Podcasts about cepa

The founder doing everything is why a business gets off the ground. It's also why it stops growing. Gwen Taniguchi, partner at Peek Advisory Group and a CEPA, has seen what happens when a founder mistakes being needed for being valuable. In this episode, she shares one dependency every business should eliminate first, the subtle signs that you're still more involved than you think, and what to fix before it costs you at exit. Topics discussed: (00:00) Introduction (01:19) Her path into operations and exit planning (07:01) The one dependency to eliminate first (09:58) Why founder dependency puts your team at risk (11:34) The link between owner involvement and valuation (15:26) Signals of founder dependency (18:16) Confusing activity with progress (21:04) The red flag she spots in the first hour (24:01) What good leaders do differently (25:57) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ 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 About Our Guest:  Gwen Taniguchi is Partner & Operations Advisor at Peek Advisory Group, a Certified Exit Planning Advisor, and a former fractional COO. Gwen helps owners strengthen the financial and operational structure behind their business so they can make better decisions, reduce chaos, and build something that is more scalable, valuable, and less dependent on them. Connect with Gwen Taniguchi: Website: https://peekadvisory.com/ Instagram: https://www.instagram.com/gwentaniguchi/ Facebook: https://www.facebook.com/gwentaniguchi LinkedIn: https://www.linkedin.com/in/gwentaniguchi/ 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

In almost every episode of this series, the money was actually fine. The math worked. So what held people back? In this wrap-up episode, Joe names the thing that sits underneath the numbers, and explains why the final decision to retire is rarely just a financial one. The plan comes first, always. But here is what happens for a lot of people: the math says yes, and they still do not move. At that point, the real question was never whether they could afford to retire. It was whether they were allowed to stop, and who they would be when they did. Joe wraps up this unofficial series by walking through the emotional work that has to happen alongside the financial work, with real client examples that show just how many different paths there are to finally making the move.   In This Episode When the numbers work but you still will not pull the trigger, it is worth being honest about why. The one more year crowd, the business owner worried about clients and staff, the person who does not know what they would do with themselves - these are emotional questions, not financial ones, and they deserve the same serious attention as the spreadsheet. A useful framework: you can only have three true priorities at any one time. If work has been one of yours and suddenly it is gone, you have an empty slot. Part of getting ready to retire is deciding on purpose what fills it - before you get there, not after. There is no single right path. One client keeps working because the work genuinely fits his life. Another needed a succession plan in place before she could let go. Another just needed to see the numbers to give herself permission to even imagine what else was possible. Plenty land somewhere in between, doing part-time consulting that funds the bigger trips without touching the core plan. The question worth sitting with is not just what you are retiring from, but what you are retiring to. A plan can hand you the financial freedom, but only you can decide what you do with it. The order matters: get the plan right first so you know the numbers work, then do the second piece of work with equal seriousness. Get honest about whether you like what you are doing. Figure out your new priorities. And give the emotional preparation the same attention you gave the saving.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Next Steps: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Join us for a lively conversation with James Vanreusel, founder of Vanreusel Ventures, as he shares his unique journey from stock market enthusiast to math major to Wall Street and microfinance leader. James opens up about helping organizations from startups to global nonprofits build strong financial foundations, and he doesn't hold back on the hard-learned lessons of managing his own firm's books.Get insider advice on navigating today's rapidly changing finance landscape, including when to upgrade your team, the evolving role of fractional experts, and how to make sure your financial processes keep pace with technology. Listen in as James unpacks the real-world impact of AI in accounting, offers tips on using new tools like Claude and shortcut.ai, and explains why learning these skills now can boost your career. Whether you're leading a growing team or just passionate about leveling up your finance game, this episode offers actionable takeaways with a fresh, honest perspective.

Accessing cash, building savings, and planning for retirement all involve choices between what we need today and what we may need tomorrow. We begin with securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Next, we examine Radish, a proposed employer-funded savings plan designed to help workers save without contributing from their paychecks and consider how it compares with 401(k)s, pensions, and cash compensation. Finally, we look beyond the alarming headlines surrounding Social Security to explain what the projected shortfall could mean for Gen X — and how investors can prepare for an uncertain outcome without assuming their benefits will disappear.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks August 8, 2026  |  Season 40, Episode 32Timestamps and Chapters5:05: Borrowing Against Your Portfolio: Strategic Liquidity or Risk on Top of Risk?25:39: Could Radish Take Root? A New Approach to Workplace Savings36:35: Will Social Security Be There for Gen X? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

In this episode of Poised for Exit, Kari Voorhees, founder and president of Voorhees Law Group, estate planning attorney, and fellow CEPA, explains why estate planning must be integrated into the broader exit planning process. Kari shares how her father's brain cancer diagnosis led him to sell his successful trucking company in a panic, without a valuation or a qualified advisory team, and how the poorly structured transaction left him facing significant legal and financial consequences.Kari discusses how exit advisors can help business owners identify gaps between their estate plans, corporate documents, and long-term transition goals. She explains why advisors should review trusts, buy-sell agreements, operating agreements, stock ownership, and business real estate together, while also considering how family members, trustees, and business partners will work together if the owner dies or becomes incapacitated.The conversation also explores the risks of delaying these decisions until a health crisis or unexpected death forces action. Through real client examples, Kari illustrates why business owners need plans for incapacity, access to company finances, leadership continuity, and the eventual transfer or sale of the business. She emphasizes that effective estate planning is not simply about creating documents. It requires thoughtful conversations and coordination among the owner's trusted advisors.Connect with Kari Voorhees hereLearn more about Voorhees Law Group hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

The go-go years are real. But does that mean you should spend everything early and hope for the best? Not quite. In this episode, Joe adds the honest counterweight to the last few weeks of conversation, because building a plan around a fixed timeline is its own kind of risk. The go-go, slow-go, and no-go phases of retirement show up on average. But that phrase - on average - is doing a lot of work. Some people stay active and adventurous well into their 80s. Others slow down earlier than expected. Spending in later years does not always drop; sometimes it just changes shape, moving from active travel to river cruises, or from personal spending to helping family. And health costs can push spending right back up at the end. Joe explains why flexibility beats trying to predict the future, and how to build a plan that holds up no matter which version of retirement you actually get.   In This Episode The go-go, slow-go, and no-go phases are a pattern, not a schedule. Nobody gets a warning when one phase turns into the next, and your own timeline may surprise you in either direction. The retirement spending smile means spending often rises again near the end of life, driven by health and care costs. A plan that assumes spending just falls off a cliff halfway through retirement is planning for a curve most people do not actually follow. Later spending does not always shrink, it often shifts. Travel moves from active itineraries to river cruises. Gifts and support to children and grandchildren step in where other spending steps back. The budget changes shape more than it disappears. A guaranteed income floor lets you take bigger trips or make larger purchases with confidence, because you know the essentials are covered no matter what. For people who lean toward the income protection retirement income style, this floor is what finally makes spending feel safe. The guardrails approach builds in room to adjust without requiring you to rethink your spending every year. When things are going well, you live fully. If the long-term picture shifts in a meaningful way, you make a small correction. That flexibility protects you in both directions.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Next Steps: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

☃️ Terminaron las vacaciones de invierno, pero las clases no arrancan. El SUTEF decretó paro por tiempo indeterminado y hoy habrá movilizaciones en las tres ciudades.

