Podcasts about Asset

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Chasing performance feels like the easiest way to make money—but buying what has already gone up often means arriving late and leaving with less.In this episode of Talking Real Money, Tom and Don examine the “behavior gap”: the difference between an investment's return and what investors actually earn after buying high, selling low, and chasing the latest market story. They explain why disciplined diversification and a sensible asset allocation usually beat a portfolio built around hot ideas.They also answer listener questions about retirement withdrawal order, Roth conversions, reinsurance funds, high investment costs, and whether financial recommendations are influenced by commissions.00:20 Why buying what's hot usually means arriving late01:42 Chasing performance without ever catching it03:03 How Bitcoin rose while Bitcoin ETF investors lost money04:58 The costly confusion between “has gone up” and “is going up”05:53 Morningstar's “Mind the Gap” research06:44 AI, chips, and the latest performance-chasing cycle07:37 Asset allocation versus a collection of hot ideas09:21 Why trying to beat the market often backfires10:16 Listener Question: Retirement accounts and withdrawal order12:29 Taxable, pre-tax, or Roth—which money should come first?15:35 Listener Question: Do reinsurance funds belong in a portfolio?16:58 Catastrophe risk, complexity, and nearly 2% in expenses21:33 Listener Question: Are fund recommendations influenced by compensation?23:27 Why “trust us” isn't a convincing financial argumentQuestions? Comments? Click!

Special Guest: Benas Leonavicius   Welcome to Podcast Profits Unleashed, the show that helps coaches, consultants, founders and experts grow their business through strategic podcast guesting and authority marketing.   In this episode, Karen Roberts sits down with Benas Leonavicius, founder of Avium, a personal branding agency that helps keynote speakers, authors, founders and executives build influential brands that attract opportunities, increase credibility and generate business growth.   Together they explore why personal branding is becoming even more valuable in the age of AI, why trust matters more than followers, and how podcasting fits into a modern authority-building strategy.   If you've ever wondered whether your personal brand is helping—or quietly holding your business back—this conversation is one you don't want to miss.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSee omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed LaVashia Davis. Guest: LaVashia Davis, Founder of Ell Wess Advisors (boutique family office and wealth management firm)Host: Rushion McDonaldTopic: Building multigenerational wealth, family wealth planning, asset protection, and creating lasting legacies. Purpose of the Interview The interview focuses on helping first-generation wealth builders and entrepreneurs understand that wealth creation is about more than investments. Davis explains how families can organize, protect, grow, and transfer wealth across generations by treating their family finances as a structured enterprise rather than simply accumulating money. A central theme is that many successful individuals earn substantial incomes but lack a blueprint for preserving and transferring wealth. Davis advocates for intentional planning, legal structures, family involvement, and asset protection to create lasting legacies. Key Takeaways 1. Wealth Requires a Blueprint Davis explains that creating a legacy does not happen automatically. Families need a deliberate plan, legal structures, and defined roles if they want wealth to survive beyond one generation. [Lavashia D...(Podcast) | Txt] Takeaway: Making money and building wealth are not the same. Wealth requires systems and succession planning. 2. Family Should Be Treated as an Asset One of Davis's strongest messages is that family members can play meaningful roles in wealth-building efforts. She argues that when people think about legacy, they often overlook the importance of human relationships and family participation. Wealth-transfer strategies frequently require successors, trustees, managers, and beneficiaries. Many of those roles can be filled by family members. [Lavashia D...(Podcast) | Txt] Takeaway: Family can be a strategic asset when properly organized and aligned. 3. Not Every Family Member Contributes Equally Davis acknowledges that some family members may behave more like liabilities than assets. Using a balance-sheet analogy, she explains that every family includes both contributors and individuals who may create financial burdens. The key is identifying those dynamics without allowing them to derail long-term wealth planning. [Lavashia D...(Podcast) | Txt] Takeaway: Successful family wealth planning requires honest assessment of family dynamics. 4. Wealth Management Is More Than Investments Davis differentiates her firm's approach from traditional investment-focused advisory services. Her firm begins with: Family and wealth governance Legal structures Estate planning Tax planning Business succession planning Preparing future generations to inherit wealth Investments are addressed after these foundational elements are in place. [Lavashia D...(Podcast) | Txt] Takeaway: Investments should support a broader wealth strategy, not drive it. 5. "Your Family Is a Business" One of Davis's most memorable concepts is that families should think of themselves as enterprises. She advises clients to separate their “wealth business” from their personal household and to create structures that can survive beyond their lifetime. [Lavashia D...(Podcast) | Txt] Takeaway: Families should operate with the same intentionality that successful businesses use. 6. First-Generation Wealth Creates Unique Challenges Davis specializes in serving people who are the first high earners or successful entrepreneurs within their families. She notes that these individuals often face challenges that previous generations never had to navigate, including: Sudden financial complexity Family expectations Tax planning Asset protection Wealth transfer decisions [Lavashia D...(Podcast) | Txt] Takeaway: New wealth requires new skills and specialized guidance. 7. There Are Four Forms of Capital Davis identifies four sources of capital: Human Capital – people, family, relationships Intellectual Capital – knowledge and expertise Social Capital – networks and connections Financial Capital – money and assets She argues that most families focus only on financial capital while neglecting the others. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth is broader than money. 8. Asset Protection Is Essential Davis warns that unprotected assets can disappear quickly due to lawsuits, business failures, creditor claims, or debt obligations. She emphasizes the importance of proper ownership structures, legal entities, and asset protection strategies. [Lavashia D...(Podcast) | Txt] Takeaway: Wealth must be protected as carefully as it is created. 9. Different Advisors Serve Different Stages of Wealth When McDonald asks how people should evaluate their current financial advisor, Davis provides a thoughtful perspective: An advisor who helped someone build their first million dollars may not be the right advisor to help them grow to ten million dollars. Increased wealth often brings more complexity and a need for broader expertise. [Lavashia D...(Podcast) | Txt] Takeaway: Financial advisory needs evolve as wealth grows. Notable Quotes On Family and Legacy "Your family is your God-given team, not your liability." [Lavashia D...(Podcast) | Txt] On Wealth Planning "When you say that you want to build something that's long lasting or you want to create a legacy for children, there's a blueprint that needs to be followed." [Lavashia D...(Podcast) | Txt] On Family Dynamics "Your family even has a balance sheet when it comes to assets and liabilities." [Lavashia D...(Podcast) | Txt] On Financial Complexity "My particular mission is the first-generation families who want to make an exponential difference in their families." [Lavashia D...(Podcast) | Txt] On Her Approach "We don't begin with investments. We begin by stabilizing and creating a way that you really want to operate your wealth business." [Lavashia D...(Podcast) | Txt] On Family Wealth "Your family and your finances are definitely a business." [Lavashia D...(Podcast) | Txt] On Wealth Building "Your family is in the business of growing the value of your last name. Period." [Lavashia D...(Podcast) | Txt] On Capital "The four sources of capital are human capital, intellectual capital, social capital, and financial capital." [Lavashia D...(Podcast) | Txt] On Asset Protection "The wealth you build can be taken if it's not protected." [Lavashia D...(Podcast) | Txt] On Advisor Selection "The advisor that may have gotten you to your first million... may not be the advisor that can get you to ten million." [Lavashia D...(Podcast) | Txt] Overall Message Lavashia Davis's core message is that wealth is not simply about earning or investing money—it is about building systems, structures, and family alignment that allow wealth to endure across generations. By treating the family as an asset, activating multiple forms of capital, protecting assets legally, and planning intentionally, families can transform income into legacy. #SHMS #BEST #STRAWSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

