Podcasts about awma

How do you prepare for life's biggest transitions —the moments when emotions collide with financial realities? In this empowering conversation, Dr. Felecia Froe sits down with Jennifer Lee, AIF®, AWMA®, founder of Modern Wealth and author of Squeeze the Juice: Live With Purpose, Then Leave a Legacy. With over 26 years of experience helping clients through divorce, loss, and retirement, Jennifer brings heart and strategy to the financial planning process. She shares why money is simply a tool, how to build trusted relationships with advisors before a crisis strikes, and why every family should write a "Love Letter," a simple yet powerful way to communicate values and ensure peace of mind for loved ones.   This episode serves as a reminder that true wealth isn't just about numbers; it's about clarity, connection, and living a life that feels as good as it looks.   00:00 Intro 07:10 Jennifer's Money Story and Early Influences 13:02 Transitioning to Modern Wealth 18:29 Navigating Financial Transitions 25:12 Writing a Family Love Letter 27:00 Money Management Roles in Families 27:24 Starting Conversations About Money 27:53 Personal Money Stories 29:15 Financial Education and Misconceptions 30:43 Advising Clients on Financial Decisions 42:09 How Financial Advisors Make Money 46:33 About the Book: Squeeze the Juice   Connect with Jennifer! Website: https://modern-wealth.com/ Book: https://squeezethejuicebook.com/ Facebook: Facebook.com/ModernWealthInvest LinkedIn:  https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56 Instagram:  Instagram.com/modernwealthloveletter/ YouTube:https://www.youtube.com/@modern-wealth7014  

Podcast: The Jon Gordon Podcast (LS 57 · TOP 0.5% what is this?)Episode: Fully Invested | Chad WillardsonPub date: 2025-10-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOn this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his “fully invested” philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why “work-life balance” is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters.   About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home.   Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!The podcast and artwork embedded on this page are from Jon Gordon, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

On this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his “fully invested” philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why “work-life balance” is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters.   About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home.   Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!

Đêm trao giải Phụ nữ trong Âm nhạc Úc – AWMA 2025 vào tối 8 tháng 10 ở Brisbane, đã tôn vinh những người phụ nữ Thổ dân sống ở vùng sâu vùng xa, cùng các nghệ sĩ, nhiếp ảnh gia, nhà sản xuất và kỹ thuật viên – những người âm thầm đóng góp phía sau sân khấu.

Why You Can't Miss This Episode Are you confident your wealth will stand the test of time? Or are you leaving your financial legacy vulnerable? This episode of Inspired Money takes you beyond basic portfolio talk and into practical wealth preservation strategies, from smart investing and tax planning to estate protection and next-gen philanthropy. With a powerhouse panel of financial experts, you'll learn real-world tactics to keep your money working for you, avoid costly mistakes, and build lasting financial resilience. Whether you're growing a nest egg or planning your retirement, this episode delivers the tools to protect what you've built and create a legacy that lasts.  Meet the Expert Panelists Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of “Control Your Retirement Destiny” and “Social Security Sense.” Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com Jacqueline Schadeck, CFP®, AWMA®, is a CERTIFIED FINANCIAL PLANNER™ professional, author, and speaker who helps individuals and families achieve financial clarity and build generational wealth. Inspired by her own family's experience with poor financial advice, she combines education, comprehensive planning, and community service to empower others toward long-term financial success. https://goldenws.com Kemberley “Kemcents” Washington, CPA, is a tax expert, journalist, and former IRS agent with over 20 years of experience helping individuals and communities navigate taxes and personal finance. A frequent contributor to Forbes Advisor and national media outlets like Good Morning America 3 and Fox Business, she is also the author of several books, including The Ten Commandments to Financial Healing and It All Starts with a Budget. https://www.kemberley.com Key Highlights 1. Rethinking the 60/40 Portfolio Dana Anspach challenges the traditional portfolio model, highlighting the need for personalized risk management: “It all comes down to being really clear on how you define risk… That's going to lead to different portfolio strategies that best protect against that risk.” From alternatives to ETFs, understanding your personal timeline and goals is key to crafting a resilient investment plan. 2. Modern Estate Planning Matters Kemberley Washington emphasizes staying on top of tax law changes and setting up basic legal documents, wills, trusts, powers of attorney, before moving to advanced strategies like donor-advised funds. Jacqueline Schadeck warns: “My fear is that everyone… is part of the 70% of Americans that don't actually have any estate documents in place.” Estate planning isn't optional. It's essential. 3. Business Entity & Asset Protection Simplified Entrepreneurs and investors risk everything when they mix personal and business assets. Dana Anspach shares: “You meet the wrong person at the wrong time and you never know what's going to happen… there may be simpler ways to get asset protection in place without the additional complexity.” Work with both a CPA and attorney to align legal structures, taxes, and retirement planning for maximum protection. 4. Next-Gen Philanthropy & Sustainable Investing Today's investors want more than returns—they want impact. From ESG investing to donor-advised funds, philanthropy offers tax efficiency, legacy building, and social good. Kemberley Washington notes: “More and more are not only thinking about ESG, but giving more impactful—maybe to a church, tithes, and different things of that nature.” Take Action: Protect Your Wealth Today My challenge to you this week: choose one area of your finances that feels exposed and commit to addressing it. Maybe that means calling your financial planner, researching asset protection strategies, or finally scheduling that estate planning meeting you've been putting off. Don't wait for the “perfect time.” Small steps now prevent big regrets later.