Technology continues to shape both the markets and the investment landscape. We begin with a look at the week's biggest headlines—from Apple's new leasing strategy and a strong earnings season to renewed pressure on global semiconductor stocks. After the break, we discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and liquidity. We look at the tradeoffs behind every investment decision, why you can't compare your portfolio to the benchmark, and your asset allocation really needs to start with your financial plan.Finally, we talk about several high-profile prediction market cases and what they reveal about market integrity, manipulation, and the value of information.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks August 1, 2026  |  Season 40, Episode 31Timestamps and Chapters5:44: Market Roundup: AI, Apple, and the Chip Race37:12: You Can't Have It All: Investment Tradeoffs51:37: Can Prediction Markets Be Manipulated?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Two people can have the exact same amount of money and the exact same retirement, and one spends comfortably while the other can barely bring themselves to touch it. A big part of what separates them comes down to where the money comes from, not how much. In this episode, Joe explains why guaranteed income changes the spending experience entirely, and how to build more of it into your plan. Drawing from a portfolio feels different than receiving a paycheck, even when the plan says you are completely fine. One feels like income. The other feels almost like a loss. Joe walks through why this matters so much, how your retirement income style shapes the experience you will have in retirement, and what the practical options are for building a guaranteed income floor that finally gives you permission to spend.   In This Episode Guaranteed income feels like a paycheck, and a paycheck is something you have been comfortable with your entire working life. Drawing from a portfolio, by contrast, means watching your balance tick down every time you spend. Even if the plan says you are fine, it just feels different. Understanding your retirement income style matters before you build anything - and so does knowing your spouse's style, because the careful saver who still cannot loosen up in retirement is not just making a decision for themselves. There is a partner who has been patient for a very long time. Delaying Canada Pension Plan (CPP) and Old Age Security (OAS) is often mathematically optimal, but for someone who cannot spend comfortably until guaranteed income is flowing, waiting until 70 might mean sitting on your hands through your entire go-go window. The mathematically perfect answer is not always the right answer. For people in the income protection retirement income style, an annuity can build the guaranteed floor they need - either as a bridge to larger CPP and OAS payments later, or as a lifetime income stream. Almost everyone says they wish they had a defined benefit pension, but very few will take the option to effectively buy one. The payoff from good income planning is not a bigger return. It is permission backed by a plan: not stressed about money, finally doing the things you always talked about, with the evidence to support that spending the money is going to be okay.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Next Steps: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Vice President of buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways:→ How buyAUM.com matches financial advisors with the right buyers.→ Why buyAUM.com focuses on deep conversations and understanding the seller's needs.→ How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important.→ Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations.→ How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/Instagram: https://www.instagram.com/buyaum/LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/

Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping clients achieve their financial goals.

HEADLINES:• Riyadh Stays Silent as Trump Adds Last-Minute Condition to Nuclear Deal • Kalshi Threatens Netflix Over 'Misleading' Prediction Market Documentary Trailer • UAE, Canada Complete Record-Breaking CEPA Talks as Trade Ties Deepen • Egyptian Billionaire Naguib Sawiris has defended UAE's Mohamed AlAbbar Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

العناوين:• الرياض تلتزم الصمت بعد شرط ترامب الجديد للاتفاق النووي• Kalshi تهدد Netflix بسبب إعلان وثائقي وصفته بالمضلل• الإمارات وكندا تنهيان مفاوضات اتفاقية CEPA في وقت قياسي• الملياردير المصري نجيب ساويرس يدافع عن محمد العبار

Podcast Episode Description "A successful exit isn't about leaving your business. It's about leaving the world a better place after you leave it." Host Laurie Barkman welcomes back Scott Snider, President of the Exit Planning Institute — the organization behind the Certified Exit Planning Advisor designation and the Value Acceleration Methodology — for a return conversation four years in the making.  Since their last episode in 2022, EPI has grown from 3,000 to 11,000 CEPAs, Scott has navigated his own leadership succession from his father Chris, and the exit planning profession has undergone one of its most significant evolutions yet.  Scott and Laurie unpack what has changed — and what hasn't — about how business owners think about exit planning, why personal planning remains the weakest leg of the stool, and why exit strategy and business strategy are not two separate conversations. Key Insights: The leadership transformation nobody talks about is the internal one. Scott went from a militant, gritty leadership style — forged running a landscape construction company — to leading a 56-person team of highly educated, motivated professionals who needed to be led completely differently. His biggest surprise? Discovering he was capable of leading with empathy, grace, and love. The style that built his first business would have destroyed this one. Decades of success does not equal transferable value. Business owners can have profitable products, great people, loyal customers, and a lifestyle they love — and still have nothing a buyer actually wants. Scott draws a sharp line between income and value, between success and significance. The gap between the two is exactly why exit planning exists — and exactly why owners keep kicking the can. Baby Boomers, Gen Xers, and Millennials are asking completely different exit questions. Baby Boomers — who own 51% of privately held companies at an average age of 67 — are navigating a 50-year identity crisis. Gen Xers want out early so they can actually live, with 38% between 45 and 59 planning to exit earlier than their predecessors. And Millennials have grown up inside value acceleration thinking — they're already building to sell. Personal planning is still the weakest leg of the stool — and that needs to change. Despite all the evolution in exit planning since 2005, personal planning remains the area most business owners defer, dismiss, or avoid entirely. Scott's challenge to the profession: stop treating it as the soft stuff. Who am I with and without my business is the most important question a founder can answer — and most never do. Exit strategy and business strategy are the same conversation. Every decision a business owner makes today is already affecting their future exit value. Scott reframes the entire conversation: instead of positioning exit planning as something you do when you're ready to leave, position it as what makes your business stronger, more financeable, and more valuable right now. The foot in the door is helping owners grow a better company — the exit conversation follows naturally. The profession is growing — but awareness is still the biggest gap. With 11,000 CEPAs and a path to 20,000, EPI's CEPA credential could become the second largest professional credential in the country. But even at 20,000, it would still be a fraction of the 250,000 CFPs. The next five years are about activation — helping advisors start the conversation with owners earlier, and meeting owners where they are before a triggering event forces their hand. Chapters: 00:04 Introduction and Four Years Later — What's Changed 01:56 Welcome Back: Scott Snider Returns to Succession Stories 02:57 What Scott Did When He Got the Baton at EPI 04:10 First Year Priorities: Structure, People, and Culture 05:58 The Challenge of Succeeding a Founder — Even a Non-Traditional One 09:28 The Biggest Personal Surprise of Scott's Leadership Journey 10:55 Head, Heart, and Wallet: The Balance of Leadership 12:16 How the Exit Planning Conversation Has Evolved Since 2022 14:34 Are Business Owners Asking Different Questions Today? 17:00 Gen X, Baby Boomers, and Millennials: Three Different Exit Mindsets 19:18 The Biggest Misconception About Exit Planning That Still Frustrates Scott 22:19 Personal Planning and the Card Sorting Exercise 25:13 Decades of Success But Zero Significance — Why Owners Kick the Can 26:15 What Needs to Happen to Make Exit Planning Mainstream 29:50 How Advisors Should Start the Conversation With Business Owners 30:32 Exit Strategy IS Business Strategy 32:42 Lightning Round: Books, Advice, and Finishing the Sentence 34:13 What Scott Hopes His Dad Would Say About the Last Four Years

Buying a home, building good credit, preparing for retirement, and navigating the markets all require looking beyond today's headlines. Shanna Squires of Henssler Mortgage Advisors joins us to explain what actually happens during the mortgage process — from pre-approval to closing — including why pre-approval may not always be what you can afford, why lenders ask for so much documentation, and how your mortgage lender should be working with you every step of the way  before getting the keys.After the break, we also explore the growing divide in consumer credit, as more Americans achieve top-tier credit scores while others struggle with record credit card balances and how it mirrors our K-shaped economy.We examine the changing realities of retirement as more Baby Boomers choose to upsize instead of downsize, reflecting a shift toward multigenerational living, entertaining, and homes designed to support aging in place.We close with a look at the latest earnings season, why investors are becoming more selective about companies' AI spending, and whether the other 493 companies in the S&P 500 can help broaden market leadership. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks July 25, 2026  |  Season 40, Episode 30Timestamps and Chapters6:36: Inside the Mortgage Process24:16: A Tale of Two Credit Economies33:41: Aging in Place—or Living Larger44:05: Investors Questioning AI SpendingFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

