Podcast appearances and mentions of Edward Jones

High-yield savings rates have dipped slightly since early spring, but they remain strong enough that choosing the right account right now can still be a wise move. After several quarter-point interest rate cuts by the Federal Reserve, savings yields have eased—but not disappeared. In fact, many online banks continue to offer returns well above those of most brick-and-mortar institutions.Understanding what's happening—and how to respond—can help you steward your cash with wisdom and confidence.Why Savings Still Matter in Your Financial PlanSavings and investments play very different roles. A savings account is designed for money that must remain safe, accessible, and dependable—your emergency fund, short-term needs, and dollars you'll rely on in the next few years.Savings won't deliver investment-level growth, but the interest they earn still matters. Every bit of growth helps preserve purchasing power and strengthens your financial footing over time.Over the past few years, inflation rose well above the Federal Reserve's 2% target. In response, the Fed raised short-term interest rates aggressively. As rates climbed, savings yields—especially at online banks—rose alongside them.Earlier this year, many high-yield savings accounts were paying between 4.75% and 5%, sometimes more. That gave savers an unusual opportunity to earn meaningful interest on cash that would otherwise sit idle.Since then, inflation has cooled, and the Fed has begun cutting rates. Those reductions have nudged savings yields lower, but today's rates are still historically strong—and far more generous than what traditional banks typically offer.Why Timing Still Works in Your FavorBanks rarely adjust savings rates immediately after a Fed announcement. Often, there's a window—sometimes several weeks—when higher yields remain available before they gradually drift downward.That lag creates an opportunity. While savings accounts aren't “locked in” like CDs, moving your money into a competitive high-yield account now allows you to benefit as rates slowly settle. Banks tend to move cautiously, often watching one another before making changes, which gives savers time to act.For many families, knowing their savings are earning a solid return brings peace of mind—whether preparing for an unexpected expense or setting aside resources for opportunities God may bring.Where High-Yield Savings Fit BestA strong savings strategy usually includes three key priorities:1. Your emergency fund. Keep three to six months of expenses in a high-yield savings account. The stronger the yield, the faster that cushion grows—without taking on risk or debt.2. Short- and mid-term goals. Money you'll need in the next two to five years—such as a down payment, major repair, or planned purchase—should stay protected from market volatility. High-yield savings accounts offer both safety and reasonable earnings.3. Regular comparison. Some traditional banks still pay as little as 0.01%—essentially nothing—while online banks often offer rates dozens of times higher. Comparing what you're earning with what's available elsewhere can make a meaningful difference.Exploring Your Options WiselyComparison sites like Bankrate and NerdWallet can help you evaluate current rates while also considering reliability, customer experience, and safety ratings.Money market accounts are another solid option, often offering competitive yields with added flexibility, such as check-writing privileges. Just be mindful of minimum balance requirements.Don't overlook credit unions either. As not-for-profit institutions, they often return earnings to members through stronger rates and lower fees. One example is AdelFi Christian Banking, a credit union that combines competitive yields with support for Gospel-centered ministry worldwide.You can learn more at FaithFi.com/Banking.Stewardship Is About Faithful ConsistencyChoosing where to place your savings isn't simply about chasing the highest return. It's about managing God's resources with intention and care. Saving consistently—month after month, year after year—is quiet, faithful work.A wise savings vehicle supports that journey, helping your money work a little harder while you walk forward with clarity, confidence, and trust in the Lord's provision.On Today's Program, Rob Answers Listener Questions:I'm 70 and retired, with a steady monthly income. I need a car costing about $20,000, and I still owe $27,000 on my mortgage. I'd prefer not to carry two payments—should I pay off the mortgage or buy the car, and where should the money come from?I want long-term protection through investing in gold. What's the best way to do that today?I'm retired and have about $1 million invested with Edward Jones. They're moving me to a 1.2% annual fee on my entire portfolio instead of transaction-based fees. I agreed, but I now wonder whether the fee is warranted. Is this a wise move?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Bankrate | NerdWalletAdelFi Christian BankingWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook 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)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's surprisingly hard to know what something is really worth until someone actually tries to buy it—and that problem is front and center in private funds. Don and Tom unpack why private equity, private real estate, and other “alternative” investments often look calm and stable on paper, only to suffer brutal price drops once they finally trade in public markets. From a Wall Street Journal example of a private real estate fund losing roughly 40% overnight, to Morningstar's troubling enthusiasm for expensive, speculative new ETFs, the episode reinforces a core principle: prices discovered by real markets beat internal estimates every time. Along the way, listeners call in with real-world retirement questions, inherited IRA rules, portfolio simplification strategies, and a healthy dose of holiday banter. 0:04 What something is “worth” versus what someone will actually pay 1:06 Defining private funds and why valuation is murky 2:27 Private fund pricing versus real market pricing 3:56 BlueRock fund haircut: paper value meets reality 4:24 Market pricing, efficiency, and the wisdom of crowds 5:42 The myth of private investments being “less volatile” 6:27 Real estate as the perfect valuation example 7:39 Listener call: inherited IRA and annuity distribution rules 12:42 Holiday humor, crypto annuity joke, and Kentucky bourbon 16:01 Moving assets from Edward Jones, loads, and simplification 19:41 DIY portfolios versus advisor value 21:08 Morningstar's “Best and Worst New ETFs” critique 22:21 Why most new ETFs exist (and why you don't need them) 24:43 Shockingly high ETF expense ratios 26:27 Leveraged crypto ETFs and financial absurdity 27:37 Seasonal podcast plug and ratings gripe 28:44 Listener call: Boeing retirement and rollover planning 34:40 Holiday reflections, gratitude, and comfort over riches Learn more about your ad choices. Visit megaphone.fm/adchoices

Let's be honest: The word “budget” doesn't exactly spark joy for most people. It can feel restrictive or even generate feelings of guilt about past spending choices. But what if budgeting could feel empowering? When done right, it's simply about understanding your money and making sure it aligns with what truly matters to you.