Interview by Kris PetersSince the Australian Women in Music Awards (AWMA) inception in 2018 almost 2000 individuals have been recognised with a nomination, with 1946 nominations from 2018 to 2024. Designed to provide an outlet to celebrate and reward women in the Australian music industry, AWMA has become a vital platform for recognising the vast contributions of First Nations and culturally diverse artists, musicians, technicians, photographers, journalists, leaders, artists with a disability and music practitioners from every corner of the sector.To be held on October 9 at Fortitude Music Hall in Brisbane, this year's ceremony features a spectacular line-up, including KATIE MILLER HEIDKE, MISSY HIGGINS, BABYSHAKES DILLON, and recently appointed AWM Chair SARAH MCLEOD.Founding Executive Producer and Program Director Vicki Gordon explains: "Our inaugural AWMA in 2018 paved the way for some of the most important change the industry has ever seen, igniting collaboration and support nationally for female and gender-diverse artists and music practitioners, First Nations and Multicultural artists and artists living in remote and regional areas. As we head into our sixth year, we are proud of the change and the shift AWMA has enabled - but there is so much more work to be done.”With the AWMA's drawing near, HEAVY sat down with Vicki to discuss the Awards, covering everything from the past, present and future of this wonderful initiative."Things are pretty intense at the moment," she smiled when we asked how preparations were going. "We're just under four weeks out from delivering the conference and the awards ceremony, and there are a lot of moving parts. It's become massive; a really, really big event. There's a lot going on with organising the artists and the programming for the awards ceremony. (Things like) the finalists, the conference programme, the speakers and the facilitators."We ask Vicki to go into more detail about the AMWAs, including what motivated her to establish the awards in 2018."I've worked in the music industry for a long time," she measured. "I've been a label manager, an artist manager. I've had the extraordinary opportunities to work with First Nations artists for the last three decades, right across this entire country, and I've been a video producer. I've worked in lots of areas, and in my time in the industry, it was always so obvious to me that women were really absent, particularly in a lot of the technical and production areas. I have been observing that for a long, long time. In the early 90s I established the Australian Women's Rock Institute, and that was way before Australian Women in Music Awards. I set that up primarily to address the status of women in the music industry, which was pretty appalling at that time."In the full interview, Vicki outlined the extensive preparations for the event, involving a large team focused on artist programming and conference logistics. As a not-for-profit charity, the event relies heavily on ongoing fundraising efforts and collaboration between a number of sectors, which she explained in greater detail.Vicki also mentioned her proactive approach to planning for the 2026 awards, highlighting the cyclical nature of organising such events. She shared her long-standing commitment to addressing the underrepresentation of women in technical and production roles within the music industry, which led her to establish the Australian Women's Rock Institute and the awards themselves.The conversation also touched on the importance of gender equality in the music sector, with Vicki emphasising the need for continued advocacy and research. She introduced the Women in Tech forum, featuring Brittany Long as a speaker, and addressed concerns about inclusivity for male attendees, affirming that their participation is welcome. The inclusion of heavy metal and associated genres in AWMA was discussed as well as Vicki's vision for the future of the awards. The discussion included details about ticketing for the awards and conference, as well as highlights of the event, such as the unique black carpet event and the awards ceremony featuring notable performers and more.Become a supporter of this podcast: https://www.spreaker.com/podcast/heavy-music-interviews--2687660/support.

Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And yet earnings continued to improve, overcoming a wall of worry and ascending to new heights despite a long list of scary news headlines. But how?In this episode, WHZ's Jim Zahansky, AWMA® takes stock of how the markets have managed to push past all these worries and hit record levels recently.   - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Nate Hoskin, Founder of Hoskin Capital and Co-Founder of N2 Content Marketing about changing the way we think about money and sharing our knowledge.In this episode we discussed:Ask your audience what they want to know.Establish yourself as a source of trust, most people don't know what you know. Basic financial information is the most useful, and opens the door to more complex topics. Understand the true power of compound interest. Money is a product of generosity and risk. We need to believe that money is abundant rather than scarce.Connect with Nate Hoskin, CFP®, AWMA™: Hoskin Capital Website (here)N2 Content Marketing Website (here)Instagram (here) LinkedIn (here)TikTok (here) YouTube (here)Resources mentioned:Free resources from Nate for advisors (Freebies page).The Power of Compound Interest: The Get Ready Money Podcast (here)Humphrey Yang (YouTube)Monarch Money (money management app): https://www.monarchmoney.comQuicken Money (here)Rich Habits Podcast (here)100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi (Bookshop)Bio: Nate Hoskin, CFP®, AWMA™ is the Co-Founder N2 Content Marketing and Founder of Hoskin Capital. As one of the first financial advisors to embrace short-form video, Nate built his firm Hoskin Capital without any selling whatsoever. Instead, he built trust at scale by providing massive value for free on social media. Today, he has grown his audience to over 250,000 followers and has earned over 150,000,000 lifetime views. His guiding light is making financial literacy a basic human right. To multiply his impact beyond his own audience, Nate helps other financial advisors build trust at scale with short-form video through his other project: N2 Content Marketing. Nate is an Investopedia Top 100 Most Influential AdvisorSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

It's a growing trend for retirees looking to stretch their savings. Could it be a good option for you? Find out what to consider on the latest You And Your Money podcast with Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠https://UHNWC.com/⁠⁠⁠⁠   Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and the importance of focusing on comprehensive financial planning. In this episode, Chris and Cory discuss: 1- Building the Business: Strategies and Challenges 2- The Importance of Client Relationships 3- Mentorship and Learning from Experience 4- Hiring and Developing Advisors LinkedIn: https://www.linkedin.com/in/cory-sims-971a9011/ Company LinkedIn: https://www.linkedin.com/company/sims-investment/  Website: https://www.simsinvestment.com/team-member/cory-sims  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠  TikTok: ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠  YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠  Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠  iTunes:  ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠ Website: ⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠  Work with us: ⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5. Specialist in quantitative and systematic strategies, as well as Derivatives 6. Traded north of 50 billion in crypto since inception --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Welcome to another episode of The D Shift. Today, we tackle one of the most emotionally charged aspects of divorce: money. Joining us is Jennifer Lee, founder of Modern Wealth, a Sarasota-based financial firm that specializes in helping individuals navigate life transitions such as divorce, losing a spouse, career changes, and retirement planning. Jennifer is also the author of the book "Squeeze the Juice: Live Life with Purpose, and Leave a Legacy." In this episode, Jennifer shares her expertise on why understanding your financial options is crucial before even consulting an attorney, common misconceptions about divorce finances, and the importance of assembling a solid support team to ensure you don't leave money on the table. This is a practical and informative podcast that highlights the benefits of having the financial information you need to make informed choices throughout your divorce and beyond. About the Guest:Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota based financial firm with a focus on helping individuals experiencing transition.Originally from Maryland, Jennifer brought her over 26 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events.She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients.At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose, then Leave a Legacy.” To connect with Jennifer:Website: https://squeezethejuicebook.com/LinkedIn: https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/IG: https://www.instagram.com/modernwealthloveletter/Facebook: https://www.facebook.com/ModernWealthInvestWebsite: https://squeezethejuicebook.com/About the Host: Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram:...

