Podcasts about crpc

Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson https://www.amazon.com/dp/1544524250 Chadwillardson.com Two-thirds of American parents today think their children are spoiled. From toys and laptops to smartphones and cars, our kids have grown increasingly entitled in what they believe we should do for them. Kids may not appreciate the value of a dollar, but it's hard to blame them. After all, what have they learned about money? Managing finances is rarely covered in schools, and as a parent, you probably don't know where to start. How do you provide a strong foundation of financial knowledge for your kids with these gaps? What should they learn each year? How do you teach a skill set you never received yourself? In Smart, Not Spoiled, financial expert and bestselling author Chad Willardson provides you with practical tools, tips, and stories that will help you teach the kids in your life how to think about money. Chad explores the seven skills your kids should know—and master—before they're adults and helps you improve the financial literacy of everyone in your household. When it comes to financial success, you want your kids informed and prepared. This book is your chance to learn together so that the new path you forge for future generations is the right one. About the author Chad Willardson, CFF, CRPC, AWMA, is the President of Pacific Capital (a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families) and ELEVATED (a coaching program for a select group of growth-focused entrepreneurs). He is the author of six best-selling books, creator of a new banking app that helps kids manage money, and Co-Host of The Smart Money Parenting Show, number 2 Podcast on Apple worldwide for Parenting, Kids & Family. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2 percent of over 16,000 Financial Advisors nationally. In addition to serving the family office clients of Pacific Capital, Chad also manages the 650 million dollar investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., NASDAQ, Yahoo Finance, U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.

“A rising tide lifts all ships” means that when the overall stock market is moving higher, many individual stocks tend to rise along with it. But can the current technology-driven rally continue, or are investors becoming too dependent on a small group of major companies?In this episode, we discuss Kevin Warsh's first interest-rate decision as Federal Reserve chair and why we believe keeping rates unchanged was the right move. Warsh delivered a disciplined message, explaining that the Fed has a plan but does not want to make unnecessary projections about an uncertain future. His decision to move away from traditional forward guidance may be good for long-term investors who want markets to operate on economic fundamentals, but more difficult for short-term traders looking for clues about the Fed's next move. Warsh also announced expert task forces that will examine major issues facing the Fed, including communication, inflation measurement and the quality of economic data.We also discuss Hillary Clinton's surprising support for President Trump's Gaza plan, the difference between headline CPI and core CPI, what fiat currency actually is and whether the broader market can continue benefiting from the strength of technology stocks.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Teach a man to fish… or give him everything? In this episode of Upticks, Jake and Cory tackle one of the most misunderstood truths in financial planning: there's no one "right" answer—only better questions. We break down the real trade-offs behind major financial decisions, including: •    Is real estate better than stocks—or just more work? •    How much international exposure could your portfolio need? •    Are "boring bonds" still worth owning in today's market? •    Should you retire the moment you can… or wait? •    And one of the biggest debates of all: Do you spend your money… or leave it behind? From concentrated risk and hidden ROI to legacy planning and financial independence, this conversation challenges many investor questions. ---------------

Most small business owners spend almost all of their time working in the business, but not enough time working on the business.In this episode, we sit down with Sam Slater, a former Google executive with over a decade of experience in design strategy, to talk about how entrepreneurs and solo-preneurs can get clear, identify the real problem, and create a plan for moving forward.Sam helps small businesses turn chaos into a clear, linear process by asking the right questions: who, what, why, and how. Through his in-person workshops and Clarity Clinic, he helps business owners address challenges around growth, client communication, client retention, operations, and more.We also talk about why business owners often struggle to step back, prioritize, and address problems head on, and how a 30, 60, 90 day roadmap can help create real momentum.Learn more about Sam and his work:Sam Slater Consulting samslaterconsulting.comInstagram: @the_clarityclinicHosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