In this conversation, Ed Jones shares his journey in real estate, focusing on innovative funding strategies, the importance of affordable housing, and the role of faith in business. He discusses his unique approach to funding that allows investors to scale without monthly payments, his commitment to quality in affordable housing, and the significance of personal development and systems in running a successful business. Ed emphasizes the importance of building strong relationships and maintaining integrity in business dealings, while also looking forward to launching new funding initiatives.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna's Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture's CEO talks AI demand.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Your smartphone buzzes with an alert: Your budgeting app has spotted an unusual spending pattern and suggests transferring $50 from your savings account to your checking account. Later that day, a robo-advisor automatically rebalances your investment portfolio. Welcome to the age of artificial intelligence (AI) in personal finance, where technology is reshaping how we manage money.

The Edward Jones private wealth advisor discusses how he overcame a decade of personal trauma and burnout then used that experience, and his influence, to help leaders grow in emotional health and vulnerability. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lane Kiffin accepted a massive 7-year deal with LSU in the middle of Ole Miss' big College Football Playoff run for $91 million. This might not make him the bad guy because of college football's current rules, but other things might just give him that title: Hot yoga, college girls, his "dog," and more! Presented by Nick Walker of Edward Jones 

As an investor, you will always need to deal with risk of some kind. How can you manage the risk that accompanies the volatility of the financial markets? The answer depends somewhat on where you are in life.

How to Choose a Financial Advisor: Fee-Based vs. Commission and What Retirees Need to Know Introduction Choosing the right financial advisor can feel overwhelming, especially when you’re navigating retirement planning or managing a lifetime of savings. With so many types of advisors—from traditional brokers to fee-based fiduciaries—how do you know which model serves your best interests? In this episode of The Tom Dupree Show, Tom Dupree and Mike Johnson walk through the evolution of financial advising, explain the critical differences between fee-based and commission-based models, and share what you should look for when selecting an advisor. Whether you’re working with a large brokerage firm or considering a local registered investment advisor, this guide will help you make an informed decision about your financial future. The Evolution from Brokers to Financial Advisors From Lockboxes to Digital Portfolios The financial advisory landscape has transformed dramatically over the past several decades. When Tom Dupree started in the business, the term “financial advisor” didn’t exist—only brokers. “When I started in the business, it was a broker. There were no such things as advisors,” Tom explains. Back then, fee-based advisors served only the ultra-wealthy with accounts of $5-10 million or more. Everyone else worked with commission-based brokers. Investors even held physical stock certificates and bonds in lockboxes at their banks. As Tom recalls: “I knew an older man who accumulated a lot of securities, bonds and stocks, and he kept them in his lockbox. He had to physically collect his own bond coupons.” The Rise of Discount Brokerages and RIAs The late 1980s and 1990s brought significant changes: Discount brokerage firms like TD Ameritrade, Schwab, Fidelity, and Vanguard emerged, allowing investors to manage their own portfolios Fee-based accounts became available at traditional brokerage firms Independent Registered Investment Advisors (RIAs) like Dupree Financial Group established themselves as fiduciary-focused alternatives This evolution created more choices for investors—but also more confusion about which advisor model best serves their needs. Understanding Different Types of Financial Advisors Commission-Based Brokers Commission-based advisors earn money when you buy or sell investments. While not inherently wrong, this model creates potential conflicts of interest. Key characteristics: Compensated through transaction commissions May recommend products that generate higher fees Not always held to fiduciary standards Common at firms like Edward Jones and traditional wirehouses As Mike Johnson notes: “You the consumer need to be aware of what their incentive is. Some advisors are incentivized by transactions.” Fee-Based Registered Investment Advisors Fee-based RIAs charge a percentage of assets under management rather than commissions on transactions. Key characteristics: Held to fiduciary standards (legally required to put client interests first) Fees typically range from 0.5% to 1.5% of assets annually Incentivized to grow your account value, not generate transactions Provide ongoing investment management and financial guidance “We manage money for a fee and we offer advice. We counsel with people,” Tom explains about Dupree Financial Group’s approach. “It makes it simple. We’re not trying to do other things that you don’t expect us to try to do.” Hybrid Models and Large Brokerage Firms Many large brokerage firms now offer both commission-based and fee-based services, along with additional offerings like legal and accounting departments. Tom cautions about potential conflicts with these one-stop-shop models: “If everybody is working under the same roof and getting paid by the same income stream, they’re gonna all pretty much march to the same company line.” Fee-Based vs. Commission: Understanding Advisor Incentives How Incentives Shape Investment Recommendations Your advisor’s compensation structure directly impacts the advice you receive. Understanding these incentives is crucial for retirement planning. Commission-Based Incentives: Generate income through buying and selling May encourage unnecessary trading or higher-cost products Can create pressure to recommend certain investments Fee-Based Fiduciary Incentives: Earn more only when your account grows Motivated to preserve capital and generate steady returns Aligned with long-term retirement goals “The incentive for us, for example, is to mitigate risk, but to also try to earn a rate of return above the rate of inflation and hopefully the rate of withdrawal,” Mike explains. “It aligns with what our client’s interests are.” The Fiduciary Standard: What It Means for You A fiduciary is legally obligated to act in your best interest. This is the highest standard of care in financial services. When you work with a fiduciary RIA: Your interests come first, always Conflicts of interest must be disclosed Recommendations must be suitable for your specific situation Transparency is required in all fee structures Red Flags When Choosing a Financial Advisor Warning Signs to Watch For Not all financial advisors operate with your best interests at heart. Here are red flags Tom and Mike have observed over 47 years in the investment business:

This episode digs into the unwelcome December surprise of capital-gains distributions, especially from actively managed mutual funds. Don and Tom break down Morningstar's latest list of high-distribution offenders, spotlighting the astonishing 83% capital-gains payout from the Royce Midcap Total Return Fund. They compare the tax drag, costs, turnover, and long-term underperformance of these funds against index funds and ETFs, and explain why tax-efficient investing matters far more than most people realize. Listener questions cover overly complex portfolios, Edward Jones stock positions, odd-lot tender offers, and whether large-cap blue-chip stocks remove the need for bonds. The episode closes with a reminder that detailed portfolio triage is best handled in one-on-one meetings. 0:04 Capital-gains season returns and why high fund returns can still hurt 0:29 Don & Tom on weather, wardrobe, and warming up in Florida 1:30 December capital-gains distributions and why they happen 2:07 Morningstar's warning: active funds with big capital-gains payouts 3:06 Vanguard, T. Rowe Price, and American Funds distribution levels 4:09 The biggest offender: Royce Midcap Total Return Fund 5:41 Why 35 funds will distribute more than 10% of assets 5:52 The stunning number: Royce's 83% capital-gains distribution 6:52 Why big outflows and poor performance drive big taxable events 7:21 Royce's turnover, tiny size, high costs, and weak long-term returns 8:47 Why it's critical to hold active funds only in tax-advantaged accounts 10:07 ETFs vs mutual funds: tax efficiency and turnover differences 11:42 Comparing Royce to Avantis AVGE on fees, turnover, and performance 12:16 How AVGE tracks its index vs Royce's massive underperformance 13:33 When selling an active fund before a distribution may or may not help 14:05 Listener question: overly detailed allocation request — why it needs a meeting 16:29 Why some questions require one-on-one analysis 18:20 Why Appella's free meetings exist (and what they're not) 20:35 Odd-lot tender offers explained 22:14 Listener: selling Edward Jones stock holdings and leaving EJ 23:42 Why small, young investors should clean up taxable accounts early 24:24 The long decline of commission-based brokerage 25:26 Bothell check-in: blue-chip stocks vs bonds 27:18 Historical returns: 98 years of total market vs small-cap value 28:49 Why bonds exist in a portfolio despite low recent returns 29:30 Closing thoughts on discipline, diversification, and realism Learn more about your ad choices. Visit megaphone.fm/adchoices

Hear from Big 12 Commissioner Brett Yormark, as well as BYU's Kalani Sitake & Texas Tech's Joey McGuire ahead of Big 12 Championship Game.

Thanks to market swings, evolving tax laws and new technology, it may be a good year to consider tax-loss harvesting – a strategy that can help reduce taxes and improve long-term returns.

In this episode George Chalmers is joined by Edward Jones, who is a Sustainable Farming Advisor at Frontier Agriculture to discuss cover crops. Welcome to CropCast, your go to podcast for all the latest information on arable crops. Each month, SAC advisor, George Chalmers will be joined by a range of industry experts, bringing you timely updates to help you make decisions in the field. Producer George Gauley, Editor Cameron Waugh, Executive Producer Kirstyn Blackwood, in association with the Scottish Government. Time codes 04:13 Definitions of green manure, cover crops & catch crops 09:14 Potential benefits 12:24 New species available 14:15 Different species for different areas 20:03 Considerations when choosing a crop 24:14 Greening 2026 28:40 Establishment 33:46 Potential uses with livestock 36:00 Seeds suitable for broadcasting 39:19 Three top tips Linked FAS Resources FAS Crops & Soils https://www.fas.scot/crops-soils/ EFA Greening 2026 https://www.fas.scot/preparing-for-the-future/Other Linked ResourcesLinkedIn: https://www.linkedin.com/in/ed-jones-931725133?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app Clinkstone – Companion Crops & autumn cover crops in a min-till system https://www.youtube.com/watch?v=uw5xnHdsaEw Cover Crop Guide: https://covercropsguide.co.uk/

Holiday cheer has a way of loosening purse strings – sometimes more than we can afford. In 2024, one-third of Americans ended the year with holiday debt averaging $1,181. And 60% of them were stressed about it, according to a December 2024 Lending Tree survey.