As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances. WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

In this episode, Casey and Jarrod are joined by Will Chrisman, AWMA™  to break down the key changes from the Secure Act 2.0 that you need to know, including higher contribution limits for 401(k)s, new student loan matching options, automatic enrollment in retirement plans, and later RMDs. Plus, we'll discuss the new 529 to Roth IRA rollover, and how to work with financial advisors to maximize your retirement savings. Don't miss this essential episode to secure your financial future!Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Nominations for the fifth prestigious Australian Women in Music Awards (AWMA) open today (23 April) with categories spanning all music genres from rock to opera and the many behind-the-scenes roles vital to the Australian music industry.

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If you're going through a divorce, writing a love letter is probably the last thing on your mind. But Jennifer Lee, AWMA, AIF, suggests that sharing your values and hopes for the future in a family love letter to your children is a good first step for financial planning in divorce. So, how does a love letter help you set meaningful financial goals and make better money decisions? Jennifer is the founder of Modern Wealth, a Sarasota-based financial firm with a focus on helping individuals in transition, and author of Squeeze the Juice: Live with Purpose, Then Leave a Legacy. Jennifer brings a fresh perspective on the financial planning process by digging deep to understand her clients' values and helping them use money as a tool to accomplish their dreams. On this episode of Divorce Dialogues, Jennifer joins Katherine to share the personal experience that inspired her idea for a family love letter in the financial planning process. Jennifer explains why financial anxiety is such a common issue in the divorce process and challenges us to see money as a tool to reach our goals—not the goal itself. Listen in to understand how Jennifer supports the ‘non-moneyed' spouse in settlement negotiations and learn how Squeeze the Juice can help you make informed financial decisions in divorce. Topics Covered Why Jennifer includes writing a family love letter in the financial planning process Thinking of money as a tool to accomplish our dreams vs. the goal itself What drove Jennifer's father to communicate his values in a kind of family love letter Why anxiety around money is such a common issue in the divorce process How Jennifer helps the non-moneyed spouse in a divorce make financial decisions The danger in rushing through divorce negotiations because you want it to be done What experiences inspired Jennifer to write her book, Squeeze the Juice How your money story impacts the way you navigate financial decisions The 2 most important chapters in Squeeze the Juice for people going through divorce What it means to be the non-moneyed spouse in divorce (and what it doesn't mean) Why there's a power imbalance in divorce negotiations for the non-moneyed spouse Connect with Jennifer Lee Modern Wealth: https://modern-wealth.com/ Connect with Katherine Miller The Center for Understanding Conflict: http://understandinginconflict.org/ Miller Law Group: https://miller-law.com/ Katherine on LinkedIn: linkedin.com/in/kemiller1 The New Yorker's Guide to Collaborative Divorce by Katherine Miller: https://www.amazon.com/New-Yorkers-Guide-Collaborative-Divorce/dp/0692496246 Email: katherine@miller-law.com  Call (914) 738-7765 Resources Squeeze the Juice by Jennifer Lee: https://squeezethejuicebook.com/

Looking for a COMPETITIVE ADVANTAGE for your business? Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help.

⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

What if we told you building wealth isn't really about money?

Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.  

First Nations women in the music industry have been using their voices for many years to speak up about various issues that affect First Nations people.

Small business owners, did you know that offering your employees a retirement savings plan can benefit your company?