The stock market had a rough week, with all three major indexes finishing lower despite a stronger-than-expected U.S. jobs report. The economy added 172,000 jobs, unemployment remained steady at 4.3%, and investors immediately began reassessing the outlook for interest rates. Why would a strong jobs report hurt stocks? In this video, James explains how stronger employment can keep inflation concerns alive and increase the likelihood that interest rates stay higher for longer. We also discuss the recent rise in the 10-year Treasury yield, why markets are now pricing in a greater chance of higher rates, and what that means for investors.We also cover the latest developments surrounding the Strait of Hormuz and the conflict involving Iran, why the economy and the stock market are not the same thing, and how concerns about inflation and stagflation continue to impact investor sentiment.Finally, we look ahead to what could become three of the biggest IPOs in history: SpaceX, OpenAI, and Anthropic. If these companies join the Nasdaq, index funds may be forced to buy shares, potentially creating significant shifts in market flows and valuations.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Most people follow "common sense" financial advice… But what if some of those rules are actually costing you money? In this episode of Upticks, Jake and Cory break down some of the most popular financial questions and strategies—and challenge whether they make sense. ---------------

The stock market is back at all-time highs, with the Dow, S&P 500, and Nasdaq all closing at new records. The S&P 500 also posted its 9th straight week of gains, but as exciting as this moment feels, it is important to remember: this too shall pass.In this Friday market recap, James breaks down why investors should avoid getting too emotional when markets are up or down, how the AI revolution is still driving this market cycle, and why this moment could be compared to major periods of innovation like the railroad, the internet, and other major technology shifts.We also cover the big moves of the week, including Snowflake's huge gains, Costco's decline, weakness across most of the Magnificent 7 outside of Microsoft, crude oil moving lower, and the 10-year Treasury yield closing lowering to around 4.4% helping investors take a more risk on approach to the market.James also discusses whether it may be time to take profits in major winners like Western Digital, SanDisk, and Micron, plus what massive potential IPOs like SpaceX, OpenAI, and Anthropic could mean for the market. If these companies go public, money has to come from somewhere, and that could create a major shift in where investors are allocating capital.The AI story is still the main driver of this market, but record highs can also bring new risks, new emotions, and the possibility of a pullback. The key is staying disciplined, investing in progress, and understanding that markets are always moving in cycles. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

The Dow closed at a record high today while the S&P 500 wrapped up its 8th straight week of gains, showing just how strong momentum has been despite constant concerns about inflation, interest rates, and global uncertainty. Nvidia once again crushed earnings, raised its dividend to $0.25 per share, and announced an $80 billion share buyback program. Even though the stock dipped after earnings, these moves are often viewed as bullish signs for long term investors and reinforce Nvidia's critical role in powering the AI buildout.At the same time, the 10 year U.S. Treasury yield nearly touched 4.7% earlier this week before falling back below 4.6% by Friday's close. For investors looking for stability or less market exposure, earning close to 4.7% backed by the U.S. government is becoming an increasingly attractive option. Gold futures also moved lower as investors continue weighing inflation expectations, interest rates, and broader market sentiment.We also discuss Michael Burry's latest warning that the stock market has “jumped the shark,” what that phrase actually means, and why some investors are questioning his repeated bearish calls over the years. Plus, we cover Kevin Warsh stepping in as the new Fed Chair, what history tells us about markets testing new leadership, and why AI may reshape jobs and productivity over the next decade rather than simply replace workers.As always, our goal is to help you cut through the headlines and focus on what actually matters for long term investing.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Are smart, successful professionals unknowingly making retirement planning mistakes? In this episode of Upticks, Jake and Cory break down some of the most common retirement myths. Even the ones high earners and financially savvy individuals may still believe. From assuming your expenses will drop in retirement to relying on outdated rules of thumb, these misconceptions can quietly derail your long-term financial plan. They also unpack a popular strategy used by ultra-wealthy investors where they borrow against their stock instead of selling it. They explain reasons why it may not be as safe or accessible as it sounds. ---------------

Send us Fan MailKevin Sebesta, CRPC joins me for a fun and entertaining discussion about spending in retirement. We speak about how to maximize spending for fun, travel, and personal care.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