Ever wondered what happens when you take the leadership lessons from flying military helicopters and apply them to corporate America? In this conversation with Carl Sharperson Jr., author of "Sharp Leadership" and former Marine Corps pilot, Cam and Otis explore the fascinating transition from military service to business leadership."The plant ran better with us not being there than it did when we were there," Carl reveals, sharing a powerful story about what happened when all the managers went on a two-day retreat. This counterintuitive insight highlights one of Carl's core leadership principles: when you truly empower your people with the right tools and resources, they'll often exceed your expectations.What makes this episode particularly valuable is Carl's candid reflection on his own leadership journey. "My team leader pulled me aside one day and said, 'Carl, you're micromanaging, you don't need to do that,'" he shares, explaining how this direct feedback helped him "flip the script" and transform his approach. From discussing the delicate balance of allowing people to fail without catastrophic consequences to exploring how he applied leadership principles as an entrepreneur, Carl offers practical wisdom drawn from his unique experience across military, corporate, and entrepreneurial settings.Whether you're transitioning from one leadership context to another or simply looking to elevate your team from mediocrity to excellence, Carl's insights on building relationships and taking care of your people provide a roadmap for authentic, effective leadership.More About Carl:Carl Sharperson Jr. is a renowned Leadership Innovation Strategist, speaker, and coach, celebrated for his ability to elevate leaders from mediocrity to their fullest potential in both professional and personal realms. He is the acclaimed author of Sharp Leadership: Overcome Adversity to Lead with Authenticity and Sharp Leadership: Parenting Principles for Rearing Young People. Carl's expertise lies in recognizing that many individuals operate at only 50% capacity due to inadequate leadership, development, or job fit. Through his proprietary Sharp Leadership coaching process, combined with his rich experiences in the military, corporate America, and entrepreneurship, Carl delivers transformative results for his audiences and corporate clients. A proud graduate of the United States Naval Academy and a former United States Marine Corps pilot with a BS in Engineering, Carl has also documented his military experiences in Short Rations for Marines and For My Sons and Brothers. Following his distinguished military service, Carl held senior sales and operational positions at prestigious companies such as Procter & Gamble, Frito-Lay, and Colgate-Palmolive. He was Vice President of Manufacturing for an international sports company before answering the call to entrepreneurship in 2000, launching Sharperson's Executive Leadership. Carl has since worked with executives at major organizations, including Purdue Farms, Harley-Davidson, GlaxoSmithKline, Sara Lee, BMW, Edward Jones, Houston Independent School District, Lockheed Martin, Honeywell, the University of North Carolina, and Chick-fil-A, among others. As a dynamic speaker, Carl travels nationwide, inspiring students to explore military training, sharing his triumphant journey of surviving Stage 4 Non-Hodgkin's Lymphoma and Stage 1 Colon cancer, and empowering leaders with the principles of servant leadership. Dedicated to giving back, Carl actively participates in several community and faith-based initiatives, mentoring youth and helping them reach their maximum potential. He resides in the Upstate of South Carolina with his wife, and they are proud parents of a son and a daughter. If you are ready to elevate your team from mediocrity to excellence, book Carl Sharperson Jr. today.Chapter Times and Titles:From CH-46 to Corporate America [00:00 - 05:00

In this episode of Poised for Exit, we talk with Vincent Renda, a nationally recognized financial advisor with Edward Jones who specializes in helping business owners prepare for life beyond their company.Vincent explains why most owners view an exit as a financial event when, in reality, the real challenge is the transition: identity, purpose, lifestyle, and what comes next. He shares a powerful client story that illustrates how a lack of purpose can stop an exit in its tracks.We also cover the biggest value drivers and detractors, including owner dependency and hidden lifestyle expenses that create major wealth gaps. Vincent highlights why planning three to five years ahead is critical, and why forced exits often happen due to the Five Ds: death, disability, divorce, disagreement, and destruction.Finally, Vincent discusses the tools and collaborative resources Edward Jones provides to help owners build a business that's sellable, sustainable, and aligned with their long-term goals.Next Steps:Connect with Vincent on LinkedIn for a complimentary reviewConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

What happens when a pastor walks away from the pulpit and steps straight into the world of finance? You get Conner Halstead, a man on a mission to prove that money and ministry don't have to live in separate worlds. In this powerful episode of the Level Up + Live Podcast, host Sean Meyers sits down with Conner, a former church leader turned Edward Jones financial advisor, who's rewriting what it means to build wealth with purpose. From living paycheck-to-paycheck during the pandemic to guiding business owners toward peace, purpose, and prosperity, Conner's story is proof that sometimes your calling evolves, but your mission stays the same. They dive deep into: How faith and stewardship can unlock true financial freedom Why abundance starts in the mind, not the bank account The #1 mindset shift that can take entrepreneurs from scarcity to significance The spiritual side of building a business that lasts This isn't your typical finance talk; it's a faith-fueled roadmap to living fully, giving freely, and leading boldly in both life and business. Tune in to hear how Conner traded sermons for spreadsheets and discovered that helping people build wealth can be one of the most powerful ministries of all. "Success isn't about what you earn, it's about what you build for the people and purpose you love most.” – Conner Halstead Ready to Level Up Your Life and Business? Join our Level Up + Live Mastermind, the weekly power room for business owners and leaders hungry for clarity, accountability, and growth without sacrificing their soul in the process. Try it FREE for one month levelupandlive.com/contact Stay in the loop; stay in the lead! Get exclusive insights on business, fitness, leadership, and community straight to your inbox! Subscribe to the Level Up + Live newsletter now Level Up + Live  Tools to Level Up! Free Resources — Level Up + Live

As the year winds down, it's the perfect time to make some smart moves before the calendar flips to 2026. Think of it as a financial tune-up that could help with saving money and setting you up for success in the months ahead. Here are some things to consider.

