized with several prestigious awards including the inaugural Schwab Impact Award and FPA’s P. Kemp Fain Award.