Podcasts about bny mellon wealth management

Join Newton One Advisors (Mark Singer and Stephen Target) and Marty Babitz, Family Wealth Strategist for BNY Mellon Wealth Management, as they delve into the U.S. Tax Court Ruling on the Hoensheid v. Commissioner case. The discussion focuses on the tax implications of donating appreciated stock in a closely held corporation to charity just before the company's sale.

In this episode, Steve Fretzin and Judy Barton discuss:Cultivating meaningful and lasting business relationshipsEffective networking techniques for lawyers and financial professionalsEstablishing credibility and attracting opportunitiesThe importance of integrity in business Key Takeaways:Effective networking is not about collecting contacts but about fostering genuine, mutually beneficial relationships that lead to long-term success.Lawyers and financial professionals should focus on providing value first, rather than immediately seeking business, to build trust and credibility.Personal branding plays a crucial role in professional growth, as a strong and authentic presence can differentiate individuals in competitive industries.Integrity and consistency in business interactions build a solid reputation, making people more likely to refer and work with you over time. "You have to make yourself memorable, but you also have to know why you're different from everybody else and why that person should hire you or engage with you as an attorney." —  Judy Barton Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name! Thank you to our Sponsors!Rankings.io: https://rankings.io/Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/ About Judy Barton: Judy Barton is a Senior Client Strategist for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs. Judy joined the firm in 2014 and has more than 20 years of experience in the financial services industry, as well as being a business owner for 10 years. Her previous corporate experience includes serving in finance at EDS, Nortel, and Sodexho Marriott in Boston, DC, and London. Judy received her Master in Legal Studies from the School of Law at Washington University in St. Louis and a Bachelor of Science in Finance from the University of Oklahoma. Connect with Judy Barton: Website: http://www.bny.com/wealthEmail: judy.barton@bny.comLinkedIn: https://www.linkedin.com/in/judy-barton Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

I'm so pleased to have on the show today Megan Gorman, who wrote a very compelling book called All the Presidents' Money: How the Men Who Governed America Governed Their Money, which is out September 24. Before we get into the book — which isn't that such a great idea and such a great title? — let me tell you a little more about Megan: she is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm. Her clientele ranges from entrepreneurs to corporate executives to inheritors of family wealth. She is an attorney by training and is passionate about the problem solving required to work in the world of complex financial planning. She has been named to Forbes' list of America's Top Women Wealth Advisors and was a vice president at Ayco, a Goldman Sachs company, and BNY Mellon Wealth Management prior to launching her own firm. Megan is a senior contributor at Forbes, where she writes about personal finance and income tax, and she is frequently cited across prominent financial media outlets, including The Wall Street Journal, The Washington Post, and CNBC. She has now written the brilliant All the Presidents' Money: How the Men Who Governed America Governed Their Money, where she dives deep into the personal finances of the presidents. As she writes, “most of their money problems are just like ours.” In the book, Megan teaches readers what president is the best at money (and he may surprise you!), and who is worst with money. Interestingly, Megan writes that, when it comes to solid financial advice, “if you ever asked me what is the best thing you could do financially, my answer would be quite succinct: get married and stay married.” We talk about First Ladies, too, and about financial advice for the presidents and for us; Megan writes about financial fragility and financial resilience, and how “In many of the presidents' stories, financial fragility is a common theme.” We talk about what grit has to do with wealth, how the American dream is still there but much harder to attain in present times, and so much more. Studying the U.S. presidents and their personal money stories and how they built wealth — or didn't — is incredibly fascinating. Take a listen.   All the Presidents' Money: How the Men Who Governed America Governed Their Money by Megan Gorman

Alicia Levine is the Head of Investment Strategy and Equity Advisory Solutions at BNY Mellon Wealth Management. She is a prominent market commentator, frequently appearing on CNBC and Bloomberg News. Additionally, she is a member of the Investment Committee for the National Academy of Design. Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University, and a research fellowship from the Hoover Institution. Alicia has been a 3i Member since 2022. Listen to the episode to hear:- Strategies for market analysis and predictions- Impact of continuous learning- Power of community and networkingLearn more about 3i Members and follow us on LinkedIn for updates. Subscribe to the Rosen Report here.

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Mellon Wealth Management's Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they're positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior estate planning strategist at BNY Mellon Wealth Management, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Mellon Wealth Management, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Our chief investment officer Leo Grohowski joins host Alicia Levine, head of investment strategy and equity advisory solutions, to share the top four insights he's gleaned from his distinguished 40-year career on Wall Street.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, Head of Residential Appraisals at BNY Mellon Wealth Management, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Emily Schlosser, Chief Operating Officer for BNY Mellon Pershing, talks about the importance of strength and stability in the investment industry. Joe DaGrosa, CEO & Chief Strategist at Axxes Capital, shares his thoughts on private equity investing. Alicia Levine, Head of Investment Strategy & Equity Advisory Solutions at BNY Mellon Wealth Management, discusses the state of the markets and economy. Hosts: Carol Massar and Matt Miller: Paul Brennan.  See omnystudio.com/listener for privacy information.

Emily Schlosser, Chief Operating Officer for BNY Mellon Pershing, talks about the importance of strength and stability in the investment industry. Joe DaGrosa, CEO & Chief Strategist at Axxes Capital, shares his thoughts on private equity investing. Alicia Levine, Head of Investment Strategy & Equity Advisory Solutions at BNY Mellon Wealth Management, discusses the state of the markets and economy. Hosts: Carol Massar and Matt Miller: Paul Brennan.  See omnystudio.com/listener for privacy information.

