Podcast appearances and mentions of carson group

A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist at Carson Group, connect the dots and ask a bigger question: what actually changed, and what simply made headlines?They break down the Court's ruling on IEEPA tariffs, what it means for policy going into a midterm year, and why markets barely flinched. From there, the conversation shifts to fourth-quarter GDP, where a weak headline number masked far stronger private demand beneath the surface. The episode then moves into the AI debate, examining the surge in hardware and software investment, the role of energy and power demand, and the viral “AI crash” scenario that sparked fears of a white-collar doom loop. Along the way, they explore global market leadership, sector dispersion, and why human behavior still sits at the center of economic outcomes even in a world shaped by algorithms.Key Takeaways:• Tariff authority reset: The Supreme Court's ruling removed a major executive tariff tool, reinforcing checks and balances while reducing policy uncertainty• GDP weakness needs context: A government shutdown distorted headline growth, while private demand remained solid• AI spending is real: Hardware and software investment tied to AI contributed meaningfully to 2025 growth• Scenario vs. reality: Extreme AI displacement models raise important questions, but macro consistency and demand dynamics matter• Market dispersion is widening: Software weakness, industrial strength, and global outperformance highlight a split beneath the surfaceJump to:0:00 — Tariff Shock And Supreme Court Ruling5:30 — Market Reaction, Odds And Policy Limits9:40 — Tariff Refunds And Who Ultimately Paid13:50 — China, Trade Winners And Political Timelines22:00 — GDP Miss Explained And Core Demand Strength31:00 — AI Capex Surge: Chips, Software And Scale35:00 — Power Demand, Energy And Inflation Pressures38:30 — The AI Doom Loop Scenario Debate47:40 — Market Split: Semis, Software And Global Leaders55:00 — Portfolio Implications And The Human EdgeConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture. Produced/Presented: Ryan Huang Image: Geralt via PixabaySee omnystudio.com/listener for privacy information.

In this week's episode, Steven is joined by two of our good friends at Carson Group: Liam and Michael. Liam and Michael are part of the M&A team and get to see behind the curtains of some of the most successful practices in the country and share what they've learned about the ones doing the best work. Steven discusses the role of tax planning in firms that consistently grow, and they all share insight on why tax planning continues to be such a great opportunity for advisors who lean into it. Listen to the end as Steven shares an opportunity to gain insight into your own practices, true growth, and overall health by visiting retirementtaxservices.com/carson. https://zurl.co/r6F3t

Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting beneath the surface, they separate the emotional narrative from the measurable data.The conversation moves through current market leadership, valuation concerns, recession odds, and the risks that deserve attention without overreacting to every headline. They also explore what history suggests about similar environments, how positioning can amplify volatility, and why staying disciplined often feels hardest right when it matters most.Key Takeaways:• Earnings remain the foundation: Corporate profits continue to anchor market strength, even as narratives shift week to week • Sentiment lags fundamentals: Investor psychology still reflects caution despite improving breadth and resilient data • Policy and liquidity matter: Rate expectations, fiscal dynamics, and capital flows are shaping the next phase of returns • Volatility is part of the process: Pullbacks and headline shocks fit within historical patterns of ongoing expansions • Discipline beats drama: Long-term investors benefit more from structure and perspective than from reacting to every news cycleJump to:0:00 - New Titles And Warm-Up Banter2:42 - Framing A Tale Of Two Markets5:10 - Sector Splits And Market Breadth11:55 - Global Equity Strength And Style Shifts16:30 - AI Shockwaves Across Industries22:40 - Tech's Three Tracks: Software, Semis, Telecom27:35 - Short Interest, Contrarian Signals In Tech31:30 - International Rallies And Country Leaders37:15 - Jobs Revisions And Labor Market Reality44:20 - Youth Employment, AI Fears, And Data50:05 - Spurious Correlations And Market Folklore56:20 - CPI Details, Shelter Math, And Services HeatConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, chief market strategist for the Carson Group, says that February and March could be "banana peel months" for the stock market to slip on, but he's not expecting a significant downturn and he says the underpinnings for the stock market will keep the bull market running through at least the end of the year. Detrick noted that the market has sent some mixed messages — with about 20% of stocks making 52-week highs while 6% made 52-week lows just last week — but he says that a strong economy with a dovish Federal Reserve can overcome geopolitical concerns, creating an environment where investors should be "overweight equities, but diversified around the globe." Dan Doonan, executive director for the National Institute on Retirement Savings, discusses their latest report, "Retirement in America: An Analysis of Retirement Preparedness Among Working-Age Americans," which has made headlines for suggesting that the average working American has less than $1,000 saved for retirement. Doonan is quick to back away from that number — because it includes the many Americans who have nothing saved and who aren't working to change that — but notes that while retirement balances are much higher for people who put in the effort, there remains a savings crisis in America.  Gil Baumgarten, founder and chief executive officer at Segment Wealth Management, brings his dividend-and-income focused approach to stock picking back to the Money Life Market Call.

High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/research About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com