Episode #331: Welcome to the Let's Go Win Podcast with your host, JM Ryerson, where we dive deep into the art of living life to its fullest potential. In this enlightening episode, JM is joined by the brilliant financial expert, Chad Willardson, as they explore the paramount importance of teaching children financial literacy, challenge the conventional "Hustle Culture," and offer practical insights on achieving the elusive work/life balance.Are you ready to empower the next generation with indispensable financial knowledge? Chad Willardson, an accomplished authority in financial planning, shares invaluable strategies and approaches to equip children with vital financial literacy skills. Discover how these essential life lessons can build a strong foundation for a successful and prosperous future.In a world where burnout is all too common, Chad and JM engage in an eye-opening discussion about the much-debated "Hustle Culture." Tune in to gain a fresh perspective on productivity, success, and the pursuit of happiness. Unravel the secrets to redefining success and breaking free from the chains of overworking.But that's not all—Chad Willardson and JM Ryerson take the conversation further by offering actionable tips to achieve work/life balance, a sought-after state that many struggle to attain. Learn how to harmoniously integrate your personal and professional lives without compromising your well-being. Chad's insights will inspire you to transform your daily routine and experience life with a renewed sense of fulfillment.Join us on the Let's Go Win Podcast, and delve into an enriching conversation that transcends the mundane, ignites your passion for financial education, and empowers you to embrace a life that's harmonious, balanced, and full of success on your own terms.Subscribe now and let's embark on this transformational journey together!Bio:Chad Willardson, CFF, CRPC, AWMA, is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. As one of the top wealth management experts in the country, he is particularly passionate about educating children on financial literacy. Contact Chad:Website https://pacificcapital.comLinkedIn: https://www.linkedin.com/in/chadwillardson

Podcast: Let's Go Win Podcast (LS 48 · TOP 0.5% what is this?)Episode: Find Success on Your Own Terms with Chad WillardsonPub date: 2023-08-24Episode #331: Welcome to the Let's Go Win Podcast with your host, JM Ryerson, where we dive deep into the art of living life to its fullest potential. In this enlightening episode, JM is joined by the brilliant financial expert, Chad Willardson, as they explore the paramount importance of teaching children financial literacy, challenge the conventional "Hustle Culture," and offer practical insights on achieving the elusive work/life balance.Are you ready to empower the next generation with indispensable financial knowledge? Chad Willardson, an accomplished authority in financial planning, shares invaluable strategies and approaches to equip children with vital financial literacy skills. Discover how these essential life lessons can build a strong foundation for a successful and prosperous future.In a world where burnout is all too common, Chad and JM engage in an eye-opening discussion about the much-debated "Hustle Culture." Tune in to gain a fresh perspective on productivity, success, and the pursuit of happiness. Unravel the secrets to redefining success and breaking free from the chains of overworking.But that's not all—Chad Willardson and JM Ryerson take the conversation further by offering actionable tips to achieve work/life balance, a sought-after state that many struggle to attain. Learn how to harmoniously integrate your personal and professional lives without compromising your well-being. Chad's insights will inspire you to transform your daily routine and experience life with a renewed sense of fulfillment.Join us on the Let's Go Win Podcast, and delve into an enriching conversation that transcends the mundane, ignites your passion for financial education, and empowers you to embrace a life that's harmonious, balanced, and full of success on your own terms.Subscribe now and let's embark on this transformational journey together!Bio:Chad Willardson, CFF, CRPC, AWMA, is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. As one of the top wealth management experts in the country, he is particularly passionate about educating children on financial literacy. Contact Chad:Website https://pacificcapital.comLinkedIn: https://www.linkedin.com/in/chadwillardsonThe podcast and artwork embedded on this page are from Host: JM Ryerson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Let's Go Win Podcast (LS 47 · TOP 1% what is this?)Episode: Find Success on Your Own Terms with Chad WillardsonPub date: 2023-08-24Episode #331: Welcome to the Let's Go Win Podcast with your host, JM Ryerson, where we dive deep into the art of living life to its fullest potential. In this enlightening episode, JM is joined by the brilliant financial expert, Chad Willardson, as they explore the paramount importance of teaching children financial literacy, challenge the conventional "Hustle Culture," and offer practical insights on achieving the elusive work/life balance.Are you ready to empower the next generation with indispensable financial knowledge? Chad Willardson, an accomplished authority in financial planning, shares invaluable strategies and approaches to equip children with vital financial literacy skills. Discover how these essential life lessons can build a strong foundation for a successful and prosperous future.In a world where burnout is all too common, Chad and JM engage in an eye-opening discussion about the much-debated "Hustle Culture." Tune in to gain a fresh perspective on productivity, success, and the pursuit of happiness. Unravel the secrets to redefining success and breaking free from the chains of overworking.But that's not all—Chad Willardson and JM Ryerson take the conversation further by offering actionable tips to achieve work/life balance, a sought-after state that many struggle to attain. Learn how to harmoniously integrate your personal and professional lives without compromising your well-being. Chad's insights will inspire you to transform your daily routine and experience life with a renewed sense of fulfillment.Join us on the Let's Go Win Podcast, and delve into an enriching conversation that transcends the mundane, ignites your passion for financial education, and empowers you to embrace a life that's harmonious, balanced, and full of success on your own terms.Subscribe now and let's embark on this transformational journey together!Bio:Chad Willardson, CFF, CRPC, AWMA, is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. As one of the top wealth management experts in the country, he is particularly passionate about educating children on financial literacy. Contact Chad:Website https://pacificcapital.comLinkedIn: https://www.linkedin.com/in/chadwillardsonThe podcast and artwork embedded on this page are from Host: JM Ryerson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