On today's episode of Built For Life Not Just Wealth, Alex Collins as he delves into the essentials of investing, covering key topics such as portfolio construction, investment philosophy, risk management, and diversification strategies. This episode is ideal for anyone eager to establish a robust investment foundation and gain confidence in navigating the financial markets.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Episode 286: https://www.builtforlifenotjustwealth.com/episode-286-the-5-principles-of-investing/ Episode 304: https://www.builtforlifenotjustwealth.com/episode-304-what-is-index-investing/ Episode 359: https://www.builtforlifenotjustwealth.com/retirement-isnt-about-assets-its-about-income/ Episode 282: https://www.builtforlifenotjustwealth.com/episode-282-understanding-recovery-rates-in-investing/   #BuiltForLifeNotJustWealth #investing #portfolioconstruction #diversification #riskmanagement #investmentphilosophy #ETFs #stocks #bonds #financialplanning   Key Topics Investment philosophy and beliefs Portfolio construction and diversification Risk management and volatility Market efficiency and information absorption Asset classes: stocks, bonds, real estate, commodities Investment structures: ETFs, mutual funds, individual securities Time horizon and risk tolerance Aligning investments with personal values   Chapters 00:00 Introduction to Investing Basics 01:26 Understanding Investment Philosophy 03:37 Market Efficiency and Investment Strategies 05:39 Portfolio Construction and Diversification 09:00 Risk, Return, and Time Horizon 14:00 Building a Personalized Portfolio 18:12 Conclusion and Resources  

Sommerpause? In der Google-Welt eher nicht. Diesen Monat kommt einiges zusammen – AI Max, eine neue Briefing-Funktion, eine verschobene DSA-Umstellung, eine lang vermisste Gebotsstrategie im Shopping, automatisch generierte PMax-Videos und eine Änderung an den Gebotsstrategien zum 17. August. So unterschiedlich die Punkte wirken: Sie zeigen in dieselbe Richtung. Google übernimmt mehr Entscheidungen und gleicht dabei immer weniger aus, was in deinem Konto nicht sauber aufgesetzt ist. Wer ein gutes Setup hat, profitiert. Wer eins mit Lücken hat, sieht die Lücken jetzt schneller in den Zahlen. ---- AI Max: hilfreich, aber kein Reparaturwerkzeug • In einigen Konten bringt AI Max inzwischen wirklich sinnvolle zusätzliche Suchbegriffe und Conversions. • Manchmal liegen die Begriffe aber weit weg vom Angebot – der Blick in den Suchbegriffe-Bericht bleibt Pflicht. • Google kündigt eine Briefing-Funktion an: Markenstimme, Regeln, ideale Zielgruppe und Ausschlüsse lassen sich künftig mitgeben. • Wichtig: Schwächen im Setup skalieren mit. KI heilt keine schlechte Kampagne, sie verstärkt sie. ---- DSA: eine Verschnaufpause • Die Zwangsumstellung dynamischer Suchanzeigen auf AI Max ist verschoben. • Neue DSA sind bis Februar 2027 möglich, die Abschaltung beziehungsweise das automatische Upgrade folgt einige Monate später. ---- Shopping und PMax: zwei Updates, die zusammengehören • Standard-Shopping-Kampagnen haben endlich die Gebotsstrategie „Conversion-Wert maximieren" – ab Tag 1 nutzbar, später jederzeit auf Ziel-ROAS umstellbar. • Das ist zugleich ein Signal: Standard Shopping wird so schnell nicht abgeschaltet. • PMax „Feed Only" gibt es faktisch nicht mehr: Google holt sich Bilder aus dem Merchant Center und baut daraus automatisiert Videos. • Prüfen kannst du das in der PMax-Kampagne unter Statistiken und Berichte, dann Kanalleistung – dort siehst du die Verteilung auf Suche, YouTube und die übrigen Netzwerke. ---- Der 17. August: aus dem Richtwert wird ein hartes Ziel Bild aus dem Alltag: Du gibst Vollgas, fährst aber im ersten Gang – und ziehst dabei die Handbremse. Genau so sehen viele Setups aus. • Beispiel: 50 Euro Tagesbudget, 200 Prozent Ziel-ROAS eingestellt, tatsächlich erreicht Google 300 Prozent. • Bisher hat Google das erkannt und den ROAS faktisch verbessert, statt das Ziel wörtlich zu nehmen. • Ab dem 17. August wird das eingestellte Ziel als hartes Ziel verwendet – im ungünstigen Fall werden dieselben 50 Euro mit deutlich höheren Klickpreisen ausgegeben. • Das betrifft Ziel-ROAS und Ziel-CPA gleichermaßen. Eine pauschale Empfehlung gibt es nicht, das hängt am Setup, an der Conversion-Art, -Anzahl und den Werten. ---- Neues Asset: Haftungsausschlüsse • Für Suchanzeigen gibt es jetzt Texthaftungsausschlüsse als Asset, maximal 90 Zeichen. • Sie erscheinen in der ersten verfügbaren Textzeile und überschreiben dort angepinnte Assets. Kompatibel mit AI Max. ---- Alle Updates laufen auf dieselbe Frage hinaus: Ist dein Setup sauber genug, dass mehr Automatisierung für dich arbeitet statt gegen dich? • Suchbegriffe-Bericht regelmäßig prüfen, wenn AI Max aktiv ist. • Bei PMax in die Kanalleistung schauen – läuft dort längst Video, wo du keins geplant hattest? • Vor dem 17. August durch die Kampagnen gehen: Passen Tagesbudget und Zielwert zusammen? Ist dein Zielwert durchgerechnet, gib so viel Budget wie möglich frei. War er nur eine Hilfsgröße zum Anlaufen, entscheide dich: Budget hoch oder Zielwert strenger. Beim Ziel-ROAS heißt strenger: Wert hoch. Beim Ziel-CPA: Wert runter. Links: - https://blog.google/products/ads-commerce/ai-max-new-features/ - https://blog.google/products/ads-commerce/dsa-upgrade-to-ai-max-2026/ - https://support.google.com/google-ads/answer/17061251?hl=de - https://support.google.com/google-ads/answer/17028951