How do you go from knocking on doors in the snow to running a referral-driven, tax-focused retirement firm? Hamilton Brandenburg shares his path from Chick-fil-A's “my pleasure” culture, to prospecting at Edward Jones, to launching a fee-only practice built around tax-smart retirement planning. A near-lapsing whole life case pushed him toward a model where taxes, decumulation, and clear service rhythms give clients real value they can feel.Hamilton talks about the habits that mattered early, how they evolved into surge meetings and a proactive review schedule, and why retirees need more than pie charts. They need coordination on withdrawals, Roth conversions, Social Security timing, and account sequencing that keeps lifetime taxes low.We also get into the chapter where he built a virtual practice from a 46-foot fifth wheel while raising four kids, and how remote work forced cleaner systems and sharper communication. He shares practical advice for advisors going independent and simple ways retirees can evaluate whether an advisor is really planning through taxes.Social:https://www.linkedin.com/in/hamilton-brandenburg-9a361b12b/Is it in this episode was obtained from Bensound.

Nothing is sacred----the Dr. Pepper Big 12 Championship game is no more….Edward Jones now the title sponsor  Show Sponsored by MIDWEST BANKOur Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Hims: https://hims.com/EARLYBREAK* Check out Infinite Epigenetics: https://infiniteepigenetics.com/EARLYBREAK* Check out Uncommon Goods: https://uncommongoods.com/EARLYBREAK* Check out Washington Red Raspberries: https://redrazz.orgAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Don and Tom tackle investor “magical thinking,” especially the belief that private equity, non-traded REITs, and other illiquid “exclusive” investments offer hidden superior returns. They walk through Jason Zweig's recent reporting on a Florida pension fund that locked up money, paid higher fees, and earned under 1% a year. The conversation underscores why liquidity, transparency, and diversification matter far more than complexity or exclusivity. The episode also features listener questions on retirement withdrawal sequencing for a $9M portfolio, evaluating cash balance plans, and deciding between traditional vs. Roth 401(k) contributions. A recurring theme: boring portfolios win. 0:05 Magical thinking and the fantasy of “special” investments 1:52 Private equity realities: higher fees, no liquidity, often lower returns 2:46 The Indian Shores pension fund case 3:44 Withdrawal limits and 0.7% 5-year returns 4:34 Why endowments can do illiquid assets but you probably shouldn't 5:21 “Roach motel” investing and lack of transparency 8:35 How mutual funds must provide daily liquidity vs. private funds that don't 8:49 Excitement is bad; investing should be boring 9:54 Caller: $9M portfolio—withdraw taxable first or convert IRAs? 11:51 Traditional IRAs vs taxable sequencing strategy 14:17 Why taxable first lowers tax impact and preserves flexibility 16:03 Blackstone senior housing REIT losses and why “sure things” fail 17:39 Diversification protects you when single bets go bad 18:06 Why private deals appeal emotionally (exclusivity + status) 20:38 Caller: Tesla & concerns about private equity creeping into ETFs 23:07 Why mainstream ETFs won't adopt illiquid private assets 24:43 REIT ETFs behave more like stabilizing bond substitutes 26:02 LeaveMeAlone email-unsubscribe tool discovery 28:04 Listener questions: send via site or voice form 30:51 Cash balance plan concerns—likely a stable value/insurance product 33:08 Another listener: Edward Jones 401(k) with American Funds C-shares 34:30 High-fee small-plan 401(k)s—why they happen and how to fix 36:27 Caller: Should we switch to Roth 401(k) contributions? Probably not here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the interviewhttps://www.youtube.com/watch?v=j1BsTD-ZFrg

Social Security is a cornerstone of retirement planning for millions of Americans. But with so much information floating around, it's easy to get confused about how the program really works. Here are three common myths that could affect your retirement planning.

**Content Warning: This story contains graphic details about a fatal cave accident involving prolonged entrapment in a confined space. It includes descriptions of claustrophobic conditions, failed rescue attempts, and a tragic death. The content may be particularly distressing for those sensitive to themes of confinement or helplessness. In this segment of the Crux podcast called Disaster Strikes, hosts Kaycee Macintosh and Julie Henningsen recount the tragic story of John Edward Jones and the Nutty Putty Cave incident. Unlike their regular episodes that focus on survival stories, this biweekly segment delves into outdoor adventures that ended in disaster, aiming to educate listeners on how quickly things can go wrong in the wilderness. The episode recounts John Jones' fatal caving expedition in November 2009, the rescue efforts, and the series of small but fatal decisions that led to his entrapment and death. The story serves as a somber reminder of the dangers inherent in cave exploration and the critical importance of adhering to safety protocols. 00:00 Introduction to Disaster Strikes 00:44 The Nutty Putty Cave Tragedy 01:37 John Edward Jones: A Life of Promise 03:03 The Fateful Decision 04:13 Exploring Nutty Putty Cave 07:16 The Desperate Rescue Effort 12:56 The Tragic Outcome 21:44 Aftermath and Legacy 27:38 Lessons Learned 29:19 Conclusion and Sign-Off Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners.  They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients.  Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.