For any questions, suggestions or queries, you can follow and reach out to us on twitter ⁠https://twitter.com/AbhasMishra⁠ or our website ⁠https://anchor.fm/abhas-mishra⁠Criminal Law(Amendment) Act, 2005 —  inserted Chapter XXI-A (Sections265A–265L) into the CrPC, establishing plea bargaining in India.BNSS, 2023—  Chapter XXIII, Sections 289–300. Key changes: (a) 30-dayapplication window from date of charge framing (S.290); (b) enhanced leniencyfor first-time offenders (S.293). Core conviction-mandatory framework retained.Section 359BNSS —  Compounding of offences. Successfulcomposition has the effect of acquittal (S.359(8)).MalimathCommittee Report, 2003 —  Recommended introduction of pleabargaining for speedy disposal.NCRB 2023—  ~1.65 crore cases tried; ~35,889 disposed via pleabargaining (~0.216% disposal rate).Supreme Court,In Re: Policy Strategy for Grant of Bail (2022) —  Bench of Justice SK Kaul and Justice Sudhanshu Dhulia:observations on sentence-only bargaining, triple approach (plea bargaining +compounding + probation).Comparativestats —  US ~90–95%; Canada ~85–90%; Australia~80–90% criminal disposals via negotiated pleas.Pendency—  ~58 million cases pending across Indian courts (as of2023–24 data).Views and opinions expressed by the guest are their own and do not reflect the opinions of the channel or the host. None of the views are meant tomalign any religion, ethnicity, caste, organization, company or individual. The contents of the show are meant to spread awareness and should not beconsidered legal advice. Do not imply solicitation. The host will not acceptany liability for the actions of the listener. Always consult a lawyer. LinkedIN profile of our Chambers: ⁠https://www.linkedin.com/company/76478950/⁠

“In the short run, the market is a voting machine. In the long run, it is a weighing machine.” – Benjamin GrahamMarkets had a strong week but closed Friday in the red. Was it headlines, politics, or the Middle East? Maybe partly. But the bigger story may be interest rates and Treasury yields staying elevated, making lower-risk investments like Treasuries more attractive than stocks in the short term.James breaks down the latest market news, China trade talks, oil prices, the Fed outlook, and why long-term investors may need to stay focused on the bigger picture. Volatility is normal, cash can create opportunity during dips, and AI could still be one of the biggest growth stories ahead.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

A re-release from 2017 but still valid. This one addresses CRPS and children, it's always distressing when children develop CRPS and I've seen many with very limiting problems.   I've first worked with people with CRPS in the early 1980's when it was called RSD, reflex sympathetic dystrophy, and the key to my success then, and now, isn't just the evidence and approach I take, but my ability to create a really strong therapeutic alliance with my clients, and nowhere is that more important than when working with children.   If you want to discuss treatment options to help book a conversation  Check out my website there is a page about specialist help for persistent and complex pain conditions I work with https://jillwigmore-welsh.com/specialist-chronic-pain   Complex Regional Pain Syndrome, CRPS Chronic Pain & Body Image Treatment in Reading, London and UK wide via webcam  I'm in the UK and provide treatment in the UK and for UK registered residents but who travel all around the world.  I also provide movement lessons around the world, these are educational and not therapeutic, they provide you with tools to begin safely and kindly reconnecting with your body. If you have CRPS you are welcome to contact me for help, I am particularly interested in working with neurodivergent individuals interested in lifestyle and behaviour change, neuroscience, improving sleep, reducing inflammation, managing anxiety, and improving quality of life. 