After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterioration, or replaying last year's fear cycle with new headlines? As Claude-triggered concerns ripple through software and hyperscalers, they unpack their theories on why prices have fallen far faster than earnings, how valuation compression has reached levels not seen in over a decade, and why sentiment has turned sharply negative even as the S&P 500 flirts with new highs.From there, the conversation widens. Ryan and Sonu connect record-setting AI capital spending to broader profit growth, explain why global markets like Japan and emerging economies are quietly leading returns, and revisit Bitcoin's drawdown through the lens of software, risk appetite, and historical market behavior. Along the way, they explore why recessions remain elusive amid massive fiscal and corporate investment, why breadth continues to improve beneath volatile leadership, and why moments that feel uncomfortable often end up shaping the next leg of the cycle.Key Takeaways:AI fear is recycling a familiar playbook: Software and tech selloffs reflect sentiment shocks more than collapsing fundamentalsValuations reset without earnings damage: Multiple compression has driven declines even as forward profit expectations riseCapex is reshaping the cycle: AI investment has reached historic levels with implications for growth, margins, and inflationGlobal leadership is expanding: Japan and emerging markets are outperforming as breadth improves outside U.S. megacapsVolatility feels louder than it is: Flat index returns mask sharp rotations that reward discipline over reactionJump to:0:00 — Kicking Off With Sports And Stocks1:08 — Deja Vu: Tech Turmoil Returns3:18 — The Claude Crash And Software Selloff7:45 — Valuations, Momentum, And Narrative Risk12:45 — Hyperscalers' CapEx Arms Race18:55 — Bitcoin, Correlations, And Sentiment25:10 — Global Rotation: Japan Surges, Dollar Softens30:20 — Dow 50K, Compounding, And Milestones34:30 — Earnings Strength And Multiple Math39:20 — Upcoming Data, Outlook, And ClosingConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP and Global Macro Strategist at Carson Group, went live for the very first Facts Vs Feelings: Social Hour livestream on Friday, 1/30.They kicked things off with special guest Brian Belski for a relaxed, wide-ranging conversation that blended big-picture macro, markets, and a bit of fun along the way.Jump to:0:00 - Live Stream Kickoff And Banter3:45 - Belski's Background And Career Arc12:30 - Founding Humilus And Investing Philosophy20:10 - Gold's Selloff, Fed Debates, And Inflation31:00 - Secular Bull Market Case And History40:05 - Travel Detour And Airport Talk45:10 - Earnings Versus Multiples And Tech Leadership53:00 - Financials, Mid Caps, And Small Cap Opportunity1:00:00 Advisors, Building A Firm, And Contrarian MindsetConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