On a crisp September morning, the Northern Shenandoah Valley came alive with the spirit of service. Nearly a thousand volunteers donned bright orange t-shirts and fanned out across five counties and the city of Winchester for United Way Northern Shenandoah Valley's annual Day of Caring—a day dedicated to giving back, building connections, and strengthening the fabric of the community. Janet Michael, host of “The Valley Today” and board chair for United Way of Northern Shenandoah Valley, served as both guide and storyteller for this special episode, recorded live as she visited project sites bustling with activity. “It is a day when the entire community comes together to serve local nonprofits and residents,” Janet explained, her pride evident as she described the scale of the effort. Painting Hope at Edgehill Recovery Center At the Edgehill Recovery Center, the air was thick with the scent of fresh paint and the hum of teamwork. Janet spoke with Elizabeth, an equity production supervisor at Navy Federal Credit Union, who was rolling paint alongside her team. “It's very competitive to get into,” Elizabeth laughed, describing how quickly volunteer slots filled up. For her, the Day of Caring was not just about giving back, but also about building camaraderie within her team. “It's awesome to be able to build our community while helping our community,” she said. Transforming Evans Home for Children The next stop was Evans Home for Children, where Executive Director Amy Rice marveled at the sea of volunteers tackling landscaping and maintenance projects. “As much as we are a little nonprofit, we have five acres in the middle of Winchester—that can be a lot to maintain and manage,” Amy shared. The Day of Caring, she explained, accomplishes in a single day what would otherwise take her small staff a year or more. “It's a safety and security issue to make sure that we are good with our licensing, that we are safe for the children to be here. The families feel safe placing their children with us. That's really, really important to us.” Amy was quick to credit her program director, LaMishia Allen, for orchestrating the day's logistics and ensuring everything ran smoothly. She also encouraged listeners to reach out year-round, noting that the need for volunteers and donations never ends. A Legacy of Service at Fremont Street Nursery At Fremont Street Nursery, the city's oldest licensed childcare center, Executive Director Freda Roberson beamed as she described the impact of the Day of Caring. “To see the amazing hardworking volunteers come out—it not only helps Fremont, but it also betters our community,” she said. Volunteers from Navy Federal painted playhouses, washed windows, while Tolley Dental facilitated dental exams for 60 children. “Out of the 60 children, only two had a cavity,” Freda reported, highlighting the tangible benefits of the day's work. Revitalizing Old Town Winchester The Day of Caring wasn't limited to traditional nonprofits. In Old Town Winchester, volunteers from Valley Health and the Friends of Old Town took a “tourist perspective” to identify ways to improve the downtown experience. “We got to hear some of the ideas that were on the table and give feedback from our perspective, which I think was a great project,” said Jason Craig, Director of Community Health for Valley Health. The group discussed everything from murals and pedestrian safety to access to fresh food and physical activity, underscoring the broad reach of community health. Personal Connections and Lasting Impact Throughout the day, Janet met volunteers like John and Billy from Warfel Construction, who helped residents at Winchester House with cleaning tasks. “It was great to catch up with them and learn their story too,” John reflected, noting the personal connections forged through service. At the Our Health campus, a team from Edward Jones wrote thank-you notes and made calls for the Alzheimer's Association, brightening the days of volunteers and participants. “We're actually hearing stories of families that have been impacted by Alzheimer's,” said Shalini Mickos, emphasizing the emotional resonance of their work. Jodi Young, Executive Director of Healthy Families Northern Shenandoah Valley, showed off baskets filled with diapers and baby supplies—assembled in just two hours by a small team of volunteers. “If it was just us collecting, we'd be taking time away from the families,” she explained, grateful for the extra hands. A Call to Action As the episode drew to a close, Janet reminded listeners that the Day of Caring is not just a one-day event, but a call to ongoing engagement. “We all have something to give. For some it's money. For others, it's time and skills, and for all of us, it's being willing to listen to the struggles that someone is having, be a little more understanding, and be a little more open-minded,” she said. The Day of Caring stands as a testament to what can be achieved when a community unites in service. Whether painting walls, planting flowers, or simply offering a kind word, every act of caring helps build a stronger, safer, and more compassionate place to call home. For more information on how to get involved, visit United Way NSV's website or reach out to local nonprofits—because, as Janet put it, “United is the way to spark change.”

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Money isn't just about dollars—it's about values, legacy, and freedom. In this Saddle Up Segment of Doing Life Different, Lesa Koski reflects on her conversation with financial advisor Kathleen Judge. Together, they explore why finances are deeply personal, why women must have a voice in money decisions, and how shame has no place in financial conversations. Whether you're married, divorced, or starting over, this episode empowers you to align your finances with your values and live with confidence.⏱ Timestamps(00:00) Welcome to the Saddle Up Segment(01:05) Finances are personal and values-driven(02:10) Women need a voice in money conversations(03:18) Why shame doesn't belong in finances(04:25) The power of boundaries in money decisions(05:30) Hard seasons reveal your calling(06:15) Weekly challenge: Align your financial goals with habits(07:05) Closing encouragement & call to action

Money, Divorce & Living Your Best Life | Financial Wisdom with Kathleen Judge

Host Bryan Barrett sits down with Edward Jones financial advisor Lee Colvin to talk about why rebalancing your portfolio matters — and how to do it effectively. They dis

What if the biggest advantage you bring to your career isn't your GPA or degree, but the real-world lessons you learned by running a business in college?   In this episode of the Leaders Across America Podcast, Steve Acorn talks with Jacob Brauer, a Michigan State graduate whose four-year journey with the Young Entrepreneurs Program shaped his future in ways no classroom could. From overcoming a speech impediment and the fear of rejection to leading ten branch managers by his senior year, Jacob built resilience, leadership skills, and confidence that carried him far beyond campus.   Now a financial advisor with Edward Jones, Jacob shares how the program gave him the mindset, discipline, and relationships that opened doors early in his career. He explains why age is never a barrier, how trusting the process creates results, and why real-world experience is the best preparation for long-term success.   Looking for an edge beyond your GPA? This episode shows how real-world experience prepares you for opportunities a classroom never could.   If you've enjoyed this episode of the Leaders Across America podcast, be sure to leave a review and subscribe today!   Enjoy! Key takeaways:   How Jacob went from a shy freshman to running a $600,000 operation by senior year Why real-world experience beats theory when preparing for a career in business The evolving “why” behind Jacob's journey and why money alone isn't enough The role of relationships and mentorship in surviving challenges and staying motivated How to overcome doubts about being “too young” to lead or be trusted Why discipline, not just motivation, is the key to lasting success Why the program is the best internship for the right person and the worst for the wrong one And much more… Guest Bio: Jacob Brauer is a financial advisor at Edward Jones, where he assists automotive and manufacturing professionals in addressing their money concerns. A graduate of Michigan State University, Jacob spent four years in the Young Entrepreneurs Program, starting as a branch manager and eventually overseeing ten managers across Michigan. His hands-on experience in leadership, sales, and operations gave him the skills to step into a career usually reserved for older professionals. Today, Jacob continues to build his business with the same principles of discipline, resilience, and relationship-building that shaped his student years. Resources   YEAA Website   Leaders Across America   Connect with Jacob on LinkedIn   Follow Jacob on Facebook   EdwardJones.com    Books Mentioned:   The Richest Man in Babylon   Disclaimer:   The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Leaders Across America podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.  