The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We're in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Mellon Wealth Management – to shed light on the attitudes and experiences of the next generation of wealth holders.  For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Investors are struggling to sort of the likely economic toll of the banking crisis – are Yellen and Powell sending mixed messages to the market? Our all-star panel of Joe Terranova of Virtus, BNY Mellon Wealth Management's Alicia Levine and Greg Branch of Veritas Financial Group break down their forecast for the market. Plus, Jefferies analyst Trevor Williams explains what's at stake for Block after Hindenburg Research announced it was adding the company to its short list. And, BTIG's Jonathan Krinsky drills down on the key levels to watch – and why investors may not want to trust the bounce in stocks. 

Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women's Day, BNY Mellon Head of Practice Management Consulting Janet Kelly shares how proper financial planning can make a big difference for women going through major life changes. Throughout a discussion with our host Ben McGloin, Head of Advice, Planning and Fiduciary Services at BNY Mellon Wealth Management, Kelly covers everything from financial preparation for unforeseen events, like divorce or death of a spouse, to key inheritance considerations and how to leave a lasting legacy. Many of us will go through events that inevitably affect our financial situation. Tune in for an episode that covers valuable lessons that everyone can benefit from.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

While December is traditionally the busiest month for charitable giving, philanthropy should be an evergreen part of your wealth strategy. Crystal Thompkins, head of philanthropic solutions at BNY Mellon Wealth Management, discusses how you can create a philanthropic plan that passes along your legacy. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Mike Dawkins serves as Market President in Atlanta, Georgia, at BNY Mellon Wealth Management where he oversees all aspects of the Wealth Management business in the Atlanta market, including advisory, investments, fiduciary, private banking and marketing. He brings nearly 30 years of fiduciary and investment wealth management experience to this role, including more than 10 […]

Mike Dawkins serves as Market President in Atlanta, Georgia, at BNY Mellon Wealth Management where he oversees all aspects of the Wealth Management business in the Atlanta market, including advisory, investments, fiduciary, private banking and marketing. He brings nearly 30 years of fiduciary and investment wealth management experience to this role, including more than 10 […] The post Michael Dawkins With BNY Mellon Wealth Management appeared first on Business RadioX ®.

There may be more to building an art collection than you might expect. On this episode of Your Active Wealth, BNY Mellon art curator Brian Lang shares his tips for building an art collection that speaks to your passions and withstands the test of time. Lang has curated over 2,500 pieces of artwork for BNY Mellon's corporate collection and has vast experience in finding emerging artists as well as identifying pieces from those already established. Throughout a discussion with our host Ben McGloin, head of advice, planning and fiduciary services at BNY Mellon Wealth Management, Lang covers everything from the burgeoning NFT market to how to select an appraiser, and even his own personal journey working for BNY Mellon. If you've ever been curious about putting together an art collection that holds lifelong value while reflecting your personal aesthetic, this is the episode for you. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Today's conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan's financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a specialization in tax planning, a firm with a single premise:  to establish long-term, lasting relationships best to serve the needs of high-net-worth individuals and families. Driven by this passion, she spent almost 20 years advising wealthy families on navigating their financial lives in her roles at Goldman Sachs and BNY Mellon Wealth Management before starting Chequers. The name Chequers Financial Management has special significance you'll discover about 15 minutes into our conversation and derives its meaning from the U.K. It is the second home of the U.K. Prime Minister, and today is Rishi Sunak. Megan is a deep thinker, and her efforts have earned her the distinction of being named to the Forbes 2022 list of America's top women wealth advisors. She's also a senior contributor at Forbes, writing on the intersection of her passions: tax, finance, retirement, and estate planning. She's frequently quoted in prominent financial media outlets, including the Washington Post, CNN, and The Wall Street Journal, and more! She can be heard weekly on the Money Tree Investing Podcast panel, discussing trending topics in the investment world. In addition to everything she already does, Megan has recently joined the advisory board of Swaay Media Inc. Her other engagements include Schwab Impact, Tory Burch Foundation, Chief, and Better Place Forests. Just WOW.In fact, one of the many gifts you'll discover about Megan Gorman in this episode is her unmistakable passion for problem-solving and bold entrepreneurial journeys. As an adjunct law professor at Golden Gate School of Law and the author of www.thewealthintersection.com, she shares sound advice on taking control of our taxes and finances in the present and planning for our future destiny In The Suite. ResourcesChequers Financial ManagementMegan Gorman LinkedIn Megan Gorman TwitterMegan Gorman ForbesThe Wealth IntersectionNational Endowment for Financial Education Mercy Brown Bag Program

Want to keep more of what you make when markets rebound? In our latest episode, Rajesh Nakadi, head of investments for BNY Mellon Wealth Management's global family office division, explains how you can put tax-loss harvesting on steroids with a Tax-Managed Equity program to boost net returns in better years.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

BNY Mellon Wealth Management's “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth podcast, host Ben McGloin, head of advice, planning and fiduciary services at BNY Mellon Wealth Management, sits down with Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepreneur with over 30 years of consulting experience. We talk about his upbringing, his inspirational journey to the United States from Puerto Rico, his work with underrepresented groups and the ways Carlos is doing well better in his community. Carlos also shares how there's more to entrepreneurship than generating revenue.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

In today's episode, I speak with John Ippolito who's the regional president of BNY Mellon Wealth Management for the tri-state area and we get a chance to talk about how he's growing the region, what the firm offers, the types of clients he works with and so much more. Great conversation, not only about wealth management but how senior advisors across any industry approach the business, their client interactions, and make deals happen. Refreshing perspectives!   You can reach John via email at john.ippolito@bnymellon.com Or contact him at 1-212-922-4545   And if you have an interesting story that you'd like to tell on this podcast, why not drop me an email at gbcoyle@thecoylegroup.com or call me directly at 845-474-2924 and let's chat.