Are you a corporate executive or high earner wondering if your nest egg is truly enough for retirement? In this episode of Upticks, Jake and Cory dive deep into the "$2 Million Retirement Gap" The hidden risks and blind spots that can derail even the most well-funded retirement plans. Discover reasons net worth isn't the whole story, ways income structure and tax efficiency shape your financial future, and the critical mistakes to avoid with employer stock and withdrawal sequencing. ---------------

The market just hit a new all time high, with the S&P 500 pushing toward 7400 and the Nasdaq closing its 5th straight week of gains. So what happens next… are we heading for a melt up or a pullback? In this video, we break down: Why the market feels great right now… and why that can change fast. The latest jobs report and what it means for the economy. How AI is driving massive spending and earnings growth. Why the next 12 to 24 months could be one of the biggest investing opportunities we have seen. The “risk off to risk on” shift and why cash on the sidelines could flood back into the market. The truth is, nobody knows exactly what happens next. But staying even keeled and trusting the process matters more than trying to time every move.If you are investing right now, this is a conversation you need to hear.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Caring for aging parents can be overwhelming—especially when families are forced to make big decisions during moments of crisis. In this episode of Upticks, Jake and Cory sit down with Don and Elaine Minter of Senior Care Authority to unpack the real challenges families face when navigating senior care, assisted living, memory care, and long-term planning.

Rev. Patrick Hines, James Thornton, Henry Johnson, and Ruling Elder Ryan Kiser walk through the Westminster Confession of Faith, Chapter 14 "Of Saving Faith"

This APCCC podcast with Elena Castro features a detailed discussion on recent advances and ongoing debates in the treatment of castrate resistant prostate cancer (CRPC), including the placement of lutetium, biomarker-driven therapy, and emerging treatment options.

What if learning to build wealth didn't start with perfect decisions—but with real mistakes? In this episode of Upticks, Jake and Cory pull back the curtain and share the biggest personal financial mistakes they've made—from early career missteps to hard‑earned lessons about investing, debt, and money mindset. ---------------

If you have ever looked at your life and wondered, "There has to be more than this," this episode is your invitation to step forward.   In this episode of She Shift, host Pamela Stone sits down with Chamie Townsend, CFP(r), AAMS(tm), CRPC(tm) -- Certified Financial Planner and CEO of Elevated Wealth Advisory Group -- for an honest, empowering conversation about financial planning for women over 40. Whether you are rebuilding after divorce or loss, launching a new business, or simply searching for the confidence to take control of your money, this conversation meets you exactly where you are.   Chamie brings rare candor and deep expertise to the topics women in midlife need most: overcoming money fears, building wealth after 40, late-start investing, and what real financial empowerment actually looks like when your life is changing. Together, they explore why aligning your finances with your values is more powerful than any investment strategy alone -- and why it is never too late to start.   This episode is part of She Shift's Financial Literacy Month series, designed to give women the practical wisdom and confidence to step fully into their financial what's next.   3 KEY TAKEAWAYS FOR YOUR TODAY: SEO NOTE: Your original takeaways preserved and lightly expanded for search context.   • Pause and Breathe: The unknown can feel overwhelming -- but it is also the doorway to clarity. Give yourself grace as you discover what truly moves you forward. • Start Small, But Start: Do not let fear or "too late" thinking keep you still. Even $25 a month invested, or one new healthy money habit, is real, meaningful progress. • Align With Your Values: Your financial journey is not just numbers on a page. Name what matters most -- and let your spending, saving, and planning reflect those values   Stay Connected:  Website: https://myelevatedwealth.com   I've been loving Audible because it makes it easy to keep learning while I'm driving, walking, or doing everyday tasks. If you want to try it, check out the link below https://amzn.to/4tD9kvq    

Most people chase net worth—but few stop to ask whether it might actually pay them in retirement. In this episode of Upticks, Jake and Cory break down a mistake they see all the time: confusing a big balance sheet with sustainable retirement income. Using real‑world examples (and an unexpected stroller analogy), they explain why a high net worth might not automatically mean financial freedom—and how it could create a false sense of security as retirement approaches. ---------------

Many people assume that once you're financially secure, retirement should feel easy. In reality, some of the most financially prepared people struggle the most with the decision to retire. In this episode of Upticks, Jake and Cory break down the real psychological reasons financially secure individuals might be afraid to retire—even when the numbers say they're ready. ---------------