This week, Jack Sharry talks with Ken Dychtwald and Ken Cella. Ken Dychtwald is the Founder & CEO of Age Wave. He is a psychologist, gerontologist, and author of 19 books. For decades, Ken has been regarded as the nation's foremost thought leader on population aging and its profound business, social, financial, and cultural implications for the healthcare workforce.  Ken Cella is the Head of External Affairs at Edward Jones, where he is responsible for fostering strategic partnerships and expanding relations with policymakers, industry leaders, and other influencers to make a greater impact on society. He is also a member of the Edward Jones Enterprise Leadership Team, which guides the firm's strategy to grow its impact and create value for clients, colleagues, and communities today and into the future.  Together, they unpack one of the most overlooked and under-discussed financial issues in American households: caregiving. Drawing on insights from research commissioned by Edward Jones in partnership with Morning Consult and Age Wave, Ken Cella and Ken Dychtwald share the emotional, financial, and societal costs of caregiving. With nearly half of all Americans either serving as or expecting to become caregivers, this conversation sheds light on what it truly means to care for a loved one and what financial advisors can do to better support clients in navigating these challenges. In this episode: (00:00) - Intro (02:29) - Edward Jones' groundbreaking study on caregiving  (04:25) - The wide-ranging impact of caregiving on families and society (06:57) - Why Edward Jones is investing in caregiving research (11:06) - Caregiving's reach: a reality for nearly everyone  (13:47) - Edward Jones' transformation toward holistic financial wellness (18:29) - Culture, community, and client well-being at the center (21:18) - Balancing technology with timeless values (23:59) - Building trust in the advisor–client relationship (27:45) - Ken Cella on the emotional toll—and fulfillment—of caregiving (30:05) - Ken Dychtwald's key insights and takeaways (32:30) - Ken Cella's interests outside of work (33:25) - Ken Dychtwald's interests outside of work Quotes "Caregiving takes a toll beneath the surface, and a lot of times, people don't talk about it." ~ Ken Cella "We're in the business of helping people feel competent and secure in their financial future. So, we want to improve retirement security for families and caregivers." ~ Ken Cella "Edward Jones is really serving the fabric of America in a way that's unique. We want to be part of a solution where business and society come together to create better outcomes for families through financial wellness." ~ Ken Cella "It's not just the super-wealthy who need someone in their corner. It's everyday folks who need a guide, someone to direct them and help them." ~ Ken Dychtwald "I have never encountered a firm that I thought cared more about both its work, the people who work there, the population it serves, and the community. So, I've grown a lot of respect and affection for the people of Edward Jones, and I feel proud to be affiliated with Edward Jones." ~ Ken Dychtwald "There's a lot of strain, disruption, and unhappiness that can come with seeing somebody you love struggle. But there was also a sense of honor and a sense of doing something good for a loved one. The fact that Edward Jones is taking the lead in representing the purpose of caregiving, its high intention, and the quality of life that comes from it is to be applauded." ~ Ken Dychtwald Links  Ken Cella on LinkedIn Ken Dychtwald on LinkedIn Age Wave Edward Jones Morning Consult Susan Collins Mark Warner Brittany Pettersen Maria Elvira Salazar Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this episode, we sit down with Kathleen E. Judge, an accomplished Edward Jones financial advisor, community leader, and advocate for meaningful wealth management. With nearly three decades of experience in the financial services industry, Kathleen specializes in helping successful professionals, retirees, and business owners make smart decisions about their money—aligning their financial strategies with their values, goals, and life's greater purpose. Kathleen's holistic approach focuses on five key areas: investing wisely, enhancing wealth through tax-efficient strategies, protecting assets, planning for wealth transfer, and maximizing charitable giving. By collaborating with her clients' CPAs, attorneys, and other trusted advisors, she ensures that every plan is tailored to the individual story behind the numbers. Her personal journey is just as inspiring. After beginning her career with Edward Jones in 1996, Kathleen briefly stepped away to adopt her children from Ukraine, homeschool them, and co-found a nonprofit serving orphans in Eastern Europe. Returning to Edward Jones in 2011, she has since become a limited partner and a trusted advisor to countless families and businesses. Beyond finance, Kathleen is deeply engaged in community service—currently serving as an executive board member and treasurer for Lydia's House, a grant committee member for Youthbridge Community Foundation, and an active volunteer across multiple organizations. Her dedication to both her profession and her community reflects her core belief: that true wealth lies not only in financial security but also in uplifting families, causes, and communities. Join us as Kathleen shares her insights on wealth with purpose, legacy planning, and the power of connecting financial success to what matters most in life.   Episode Highlights Wealth management strategies 2025 Financial advisor for professionals and retirees Legacy planning and wealth transfer Purpose-driven investing 2025 Tax-efficient wealth strategies Holistic financial planning Wealth and philanthropy connection Financial planning for business owners Building meaningful financial legacies Women in finance leadership 2025 Wealth protection and estate planning Community-focused financial advisor Edward Jones financial advisor insights Giving back through wealth planning Aligning money with purpose Purpose-driven wealth management Financial empowerment for families The future of philanthropy in financial planning Holistic approaches to money and meaning Redefining wealth beyond money Women leading in financial services Social impact through strategic giving The intersection of finance and community service Wealth planning for the next generation Financial literacy and empowerment in 2025   Know Kathleen E Judge   Website : https://www.edwardjones.com/us-en/financial-advisor/kathleen-judge Did you enjoy today's episode?   Welcome to New Ways Barre. We are so glad you are here. Get ready to transform your body, mind and life. At New Ways Barre, we are dedicated to fostering a supportive community where individuals can achieve holistic well-being.   Please subscribe and leave a review. If you have questions, comments, or possible show topics, email  susan@tendrilsofgrief.com   Don't forget to visit Tendrils Of Grief  website and join for upcoming Webinars, Podcasts Updates and Group Coaching.   Get involve and share your thoughts and experiences in our online community   Tendrils of Grief-Survivor of Loss   To subscribe and review use one links of the links below  Amazon Apple Spotify Audacy Deezer Podcast Addict Pandora Rephonic Tune In  Connect with me Instagram: @Sue_ways Facebook:@ susan.ways Email @susan@tendrilsofgrief.com  Let me hear your thoughts!

