Podcasts about c2 ae

In this episode, Mark Ledlow dives into a refreshing discussion with security experts Bruno Dias and Matt Talbot. They share their extensive backgrounds in law enforcement and recount a harrowing incident involving a school shooting. Bruno discusses the complexities and challenges of managing the aftermath, focusing on the importance of prevention and creating collaborative safety environments. The conversation expands to broader societal issues, including the impact of technology and social media on security and well-being. Both guests emphasize the need for a preventative stance and a compassionate, community-focused approach to addressing and mitigating threats.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSSchool Shooting Experience: Bruno shares his firsthand experience with a school shooting and the importance of preparation and response. Prevention Over Reaction: Emphasized the need for proactive threat assessment and the importance of early reporting to prevent violence. Impact of Technology: The conversation highlighted how technology, especially social media, can be both a tool and a threat in behavioral threat assessment. Community and Compassion: Stressed the significance of community support and compassion during times of economic and social hardship. Future Predictions: Discussion on the potential increase in workplace violence and emotional wellness challenges due to economic and political changes.QUOTES"You have to do the work with fidelity...threat assessment is not about risk elimination, it's about risk reduction.""Technology can be an accelerant...it can help validate feelings, stimulate ideas, and make ideas operational.""In desperate moments, people sometimes will resort to trying to control what they can't...often in destructive ways.""We need to use technology as a force for good...it's becoming increasingly difficult for parents and schools to monitor kids' use of technology.""By simply letting people know that you have a violence prevention model, you immediately improve their sense of wellness and security."Get to know more about Dr. Bruno Dias through the link below.https://www.linkedin.com/in/brunodiaspci/Get to know more about Dr. Matt Talbot through the link below.https://www.linkedin.com/in/matt-talbot-phd-lcsw-ccfc-cfmhe-ctm%C2%AE-5a655044/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth.Episode Links:Ellerbrock-Norris: ⁠https://www.ellerbrock-norris.com⁠Ellerbrock-Norris Wealth Strategies: ⁠https://www.ellerbrock-norris-ws.com⁠Christensen Group Insurance: ⁠https://www.christensengroup.com⁠LAUNCH: https://getlaunch.io/Elliot Bassett: ⁠https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515⁠Ryan Brott: ⁠https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a⁠Brandon Schuh: ⁠https://www.linkedin.com/in/brandon-stephen-schuhThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

In this value-packed episode of Financial Detox, Jason Labrum and Alex Klingensmith team up to tackle a topic that's on everyone's mind this time of year — TAXES!  

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250411 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

What truly shapes our money mindset—and how can we reshape it? In this compelling conversation, Dr. Felecia Froe sits down with certified financial planner Sophia Yudkowsky to explore the roots of our beliefs about money, how family culture and early experiences inform our financial habits and the empowering role of objective financial guidance. From navigating first jobs and 401(k)s to preparing financially for significant life events like marriage and children, Sophia shares practical strategies and more profound reflections.    The episode offers a blend of heartfelt storytelling and tactical wisdom, inviting listeners to reframe their relationship with money, get comfortable asking for help, and, ultimately, embrace the power of informed financial planning.   04:07 Sophia's Financial Journey 05:49 Family Culture and Money 10:30 Financial Planning and Early Career 13:12 Preparing for Parenthood 15:19 Investment Strategies and Options 22:03 Building After-Tax Dollar Buckets 22:25 Understanding Roth IRAs 23:03 Concerns About Government Control 23:44 Importance of Diversifying Investments 24:27 Working with Financial Advisors 25:29 Addressing Money Shame 27:43 Financial Planning for Couples 29:57 Choosing the Right Financial Advisor 31:07 Managing 401k Investments 34:19 How Financial Advisors Get Paid 37:42 Financial Nesting for New Parents  

What truly shapes our money mindset—and how can we reshape it? In this compelling conversation, Dr. Felecia Froe sits down with certified financial planner Sophia Yudkowsky to explore the roots of our beliefs about money, how family culture and early experiences inform our financial habits and the empowering role of objective financial guidance. From navigating first jobs and 401(k)s to preparing financially for significant life events like marriage and children, Sophia shares practical strategies and more profound reflections.    The episode offers a blend of heartfelt storytelling and tactical wisdom, inviting listeners to reframe their relationship with money, get comfortable asking for help, and, ultimately, embrace the power of informed financial planning.   04:07 Sophia's Financial Journey 05:49 Family Culture and Money 10:30 Financial Planning and Early Career 13:12 Preparing for Parenthood 15:19 Investment Strategies and Options 22:03 Building After-Tax Dollar Buckets 22:25 Understanding Roth IRAs 23:03 Concerns About Government Control 23:44 Importance of Diversifying Investments 24:27 Working with Financial Advisors 25:29 Addressing Money Shame 27:43 Financial Planning for Couples 29:57 Choosing the Right Financial Advisor 31:07 Managing 401k Investments 34:19 How Financial Advisors Get Paid 37:42 Financial Nesting for New Parents  

Jason Labrum and Alex Klingensmith dive deep into the chaos of today's markets, unraveling the real impact of tariffs, behavioral finance, and long-term investment success. In this episode, recorded during a dramatic market drop, Jason and Alex deliver powerful insight on: ✅ How to navigate market volatility without panic ✅ What tariffs under the Trump administration mean for global trade, inflation, and U.S. jobs ✅ The psychology of investing – understanding and managing emotional decisions ✅ Why time in the market beats timing the market every time ✅ What makes a truly diversified portfolio beyond the S&P 500 and the Magnificent Seven ✅ Why investor behavior is the biggest factor in long-term returns ✅ Real-life client stories on how financial planning creates freedom

Welcome back to the Dollar Wise Podcast. In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—when you pass away? Prompted by a real client experience, the discussion unpacks how various credit card, airline, and hotel programs treat reward balances after death and what estate planning strategies can help preserve them for loved ones. Tune in for an eye-opening conversation that blends financial planning with travel hacking insights.lth without fear.Tune into this episode to also learn:● Why you don't technically own your points or miles.● How to plan ahead to preserve rewards for your loved ones.● The importance of sharing logins and digital access with trusted individuals.● Which travel rewards programs allow for point transfers—and which don't.What we discussed● [00:01:14] How a client's passing revealed the complexities of transferring travel points after death.● [00:02:27] Travel hacking 101: how to use credit card points and loyalty programs for nearly free trips.● [00:04:50] Why points aren't considered your property and how that affects estate planning.● [00:05:45] The critical importance of having logins and account access in estate prep.● [00:07:19] Common pitfalls with two-factor authentication and password managers.● [00:09:06] Best practices for storing login info and digital credentials securely.● [00:10:18] Including travel rewards in your estate plan: who inherits and how to designate.● [00:12:19] Each airline and hotel chain has its own rules—know them in advance.● [00:13:22] Credit card churning, signup bonuses, and the art of responsible travel hacking.3 Things To RememberYour travel points and miles aren't considered your property—so don't assume they'll automatically transfer.Document login credentials, security questions, and instructions for accessing key accounts.If travel rewards matter to you, consider including them specifically in your estate plan or will.Useful LinksConnect with Catherine Allen-Carlozo: https://www.linkedin.com/in/catherineballenConnect with Tyler Reedman: https://www.linkedin.com/in/tyler-reedman-cfp%C2%AE-8b29a6101/Like what you've heard…Learn more about HFM HERESchedule time to speak with us HERE

