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Inheriting money from your spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more murky. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance, and the tax implications of getting it wrong. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. —Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features, and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/30/2025; Original Air Date: 7/1/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Financial planning is about defining and prioritizing your goals and values, and developing a roadmap to help guide you through the many decisions that lie ahead. Donna and Nathan take us through the steps in the financial planning process, and discuss how working with a fiduciary can help you take the reins on your future retirement. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/26/2025; Original Air Date: 11/22/2022. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Link promocional para audiência do Narrativas. Beway Idiomas: https://mkt.bewayidiomas.com.br/?a=16517723 Narrativas analisa os acontecimentos do Brasil e do mundo sob diferentes perspectivas. Com apresentação de #MadeleineLacsko, o programa desmonta discursos, expõe fake news e discute os impactos das narrativas na sociedade. Abordando temas como geopolítica, comunicação e mídia, traz uma visão aprofundada e esclarecedora sobre o mundo atual. Ao vivo de segunda a sexta-feira às 17h. Apoie o jornalismo Vigilante: 10% de desconto para audiência do Narrativas https://bit.ly/narrativasoa Siga O Antagonista no X: https://x.com/o_antagonista Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais. https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344 Leia mais em www.oantagonista.com.br | www.crusoe.com.br
ETFs have grown in popularity over the years, with nearly half of US investors holding them in their portfolios, but many don't understand exactly how ETFs work or what makes them different from mutual funds. Donna and Nathan discuss ETF mechanics, and debunk some common myths. Also on MoneyTalk, different types of life insurance products and who they are appropriate for, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/25/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Episódio analisa a atuação vascaína na vitória sobre o Cruzeiro. Dupla de zaga é decisiva para a evolução do time? Coutinho fez seu melhor jogo? Qual deve ser a escalação na quarta? Dá o play!
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights & Action Items 6:34 – Investment Market Overview & Economic Insights 12:44 – Stock Selection & Investment Strategies 19:51 – Valuations & Market Trends 28:36 – Interest Rates & Bond Strategies 37:41 – Final Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.
Henry Ford is credited for his innovative use of the assembly line, his obsession with maximizing efficiency, and for introducing the five day work week, but there is a much darker layer to Ford's legacy highlighted by abuse and neglect for the welfare of his workers. On this edition of our MoneyTalk Moment in Financial History, Nathan and Steve take us through the history of one of the Industrial Revolution's greatest contributors, Henry Ford. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 9/24/2025; Original Air Date: 12/18/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
O Governo quer prolongar até 2029 o acordo salarial da função pública, mantendo os aumentos já definidos para 2026, 2027 e 2028. A proposta não convenceu os sindicatos, que exigem subidas maioresSee omnystudio.com/listener for privacy information.
Bienvenidos a una nueva edición de Baseball News, el noticiero diario de Grandes Ligas en español ⚾
IMC Crypto's Sander van de Ven unpacks market making across CeFi/DeFi, Cayman's VASP/SIBA regime, CIMA's market-conduct stance vs. MiCA, whether market makers are CASPs, IMC's surveillance and insider-trading controls, DeFi pool screening and risk thresholds, and practical token due-diligence playbooks, plus why market makers are key to institutional adoption.
What are your goals for retirement? What will your retirement expenses look like? Is your retirement income structured to keep up with inflation? These are just a few of the questions you will need to be ready to answer when first meeting with a financial advisor, and for many people, that may be the first time they've even thought about them. Donna and Nathan discuss how to prepare for the retirement planning process with your advisor. Also on MoneyTalk, the critical role of social security to our retirement community, jobs where seniors are still in demand, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/23/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
John Graham, FCMA, CGMA, CIMA president and Association of International Certified Professional Accountants co-chair, joined the FM podcast to discuss the pace of change and how finance professionals can lead their organisations through unpredictable conditions. Graham explains the skills needed to move into a finance business partner role, how to effectively challenge outdated practices, the role of critical thinking skills in gaining trust, and why curiosity is essential for continuous learning and skills development. What you'll learn from this episode: One vital ability for finance professionals in this fast-paced era. Key attributes for transitioning into a finance business partner role. The impact of critical thinking on career development and reputation. Risk management advice and the importance of leading with purpose. How the Association plans to prepare members for future trends. The convergence of curiosity and success.
