Podcasts about CLU

The trontent (Tron content) train trontinues (Tron continues) on Tron week! This time we're looking at the culmination off all good things Tron in 2010's Tron: Legacy. Jeff Bridges returns to the duel roles of Kevin Flynn and Clu in a far more visually appealing and dynamic legacy sequel to the 1982 original. And it has all the Tron stuff including light cycle battles, throwing a frisbee, running about and also Tron the guy called Tron. Thanks for watching our Caravan Of Garbage reviewSUBSCRIBE HERE ►► http://goo.gl/pQ39jNHelp support the show and get early episodes ► https://bigsandwich.co/Patreon ► https://patreon.com/mrsundaymoviesJames' Twitter ► http://twitter.com/mrsundaymoviesMaso's Twitter ► http://twitter.com/wikipediabrownPatreon ► https://patreon.com/mrsundaymoviesT-Shirts/Merch ► https://www.teepublic.com/stores/mr-sunday-movies The Weekly Planet iTunes ► https://itunes.apple.com/us/podcast/the-weekly-planet/id718158767?mt=2&ign-mpt=uo%3D4 The Weekly Planet Direct Download ► https://play.acast.com/s/theweeklyplanetAmazon Affiliate Link ► https://amzn.to/2nc12P4 Hosted on Acast. See acast.com/privacy for more information.

What if the chaos in your life was part of a greater plan? In this episode of the Spiritual Journey Podcast, Nimesh Radia sits down with Beth Kraszewski — President of Purposeful Wealth Advisors — to explore the deep spiritual lessons hidden within life's transitions. From navigating divorce to conscious parenting and balancing spirituality in corporate spaces, Beth reveals how self-care, boundaries, and mentorship create resilience in the face of uncertainty.She shares her own powerful transformation, insights from supporting women through financial shifts, and a preview of her upcoming book, Stronger Than You, designed to empower women through life's most challenging transitions. Together, Nimesh and Beth explore how to observe chaos without absorbing it, and how letting go allows greater possibilities to flow in.✨ This conversation is your reminder that you are stronger than you know — and that even in moments of upheaval, your spiritual journey is leading you toward profound growth and empowerment.

Greetings Programs! Tron is one of the best movies to introduce someone to the concept of Popcorn theology.  With clear parallels to the concepts of the image of God, the incarnation, and redemption from a malevolent false deity.  This week James and Miles are joined by first time guest host Soren to create a three generational team of popcorn theologians.  Dive into the Grid with us and you may better understand yourself, your place in the universe, and the God who created you! Watch the episode here. Don't forget to SUBSCRIBE and click the notification bell. Follow & connect: https://linktr.ee/popcorntheology Support: https://www.patreon.com/popcorntheology Rate and review to get 2 FREE Popcorn Theology Stickers! Write a 5-star review and send a screenshot, along with your mailing address, to feedback@popcorntheology.com, and you'll receive 2 FREE stickers!  00:00 - Welcome & Summary 07:49 - TRON Popcorn & Theology Ratings 18:40 - TRON Popcorn Thoughts 26:21 - TRON Theological foundation  33:18 - TRON - Instrument of His Creator 43:06 - A FALLIBLE God? 47:56 - TRON Lightning Round 51:31 - Subscribe, Share, Support 54:32 - Tron: LEGACY Summary 55:44 - LEGACY Ratings 58:28 - Flynn VERSUS Flynn? 01:05:50 - LEGACY Popcorn Thoughts 01:12:43 - LEGACY Theology: Atheistic Evolution? 01:17:03 - Miracles and Parallels 01:23:54 - Getting a CLU 01:33:09 - A Father's LEGACY 01:42:18 - LEGACY Lightning Round 01:46:10 - Until Next Time... #Tron #Tron:Legacy #Jeffbridges #Tron:Ares #Filmandtheology #popcorntheology #moviereview #christianpodcast #filmanalysis #faithandfilm  #MoviePodcast #FilmReview #ChristianPodcast #MediaLiteracy #ReformedTheology Intro Music by Ross Bugden: https://youtu.be/Bln0BEv5AJ0?si=vZx_YiHK3hNxaETA 

When TRON: Legacy hit theaters in December 2010, Disney wasn't just reviving an old IP—they were resurrecting one of the strangest, most ambitious sci-fi concepts ever made. The original TRON from 1982 was a groundbreaking attempt to visualize the inside of a computer at a time when most people hadn't even touched one. It imagined programs as people, code as architecture, and morality as circuitry. It was visionary—and it bombed.By the 2000s, though, culture had caught up. The Matrix had turned cyberpunk into mainstream mythology, and the neon-noir look of Blade Runner had become visual shorthand for the future. Enter Joseph Kosinski—a former architect with a designer's precision—who re-engineered TRON not as a hacker fantasy, but as a digital myth about creation, perfection, and control.Garrett Hedlund plays Sam Flynn, son of Kevin Flynn, the hero from the first film, who vanished decades earlier. Sam follows a mysterious signal and is pulled into the Grid—his father's virtual world, now ruled by CLU, a digital clone obsessed with “perfection.” Within minutes, we're deep in a story that mirrors Star Wars: the fallen apprentice turned tyrant, the exiled master, the reluctant heir, and a world that must be remade. Kevin Flynn is both Obi-Wan and Yoda—haunted and withdrawn. CLU is his Darth Vader, a creation corrupted by its maker's arrogance.But the movie also borrows Matrix DNA. The Grid works like a virtual prison where sentient programs fight and dream of freedom. Quorra, played by Olivia Wilde, is the last of the “isomorphic algorithms,” lifeforms that evolved on their own—straight out of Ghost in the Shell's questions about digital souls. The film isn't about coding; it's about consciousness.Kosinski builds this world like a cathedral. Production designer Darren Gilford fills it with clean geometry and luminous voids. The suits by Michael Wilkinson and Christine Bieselin Clark refine Syd Mead's 1982 designs into sculpted futurism. And Daft Punk's score—half orchestra, half circuitry—turns the film into an electronic symphony. Even those who forgot the plot still remember that sound.Critics complained it was cold, that the script sounded like it was written by people who'd never heard of Google. My son Jonas nailed it: “This sounds like nobody who wrote it had heard of the internet.” And he's right. The film imagines computers as isolated kingdoms, not the networked web we actually live in. It's a pre-internet vision dressed in post-Matrix clothing.Yet that's what makes it fascinating. TRON: Legacy isn't really about technology—it's about fathers, sons, and the danger of mistaking perfection for love. Kevin Flynn's failure isn't technical; it's paternal. He built a world in his image and abandoned it. CLU inherited his father's obsession with order, and Sam inherited his resentment. The conflict isn't between man and machine—it's between generations.Kosinski would revisit that theme in Oblivion and Top Gun: Maverick: the architect of the system confronting the cost of control. TRON: Legacy is the prototype—a meditation on beauty, regret, and the limits of design.Fifteen years later, it feels almost prophetic. CLU's dream of a flawless system sounds uncomfortably close to the rhetoric of Silicon Valley. The movie's warning—that perfection becomes tyranny—lands harder in an age of algorithms, A.I., and curated identities. Its message is simple: imperfection is the only thing that makes us human.So tonight, as we gear up for TRON: Ares, we're putting Legacy on trial—not as a sequel that glitched, but as a digital myth that might've been too early for its own time. It's Star Wars rewritten by a coder, The Matrix without the leather, and Ghost in the Shell with a heartbeat.Load the disc. Power up the light cycles. Let's head back to the Grid.Disclaimer: The following may contain offensive language, adult humor, and/or content that some viewers may find offensive – The views and opinions expressed by any one speaker does not explicitly or necessarily reflect or represent those of Mark Radulich or W2M Network.Mark Radulich and his wacky podcast on all the things:https://linktr.ee/markkind76alsohttps://www.teepublic.com/user/radulich-in-broadcasting-networkFB Messenger: Mark Radulich LCSWTiktok: @markradulichtwitter: @MarkRadulichInstagram: markkind76RIBN Album Playlist: https://suno.com/playlist/91d704c9-d1ea-45a0-9ffe-5069497bad59 

Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential's Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insights on how the platform empowers financial professionals to connect with broader communities through culturally relevant financial strategies. We also spotlight a success story that illustrates the tangible impact of these conversations. From sparking authentic connections to creating new opportunities for clients and financial professionals alike, Blueprints to Black Wealth is more than a strategy — it's a movement.Guests: Jill Coyne, CLU, Sales Director, Crump, and Keita Cline, CLU, ChFC, Vice President, Business Development and Market Expansion, Prudential

If you've been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance in legacy preservation. She also shares insights for business owners, high-net-worth families, and nonprofits navigating the expanded excise tax rules.  Depending on where your clients are in their journey, OBBBA opens up some pretty powerful strategies. Let's get into it!Guest: Carly Brooks, JD, CFP, CLU, Senior Vice President, Advanced Sales, Crump Life Insurance ServicesCheck out these other resources:The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your ClientsOBBBA Summary of Key Changes

In Today's Episode... In this conversation, Ed Vargo shares his unique journey as a male financial advisor working with women, influenced by his mother's struggles with financial literacy during her divorce. He discusses the significant differences in how men and women engage with money, emphasizing the need for women to take an active role in financial discussions within relationships. Ed advocates for bridging the financial literacy gap for women, particularly younger women, to empower them in their financial decisions and align their spending with their values. In this conversation, Ed Vargo and Jordan Pendleton explore the complexities of financial conversations within relationships, emphasizing the importance of aligning day-to-day spending with long-term financial goals. They discuss the different perspectives men and women often have regarding finances, particularly in the context of marriage and divorce. The discussion highlights the necessity of regular communication about financial goals, the challenges of navigating these conversations, and the potential benefits of seeking professional financial advice. Connect with Ed Website  Instagram Facebook Resources & Free Guides  “9 Money Myths You Must Bust (Before they Hurt the Next Generation)” “The Empowered Exit: 12 Steps to Safeguard your Financial and Emotional Well-Being”  Full Program “Divorce Navigator” : A comprehensive program guiding women through the legal, emotional, and financial aspects of divorce.  About Ed Vargo Ed Vargo, CFP®, CLU®, ChFC®, AIF®, CDFA®, founder of Burning River Advisory Group, grew up in inner-city Cleveland. His mother, a first-generation immigrant, struggled financially and was stuck in an unhealthy relationship. Her challenges left a lasting imprint on Ed and his values as a husband, father, and advisor. Ed's father, a steelworker and single dad, raised four children in Cleveland's Slavic Village. Ed attended Case Western Reserve University, earning a BS in Management and meeting his college sweetheart, Wendy. Now the proud parents of five charismatic daughters, Ed and Wendy are deeply committed to women's empowerment. Ed believes financial strength is essential to a woman's health, safety, and opportunity. His commitment to helping women achieve financial independence runs through the heart of Burning River, where he provides customized financial solutions with a compassionate and caring hand.   Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can! eBook: Couples Guide to Getting on the Same Page About Money   Reminder: Subscribe, Rate & Review this podcast!   Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!  JordanPendleton.com

What happens when your company's processes are costing you more than they're helping you?In this episode of Grow Your Business & Grow Your Wealth, guest host Jack W. Reeder, CLU, ChFC sits down with Hugh Glazer, Managing Director of Winterview Group. Hugh shares why businesses—whether start-ups or long-established firms—must step back from daily operations and map their transaction flows. From uncovering inefficiencies to improving cash flow and creating better decision-making frameworks, Hugh explains how visual workflows can save money, strengthen performance, and reveal opportunities for growth.Drawing on his decades of experience, including his work with the Goldman Sachs 10,000 Small Businesses program, Hugh talks about the most common mistakes companies make, real-world turnaround stories, and why entrepreneurs need to invest in infrastructure, data analysis, and forward planning to thrive.

Send us a textIn this episode, veteran guest Jim Doyle CFP, TEP, RRC, CLU, CIWM from IG Wealth Management returns to DentalBytes for his third appearance—and it's a timely one. With interest rates climbing, inflation nibbling away at confidence, and many dentists juggling both personal and professional chaos, Jim brings a calming and practical voice to the conversation.From defining real wealth (hint: it's more than just a number) to avoiding FOMO in investment decisions, this candid discussion explores:✅ The psychological side of financial planning✅ Why “rules of thumb” can be risky for dentists✅ How to approach retirement with clarity and confidence✅ The power of diversification and professional collaboration✅ What it really takes to feel rich in today's climateWhether you're mapping your future, navigating rising costs, or just trying to figure out how to stay afloat this summer—this episode delivers the perspective you need.Support the show

Disability insurance may feel like just another thing physicians have to figure out. Like a retirement account, your employer may offer a plan, but that is almost never enough to cover your bases. Nate Reineke and Ben Utley are joined by Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF (or Larry to us). From his New York office, he's been working with doctors for more than 30 years. We break down when an individual, private policy is necessary, and when in your career you can consider dropping your policy. Be sure to listen to the end, where Larry explains the most common mistake he sees physicians make and how shopping for an agent, rather than a policy, can help you save on your premiums. If you'd like to work with Larry, you can reach him at lkeller@physicianfinancialservices.com or by phone at 516-677-6211. Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures This podcast is intended for general public use and is for informational purposes only. The Physician Family Finances podcast is not affiliated with or endorsed by Park Avenue Securities, Guardian, or Physician Financial Services and opinions stated are their own. Lawrence B. Keller is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 LEXINGTON AVE, 9TH FLOOR, NEW YORK NY, 10017, 212-261-1850. Securities, products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Physician Financial Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0C37340, AR Insurance License #1057229. 7545285.4 Exp 8/27