If the best years of retirement are front-loaded, why do most retirement income plans hand you the same inflation-adjusted number every single year for 30 years? It doesn't match how anyone actually lives. In this episode, Joe walks through a better approach; One that spends more when you can enjoy it, eases off when you naturally slow down, and still holds up when life throws a curveball. The 4% rule is a useful starting point for a conversation, but it is not a plan. Neither is any flat withdrawal number. They assume your spending climbs in a straight line for three decades, which ignores the real shape of retirement entirely. Joe introduces the guardrails approach: a way to build a retirement income plan that matches how life actually unfolds, gives you clear signals for when to pull back and when you have room to spend more, and handles the moving pieces most real retirements have.   In This Episode A projection draws a straight line and gives you a number. A real plan tells you what you can spend right now, and exactly how to adjust if your situation shifts in either direction. The guardrails approach works like guardrails on a road: as long as you stay between them, keep going. If your spending or portfolio drifts toward one edge, that is a signal to make a small correction before things go off course. If you drift past the top, that is a signal you have more room than you need. This approach front-loads spending into the go-go years on purpose. The plan does not pretend you will be taking the same trips at 85 that you are taking at 65. When your retirement has moving parts - a delayed Canada Pension Plan (CPP) or Old Age Security (OAS), a rental property you plan to sell, a travel budget that will wind down - a flat withdrawal number has no idea what to do with any of that. A guardrails plan handles it because it is always looking at the whole picture. The whole thing can fit on a single page: where you stand, when you would adjust, and in which direction. That is what turns something abstract into something you can actually hold on to.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Next Steps: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

What happens when you sell your company, deposit more money than you've ever had, and immediately feel worse than before?Sam sits down with Jerome Myers, Certified Exit Planning Advisor, founder of Exit to Excellence, and author of Your N.E.X.T.: Finding Fulfillment After Your Exit. Jerome built a $20 million division from zero in a single year inside a Fortune 550 company, walked away on principle, then later discovered what he calls the Founder's Exit Paradox: founders who win on paper and quietly fall apart afterward. He now coaches founders through what comes after the transaction: the identity loss, the relationship collapse, and the spending paralysis that no advisor prepares them for.In this conversation:Jerome's origin story and the $2B founder who said he still hasn't beaten his crisisWhy 60% of the people you spend the most time with vanish after an exitThe Transaction Illusion and why money only solves two levels of Maslow's hierarchyThe mountain metaphor: ascent, summit, and the descent nobody talks aboutWhy $15M in cash can feel smaller than $3M a year in incomeWhat happens when operators become capital allocators overnightJerome's Five Scars of Success and the $44M client who wouldn't take a vacationWhy Die with Zero changed how his clients think about spendingThe scholarship text on Mother's Day and what fulfilled founders actually spend onThe purpose formula founders already know but forget to apply to themselvesTopics covered: exit planning, founder psychology, post-exit depression, identity crisis, transaction illusion, hedonic treadmill, capital allocation, Maslow's hierarchy, private equity, founder fulfillment, giving policy, buy box, accredited investors, wealth management, entrepreneurshipGuest: Jerome Myers, CEPA, MBA, Founder, Exit to Excellence | https://www.linkedin.com/in/jeromemyersNewsletter: https://www.mechanicsofmoney.coWebsite: https://silvermancapital.comSubscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth.#exitplanning #founderpsychology #postexitlife #transactionillusion #mechanicsofmoney #wealthmanagement #privatemarkets #entrepreneurship #founderexit #capitalallocation

This week on Henssler Money Talks, we're cutting through the noise to focus on the financial issues that could have the biggest impact on your decisions.We begin with a look at the latest market headlines—from CPI data and the start of earnings season to Federal Reserve testimony on inflation and uncertain progress in the U.S.–Iran ceasefire.Then we answer a listener's question many homeowners are asking: If you've locked in a 3% mortgage, should you stay put or move anyway? Sometimes the best financial decision isn't the right decision for your lifestyle. We'll also revisit some of the financial advice that has become accepted as fact and discuss how changing markets, interest rates, and modern lifestyles have challenged some of the guidance investors have heard for decades.Finally, we'll examine why Ponzi schemes continue to fool investors, the warning signs to watch for, and practical steps you can take to help avoid becoming a victim.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks July 18, 2026  |  Season 40, Episode 29Timestamps and Chapters4:43: What's Moving the Markets?14:29: Is Now the Wrong Time to Move?25:06: Does Yesterday's Financial Advice Still Work Today?39:42: When an Investment Is Too Good to Be TrueFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

"One more year." It sounds responsible. But after a lot of these conversations, Joe has come to believe it usually has very little to do with money. In this episode, he pulls this apart and explains why the timing of your retirement matters more than most people realize. Most people picture retirement as one long, even stretch. But the research and the real client stories tell a different story: retirement comes in phases, and the best years tend to be front-loaded. When someone says they'll work just one more year, the question worth asking is what is really behind that thinking. Sometimes one more year is exactly the right call. But more often, it is fear wearing a money costume. Fear of the unknown, fear of drawing down what you have built, or fear of who you will be without the job. None of those fears get solved by working longer. Joe walks through how to tell the difference, and what to do about it.   In This Episode Retirement spending tends to come in three phases: the go-go years, the slow-go years, and the no-go years. Most of the living gets front-loaded into the first five to ten years, which means timing genuinely matters. Sometimes one more year is the right move, and the only way to know is to do the actual planning so you can see where you stand rather than guess. More often, one more year is a way to avoid looking at the numbers altogether. If you never do the plan, you never have to face the answer. The cost of an unnecessary extra year is not just the year. It is a year out of your go-go window - health, energy, and time you are not going to get back. Before you decide on one more year, you need to know what you are retiring to. If retirement feels like a cliff, the answer is not to keep working indefinitely. It is to figure out what gives your days meaning on the other side. About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement. Newsletter: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Next Step: Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Selling a business can be financially successful and still leave an owner unprepared for what comes next. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter. Key Takeaways: · A successful business exit requires personal planning in addition to business and financial preparation. · Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. · Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. · Growing a company intentionally requires attention to human, customer, structural, and social capital. · Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business. Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe. Connect With Scott: Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA Learn more about your ad choices. Visit megaphone.fm/adchoices

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA   Learn more about your ad choices. Visit megaphone.fm/adchoices