Tax planning is about much more than filing your tax return each year. In this episode of the Wise Money Show, we break down the four levels of tax planning and explain how proactive tax planning strategies can help individuals, business owners, and entrepreneurs reduce lifetime taxes and build more wealth. Learn the difference between tax preparation and tax planning, discover legal tax-saving opportunities, and avoid common mistakes that can lead to costly tax surprises. We're joined in the studio by special guest and tax planning expert Patrick Lonergan. Season 11, Episode 48 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/  or call 574-247-5898.   Learn more about Patrick Lonergan and Vital Wealth: https://www.vitalwealth.com/ Listen to Patrick's podcast: https://www.vitalwealth.com/podcasts/    Watch this episode on YouTube: Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

  This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the...

What does it take to build a championship mindset and sustain it for a lifetime? In this special episode, recorded live at Gleneagles in partnership with IFS, Jake Humphrey sits down with golfing legend Gary Player for a remarkable conversation to explore the habits, mindset and discipline behind lasting success.From overcoming childhood adversity to becoming one of golf's most decorated champions, Gary shares the mindset that carried him through pressure, setbacks and success. He shares his thoughts on Rory McIlroy's career Grand Slam, the importance of physical and mental fitness, and why he believes adversity is life's greatest teacher.At 90 years old, Gary remains as energetic, curious and driven as ever - offering timeless wisdom on what it truly means to perform at the highest level.IFS - award-winning Asset & Service Management software

Grandi & Dibs discuss whether or not Draymond Green is still valuable enough to the Warriors as he's entering his Age 36 season. They close out the segment with audio of Lebron explaining how important the family factor will be in his Free Agency decision.

Christian Lopez talks about the market's electricity demand and its value as availability becomes more limited. It comes as Bitcoin miners move into AI infrastructure, something Christian believes will be beneficial for firms due to the demand for AI compute we'll see over the next decade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Lawrence Boodasingh, MScFM, CFM, FMP, CIWFM, ProFM is Senior Facilities Manager at Ross University School of Veterinary Medicine, an all-accredited (AVMA & AAALAC) 60-acre internationally recognized American veterinary and veterinary research university located on Saint Kitts & Nevis in the north-eastern Caribbean where he is passionate about delivering CAPEX projects and developing diversified high-performing teams, embedding customer-focused cultures, strategic management, stakeholder engagement, and driving innovative FM strategies across complex built environments. Mike Petrusky asks Lawrence about his continuous professional development, upskilling, and credentialing which he believes has been essential for his successful journey in facility and asset management. He says that FM leaders should embrace technology, AI, CMMS platforms, and data-driven decision-making to optimize asset performance and plan for the future. Prioritizing people, customer service, and safe environments is fundamental in the FM profession, so Mike and Lawrence share real world stories and offer inspiration so you can be an Asset Champion in your organization! Connect with Lawrence on LinkedIn: https://www.linkedin.com/in/lawrenceboodasingh/ Learn more about Ross University School of Veterinary Medicine: https://veterinary.rossu.edu/ Find out more about IFMA: https://www.ifma.org/ Explore Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://eptura.com/discover-more/podcasts/asset-champion/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/ Watch the full video here: https://www.youtube.com/playlist?list=PLSkmmkVFvM4H3pwnlU2AuqynuRDpvnh4J  