Bienvenidos a La Diez Capital Radio! Están a punto de comenzar un nuevo episodio de nuestro Programa de Actualidad, donde la información, la formación y el entretenimiento se encuentran para ofrecerles lo mejor de las noticias y temas relevantes. Este programa, dirigido y presentado por Miguel Ángel González Suárez, es su ventana directa a los acontecimientos más importantes, así como a las historias que capturan la esencia de nuestro tiempo. A través de un enfoque dinámico y cercano, Miguel Ángel conecta con ustedes para proporcionar una experiencia informativa y envolvente. - Miguel Ángel González Suárez te presenta el Informativo de Primera Hora en 'El Remate', el programa matinal de La Diez Capital Radio que arranca tu día con: Las noticias más relevantes de Canarias, España y el mundo, analizadas con rigor y claridad. La Dirección General de Emergencias del Gobierno de Canarias ha declarado la situación de prealerta por fenómenos costeros en Canarias a partir de las de hoy martes a las 07:00 horas. Hoy se cumplen 1.300 días del cruel ataque e invasión de Rusia a Ucrania. 3 años y 190 días. Hoy es martes 2 de septiembre de 2025. Día Mundial del Coco (World Coconut Day). Se celebra cada 2 de septiembre desde 2009 en reconocimiento a la importancia del coco. Está promovido por la ASEAN y la Comunidad Asiático-Pacífica del Coco (APCC), destacando su valor para la agricultura, la nutrición y la economía en muchos países productores como India, Filipinas, Indonesia, Tailandia, Kenia, Vietnam y Malasia. Efemérides del 2 de septiembre 31 a. C.: en Grecia, Octavio vence a Marco Antonio y Cleopatra en la batalla de Accio, asegurando su poder y el inicio del Imperio romano. 1666: comienza el Gran Incendio de Londres, que se extenderá por tres días y destruirá gran parte de la ciudad. 1752: Gran Bretaña y sus colonias adoptan el calendario gregoriano, suprimiendo once días (del 2 al 14 de septiembre). 1808 (España): se libra la batalla de Elvas, en el marco de la Guerra de la Independencia contra las tropas napoleónicas. 1868 (España): el general Juan Prim y Prats desembarca en Cádiz para iniciar la Revolución de 1868, que acabaría derrocando a Isabel II. 1945: Japón firma su rendición en la Segunda Guerra Mundial a bordo del acorazado USS Missouri, en la bahía de Tokio. 1993: en Estados Unidos se estrena la serie de televisión Los expedientes X (The X-Files), que se convertirá en un fenómeno mundial. Santos del día: San Antolín, San Elpídio, San Máxima y San Justo. Más de 800 muertos y 2.800 heridos en un terremoto de magnitud 6 al este de Afganistán. El avión de Von der Leyen sufre interferencias en su GPS y Bulgaria responsabiliza a Moscú. Illa se reunirá con Puigdemont este martes en Bruselas.España da por finalizada la peor parte de la ola de incendios: "Esta batalla la hemos ganado entre todos" Menos de dos semanas de vacaciones y más salidas a restaurantes: así viajan y comen los españoles. El auge de las viviendas turísticas en España no se detiene. En noviembre de 2024 se contabilizaron 368.295 viviendas de uso turístico registradas, con más de 1,85 millones de plazas disponibles, una cifra que ya supera la oferta de la industria hotelera, según el Instituto Nacional de Estadística (INE). Leonor comienza en la Academia General del Aire su última etapa de formación militar. Clavijo cambia de rumbo y asegura que no se cierra a la reducción de la jornada laboral: “Canarias es de las que más la necesita” El presidente canario pide debatirla, unas declaraciones que contrastan con el rechazo del Parlamento el pasado 25 de junio al apoyo para su tramitación Canarias refuerza su personal para dar celeridad al traslado de menores migrantes no acompañados. El Ejecutivo autonómico aún desconoce si el Estado tiene planificadas las derivaciones de los niños y chicos migrantes. El alcalde de Tinajo, Jesús Machín (Coalición Canaria), ha admitido durante un pleno municipal que el Ayuntamiento ha pagado en varias ocasiones el alojamiento en un hotel, ante situaciones de violencia machista, a presuntos maltratadores para evitar que sean detenidos. Los expertos descartan una erupción “inminente” en el Teide, pero advierten: “Llegará antes o después” Néstor Padrón, jefe de servicio de Protección Civil de Tenerife, ha reconocido que "el riesgo cada vez es más complejo" Los viticultores de Tenerife prevén una reducción de la cosecha del 35%. La escasez de lluvia y de frío durante el último invierno en la Isla disminuye la producción de la vendimia. El Ministerio accede a prohibir la entrada de uva peninsular para frenar la filoxera. Un día como hoy en 2003: Alejandro Sanz lanzaba el disco No es lo mismo, con canciones muy recordadas como “No es lo mismo” y “Eso” - ¿Cansado de la actualidad políticamente correcta? En "El Número Uno", la sección diaria más esperada de 'El Remate' (La Diez Capital Radio), José Juan Pérez Capote —el periodista más socarrón y palmero de las ondas— -"Alianza de Vecinos de Canarias: Abel Román defiende los derechos ciudadanos" Abel Román, coordinador de la Alianza de Vecinos de Canarias, llega a los micrófonos de La Diez Capital Radio para poner voz a las reivindicaciones vecinales y analizar los desafíos sociales de las islas. - "Moda con Francisco Mercado: Tendencia, Estilo y Sostenibilidad en Canarias" Francisco Mercado, especialista en moda y estilo, llega a La Diez Capital Radio para revolucionar tu armario con su sección dedicada al mundo de la moda. Descubre cómo vestir con elegancia, confianza y conciencia. - El Salón Náutico de Canarias quiere convertirse en el evento de referencia en el sector marítimo de las Islas Canarias. Esta primera edición tendrá lugar del 19 al 21 de septiembre de 2025 en el Recinto Ferial de Tenerife, buscando ser el punto de encuentro clave para empresas, instituciones y amantes del mundo náutico. Organizado por el Cabildo Insular de Tenerife y la Institución Ferial de Tenerife (IFTSA), el Salón cuenta con la colaboración de entidades de relevancia como FEMETE (Federación Provincial de Empresas del Metal y Nuevas Tecnologías de Santa Cruz de Tenerife), Asnáutica, el Clúster Marítimo de Canarias, Turmar Canarias y Fedesport. Hoy entrevistamos a Emérito Rodríguez Frías, Vicepresidente de la Asociación de la Náutica en la provincia de Santa Cruz de Tenerife y Carmen Fernández, Presidenta y Vicepresidenta FEMETE. - "Política Internacional con Eduardo Pintado: El Mundo desde Canarias" Eduardo Pintado, experto en relaciones internacionales y ex profesor de la Universidad de La Laguna, analiza cada semana los acontecimientos globales que impactan en Canarias y el mundo. En su sección en La Diez Capital Radio, ofrece claves para entender la complejidad geopolítica actual. - "Sector Primario Canario: Wladimiro Rodríguez Brito desgrana los retos del campo y el mar" Wladimiro Rodríguez Brito, experto en sector primario y ex profesor de la Universidad de La Laguna, analiza en La Diez Capital Radio la crucial encrucijada del campo y el mar canarios.