To make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy.

Will your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Pallas Planner and Portfolio managers Shannon Smith (CFP, AWMA) and Cam Newton (CFA) explain the top ten financial planning choices that women should always be aware of.

We're loving our new office in Tolland! Hear what fueled the opening of our second location and what we're looking forward to in the future featuring Jim Zahansky, AWMA® and Laurence Hale, AAMS®, CRPS®. #PlanInvestLiveWell #Tolland #NewOffice - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Jennifer Lee, AIF®, AWMA® and the founder of Modern-Wealth joins the podcast to discuss what happens in a divorce when you're not the one who's been handling the family financials. Jennifer shares her insight on this issue to discuss how the non-monied spouse can successfully take ownership of her financial life - and when it makes sense to seek the help of a financial advisor.

When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the biggest differences between female and male investors, why it's important for financial professionals to focus on their female clientele, and why it can be important to serve female and male clients differently. Julie and Sarah offer tips on how to best serve each gender and present findings from case studies that are covered in our Women, Wealth, and Wisdom presentation. Finally, they share positive changes they've witnessed with respect to women in finance over the last 20 years that they've been working with women and investment professionals, and some of the areas they think we still need to improve.

Here's an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Business owners and leaders – learn how to boost employee retention while helping your team to Live Well by combatting one of their biggest stressors: money. Featuring Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Chad Willardson, CFF, CRPC®, AWMA®, is the founder and president of Pacific Capital, a fiduciary wealth advisory firm serving entrepreneurs and families. He's a 3-time best-selling author. His first book, Stress-Free Money, was featured in Forbes's “21 Books to Read in 2021.” His second book, Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest, deals with increasing financial literacy among young people across the country, and his latest book, Beyond the Money: 8 Lifestyle Shifts for Entrepreneurs with 8 Figures or More, doesn't tell you what you want to hear; instead, it tells you to want you to need to hear to achieve fulfillment while increasing lifestyle freedom to do more of what you love.Chad also invests a $450 million portfolio as the elected city treasurer in his community. Recognized as one of the top wealth management experts in the country, he's been written about in The Wall Street Journal, Forbes, US News & World Report, NBC News, Yahoo Finance, InvestmentNews, Entrepreneur, and Financial Advisor. Today's episode is with Chad Willardson, a high-net-worth financial advisor with a mission to make kids smart about money. We talk about book reports, reading books rather than watching TV, his belief about learning and earning, the power of YES, the three tips for us all on how to find our work/life balance, and making money a comfortable conversation. Chad's an all-star, and I hope you love this episode. Listen. Watch.  Enjoy!LinkedIn: https://www.linkedin.com/in/chadwillardsonWebsite: https://www.pacificcapital.comTwitter: PacificCapTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Please LIKE

If your businesses is feeling the pinch of current economic conditions, cash flow may be suffering. Find out the warning signs to look for – and what to do about it – from Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, in an interview and discussion session with an esteemed member of the Putnam Investments Business Advisory Group, Chris Hennessey. Mr. Hennessey provided many insights across a wide range of timely topics and is also Professor Emeritus of Law at the Babson College School of Executive Education.