Bobby Manning hosts Celtics Daily and The Garden Report for CLNS Media. Bobby "Bucket Hats" joins the program to discuss the chatter surrounding the Jaylen Brown trade at NBA Summer League, the underrated signing people aren't talking about enough, and the status of Boston's youth movement. X: @RealBobManning 2:07 Jaylen scuttlebutt from Summer League 19:09 Celtics youth movement is helping with winning 33:03 Mitchell Robinson signing going under the radar 36:17 Hugo's vision is shining Available for download on iTunes and Spotify on Thursday, July 16th, 2026. Celtics Beat is powered by Prize Picks! Prize Picks is the official daily fantasy sponsor of CLNS Media. Download the app and use the promo code CLNS for $50 instantly when you play $5!  Learn more about your ad choices. Visit megaphone.fm/adchoices

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In this episode, we discuss how Chair Kevin Warsh is reshaping the Federal Reserve's playbook. From shorter statements and less forward guidance to a comprehensive review of the Fed's key functions, we examine what may change and what it could mean for markets. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

#993 Capital, capital, and capital — that's what Adam Haber says it takes to build a business, and in part 2 of this two-part episode, he doesn't hold back on the hard truths. Adam, co-founder and CEO of Trellus, returns to Millionaire University to talk AI's role in logistics-heavy businesses, why he believes the market will eventually narrow to just a few dominant AI players (much like the auto industry and dot-com boom before it), and how to know when — and where — to expand to a new location. He shares his hiring philosophy of prioritizing kindness over resume lines, why he refuses to keep a toxic employee around no matter how hard it is to let them go, and the real story behind Trellus almost shutting down before finally finding its footing. Adam closes with the one question he wishes more interviewers would ask founders: what was your biggest setback, and how did you handle it? What we discuss with Adam: + AI as a tool, not a replacement + Predicted AI market consolidation + Lessons from the dot-com boom + When to expand to new locations + Asset-light vs. asset-heavy expansion + Delegating and trusting partners + Why toxic employees must go fast + Hiring for kindness over resume + Acquiring early customer evangelists + Capital as the top startup priority Thank you, Adam! Check out Part 1 of this episode. Check out Trellus at ⁠ByTrellus.com/Delivery⁠. Follow Adam on ⁠LinkedIn⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Every day we create data, but almost none of us know who really owns it.In this episode of Couchonomics with Arjun, André Vellozo, Founder and CEO of DrumWave, joins the show to explore one of the biggest questions facing the digital economy: what if people could own their data the same way they own money?André explains why privacy is only the beginning of the conversation, why AI is accelerating the need for data ownership, and why he believes the world needs entirely new infrastructure that allows people, businesses, and governments to exchange data securely while creating value for everyone involved.

In this episode of the Sound of Economics, host Rebecca Christie sits down with Bruegel Director Jeromin Zettelmeyer, researcher Silvia Merler and Bank of France Deputy Governor Agnès Bénassy-Quéré to talk about common European debt and the idea of a 'safe asset'. What makes government bonds a part of public infrastructure as well as a tool for financing public goods? Why is how to borrow money for public goods treated as a separate question from how to spend it? Should the European Union sell more common debt or look at a layered system that works with national borrowers, such as the swap proposal put forward by Olivier Blanchard and Angel Ubide? Will United States Treasury bonds always be the world's only major reference asset, or will the EU get a seat at that table? This episode discusses what a safe asset is, why it matters to Europe and what steps policymakers should take next.Related research: Lappe, M.S and J. Zettelmeyer (2026) ‘A sober look at the case for common European Union debt,' Working Paper 20/2026, Bruegel Bénassy-Quéré, A. (2025) 'Looking for a “fair” international monetary system,' VoxEU Column, 16 April, CEPR Merler, S. (2025) 'More EU debt issuance would be the best response to Trump's tariffs,' First Glance, Bruegel Christie, R. (2022) 'If it doesn't trade, is it really marketable debt?,' Blog Post, Bruegel Christie, R. (2025) 'Unlocking the Own Resources Debate – Debt and Competitiveness,' Testimony, Bruegel

Show Highlights: Can ag co-ops survive with no physical community anchors? [01:50] Uncover the true core of asset-light co-ops—hint: it's not tech. [06:15] What does "acqui-hiring" in tech mean for future ag co-ops? [10:14] Discover 4 key skill demands on asset-light co-op talent. [12:17] Entrepreneurial vs. process-oriented talent profiles. [14:41] Understanding employee flight risk in asset-light co-ops. [17:55] Why talent retention needs ownership in the asset-light model. [22:18] Potential equity structures asset-light co-ops can try. [24:31] What's coming up next in the asset-light co-op series? [27:46] If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Brendan Wallace is the Founder, CEO & CIO of Fifth Wall, the largest investment firm focused on technology for the built environment, with ~$3B in capital, the firm is driving the growth of nearly 170 companies, backing category-defining PropTech leaders such as Opendoor, Procore, Blend, Hippo, and Bilt Rewards. It's supported by ~115 of the world's largest real estate owner-operators including CBRE, Hilton, Hines, Marriott, Public Storage, Related, and Starwood. Before Fifth Wall, Brendan was at Goldman Sachs and Blackstone, and he co-founded Identified (sold to Workday) and Cabify. In this episode of Summation, Brendan and Auren discuss:How remote work protected mediocrity for yearsThe data center land grab: powered land, 2037 grid connections, and bring-your-own-solarHow land is the most stable asset on earth and there's still no way to buy an index of itWhy "capital-intensive businesses are bad for venture" is no longer trueYou can find Auren Hoffman on X at @auren and Brendan Wallace on X at @BrendanFWallace