El Salón Náutico de Canarias quiere convertirse en el evento de referencia en el sector marítimo de las Islas Canarias. Esta primera edición tendrá lugar del 19 al 21 de septiembre de 2025 en el Recinto Ferial de Tenerife, buscando ser el punto de encuentro clave para empresas, instituciones y amantes del mundo náutico. Organizado por el Cabildo Insular de Tenerife y la Institución Ferial de Tenerife (IFTSA), el Salón cuenta con la colaboración de entidades de relevancia como FEMETE (Federación Provincial de Empresas del Metal y Nuevas Tecnologías de Santa Cruz de Tenerife), Asnáutica, el Clúster Marítimo de Canarias, Turmar Canarias y Fedesport. Hoy entrevistamos a Emérito Rodríguez Frías, Vicepresidente de la Asociación de la Náutica en la provincia de Santa Cruz de Tenerife y Carmen Fernández, Presidenta y Vicepresidenta FEMETE.

Today I welcome Mehul Gandhi (CFP, TEP, CLU) from Westmount Wealth to discuss death & taxes for incorporated small business owners in Canada.The episode is broken down into 3 parts:- the layers of tax facing the estate upon death of an incorporated professional- strategies to mitigate the tax hit- who can help us & the importance of updating our willsDiscussion points:Introduction (3:05)The layers of tax on one's estate after an incorporated business owner passes away (6:08)How much tax can our estate face with no planning? (18:00)Estate freezes (19:18)First post mortem tax reduction strategy - loss carryback (22:03)Pipeline strategy (24:34)Why it's important to keep our wills updated (27:30)Corporate share structure (30:24)Insurance to navigate illiquidity challenges (35:42)Who needs a holding company? (40:32)Tax reduction with proper planning - how much? (43:04)Help us with estate planning - who? (45:05)Closing thoughts (47:45)Mehul Gandhihttps://www.linkedin.com/in/mehulgandhicfp/m.gandhi@westmountwealth.comhttps://www.westmountwealth.com/Yatin Chadhabeyond Radiology:https://beyondradiology.thinkific.com/products/courses/ct-head-interpretation-coursehttps://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-courseEmail: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha

#ThisMorning #Retirement | Using #LifeInsurance as a #Savings #Vehicle | Phillip Snyder, CLU, The Warner Companies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Imposter syndrome isn't a weakness—it's a signal you're growing.In this candid episode, Mehul Gandhi, CFP, CLU, TEP, opens up about his journey from accidental advisor to respected industry leader. With no finance background and no built-in client base, Mehul built his career from the ground up—while quietly wondering, “Do I belong here?”Now a Senior Insurance Advisor and Estate Planning Specialist at Westmount Wealth Planning, Mehul shares how he turned doubt into drive, and how advisors can reframe imposter syndrome into a source of strength and service.In this episode, you'll hear:What imposter syndrome looks like in real advisor life—and how to recognize itHow curiosity, mentorship, and over-preparation shaped Mehul's pathWhy simplifying complexity builds deeper client trustHow he defines purpose, and what it means to be an ambassador for the industryIf you've ever felt like you're not ready, not qualified, or not enough—this episode will challenge that thinking. Because sometimes the real question isn't Why me?—it's Why not me?

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit, Alan Franks, founder of the Business Planning Institute, reveals how business owners can maximize value and achieve financial independence before selling. He stresses that most owners don't know their company's worth, let alone track it, and warns against relying solely on business income, which can trap you in a “lifestyle business.” Franks advises selling in the maturity stage, before growth stalls and expenses rise. His approach to boosting value is “good business planning with a deadline”: create documented systems, KPIs, and a management team that allows the business to thrive without you. He emphasizes transferability by developing an internal successor, which protects value in emergencies and attracts buyers. From a tax perspective, he highlights strategies like opportunity zones, deferred sales trusts, and 1031 exchanges to reduce capital gains and income taxes, particularly for owners with real estate assets. Franks' final takeaway: treat success as a team sport. Build and maintain an A-level roster of advisors, align them with your goals, and continually reassess to keep your business and exit plan on track. -- Alan Franks, CFP®, CLU®, CFBS®, is the founder of the Business Planning Institute and author of Empowered Money, dedicated to helping individuals and business owners create financial plans that fuel their fullest lives. Alan has built a career in financial planning, where he combines investments, risk management, and strategic business planning to serve clients nationwide, including business owners, tech professionals, professional service providers, and striving retirees. Based in Atlanta, Alan is known for his comprehensive, team-oriented approach that aligns personal and business finances, builds enterprise value, and creates sustainable wealth. Passionate about impact, he works to ensure clients not only grow their assets but also achieve the freedom, presence, and purpose they value most. Website: https://thebusinessplanninginstitute.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Julie Murphy is a CLU, ChFC, and CFP®—an independent CERTIFIED FINANCIAL PLANNER™, CEO of JMC Wealth Management, acclaimed author, and sought-after media expert. She's dedicated to helping people heal emotionally so they can thrive both financially and personally.Her latest book, The Four Spiritual Laws of Money, hit #1 on multiple Amazon bestseller lists, and she's also the author of Awaken Your Wealth and The Emotion Behind Money. Julie has been featured on Oprah, CNBC, The Wall Street Journal, Lifetime, and more, and is a respected voice in financial empowerment and emotional healing.After building a thriving career in traditional financial services, Julie made a bold pivot to focus on the deeper work—helping people understand and transform the emotional patterns that keep them stuck in scarcity. Her unique approach blends sound financial strategy with spiritual and energetic insight, especially for women, entrepreneurs, and families looking to build authentic wealth from the inside out.In this practical and eye-opening episode, we talk about what your money habits are really telling you, how to identify emotional money blocks, and why it's time to stop chasing money and start aligning with it instead.If you've ever wondered why you're doing “all the right things” and still feel stuck—Julie's here to help you flip that script and finally step into true financial freedom.

In this episode, we speak with Tony Steuer, CLU, LA, CPFFE, an internationally recognized financial fluency advocate, award-winning author, and host of The Get Ready Money Podcast. Financial fluency and planning mirrors much of what individuals experience in their career planning and progression. Think of mindset, personal preferences, emotions, and life goals. Topics in the discussion include: How goal setting can help you choose various paths that align with what you want in life Financial fluency is something people can learn at any point in life Understanding job and financial scams, and things to be on the lookout for if they come to you As the founder of The Get Ready Movement, Tony is leading a shift in how we think about money—not just as numbers, but as a tool for living a more intentional and empowered life. Through his books, podcast, curated recommendations, and expert insights, Tony helps financial professionals, educators, and individuals ask better questions, foster meaningful money conversations, and take purposeful action. He is the Chief Evangelist at Yetworth Collaborative and serves as an advisor to Insurance Nerds and Dingo Technologies. Tony's thought leadership has earned recognition as a Finalist in ThinkAdvisor's LUMINARIES Class of 2022 for Thought Leadership & Education. He has served as a Judge for the MAIA Awards and the 2023 Finder Innovation Awards, and as a longtime member of the California Department of Insurance Curriculum Board. A trusted voice in the media, Tony contributes as an expert content reviewer for Nerdwallet, Bankrate, and Forbes Advisor, and has been featured by ABC's Seven on Your Side, CNBC, Cheddar TV, The New York Times, Washington Post, Fast Company, Chicago Tribune, and Fox Business News. Tony's website is https://www.tonysteuer.com/ The episode is moderated by Justyn Makarewycz, Deputy Director, Employer and Recruiter Relations at the GCMC (https://www.linkedin.com/in/justyndm/)