After a quiet data week and a loud political signal, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what a potential Fed leadership shakeup could mean for rates, markets, and investor expectations. With Kevin Warsh emerging as the likely next Fed chair, the discussion cuts past headlines to examine his long history at the Fed, his shifting stance on inflation and rate cuts, and why markets may be less willing to take his guidance at face value. It's been one of the most volatile stretches for metals in decades, as gold and silver experience sharp pullbacks after a historic run. Ryan and Sonu break down why positioning and sentiment mattered more than headlines, and along the way, they connect the dots between capital-intensive tech investment, the emerging commodity supercycle, and why earnings strength continues to underpin equities despite leadership rotation and policy noise.Key Takeaways:Fed leadership uncertainty adds friction, not clarity: Kevin Warsh's record reveals a pattern of convenient pivots that may limit his influence over a skeptical committee Rate cuts face structural resistance: Markets are pricing fewer long-term cuts as capital investment and nominal growth keep upward pressure on rates Metals volatility was about positioning, not fundamentals: Extreme bullish sentiment set the stage for sharp pullbacks despite intact long-term trends Gold and silver require sizing, not timing: Volatility, correlations, and rebalancing matter more than chasing short-term price moves Earnings continue to justify the bull market: Strong margins, industrial strength, and resilient consumer spending support risk assets even as leadership rotatesJump to:0:00 - Setting The Stage: No Jobs Data1:06 - Who Is Kevin Warsh4:30 - Warsh's Crisis-Era Record9:10 - Politics, Hawks, And Rate-Cut Reality14:20 - Balance Sheet Beliefs Challenged19:45 - Gold And Silver's Wild Swing25:40 - How To Own Metals Wisely31:10 - From Software To Capex Supercycle36:50 - Productivity, Labor, And Rates41:30 - Fun Signals: Super Bowl And January46:05 - Earnings, Margins, And MomentumConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between markets, policy, and positioning. Fresh off being named one of the Top 23 podcasts for financial advisors for the second year in a row, the conversation moves fluidly from gold's breakout and the return of the debasement trade to the growing uncertainty around the next Fed chair and what it means for rates, inflation, and risk assets.They explore why commodities are flashing signals that don't align with disinflation narratives, how productivity optimism collides with fiscal reality, and why global earnings strength continues to support equities even as leadership rotates. Along the way, they unpack the implications of a potential government shutdown, policy-driven margin pressure across sectors, and why markets tend to move past the headline faster than most expect.Key Takeaways: • Gold's message is getting louder: Rising commodity prices, fiscal deficits, and rate pressure are reinforcing the case for metals as portfolio protection • The Fed chair race matters more than headlines: Rick Rieder's emergence highlights the tension between productivity optimism and persistent inflation risks • Inflation remains sticky under the surface: Core services and commodity strength challenge the idea of a smooth glide back to 2% • Global earnings are doing the heavy lifting: Companies with international exposure continue to outpace domestically focused peers • Policy noise doesn't derail trends: Shutdown risks and political uncertainty create volatility, but fundamentals keep asserting themselves—Check the 23 Top Financial Advisor Podcasts To Listen To In 2026:https://kitc.es/4pWNyA9Jump to:0:00 Cold Open, Awards, And Snow Jokes2:35 Gold And Silver Surge Explained8:40 The Debasement Trade And Inflation14:50 Global Central Banks Rotate To Gold19:30 Japan, Yields, Yen, And Risk Assets23:40 The Fed Chair Horse Race Heats Up30:20 Productivity, The 1990s, And Why Today's Different38:20 Fed Path: Holds, Politics, And Gold Tailwinds42:30 January Barometer, Tech Lags, And Breadth48:40 Equal-Weight Tech, Financials, And Policy Risk53:40 Earnings Setup: Mega-Cap vs The 493Connect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a long stretch of calm markets and steadily improving breadth, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, confront a sudden return of volatility driven by geopolitics, tariffs, and rising bond yields. They walk through why renewed trade threats tied to Greenland are unsettling markets, how bond yields are once again asserting their influence over policy and risk assets, and why metals are responding more decisively than equities.Along the way, they assess the durability of the bull market by digging into household balance sheets, leverage, labor dynamics, and the expanding leadership beyond mega-cap tech. The discussion ultimately circles back to a familiar theme: markets may react sharply to headlines, but fundamentals, earnings power, and financial resilience continue to shape the bigger picture.Key Takeaways:Tariffs and geopolitics are back in focus: Trade threats tied to Greenland and Europe are reviving volatility, even as markets wait for legal and policy clarityBond yields are driving the response: Rising global yields are limiting diversification benefits and increasing pressure on policy credibilityMetals are acting as a release valve: Strength in gold, silver, and industrial metals reflects policy uncertainty and global demandHousehold balance sheets remain resilient: Lower leverage and elevated net worth are helping sustain spending and growthMarket leadership continues to broaden: Small caps, mid caps, and cyclicals are reinforcing the underlying strength of the bull marketJump to:0:00 — Cold Open And Safety Scare3:00 — Setting The Stage: Worst Market Day5:30 — Greenland Tariffs And Policy Chess11:30 — Supreme Court Tariff Wildcard15:30 — Yields Spike And Safe Havens Pop20:00 — Tech Under Pressure, Small Caps Hold25:30 — Market Breadth And AI Expectations31:00 — K-Shaped Economy And Delta's Split Cabin36:00 — Household Balance Sheets And Leverage44:00 — Asset Drivers: Housing And Stocks50:00 — Bear-Market Risk And Feedback LoopsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Carson Group's Ryan Detrick joins to discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president's new affordability push, including as Bernstein's Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI's move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Reserve, and what it could mean for markets, confidence, and policy credibility. They react to Jamie Dimon's latest comments on economic resilience, unpack the unusual legal pressure facing Fed Chair Jerome Powell, and explain why markets appear far more focused on earnings and growth than political noise.Key Takeaways:Markets are prioritizing fundamentals: Earnings growth, productivity gains, and consumer resilience are outweighing the political headlinesFed independence is being tested: The legal and political pressure on the Fed raises long-term questions, but the markets remain focused on outcomes, not noiseMetals are sending a signal: The strength in gold, silver, and industrial metals reflects both global demand and policy uncertaintyLabor markets are cooling, not breaking: Hiring is slower, but the layoffs remain low and prime-age employment stays historically strongBreadth continues to improve: The leadership is expanding beyond mega-cap tech, reinforcing the durability of the current bull marketJump to:0:00 — Economic Resilience, Consumers, And Bank Signals6:00 — Powell, Politics, And Central Bank Independence12:15 — Gold, Metals, And Washington Crosscurrents19:00 — Credit Cards, Housing Policy, And Affordability Risks28:20 — Market Breadth, Diversification, And January Signals31:10 — Labor Market Cooling, Youth Hiring, And Revisions41:00 — Productivity, Margins, And Revenue Per WorkerConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026.They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of the rally. The conversation then turns forward, covering their 2026 outlook for stocks and bonds, the role of AI-driven capital spending, global market leadership, and why sentiment continues to lag reality even as breadth improves. Along the way, they discuss inflation stickiness, labor market crosscurrents, policy tailwinds, and where diversification still matters most as the cycle matures.Key Takeaways: • Earnings did the heavy lifting: Profit growth and margin resilience, not valuation expansion, powered market gains • Volatility followed the script: Early-year drawdowns fit historical patterns despite widespread surprise • Global leadership expanded: International markets and cyclicals outpaced expectations as breadth improved • AI spending surged: Capital expenditures accelerated across major tech platforms, reinforcing long-term growth trends • 2026 outlook remains constructive: Above-average equity returns and modest bond gains hinge on steady growth without recessionJump to:0:00 — Setting The Stage For 20251:48 — Tariffs, Liberation Day, And Market Bottom4:30 — Sentiment, Concentration Myths, And Breadth9:45 — Speculation Falls, AI Leaders Repriced14:45 — Small Caps, Transports, And Rate Cuts22:30 — IPO Drought, Private Markets, And Valuations27:20 — Media Moments, Gold, And Diversifiers32:20 — Fed Cuts, Dots, And Labor Revisions40:10 — 2026 Playbook: Mid Caps, Financials, Healthcare46:30 — Global Vs. U.S., EM Tilt, And PolicyConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close.They dig into market breadth, sector leadership, financials, commodities, and metals that have gone nowhere for over a decade, along with gold's role, sentiment disconnects, and why certain “boring” areas may be setting up for something much bigger. The discussion blends technical analysis, long-term market history, portfolio construction, and the psychological side of investing, offering context for what could matter most heading into 2026.Chris and Scott are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 — Opening and guest introductions1:41 — Market surprises and leadership shifts6:05 — Financials, tech, and market breadth12:10 — Gold, metals, and long-term breakouts18:40 — Sentiment, seasonality, and market signals26:10 — China, Fibonacci levels, and global setup34:20 — Research, portfolio construction, and the 2026 outlookConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Scott:• LinkedIn: https://www.linkedin.com/in/scott-brown-cmt-22b62891/• X: https://x.com/scottcharts?lang=enConnect with Chris:• LinkedIn: https://www.linkedin.com/in/chris-kimble-708b4681/• X: https://x.com/KimbleChartingQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actually drove the year. They dig into the gap between perception and reality on market breadth, why speculative pockets unraveled even as leadership widened, and how steady rate cuts, shifting Fed signals, and a softer labor backdrop shaped sentiment. Art also brings decades of perspective on small caps, mid caps, financials, healthcare, and the global forces that may matter most as investors position for 2026.Art Hogan, nor B. Riley Wealth Management, are affiliated with CWM, LLC.Key Takeaways:• Market leadership broadened: More sectors and stocks contributed to gains than investors realized• Speculative areas reset: High-risk themes sold off sharply despite broader market strength• Fed signals stayed mixed: Cuts continued while disagreements inside the committee grew• Labor data softened: Slower hiring and revisions added pressure beneath the surface• Cyclicals built momentum: Financials, healthcare, industrials, and global markets carried meaningful strengthJump to:0:00 — Setting the Stage for 20255:20 — Breadth, Sentiment, and Concentration Fears9:30 — Speculative Shakeout and AI Valuations13:45 — Pullbacks, Psychology, and Market Stats17:15 — The Everything Rally in Context20:40 — Small Caps, Transports, and Quality Leadership34:30 — Fed Cuts, Labor Signals, and the 2026 OutlookConnect with Art• LinkedIn: https://www.linkedin.com/in/arthogan/• X: https://x.com/ArthurHoganIIIConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In this episode, Regan Archibald shifts the conversation from physical longevity to financial longevity, exploring why financial stability is one of the strongest predictors of overall health. Joined by wealth experts Bryan Sweet and Sonu Varghese, the discussion unpacks the biggest risks entrepreneurs face—especially unexpected tax burdens when selling a business—and introduces the powerful concept of creating a “tax asset” to offset capital gains without losing investment growth. Through real case studies, they reveal how proactive planning, strategic portfolio design, and collaboration with the right advisors can save clients hundreds of thousands to millions in taxes while maintaining liquidity, reducing risk, and fueling long-term lifestyle freedom. The episode emphasizes that true longevity requires both optimized health and optimized finances—and that smart tax strategy is essential to building the ageless future you envision. Bryan J. Sweet, CLU, ChFC, MSFS, is the Managing Partner and Wealth Advisor at Sweet Financial Partners and a multi-year Forbes Best-in-State Wealth Advisor. Since launching his career in 1979, he has helped clients design purposeful retirements through his proprietary framework, The Dream Architect™, which blends strategic distribution planning with achieving life's biggest goals. Bryan also co-leads the Elite Wealth Advisor Symposium, mentoring top advisors nationwide in scaling, marketing, and team excellence. His passion is helping others build world-class practices while creating the freedom to live their own dream-driven lives.Personal LinkedIn: https://www.linkedin.com/in/bryansweet/ SFP LinkedIn: https://www.linkedin.com/company/sweet-financial- partners/mycompany/?viewAsMember=true SFP Website: https://sweetfinancial.com/ EWAS Website: https://www.ewasymposium.com/ewas-home Sonu has over 20 years of experience in the asset management industry and leads Carson Group's asset allocation team, shaping the firm's market outlook and providing macro, policy, and portfolio guidance to more than 130 partners overseeing $42 billion in assets. He manages multiple strategic and tactical allocation models on the Carson Investment platform and specializes in the intersection of markets, the economy, and policy. Previously, he served as Partner and Director of Research at Convex Capital Management, where he co-managed portfolios and developed proprietary economic indicators across 30 countries. Sonu began his finance career while completing his Ph.D. in Mechanical Engineering at Purdue University, following both an M.S. from Purdue and a B.E. from the National Institute of Technology in India.LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/  X: https://x.com/sonusvarghese  LIKE/FOLLOW/SUBSCRIBE AGELESS FUTURE:YouTube -https://www.youtube.com/@ReganArchibald / https://www.youtube.com/@Ageless.FutureLinkedIn: https://www.linkedin.com/in/regan-archibald-ab70b813Instagram: https://www.instagram.com/ageless.future/Facebook: https://www.facebook.com/AgelessFutureHealth/