Many people reach mid-career or the halftime of life with a wealth of experience, skills, relationships, and wisdom, yet find themselves asking an important question: "How do I turn all of this into something that truly matters?" Today on the Power of After Show, we're exploring the concept of legacy-driven entrepreneurship—building something that goes beyond earning a paycheck or growing a business. It's about leveraging what you've learned over a lifetime to create meaningful impact, serve others, and leave a lasting contribution. Whether through mentoring, consulting, creating content, launching a business, or supporting your community, your next chapter may be less about accumulation and more about significance. We'll discuss how to transform experience into influence, purpose into action, and success into a legacy that continues to make a difference long after you're gone. Full article here: https://goalsforyourlife.com/legacy-driven-entrepreneurship YouTube video: https://youtu.be/XhljK6F89dE Watch and subscribe! Chapters 0:00 Intro to Legacy-Driven Entrepreneurship 1:35 Shifting from Earning to Impact 4:50 Leveraging Your Life Experience as an Asset 7:45 Redefining Success and Purpose 10:20 Designing Your Ideal Lifestyle 13:15 Using Systems and Automation for Freedom 16:00 Planning for Life After Retirement 19:10 The Power of Human Connection in an AI World 21:40 Defining Your Final Legacy and Epitaph Get POWER OF AFTER BOOK HERE: https://amzn.to/3GpEGlJ Make sure you're getting all our podcast updates and articles! Get them here: https://goalsforyourlife.com/newsletter  Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com 

John Adams hosts Thomas Jefferson one last time on his final night in the White House, and the two men confront the meaning of party, power, and the peaceful transfer of authority. Built from real historical language, the episode follows Jefferson's inauguration, Adams's departure from Washington, and the tensions that follow as Jefferson begins rolling back the Federalist program.As the episode continues, James Callender's accusations against Jefferson and Sally Hemmings expose the hidden violence and contradiction at the center of the founding generation.With Adams, Jefferson, Abigail Adams, John Quincy Adams, and Sally Hemings all shaping the story, the episode becomes a study in principle, scandal, memory, and unfulfilled promises.Patriarchs is a six-part audio drama about John Adams and Thomas Jefferson, the founding of the United States, the American Revolution, and the 250th anniversary of the Declaration of Independence enacted in 1776.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm excited to welcome Dr. Phil Pearlman to the podcast. Phil is the founder of the Pearl Institute, a clinical psychologist, former financial executive, and one of the leading voices exploring the intersection of health, behavioral psychology, and long-term performance. Through his writing, coaching, and research, he helps people build healthier lives by focusing on sustainable habits, emotional resilience, and purposeful daily decisions. After years of success in finance, Phil experienced his own health transformation that completely changed how he thinks about performance, longevity, and fulfillment. Today, he believes one of the biggest blind spots in retirement planning isn't your portfolio, it's your health. Because no matter how well you've prepared financially, it's difficult to enjoy the retirement you've worked so hard to build without the physical and mental capacity to fully experience it. In our conversation, Phil shares why health and wealth follow many of the same behavioral principles, how our relationship with food and money is driven by the same psychological forces, and why improving your health may be the greatest investment you can make in your future.  In this podcast interview, you'll learn: Why your health may be the most overlooked risk to a successful retirement. How our relationship with food and money is shaped by the same psychological biases. Why lasting health habits are built through identity, not willpower. How improving your metabolic health can lead to better decisions, focus, and resilience. Why comparing yourself to your past self and nobody else creates the greatest long-term progress. The simple daily habits Phil believes deliver the biggest return for your future health. Show Notes: HowardBailey.com/575

In this episode, Robert Politzer shares his journey from environmental engineering to pioneering green building solutions and the innovative AssetMax platform. Discover how his strategies are transforming commercial real estate through decarbonization, cost savings, and scalable biofarms.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ever seen a single comment on social media outperform the actual post?I have. That's exactly what happened when Joseph replied to a video with "Hey, so I have appointments available." One comment, thousands of likes, hundreds of replies, people tagging him. Quick note before you dive in: this episode uses a viral comment as a marketing case study, purely for education, not about diagnosing or labelling anyone.In this episode, I'm breaking down why your comments (on other people's content, not just your own) might be one of the most underused parts of your marketing. It's not random, it's strategy, and it's one of the reasons big brands pay community managers to do exactly this.If you've got a spare five minutes a day to scroll, this episode will change how you spend it.If you LOVED this episode, make sure you share this on your Instagram stories and tag us @contentqueenmariah.⁠⁠⁠LEARN THE DETAILS OF A CONTENT STRATEGY WITH MY FREE AUDIO GUIDE⁠⁠⁠KEY EPISODE TAKEAWAYS