Send us a textStefania Grimaldi works with the social cooperative La Collina in Trieste Italy.  This particular social cooperative was formed in 1988 and employees 200 people, 35 percent of which are considered “disadvantaged.”   In this episode, we briefly explore the origins of the social cooperative network in Trieste – starting with the first one called the Basaglia SC, which was features recently in a movie called 50 Years of CLU. We explore the two different types of social cooperatives – Type A and Type B.  In particular, we are interested in the Type B social cooperative because e they train and employ people who fall int the disadvantaged sector – which can involve physical and mental disability, substance use addiction and past experience with incarceration. What is interesting is how the social cooperative must operate like a business and coimpete in the market place to secure contracts to provide labor and services.  La Collina will be competing with other private entities – and therefore their workforce must be up to the job. We explore their pathway to work which involves mentoring and internship before full employment status is achieved.   The cost of the internship is underwritten by the health agency, ASUGI.   The take-aways for an American audience are threefold:·       Work is a human right, guaranteed by the UN Declaration of Human Rights and the Convention on Rights for Persons with Disabilities.  ·       So-called disadvantaged workers can achieve full employment and pursue their life aspirations·       The proper supports must be in place to ensure people are trained and prepared to pursue their employment goals  

#ThisMorning on #BRN #Finance | What You #NeedtoKnow When #Buying #LongTermCare #Insurance | Phillip Snyder, CLU, The Warner Companies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

This week's guest boldly approaches a topic that is often taboo in many families and cultures. Abbe Large, a managing director at Lenox Advisors, discusses how shame and silence often pervade conversations about finances. She talks about the underlying causes and how we can start normalizing healthy, open conversations about money, especially with our children and partners.Many of us have dreams—like writing a book—but often feel unsure about investing time or money in our goals. We explore, from a financial planning perspective, how we can intentionally invest in ourselves, and some practical tips to save and invest toward those goals. Abbe breaks down the three financial phases—accumulation, distribution, and preservation—by showing what each looks like in real life and why it's important to plan intentionally for each phase.Abbe F. Large, CLU®, CLTC, has three decades of experience dedicating herself to her clients' best interests. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2022, 2023, and 2024. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle.Learn more about Abbe:LinkedInContact: alarge@lenoxadvisors.comBook recommendation:The Untethered Soul: The Journey Beyond Yourself, by Michael A. SingerFollow me on: Instagram @stacyennisFacebook @stacyenniscreativeLinkedInYouTube @stacyennisauthorTo submit a question, email hello@stacyennis.com or visit http://stacyennis.com/contact and fill out the form on the page.

Le Castlevania makes a return to The XLNT Show to break down his work scoring Ballerina — the newest entry in the John Wick universe — and why music has become such a crucial part of the franchise's identity.We talk about everything from composing massive club scenes and mixing in key like a DJ, to collaborating with editors in real time to get the fight scenes just right. Dylan shares what makes this film his most ambitious music project yet, and why the Ballerina soundtrack might be a first-of-its-kind in film.We also get into real industry game:How to get paid properly as a producer and composerWhy most artists are missing out on royaltiesThe truth about AI and how it's already replacing film composersWhy building a brand still matters more than everIf you're a music producer who's ever dreamed of working in film, scoring video games, or just building a real career without having to tour nonstop, this episode is essential.

We're thrilled to welcome Tom Hegna, CLU, ChFC, CASL, to Above the Business. Tom is widely recognized as THE leading expert speaker on optimal retirement solutions and has earned his reputation as the definitive Retirement Income Expert. With an impressive background as a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, he brings a unique blend of military discipline, corporate leadership, and economic expertise to our conversation with Bradley.Tom has condensed his considerable knowledge into five groundbreaking books:Paychecks and Playchecks: Retirement Solutions for Life - This bestseller ranks in the top 1% of any book ever sold, making retirement planning accessible to millions.Retirement Income Masters: Secrets of the Pros - A compilation of the very best practices from the top retirement experts across the country.Paycheques and Playcheques: Retirement Solutions for Canadians - Bringing his expertise north of the border with solutions tailored for Canadian retirees.Don't Worry, Retire Happy! Seven Steps to Retirement Security - Based on his popular Public Television Special that has reached over 80 million homes in the US and Canada.Don't Worry, Retire Happy! Seven Steps to Retirement Security for Canadians - His most recent work, extending his proven methodology to Canadian audiences.When you listen, you will discover Tom's proven framework for creating optimal retirement income streams, learn why traditional retirement advice often falls short, and understand how to apply military-grade planning principles to civilian retirement challenges. His ability to make the complex simple while maintaining scientific rigor makes this episode essential listening for anyone serious about retirement security.

今年的 WWDC 我(Justin)又一次来到现场，这是我的第三次 WWDC 了，也是我最特别的一次 WW 之旅。因为这次我是跟一大群朋友一起来的，主要是谜底和 CapWords 的朋友们。我们一行7人，不仅 CapWords 带我们飞，感受了一把在 WWDC 上台领奖的喜悦(我在台下做气氛组也很激动)，我们还在 WW 结束之后前往优胜美地山里，住在小木屋夜聊了几个小时。 本期节目是我(Justin)和 CapWords 团队的在那天夜聊的内容，我们谈了开发 CapWords 的心路历程，谈了这趟来 WWDC 的不容易，也谈了大家各自开始喜欢苹果的缘由。时间过得飞快，我们还没开始进入主题，刷一下就过去了。聊得不过瘾，我们相约再来一期，只不过接下来几天我们都累坏了，下一期等我们择日再来。 再次恭喜 CapWords 成为中国首个获得苹果设计大奖(Apple Design Awards)的 iOS 应用，有这样的朋友我感到非常荣幸，虽然我在这个项目上没啥贡献，但是这些天跟大家在一起，很替大家感到骄傲，我穿上 CapWords 的队服，也感到与有荣焉。 CapWords 官网: https://capwords.app/ | 在 App Store 下载 本期嘉宾 CapWords 开发者： Acelee(强哥) @DTD_STUDIOS Clu @thexclu | Blog 61(柳毅) @liuyi0922 | Blog

This episode is sponsored by: My Financial Coach You trained to save lives who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity. Visit: https://myfinancialcoach.com/bootstrapmd/ to meet your financial coach and find out if concierge planning is right for you. ____________ Dr. Mike Woo-Ming interviews Enpo Tu, COO of My Financial Coach, to discuss how physicians can avoid common financial missteps while building long-term wealth. Enpo explains the challenges physicians face around health insurance, tax planning, business structures, and financial advising, and how My Financial Coach provides unbiased, subscription-based financial planning without commissions or product sales. Together, they cover how to set up your business with an exit strategy in mind, when and why to create an LLC or S-corp, and how to vet whether your CPA is providing real value. Enpo also shares how My Financial Coach acts as "primary care for your finances," identifying early warning signs and coordinating with vetted experts across legal, tax, and investment disciplines. Three Actionable Takeaways: Start with the end in mind: Are you building to sell, building a legacy, or creating a personal income engine? Check whether you're taking only the standard deduction—if so, ask what your CPA is really doing for you. Focus on optimizing your taxes now for guaranteed returns, rather than worrying about what the markets or government may do. About the Guest: Enpo Tu is Chief Operating Officer at My Financial Coach, where he leads an education-first, process-driven financial coaching model tailored for physicians and high-net-worth professionals. With designations including CFP®, ChFC®, CLU®, CAP®, RICP®, and an MSFS degree, Enpo brings expertise across financial planning, insurance, estate, and retirement planning. Beyond his advisory work, he has led SEO and marketing strategies that have positioned My Financial Coach as a leading resource in the financial coaching space. Enpo regularly speaks and writes on topics such as physician finances, tax efficiency, entity structures, and practice ownership.