Market drops feel very different once you retire—and that fear is real. If you're no longer contributing to your portfolio and instead relying on it for income, volatility doesn't just feel uncomfortable… it feels threatening. In this episode of Upticks, Jake and Cory break down reasons market swings hit harder in retirement and what can help retirees regain confidence during uncertain markets. ---------------

In this conversation, Brandon sits down with Karen Calderon aka The Money Chica, a certified financial coach whose brand centers on helping people feel clear, confident, and in control with their money. They talk about budgeting, behavioral finance, scarcity mindset, cultural differences in financial literacy, credit card debt, and why financial clarity has to come before trying to fix everything else. Karen's approach emphasizes getting clear on what is really causing money stress, building a system that fits real life, and aligning spending with what actually matters. They also discuss money in relationships, why couples often struggle to communicate about finances, and why sharing life often means sharing money too. The Money Chica site highlights that clarity, support, and realistic systems are the foundation for long-term financial peace. #financialliteracy #moneymindset #budgeting The Money ChicaKaren Caldarone, Certified Financial Coach, M.A.https://themoneychica.com Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Most retirees focus on how much they've saved but overlook the hidden tax bill that can quietly drain their income for decades. In this episode of Upticks, Jake and Cory break down reasons two people with the same net worth can have wildly different retirements, all because of how, and when, they pay taxes. From required minimum distributions (RMDs) and Social Security taxation to Medicare IRMAA surcharges, they explain ways poor tax planning can turn the IRS into your biggest retirement expense. Checkout Upticks 379: https://youtu.be/i6IqYOMt1Zg ---------------

We believe the market will fall again (someday) — the real question is whether your plan is built to survive it. In this episode of Upticks, Jake and Cory break down reasons trying to predict market crashes is a losing game and what can truly separate investors who panic from those who stay standing. They discuss reasons timing the market doesn't work, ways portfolio construction and cash flow planning matter more than predictions and understanding what you own and why you own it can be critical when volatility hits. ---------------

Send us Fan MailKevin Lyles, CRPC™️ joins me in a discussion about risk mitigation when market valuations are high.Are there actions to take, and when are these actions appropriate?If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Why would two advisors walk away from big firms, turn down large offers, and start over from scratch? In this episode of Upticks, Jake and Cory share the real story behind Falcon Wealth Advisors — where they came from, why they built the firm the way they did, and how their philosophy puts long‑term client relationships first. This conversation goes beyond credentials and performance. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #financialplanning #wealthmanagement #retirementplanning #financialeducation #independentadvisors #longtermplanning #taxplanning #investingwisely #uptickspodcast #falconwealthadvisors

High performers don't break under pressure—they adapt. In this episode of Upticks, Jake and Cory sit down with former NFL athlete Jon McGraw to unpack what it really takes to perform when the stakes are highest. From elite sports to investing, Jon shares how the brain and body respond under pressure—and why mindset alone isn't enough. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #performancemindset #investormindset #highperformance #resilience #mentalstrength #leadershipdevelopment #financialpsychology #decisionmaking #pressureperformance #uptickspodcast

The stock market is near all‑time highs—but consumer confidence is near historic lows. So, what's really going on? In this episode of Upticks, Jake and Cory break down the growing disconnect between Wall Street and Main Street—and reasons booming markets don't necessarily mean households feel financially secure. If you've ever wondered why the market is up but your confidence feels down, this episode will help you understand the mechanics—and more importantly, how to think about your own financial structure in today's environment. ---------------

What if one of your biggest retirement risks isn't the market… but how you take income from your portfolio? In this episode of Upticks, Jake and Cory break down the retirement paycheck stress test—a smarter way to turn your nest egg into a reliable income stream without relying on guesswork, outdated rules, or flashy products. ---------------