We are back from IDS in Cologne, Germany. THANK YOU exocad for hosting us and everyone, be prepared for some amazing new features coming to you soon! Along with a TON of crazy good conversations. So when we got an email from the creators of a device that Elvis uses all the time asking to be on the podcast, we jumped at the opportunity. Luckly we were all going to be at the Cal-Lab Association (https://cal-lab.org/) meeting that happens the same week at Lab Day Chicago. This time, Elvis sits down with Danny Yao and Dr. Russell Crockett. Danny has a long history in sales with implants and full arch workflows. Dr. Crockett is a practicing Prosthodontist that loves to design better ways to do dentistry. Meeting awhile ago, Danny saw Dr. Crockett's prototype for a way to get accurate full arch records using just an iOS scanner. Together they created OptiSplint (https://digitalarches.com/collections/optisplint%C2%AE-the-easiest-and-most-accurate-implant-positioning-system-for-full-arch) and ArchTracer (https://digitalarches.com/collections/archtracer%E2%84%A2-the-only-fiducial-marker-you-will-ever-need). Simply put, they screw onto MUAs, lute together, and you can get a series of scans pretty much guaranteed to perfect. Want to know more about this amazing workflow? Take a listen as we dive deeper into all that Digital Arches (https://digitalarches.com/) does. Take it from Laura Prosser, the digital marketing manager for Ivoclar North America (https://www.ivoclar.com/en_us). She would like to invite you to start following them on Instagram. It's your chance to obtain exclusive updates on product announcements, industry news, upcoming educational events, and heartwarming stories about our local team and industry professionals. Let's get social together. Simply start following us on Instagram @Ivoclar.na (https://www.instagram.com/ivoclar.na/). We'll see you there. Are you a dental lab in need of more talent to improve your bottom line and keep production on schedule? Are you a dental tech with great skills but feel you're being limited at your current lab? Well, the answer is here and this is precisely why WIN WIN GO (https://www.winwingo.com/) was created. The dental lab and dental tech community needed a place where labs and technicians can meet, talk about their needs and connect in ways that foster a win win outcome. As a tech. If you're ready to make a change, thinking about moving in the next year or just curious what's out there, sign up today. It's totally free. As a lab, you might be feeling the frustration of paying the big employment site so much and getting so few tech candidates. We understand they don't much care about our industry. WINWINGO.com is simply the best place for lab techs and lab owners to actively engage in creating their ideal future. WINWINGO.com, how dental techs find paradise. Special Guests: Danny Yao and Dr. Russell Crockett.

Whether you're just beginning to think about your legacy or you've already created a trust, this conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones.

Welcome to another episode of Financial Detox, where Jason Labrum, founder of Financial Detox and co-founder of IDA Wealth, is joined by the brilliant Alex Klingensmith, Partner and President at IDA Wealth, for a wide-ranging discussion on all things markets. In this dynamic episode, they tackle the current financial landscape, behavioral finance, and how political noise affects investment decisions.

What happens when an engineer sees a gap in education as a design problem to solve? Danielle Passaglia shares how her systems thinking approach led her from designing building systems to creating children's books that inspire young girls to pursue STEM careers. In this inspiring episode of Engineer Your Success, Dr. James Bryant talks with Danielle Passaglia, a mechanical engineer with a mission to transform STEM education. As a design consultant in the building industry for eight years, Danielle explains how her architectural engineering background gives her a unique systems perspective on both buildings and life challenges. → Discover how Danielle's childhood surrounded by teachers led to an unexpected engineering career → Learn about her journey writing "Lucy's Engineering Adventure," now one of ASHRAE's best-selling publications → Understand how she balances engineering leadership roles while maintaining family priorities → Get practical strategies for creating work-life harmony using a "pie chart" approach If you're looking to make an impact beyond your technical role or struggling with work-life balance, Danielle's story proves you can excel professionally while creating a meaningful legacy. This conversation bridges technical expertise with purpose-driven leadership to show how engineers can impact the next generation. If you're looking to make an impact beyond your technical role or struggling with work-life balance, Danielle's story proves you can excel professionally while creating a meaningful legacy. This conversation bridges technical expertise with purpose-driven leadership to show how engineers can impact the next generation. Connect with Danielle Passaglia on LinkedIn to learn more about her work and the Lucy's Engineering Adventure series. TIMESTAMPS: 00:00 Introduction - Danielle's Current Role 01:46 Career Journey in Engineering 03:03 Finding Architectural Engineering 05:02 Systems Thinking Approach 06:05 Leadership in Professional Organizations 07:53 Creating Lucy's Engineering Adventure 10:38 Increasing Diversity in STEM 12:19 Personal Challenges and Growth 16:41 Family and Work-Life Balance 21:41 Recognizing Success and Strengths 27:29 Connecting with Danielle 30:00 Dr. Bryant's Personal Story ABOUT THE GUEST: Danielle Passaglia is a mechanical engineer specializing in commercial building systems, including heating, cooling, and ventilation. With a background in architectural engineering, she blends technical expertise with creative design to create efficient, sustainable spaces. Passionate about STEM education and diversity, Danielle holds leadership roles in ASHRAE and AEI. She also authored the Lucy's Engineering Adventure children's book series to introduce young kids to engineering, focusing on representation in STEM. Originally from Chicago, she values family and personal growth, embracing challenges as opportunities. Connect with her on LinkedIn: Danielle Passaglia, PE LEED® Green Associate | LinkedIn Link to Lucy's Engineering Adventure: https://a.co/d/64S78pq   ABOUT THE HOST: Dr. James Bryant is the host of the Engineer Your Success Podcast, where he helps engineers and technical professionals lead with intention and fulfilled lives. With a background in engineering, executive coaching, and business growth, James provides practical strategies to help professionals take control of their careers, develop leadership skills, and create a thriving personal and professional life. Let's Connect - https://sleekbio.com/jbryant