What if curiosity could be your greatest financial advantage? Bryan Sweet sits down with Sonu Varghese, VP and Global Macro Strategist at Carson Group, for a conversation that blends mindset and money in unexpected ways. From growing up in Oman to building a career in finance, Sonu shares how serendipity, curiosity, and courage shaped his … Read More Read More

Stocks surged Monday, led by tech giants like Alphabet, as markets recovered from a shaky start to November. The Nasdaq posted its biggest gain since May, fueled by renewed optimism in AI, from Google’s Gemini 3 upgrade to strong moves in Broadcom, Micron, AMD, and Palantir. Ryan Detrick, Chief Market Strategist at Carson Group, breaks down whether this rally signals renewed conviction in the AI trade or is simply a relief bounce, explores how shifting Fed rate expectations are influencing sentiment, and weighs the risks of volatility during thin holiday trading. Plus, he previews key economic data this week, including retail sales and producer prices, and what it could mean for the market heading into December. Produced/Presented: Ryan Huang Image: Gerd Altmann from PixabaySee omnystudio.com/listener for privacy information.

Market headlines love fear, but is that the full story? After decades of studying market trends, Chief Market Strategist Ryan Detrick knows that the best investment decisions start with data, not emotion or fear-based media. In this episode, he explains what most people get wrong about the market, why data is crucial to the bigger picture, and how investors can navigate information overload on social media. You'll also hear tips for making finance fun (and easier to understand), and building your own voice online! Topics discussed: Introduction (00:00) Ryan's background and career journey to Carson Group (02:16) Why he still has an optimistic, bullish market outlook (05:26) How he makes finance fun and easily digestible (09:34) Leveraging social media and the Facts vs. Feelings podcast (11:10) The importance of visual storytelling and historical data (13:48) How social media impacts investor behavior (16:14) Advantages of the RIA model (20:22) AI's impact on the job market and client privacy (23:44) Networking and branding advice for beginner finance pros (26:26) What brought you JOY today? (30:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Dow notched its first close above 48,000 despite tech falling today. Carson Group's Ryan Detrick and Wealth Enhancement's Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham's Laura Martin previews tomorrow's Disney earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Summary: In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Kate Hall, VP of Alternative Due Diligence at Carson Group. They dive into the “cockroaches in a bull market” conversation—what it means for credit markets, how private credit has evolved, and why due diligence and diversification are key in today's environment. The trio also discusses gold's surge, strong bank earnings, and why market signals still favor a solid finish to the year.Key Takeaways:Credit Spreads – Markets remain steady with limited signs of broad stress.Private Credit Boom – The space has tripled since 2015, creating new risk dynamics.Diversification – Broad exposure cushions isolated defaults or fraud risks.Gold Momentum – Rising prices reflect sticky inflation and rate-cut expectations.Market Sentiment – A cooling VIX and broad participation support a strong Q4 outlook.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Kate Hall:• LinkedIn: Kate HallQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags: #FactsVsFeelings #CarsonGroup #RyanDetrick #SonuVarghese #KateHall #PrivateCredit #Investing #Markets #BullMarket #Gold #MarketInsights #FinancialAdvisors #EconomicOutlook #Diversification