Planning for the future isn't just about growing your wealth — it's about making thoughtful decisions for how it's managed, transferred, and used to benefit the people you care about most. This week, we explore the financial and legal decisions that can shape your family's future, from estate planning fundamentals to new ways of saving and investing for the next generation.In this month's Estate Essentials, estate planning attorney Kyle Rinaudo explains why a will is only one piece of a complete estate plan. We discuss the essential documents that work together to protect your family, provide for loved ones, and help ensure your wishes are carried out.Next, we break down one of the newest savings opportunities for families: Trump Accounts. Who qualifies for the new government-funded accounts? How do they work? And where might they fit alongside other long-term savings strategies for children and grandchildren? We'll separate the headlines from the practical considerations.Finally, we answer a listener's question about custodial accounts for minors. From UGMA/UTMA accounts to 529 plans and Roth IRAs for working teenagers, we compare the options, discuss the tradeoffs, and explain what parents and grandparents should consider before deciding how to invest for a child's future.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Talks July 11, 2026  |  Season 40, Episode 28Timestamps and Chapters5:17: Do You Have an Estate Plan—or Just a Will?22:07: A New Way to Save for the Next Generation38:38: Custodial Accounts for Kids: What Families Should Know.Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Most people worry about running out of money in retirement. But for many careful savers, the bigger risk is the opposite: reaching the end of life having never spent what you worked so hard to build. In this episode, Joe explains why the habits that made you a great saver can quietly stop you from enjoying your retirement income, and what it actually takes to give yourself permission to spend. Joe talks about a pattern he sees constantly with clients: disciplined savers who reach retirement financially secure, but who can't switch off the saving instinct that got them there. He walks through why "you'll be okay" isn't enough reassurance for a careful saver, what a real retirement plan needs to show to actually change behaviour, and how seeing a stress-tested plan is different from just being told everything will work out. This one is for anyone who has done the saving well but is struggling to enjoy the results. In this episode: Why running out of money is often not the biggest risk for disciplined savers, and underspending can be just as costly How decades of saving habits can persist into retirement even after they've stopped being useful Why vague reassurance from an advisor rarely changes a saver's behaviour, and what actually does What a real retirement plan should show you, including how it holds up to a market drop, higher inflation, or a long-term care need Why seeing a plan and stress-testing it is the first step, but genuinely owning it is what allows you to spend with confidence About the show: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement. Want more tips like this? Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter Ready to take the next step? Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Revenue looks great on a scoreboard. But if your cash flow is a mess, your margins are thin, and your financials only get attention during tax season… that growth might be hiding a much bigger problem. In this episode of Built to Scale, Matt sits down with Larry Rice, CPA, CEPA, and founder of RVG & Company, to talk about the financial blind spots that quietly keep business owners stuck, stressed, and scrambling. They dig into why revenue is not the same as financial health, how fast growth can actually make bad decisions worse, and why your CPA should not be treated like an emergency contact you only call once a year. Larry also breaks down the numbers every owner should be watching, when to upgrade your financial team, and why clean books matter long before you look for funding, buy another company, or think about selling. This one is for every business owner who has ever asked, "We're growing… so why does it still feel so tight?" In this episode, Matt and Larry talk about: Revenue vs. profit vs. cash flow The financial numbers every business owner should know  Why growth can expose cracks instead of fixing them How cash flow surprises sneak up on scaling companies  When to bring in a bookkeeper, controller, or CFO Why tax planning should happen before tax season How messy financials can hurt funding, acquisitions, and exits The danger of taking business and tax advice from TikTok If you're trying to scale without flying blind, this episode is worth the listen.   About Larry Rice Larry Rice is a CPA, CEPA, and managing partner at RVG & Company, where he works with business owners on tax strategy, financial planning, and fractional CFO-style advisory support. Larry and his team help entrepreneurs get clearer on the numbers, avoid expensive blind spots, and make smarter decisions around growth, funding, acquisitions, and exits. To connect with Larry, reach out through RVG & Company or contact him directly at lrice@rvgco.com or 954-233-1767.  Website: https://rvgco.com/ Facebook: https://www.facebook.com/rvgandcompany LinkedIn: https://www.linkedin.com/in/lawrence-rice-38342aa/ Instagram: https://www.instagram.com/rvgco/     Built to Scale is a podcast segment from The Liquid Lunch Project, hosted by Matt, built for entrepreneurs, founders, and business owners who want to grow smarter, tighten operations, improve profitability, and build companies that can scale without chaos running the show.   Need capital before growth turns into a cash flow problem? If this episode made you realize your business needs a stronger funding strategy, connect with Credit Banc. Matt and the Credit Banc team help business owners explore financing options for working capital, acquisitions, equipment, expansion, and growth opportunities before they're stuck scrambling at the last minute. Learn more about how Credit Banc helps entrepreneurs access the right capital for the right stage of growth.  https://tinyurl.com/3dh9vy86

This episode of the ExitMap Podcast focuses on one of the most overlooked—and potentially costly—aspects of exit planning: poorly written or poorly funded buy-sell agreements. John Dini, CExP, CEPA, CBEC, CEMC, the Exit Planning Coach, interviews CPA and Certified Exit Planner David Jean, who shares real-world stories illustrating how vague language, flawed valuation formulas, missing signatures, unfunded obligations, and outdated agreements can create significant financial and legal problems. Together they outline the key provisions every advisor should review to help protect owners, their families, employees, and the business itself.

The first half of the year is behind us, the Fourth of July marks the unofficial midpoint of summer, and it's the perfect time to step back and assess where the markets, the economy, and your retirement plan stand today.Research Analyst Nick Antonucci returns to the show to recap a remarkable first half of 2026. We discuss which sectors and asset classes led the way, which lagged behind, and the economic and market themes that could define the second half of the year. Along the way, we explain why maintaining a disciplined investment strategy can be more valuable than reacting to every headline.As Americans hit the roads, airports, beaches, and backyards for the Fourth of July, we explore what one of the nation's biggest holiday weekends can tell us about the health of the consumer. From travel demand and gasoline prices to cookouts, fireworks, and retail spending, we'll discuss how holiday activity provides an early snapshot of consumer confidence and the broader economy.Then we turn to one of retirement's most important—and most misunderstood—decisions: claiming Social Security. Rather than focusing solely on the "best" age to file, we examine how Social Security fits into a broader retirement income strategy. Through real-world scenarios, we break down breakeven analysis, spousal and survivor benefits, and how claiming decisions work alongside your investment portfolio and withdrawal plan to help support long-term retirement goals.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks July 4, 2026  |  Season 40, Episode 27Timestamps and Chapters6:58: Midyear Market Scorecard24:49: Frugal or Fireworks?35:13: Social Security: File Early, File Late, or File Smart?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

For Episode 200, Joe pulls back the curtain on how Matthews and Associates actually works with clients, and more importantly, why they built their process the way they did. If you've ever felt nervous about talking to a financial advisor, or put off getting advice because you weren't sure what to expect, this episode is worth your time. One of the most common things Joe hears from new clients is some version of "I almost didn't come in." People put off getting advice for years because they're worried about being judged, sold something, or made to feel like they've done everything wrong. In this milestone episode, Joe names that pattern directly, offers a plain-language yardstick for evaluating any financial planner, and walks through exactly how the Retirement Planning Simplified process was built to fix it.   In This Episode If a planner can't explain something to you in plain language, that's a flaw in how they work - not a gap in your knowledge. Complexity is not the same as value. A good planner teaches before they recommend: they show you the why behind an idea, act as a fiduciary, are transparent about fees upfront, and look at your whole picture - income, tax, risk, family, and estate - not just your investment portfolio. Watch out for early pitches on permanent life insurance and the portfolio comparison trick, where an advisor shows you what you "could have earned" using the best-performing funds in hindsight. It may feel impressive, but it tells you nothing useful about what happens next. Investment returns are often one of the lowest-value things an advisor can offer. The real value is in income design, tax coordination, estate planning, behavioural coaching, and what Joe calls big-mistake insurance. The Retirement Planning Simplified process is built around one core value: approachability. Transparency before commitment, value before a long-term relationship, and your life before any product.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Newsletter: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter   Next Step: Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the proper time to grieve because she was so buried in the chaos they left behind.That story drives everything about how John Pavelka runs his practice. After nearly 30 years in financial services, John has built a model around one question most advisors never ask deeply enough: What's important to you — and why? In this episode, John shares the frameworks, client stories, and hard-won lessons behind his book The Power of WHY: Transforming Your Life and Your Wealth.Gabe and John cover the difference between building wealth and giving it purpose, the emotional traps that derail even sophisticated investors, and why the flip from saver to spender is one of the hardest transitions a client makes — and how John helps them make it.About John PavelkaJohn Pavelka, CFP®, ChFC®, CLU®, CEPA®, is the Managing Partner of The Cities Private Wealth Group, a private wealth advisory practice affiliated with Raymond James Financial Services in Bettendorf, Iowa. With nearly 30 years of experience in financial services, John leads a 15-person team that manages close to $700 million in assets. His team has been recognized on the Forbes Best-in-State Wealth Management Teams list from 2023 through 2025. He is the author of The Power of WHY: Transforming Your Life and Your Wealth.What We CoverWhy the firm's guiding question — "What's important to you?" — goes far deeper than it sounds, and how John keeps peeling back the layers until he reaches the why behind the whatThe four-bucket strategy John uses to give every dollar a specific role — and the story of a client who walked into a meeting worried about a roof, a wedding, and a 20% market drop, and walked out hugging himWhy successful people so often feel disconnected from their wealth — and what John calls the "brother-in-law syndrome" that quietly derails even savvy investorsThe emotional wall between saving and spending in retirement, and why some clients need literal permission to book the trip or fly first classWhy John calls estate planning "an act of love" — and the statistic that 34% of millionaires don't have a willHow proactive tax planning (not just annual returns) saved one client over a million dollars in taxes his daughter would otherwise have inheritedResources MentionedBook: The Power of WHY: Transforming Your Life and Your Wealth by John PavelkaConnect with John PavelkaBook Website: thepowerofwhybook.comFirm website: tcpwg.comEmail: team@tcpwg.comSupport the show