In this episode, we're diving deep into Roth conversions—a game-changing tax strategy that could potentially save you millions over your lifetime.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/  Joanne Burke (https://birchstreetadvisors.com/) is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged in professional organizations and brings a holistic approach to financial guidance. In this episode, Joanne and Chris discuss:1. Why Financial Advisors Should Master Tax Planning2. More to Family, Less to Uncle Sam3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business4. The Key to Building Long-Term Client Relationships in FinanceLinkedIn:https://www.linkedin.com/in/joanne-burke-cfp%C2%AE-cpa-pfs-mtax-15a8a85/ Website:https://birchstreetadvisors.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok:https://tiktok.com/ultrahighnetworthclients YouTube:https://www.youtube.com/@uhnwcFacebook:https://www.facebook.com/UHNWCPodcast Twitter:https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite:https://uhnwc.com Work with us:https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

I'm excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 300 tax returns. In this wide-ranging interview Curt shares how his early interest in finances started during his academics studies during undergraduate, masters, and CFP coursework while on active duty. Listen for his story about a bad experience early on with being sold some unsuitable products and how this impacted his view of the industry. We talk about his decision to pursue the EA and how tax planning and preparation has shaped much of his client experience over the years.  We also explore the team growth of his firm and his vision for the future, both in his company but also in the broader industry. Curt shares his perspective and advice for job seekers including how to focus on the mission and vision of the firm you are interviewing with. Lastly, we reflect on how much has changed even just over Curt's firm and what he sees as some of the biggest transitions and opportunities. https://www.linkedin.com/in/curtis-curt-sheldon-cfp%C2%AE-ea-20a51b19/ https://clsheldon.com/   

We will be talking about trending investment topics including the recent AI disruption of DeepSeek and how it's affecting investors, what role the Fed will be playing this year and how it all plays into Trump and his administration. What should investors be thinking about, what actions should they be taking and what should they ignore. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________  More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=  _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance.  https://www.investopedia.com/terms/s/sp500.asp

Retirement seems like everyone's goal, and yet it feels like no one has a solid plan. And moreover, why do we trust ourselves to manage these critical accounts without any education?  Welcome to the Just Dumb Enough Podcast. A show that acknowledges no one is always an expert, by dispelling misconceptions with real experts. My guest today is Rodger Friedman. Rodger has over four decades of experience, with high level positions at some of the largest wealth managers in the world. That's all to say that he's very knowledgeable when it come to finding a clear path to a pain free retirement. This one took a whole lot of editing to even out the audio recording issues we faced, and you might even sporadically hear it get totally clear, but it's far from perfect. I just hope you enjoy it all.  ( Www.MagicMind.Com/Dumb20 )  ( Www.EOCritic.Com )  ( https://www.linkedin.com/in/rodger-friedman-crpc%C2%AE-1300903a/ )    Let's plan to quit!   Can you consider yourself retired if you only work on what you love to do? Maybe that's the next goal. In other news... January is almost over with the following rankings:  1. England of the United Kingdom, winning the top spot!  2. The United States, with California, New York, and Texas still in that order.  3. Australia, with Queensland dominating from start to finish.  4. Canada, with Ontario beating British Columbia to win.  5. Ghana, holding off Ireland.  That's it for this week! Have a great week, a great weekend, and I'll see you all back here next week for another new episode!  Until the next episode, pretty please do all the things to help the show: rate, review, like, and subscribe.  Reach out to DumbEnoughPodcast@Gmail.Com or on any social media if you want to reach me personally.  Most importantly, Stay Dumb! 

Don't do surgery without listening to this first. Supercharge your healing with these hacks for a faster recovery, whether it's a minor eye lift or total knee replacement. Grab your pen and paper and learn from Zora what worked best, what to ask your doctor beforehand, who to consult with, what to do before, during and after your surgery, and what she learned after 2 total hip replacements within 3 months.    We cover: Psychological and emotional impact of surgery Pre operation protocol, supplements and mental preparation Nutrition, exercise, sleep and stress hacks Which supplements to stop before the operation What happens if you wake up during surgery How to hack radiation from X-rays The essentials to bring to the hospital Advanced biohacks and peptides for rapid recovery Best ways to heal scars RESOURCES Study - https://www.mdpi.com/2075-4663/12/7/198 Podcast: Hip Pain Relief, Osteoarthritis and Post Surgery Hacks https://podcasts.apple.com/us/podcast/222-hip-pain-relief-osteoarthritis-post-surgery-hacks/id1531105768?i=1000670108183 Kaatsu exercise bands https://kaatsu.com Code ZORA for 10% off or contact zora@hackmyage.com outside of USA for special code. Kion essential amino acids: https://getkion.com/zora code ZORA for 20% off. Whey Protein Fixxr: betterlifedoctor.com/zorabenhamou code ZORA for 10% off. Collagen Fixxr: https://betterlifedoctor.com/collections/supplements/products/collagen-protein-fixxr%C2%AE-2-0?variant=44578995339514 code ZORA for 10% off. Mitopure Urolithin A: https://timeline.com/zora code ZORA for 10% off the first order. BEAM mineral supplement: http://beamminerals.com/ZORA code ZORA for 20% off. NuCalm neuroacoustic software: https://nucalm.com use code ZORA for 15% off. Spirulina and chlorella: https://energybits.com/discount/ZORA?rfsn=8113556.179baa use code ZORA for 20% off. Red light therapy device: https://recharge.health/product/the-flexbeam?ref=51 use code ZORA for $10 off. Liver Fixxr: https://betterlifedoctor.com/products/liver-fixxr?_pos=1&_sid=f6c1a5861&_ss=r&variant=42810575257850 use code ZORA for 10% off. Quicksilver Scientific Detox products: https://glnk.io/wr9k/zora use code ZORA15 for 15% off. Qualia Mind: https://qualialife.com/hackmyage use code HACKMYAGE for 15% off. Peptide purchase online:  https://dnlabresearch.com/ or https://suaway.com Boulder Longevity Institute (https://boulderlongevity.com/) , hormonebalanceclinic.io or Nathalie Niddam (https://www.natniddam.com/) for peptide guidance. Give thanks to our sponsors Get Primeadine by Oxford Healthspan. 15% discount with code ZORA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Get Mitopure by Timeline. 10% discount with code ZORA at https://timeline.com/zora Visit https://getkion.com/zora for 20% off Kion Essential Amino Acids Try OneSkin skincare for with code ZORA at https://shareasale.com/r.cfm?b=2685556&u=4476154&m=102446&urllink=&afftrack= Join ⁠⁠⁠Biohacking Menopause⁠⁠⁠ before February 1, 2025 to win Kion Essential Amino Acids. 20% off with code ZORA at https://getkion.com/zora https://biohacking-menopause.mn.co Join the Hack My Age community on: Facebook Page : ⁠⁠⁠⁠⁠@⁠Hack My Age⁠  Facebook Group: ⁠⁠⁠⁠⁠⁠@⁠Biohacking Menopause⁠⁠⁠⁠⁠⁠ ⁠   Instagram: ⁠⁠⁠⁠⁠@⁠HackMyAge⁠  Website: ⁠⁠⁠⁠⁠⁠HackMyAge.com⁠  ⁠Membership group: Biohacking Menopause⁠ https://biohacking-menopause.mn.co Email: zora@hackmyage.com This podcast is edited by ⁠⁠⁠⁠⁠jonathanjk@gmail.com