Start with a breakthrough idea, stir in hard work, add some perseverance, quality service, a positive culture and mix. The result: a tasty business that rises to 450 locations. On the final episode of the Your Active Wealth business owner podcast series, Dena Tripp, an entrepreneur and co-founder of Nothing Bundt Cakes, discusses how a business she started with a friend in her kitchen grew into a thriving nationwide venture. In a conversation with host Ben McGloin, head of advice, planning and fiduciary services at BNY Mellon Wealth Management, Dena reveals the power of quality, the importance of ambiance, the value of branding and how she's giving back to her community in meaningful ways. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

In this episode of The Hot Seat, Spencer Tenney sits down with Scott Barron. He is a Senior Client Strategist at BNY Mellon Wealth Management. Scott and Spencer discuss the three things every transportation owner should do before they begin the process of selling their business. Then they discuss the trends we're seeing around wealth planning, how business owners can maintain their lifestyles after a business sale and how it's possible to become your own bank after you sell your business. Looking to acquire another transportation business? Join Tenney Group's private Buyer Network where we take the time to learn about your specific business goals and only bring you possible deals that fit those goals. https://www.thetenneygroup.com/buying-a-business/ Interested in selling your transportation business? Click the link below to see our process and find out if we can help you achieve your business goals. https://www.thetenneygroup.com/our-process/ --- Send in a voice message: https://anchor.fm/the-hot-seat-tenney-group/message

How can a business build a winning corporate culture that empowers employees, helps clients thrive and drives profitability? In the third episode of our business owner series, Paul Spiegelman, an entrepreneur, author, and philanthropist, discusses how a business he started with his brothers in his parents' garage grew into a successful healthcare enterprise that was acquired by Stericycle. In a conversation with host Ben McGloin, head of advice, planning and fiduciary services at BNY Mellon Wealth Management, Paul reveals the power of culture, the three things every employee wants and how he's giving back to his community in meaningful ways. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

In the second episode of our business owner series, Varish Goyal, president and CEO of Vintners Distributors, Au Energy and Loop Neighborhood Markets, joins host Ben McGloin, head of advice, planning and fiduciary services, to explain why he turned away from a career in medicine and joined his family's business. He then took the company in a different direction through his interest in technology and service, and today directs the largest gas service operation in California, as well as the bold new convenience store chain Loop Neighborhood. Varish discusses his family's inspiring immigrant story, how he's laying the groundwork for future generations, and the three things you need in life in order to succeed.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

In ten years, time, web3.0 and blockchain will drive each of us to have a digital ID as our prime ID. This means our various identifications on social platforms will be fluid. The social media platforms will have no control as you move your ID and private blockchain wallet from place to place. This could be the end of the platform age.The conversations today are less about the social media platforms dominating our personal expressions but the shift away from the platform economy that has dominated Web.2.0 to the open source self-identification economy that will dominate the next ten years. This stretches across financial and healthcare sectors and how governments sustain sovereign control over the value of nearly anything as each of us becomes our own market (physical and virtual) that is protected by our own digital wallet and the power of blockchain technologies. This will drive a whole new sense of worth, identification, and privacy and completely re-structure what assets we own, trade, and borrow against. Watch out Crypto world. If cryptocurrency is one of the first deployments for blockchain, it could be less significant in ten years' time. Blockchain will allow us to take our own agency back.Tim Tully is the CEO of Zelcore, the world's first gateway for Web3. Offering the easiest way to navigate all major exchanges and blockchain protocols, Zelcore empowers people to find quickly, manage, trade, and truly own their digital assets and information. Tim has over three decades of experience working in senior leadership roles at some of the world's largest financial institutions, including T. Rowe Price, BNY Mellon Wealth Management, and State Street.

In the first episode of our business owner series, healthcare entrepreneur Arnie Burchianti shares his story of starting a home-based healthcare company in his native state of Pennsylvania. Leveraging scale and technology, Arnie was able to reduce the cost of care while delivering a higher standard of care. Over time, Arnie led the company through significant expansion and a series of mergers and acquisitions. In a conversation with host Ben McGloin, head of advice, planning and fiduciary services at BNY Mellon Wealth Management, Arnie discusses the significance of culture, the three drivers of success, the importance of philanthropy and the value of having a team of advisors. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

In this episode of Your Active Wealth, host Ben McGloin, head of advice, planning & fiduciary services at BNY Mellon Wealth Management, speaks with Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, on some of the key wealth planning issues facing LGBTQ+ couples today.  The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Tritt, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Tritt also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.Read our latest thinking to learn about the most important estate planning considerations for modern families today.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

BNY Mellon Wealth Management released its inaugural Charitable Giving Study a couple of weeks ago. It was a survey of 200 people with at least $5 million in AUM. It painted a vivid picture of high-net-worth investors' behaviors, attitudes and experiences towards charitable giving. Some of the key findings included that only 56% had a charitable giving strategy, and that the top motivators for giving were personal satisfaction and connections. Here to discuss the findings of that study is Crystal Thompkins.