Join me, Jon Anderson, Ben Mills and special guests Jeremy Lemons and Floyd Lastname as we answer audience submitted questions! 50 big ones! Links to everything: https://linktr.ee/thewizardscroll Show artwork by Nick Vanamee Songs used: Startup NEW GAME & Druids Encounter- Equip ; Cima.jpg & Slippy- FM Skyline & Equip ; Seinfeld theme song ; Hip Shop- Toby Fox ; Nexus- SPEARFISHER ; Earthling- Ovani Ambient Music Pack 8 ; Iceberg Lab- Crash Twinsanity OST Clips used: The Drink (Cup) Official Music Video | kobyshinobi ; Family Guy: Chester Cheetah ; Wizard Roll 1 Learn more about your ad choices. Visit megaphone.fm/adchoices
There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and long time MoneyTalk contributor, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Andy Nault; Air Date: 9/17/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
La técnica del Ayuntamiento, Ainhoa Guelbenzu, y la farmacéutica de Etxabakoiz, Blanca Ruiz, narran los primeros pasos de la red
Half of private sector workers are now contributing to a 401K, showing a much needed head of steam for plan participation at a time when the retirement savings gap poses a major threat to future retirees. Donna and Nathan discuss how new 401K plan features are making it simpler and more attractive for workers to save for retirement. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/18/2025; Original Air Date: 3/31/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Among the innovations that contributed to the rise of the industrial age, the steam locomotive is arguably the most consequential. Without the national railroad network, the westward expansion of the US and the exponential economic growth of the late 19th and 20th centuries could not have occurred. In this edition of our MoneyTalk Moment in Financial History, Nathan tells the infamous story of one of the first major US railroads, the Eerie, and the war that ensued between four of the most powerful tycoons of the Gilded Age: Cornelius Vanderbilt, Daniel Drew, James Fisk and Jay Gould. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 9/17/2025; Original Air Date: 3/6/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Believe it or not, 150 years ago the average male only lived to age 65 and most worked until they died, so the idea of retirement is still a relatively new concept. Donna and Nathan discuss retirement revelations outlined in Ben Carlson's book, “Everything's You Need to Know About Retirement”, including: how family history helps forge your money habits, how saving money is really about buying time and freedom, the power of compounding, and much more. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/16/2025; Original Air Date: 9/28/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but a growing number of Americans today receive income from multiple sources, each of which may be taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also on MoneyTalk, when to consider a Roth conversion, and how IRRMA impacts Medicare premiums. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/15/2025; Original Air Date: 4/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Escuche esta y más noticias de LA PATRIA Radio de lunes a viernes por los 1540 AM de Radio Cóndor en Manizales y en www.lapatria.com, encuentre videos de las transmisiones en nuestro Facebook Live: www.facebook.com/lapatria.manizales/videos
Buy-now-pay-later has gained popularity throughout the retail space as a way for shoppers to purchase goods that they may not have the cash for, but some fear that this trend is contributing to poor spending habits for a young generation of consumers. Donna and Nathan discuss who profits from BNPL purchases, how credit reporting agencies are changing the way they treat these transactions, and what the trend indicates about our consumption economy. Also on MoneyTalk, how credit scores are calculated, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/11/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
During a bull market, some people hire a financial advisor for the wrong reasons, expecting them to put on a magic show rather than treating investing as a lifelong endeavor to build wealth with patience and prudence. Nathan discusses the important distinction between investing as an enterprise vs investing for entertainment. Also on MoneyTalk, understanding income investing, and the price of time. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 9/12/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
In this episode, we share updates from the Department for International Tax Cooperation; supervisory insights from CIMA; the National Risk Assessment and the new Office for Strategic Action on Illicit Finance; Virtual Asset Service Providers Update; forthcoming legislation and open consultations; and best practice for AML, CTF, CPF and sanctions training.SPEAKERS:Chris Capewell, Partner | +1 345 814 5666 | chris.capewell@maples.com | View bioPatrick Head, Partner | +1 345 814 5377 | patrick.head@maples.com | View bioJennifer Parsons | Professional Support Lawyer | +1 345 814 5429 | jennifer.parsons@maples.com | View bioRESOURCES:Click here for Episode 22 Presentation slidesRelated Services:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15 Blog: https://maples.com/regulatory-round-up
En este podcast narramos la llegada a lo más alto de la ciudadela, el afilado del aguijón de Hornet y el descubrimiento del gran tema de este videojuego. -Pide más información del master de diseño y de desarrollo de videojuegos: https://www.unir.net/diseno/master-diseno-videojuegos/-Compra mis libros y gózate el lore: https://t.co/kleUZvQEDf -Escucha la lista de reproducción completa de los Diarios de Silksong: https://open.spotify.com/playlist/2wf5CYpBoCuOny7Os6QOQH?si=WY85JhUdTF6aZAT6AArPfQ&pi=IsP-t1weQHm4YEscucha Hollow Knight A Juego Lento: https://www.youtube.com/playlist?list=PLPTGZ5GEprSa1zo3LvJ4l-_QYCospHoYQ
Sarah Stegner, two-time James Beard Award winner and co-executive chef at Prairie Grass Cafe, joins Lisa Dent to highlight Cima Restaurant’s collaborative dinner featuring chefs Kevin Hickey and Jesse Resendiz. Sarah talks about the great food that will be provided and how listeners can reserve a spot at the Rosemont restaurant.