Send a textJoin Kevin Sebesta, CRPC™️ and me as we discuss many aspects of aging and elder care. Along with general aspects of aging, Kevin and I discuss our personal journeys with aging parents.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Most people focus on retiring as soon as possible — but what if waiting could improve your life and your financial plan? In this episode of Upticks, Jake and Cory break down the often-overlooked benefits and drawbacks of delaying retirement. From compounding returns and higher Social Security benefits to burnout, health uncertainty, and lost "go‑go" years. ---------------

“Personalization” has become one of the most overused words in wealth management and one of the hardest promises to actually deliver. Clients want portfolios that reflect their goals, values, tax realities, and life events. Firms want scale, efficiency, and fewer operational landmines. Too often, those two goals collide. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Joshua Allen, CEO of TCP Asset Management, to unpack what real portfolio personalization looks like inside a fast-growing RIA and why most firms underestimate the operational cost of getting it wrong. Josh shares how TCP moved beyond model-only workflows, where automation actually helps (and where it doesn't), and why saying no to most technology is critical to scaling personalization without creating an ops headache. Key takeaways: How hiring a director of advisory services strengthened tech integration Why deeper use of existing tech beats adding more tools to the stack How personalized portfolios are driving referrals across generations Why most “personalized portfolios” still feel identical to clients What's real vs hype when it comes to AI in portfolio management Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Joshua Allen: LinkedIn: TCP Asset Management Website: TCP Asset Management About Our Guest: As a founding Partner and  Chief Executive Officer of TCP Asset Management, Josh Allen is charged with leading a team of wealth advisors in practice management, business development, and innovative planning solutions. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic. Josh and his team have developed and refined a process that is comprehensive in nature and ties together: investment management, risk management, retirement income planning, estate planning, business and family legacy planning, and philanthropy. This exclusive process allows them to put together all the pieces of the financial puzzle for their clients as their lives unfold and be engaged when their needs evolve. Josh received a Bachelor of Science degree from The Ohio State University in Family Resource Management. He also received a certificate in Financial Planning from Boston University. Upon completion of the education, examination and experience requirements, Josh obtained the Certified Financial Planner, CRPC® and CRPS® designations. His securities licenses include the series 7,9,10 and 66 and State of Ohio insurance license. Josh is married to Branda, who is also one of his business partners. They together have three children, two dogs and two cats. As a family they love the outdoors, whether it is on the beach or in the mountains, they are always up for an adventure.

Bitcoin has crashed. Gold and silver are surging. Headlines are loud—but what actually matters for long-term investors? Jake and Cory break down what's happening with Bitcoin, gold, and silver—and why chasing hype can quietly derail a solid financial plan. We talk about: •    Why Bitcoin has no intrinsic value (and why that matters) •    What's really driving the surge in gold and silver prices •    The difference between speculation and smart diversification •    How professional investors think about "insurance assets" •    Why singles and doubles beat home runs in real-world investing This conversation isn't about predictions or quick wins. It's about cutting through noise, understanding risk, and building a portfolio that can better withstand multiple economic cycles. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #bitcoin #goldinvesting #silverinvesting #financialplanning #investingeducation #portfolio diversification #wealthmanagement #marketvolatility #financialliteracy

Is Social Security going bankrupt? Is it a mistake not to claim benefits early? And how should you factor it into your retirement planning with clients? In this episode of the Shares podcast, Michael Finke, PhD, CFP® and Martha Shedden, CRPC®, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), look at the myths surrounding Social Security as well as some foundational and advanced concepts for including it in your clients' retirement planning strategies. Want to learn more about Social Security planning? Visit TheAmericanCollege.edu/RSSA. Find all episodes at TheAmericanCollege.edu/Shares.