Summary: In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they're calling “Trade War 3.0.” They break down the latest round of tariffs, China's restrictions on rare earth exports, and what this means for markets, global trade, and investors. The conversation also touches on October's trademark market volatility, the three-year anniversary of the current bull market, and Carson Group's exciting milestone of surpassing $50 billion in assets under management. To wrap up, Ryan and Sonu discuss how AI investments are shaping economic growth and why diversification remains key as the market rides this wave of innovation.Key Takeaways:Trade War 3.0: The China trade war is back, with new tariffs and export restrictions creating fresh market uncertainty.Not a Shock: October remains the most volatile month for markets—current swings are historically typical.The Bull's Birthday: The three-year bull market continues to show resilience and momentum heading into year four.Massive Impact: AI-related investment is a key driver of GDP growth, fueling spending, innovation, and market optimism.Connect with Ryan: • LinkedIn: Ryan Detrick • X: @RyanDetrickConnect with Sonu: • LinkedIn: Sonu Varghese • X: @SonuVargheseQuestions about the show? We'd love to hear from you — factsvsfeelings@carsongroup.com#FactsVsFeelings #CarsonGroup #Investing #MarketOutlook #ChinaTradeWar #Tariffs #GlobalMarkets #EconomicTrends #RareEarths #AIMarkets #NVIDIA #OpenAI #StockMarket #FinancialPlanning #MarketInsights

While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Financial, an advisory firm based in Hauppauge, New York, and affiliated with Carson Group, that serves 200 client households. In this episode, he shares how he begins prospect meetings with open-ended “joy” questions to set a nonjudgmental tone and show prospects that his firm is focused on their well-being, not just their finances. Listen in to learn how Larry has built trust before prospects ever book a call, how his values-first mindset has led to a loyal client base, and how he's now intentionally scaling after years of running a lifestyle practice.  For show notes and more visit: https://www.kitces.com/457

This week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals.  Jamie shares his journey from personal tragedy to industry leadership, highlighting how his mother's experience inspired a lifelong mission to expand access to financial guidance. They explore the convergence of wealth management models, the future of trust and estate services, and why firms must invest in people over products. Jamie also discusses his work with the FinServ Foundation, advocating for a more inclusive and sustainable financial industry. In this episode: (00:00) - Intro (02:20) – Jamie's personal “why” for joining the financial industry (06:13) – A career built on passion, scale, and purpose (09:05) – How firm types are converging in today's landscape (13:38) – The challenge of defining and delivering differentiated service (17:33) – What's next: Trusts, estate planning, and digital disruption (19:44) – Why estate planning is the industry's overdue frontier (22:00) – Jamie's mission to give back and shape the next generation (25:18) – Three takeaways for the future of financial advice (27:08) - Jamie's interests outside of work Quotes "Great companies come down to great people. Try to find great people to surround yourself with. You're only as good as they are." ~ Jamie Hopkins "I see firms that want to be everything to everybody, and realistically, you usually cannot be that. That holds you back from some of the growth and scale that you might be looking for." ~ Jamie Hopkins "Wealth management services look more similar everywhere. It's your people for the next decade that are going to distinguish you from anywhere else. So, invest in your people, take care of them, hire great people, find great people, and keep them." ~ Jamie Hopkins Links  Jamie Hopkins on LinkedIn WSFS Bank FinServ Foundation The American College of Financial Services Carson Group  Omani Carson SEI iCapital Trust & Will Wealth.com Wealth Management EDGE Conference Financial Services Institute Schwab Impact conference McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Ryan Detrick, chief market strategist at the Carson Group, says that he expects the stock market to go through "a 4% to 6% normal, mild pullback" in short order, a downturn that he says is likely to be good for the market, helping it get ready to benefit from positive economic news and an eventual cut in interest rates. Detrick says that he expects developed Europe to remain strong, and he believes investors who are heeding market worries should rebalance their portfolios to get back onto their plan, because diversification pays off when a market is touchy about headline events. David Trainer, founder and president at New Constructs, says that while warm Krispy Kreme donuts may make people happy, the company's stock — which he has warned about since it went through its IPO in June 2021 — is stale. He says that this is a meme stock with a negative economic book value and real potential to go to zero. Tom Martin, senior portfolio manager at Globalt Investments, brings his disciplined, earnings-driven approach to stocks to the Market Call.

Ever wondered what it takes to shift from a life of constant striving and grinding to one filled with purpose, balance, and true abundance? Choosing a life of purpose, balance, and true abundance over a life consumed by relentless striving and grinding is a profound journey of self-discovery. This shift challenges the conventional narrative that success is solely defined by external accomplishments and invites us to reflect on the deeper meaning of fulfillment. Ron “Omani” Carson, Founder and CEO of Carson Group, talks about his transformative journey that has taken him from a life of relentless work to a place of profound fulfillment and balance. His pursuit for holistic success has opened doors for him to explore unconventional paths, from psychedelic therapy to biohacking, red light therapy, and the transformative power of intentional living. In this episode of The Greatness Machine, Ron joins Darius to talk about his personal transformation, highlighting a realization that no financial achievement could bring sustained happiness. The conversation also delves into the importance of living with intention, debunking the myth that grinding through life is necessary sacrifice for success. The discussion extends to mindfulness and the significance of self-care.  Topics include: What motivated Ron to pursue a career in financial planning The secret behind the success of Carson Group The importance of aligning the interests of consumers, employees, and shareholders in a conscious capitalism model The concept of abundance versus scarcity Finding and doing what one loves to avoid the myth of paying unnecessary dues The value of intentional living and aligning actions with a deeper purpose Overcoming the scarcity mindset by surrounding oneself with the best people And other topics… Sponsored by: Constant Contact: Try Constant Contact free for 30 days at constantcontact.com. IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness.  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius. Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Ron: Website: https://www.carsonwealth.com/  LinkedIn: https://www.linkedin.com/in/roncarson1 Instagram: https://www.instagram.com/roncarson6/ Twitter: https://twitter.com/rchusker  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Carson Group's Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA's Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space.