We're excited for today's episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce process for all involved. After her own divorce in 2007, Nancy realized just how few resources were out there for people getting a divorce. Traditional divorce proceedings include clients each bringing their own financial advocates to the table. Nancy wanted to play a role in offering better choices to people facing this unfortunate reality and became a Certified Divorce Financial Analyst. The Smarter Divorce Solutions tagline captures her passion: No lawyers. No judges. No courtrooms. That's how Nancy has reimagined the role of financial advocacy during divorce proceedings. Nancy is truly dynamic and shares with us some of her most fulfilling experiences as an advisor—from serving clients through collaborative divorce to creating a CDFA training. Last year, Nancy made the decision to sell the wealth management side of her business to focus exclusively on building her divorce planning practice, which is growing like crazy. The divorce planning practice side of her business will do over $1,000,000 in revenue this year alone. Nancy has a lot of great advice to share with you today—from finding your groove within the divorce niche to marketing FYI's. If you're interested in working with divorcing clients or just want to learn the power of a niche, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/346

Many business owners will have to experience a business exit at some point in their career. While an exit may seem as easy as just – well, exiting – many entrepreneurs will find that they missed out on the ability to choose. Jeanine Barkan, a professional partner of our advisory firm, joins Kent to explain how her company, Exitus, helps business owners make that next step. Are you looking to sell your business? Follow along in the coming weeks to hear more about Jeanine and how companies like hers can help.   Guest: Jeanine Barkan, CVA, CEPA https://www.myexitus.com/services   Host: Kent Owings, AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Experience, Shannon Smith, CFP, AWMA, to discuss paying for college and what the impact of partial debt forgiveness means to: College costs   Ways to pay for college Financial Aid   College loans Federal Private Deferred Interest Paying Back The President's Pardon   Ways to save 529 Savings Accounts Coverdale ESAs UTMA UGMA Taxable Accounts Roth IRAs   Benefits of a 529 Plan    

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss: A Roth IRA versus a traditional IRA Conversion and Contribution of IRAs What is the Five Year Rule? The tax impact of removing money from a Roth or traditional IRA Roth IRAs and 401ks IRAs for Philanthropy and Legacy "Back Door Contributions" - pluses and minuses

Today, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money. Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young. There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning, intention and abundance thinking early on. Meet Chad Willardson: Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's "21 Books To Read In 2021" and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children. Chad's mission is to help people enjoy life by removing their stress about money, Instagram: @mr_seadubb Books: Smart, Not Spoiled & Stress-Free Money GET ON THE WAITLIST FOR GRAVY STACK: https://gravystack.com/ (https://gravystack.com/) iflip Invest App: https://iflipinvest.com/ Meet Loral Langemeier: Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books. Her goal: to change the conversations people have about money worldwide and empower people to become millionaires. The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth. She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services. Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families. She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.   Links and Resources: Ask Loral App:https://apple.co/3eIgGcX ( https://apple.co/3eIgGcX) Loral on Facebook:https://www.facebook.com/askloral/ ( https://www.facebook.com/askloral/) Loral on YouTube:https://www.youtube.com/user/lorallive/videos ( https://www.youtube.com/user/lorallive/videos) Loral on LinkedIn:https://www.linkedin.com/in/lorallangemeier/ ( https://www.linkedin.com/in/lorallangemeier/) Money Rules:https://integratedwealthsystems.com/money-rules/ ( https://integratedwealthsystems.com/money-rules/) Millionaire Maker Store:https://millionairemakerstore.com/ ( https://millionairemakerstore.com/) Real Money Talks Podcast:https://integratedwealthsystems.com/podcast/...