Bull and Bear Market Update for May 23, 2022If you pay any attention to the news, especially the financial news, you're seeing a lot of stories with headlines that are designed to create panic. Sometimes they actually work. The #Fed is always a source for headlines because they have the power to turn a #Bull Market into a #Bear Market with one policy decision. The Fed has done spoken and the markets have reacted the way the Fed wanted the markets to react - and much more, IMO. Daily ReflectionsEveryday, I read at least 20 financial stories from a number of sources. Sometimes I just stumble on something that catches my attention (that's never a good way to be informed). Below is a story that caught my attention today from CNN. I'm a huge "NOT a fan" of CNN but I wanted to like this story even though my advice is don't trust anything you get from CNN. Nonetheless, I'm adding this story to my 2022 Market Watch Wiki so I can quickly share it with a client or an investor who may be momentarily gripped by fear. And, yes, I'm occasionally one of those investors myself because I hate losing money and I double hate losing money for my clients.3 Charts Say Don't PanicMarkets are down, but these charts explain why investors shouldn't panic, even if they feel like a #Bear Market is imminent.From CNN Business May 23, 2022 — What goes up must come down, and what goes #bull must go #bear. The conventional wisdom is that a bit of market madness is inevitable, cyclical and should give investors a potential buying opportunity. But unfortunately this downswing doesn't appear to be the devil we know. Markets are contending with inflation rates at 40-year highs, Russia's invasion of Ukraine, supply chain kinks and food shortages, rising interest rates, widespread predictions of a recession and former Fed leaders openly questioning the actions of the current regime. Even the investors themselves are different. Covid-era stimulus checks, elevated unemployment and trading platforms aimed at young generations introduced a whole new group of up-and-coming traders to markets. About 20 million people started investing in the past two years. A 2021 survey by Schwab found that 15% of all US stock market investors said they first began investing in 2020. #FactoidThese market players have never been through a period of high inflation and high interest rates, and the sudden change in the economic environment is adding to market turbulence, said Leo Grohowski, chief investment officer at BNY Mellon Wealth Management. "What we're seeing is a weeding out of investors that were flushed with liquidity. They bought first and asked questions with meme stocks, SPACs, NFTs, there was a lot of what I call indiscriminate buying. And now we're seeing some indiscriminate selling," he said. Most investors are not prepared for this trading environment, Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said in a recent blog post. "This is one of the most treacherous environments I have ever seen, and I traded during the dot com meltdown, 9/11, Enron and Tyco and WorldCom and Lehman," and a host of other crises.As Berkshire Hathaway's Charlie Munger said during the company's recent shareholder meeting, the stock market has become "almost a mania of speculation." He added that "we've got people who know nothing about stocks, being advised by stockbrokers who know even...

Gone are the days when investors can expect a traditional 60/40 allocation to bonds and stocks will meet their financial goals. In this episode, Joanna Berg, senior alternative investments strategist, joins host Alicia Levine, head of equities and capital markets advisory, to explain how the world of investing has changed, and why exposure to alternative investments, like private equity and real estate, is critical in today's environment.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Karen Wawrzaszek is the D.C. regional president for BNY Mellon Wealth Management and a recognized thought leader in ESG (environmental, social, governance) investing. Karen joins Mark to discuss responsible investing and explain how she invests clients' money profitably while still considering social and environmental issues. She identifies common concerns of the rising generation of wealth owners and describes how wealth management firms can cater to these changing demands.

When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, national family wealth advisor team leader at BNY Mellon Wealth Management, it's the small items like travel, entertainment and gifts to charitable entities that tend to add up. It's important to be aware of what you typically spend during a calendar year to ensure the longevity of your wealth. Listen to this episode of Your Active Wealth to find out how an efficient spending plan draws from realistic needs, conservative market expectations and long-term goals.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Earth Day 2022's theme of “Invest in our planet,” is particularly relevant to our audience and our podcast. In recent years, more and more individuals want to make an impact with their investments and partner with companies that align with their values. Sinead Colton Grant, Global Head of Investor Solutions and Karen Wawrzaszek, Regional President, Washington DC, join host Alicia Levine to discuss how current events are impacting responsible investing, and how individuals can incorporate responsible investing to meet their financial goals.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

The unholy union of soaring inflation and weaker growth has stoked fears that the U.S. economy will be plagued by stagflation or recession. John Flahive, head of fixed income joins host Alicia Levine to explain why he thinks stagflation 1970s style is not in the cards, but there is the potential for a recession in 2023, now that the Fed has vowed to do whatever it takes to bring inflation down from 40-year highs.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

On today's episode, I'm speaking with Kirti Naik, Head of Marketing and Communications at BNY Mellon Wealth Management. BNY Mellon is one of the oldest FIs in the world, which makes Kirti's job leading their brand a serious undertaking, requiring a lot of creative thinking, doing, and vision to pivot the direction of 230 years of legacy. She's here to talk to me today about BNY Mellon's recent campaign, Do Well Better.

Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and investing in 2022. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses the latest on COVID and the BA.2 variant. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Elon Musk taking a stake in Twitter and the company's stock jump. Rajesh Nakadi, Head of Investments at BNY Mellon Wealth Management, talks about a new Global Family Office survey and the insights it revealed about how families view and want to invest in cryptocurrency. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Last year saw the emergence of several proposals under the Build Back Better Act that would impact U.S. taxpayers if signed into law. However, at this time, they have not come to fruition. According to Belinda Herzig, senior wealth strategist at BNY Mellon Wealth Management, other near-term developments could still lead to higher taxes. In this episode, Herzig covers expiring federal tax provisions, the prospect of higher gift and estate taxes, and using strategic borrowing to meet tax liabilities while still remaining invested. Join Ben McGloin, host of Your Active Wealth and head of advice, planning and fiduciary services at BNY Mellon Wealth Management, as he and Herzig discuss everything you need to know about taxes this year. Below is a list of terms and acronyms discussed in this episode:ESBT – Electing small business trust: A single trust for administrative purposes, such as having one taxpayer identification number and filing one tax return. AFR – Applicable federal rates: The minimum interest rate that the IRS allows for private loans. SLAT – Spousal lifetime access trust: An irrevocable trust where one spouse makes a gift into a trust to benefit the other spouse (and potentially other family members) while removing the assets from their combined estates. GRAT – Grantor retained annuity trust: A financial instrument used in estate planning to minimize taxes on large financial gifts to family members.IDGT – Intentionally defective grantor trust: An estate planning tool that is used to freeze certain assets of an individual for estate tax purposes, but not for income tax purposes. CLAT – Charitable lead annuity trust: A charitable trust where a charity, donor advised fund or foundation of the grantor's choosing received annual payments, either for a term or the grantor's lifetime. ICL – Investment credit line: A loan backed by assets in your portfolio, which can offer substantial loans at relatively lower rates. ILIT – Irrevocable life insurance trust: A type of trust funded during your lifetime with one or more life insurance policies. SALT deduction – State and local tax deduction: Allows taxpayers who itemize their deductions to reduce their taxable income by the amount of state and local taxes they paid that year, up to $10,000.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

This week on the Maximize Business Value podcast, host Tom Bronson, joined by guest Judy Barton - a Senior Client Strategist with BNY Mellon Wealth Management - discusses how wealth management plays a key role in your exit. Listen in as Judy & Tom explain what you need to be doing now to ensure a successful and lucrative exit! Judy Barton is an expert in wealth management strategies for ultra-high-net-worth men and women who find themselves in life-altering transitions, such as divorce, sale of a business, or major inheritance. For more than 25 years, she has guided clients through such events with a laser-like focus, keen intuition, and genuine concern for these clients and their families. Right now, Judy works as a Senior Client Strategist for BNY Mellon Wealth Management, wherein she assists clients with rebounding from the impact and uncertainty of COVID-19 market fluctuations. Through "Active Wealth," (which includes Invest, Spend, Borrow, Manage and Protect) she works with her BNY Mellon investment team to identify strategic opportunities in a rapidly changing investment landscape. Judy completed her Master of Legal Studies in 2020, further expanding her knowledge of business law and conflict resolution. Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

The spike in inflation has some investors spooked. The erosion of buying power hurts consumers whenever they go to the supermarket or fuel up at the gas station. But inflation doesn't have to hurt your investment portfolio. Leo Grohowski, chief investment officer at BNY Mellon Wealth Management, joins host Alicia Levine to discuss how you can build an inflation-resistant portfolio to mitigate this unsettling trend. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Investors have been sitting on a staggering $4.7 trillion of cash for months, waiting for what exactly? In December it was for a correction; then in January it was for equity market volatility to subside. In this episode of Your Active Wealth, BNY Mellon Wealth Management's director of investment strategy Jeff Mortimer talks to host Alicia Levine, head of equities, about the risks inherent in sitting on cash for long periods when inflation is rising. Jeff discusses the techniques he's developed to help people strip the emotion out of investing decisions, find their risk tolerance, and use cash investment strategies that take advantage of volatility.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Ever wondered how some billionaires fund such lavish lifestyles while paying little to no tax? It comes down to strategic borrowing: the use of leverage to fund spending and investing. Billionaires derive most of their income from asset appreciation rather than salaries or bonuses. Unlike ordinary income, asset appreciation isn't taxed until a gain is realized through the sale of an asset. Borrowing to meet expenses, rather than selling off invested assets, has helped some wealthy individuals increase their overall net worth, especially in an environment of historically low interest rates and relatively strong equity markets. In this episode of Your Active Wealth, Rick Calero, head of banking and lending at BNY Mellon Wealth Management, explains this wealth building technique and more with host Ben McGloin, head of advice, planning and fiduciary services.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

Eric Walters is the Managing Partner and co-Founder of Summit Hill Wealth Management and loves his work. He's helped affluent clients protect and grow their wealth through financial planning and investment management since 2006. Prior to founding Summit Hill Wealth Management Eric was a Senior Director and Team Leader at BNY Mellon Wealth Management and helped lead their Rocky Mountain region. Eric Walters and Summit Hill Wealth Management are frequently quoted by some of the most reputable financial news outlets in the country. Eric graduated Magna Cum Laude from Columbia University and has multiple professional designations and affiliations: NAPFA-Registered Financial Advisor CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification Member of the XY Planning Network CFA® charterholder Member of the CFA Institute Eric is a board member at Arma Dei Academy, a Classical Christian School that his children attend. Eric loves spending time with his family. He grew up in Wisconsin and loves the outdoors. He enjoys cycling, mountain biking, hiking, fishing and camping. His wish list includes climbing Mt. Rainier, fly-fishing in Patagonia, and to camp and hike on each continent. Learn more about Eric: Website LinkedIn Contact Phil & Firestorm Phil's LinkedIn Firestorm Website Contact Ian & Mission Suite Ian's LinkedIn Mission Suite Website

Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden's American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she's a founder and managing partner of Chequers Financial Management in San Francisco, with clientele ranging from entrepreneurs to those with inherited family wealth. Hear her also explain the ins and outs of a career in estate planning in this episode.  Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC and US News. Megan also speaks on topics including taxes, retirement and estate planning. Her recent engagements include Schwab Impact, Tory Burch Foundation, Chief and Better Place Forests. She can be heard weekly on the panel of the Money Tree Investing Podcast discussing trending topics in the investment world. She is also appearing regularly on WealthManagement.com's Celebrity Estates: Wills of the Rich and Famous Podcast where recent episodes include discussions on the estate plans of Tom Petty, Prince and Luke Perry. Megan is currently serving on the Rutgers Law School Alumni Board and on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is an adjunct professor of law at Golden Gate School of Law. Connect with Megan on Twitter @megan_e_gorman  https://www.thewealthintersection.com/

Do you use transparency to drive growth? 6 questions. 7 minutes. Pure insights. Episode 196: Successful business leaders use transparency to drive growth. Wise words from Kirti Naik, Head of Marketing at BNY Mellon Wealth Management. 

Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. Prior to joining BNY Mellon, Keating was the chief executive officer of Commonfund and held a variety of senior positions at J.P. Morgan over two decades. She has been named one of the most powerful women in finance and one of the most powerful women in banking by American Banker, and is a member of the Council on Foreign Relations and the Economic Club of New York. BNY Mellon has $2 trillion dollars in assets under management.

Rhonda E. Potter, CFA, CFP is a High Net Worth Client Advisor in the Atlanta office at J.P. Morgan Private Bank. In this role, she is responsible for delivering advice and solutions across investments, estate planning, credit, and banking to help clients build, preserve, and manage their wealth over time. Prior to joining J.P. Morgan, Rhonda was a Wealth Manager at BNY Mellon Wealth Management for 12 years. In this role, she was part of a team managing over $3 billion in assets for individuals, multi-generational families, and select institutions. The purpose for this episode is to destroy the myth that the wealthy has different investing habits or tricks. Neighbors, my guest Rhonda and I are about to go through 4 investing habits that high net worth people are using. And spoiler alert, these are the same habits you can start implementing today. 

In this episode, Matt sits down with the Head of Fixed Income for BNY Mellon Wealth Management for an in depth look at the current landscape for the Bond Markets. CRN202208-269213

In today’s encore episode, Michael Barron discusses discipline, boundaries and behaviors with kids ABOUT THE GUEST Michael Barron is currently a Partner at Vineland Ventures. He has more than 20 years of experience as a professional investor and business owner. During that time, he has worked closely with some of the country’s most successful entrepreneurs, executives and families. Prior to joining Vineland Ventures, Michael was a Senior Director at BNY Mellon Wealth Management, and a Portfolio Manager & Director at ICC Capital Management As member of the Quantitative Strategies Group, he managed single and multi-strategy equity portfolios. Previously, Michael was the CEO, Portfolio Manager and Principal at Knott Capital. As CEO he was responsible for management of the firm’s investment, marketing and business operations. He was also a member of the firm’s investment committee, which managed domestic equity strategies in separate accounts, mutual funds and limited partnerships totaling more than $1B in AUM. Michael has also served as Director of Real Estate Securities at INVESCO, overseeing the management of client assets worldwide. He has been a regularly featured guest on BNN, Bloomberg TV, CNBC’s Squawk Box and Closing Bell, in addition to being a sought out source by well-known industry publications such as The Wall Street Journal, Institutional Investor, Investment Business Daily and Barron’s. He is a graduate of The Hill School and received his Bachelor of Science in Business Administration from Villanova University. Michael has also completed executive study at the Massachusetts Institute of Technology’s Center for Real Estate. ABOUT FRONT ROW DADS Front Row Dads is in the business of building better families. While most dads would say that family matters most, the challenge is they feel guilty knowing their careers get the best of them, and their family seems to get the rest of them. The Front Row Dads brotherhood is changing that. We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. Subscribe to the Front Row Dad podcast to learn about fatherhood, marriage and how to level up your game at home. JOIN THE BROTHERHOOD Learn about what’s included in your Front Row Dads membership here. LEAVE A REVIEW If you’ve listened to multiple Front Row Dads interviews and get value from the show, we’d love your support! Leaving us a review on Apple Podcasts only takes a minute, and in turn, it allows us to rank higher and become discovered by other Dads, just like you. Visit FrontRowDads.com/review and tell others what you think about the show! SUBSCRIBE TO THE PODCAST Host Jon Vroman asks the big question, uncovers true stories and practical strategies to win as a parent (and husband).  Digging up the tips, habits, routine and rituals that help men be a better dad/father and also win in marriage, parenting, health, finance while balancing the hundreds a full calendar.  It’s easy for a dad to say that family matters most, but feels guilty knowing their careers get the best of them, and their family seems to get the rest of them. Front Row Dads is changing that. We help you raise awesome kids, and improve your marriage.  We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. For those looking for dad advice, and tips to thrive in fatherhood, it’s all at FrontRowDads.com/subscribe [read more] Disclaimer: The transcription you’re about to read was produced digitally. It’s 95% accurate, however at times, the system interprets words incorrectly, so if you’re shrugging your shoulders saying, “What the heck?” — just skip that word/sentence and read on :) Thanks and happy reading