In this episode of the California Sports Lawyer Podcast, host Jeremy Evans examines why consent is becoming one of the most valuable commercial assets in entertainment, media, and sports. As technology continues transforming how content is created, distributed, licensed, and consumed, consent has evolved beyond a legal requirement into a strategic business advantage that increasingly shapes commercial relationships across the industry. Jeremy discusses how artificial intelligence, intellectual property, contracts, publicity rights, name, image, and likeness (NIL), licensing, and digital content are redefining the importance of transparency, trust, and permission. The episode explores how businesses, creators, athletes, and rightsholders can better protect their interests while navigating rapidly evolving technologies and business models. As entertainment, media, sports, business, technology, and law continue converging, consent is becoming the foundation upon which modern content businesses are built. Understanding how contracts, technology, and trust intersect provides valuable insight into why the organizations creating the greatest long-term value will be those that earn, negotiate, protect, and clearly define consent. (Season 8, Episode 27). Copyright 2026. California Sports Lawyer. All Rights Reserved. (www.CSLlegal.com) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Krysta was talking business with her boyfriend Mike when it clicked: the reason her business feels un-takeable has nothing to do with the business itself — it's the personal brand underneath it. In this solo episode she breaks down why your reputation is the one asset that travels with you across every pivot, and hands you a framework to build it. In this episode we dive into:• Why your business is just a "container" — and your personal brand is the real asset• How founder-led marketing puts you in rooms you weren't invited to• A three-column exercise to find the personal brand hiding in plain sight• The four content lanes that turn your social media into your resumeThe Portable Reputation• Personal brand isn't the soft-girl morning routine or the iced-coffee photo dump — it's your portable, transferable reputation• Your businesses (the Fitness Fix, The Spread) are containers; the through line is how you think, notice, and communicate• "Clarity" was never about niching down forever — it means people understand the world you're building, and range stops feeling like chaos the moment you name the thread that connects itYour Instagram Is Your Resume• Krysta's finance-to-fitness-to-marketing path looks random on paper — but the through line made it inevitable• A gym she'd worked for DMed her to run their marketing after seeing her page — proof she was building an asset without realizing it• Founder-led marketing means becoming visible enough that people understand your values and POV before they meet you• Goldman Sachs projects the creator economy nearing half a trillion by 2027, with VC and PE now backing founder-led brandsBuild Something Portable• Give yourself permission to let your focus change — think next 12 months, not forever• FYX Tip: pair a "portable strength rep" with a "visibility rep" this weekYour Personal Brand Exercise (Want to build the three columns alongside Krysta? Jump to 31:49 in the episode- grab a sheet of paper, 20–30 min):Step 1 — Draw three columns.• Column 1: What you're already paid for or qualified to be paid for (job, business, role, credentials, degree)• Column 2: What people already come to you to explain (topics they've quietly ID'd you as the expert on — hiring, relationships, workouts, money, leadership)• Column 3: What you want to be known for in the next 12 months (not forever — just the next year)The overlap between Column 1 and Column 3 is where your personal brand lives: credible now, pointing where you're headed.Step 2 — Turn the overlap into four content lanes.• Point of view: your hot takes — what you notice, what people get wrong• Proof: the receipts — client results, your own story, lessons from past roles• Teaching: frameworks and exercises people can use• Human context: what makes you a person, not a robotStep 3 — Name your through line.The one thread that lets every topic make sense together (Krysta's: women becoming more of themselves). Then repeat it again and again — people won't connect the dots for you.Step 4 — Pick one platform. Not seventeen. Get good at one, then expand.Step 5 — Commit to creating. Start with one post a week, build to two, then three.This conversation reminds us that the person is harder to erase than the business. Whether you're a founder mid-pivot or an employee who knows the current role isn't forever, you leave with the framework and permission to build something no algorithm or layoff can take. No Such Thing for the week: there's no starting over from zero when people already know how you think.Looking for more? Check out ⁠EP35⁠ with Gemma Luzzi on why your identity has to move before the money does.Want a personal brand audit? DM Krysta at ⁠@thekrystahuber⁠⁠⁠⁠or the team at ⁠@thespreadmktg ⁠⁠⁠ — founder or career-pivoter, it doesn't matter which.Follow Krysta:⁠⁠@thekrystahuber⁠⁠⁠⁠⁠⁠@thefitnessfyx⁠⁠⁠⁠⁠@thespreadmktg ⁠⁠

If you're planning to retire at 65, the data suggest there's a good chance life may have other plans. In this episode of The Wise Money Show, we explain why so many people retire earlier than expected and how to build a retirement plan that can adapt to unexpected changes. Learn the Five-Factor Retirement Plan, how to stress test your retirement readiness, and the steps you can take now to prepare for whatever the future holds.  Season 11, Episode 47 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/  or call 574-247-5898.   Watch this episode on YouTube: https://youtu.be/l60cLJk_d9w  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

  This weekend’s The KE Report Weekend Show provides a deep dive into the technical layout of the commodities sector and the shifting dynamics of...

John Adams becomes President after narrowly defeating Thomas Jefferson in 1796, and the uneasy partnership between the two men is tested by cabinet politics, French aggression, and the rise of partisan warfare. Built from historical dialogue and source material, the episode follows Adams, Jefferson, Abigail Adams, John Quincy Adams, and James Callender as public principle, private friendship, and political survival collide.As France seizes American ships, Adams calls for military readiness and a stronger navy, while Jefferson turns to the press and to Callender to attack Adams and his administration. The episode closes with Adams triumphant over the peace with France, but personally wounded by defeat, setting up the final stage of the Adams-Jefferson divide.Patriarchs is a six-part audio drama about John Adams and Thomas Jefferson, the American Revolution, and the founding of the United States, and the 250th anniversary of the Declaration of Independence enacted in 1776.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Robinhood Chain perps now run on Lighter. Vlad Novakovski maps the revenue split, the USDG collateral risk, and the race for a US perps license. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fidelity⁠⁠⁠⁠⁠⁠⁠⁠⁠: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠crypto.fidelitycareers.com⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Robinhood Chain went live last week, and the perpetual futures powering it are from Lighter, the onchain exchange Robinhood backed before Lighter launched its token. Vlad Novakovski, founder and CEO of Lighter, joins Laura Shin to unpack a partnership he says has been building since he and the Robinhood founder were high school classmates. He details a 50/50 revenue split, why USDG as collateral creates friction for market makers, and how a pending CFTC license would cover Robinhood's own front-end too. Novakovski also addresses the crowded field forming around US perps, from Kalshi and Coinbase to Kraken and dYdX, and makes the case that onchain volume keeps gaining share even as crypto native tokens lag real world asset perps. His new seat on the CFTC Innovation Advisory Committee puts him in the room as regulators decide what a DEX has to look like to operate onshore. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vlad Novakovski - Founder and CEO of Lighter Timestamps