The economy may be sending mixed signals, but for many Americans, the difference comes down to one simple question: Do you earn your income, or do you own assets that generate wealth over time? In this episode, we examine today's “K-shaped economy,” why inflation and rising asset prices have created very different financial realities, and what those differences reveal about building long-term wealth.That conversation naturally leads us into one of the most powerful forces in personal finance: compound interest. We'll explore why building your first million can feel painfully slow while later wealth seems to grow almost effortlessly, why so many investors give up before compounding has a chance to work, and how patience — not timing — is often the key to long-term success.After the break, we tackle one of retirement's biggest financial unknowns: long-term care. With care costs capable of disrupting even well-funded retirement plans, we'll discuss the planning options available  —from traditional long-term care insurance and hybrid policies to self-insuring — and explain how cash flow projections and scenario analysis can help families make informed decisions before a health event turns into a financial crisis.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 27, 2026  |  Season 40, Episode 26Timestamps and Chapters4:45: Same Economy, Different Reality16:45: Why the First Million Is the Hardest27:15: Long-Term Care: The Conversation Nobody Wants to Have (But Has to)Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

In this episode of Poised for Exit, Ann Marie Liotta, CPA and U.S. Wealth Strategist with Gallagher, and Mike Winn, CEPA and Financial Advisor with Chartered Wealth Partners, join the show to discuss POLI, or Partnership-Owned Life Insurance, a planning strategy designed for high-earning business owners, partners, and leadership teams.The conversation explores why this strategy is sometimes described as a “Super Roth,” how it can support tax-free growth and tax-free distributions, and why it may be attractive to business owners who have already maxed out traditional retirement planning options. Ann Marie and Mike also discuss how POLI can be used as a retention tool for key employees without giving up equity, including examples for closely held businesses, law firms, medical groups, family offices, and private equity-backed companies.Finally, they touch on important considerations including investment risk, suitability, time horizon, guaranteed issue requirements, institutional pricing, and the importance of working with experienced advisors who understand the structure. For business owners and advisors looking beyond traditional planning tools, this episode introduces a unique strategy worth understanding.Connect with Ann Marie Liotta here or by email at annmarie_liotta@cfgllc.com Connect with Mike Winn here or by email at mwinn@charteredwealth.com  Download the POLI Overview hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Podcaster, and InstructorConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

You saved carefully for decades, but what if that same caution is quietly costing you your best years in retirement? Many Canadians retire with more than enough and still can't bring themselves to spend it. In this episode, Joe names the pattern nobody talks about: the underspending trap, and how to break free from it. The same discipline that builds a healthy retirement nest egg can quietly prevent you from ever enjoying it. Joe walks through why underspending happens (it's a psychology problem, not a money problem), what it actually costs you in real life, and how the research on retirement spending behaviour points to a practical solution. If you've ever felt a quiet resistance to spending even when the numbers look fine, this episode is for you.   In This Episode Retirees who are most reluctant to spend tend to be the ones with the most money saved -- this is well-documented in the research, and it means the problem isn't about having enough. Retirement spending typically follows a smile curve: higher in the active early years, naturally easing in the middle, then rising again at the end as healthcare costs increase -- which means the window to enjoy your money closes sooner than most people plan for. People spend most comfortably when income arrives automatically as a paycheck -- from sources like a workplace pension, Canada Pension Plan (CPP), Old Age Security (OAS), or an annuity -- rather than when they have to pull money from a portfolio they're watching. Whether you prefer guaranteed income or a portfolio-based approach, having a solid income floor or a near-term defense bucket gives you the confidence to spend from the rest -- because you know the essentials are covered. A retirement plan gives you permission to spend, but only if it stays current -- when life shifts and the plan goes stale, most people quietly default back to underspending.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Newsletter: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter   Next Step: Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Major events, market narratives, and retirement planning may seem like completely different topics, but they all share a common theme: understanding the forces that shape financial outcomes before they show up in your portfolio.The FIFA World Cup is bringing the world's attention to the United States, but some of the biggest winners may never step onto the field. From hotels and restaurants to transportation providers and local businesses, we'll examine how major sporting events generate economic activity, who benefits most from the influx of visitors, and whether the long-term economic impact lives up to the promises often made by host cities.We'll also look at several stories dominating the headlines — from SpaceX's first week of trading, developments in the Iran conflict, and Kevin Warsh's first Federal Reserve meeting — and discuss why markets increasingly respond to sentiment, geopolitics, and cultural events alongside traditional economic data. Finally, Health Savings Accounts are often praised as one of the most powerful tax-advantaged savings tools available, but accumulating assets is only half the equation. We'll explore how retirees can strategically use HSA balances, when it makes sense to pay medical expenses from other accounts, and why these accounts can create unexpected tax consequences for heirs. Because with HSAs, the real challenge isn't building the balance — it's developing a plan to use it effectively.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 20, 2026  |  Season 40, Episode 25Timestamps and Chapters6:25: The World Cup Effect: Winners Beyond the Pitch25:19: SpaceX, Spectacles, and Sentiment43:21: When Should You Spend Your HSA?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Most people treat the Old Age Security (OAS) clawback like a cliff you fall off the moment your income crosses the line. It isn't. In this episode we reframe the clawback as one number among many, and look at when fighting to avoid it quietly costs you more than it saves. A listener wrote in about friends who organize their whole retirement around protecting OAS. Joe walks through what the clawback actually is, the math that makes avoiding it backfire, and the bigger cost most people never see. This one is for Canadian couples near or in retirement who want their income, tax, and estate decisions working together, not one line on a tax form running the show.   In this episode: Understand how the OAS recovery tax really works. It is a marginal cost of fifteen cents on each dollar above the threshold, not an all-or-nothing cliff. See how starving your Registered Retirement Income Fund (RRIF) to protect OAS can create larger forced withdrawals later and a painful tax bill at the second death. Weigh the behaviour cost: the trips, the help to your kids, and the generosity you postpone to protect a benefit that may be small against a large portfolio. Learn the two camps. For households near the income threshold, protecting OAS is genuinely smart. For those with a large portfolio, it may be a rounding error. Follow the right order of questions: what your ideal life costs, your projected lifetime tax bill, and what happens to the RRIF at the second death, before the clawback gets a vote.   About: Your Retirement Planning Simplified is a weekly Canadian retirement planning podcast hosted by Joe Curry, CFP, CEPA, of Matthews and Associates, an independent wealth management firm. Each week, Joe breaks down retirement income, tax, and estate decisions in plain language for Canadians who are near or in retirement.   Newsletter: Want tips like this in your inbox? Sign up for the Retirement Planning Simplified Newsletter and get updates plus our popular 60-Second Retirement Tip: https://bit.ly/RPSNewsletter   Next step: Ready to take the next step in your retirement planning? Watch a short overview of our True Wealth Roadmap and see if our process is a fit for you: https://www.matthewsandassociates.ca/vsl   Resources and sources: OAS clawback (OAS recovery tax) thresholds, Canada.ca: https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/recovery-tax.html (the minimum income recovery threshold and full-recovery ceiling are indexed annually, so confirm the current figures for the tax year before relying on them) RRIF minimum withdrawal rules, Canada.ca: https://www.canada.ca/en/revenue-agency/services/tax/registered-plans-administrators/specimen-plans/registered-retirement-income-fund-rrif.html   Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This podcast is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Probate is one of the most misunderstood topics in estate planning. Many people know they want to avoid it, but few understand what probate is or why it exists in the first place. This week, attorney Kyle Rinaudo of Reeves Law, P.C., joins us for an in-depth conversation on the facts and fiction surrounding probate, including its purpose, the role it plays in settling estates, why it often carries a negative reputation, and what families can realistically expect when navigating the process.We also explore one of the most common sources of stress in any relationship: money. A recent survey found that four in 10 adults in committed relationships admit to keeping financial secrets. From spending habits and saving priorities to differing investment philosophies, we'll discuss the financial disagreements couples face most often and how open communication can help create alignment around shared goals.Finally, after discussing emergency funds a few weeks ago, we take the next step in the financial planning journey: investing for the future. Whether you're just getting started or looking to better understand your options, we'll break down the fundamentals of retirement investing, including 401(k)s, employer matches, Traditional and Roth IRAs, and the importance of letting time and compounding work in your favor.From estate planning and family finances to long-term investing, this episode focuses on building a stronger financial foundation for every stage of life.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 13, 2026  |  Season 40, Episode 24Timestamps and Chapters4:40: Probate: Fact, Fiction, and what Really Happens32:27: When Mom and Dad Fight: When Couples Disagree About Money50:18: From Safety Net to Nest Egg: Investing for the FutureFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Every investor faces the same challenge: distinguishing excitement from opportunity, learning lessons from your mistakes, and separating short-term impulses from long-term strategy. In this episode, we tackle all three as we examine the next wave of mega-IPOs, share financial lessons learned firsthand, and discuss why sticking to a plan can be harder—and more important—than it sounds.Companies like SpaceX, OpenAI, and Anthropic are expected to pursue public offerings at valuations that could rival or exceed the largest companies in history. We'll examine what trillion-dollar IPOs could mean for investors, why valuation still matters even when the business is extraordinary, and whether public investors will be participating in future growth—or paying for it upfront.Next, we shift from market theory to personal experience. The team shares some of the financial lessons learned firsthand—from debt that lingered longer than expected to missed opportunities created by saving too little, too late. It's a candid conversation about the mistakes, miscalculations, and course corrections that helped shape a healthier approach to money.Finally, we discuss one of the most important and often overlooked aspects of the adviser-client relationship: staying aligned with the plan. We'll explore the procedures designed to help protect investment accounts, the roles advisers and custodians play in account oversight, and why even well-intentioned portfolio changes can sometimes work against long-term goals when made without coordination.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 6, 2026  |  Season 40, Episode 23Timestamps and Chapters6:22: The Most Expensive IPOs Ever37:52: Lessons Learned the Hard Way54:51: Trust the Plan—or Tinker With It?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Joey Brannon sits down with Axiom advisor Cameron Earhart, CEPA, to break down a recent client sale to a private equity firm. Cameron worked with the owner through the process, and the two talk candidly about why the buyer mattered more than the number, what changes the day after closing, and how the right firm turns a team loose to grow. It is an honest look at how these deals work from the inside and how to land in the small group of owners who are genuinely glad they sold.IN THIS EPISODE, YOU'LL LEARN:• Why your future CEO is the relationship that decides everything• How to read a buyer before you sign the LOI• What changes the day after you sell• The three boxes to check before your first PE meetingDOWNLOAD THE LEADERSHIP GUIDE:‍ ‍Episode 191: Not All PE Is The DevilHELP US IMPROVE THE SHOW: Take our 30-second SurveyHave a question for the show? Email us at contact@axiomstrategic.comCONNECT WITH AXIOM• Website• LinkedIn• Instagram• Facebook• YouTubeABOUT AXIOM STRATEGIC: Axiom Strategic helps business owners and leaders build mission-driven businesses by aligning culture, leadership, operations, sales, and financials.