In today’s episode, Michael Barron joins the podcast to discuss his experiences growing up, significant struggles as a father, and how he is helping himself and his kids find the balance between being self-reliant and responsible, versus knowing when to ask for help. KEY TAKEAWAYS: Why are men uncomfortable asking for help  The nuance between raising self-reliant kids and team players  What it means to hold space for a parallel path  What is “Yes, and” listening  Balance is an easy thing to talk about, and difficult to put into practice  What currency do your kids value?  Moving from disciplining the behavior to discovering the cause of the behavior  QUOTE “As a parent, letting kids know that you don’t have all the answers is an important realization for kids to have.” - Michael Barron “Balance is an easy thing to talk about, but a hard thing to put in practice.” - Michael Barron EPISODE RESOURCES Michael Barron LinkedIn The Kolbe profile  ABOUT THE GUEST Michael Barron is currently a Partner at Vineland Ventures. He has more than 20 years of experience as a professional investor and business owner. During that time, he has worked closely with some of the country’s most successful entrepreneurs, executives and families. Prior to joining Vineland Ventures, Michael was a Senior Director at BNY Mellon Wealth Management, and a Portfolio Manager & Director at ICC Capital Management As member of the Quantitative Strategies Group, he managed single and multi-strategy equity portfolios. Previously, Michael was the CEO, Portfolio Manager and Principal at Knott Capital. As CEO he was responsible for management of the firm’s investment, marketing and business operations.  He was also a member of the firm’s investment committee, which managed domestic equity strategies in separate accounts, mutual funds and limited partnerships totaling more than $1B in AUM.  Michael has also served as Director of Real Estate Securities at INVESCO, overseeing the management of client assets worldwide. He has been a regularly featured guest on BNN, Bloomberg TV, CNBC’s Squawk Box and Closing Bell, in addition to being a sought out source by well-known industry publications such as The Wall Street Journal, Institutional Investor, Investment Business Daily and Barron’s.  He is a graduate of The Hill School and received his Bachelor of Science in Business Administration from Villanova University. Michael has also completed executive study at the Massachusetts Institute of Technology’s Center for Real Estate. ABOUT FRONT ROW DADS Front Row Dads is in the business of building better families. While most dads would say that family matters most, the challenge is they feel guilty knowing their careers get the best of them, and their family seems to get the rest of them. The Front Row Dads brotherhood is changing that. We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. Subscribe to the Front Row Dad podcast to learn about fatherhood, marriage and how to level up your game at home. JOIN THE BROTHERHOOD Learn about what’s included in your Front Row Dads membership here. LEAVE A REVIEW If you’ve listened to multiple Front Row Dads interviews and get value from the show, we’d love your support! Leaving us a review on Apple Podcasts only takes a minute, and in turn, it allows us to rank higher and become discovered by other Dads, just like you. Visit FrontRowDads.com/review and tell others what you think about the show! SUBSCRIBE TO THE PODCAST Host Jon Vroman asks the big question, uncovers true stories and practical strategies to win as a parent (and husband).  Digging up the tips, habits, routine and rituals that help men be a better dad/father and also win in marriage, parenting, health, finance while balancing the hundreds a full calendar.  It’s easy for a dad to say that family matters most, but feels guilty knowing their careers get the best of them, and their family seems to get the rest of them. Front Row Dads is changing that. We help you raise awesome kids, and improve your marriage.  We help Dads become family men with businesses, not businessmen who have families, so they can thrive personally AND professionally. For those looking for dad advice, and tips to thrive in fatherhood, it’s all at FrontRowDads.com/subscribe

Hello listeners, Today is a very special episode with David Waters, CFA. He is the CIO of Alluvial Capital. Before this he worked at Wilmington Trust and BNY Mellon Wealth Management. In today's episode we discuss his approach, a couple of ideas, and looking into OTC's. Enjoy and and thanks for the listen!

This installment in the Confidence Series of the RGC Worthy Podcasts looks at increasing the Worth of a business through the lens of Wealth Management. Christopher Swink is a Senior Director with BNY Wealth Management and is a Certified Exit Planning Advisor (CEPA) in Tampa, Florida. We discuss his experience leading business owners and their families through the important, and often overlooked, wealth planning step of the M&A process and how to be better prepared for this life changing event. Christopher discusses his focus on pre-transaction planning, and post-sale lifestyle needs, the importance of the family as a stakeholder and the importance of experienced and collaborative advisors in order to maximize the selling price. Whether you are considering a sale, or are in the process of selling your company, this episode is an important step in your preparation and success in selling your business. Christopher Swink email: christopher.swink@bnymellon.com website: www.bnymellonwealth.com/business-owner Dr. Lisa Miller email: lmiller@resourceandgovernance.com website: www.resourceandgovernance.com Thanks for listening and Stay Focused!! Thanks to CAM RGC is not responsible for statements made by guests. (c) RGC 2019

At the ABA Annual Meeting 2019 in San Francisco, California, host Laurence Colletti gets an overview of Justin Miller’s presentation about cash flow mistakes that people need to understand when going through a divorce. He breaks down the five mistakes people need to pay attention to: liquidity and volatility, long term needs, inflation, taxes, and spending. Justin also suggests clients should know who they’re working with because not all family lawyers have the right answers Justin Miller is a national wealth strategist at BNY Mellon Wealth Management.