#ThisMorning on #BRN #Finance #2091 | #Why #Consider #LongTermCare #Insurance | Phillip Snyder, CLU, The Warner Companies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #everyday

Just because you have expanded your book of business doesn't mean you're automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard. Episode breakdown: 0:27 – Gaining information to help tailor events around new clients' hobbies 2:18 – The process of collecting and utilizing those details 3:57 – Why you need to distinguish a client experience from a service model 7:13 – Categorizing clients with more positive labels 9:01 – Creating experiences even for lower-tier clients 11:45 – The challenge of communicating embedded opportunity to a seller 12:32 – Figuring out what's most important to learn about new clients 15:53 – Applying that to due diligence about your next purchase Listen to the monthly series, MDRT Presents: @mdrtpresents

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation. In this episode we discussed:Why life insurance agents struggle to succeed.The compensation structure is at the heart of the issue and needs to be revamped. Very few agents are taught to sell, rather than to service.Consumers need a fiduciary advisor to tell them what insurance they have.Advisors need to facilitate the conversation.We are in a people business and we need technology that facilitates great human connection.Connect with Adam Holt:Websites: (Asset Map) (Rubin Goldman and Associates) LinkedIn: (here) Connect with Derek Notman:LinkedIn:(here)Couplr.ai: (here) Connect with Dick Weber:Website (here)LinkedIn (here)  Podcast: ReThink. Financial Advice podcast with Adam Holt and Derek Notman (here) (YouTube)Bios: H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor PodcastDerek Notman is a the Founder & CEO of Couplr AI. Using data science and flip-flop-inspired thinking, we're tackling client acquisition & orphan client problems in the investment and insurance industries. Derek is the co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an Insurance Fiduciary® providing fee-only life insurance expertise to individuals, families and businesses seeking to make smart decisions about buying and managing their life insurance assets. Dick was the 2012-2013 President of the Society of FSP. A 58-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now is one of just a handful of fee-only insurance experts in the U.S.  Author of more than 350 articles encompassing products, sales practices, and the due diligence necessary to buy and place insurance and annuities.  Dick currently serves as a Consumer Representative to the NAIC and is a member of the Standards Resource Commission of the CFP Board.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/),  is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women's financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.In this episode, Chris and Kimberly discuss:1. Planting the Right Seeds: Why Authentic Relationships Matter2. Helping Clients Make Smarter Financial Decisions Through Knowledge3. Client-Centered Growth: How to Build a Business That Runs on Referrals4. Thriving as a Minority in a White-Male-Dominated IndustryLinkedIn: https://www.linkedin.com/in/krswealthmanagement/ Website: https://www.ameripriseadvisors.com/kimberly.r.stewart/ Facebook: https://www.facebook.com/KRSWM/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Will vs. Trust: Secure Your Legacy with Randolph Love III | The Entreprenudist Podcast   The Entreprenudist Podcast https://entreprenudist.com In this episode, Randolph Love III, ChFC®, CLU®, FLMI, CPCU—founder of ShieldWolf Strongholds—shares insights on the importance of estate planning and the roles of Wills and Living Trusts in securing your legacy with the residents of Lenox Cove Apartments in Jacksonville, Florida; orgaized by Trinisia “Trish” White of Project Access Resource Centers. Whether you're beginning your wealth-building journey or looking to protect existing assets, this discussion offers valuable considerations for your financial future. Explore Strategic Wealth Protection: Discover how ShieldWolf Strongholds can assist you with business exit planning, tax-free retirement strategies, and legacy building—all through a seamless, fully virtual process.

If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance. You'll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:24 – Continuing to learn while helping others do the same 2:39 – Investing in creating new connections 3:46 – Being service-oriented without wondering if you'll get anything back 4:34 – Developing relationships through vulnerability 7:30 – Establishing connections in a community Listen to the monthly series, MDRT Presents: @mdrtpresents

In this episode, Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP® welcomes Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, a fellow professor at The College and retirement planning expert, discuss recent shockwaves across financial markets and how financial professionals can best respond — especially when talking with their clients nearing or in retirement. They explore strategies to ensure clients' assets are secure, put them at ease with historical context, and more. Find all episodes now at TheAmericanCollege.edu/Shares.

Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they? Free financial resources & episode transcript: https://bit.ly/ymyw-525 DOWNLOAD The Recession Protection Guide WATCH the Market Volatility webinar with Joe Anderson, CFP® and Brian Perry, CFP®, CFA from Pure Financial Advisors on demand  DOWNLOAD 10 Tips for Real Estate Investors WATCH How Your Home Can Create Retirement Income on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Thanks to Million Podcasts for ranking YMYW in several of their "Best of" lists! Read more. Timestamps: 00:00 - Intro 00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® 24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide 24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA) 33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL) 44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors 44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA) 53:33 - YMYW Podcast Outro

What does successful networking look like for those in the financial services industry, and why does it matter? It's more than just attending a mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities. Pinkerton shares her journey from starting in financial services to founding the ClientFirst™ platform, aimed at enhancing the visibility and success of financial professionals by fostering a more inclusive and supportive community. Tune in for insightful strategies to grow your practice and make impactful connections in the financial industry.ResourcesClientFirst™ — Digital community platform for financial professionalsWomen in Insurance & Financial Services (WIFS) conferenceSourceshttps://www.knoxnews.com/story/money/business/2021/10/14/your-professional-image-starts-great-headshot/5797101001/

#ThisMorning on #BRN | #Retirement | #2030 | #WhatToKnow About #Disability #Insurance | Phillip Snyder, CLU, The Warner Companies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

Lori Hurkin is the Director of Casualty Claims at Nationwide Insurance. Lori has over 31 years of experience and has worked for State Farm and Nationwide. Lori spent six years honing her leadership skills and facilitating effective communication within teams as a development trainer. She has 24 years of experience in auto claims and has navigated every stage of the claim life cycle in multiple leadership roles. Lori achieved her CPCU certification in 2003 and has remained involved with the Iowa chapter and the Ethics Committee at the national level. Lori holds several prestigious designations, including CLU, CFC, SCLA, and CIC. She is a certified facilitator for both the Vital Smarts Influencer program and Corporate Coach U's Coaching Clinic. In this episode of In the Know, Chris Hampshire and Lori discuss ethics, the past, present, and future of claims, and Lori's approach to leadership training.   Key Takeaways Lori's customer service background led her into the insurance industry. In technical claims, Lori works to implement enhanced claims automation. The current state of claims automation. AI's role in the evolution of automation is encouraging but still limited. Insights into the threat actor space. The importance of ethics and insurance is highlighted in the CPCU space. Examples of ethical dilemmas in insurance. Solid leadership development in the next generation of the insurance industry. Lori's message to anyone considering a career in claims. The benefits of the CPCU designation. A five-year look at the future of the insurance industry. Lori's encouraging advice to her early career self.   Quotes “There are a lot of companies that are looking to capitalize automation, not only for the company but for the customer.” “Doing the right thing may not always be the simple answer in insurance.” “We need to make sure that we are creating and developing professionals in our baseline associates.” “Creating that world-class underwriter mindset is very important.”  