In this episode of The Impostor Syndrome Files, we talk about where confidence comes from. My guest this week is Jennifer Sahady, a personal finance expert, speaker and passionate advocate for financial literacy and gender equity. In a field that hasn't always welcomed women or fresh perspectives, Jennifer shares how she's charted her own path by focusing on service, curiosity and the quiet power of believing that her voice matters too.We talk about why so many of us wait to speak up until we feel like an “expert,” and how that silence can cost others the benefit of our unique insights. Jennifer shares how she's navigated self-doubt in male-dominated spaces, and why imperfect action is a courageous step toward change. We also explore the importance of mental space, daily reflection and surrounding yourself with people who energize rather than drain you.About My GuestJennifer is an accomplished public speaker and expert in personal finance. She delivers memorable and impactful presentations customizing her financial wellness message to a wide variety of audiences from high school students to executives. Jennifer has delivered presentations at Fortune 500 Companies including jetBlue, Barclays and Sony. Jennifer is a 2025 PLANADVISER Emerging Leader Winner, a 2025 NAPA Woman of Excellence Winner and has won the RAC Award with her clients in 2025 and 2024. Jennifer was a featured TEDx speaker on Money and Relationships. Jennifer has spoken at the Bryant Woman's Summit three times. Jennifer has spoken at the Providence and Worcester Chamber of Commerce. Jennifer is currently a Senior Financial Wellness Consultant on MMA's Retirement Services team and a small business owner. Jennifer graduated Summa Cum Laude from Bryant University and has an extensive background in financial education. Jennifer holds the FINRA Series 7, 63 and 66 licenses as well as the CFP, CPFA, CRPC and AIF. ~Connect with Jennifer:YouTube: https://youtu.be/CGttIHnfBbE?si=qfOIoFOWmFVkPwKz LinkedIn: https://www.linkedin.com/in/jennifer-sahady ~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://www.kimmeninger.com/challengeLearn more about the Leading Humans discussion group:https://www.kimmeninger.com/leadinghumansgroupJoin the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-sessionConnect on LinkedIn:https://www.linkedin.com/in/kimmeninger/Website:https://kimmeninger.com

We believe hot tips fade, but rules can endure. In this episode, Jake and Cory share principles that can actually drive results: how our analysts read earnings, how we construct portfolios (and ways diversification wins), what can really put markets at risk, and how policy headlines fit into the plan. If you want a durable, rules‑based way to invest, start here. ---------------

Most people in today's housing market are asking the wrong question and it could be costing them thousands. Jake and Cory break down the real math behind mortgages, refinancing, downsizing, renting out homes, and reasons your cash flow—not interest rates—should drive big housing decisions. If you've ever wondered: •    Should I wait for mortgage rates to fall? •    Does refinancing actually save me money? •    Should I keep my low rate and rent my home instead of selling it? •    Is downsizing in retirement even worth it anymore? •    How do I know if a housing decision truly improves my financial plan? …this episode gives you a clear, simple framework—without guessing, without relying on headlines, and without getting trapped by emotional or "rule of thumb" thinking. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #mortgagerates #refinance #housingmarket #retirementplanning #cashflow #financialplanning #downsizing #realestate2026 #wealthbuilding #upticks

In this episode, Jake and Cory discuss the concept of financial nihilism, particularly among Gen Z, who feel disillusioned with traditional economic systems. They explore the psychology behind gambling behaviors in younger generations, the impact of student debt, and the importance of investing versus gambling. The conversation emphasizes the need for financial literacy and the power of compounding in building wealth, while also addressing the cultural shift towards gambling as a perceived solution to financial instability. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to Jake's blog: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors

Discover the 5 major tax changes hitting in 2025/2026—and what they could mean for your money. Todd Laytham, CPA joins us to break down new deductions, side‑hustle rules, retirement updates, and important IRS changes. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