Markets are steaming into the summer at all-time highs as the July 9th reciprocal tariff deadline approaches and the Big Beautiful Tax bill has been signed into law, and investors' animal spirits are howling as meme stocks are back in fashion. We go inside the rally with Ryan Detrick of The Carson Group, and stare into the horizon in search of more momentum. Plus, public companies are bingeing on Bitcoin, driving cryptocurrencies back to the Moon. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this week's episode of the Facts Vs Feelings podcast, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Barry Gilbert, VP Asset Allocation Strategist at Carson Group, for an insightful conversation on effective portfolio management strategies. Barry shares valuable perspectives on the importance of teamwork, constructive debate, and making decisive investment decisions based on clear, actionable insights. Ryan and Sonu also discuss the historical strength of the July market, providing investors with context and strategic guidance for navigating the second half of the year.Key TakeawaysJuly Stock Market Trends and Analysis July has historically been strong, with the S&P 500 rising 10 consecutive years in that month, and it's notably the strongest month during post-election years.Impact of Positive May and June Performance Historically, positive returns in both May and June forecast strong market performance for the rest of the year—typically gaining around 9-10% in the final six months.Effective Portfolio Management Insights Barry Gilbert stresses the importance of constructive debate, critical thinking, and conviction-driven investment decisions in successful asset allocation strategies.Carson Group's Investment Philosophy Barry highlights Carson's culture of managing real money through rigorous debate and collaborative decision-making.Investor Guidance and Market Volatility Ryan and Sonu emphasize the importance of maintaining a long-term investment perspective and managing emotional reactions during short-term market fluctuations.Connect with Barry:• LinkedIn: Barry Gilbert• X: @gilbert3142Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #PortfolioManagement #InvestmentStrategies #JulyMarketRally #StockMarketTrends #CarsonGroup #FinancialPodcast #MarketVolatility #RyanDetrick #SonuVarghese

Jon sits down with AMD Chair & CEO Lisa Su at the company's AI event where she unveiled a new raft of AI products. Our Steve Liesman breaks down the day's data, dollar, and yields. Markets in focus with Ryan Detrick of Carson Group and Barbara Doran of BD8 Capital. Plus: Coinbase CEO Brian Armstrong from the Crypto Summit on what's next for the industry, and Menlo Ventures' Shawn Carolan, a Chime board member, on the company's IPO and stock pop.

After some really messy economic headlines for the last few months, we may actually have some good news. To break it down, Nicole is joined by Ryan Detrick, the Chief Market Strategist at Carson Group. Today, Ryan shares some signs he's seeing in the market that nearly always indicate good news ahead… and whether this time could be different.

Markets weigh mega-cap momentum against rising caution with Ryan Detrick of Carson Group and Richard Bernstein of RBA debating. Key takeaways from Nvidia and Microsoft's moves, while Jason Furman, former CEA Chair, breaks down budget bill risks and the deficit. Plus, Dan Niles weighs in on tech and the economy and why he sees fresh lows later this year and our Leslie Picker on the quiet race to succeed Jamie Dimon.

Carson Group's Ryan Detrick and Payne Capital's Courtney Garcia break down today's huge rally, with the major averages regaining all of Monday's big losses. A packed slate of earnings led by Tesla. Wedbush's Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker's numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings. 

 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision.    Things You'll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael's background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson's first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. proprietary sourcing [00:10:30] Key differences between internal and external M&A transactions [00:12:00] The case for buyer-led M&A: process control and long-term outcomes [00:17:30] How Carson builds proprietary pipeline using data, outreach, and coaching [00:20:00] Structuring outreach and qualifying prospective sellers [00:22:30] Building trust in the process and winning deals beyond valuation [00:31:00] Integration strategy and Carson's one-stage close model [00:35:00] Managing 14 deals in one year with a lean team and specialized roles [00:37:00] Why Carson adopted DealRoom to streamline pipeline and diligence [00:41:00] How to reduce seller fatigue and coach through diligence [00:44:00] Culture fit as a non-negotiable deal criterion [00:50:00] The craziest thing Michael's seen in a deal [00:52:00] What sellers do after exiting—and why finding your “next” matters

 Ron “Omani” Carson, Founder and Chairman at Carson Group | Founder of Omya We sit down with Ron “Omani” Carson, founder of Carson Group, for a wide-ranging conversation about transformation—both professional and personal. From launching a financial services firm out of a college dorm room to building a national platform with over $30 billion in assets under management, Omani shares the gritty beginnings, his early lessons in love affair marketing and systemization, and why his first M&A deal nearly broke him. But the real story unfolds around age 50, when Omani underwent a profound mindset shift—from fear and scarcity to love and abundance. This new lens on leadership reshaped Carson Group's culture, unlocked purpose-driven M&A, and set the stage for launching Omya, his newest venture focused on helping entrepreneurs align joy, legacy, and impact. This episode is more than M&A—it's a masterclass in reinvention, authentic leadership, and building businesses that matter.   Things you will learn: How to scale a firm through systemization and “love affair” client marketing What went wrong in Carson Group's first M&A deal—and how they rebounded How trauma and personal evolution can drive professional reinvention What “conscious capitalism” looks like in a modern financial firm   _______________ What is the Buyer-Led M&A™ Virtual Summit Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit ________ Episode Chapters:  [00:01:00] Dorm room origins and cold-calling farmers in Nebraska [00:07:00] Early success, burnout, and chasing money without fulfillment [00:10:30] Love affair marketing, process systemization, and client growth [00:18:00] Lessons from their first M&A deal: culture clash, team turnover, missed red flags [00:23:30] Partner program and minority investments: a better M&A model [00:27:00] Personal transformation at age 50 and the birth of “Omani” [00:35:00] Embracing spirituality, mental wellness, and psychedelic therapy [00:40:00] Impact investing, farming regeneration, and the trillion-dollar goal [00:46:00] How Carson's culture shifted—and made M&A better [00:51:00] 7-day water fasts, health optimization, and living life with intention [00:55:00] The craziest M&A moment: the painful first acquisition

In this special episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Jess Menton, Senior Reporter at Bloomberg News, and Kate Hall, VP, Alternative Due Diligence, at Carson Group. The conversation explores career growth, industry challenges, and what the future holds for female leaders in financial services.Key Takeaways:The importance of representation: Women in leadership serve as role models, paving the way for future generations.Overcoming industry challenges: Jess and Kate share personal experiences navigating male-dominated spaces in finance.The power of mentorship: The guests discuss how building strong networks and mentorship opportunities are key to helping advance women in the industry.Market insights: The panel discusses economic trends, investing strategies, and the current state of the markets.Advice for the next generation: The group talks about how to encourage young women considering careers in finance and how the industry can better support them.This is more than just a market discussion—it's about leadership, resilience, and the future of finance.Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Jess Menton:LinkedIn: Jessica MentonX: @JessicaMentonConnect with Kate Hall:LinkedIn: Kate K. HallHashtags#FactsVsFeelings #MarketTrends #Economy #FedPolicy #StockMarket #Turkey #InterestRates #Inflation #Investing #LaborMarket

Carson Group's Ryan Detrick and Evans May Wealth's Brooke May break down the latest market trends and today's big rally. Morgan Stanley Global Chief Economist Seth Carpenter weighs in on the economy and impact of tariffs talk. Twilio CEO Khozema Shipchandler discusses AI's impact on business—and how the company is using AI internally to drive efficiency. Alan Ratner, Managing Director at Zelman & Associates, analyzes KB Home's earnings. Plus, former Intel CEO Pat Gelsinger gives his first interview since being ousted from the helm of the chipmaker and an inside look at how China is courting US CEOs (again) with our Eunice Yoon.