Some financial decisions come with clear answers. Others require balancing risks, opportunities, and a healthy dose of uncertainty. In our episode “May 30, 2026: Mortgages, Money Transfers & Monetary Policy,” we explore three areas where the right decision depends as much on context as it does on the numbers — from adjustable-rate mortgages and wealth transfers to the Federal Reserve's ongoing fight against inflation.Adjustable-rate mortgages are making a comeback, but this isn't a repeat of the housing bubble era. With special guest Shanna Squires from Henssler Mortgage Advisors, we break down how today's ARMs differ from the products that helped fuel the financial crisis, why some homebuyers are turning to them in a world of elevated mortgage rates, and whether they represent a smart strategy or a risky gamble on lower rates ahead.Next, we tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules actually are—and just as importantly, what they aren't. If you've ever wondered how families can pass wealth to the next generation without creating unnecessary tax headaches, this conversation is for you.Finally, we examine a question many investors are asking: What happens when inflation is driven by supply shortages rather than consumer demand? With oil prices and geopolitical tensions once again influencing inflation expectations, we discuss the limits of Federal Reserve policy, why interest rates remain the Fed's primary tool, and the difficult tradeoffs policymakers face when fighting inflation that may be originating far outside their control.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 30, 2026  |  Season 40, Episode 22Timestamps and Chapters3:48: ARMs: Smart Strategy or Warning Sign?18:08: Passing Down Wealth Without Passing Down Problems34:11: Fighting Inflation With the Wrong Tools? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Ébola, inteligencia artificial o recuperación de especies extinguidas. Javier Sampedro y Pere Estupinyà repasan las principales noticias científicas de la semana. A continuación conversamos con Borja Quiroga, nefrólogo del Hospital Universitario de La Princesa (Madrid), sobre los beneficios de la hospitalización a domicilio.

The “Henssler Money Talks,” hosts focus on the financial decisions that sit at the intersection of planning, technology, and uncertainty. From emergency savings strategies to the growing role of artificial intelligence in personal finance, the conversations all center around one question: how should investors balance convenience, opportunity, and financial discipline in a rapidly changing environment?We begin with a practical look at emergency funds — how liquid they really need to be, whether keeping everything in cash still makes sense, and what truly qualifies as a financial emergency. We'll also discuss realistic strategies for building a reserve over time when balancing competing priorities like debt repayment, investing, and retirement savings.From there, we explore the rise of AI-driven financial guidance as more investors turn to algorithms for budgeting, portfolio analysis, and planning advice. As artificial intelligence becomes more sophisticated, does it replace advisers — or simply make investors more informed before seeking professional guidance? We'll examine where technology can help, where human judgment still matters, and what the future of financial advice may look like as automation becomes more common.We'll also close the episode with our thoughts on the week's market action, where markets stand year-to-date, and the economic backdrop investors continue to watch as earnings season winds down and interest-rate expectations remain in focus.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 23, 2026  |  Season 40, Episode 21Timestamps and Chapters5:47: How Liquid Should Your Safety Net Be?19:14: Cash, Crises & Contingency Plans31:35: Your Adviser vs. The Algorithm45:10: Year-to-Date on Wall Street Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Most successful people have a retirement number. Very few have a retirement reason.That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan, he wrote a book about it. And now, fresh off an Amazon bestseller ranking and a feature segment on NBC Chicago, he's bringing that message to a wider audience.Episode SummaryIn this episode, Gabe McManus sits down with Jason Wendt, a Chicago-based financial advisor and author of Beyond the Numbers, to explore what it really means to build a financially efficient life. Jason shares why he starts every client relationship with the question "What's important about money to you?" rather than a statement of assets. He talks about the three phases of financial life most advisors forget to address, how childhood money narratives quietly shape the decisions of even the wealthiest clients, and why he considers himself the CEO of his clients' financial lives. Jason walks through the specific frameworks, client stories, and planning tools he uses to help people move from saving for a number to building a life around what actually matters to them.About Jason WendtJason Wendt, AIF®, APMA®, CEPA®, is a financial advisor at Ameriprise Financial in Chicago, Illinois, with over 15 years of experience serving high achievers, business owners, and professionals navigating complex financial lives. He holds the Accredited Investment Fiduciary, Accredited Portfolio Management Advisor, and Certified Exit Planning Advisor designations. Jason is the author of Beyond the Numbers: A High Achiever's Guide to Financial Freedom Without Sacrifice, an Amazon bestseller in the financial services category. He recently appeared as a financial expert on NBC Chicago and has been invited to speak at universities in the Chicagoland area.What We CoverWhy Jason's first question to every new client is "What's important about money to you?" and how that one question changes the entire planning processThe three phases of financial life: accumulation, distribution, and enjoyment, and why most financial plans never address the third oneHow childhood money narratives keep wealthy clients from enjoying what they've builtWhat financial paralysis looks like for high-earning professionals and business owners, and how to break through itWhy Jason positions himself as the CEO of his clients' financial lives, with a network of 17 specialists across insurance, estate planning, taxes, and investment managementProactive vs. reactive tax strategy: asset location, Roth conversions, and why timing matters more than most people realizeConnect with Jason WendtWebsite: beyondthenumbersbook.comLinkedIn: linkedin.com/in/jasonwendtEmail: jason@beyondthenumbersbook.comBook: Beyond the Numbers on AmazonSupport the show