EP Wealth Advisors has recently acquired the well-established financial planning firm, Executive Wealth Management (EWM). EWM has a longstanding commitment to simplifying the complexities associated with wealth management. This merger with EP Wealth Advisors serves to enhance that dedication. Rob Johnson is joined by Vice Presidents Rob Larsen and Jimmie Plaskey, partners with EP Wealth Advisors, to provide their perspectives on the recent acquisition and discuss the advantages this offers to current clients, prospective clients, and the Greater Brighton community.   Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/   Guest Links Jimmie Plaskey CFP®, CDFA - Vice President and Partner - EP Wealth Advisors LinkedIn: https://www.linkedin.com/in/jamesplaskeyjr/   Rob Larsen CFP® - Vice President and Partner - EP Wealth Advisors LinkedIn: https://www.linkedin.com/in/robert-b-larsen-jr-cfp%C2%AE-5952a788/   Announcement: https://www.crainsdetroit.com/banking-finance/executive-wealth-management-acquired-ep-wealth-advisors. Website: https://www.epwealth.com/our-team/brighton   Address: 135 West North Street Brighton, MI 48116 Phone: (810) 229-6446

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true…   In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance.   Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust   Featured Conversations:   Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market   Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.”  Hilliard Milner   Angus Dunn, Nick Bowman & Xuejun Tao, Accela   [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles   Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn   Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao   Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's  Mission and Vision   Streamlining life insurance with AI   The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry   Creating Value Beyond Efficiency   Measuring AI's impact   The importance of a flexible tech stack that can adapt to future AI advancements   Understanding the Agent's Perspective   Empowering independent agents   Go-to-market strategy   Building Relationships and Trust   Establishing rapport with clients   Customizable solutions that enhance efficiency and effectiveness   Navigating Industry Challenges   Bridging the tech gap for independent agents   Market-driven product development   The Future of Optifino and  Xcela and the Insurance Industry   Anticipating industry changes and commitment to flexibility   Evolving strategies in distribution   Building Trust in Technology   Ensuring data security   Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards   About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg.   Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI.   Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies.   Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career.   Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true…   In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance.   Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust   Featured Conversations:   Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market   Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.”  Hilliard Milner   Angus Dunn, Nick Bowman & Xuejun Tao, Accela   [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles   Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn   Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao   Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's  Mission and Vision   Streamlining life insurance with AI   The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry   Creating Value Beyond Efficiency   Measuring AI's impact   The importance of a flexible tech stack that can adapt to future AI advancements   Understanding the Agent's Perspective   Empowering independent agents   Go-to-market strategy   Building Relationships and Trust   Establishing rapport with clients   Customizable solutions that enhance efficiency and effectiveness   Navigating Industry Challenges   Bridging the tech gap for independent agents   Market-driven product development   The Future of Optifino and  Xcela and the Insurance Industry   Anticipating industry changes and commitment to flexibility   Evolving strategies in distribution   Building Trust in Technology   Ensuring data security   Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards   About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg.   Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI.   Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies.   Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career.   Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

From Wall Street to Wealth Management: Lessons for Entrepreneurs This week's guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob's journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs. We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose. Subscribe and set notifications to our YouTube Channel.  Don't miss this inspiring and actionable episode. Listen now!   Where to find Bob: https://oswegoprivatewealth.com  https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613    Where to find Carl: https://40strategy.com https://www.linkedin.com/in/carljcox/ https://www.instagram.com/carljcox40/ https://x.com/40Strategy  

Episode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument's innovative approach to financial advising, and the firm's commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument's podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors.  In this episode: (00:00) - Intro (01:50) - Jessica's Money Moment (02:15) - Transition to financial planning (06:25) - Joining Monument Wealth Management (08:23) - Jessica's critique of the financial industry (11:33) - How Monument uses podcasting (15:20) - What makes Monument stand out (23:04) - Gender equality and the future of financial planning (27:24) - Monument's culture and work-life balance (30:20) - Leveraging technology (33:32) - Milemarker Minute Key Takeaways Align Your Wealth with Your Values: Wealth isn't just about accumulating assets; it's about aligning your financial resources with your life's purpose. Whether it's charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact. Tailor Your Communication to Build Stronger Relationships: Effective financial planning goes beyond technical expertise; it's about understanding your clients' unique needs. Whether they prefer detailed analysis or a bottom-line summary, adapting your communication style builds trust and long-term relationships. Embrace Collaboration for Better Client Outcomes: A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management's ensemble model showcases the power of collaboration in financial planning. Quotes “Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ Jessica Gibbs ”This is a subject matter that I've always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual fund. I talked to my friends about like, hey, do you have an investment account?” ~ Jessica Gibbs “Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ Jessica Gibbs Links  Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/  Monument Wealth Management: https://monumentwealthmanagement.com/  Off the Wall podcast: https://monumentwealthmanagement.com/resources/?type=podcast   Brookings: https://www.brookings.edu/ Georgetown School of Continuing Studies: https://scs.georgetown.edu/ Dave Armstrong: https://www.linkedin.com/in/davidbarmstrong/ eMoney: https://emoneyadvisor.com/ G2 Leadership Institute: https://ensemblepractice.com/services/g2-leadership-institute/ Dean Catino: https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/ Greater DC Diaper Bank: https://greaterdcdiaperbank.org/  Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

In this episode, we dive into the key financial topics shaping 2024 and beyond: ● Bitcoin's Surge: Breaking down the “Trump Bump” in cryptocurrency and what a $100K+ Bitcoin means for investors. ● AI Innovations: How AI is reshaping industries and investment opportunities—should you dive in or exercise caution? ● Market Predictions: From S&P 500 to MSCI World Index, our team makes bold predictions for the year ahead (with a dose of humor and realism). ● Election Aftermath: What the 2024 elections mean for market stability, deregulation, and global security. ● Building a Financial Plan: Avoid toxic advice and create a strategy to align your investments with your long-term goals.

Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that's thriving by serving tech workers with equity compensation. His business has seen remarkable growth in a short time, a testament to the power of a clear niche and strategic focus.In this episode, Matt dives into what's driving his success—focusing on the right clients, leveraging a strong referral network, and outsourcing to stay efficient. He also shares the value he's found in collaborating with peers and learning from groups like the XY Planning Network.Beyond the numbers, Matt talks about how he manages his time effectively to prevent burnout and balance running a growing business with family life. His approach is practical and grounded, offering insights that advisors at any stage can learn from.Tune in to hear Matt's story and gain valuable takeaways for building your own practice.Matt's Social:https://www.linkedin.com/in/matt-pruitt-cfp%C2%AE-cfa-02aab548/Music in this episode was obtained from Bensound.