How can technology improve financial services without losing the essential human connection?  Dani Fava offers her knowledge and vision for a future where innovation meets empathy. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships. Dani discusses: Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities How AI is already integrated into daily life and its potential for enhancing client-advisor communication Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services The role of empathy and human connection in the financial advisory profession as technology continues to advance And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dani Fava:  LinkedIn: Dani Fava X: Dani Fava Website: Carson Group About our Guest: Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group,  dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed's stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a necessary part of investing.Ryan and Sonu discuss:Tariffs create uncertainty, but history shows markets adapt.The Fed's rate cut timeline may be delayed due to inflation concerns.Fiscal policy could offset the impact of tariffs, especially with potential tax cuts.Despite uncertainty, broadening market trends and strong corporate earnings remain positive.February has historically been weak post-election, but the long-term outlook remains bullish.Resources: ●         Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com  Connect with Ryan Detrick:  ●         LinkedIn: Ryan Detrick●         X: Ryan Detrick Connect with Sonu Varghese:  ●         LinkedIn: Sonu Varghese●         X: Sonu Varghese Publishing Tags: #FinancialMarkets #Investing #StockMarket #Economy #Tariffs #TradeWar #Inflation #FederalReserve #InterestRates #MarketTrends #InvestmentStrategy #GlobalEconomy #StockMarketAnalysis #EconomicPolicy #PersonalFinance #FinancialPlanning #InvestorEducation #MarketVolatility #Trading #WealthManagement #FinancePodcast

Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical.How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of diversification in portfolios. They also discuss the implications of AI for productivity, technology sector competition, and global markets.Ryan and Sonu discuss: The emergence of DeepSeek, a cost-effective and open-source AI competitor, and its implications for the AI marketU.S. and Chinese competition in technology innovation and the broader economic significance of AI advancementsThe impact of AI cost reductions on accessibility, productivity, and business adoption across sectorsRecent market trends, including the role of technology stocks, mid-cap performances, and financial sector growthThe broader economic outlook, emphasizing the benefits of AI-driven cost efficiencies for the economy and the importance of maintaining diversified investment strategiesAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

What makes a client relationship truly exceptional in today's financial world?In this episode, Ana Trujillo Limón, Director, Editorial, chats with Larry and Denise Sprung from Mitlin Financial about crafting a world-class client experience. The Sprungs share the heartwarming story behind their firm's name and reveal how their approach goes beyond traditional client interactions by treating each client as a part of the family through personalized service and proactive communication.Larry and Denise discuss: The importance of integrating family values into financial services (03:15)Building personalized client experiences that exceed expectations (08:45)The backstory behind Mitlin Financial's founding and philosophy (17:10)Practical tips for financial advisors to enhance client relationships (24:00)Creating a legacy of trust and integrity in financial planning (30:20)And moreResources:joyfuladvisor.comConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Larry and Denise Sprung:Larry SprungLinkedIn: Larry SprungFacebook: Larry SprungTwitter: Larry SprungDenise SprungLinkedIn: Denise SprungMitlin Money Mindset PodcastAbout Our Guests: Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients' portfolios as they work toward reaching their financial objectives.Larry is also the host of the Mitlin Money Mindset™, a podcast that's all about getting your mind right when it comes to all things money.Outside the office, one of Larry's greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. Denise Sprung is passionate about promoting sound and accurate financial education. She believes financial literacy is essential for the next generation and takes pride in supporting Mitlin Financial, Inc.'s mission to use its platform to educate and empower others.With over a decade of marketing experience, Denise brings a wealth of expertise to Mitlin Financial. As the founder and operator of a trademarked blog with a large social media following, she excels in delivering content that keeps clients informed and provides valuable insights into the financial world.Beyond finance, Denise is deeply committed to helping others. She serves as the co-chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention, established in memory of her brother Keith, who died by suicide in 2004. Each May, Denise organizes a mental health awareness book fundraiser, where participating authors donate a portion of their sales to the fund. Since its inception, the fund has raised over $1.7 million and has made a significant impact by sharing Keith's story and fostering meaningful conversations around mental health.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the surprising strength of markets, the potential impact of tariffs and a stronger dollar, and the outlook for inflation in 2025. They highlight key data and trends that show resilience and opportunities in the economy despite widespread skepticism.Ryan and Sonu discuss: The recent broad market strength, particularly in small and mid-cap stocks, and the implications of improved market breadthWhy inflation metrics, especially core CPI, show improvement and the role of lagging indicators like shelter costs and motor vehicle insuranceThe influence of tariffs and a strengthening dollar on U.S. manufacturers, earnings, and inflation expectationsResilience in the labor market, including trends in part-time workers and construction jobs, suggesting economic stabilizationPolicy uncertainties, including President Trump's potential tariffs on Canada and Mexico and their possible effects on global trade and marketsAnd more!Resources:Download the full Market Outlook 2025 here.Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com ROMA CollectiblesConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.Ryan and Sonu discuss: Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equitiesObservations on U.S. economic resilience driven by consumer balance sheets and productivityPotential risks from interest rates, housing market stagnation, and a strong dollar's effects on exports and earningsAnticipated Fed rate cuts and inflation trends tied to real estate and wage growthStrategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectorsAnd more!Download the full Market Outlook 2025 here.Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