This week, we're diving into one of the fastest-growing corners of retirement planning: alternative investments inside IRAs. From rental properties and private equity to precious metals and crypto, self-directed IRAs are giving investors more freedom to move beyond traditional Wall Street assets — but just because you can hold these investments inside an IRA doesn't always mean you should, especially when strict IRS rules, hidden tax traps, and costly compliance mistakes can completely disqualify your retirement account. We'll explain how these accounts really work, what investments are actually allowed, and why many investors underestimate the risks.Then, we turn to the semiconductor sector, where the AI boom has ignited what some analysts are calling a full-scale market “melt-up.” Chipmakers like Broadcom, Micron, and even Intel have surged as investors pour money into anything tied to artificial intelligence. We'll discuss whether the explosive rally is supported by fundamentals and how semiconductor demand is reshaping the global economy.And finally, we ask the question many investors are quietly wondering: Are we witnessing a technological revolution — or another dot-com-style bubble? We'll compare today's AI-driven rally to the market environment of 2000, explore why the Magnificent 7 continue to dominate investor attention, and discuss whether confidence in an “A.I. put” is fueling one of the most concentrated and optimistic stock markets in decades.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 16, 2026  |  Season 40, Episode 20Timestamps and Chapters6:18: Investing Beyond Wall Street in Your IRA29:38: The Semiconductor Supercycle42:11: Bubble Talk: Comparing Today to 2000 Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com 

2026-05-14 | UPDATES #202 | Putin used the ceasefire to stockpile. He used the days after his tinpot dictator parade to probe Ukrainian airspace with decoy drones, and last night he struck. We said he would and explained why he would. Putin is a rational psychopath who can't bear to make concessions, or be perceived as in the debt of others, allies and partners, but especially not enemies. He knows that his pathetic so-called victory parade only happened because of concessions made by Ukraine, and that drives him insane. His elites and Z-Patriots understand this too. But lashing out, he is seeking to change the agenda, shift the optics, but he is also sending a message to his ‘elites' – I can still inflict pain, fear and violence. I am still the strongman you believed me to be – I have no moral or political restraints – so don't try anything. ----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: UNITED24 Media — "Russia Launches Record 1,600-Drone and Missile Attack on Ukraine" (14 May 2026) NPR / AP — "Russia hits Kyiv with drones and ballistic missiles, killing 1 and injuring 31" (14 May 2026) Kyiv Post — "Kyiv Under Massive Russian Attack as Missiles and Drones Target Capital" (14 May 2026) Kyiv Independent — "Ukraine war latest: Ukraine targets 3 major Russian energy facilities overnight" (13-14 May 2026)ABC News / AP — "Russia hits Kyiv with drones and ballistic missiles, injuring at least 4" (14 May 2026) Kyiv Post / ISW — "ISW Russian Offensive Campaign Assessment, Map and Update, May 13, 2026" (13 May 2026) New Geopolitics Research Network — Mykhailo Samus, "Complexity and Layering: How Ukraine's Air Defence Must Operate" (15 November 2025) New Geopolitics Research Network — Mykhailo Samus, "Ukraine's 'Small Air Defense' Revolution — and Why America Should Be Paying Attention" (11 March 2026) CEPA — "Ukraine's Air Defenses — World Class, and Improving" (April 2026) UNITED24 Media — "How Ukraine Started 2026 with Record Anti-Shahed Drone Production and a New Era in Air Defense" (9 January 2026) Defense News — "Novel interceptor drones bend air-defense economics in Ukraine's favor" (5 March 2026) Army Recognition — "Ukraine unveils new Stash air defense system armed with Hellfire missiles during Russian drone attack" (May 2026)Think Tank Journal — "The World War of Drones: How Ukraine Is Redefining Defense Technology" (30 April 2026) ----------

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, shares the final point of productivity: how dentists can design a schedule that drives both a great patient experience and consistent production. Christine breaks down why many practices struggle with inconsistent, chaotic days and explains how to shift from reactive scheduling to a structured, goal-driven approach. Learn how to set clear production targets, analyze procedure mix, and build realistic time blocks that reflect the true pace of clinical work. If you would like to watch the fourth point of productivity: financial options patients actually accept, click here! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life

2026-05-09 | UPDATES #197 | THE UNIT-COST ATTACK ON THE WESTERN DEFENCE BUSINESS MODELNow to why Papperger's hostility, beyond personal arrogance, has a structural source.Ukraine's drone revolution is not just changing how wars are fought. It is changing the unit economics of war itself — and those unit economics are an existential threat to the legacy defence-prime business model.The numbers are now well documented across CEPA, NATO assessments, Reuters, Business Insider, and the propelrc.com 2026 military drone cost study:- A basic Ukrainian FPV kamikaze drone: $400 to $800. Built from commercial components — many of them sourced from China through grey-market channels — assembled by soldiers, volunteers, or small companies.- A Lockheed Martin Hellfire missile: approximately $150,000 per round.- A US Patriot interceptor missile: approximately $4 million per round.- A Lockheed Martin F-35 fighter: approximately $80 million per airframe.----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: The Atlantic — Simon Schuster interview with Armin Papperger (published Friday, late March 2026)France24 / AFP — "Rheinmetall addresses row over CEO's Ukraine 'housewives' comment" (29 March 2026) Euronews — "'Every housewife could be CEO of Rheinmetall': Zelenskyy hits back at German weapons boss" (30 March 2026)Ukrainska Pravda — "'Housewives' and 'Lego': Rheinmetall says it respects Ukraine after CEO's controversial remarks" (29 March 2026)Militarnyi — "Rheinmetall Apologizes for CEO's Comments About 'Ukrainian Housewives With 3D Printers'" (late March 2026) The Print — "More 'hits' than Rheinmetall ever — Ukraine drone manufacturer claps back at CEO's 'housewives' remark" (1 April 2026) Bull Source — "Social media backlash as Rheinmetall's Armin Papperger says Ukraine's drones are made by housewives" (April 2026) United24 Media — "Ukraine's New Point-Based Rewards System for Drone Operators Is Rewriting War Management from the Ground Up" (May 2025) United24 Media — "Ukraine Launches Combat E-Points System: Troops Can Now Redeem Kills for Drones and EW Kits" (10 July 2025) SOFREP — "Ukraine Launches Combat-Based Reward System to Equip Troops With Cutting-Edge Tech" (8 May 2025)----------