In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform. Gerry highlights the value of the Certified Exit Planning Advisor (CEPA) designation and the success of their team, which now manages $875 million in assets. They also explore the complexities of helping business owners plan for life after their companies, including succession planning and leveraging ESOPs. In this episode: 0:01:10 Gerry Spitzer's career journey - Started in accounting, moved to computer sales, then joined Merrill Lynch training program despite high failure rate. Formed a long-term partnership with a colleague from the training program. 0:04:49 Transitioning to independence - Discussed benefits and challenges of working at large brokerages vs. the independent space. Emphasized the importance of due diligence when choosing an independent platform. 0:13:14 Building a team and client base - Described current business with 7 team members and $875M in assets. Serve a mix of clients including business owners, corporate executives, and those inheriting wealth. 0:15:26 Challenges and opportunities in exit planning - Highlighted importance of succession planning for business owners. Shared examples of different exit planning approaches like ESOP transactions. 0:25:23 Navigating the transition process - Discussed resistance from business owners and strategies to overcome it, including building a strong professional team. 0:35:39 Impact of exit planning on clients - Emphasized the referrals and positive outcomes from successful exit planning engagements. Importance of educating centers of influence. 0:39:11 Final thoughts and future goals - Excited about the independent space and opportunities to continue serving high-quality clients. Connect with Gerry:   Website: www.questarcap.com Email: gerry@questarcap.com LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Have you ever considered how much financial stress impacts your life? How often does money worry keep you up at night or cause tension in your relationships? Did you know that financial problems are one of the leading causes of divorce? It's a reality that money issues can strain everything—from your career to your personal life. But what if there was a way to ease that pressure? What if having a solid financial plan could not only relieve stress but also enhance your relationships and career? In this episode of the Productivity Smarts Podcast, host Gerald J. Leonard is joined by Rodger Friedman, a veteran retirement strategist and wealth advisor with over 40 years of experience. Together, they explore the powerful link between financial planning and productivity. Rodger shares invaluable insights on how a well-thought-out financial strategy can reduce stress, increase productivity, and even improve your personal life. He also discusses the importance of stepping out of your comfort zone, building positive habits, and staying focused on clear goals. Tune in now to learn how you can start managing your money more effectively, reduce financial stress, and take the next step toward a more productive, successful future.  What We Discuss [02:01] Introduction to Rodger Friedman [05:29] Success factors in financial services [07:40] Avoiding common pitfalls [10:07] The complexity of wealth management [12:29] Importance of habits [14:49] The use of index cards to reinforce daily goals and decisions [19:27] Intentions vs. actions [20:43] Clarity in goal setting [23:43] The Pareto principle discussion [26:07] Importance of reading [30:55] The differences between philosophy, strategy, and tactics in wealth building [35:54] Closing remarks and resources Notable Quotes [02:38] "When you have a good financial plan and a strategy for managing money, it really releases a lot of stress because money plays a big part in the stress that people take on, and it can hinder them in their careers and everything else." - Gerald J. Leonard [05:29] "All growth happens outside of your comfort zone." - Rodger Friedman [07:40] “Look at what everyone else is doing, and don't do that. If you want to be successful, avoid following the crowd.” – Rodger Friedman [13:02] “Success is determined by the quality of your decisions and the habits you build around them. Bad decisions lead to poor behavior, and vice versa.” – Rodger Friedman [17:35] “Writing down your goals and reviewing them daily puts them in your bones. It keeps you focused, and makes sure you're always aware of the opportunities around you.” – Rodger Friedman [18:03] “When you program your brain with your goals, you start to see all the opportunities and resources aligned with those goals, and they start showing up in your life.” – Gerald J. Leonard [28:40] "Once your brain has been stretched by a new idea, a book, an insight, it can never go back to thinking the old way again." - Gerald J. Leonard Our Guest Rodger Friedman is a seasoned retirement strategist and wealth advisor with over 40 years of experience in the financial industry. With a distinguished career that includes serving as Senior Vice President of Wealth Management at Morgan Stanley and Senior Investment Management Consultant at Smith Barney, Rodger is a trusted voice in wealth building and retirement planning. A Chartered Retirement Planning Counselor, he has participated in thousands of discussions on financial planning and passive income. Beyond his financial expertise, Rodger is also an accomplished author of seven books, including the bestselling Erasing America: Broken Politics, Broken Country, among others. A proud member of the Sons of the Legion, he brings a unique perspective to both his professional and personal pursuits. With over 60 interviews and articles to his name, Rodger remains dedicated to helping clients achieve lasting financial security and success. Resources Rodger Friedman Website -https://eocritic.com/ LinkedIn - https://www.linkedin.com/in/rodger-friedman-crpc%C2%AE-1300903a/ Book- 18 Wealth Lessons That Will Transform Your Thinking Productivity Smarts Podcast Website - productivitysmartspodcast.com Gerald J. Leonard Website - geraldjleonard.com Turnberry Premiere website - turnberrypremiere.com Scheduler - vcita.com/v/geraldjleonard Mentioned Song:Jim Croce Photographs and Memories. Atlas Shrugged" by Ayn Rand Kiva is a loan, not a donation, allowing you to cycle your money and create a personal impact worldwide. https://www.kiva.org/lender/topmindshelpingtopminds

Hi everyone! The complications of Ireland/U.S. migration isn't lost on any professional that has a stake in making the move work. Knowing how to treat both countries from a financial perspective is difficult - especially for those of us making the move!In Part 2 of my conversation with Sean Kearney of Amvoy Wealth, we dig even deeper into the complexities of financial planning for Irish expats in the U.S. and those with cross-border lives. Sean shares some sharp insights on managing investments, avoiding the pitfalls of overly complex tax schemes, and his core philosophy: living life first and aligning financial plans around it. We also get into the nitty-gritty of ensuring tax compliance and explore the underestimated value of planning for a possible return to Ireland. Sean's experience and understanding of U.S.-Irish financial management shines through, and his advice is a must-hear for anyone navigating finances in both places.This episode is a reminder that financial planning is not about cutting corners to save every last cent in tax, but rather about creating a meaningful roadmap that supports the life you want. If you're an expat or have assets on both sides of the Atlantic, Sean's practical tips can make the complexities of cross-border financial life much easier to manage.Topics mentioned in this episode:Balance Life Goals with Financial Plans: Sean advocates planning for the life you want rather than obsessing over tax efficiency alone. Prioritize lifestyle needs, then find the best way to align your finances.Understand Tax Compliance and Reporting Requirements: For U.S.-connected individuals, understanding reporting requirements in both countries is critical, especially as financial data-sharing between the U.S. and Ireland grows.Consider the Impact of Currency and Tax Rebasing: Before moving back to Ireland, rebasing investments in the U.S. can save significant tax costs due to currency fluctuations and different tax structures.Plan Early if Considering a Move Back to Ireland: For those hoping to return to Ireland, early planning is crucial, as it can mean the difference between a smooth, tax-efficient transition and an unexpected financial hit.Project Management in Financial Planning: Cross-border financial planning often requires a team approach, incorporating tax, estate planning, and investment advice to ensure every angle is covered.Contact Sean:Email: sean@amvoywealth.comWebsite: https://www.amvoywealth.com/LinkedIn: https://www.linkedin.com/in/sean-kearney-cfp%C2%AE-870763199/*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today:

Today we're joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contributions grow significantly over time. They share an example of a couple who built $2 million in wealth through steady savings, emphasizing that financial independence is achievable with discipline and personalized planning. The advisors also caution against overly aggressive saving, which can compromise quality of life, and stress balancing savings with lifestyle. For those pursuing substantial wealth, they suggest entrepreneurship or high-reward investments, while noting the risks involved. Ultimately, they advocate for gradual, realistic savings goals and encourage consulting financial advisors for tailored guidance.Key Takeaways:• Starting early with consistent saving is crucial for long-term wealth accumulation due to the benefits of compound interest, allowing smaller contributions to grow significantly over time.• Setting early financial goals, like accumulating $100,000 by age 30, can provide a strong foundation for future retirement funds and ease financial burdens later on.• A high but balanced savings rate, like 15% of income (especially with employer matching), is an effective way to build retirement funds without sacrificing current quality of life.• Caution is advised against overly aggressive saving, as it may lead to a scarcity mindset or compromise on living standards, impacting mental and emotional well-being.• A gradual, practical approach to saving is recommended, as drastic lifestyle changes can be challenging to maintain, and “braking” expenses later in life may be difficult.Key Timestamps:(00:55) Today's Topic: Accumulation Phase(02:21) Understanding Savings Rate(03:46) Wade Fowl's Research Insights(04:52) The Importance of Starting Early(09:47) Automating Your Savings(16:08) Achieving Financial Freedom Faster(20:38) Balancing Aggressive Saving and Enjoying Life(22:21) Personal Experiences with Saving Strategies(22:40) The FIRE Community and Different Saving Approaches(23:52) Challenges of Late-Life Saving(25:15) The Importance of Consistent Saving(32:43) Accumulating Wealth Through EntrepreneurshipKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, FIRE, savings plans, wealth accumulating, entrepreneurshipMentions:Castellum Financial Advice: https://www.castellumfinancialadvice.com/QED Wealth Solutions: https://qedwealthsolutions.com/ Tyler: https://www.linkedin.com/in/tyler-meyer-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-cltc%C2%AE-fscp%C2%AE-5bb9b994/ Robert: https://www.linkedin.com/in/franeriii/ Mentions: More of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/members/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com

George Bryant set out on a new path once he saw his parents' tax return. From then, he knew he wanted to help others by demystifying money. In this episode, George shares what it was like growing up in the family sandwich business, stories of several odd jobs he's held, and how he got into finance despite originally wanting to be a doctor. Plus, he shares advice for young investors and the financial mistakes he sees many people making. George Bryant is a Co-Founder and Principal of Apogee Wealth Partners. You can learn more about George and Apogee on his website (apogeewp.com/team) and you can connect with him on LinkedIn (linkedin.com/in/george-bryant-cfp%C2%AE-4449b11b7). If you liked this episode, we think you'll also like: Jay Kennamer's Morning Cup (E15) Chris Lytle's Morning Cup (E28) Chris Hopkins's Morning Cup (E84) My Morning Cup is hosted by Mike Costa of Costa Media Advisors and produced by SpeakEasy Productions.  Subscribe to the weekly newsletter here and be the first to know who upcoming guests are!

What if growing your financial advisory business was as simple as grabbing your phone and hitting record? In this episode, we chat with Nick Meyer, the most-followed CFP on TikTok with over 1 million followers. Nick takes us behind the scenes of how he turned short-form video content into a powerful tool for connection and growth, starting during the 2020 lockdowns.We talk about what works (and what doesn't) when it comes to creating authentic, engaging content. Nick shares why follower counts aren't the only thing that matters and how being yourself on camera can be a game-changer. Whether it's adding a personal touch to your branding or stepping in front of the camera instead of hiding behind a logo, Nick's approach proves that financial advice doesn't have to be boring.We also break down the basics of video creation, including tips for crafting straightforward, effective content. From quick talking-head videos to creative ideas that stand out, Nick's strategies are simple enough for anyone to start using today. He shares tools, tricks, and examples that show how short-form video can drive real results, from more referrals to better client engagement.If you're a financial advisor looking to grow online, this episode is full of practical advice to help you start (or improve) your content game.N2 Content Marketing Freebies: https://www.n2contentmarketing.com/freebiesSocial:https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/X: nicktalksmoneyTikTok: nicktalksmoneyMusic in this episode was obtained from Bensound.

Hi everyone! The complications of Ireland/U.S. migration isn't lost on any professional that has a stake in making the move work. Knowing how to treat both countries from a financial perspective is difficult - especially for those of us making the move!In this episode, I sat down with Sean Kearney of Amvoy Wealth, a specialist in helping Irish citizens manage their US-based finances, understand tax obligations, and plan for future moves between Ireland and the US. Sean's expertise is second to none, and his insight into the realities of balancing US and Irish financial systems is both essential and eye-opening.In Part 1 of our conversation, Sean shares the basics of navigating dual tax obligations, the common missteps that Irish expats encounter in US financial planning, and why keeping everything above board (no matter how tempting it might be to do otherwise) is crucial. If you're an Irish citizen in the US, planning a move back home, or have financial assets in either country, don't miss Sean's advice on staying compliant, managing investments across borders, and the importance of early financial planning! And stay tuned for Part 2 in the next episode of Taxbytes For Expats!What you'll hear in this episode:The Importance of Cross-Border Financial Planning: Moving between the US and Ireland involves unique financial and tax implications, especially for Irish citizens holding US assets or green cards. Working with advisors who understand both systems can save you from costly mistakes down the road.Tax Consequences of Holding a Green Card: Many Irish expats seek a US green card but don't realize the potential tax consequences when leaving the US. It's critical to properly exit the US tax system and file necessary documentation to avoid future tax liabilities.Why Rebasing Investments Before Moving Matters: Selling or ‘rebasing' assets while still under US tax jurisdiction can often reduce capital gains tax, as US rates are typically lower than Ireland's. Proper timing here can make a significant difference in tax savings.Potential Risks of Unpaid Taxes and Undeclared Assets: Ignoring tax obligations on assets left in the US or in Ireland can come back to haunt expats, especially with increasing global tax transparency. Compliance is key to avoiding future penalties.The Value of a Cross-Border Advisory Team: Combining the expertise of Irish and US advisors who communicate directly can give expats clarity and security. This collaboration ensures compliance, optimizes tax strategies, and aligns with personal and financial goals across both countries.Contact Sean:Email: sean@amvoywealth.comWebsite: https://www.amvoywealth.com/LinkedIn: https://www.linkedin.com/in/sean-kearney-cfp%C2%AE-870763199/*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a...