Big goals often feel out of reach when life throws setbacks your way. But what if the obstacles are actually shaping the path forward? In this episode, Bryan Sweet sits down with Randy Carver, CRPC®, CDFA®, President & CEO of Carver Financial Services, and author of Limitless, to talk about persistence, mindset, and defining personal meaning. Randy shares how early health challenges shaped his outlook, how failure can become fuel, and why clarity matters more than circumstances. The conversation explores vision setting, daily habits, leadership, and using purpose to create momentum in business and life. Key takeaways: How early adversity reshaped his mindset and influenced long-term motivation and persistence Why defining personal meaning matters more than tools, talent, or starting circumstances Practical habits that help maintain focus, discipline, and forward momentum each day Lessons on leadership, delegation, and building teams that scale beyond the individual How service, generosity, and purpose can guide decisions and future direction And more! Connect With Randy Carver: LinkedIn: Randy Carver Website: Carver Financial Services Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company's most successful within three years. In 1990, Randy founded Carver Financial Services to provide Personal Vision Planning® by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990. Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license), holds Series 7 and Series 63 securities licenses, in addition to a series 31 futures license. He also holds a life, health, and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and is a Certified Divorce Financial Analyst® practitioner, having completed the certification from the Institute for Divorce Financial Analysts earning the CDFA® designation. Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on FOX Business, CNN, Yahoo Finance, Bankrate, Cheddar TV, Newsmax, and Fox News. He has been featured in the New York Times, Barron's, Forbes, Financial Times, The News-Herald, Crain's Cleveland Business, the Toledo Blade and The Wall Street Journal. Barron's has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio every year since 2010. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Click here to see all the awards he has received from Barron's, Forbes, Financial Times, etc. Randy lives in Kirtland Hills, Ohio, with his significant other, Christine, and their three dogs, Brutus, Mongo, and Thor. His daughter Cid is living in Tel Aviv, Israel. Randy is a licensed private pilot, flying for both business and pleasure, and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Send us a textJoin Kevin Lyles, CRPC™ and myself as we discuss the merits of active management and passive investing. In this episode Kevin critiques my decision to engage an advisory firm to manage a portion of my assets and my reasons for this decision.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Discover the 7 habits that quietly wealthy retirees use to help build lasting financial confidence—without flashy spending or stress. Jake and Cory cover practical strategies for living below your means, prioritizing health, staying invested, giving thoughtfully, and planning for longevity. "Organize Your Retirement in 30 Days—Actionable Steps" https://youtu.be/AaSQ6qITr0s  --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #wealthmanagement #financialwellness #investing #healthyhabits #charitablegiving #longevityplanning #financialliteracy #quietwealth #falconwealthadvisors

Explore this inflation debate with Jake and Cory as they break down CPI, personal cost-of-living realities, Fed policy, and market consolidation. Discover what "cooling" inflation really means—plus listener questions on future Fed leadership and more. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #inflation #financialplanning #retirement #fedpolicy #markettrends #costofliving #assetallocation #wealthmanagement #economicupdate #falconwealthadvisors

On this episode of The Jon Gordon Podcast, I sit down with Chad Willardson, entrepreneur, wealth advisor, and author of Fully Invested, for a heartfelt and lively conversation about what it truly means to win big at work and at home - without sacrificing one for the other. Chad shares the journey behind his “fully invested” philosophy: from the pivotal moment he chose family over chasing the Wall Street grind, to building successful businesses while making his marriage and five kids a top priority. Together, we unpack why “work-life balance” is a myth, and how true fulfillment comes from integrating your values into every part of your life, not compartmentalizing them. Key themes include learning to say no to good opportunities so you can say yes to great ones, cultivating championship teams in business and family, and establishing rituals and communication that keep loved ones connected even as life and careers evolve. Chad's candid stories and practical strategies illuminate how being present, whether at home or work, not only deepens relationships but powers greater professional success. Whether you're longing for more meaning at home while building your career, or questioning if you really have to choose between family and ambition, this episode is a powerful reminder that your richest life is possible when you invest fully in what truly matters.   About Chad, Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs. As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth. Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home. With over 20 years of experience in wealth management, Chad continues to inspire entrepreneurs to win in business and at home.   Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Order my new book 'The 7 Commitments of a Great Team' today! Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Join me for my Day of Development! You'll learn proven strategies to develop confidence, improve your leadership and build a connected and committed team. You'll leave with an action plan to supercharge your growth and results. It's time to Create your Positive Advantage. Get details and sign up here. Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!