What does it truly mean to provide a world-class client experience?In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching.Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting impact on client relationships. Ana and Sarah discuss: The significance of creating a world-class client experiencePowerful components that shape exceptional client interactions Strategies for enhancing onboarding processesLeveraging technology to meet modern client expectations The role of continuous education in client relationships Effective ways to collect and act on client feedbackAnd moreConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Sarah Cain:Carson Group LLCBeneForzaLinkedIn: Sarah CainCalendly: Sarah CainAbout Our Guest: Sarah Cain is passionate about using proven strategies to help business owners create and grow strong businesses that balance purpose and profit.  She challenges successful entrepreneurs to build more sustainable businesses and is a strong advocate for B Corp certification.Prior to joining Carson Group Coaching in 2016, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination. Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services.In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up.Joanna and Leah discuss:Encouraging women to authentically show up, build networks, and seek genuine connectionsThe challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolationThe importance of sharing insights and experiences to foster collective success and support future generations in financial servicesCelebrating milestones, both personal and professional, as a way to build confidence and a sense of communityRedefining success by creating balance, authenticity, and joy in both personal and professional livesAnd more!Connect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Leah Alter and Joanna Ehresman:Website: WomenShare PodcastYouTube: WomenShare PodcastLinkedIn: Leah AlterLinkedIn Joanna EhresmanAbout Leah Alter: Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA.At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals.Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website.A passionate marketer, Leah is dedicated to helping her clients succeed.About Joanna Ehresman: Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare, leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact.Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results.Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Are your goals big enough to bring transformation, not just transactions, into your life?This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potential. J.J. unravels the art of goal-setting, emphasizing the mindset's role in overcoming challenges and the importance of having a clear, compelling vision. This episode is packed with insights for financial advisors and anyone ready to take their aspirations to the next level!J.J. Peller discusses:(03:06) Why setting a grand vision is pivotal for success(08:04) The importance of mindset in achieving big goals(12:08) Personal anecdotes about doubling goals and the impact(17:45) The significance of accountability and mentorship(19:19) Strategies for committing fully to your goalsAnd moreResources:Be Useful: Seven Tools for Life by Arnold SchwarzeneggerThe Science of Change by Dr. Richard E. BoyatzisConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with J.J. Peller:Carson CoachingJ.J. PellerLinkedIn: J.J. PellerAbout Our Guest: J.J. Peller helps ambitious, driven, growth-minded financial advisors maximize their potential so they can thrive in life and business. He believes that human potential is virtually limitless. Like 99.99% of people around the world, most have only scratched the surface of their greatest potential—a category J.J. acknowledges he is in as well. J.J. is passionate about using his coaching skills to help financial advisors tap more of their potential, enabling them to deliver even greater value to even more people. He started his career as a financial advisor and witnessed firsthand the importance and meaningful impact financial advisors have on people's lives. Over time, J.J. realized his personal gifts, skills, and passions aligned more with helping advisors nationwide become the greatest version of themselves, so they can serve their clients at the highest level possible. Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Is your client experience helping you grow—or driving business away?Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in a digital-first world.Drawing from her client strategy and business growth expertise, Tammy also shares actionable steps for creating exceptional experiences that keep clients thriving and engaged.Tammy discusses:How consistent service models and strategic client segmentation could define and elevate client experience excellence, ensuring maximum impactThe value of leveraging advisory councils to gather client feedback, uncover blind spots, and focus on what matters most to clientsWays to optimize time and efficiency by delegating routine tasks and using AI-driven tools for personalized communications and seamless meeting follow-upsThe role of transparency in building trust, including how addressing mistakes honestly strengthens client relationships and loyaltyStrategies for implementing meaningful changes, such as focusing on one or two key improvements annually for sustainable growthHow technology and human interaction can create a standout client experience in a digital-first worldAnd much more!Resources:ZocksMorningstarEp. 194: Tammy Breitenbach: Helping Advisors Transition Their BusinessConnect with Ana Trujillo Limón: LinkedIn: Ana Trujillo LimónCarson Group LLCConnect with Tammy Breitenbach:LinkedIn: Tammy Breitenbach, ACC, MBACarson Group LLCAbout Our Guest: Tammy Breitenbach, ACC, MBA, is an Executive Business Coach at Carson Coaching. Tammy finds a business' unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw absolute satisfaction from their practices – that includes running a business that functions well to support their more significant wants and purpose in life. Before joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff to help them grow stronger, more profitable businesses.Send us your questions; we'd love to hear from you! Email us at framework@carsongroup.com.

This week, Ash is joined by Ron Omani Carson, founder and chairman of Carson Group, and a visionary in personal and professional development.   Ron and Ash dive deep into Ron's journey from humble beginnings on a farm to becoming a celebrated financial advisor and entrepreneur. They explore how financial struggles ignited Ron's ambition, but also the personal sacrifices he made along the way. Ron reflects on the pivotal moment following his mother's passing, which pushed him to seek more balanced, meaningful goals beyond traditional success metrics.   But that's just the start. Ron shares how psychedelics have been a powerful tool in his personal growth, offering breakthroughs in self-awareness and acceptance. He discusses the importance of breaking societal biases and shares heartfelt stories of family members embracing these transformative experiences. If you're seeking to reset your mindset and align with a deeper purpose, this episode is full of wisdom and actionable insights you won't want to miss!   In This Episode, You'll Learn: How to shift from chasing traditional success to seeking meaningful goals. The transformative power of psychedelics in personal growth and self-awareness. Insights into overcoming societal biases and embracing new perspectives. The importance of resetting your mental and physical systems through spiritual exploration. Strategies for facing fears, including the fear of death, with courage and self-love. How to align your ego with your soul for authentic relationships and fulfillment.   Connect with Ron Omani Carson Linkedin: https://www.linkedin.com/in/roncarson1?trk=public_post_feed-actor-name Instagram: https://www.instagram.com/roncarson6/?hl=en Website: https://www.carsongroup.com/ Connect with Ash: https://www.instagram.com/ashleystahl/ Want to become a professional speaker and skyrocket your personal brand?  Ashley's team at Wise Whisper Agency offers a done-with-you method to get your signature talk written and booked and it's helped more than 100 clients onto the TEDx stage! Head over to WiseWhisperAgency.com/speak Oracle: Want to do more and spend less?  Take a free test drive of OCI at oracle.com/yourturn