In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightful conversation on the role of alternative investments in today's unpredictable markets. They discuss the value of diversifying portfolios with private equity, private credit, and infrastructure, especially as traditional markets face increased volatility. Bob highlights the unique advantages of private investments, such as their potential for higher returns and enhanced diversification, making them a powerful tool for high-net-worth investors. The conversation also covers the evolution of Evergreen Funds, which give individual investors access to institutional-level opportunities without the usual complexities of private markets. Beyond finance, Bob shares his philanthropic work with Gift of Adoption and emphasizes the importance of meaningful giving. The episode concludes with key advice on partnering with fiduciary advisors to navigate complex financial landscapes and make sound investment decisions. Bob Long's Wife's Family Farm: https://www.tryonmountainfarms.com/shop Tune in for a conversation that blends personal stories with professional insights, designed to help you avoid toxic financial advice and achieve true financial peace of mind. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning #financial detox ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

What drives a kid from Long Island to turn his sneaker obsession into a global luxury brand? In this episode, I sit down with Jon Buscemi, the creative mind who turned his love for sneakers and street culture into iconic brands that push the limits of style. Jon opens up about his unique path—from customizing sneakers as a kid to working on Wall Street to fund his sneaker obsession and then breaking into the high-end sneaker market with bold designs like the Buscemi 100mm, known for its flashy details and signature gold lock.He shares how his time on Wall Street gave him a thick skin and a drive that carried over into the fashion world, where rejection is common and the need to stand out is constant. He also talks about how he finds inspiration, making every new project a mix of art and practicality, whether it's a hot sauce brand like Truff or a local deli chain like Uncle Paulie's. For him, each brand is a way to blend his passions for design, culture, and quality while staying true to his roots in street style.If you're curious about the hustle behind building a lasting brand or the story of someone who turned a personal love into a powerful business, this episode with Jon Buscemi is packed with insight.Buscemi's story is a powerful reminder that success isn't about instant achievements but about persistent passion, learning from every experience, and staying true to your creative instincts.Buscemi on Socials: IG: @jonbuscemi X: @JonBuscemi LinkedIn: https://www.linkedin.com/company/buscemi%C2%AE/ https://buscemi.com/ Jon on Socials: IG: @streetschultz FB: Jon Schultz X: @JonSchultz_Onyx LinkedIn: jonschultz1 www.jonschultz.com 

In today's episode, Cameron sits down with Mark McGrath to talk about his trip to Trondheim, Norway, the event he attended there, and his presentation in which he shared top lessons from prestigious Rational Reminder Podcast guests. Tuning in, you'll hear Cameron's top takeaways from conversations with Nobel laureate Eugene Fama and his collaborator Kenneth French, as well as Robert Merton, Antti Ilmanen, Professor Ludovic Phalippou, and more. We also delve into the changing industry trends regarding index investing and the many benefits that come with embracing it, including how it helps financial advisors better serve their clients. Stay tuned for our after-show section, where we discuss advice for new advisors, from developing a robust investment philosophy to building a network, along with insights to help consumers navigate the industry and much more. To learn all about Cameron's trip to Norway, top guest takeaways, and industry trends around index investing, be sure to tune in!   Key Points From This Episode:   (0:01:13) An overview of today's episode and a discussion on industry trends. (0:03:56) Our conversation with Håkon Kavli on managing Reitan Kapital. (0:04:38) What it was like for Cameron to meet Håkon Kavli and Magnus Reitan in Norway. (0:05:42) The excellent event in Trondheim, Norway, and their impressive lineup of speakers. (0:08:56) Unpacking industry trends in index investing and why more people are embracing it. (0:09:42) The light bulb moment for Mark and Cameron regarding index investing. (0:19:07) Highlights from our interviews with Eugene Fama, Ken French, and Robert Merton. (0:25:28) Dr. Annamaria Lusardi's insights and takeaways from our John Cochrane interview. (0:29:05) Top lessons from our conversation with Antti Ilmanen on low-expected returns. (0:30:58) Insights from talking with Professor Ludovic Phalippou about private equity. (0:32:22) Closing thoughts on Cameron's presentation in Norway and index investing trends. (0:39:44) Our aftershow segment: advice for new advisors, ways the industry has changed, tips for consumers, technology insights, personal updates, and more.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Episode 321: Evidence in Practice with Håkon Kavli – https://rationalreminder.ca/podcast/321 Professor Marcos López de Prado — https://www.orie.cornell.edu/faculty-directory/marcos-lopez-de-prado Erik Hilde — https://www.linkedin.com/in/erik-hilde-9570a785/?originalSubdomain=no Dan Bortolotti — https://www.canadianmoneysaver.ca/authors/dan-bortolotti Canadian Couch Potato Blog — https://canadiancouchpotato.com/ Canadian Couch Potato Podcast — https://canadiancouchpotato.com/podcast/ Justin Bender — https://www.linkedin.com/in/justin-bender-cfa-cfp%C2%AE-tep-195b8b27/?originalSubdomain=ca Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200 Tune Out the Noise — https://www.dimensional.com/film Episode 100: Prof. Kenneth French — https://rationalreminder.ca/podcast/100 Episode 234: Prof. Robert C. Merton — https://rationalreminder.ca/podcast/234 Episode 232: Dr. Annamaria Lusardi — https://rationalreminder.ca/podcast/232 Episode 169: Prof. John Cochrane — https://rationalreminder.ca/podcast/169 Episode 202: Antti Ilmanen – https://rationalreminder.ca/podcast/202 Episode 210: Prof. Ludovic Phalippou — https://rationalreminder.ca/podcast/210 Fama and French Three Factor Model — https://www.investopedia.com/terms/f/famaandfrenchthreefactormodel.asp Books From Today's Episode: Investing Amid Low Expected Returns — http://www.aqr.com/serenity The Empowered Investor — https://www.amazon.ca/Empowered-Investor-Canadian-Investment-Experience/dp/0991978307  

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:...