You're fully booked. You're making money. You're busy. And someone asks, "So what's next?" And you say, "I'm good where I am."If that's you, this episode will challenge you in the best possible way.In this episode, Maggie gets personal about why she chose to build a business, not just create a job for herself, and makes the case for why every service-based business owner should be thinking the same way. From the solopreneur trap to the identity shift that changes everything, this is one of the most important episodes for any business owner who wants more than just a busy calendar.What You'll Learn:Why being fully booked as a solopreneur might actually be a ceiling — not a successThe real difference between building a business and creating a demanding job for yourselfThe 4 mindset blocks that keep service-based business owners stuck as solopreneurs — and how to overcome each oneWhy scaling doesn't mean working harder — and what it actually requires insteadThe identity shift from solopreneur employee to scalable CEO — and why it changes everythingWhy service-based businesses absolutely can be sold — and what it takes to build one worth buyingThe 4 powerful benefits of building a sellable business asset: freedom, income, wealth, and legacyReal client stories: how Glory grew from $120K to nearly $1M, and how Jennifer is building an organizing empire that will outlast her direct involvementResources & Links Mentioned:

An asset

In this episode, we explore why earnings season matters more than ever. With stocks at record highs and expectations elevated, investors will be looking to see whether strong profit growth can justify the market's optimism. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Sona Asset Management is looking to expand its business in asset-based finance and significant risk transfers as public and private debt markets converge. “The thing that excites us the most is the scope for growth in ABF markets here in Europe,” Henrik Johnsson, the London-based hedge fund’s chief executive officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Aidan Cheslin in the latest Credit Edge podcast. “We really like SRTs, although spreads have obviously come in a lot over the last couple of years,” Johnsson adds. They also discuss how to short corporate debt, software-loan distress, secondary sales of private credit assets and investing in the AI boom.See omnystudio.com/listener for privacy information.

The Diaries: https://www.etherealgirl.coIn this episode, we explore what it truly means to become a feminine asset: a woman whose presence naturally expands everything she touches. xx

Natasha Saviuk, Growth Director at Wealthsimple, joins Apptivate to discuss how incentives evolved from simple promotions into one of the company's most effective growth channels. The conversation explores the lessons Natasha brought from her background in neuroscience, how Wealthsimple scaled from $15 billion to more than $125 billion in assets under management, and why physical rewards often outperform cash incentives. Natasha and Taylor also discuss campus growth strategies, virality, incrementality, account transfer incentives, and the surprising results of campaigns, ranging from free bubble tea to Apple products and even a house giveaway. Questions addressed in this episode How did Natasha transition from neuroscience into growth marketing? What lessons from scientific research apply to experimentation? How did Wealthsimple approach growth in its early years? Why did bubble tea outperform cash incentives? How do incentives function as a standalone growth channel? How can marketers measure incrementality in incentive campaigns? Why did Wealthsimple pivot away from paid acquisition in 2022? How can incentives drive high-value customer behavior? How do you avoid attracting low-quality users through promotions? What can marketers learn from Wealthsimple's house giveaway campaign? Timestamps (0:41) — Natasha's background and transition from neuroscience to growth (2:02) — Research, experimentation, and finding growth opportunities (4:03) — Introduction to Wealthsimple and early growth challenges (5:27) — Building network effects through campus growth strategies (7:05) — The bubble tea experiment and local partnerships (9:06) — Why physical rewards outperform cash incentives (10:50) — Incentives as a dedicated growth channel (12:23) — Measuring quality, incrementality, and long-term value (14:02) — The 2022 market downturn and shifting growth strategy (15:28) — Asset consolidation and scaling incentive programs (16:25) — Avoiding reward-driven user behavior (18:00) — Incentivizing long-term customer commitment (19:46) — How marketers can get started with incentives (20:10) — Common mistakes when launching incentive campaigns (21:14) — The Wealthsimple house giveaway campaign (22:31) — Rapid-fire questions begin (25:06) — Where to find Natasha and closing remarks Quotes (7:19)  “It's not until we started doing partnerships with the local food places, in particular bubble tea, that we really stumbled upon something that was working.” (16:50) “By having these stricter hold periods and clawbacks, it does deter people who maybe did just have the intention to gamify.” (22:18)  “Sometimes the channel you should invest in is one that doesn't even exist, and you kind of just need to try and see what's resonating with your audience.” Mentioned in this episode Wealthsimple Natasha on LinkedIn

Have you ever wondered whether the biggest competitive advantage in wealth management is no longer investment performance alone, but the ability to turn information into action faster than everyone else? In this episode of Tech Talks Daily, I welcome Bob Pisani, Chief Technology Officer at Addepar, a platform that helps investment professionals manage and analyze more than $9 trillion in assets globally. Our conversation explores why modern wealth management has become a technology challenge just as much as a financial one, and why firms that continue relying on fragmented legacy systems risk falling behind in an industry where speed, data quality, and client expectations are changing faster than ever. Bob explains how wealth advisors have historically spent far too much of their day moving between disconnected systems, stitching together spreadsheets, and trying to answer client questions using incomplete information. While that may once have been acceptable, today's investors expect near real-time visibility into their portfolios, along with personalized guidance that reflects rapidly changing market conditions. That changing expectation places an enormous premium on time, making technology one of an advisor's most valuable assets. Our discussion explores why successful AI initiatives begin long before deploying a model. Data quality, governance, and creating a trusted source of truth remain the foundations that determine whether AI produces reliable insights or simply accelerates poor decisions. Bob shares how Addepar approaches this challenge by bringing together fragmented financial data, standardizing it across hundreds of custodians, and creating the conditions where AI can produce meaningful, actionable intelligence rather than more noise. We also look at practical examples of AI already improving advisor productivity today. From summarizing portfolio performance and analyzing complex alternative investment documents to introducing intelligent agents that reduce operational workload, Bob explains how AI is freeing experienced professionals to spend less time gathering information and more time building trusted client relationships. One of my favorite moments in our conversation comes when we discuss predictive intelligence. Instead of waiting for advisors to search for answers, AI is beginning to surface opportunities, risks, and client conversations before anyone even knows which questions to ask. That represents a fundamental change in how financial advice can be delivered, moving from reactive reporting toward proactive guidance that is grounded in trusted data. We also address one of the biggest questions surrounding AI in financial services. Will technology replace human advisors? Bob offers a thoughtful perspective, arguing that while AI can automate repetitive work and accelerate decision-making, qualities such as judgment, precision, trust, and human relationships remain impossible to automate. Those are the characteristics clients ultimately value most when making important financial decisions. As our conversation draws to a close, Bob shares why he believes the gap between firms embracing AI and those delaying modernization will widen rapidly. The organizations investing today in clean data, modern platforms, and AI-ready operations will be better positioned to serve clients, attract talent, and compete in an increasingly fast-moving market. Can wealth management continue to rely on yesterday's technology in an AI-driven world? And if time has become the industry's most valuable asset, how is your business making the most of it? I'd love to hear your thoughts after listening.