This week, we explore the stories behind some of the market's most misunderstood concepts—from the medieval origins of the word “hedge” to the rise of modern hedge funds and the risk-management strategies that still shape Wall Street today. We also break down the often-confused difference between bond coupon rates and yield to maturity, explaining why the price you pay for a bond can matter just as much as the interest it pays.Plus, we discuss an important estate-planning rule that could allow heirs to inherit a home and keep the existing mortgage without being forced to refinance, answer a listener question on whether Water ETFs offer a smart way to invest in long-term water scarcity and AI-driven infrastructure demand, and examine the growing disconnect between weak consumer sentiment and a stock market pushing back toward record highs.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 9, 2026  |  Season 40, Episode 19Timestamps and Chapters8:44: Etymology of “Hedge” in Hedge Fund16:44: Income vs. Return: Understanding Bond Math27:20: The Rule That Lets You Keep the House—and the Loan33:23 Will Water ETFs Make a Good Long-Term Investment?37:31: Why Is Everyone Bearish While the Market Rallies?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

This week on “Henssler Money Talks,” the hosts begin with the latest market developments, breaking down a fresh round of Big Tech earnings and the Fed's decision to hold rates steady as investors look for clues on what comes next. From there, the conversation turns to artificial intelligence—one of the largest investment themes in today's market—as the team explores the growing demands on energy and infrastructure, the environmental impact of data centers, and whether the pace of the AI buildout may begin to shift.They also tackle a question many homebuyers are facing right now: how much house is too much? Just because you can qualify for a certain price doesn't mean it fits your broader financial life, and stretching for a home can come with trade-offs that aren't always obvious upfront. Finally, they revisit the classic 60/40 portfolio—why it's taken criticism in recent years, where it may still hold value, and why a needs-based approach focused on timing, liquidity, and real-world spending goals may offer a more practical path forward than any one-size-fits-all allocation.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 2, 2026  |  Season 40, Episode 18Timestamps and Chapters8:29: Earnings Roll In, Fed Holds15:36: AI's Buildout: Big Tech, Big Power, Bigger Questions 35:22: Approved Doesn't Mean Affordable48:13: 60/40 Isn't Dead—But It's Not the PlanFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Em abril de 2026, depois de 16 anos no poder, Viktor Orbán foi derrotado nas urnas húngaras pelo deputado Péter Magyar e seu partido Tisza. Para Aline Burni, Research Fellow no ODI Global (Bruxelas) e pesquisadora do Observatório da Extrema Direita, o resultado é histórico. Mas o desafio de desmontar a “democracia iliberal” construída ao longo de quatro mandatos consecutivos é incomparavelmente mais complexo do que vencer uma eleição. Neste episódio, produzido em parceria com o Observatório da Extrema Direita, David Magalhães (UFU; OED) e Guilherme Casarões (FIU) recebem Aline para discutir o legado de Orbán como “vitrine” e laboratório da direita radical, a coalizão negativa que viabilizou a vitória de Magyar e os impactos da queda do principal aliado de Moscou na União Europeia sobre a guerra na Ucrânia, as redes transnacionais reacionárias e a articulação geopolítica entre Trump, Bruxelas e Pequim. No segundo bloco, em substituição ao tradicional boletim de notícias, David traça um perfil de Peter Thiel após sua visita a Javier Milei na Casa Rosada, recorrendo a Quinn Slobodian (Crack-Up Capitalism) para situar o cofundador da Palantir na constelação de figuras (Patri Friedman, Curtis Yarvin, Hans-Hermann Hoppe) que pavimentam um projeto de “fuga da democracia” pela via da fragmentação jurisdicional. O episódio fecha com uma dica cultural crítica sobre Por Dentro da Machosfera, documentário recém-lançado na Netflix por Louis Theroux. Aperte o play! Quer apoiar o Chutando a Escada? Acesse chutandoaescada.com.br/apoio Mande um café usando nossa chave PIX: perguntas@chutandoaescada.com.br Comentários, críticas, sugestões? Escreva pra gente em perguntas@chutandoaescada.com.br Participaram deste episódio: Aline Burni (ODI Global; OED), David Magalhães (UFU; OED), Guilherme Casarões (FIU). Inserção musical no final: “The Day the Nazis Died”, interpretação de Sarah Hester Ross. Capa do episódio: Cepa.org Escute também no Spotify, no YouTube ou Apple Podcasts. Citados no episódio: HOPPE, Hans-Hermann. Democracia: O Deus que Falhou — A economia e a política da monarquia, da democracia e da ordem natural. São Paulo: Instituto Ludwig von Mises Brasil, 2014. POR DENTRO da Machosfera. Direção: Louis Theroux. Estados Unidos/Reino Unido: Netflix, 2026. Documentário (streaming). SLOBODIAN, Quinn. Crack-Up Capitalism: market radicals and the dream of a world without democracy. New York: Metropolitan Books, 2023. THIEL, Peter. The Education of a Libertarian. Cato Unbound, 13 abr. 2009. Disponível em: https://www.cato-unbound.org/2009/04/13/peter-thiel/education-libertarian/ Capítulos: 00:00 Introdução 03:00 Aline Burni: o legado de 16 anos de Viktor Orbán 09:00 Por que o modelo iliberal ruiu nas urnas 14:00 A coalizão negativa por trás de Péter Magyar 21:00 Reconstruir a democracia: os obstáculos institucionais 26:00 A internacional reacionária sem o Orbán 37:00 Quem é Peter Thiel? Perfil de um arquiteto antidemocrático 55:00 Dica cultural: Por Dentro da Machosfera The post A vitória de Péter Magyar na Hungria appeared first on Chutando a Escada.

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the fourth point of productivity and most overlooked drivers of case acceptance: how your team presents financial options to patients. Christine shares practical strategies for creating a smooth handoff from clinical to administrative teams, uncovering each patient's "why," and presenting financial options in a way that feels supportive, not overwhelming. Learn how to structure payment choices, reduce friction around money conversations, and position your team as advocates who help patients move forward with care. If you would like to watch the second and third point of productivity: diagnotics and case acceptance, click here! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life

This week the “Henssler Money Talks” hosts are focusing on What Everyone Is Asking, because for many investors, financial planning doesn't start with a grand strategy—it starts with the same practical questions coming up again and again, and the need for thoughtful, real-world guidance.We begin with one of the most important relationships in finance: the adviser: Should we shop for financial advisers and if so, how often? When looking for a financial adviser, what should you look for when interviewing them?From there, we take on a growing narrative: do you even need an adviser at all? If you've got a pension, Social Security, a 401(k), and steady income, can you simply piece it together with the help of the internet, AI, and a few trusted voices—or is there more beneath the surface?After the break, we address: Should I liquidate my rental property… or even my personal residence? We'll unpack what's really driving that conversation, and how to think through the trade-offs between cash flow, appreciation, taxes, and opportunity cost—especially when life circumstances begin to shift.We'll close with a foundational question that often gets overlooked: How much do you actually need to start investing? Because getting started is less about hitting a number and more about understanding the discipline behind it.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — April 25, 2026  |  Season 40, Episode 17Timestamps and Chapters9:48: Should I Shop for a Financial Adviser?16:27: Do I Even Need a Financial Adviser?21:08: Should I Pay Everything Off to Be Debt Free?31:25: Should I Liquidate My Property?40:32: How Much Do I Need to Start Investing?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

On this short episode of The Dentist Money Show, Practice Strategist Christine Uhen, BA, CEPA, breaks down the next two of the most important drivers of practice growth: diagnostics and case acceptance. She explains why hitting your production goals isn't just about getting patients to say yes, but making sure you're diagnosing enough to begin with. Tune in for practical strategies to improve case acceptance at the chair, including how to communicate in a way patients understand, connect treatment to what they truly value, and confidently discuss costs. If you would like to watch the first point of productivity: how to measure patient value and practice performance, click here! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life