In this episode, hosts Tait Duryea and Ryan Gibson welcome back financial planning expert and pilot Jesse Reed to dive deep into market-based cash balance plans—a powerful retirement tool designed specifically for high-earning pilots facing 401(k) spillover limits. Jesse unpacks how pilots can strategically manage these plans to maximize retirement savings and minimize tax burdens. Tune in to learn how to navigate 401(k) limits, Roth and after-tax contribution strategies, and advanced tax planning insights.Jesse Reed is a seasoned financial advisor with Creative Planning, specializing in wealth management for airline professionals. With a background as both a financial planner and a pilot, Jesse has unique expertise in navigating complex airline contracts and retirement benefits. His insights on market-based cash balance plans, 401(k) limits, and tax-efficient investing make him one of the leading voices in financial planning for aviators. Jesse's practical approach provides pilots with the knowledge and tools to optimize their retirement strategies and achieve lasting financial security.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Eric Van Ness (https://evanness.wradvisors.com/) is a financial advisor at Waddell & Reed. In Today's episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking. In this episode, Chris and Eric discuss: 1. Optimizing Your Solo Practice 2. Continuous Learning and Recommended Books 3. Maintaining a Work-Life Balance 4. Future Plans & Goals LinkedIn: https://www.linkedin.com/in/eric-van-ness-mba-cfp%C2%AE-5b756241/ Website: https://evanness.wradvisors.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Pat Ennis and Corby Megorden are business partners at ENNIS Legacy Partners whose mission is to help business owners enjoy life in the business and plan for exit and life after the business. In this episode we delve into the world of business exits. They explore the critical strategies business owners use to exit their ventures effectively.Pat and Corby highlight the importance of maximizing exit options through comprehensive planning and readiness assessments. They offer practical advice on the initial steps owners should take to prepare for their exit, from evaluating business value to creating a robust exit plan. This episode is a must-listen for any business owner looking to secure their legacy and achieve a successful exit.Website: www.exitreadiness.com (for a FREE exit readiness assessment that scores an owner in four key exit planning categories)Connect with Pat on LinkedIn: https://www.linkedin.com/in/pat-ennis-cexp-cap%C2%AE-25b4a111/Connect with Corby on LinkedIn: https://www.linkedin.com/in/corby-megorden-cepa-ccea-mea-fmva-cbca-b4816b1a/Let's Stay in Touch! LinkedIn (be sure to mention you heard the podcast ;-)) Twitter Instagram Website - B.O.O.S.T.® Your Brilliance

How do you transition from being a corporate leader to becoming a thriving entrepreneur? Changing from a structured corporate environment to the unpredictable waters of entrepreneurship is no easy task in today's fast-paced world. Many try to make this transition, but few succeed with the persistence and focus on excellence required for success. Terri Kallsen, a distinguished leader and entrepreneur, takes a look back at her remarkable journey of moving from executive leadership in publicly traded companies to her current role as an entrepreneur. She discusses how having mentors and a solid team have been critical to her success, especially during her transition from corporate leadership to entrepreneurship.  As the Senior Operating partner at Rise Growth, a synergistic financial partner, she now leads with a mission to help advisors and their teams perform at their best.  In this episode of The Greatness Machine, Darius is joined by Terri Kallsen to talk about growth, leadership, and perseverance. Terri will also share the key lessons she has learned during her transition from corporate to executive roles to entrepreneurship. This conversation will also highlight how combining creativity with structure can help entrepreneurs innovate while staying accountable to their goals.  Topics include: The importance of staying open to new opportunities and stepping up to fill gaps Embracing failure as a step to innovation Navigating the complexities of mergers and acquisitions (M&A) Understanding and connecting with your team and audience  Navigating gender dynamics in male-dominated spaces The challenges of transitioning from the corporate world to entrepreneurship And other topics… Connect with Terri: LinkedIn: https://www.linkedin.com/in/terri-kallsen-cfp-%C2%AE-3b72954  Email: terri@risegrwoth.com Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Sponsors: Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS. Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius. Quince - Go to Quince.com/greatness for free shipping on your order and 365-day returns. Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness Learn more about your ad choices. Visit megaphone.fm/adchoices

Let me know your thoughts on the show and what topic you would like me to discuss next.Ever felt like financial success is just out of reach? Learn from Connor Tyson, a financial advisor who transformed his life from financial turmoil to triumph, and gain the insights you need to do the same. Connor joins us on the Revolutionary Man Podcast to share his journey and provide actionable steps to achieve financial clarity, build a solid safety net, and overcome stagnation in various areas of life. Understand the importance of adopting new financial habits and taking control of your financial future.Struggling with financial stress and its impact on your relationships? We tackle this head-on by exploring the emotional challenges many men face when dealing with financial instability. Discover the SMART consumer method—Self-awareness, Motive, Affordability, Research, and Time—and how it can transform your financial decision-making. We'll also discuss the benefits of joint bank accounts for couples, enhancing communication and coordination in managing finances together.Building wealth isn't just about numbers; it's about mindset. Connor dives into essential habits like budgeting, prioritizing expenses, and shifting from a scarcity mindset to one of abundance. Learn how to confront limiting beliefs about money, and uncover the power of empathy, active listening, and setting passionate goals. Finally, explore the importance of financial coaching to create a secure future for yourself and your family. Visit www.progressfc.com for a complimentary consultation and join the Awakened Man community to start forging a new path.Key moments in this episode:05:41 Common Financial Struggles12:36 SMART Consumer Tips14:02 Joint Bank Accounts and Trust17:08 Financial Infidelity19:57 Building Good Financial Habits24:00 Money Mindset and Limiting Beliefs26:23 Indicators of Financial Success29:19 Mentorship and Advice31:12 Final Takeaways and Contact InformationHow to reach Connor:Website: https://progressfc.com/ Facebook: https://www.facebook.com/connorthefinancialcoach Instagram: https://www.instagram.com/connorthefinancialcoach/LinkedIn: https://www.linkedin.com/in/connor-tyson-chfc%C2%AE-07391a45/Support the showThanks for listening to the Revolutionary Man Podcast. If you want more information about our programs use the links below to check us out. It could be the step that changes your life.

If you're a golfer, your putter should come inside with you regularly. Indoor putting practice can be a huge benefit for your game, especially for those who live in climates where it can be the only significant practice for a portion of the year. In this episode, Mark and Lou talk about ways to make your indoor putting practice more beneficial. Some of these are simple drills that anyone can do. Others highlight tools that you can buy (for less than that driver you're eyeing)—tools that will likely drop more strokes from your game than that driver would, as you learn to have more control of both the distance and the direction of your putts. ExPutt: https://shop.exputt.com/products/exputt%C2%AE-real-time-putting-simulator Use code: GOLFSALE Where to find us: Mark Crossfield's weekly newsletter: https://www.crossfieldgolf.com/subscribe Mark Crossfield on Twitter: https://twitter.com/4golfonline Mark Crossfield on YouTube: https://www.youtube.com/user/4golfonline Lou Stagner's weekly newsletter: https://newsletter.loustagnergolf.com/subscribe Lou Stagner on Twitter: https://twitter.com/LouStagner Greg Chalmers on Twitter: https://twitter.com/GregChalmersPGA The Hack It Out Golf Podcast on Twitter: https://twitter.com/HackItOutGolf Learn more about your ad choices. Visit megaphone.fm/adchoices