Bloomberg Invest New York brings together the most influential, dynamic and innovative figures in investing for in-depth explorations of the challenges and opportunities posed by a rapidly changing financial landscape. Guests include Blackstone President and COO Jon Gray, Greg Flemming, President & CEO at Rockefeller Capital Management, Pat Pacious, President and CEO of Choice Hotels, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex Group and Catherine Keating, CEO at BNY Mellon Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Bloomberg Invest New York brings together the most influential, dynamic and innovative figures in investing for in-depth explorations of the challenges and opportunities posed by a rapidly changing financial landscape. Guests include Blackstone President and COO Jon Gray, Greg Flemming, President & CEO at Rockefeller Capital Management, Pat Pacious, President and CEO of Choice Hotels, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex Group and Catherine Keating, CEO at BNY Mellon Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Howard Marks,Co-Founder of Oaktree Capital, discusses where he is finding opportunities in distressed assets and the chaotic investment landscape in China. Los Angeles Mayor Eric Garcetti shares details of L.A.’s own “Green New Deal.” Bruce Flatt, CEO at Brookfield Asset Management, talks about why all infrastructure eventually will become privatized. Michael Tennenbaum, Co-Founder of Tennenbaum Capital, discusses investing in Puerto Rico. Catherine Keating, CEO at BNY Mellon Wealth Management, talks about investing for retirement and taxes. Blackstone Chairman and CEO Steve Schwarzman explains how the China economy is looking solid after stimulus. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Howard Marks,Co-Founder of Oaktree Capital, discusses where he is finding opportunities in distressed assets and the chaotic investment landscape in China. Los Angeles Mayor Eric Garcetti shares details of L.A.'s own “Green New Deal.” Bruce Flatt, CEO at Brookfield Asset Management, talks about why all infrastructure eventually will become privatized. Michael Tennenbaum, Co-Founder of Tennenbaum Capital, discusses investing in Puerto Rico. Catherine Keating, CEO at BNY Mellon Wealth Management, talks about investing for retirement and taxes. Blackstone Chairman and CEO Steve Schwarzman explains how the China economy is looking solid after stimulus. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Timothy Sheehan/BNY Mellon Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, […] The post The Benefits of Using a Corporate Fiduciary appeared first on Business RadioX ®.

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power.  Amanda Albright, muni reporter for Bloomberg, on the bond sales that voters approved in the midterms, and how it could impact infrastructure around the country.

Guests: Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.

Justin Miller and Chad Wall of BNY Mellon Wealth Management discuss financial realities of family business owners after a transition.

Justin Miller and Chad Wall of BNY Mellon Wealth Management share strategies to ensure personal and family values survive wealth transitions.

Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.

Since I opened 2017 with an interview regarding health, I thought we'd open 2018 with a topic we all love - money. Today's guest is Megan Gorman, the Founding Partner of Chequers Financial Management, a boutique high net worth tax and financial planning firm. Chequers ensures that tax strategy serves as the cornerstone of the financial planning process (which is unusual in the industry, along with having a female founder.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Chequers not only handles corporate clients, but also artists, athletes and more. Prior to founding Chequers Financial, Megan worked at Goldman Sachs and BNY Mellon Wealth Management, where she provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Megan's expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. For more info, go to www.chequersfinancial.com or visit her blog: www.thewealthintersection.com

Since I opened 2017 with an interview regarding health, I thought we'd open 2018 with a topic we all love - money. Today's guest is Megan Gorman, the Founding Partner of Chequers Financial Management, a boutique high net worth tax and financial planning firm. Chequers ensures that tax strategy serves as the cornerstone of the financial planning process (which is unusual in the industry, along with having a female founder.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Chequers not only handles corporate clients, but also artists, athletes and more. Prior to founding Chequers Financial, Megan worked at Goldman Sachs and BNY Mellon Wealth Management, where she provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Megan’s expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money. For more info, go to www.chequersfinancial.com or visit her blog: www.thewealthintersection.com

Filing for divorce is hard enough as it is, but for some couples taxes can sneak up on them and make the experience worse. In this report from On The Road, host Laurence Colletti talks to Justin Miller about the taxes that trip up clients during the divorce process. Their discussion includes the typical traps that people fall into and a list of professionals to contact early on in the process. As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families.

We are thrilled to welcome Joan Crain, Global Family Wealth Strategist, BNY Mellon Wealth Management, this week to The Second Stage. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning solutions. We will speak with Ms. Crain about steps one can take to ensure a successful navigation of the transition from an active owner/operator to a business investor, post exit. Ms. Crain notes that it is extremely important for a business owner to carefully consider both lifestyle and psychological changes that accompany the transition from entrepreneur to investor. She will touch on the significance of having a good team of advisors in place, who the team should consist of, and the role each plays. Join us to learn more!

We are thrilled to welcome Joan Crain, Global Family Wealth Strategist, BNY Mellon Wealth Management, this week to The Second Stage. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning solutions. We will speak with Ms. Crain about steps one can take to ensure a successful navigation of the transition from an active owner/operator to a business investor, post exit. Ms. Crain notes that it is extremely important for a business owner to carefully consider both lifestyle and psychological changes that accompany the transition from entrepreneur to investor. She will touch on the significance of having a good team of advisors in place, who the team should consist of, and the role each plays. Join us to learn more!

Hunter Groton: The Long Game Reading this via email? Click here to LISTEN NOW! Hunter Groton is a Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans making him a trusted advisor to… Read More » The post Hunter Groton: The Long Game appeared first on Gareth J Young.