Chase MacLeod is the founder and principal of MacLeod & Co., a boutique industrial commercial real estate firm that has closed more than $850 million in transactions since launching in 2021 and over $1.5 billion throughout his 20+ year career across Southern California, Dallas, and Miami. Starting with just two agents in a converted guest bedroom, Chase has built a firm that specializes in large-format industrial tenant representation, investment sales, and seller advisory, serving publicly traded REITs, global logistics companies, and C-suite executives while sharing the behind-the-scenes stories behind some of the industry's biggest deals.  Here's some of the topics we covered: How Chase Accidentally Built a Career in Industrial Real Estate The Sales Skills That Changed Everything Why Southern California Became an Industrial Powerhouse The Industrial Real Estate Boom Nobody Is Talking About Data Centers Are Fueling Massive Warehouse Demand Why Small Bay Industrial Is the Next Big Opportunity Where the Biggest Industrial Investing Opportunities Are Right Now   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

In this episode, Simon sits down with Karla Reffold, Chief Insights Officer at Surefire Cyber, where she transforms real-world cyber incident data into actionable business intelligence that helps organizations strengthen their cybersecurity posture.Drawing on her unique journey from founding one of the UK's first cybersecurity recruitment firms to leading cyber insights at Surefire Cyber, Karla shares practical lessons on entrepreneurship, cybersecurity leadership, ransomware trends, AI, deepfakes, hiring top talent, and why business leaders must view cybersecurity as a business risk—not simply an IT problem.The conversation explores how organizations can improve cyber resilience through fundamental security practices, why networking remains one of the most valuable career assets, and how diverse perspectives create stronger cybersecurity teams.Whether you're a CEO, cybersecurity leader, entrepreneur, recruiter, or technology professional, this episode delivers practical advice on leadership, cyber resilience, business growth, and the future of cybersecurity.Key MomentsKarla's journey into cybersecurity and launching her recruitment businessBuilding and successfully exiting one of the UK's first cybersecurity recruitment firmsExpanding into the US market and lessons from entrepreneurshipWhat a Chief Insights Officer actually doesTurning cybersecurity data into business insightsWhy organizations struggle to connect cyber risk with business decisionsThe importance of backups and multi-factor authentication (MFA)How AI is changing cybersecurity—and what isn't changingThe growing threat of deepfakes and AI-powered fraudCommon mistakes companies make when hiring cybersecurity professionalsWhy networking creates better career opportunities than résumés aloneThe role of diversity in building stronger cybersecurity teamsKarla's advice for building a personal brand and industry reputationQuick-fire leadership lessons every executive should knowTo learn more about Karla Reffold, please visit her Linkedin ProfileTo learn more about  Surefire Cyber, please visit her website.YOUR HOST - SIMON LADER    Simon Lader is the host of The Conference Room, Co-Founder of global executive search firm Salisi Human Capital, and lead generation consultancy Flow and Scale. Since 1997, Simon has helped cybersecurity vendors to build highly effective teams, and since 2022 he has helped people create consistent revenue through consistent lead generation.      Get to know more about Simon at:    Website: https://simonlader.com/  Twitter: https://twitter.com/simonlader  LinkedIn: https://www.linkedin.com/in/headhuntersimonlader/    The Conference Room is available onSpotifyApple podcastsAmazon MusicIHeartRadio

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

After The American Revolution, George Washington becomes the first President of the United States, John Adams is swept into the vice presidency, and Thomas Jefferson takes on a central role as Secretary of State. Built from real historical language and dramatized from the founders' letters, speeches, and memoirs, the episode explores how the new nation begins to define power, duty, and the limits of government.As Adams and Jefferson argue over the presidency, federal power, the British Constitution, political parties, and the French Revolution, the story also turns to Jefferson's alliance with Thomas Paine and the rupture it causes with Adams. The episode ends with the emerging divide between the two men and the growing tension between public principle and personal friendship.Patriarchs is a six-part audio drama about John Adams and Thomas Jefferson, the founding of the United States, and the 250th anniversary of the Declaration of Independence enacted in 1776.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From the producers of The Asset. During the American Revolution, John Adams leaves Braintree for a dangerous crossing to France, while Thomas Jefferson retreats to Monticello, grief-stricken after the death of Martha Jefferson. Built from real letters, speeches, and memoirs, the episode follows Adams, Jefferson, Abigail Adams, and Sally Hemings as they move between war, diplomacy, family, and the moral contradictions of the founding era.From the Atlantic crossing and the French salons to London, Paris, and Monticello, the episode deepens the friendship between Adams and Jefferson while showing how power, marriage, slavery, and public duty shape their lives. Patriarchs is a six-part audio drama about John Adams and Thomas Jefferson, the founding of the United States, and the 250th anniversary of the Declaration of Independence enacted in 1776.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.