In this special episode recorded live at The College's Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate sound advice from sound bites, and why financial professionals should keep open dialogues with clients about things they hear and what's backed up by the facts. Any views or opinions expressed in this podcast are the hosts' and guests' own and do not necessarily represent those of The American College of Financial Services. For more episodes, visit TheAmericanCollege.edu/Shares.

Martin Luther once said, “There is no more lovely, friendly, and charming relationship, communion, or company than a good marriage.”A strong marriage is a blessing but requires intentional effort, especially in a blended family. Today, Ron Deal and Greg Pettys join the show to discuss a valuable resource for second marriages.Ron Deal is a bestselling author, licensed marriage & family therapist, podcaster, and popular conference speaker who specializes in marriage enrichment and stepfamily education and is the co-author of The Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family. Greg Pettys, CLU, ChFC, CFP, has thirty-four years of specialized experience in securities and life insurance sales and services. He is the co-author of The Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family.Understanding the Financial Challenges of Blended FamiliesWhen two people enter a marriage with previous financial histories, children, and life experiences, their financial situation becomes more complex than that of a first-time marriage. They may bring:Separate bank accounts and investmentsExisting debts and financial obligationsDifferent parenting and financial philosophiesThe need to provide for children from previous relationshipsConcerns over inheritance and estate planningMerging finances in a blended family isn't just about money—it's about trust, provision, and love. Without clear communication and planning, financial disagreements can create tension, causing stress in the relationship.What Is a Togetherness Agreement?A Togetherness Agreement is a structured approach for blended couples to clarify their financial decisions, ensuring transparency and unity. More than just a financial plan, it is a tool for fostering trust and eliminating fear. It's not just about bank accounts and investments—it's about love, respect, and providing well for one another. It brings clarity to emotionally charged financial topics, ensuring that both partners are aligned in their vision for the future.Why Is a Togetherness Agreement Important?1. It Provides Financial TransparencyMany couples enter marriage with financial baggage—whether it's debt, differing views on money management, or past experiences that have led to distrust. A Togetherness Agreement creates a safe space for full financial disclosure.2. It Helps Prevent Conflict Over MoneyMoney is one of the top stressors in any marriage, but in blended families, the stakes are even higher. The agreement ensures both spouses are on the same page regarding financial expectations and responsibilities.3. It Protects Children and Future GenerationsWithout a clear plan, assets and inheritance can unintentionally drift away from children from previous marriages. The agreement helps ensure that financial resources are distributed according to the couple's wishes, not just default legal systems.4. It Strengthens Marital Trust and UnityA Togetherness Agreement fosters open communication, allowing couples to plan their future confidently rather than fearfully. It shifts financial discussions from potential sources of conflict to proactive, loving conversations.What Should a Togetherness Agreement Include?A Togetherness Agreement can be as formal or informal as a couple chooses. While some opt for a legally binding contract, even a simple written plan can be valuable. Key components may include:Bank Account Structure—Should finances be merged, kept separate, or a combination of both?Debt and Credit Considerations—How will existing debts be managed, and how will future credit decisions be made?Business Ownership—If one spouse owns a business, what will happen to it in the event of death or divorce?Financial Responsibilities—Who is responsible for household expenses, savings, and long-term care for aging parents?Inheritance and Estate Planning—How will assets be distributed to biological and stepchildren?Contingency Plans—What provisions are in place for special needs children, elderly parents, or unexpected life changes?When Should Couples Create a Togetherness Agreement?Ideally, discussions about financial planning should begin before marriage. However, it's never too late to start if you're already married and haven't had these conversations.If you're dating, start the conversation now. If you're already married, don't wait—begin today. The Smart Step Family Guide to Financial Planning provides a step-by-step guide to help you navigate these important discussions.A Togetherness Agreement is an essential tool for blended families to navigate finances with wisdom, clarity, and love. By fostering open communication and financial unity, couples can build a secure foundation for their marriage and their future.If you're in a blended family, consider creating your own Togetherness Agreement today—it might be the most valuable financial decision you ever make.For more insights, pick up a copy of The Smart Step Family Guide to Financial Planning and start building a financial roadmap that aligns with your family's unique needs.On Today's Program, Rob Answers Listener Questions:My question has two parts. First, what is the best way to protect myself from identity theft? And second, our home is paid off - what's the best way to protect ourselves so someone can't come in and put a mortgage or lien on our house without us knowing about it?I'm calling regarding my estate planning. I remember somewhere in the Bible saying we are required or should leave something for our children and grandchildren. How much should we leave for our grandchildren?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineThe Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family by Ron L. Deal, Greg S. Pettys, and David O. EdwardsSplitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron BlueWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

What if retirement wasn't just about slowing down, but rather speeding up to live out the dreams you've always had? Join Bryan Sweet, CLU®, ChFC®, as he reveals key strategies to build confidence in your financial future. Through smart planning and a focus on what truly matters, he'll help you create a fulfilling and secure … Read More Read More

#ThisMorning on #BRN | #Finance | #2007 | The Taxation of Life Insurance and Long-Term Care | Phillip Snyder, CLU, The Warner Companies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

ABBE LARGE, CLU, CLTC, Managing Director at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure employee benefits as well as executive carve-out programs. Abbe is a passionate advocate for families and individuals dealing with difficult financial realities. She personally navigated these same financial complexities when caring for her father through his battle with pancreatic cancer. Abbe faced the same challenges she regularly helps others overcome, and gained an unique appreciation for the importance of being supported through these challenging times with grace and dignity. She believes that when money is removed from the equation, people can focus on what truly matters: love and family. Abbe's insightful empathy has made her a valuable resource to her clients in their times of need. Abbe was named on Forbes Top Financial Security Professionals in 2024, 2023, and 2022. Prior to Lenox, she spent eleven years at Cowan Financial Group and studied journalism at Ohio University's Scripps School of Journalism. In her free time, Abbe loves participating in outdoor activities such as paddleboarding, boating and skiing while also investing in her own health through good nutrition and exercise. Above all else, she values spending time with her husband and their three children and pup. With an unwavering commitment to both her profession and community alike, Abbe shines as an endlessly passionate individual who continually works towards achieving greatness every day. Abbe's info: Website: https://www.lenoxadvisors.com/ Facebook: https://www.facebook.com/LenoxAdvisors LinkedIn: https://www.linkedin.com/company/lenoxadvisors Please click the button to subscribe so you don't miss any episodes and leave a review if your favorite podcast app has that ability. Thank you! Visit http://drlaurabrayton.com/podcasts/ for show notes and available downloads. © 2014 - 2025 Dr. Laura Brayton

Host Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® welcomes Jason Fichtner, PhD, an expert on Social Security and retirement policy, for a conversation on the current status and future of the popular and cornerstone benefit program. They cover the impact of the latest regulatory updates on Social Security, what may happen to benefits in the future, and how financial professionals can work with their clients to secure their retirement planning. Find all episodes at TheAmericanCollege.edu/Shares.