If you were to ask someone to name the most successful investor of our time, 9 times out of 10 you would likely hear the name Warren Buffett. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel cover the meteoric rise of Warren Buffett, and how his clear and principled approach to investing would lead him to become one of the most prolific investors in American history. Also on MoneyTalk, how to face the challenge of retiring in a down market. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa. Air Date: 9/10/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
9/12/25: MTA Pres Max Page w/ Jason Wozniak, organizer at Debt Collective. Garrick Perry, incumbent & Northampton city councilor at-large candidate. OTones' Mary Witt & Forbes' Library Dir Lisa Downing: launching the Hess Performance Stage. Author Jeanne Birdsall on “The Library of Unruly Treasures.” Donnabelle Casis w/ Cima Khademi & Leila Rahnamaabadi, exhibitors at APE's "My Mind in Bloom."
Getting audited by the IRS is something we all have to be ready for, and no one looks forward to, but the typical audit experience can be surprisingly straightforward - if you're prepared. Donna and Nathan talk about common audit triggers, how to communicate effectively with the IRS, and what documents you absolutely need to have ready when your number gets pulled. Also on MoneyTalk, how to define your risk tolerance, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/9/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
You may have heard of the 4% Rule, which suggests 4% as the maximum sustainable rate of withdrawal from your retirement accounts, but over recent years the goal posts have been shifting, leading some to question the validity of this classic rule of thumb. Donna and Nathan discuss how to determine what rate of withdrawal makes sense based on your current and projected cost of living and the importance of building flexibility into your retirement plan. Also on MoneyTalk, the importance of financial literacy for our society. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/8/2025; Original Air Date: 1/18/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
At age 18, we are put in a position to make financial decisions that most are not fully prepared for, and a few small mistakes can lead to long-term consequences. Today's special guest, Yanely Espinal, Director of Educational Outreach at Next Gen Personal Finance, has made it her mission to address this problem head on, working with students and educators to promote Financial Literacy in schools and throughout the community. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Yanely Espinal; Air Date: 9/5/2025; Original Air Date: 6/2/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
A poco menos de tres semanas de que termine la temporada regular de MLB 2025, los Padres de San Diego deben recuperarse tras su paso contra rivales de la Liga Americana, habiendo perdido tres series seguidas contra estos. Rafael Tablado y Toto Zúñiga se reunieron en línea para hablar también sobre los jugadores que se lastimaron a estas alturas de la temporada y la posibilidad de recuperar a Michael King de cara a playoffs.
Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust. Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
After 3+ decades of MoneyTalk, if we haven't sold you on the importance for saving for retirement, then we're really doing something wrong! But just in case you need more convincing, Donna and Nathan offer 10 reasons to save for retirement, including: Social Security likely won't be enough to live on, people are living longer, new 401K features make saving easier than ever, and more. Also on MoneyTalk, Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 9/4/2025; Original Air Date: 8/11/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
There are a variety of investment vehicles at your disposal, and knowing how and when to use one over another requires a good understanding of their mechanics. Nathan breaks down the common investment vehicles, how they differ, and the various needs they serve within your portfolio. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve cover a period that still looms large in the collective memory of our nation, The Great Financial Crisis of 2008. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 9/3/2025; Original Air Dates: 10/25/2023 & 8/2/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Sentiment about the U.S. economy improved slightly — but not nearly enough to be considered a positive outlook — in the latest quarterly Business and Industry Economic Outlook Survey by the AICPA and CIMA. For a breakdown of the results, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development. He discusses finance decision-makers' views on tariffs and inflation and the 12-month projections for revenue and profit. What you'll learn from this episode: · The “softening” related to domestic economic conditions — and why that's not enough to overcome mainly negative sentiment. · The percentage of executives who foresee a recession this year or next. · Finance leaders' approaches in response to tariffs. · The top challenges beyond inflation facing survey respondents. · How respondents feel about the state of the global economy.
For the past few years we've been adjusting to an unreliable bond market, where alternative approaches to portfolio diversification have become increasingly common. Nathan discusses various categories of liquid alternative investments and how they function differently to achieve portfolio diversification. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/29/2025; Original Air Date: 10/23/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
En este episodio platico con Franco Escamilla, uno de los comediantes más grandes de habla hispana, sobre el duro camino para llegar a lo más alto. Desde sus primeros shows mal pagados, las estafas que enfrentó, hasta el momento en que convirtió su talento en un imperio que mueve millones.Franco comparte cómo pasó de eventos privados a giras internacionales, las lecciones que le dejó perder dinero en malos negocios y las claves que lo llevaron a consolidarse como referente mundial. Una charla divertida, honesta y llena de aprendizajes financieros que no escucharás en ningún escenario.