On this episode of The Authority Company Podcast, Joe sits down with financial expert and author David Scranton to explore the secrets of attracting, rather than chasing, clients. As the author of Attract and Grow: The Financial Advisor's Blueprint for Attracting $50 Million in Annual Assets, David shares his insights on how financial advisors can differentiate themselves, build a thriving practice, and shift from a growth-based investing model to an income-generating strategy. David also breaks down the AIDA strategy (Attention, Interest, Desire, Action) and explains how advisors can leverage branding, education, and specialization to stand out in a crowded industry. He discusses the key elements of building a “$50 Million Team”, the importance of scaling a financial advisory business, and what the recent AI-driven stock fluctuations could mean for the market. Whether you're a financial professional looking to refine your approach or an investor curious about market trends, this episode is packed with valuable insights.DAVID J. SCRANTON, CFA®, CFP®, CHFC®, CLU®, is an Amazon bestselling author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors' Academy. David is on a mission to help retirees and preretirees understand the strategic value of shifting their investment focus to an income-first approach. 

Record Guest Mix - Yves V 01. Yves V, Chester Young, .EXA - Insanity [Extended Mix] 02. MORTEN & David Guetta - Night In Detroit [Extended Mix] 03. Yves V & NEO - Slow Me [Extended Mix] 04. Rbør, Simo Moumen - Never Go Back (Extended Mix) 05. Zaro - Manema (Extended Mix) 06. Anthony Keyrouz, Felix Schorn - Spectrum (Say My Name) (Extended Mix) 07. Yves V, Sirona & Sonaba - unforgettable (Extended Mix) 08. Max Styler & CluÌb de Combat - On Repeat (Extended Mix) 09. Yves V & Sevenn - Pumped Up Kicks [Extended Mix] 10. Mau P - Merther (Extended Mix) 11. Yves V & Joyse - All Of The Lights (Extended Mix) 12. Max Bering - Chasing Dreams (Extended Mix) 13. Vintage Culture, Fancy Inc, Meca - Electricity (Extended Mix) 14. Yves V - Now Or Never (Club Mix) 15. Artbat Ft. Braev - Humans (Original Mix)

Send us a textDr. Giovanna  Del Guidice has spent her entire career in pursuit of promoting a more humane and relationship-based treatment ethos for people living with mental health conditions.  In this interview we hear the story about how she boldly travelled to Colorno Italy as a young psychiatrist in her 20's to meet Franco Basaglia in person.  The fact that she had read his books and wanted to follow his lead, because she was uncomfortable with the teachings of conventional psychiatry, clearly impressed him because you will hear the story about how she was offered a job and became part of the original equipe!  On her part, it was a bold move but clearly changed the trajectory of her life.  Giovanna, since 2010, has been involved in the Conferenza Basaglia (CONFERENZA PERMANENTE PER LA SALUTE MENTALE NEL MONDO FRANCO BASAGLIA ).   This is an organization that she co-founded with Dr. Franco Rotelli, the psychiatrist who followed Franco Basaglia to lead the mental health department in Trieste in the late 1970's.   She currently serves as president.From the website, her biography is presented:“Psychiatrist, one of Franco Basaglia's collaborators, has worked since 1971 in the deconstruction process of the Trieste psychiatric hospital and for the construction of community mental health services. She was director of the mental health department of the Caserta Health Authority (2002-2006) and of Cagliari (2006-2009). Mental health consultant of the Calabria health councilor. She is a champion for the abolition of mechanical restraint in mental health services,  which is seen as a remnant of the old asylum culture and is detrimental to the dignity and rights of those who suffer it, but also negatively impacts the operators who are required to implement it.  She is the author of a book … e tu slegalo subito (“and you untie it immediately”) which was published in 2020.  [Note:  this Vimeo trailer for the book underscores why this is such an inhumane practice.] In this episode, we are aided by the translation skills of Erika Rossi, a documentary filmmaker who recently directed a film that features Giovanna Del Guidice among many others.  The film, 50 years of CLU, captures the story of the formation of the first social cooperative in Trieste.  

Hello Rank Squad! We're taking things a little off-piste this week here on Ranks, stepping away from the transfer news that has dominated the headlines (and our recent podcasts) to take a bit of a wider look at the season so far as a whole - and specifically who has put themselves in strong positions to lift trophies at the end of the campaign. We start things off by looking back at the final of the Supercopa de España where Barcelona beat Real Madrid 5-2 to lift their first silverware of the season, and examining what the performance means for the hopes of both clubs for the rest of this season. It leads us into a discussion around the Champions League and who looks on course to go deep. In Part Two, we discuss four of Europe's biggest leagues, the Premier League, the Bundesliga, La Liga and Serie A, and the title races that exist within them; before finishing with a quick look at the Europa League and the Conference League for good measure.It's Ranks!  And remember, if you'd like more from the Rank Squad, including extra podcasts every Monday and Friday (including our weekly Postbox taking a look at the whole weekend of football) and access to our brilliant Discord community, then why not join us here on Patreon?

In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final decision of the year. We discuss why markets reacted sharply to the news and what it means for investors. We also spotlight 10 ETFs to watch for 2025. From strategies to hedge against the "Magnificent Seven" in the S&P 500 to leveraging rate-sensitive sectors like utilities, we cover it all. Tickets of ETFs discussed: ZGLD.TO, ZLB.TO, CLU.TO, PRF, RSP, FBTC.TO, ZEO, HXE, HUTS.TO, UBIL-U.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Moderator: Bela A. Pandit, DPM, FACFAS Guest speaker: Sara Samuels, JD, CLU, RICP Run Time: 32m

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Like you, personal finance specialist and noted media contributor Leonard Raskin has seen significant change in money matters and management during his career of over 27 years. Leonard has a unique ability to make simple, the complexities of an ever evolving financial marketplace. His fusion of straight forward, honest advice with a warm personal touch is what you can expect if you engage his services.Leonard holds a Masters Degree in Financial Services. He is a CFP, ChFC, CLU, CASL*, CAP, AEP.Leonard works with The Lardarius Webb Foundation, The Jacoby Jones Foundation, and the Steve Smith, Sr. Foundation. His charitable work, contributions to the organizations and his welcoming conversations with the people he advises enable them to understand that their lives are taken care of by somebody that knows what he's doing.Born and raised in Baltimore, he now lives just 20 minutes from his childhood home. He married Kathy (Uhlan) in February 1994. Kathy is a Certified Public Accountant (CPA). They currently live in Phoenix, Maryland with their son, Matthew and his dog Larry. Connect with Leonard Raskin: Website: WWW.RaskinGlobal.com Facebook: www.facebook.com/RaskinGlobal LinkedIn: www.LinkedIn.com/in/LeonardRaskin TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152