One of the key features of The One Big Beautiful Bill was a meaningful bump to the amount individuals can deduct from their taxable income, raising the threshold for 0% capital gains. Donna and Nathan discuss which taxpayers will benefit most from this change, and how to factor it into your tax planning. Also on MoneyTalk, lessons from hedge fund manager Stanley Druckenmiller, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/28/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Nació en en 1923 y a los 102 años el abuelo Kokichi Akuzawa emprendió la larga travesía hacia la cima del monte Fuji, usando todas las herramientas posibles para lograr su objetivo. Escucha esta y otras historias positivas.
On today's podcast, we sit down with Chef Brad Kilgore, ICONIC award-winning chef and wine enthusiast, and get a front-row seat into the mind of a Michelin-starred chef - one of America's most innovative culinary voices. Known for blending bold global flavors with fine-dining precision, Kilgore explores the ever-evolving world of food, creativity, and culture. Website: kilgoreculinary.com Instagram: brad_kilgore BACK STORY Widely recognized for his boundary-pushing creativity, Kilgore has earned accolades from Food & Wine (Best New Chef), James Beard (multiple nominations), Esquire (Best New Restaurants), and The New York Times, which called his work “refined, inventive, and unforgettable.” With a reputation for blending artistic precision with bold global flavors, Kilgore has cooked at the prestigious James Beard House, collaborated with global hospitality brands, and is now turning heads again—this time for championing Itameshi, a rising Japanese-Italian fusion trend he's helping introduce to American diners. Already gaining global momentum, Itameshi combines the depth and umami of Japanese cuisine with the rich traditions of Italy—creating dishes that feel both deeply comforting and wildly inventive. From yuzu-kosho buttered pastas to miso-infused carbonara and caviar-topped pizzas, Kilgore is blending the best of both cultures and delivering it with the precision of fine dining and the heart of a neighborhood favorite. With five acclaimed restaurants already in operation—including Mad Lab, CIMA, Verge at Concourse Club, Café Sebastian, and Fisher Island—and two new openings coming soon in San Francisco (Ama) and Fort Myers (OISE), Kilgore is bringing this genre-bending flavor profile to diners across the country. He's also expanding his influence far beyond the kitchen with high-profile collaborations at Rosewood Private Residences, OCN Hotel in Mexico, and Inter Miami, Lionel Messi's home team. And perhaps most surprising? His frozen pizza brand, Pizza Freak, born during the pandemic, was just nominated for World's Best Pizza—the only pre-made pizza to make the iconic pizza ranking list. SUBSCRIBE TO ICONIC HOUR If you enjoyed today's podcast, I'd be so appreciative if you'd take two minutes to subscribe, rate and review ICONIC HOUR. It makes a huge difference for our growth. Thanks so much! ICONIC LIFE MAGAZINE Stay in touch with ICONIC LIFE magazine. We invite you to join our digital VIP list and SUBSCRIBE! JOIN OUR ICONIC COMMUNITY Website: iconiclife.com Instagram: @iconiclifemag Facebook: Iconic Life YouTube: ICONIC LIFE FOLLOW RENEE DEE Instagram: @iconicreneedee LinkedIn: Renee Dee Thanks for being a part of our community to Live Beautifully.
Getting married is one of the happiest and most exciting moments in life, but after the big day is over, many are unprepared for the transition to jointly managing their financial lives. Donna and Nathan discuss best practices for combining finances and managing shared expenses for newlyweds. Also, on our MoneyTalk Moment in Financial History, Nathan discusses how Capitalism led to the rapid economic progress of the 20th century, but with some unintended consequences. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/27/2025; Original Air Dates: 4/18/2024 & 9/18/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Many investors favor dividends over growth in hopes of living off those payments in perpetuity, but there are some downsides to dividends that can make this strategy less than optimal in the long-term. Donna and Nathan discuss some of the drawbacks of going all in on dividends at the cost of diversification and growth. Also on MoneyTalk, what many people get wrong about social security, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/26/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights 1:58 – Understanding Risk Tolerance 2:55 – Embracing Artifical Intelligence in Business 4:01 – Market Overview & Recent Trends 7:02 – Analyzing Job Reports & Economic Indicators 10:08 – Investment Strategies Amid Market Fluctuations 13:13 – Expectations for Fed Rate Cuts 19:15 – Corporate Earnings & Market Strength 23:19 – Final Thoughts on Financial Planning Visit www.denverwealthmanagement.com to schedule a free consultation.