On tonight's edition of The Mark White Show, Edward Jones financial advisor Julia Bartak joins me to discuss a new survey that reveals only two out of five Americans feel confident about their education savings. We'll cover what families can do to prepare, how 529 plans really work, and practical steps to take this school year to feel more secure about future education costs.

Episode Summary:Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset creates unbreakable loyalty. He shares why 97% of business exits disappoint owners and the actions that transform you from replaceable vendor to irreplaceable quarterback.About the Guest:Jeff Armstrong built and ran a laser printer repair company for 23 years before joining Cultivate Advisors. He helps financial advisors avoid losing clients to "big league" competitors by becoming business optimization experts.The Brutal Reality:Devastating Statistics: 50-70% of business owners fire their advisor after liquidity events when investment banks suggest they need "serious players."Hidden Epidemic: Only 30% of businesses attempting to sell complete transactions. Of those that sell, 90% disappoint owners. This means 97% of exits fail expectations.Shared Blind Spot: 99% of business owners cannot answer: What's my business worth? What multiples apply? What drives value? Most advisors share this blindness.The Cultivate Solution:Target Market: Businesses generating $1-15 million annually, matched with former business owner advisors who've successfully exited.Partnership Model: Cultivate functions as team extension, creating "alley-oops" for investment planning and tax strategies as business performance improves.Process: Free business valuation, gap analysis, prioritized roadmap. Owners implement independently or engage ongoing support.Creating "Stickiness":Becoming Irreplaceable: Help optimize their most valuable asset, and Goldman Sachs becomes irrelevant. You're their strategic partner, not just money manager.Personal Trainer Effect: Business owners need accountability and implementation. You become associated with success at the source.CEPA Training Revolution:Implementation Gap: Traditional training provides knowledge without application skills. Cultivate's immersion events bridge this gap.Viral Success: November event sold out after going viral within Edward Jones's 1,400 CEPA network.Implementation Strategy:Start Small: Pilot with one client. Cultivate includes you in calls and provides quarterly reporting.Full Integration: Real-time business metrics create natural wealth management conversations.Connect with Jeff:LinkedIn: Jeff Armstrong  Email: jeffa@cultivateadvisors.com  Website: cultivateadvisors.comBottom line: While other advisors wait for liquidity events, smart advisors help create them and build unbreakable relationships. Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

In this episode, Jeremy and Jen take over The Wiser Financial Advisor podcast to talk about Jen's exciting transition into her new role. Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation as she grows into Keystone's third adviser position. She'll be joining client meetings alongside Josh and Jeremy, continuing to build her expertise and deepening relationships with our clients.Before coming to Keystone, Jen spent more than 13 years with Edward Jones, where she guided clients through complex financial decisions with empathy, clarity, and genuine care. Today, her top priority remains providing high-level, personal service—always with a warm smile.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com

Send us a textIn this episode of Gaston's Great, we sit down with Sandi McCarter, a Financial Advisor with Edward Jones who found her true calling right here in Gaston County. Sandi opens up about her unique career journey — from starting out in social work to realizing her passion for helping people could be fulfilled through financial advising.She shares how her background in business ownership and her natural empathy for people shaped her approach to financial planning, and why earning her CFP® certification was such a pivotal milestone. Sandi also talks about what it means to serve her clients on a personal level, why she loves her work, and how she contributes to the local community.Tune in to hear how Sandi is empowering families and individuals in Gaston County to build financial confidence and plan for the future.Learn more about Sandi and her passion at the website link here.WATCH NOW!

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

Today's guest is Zar Toolan, General Partner and Head of Data & AI at Edward Jones, joining Emerj Senior Editor Matthew DeMello to explore how AI can be strategically aligned with corporate goals in financial services. Zar shares his perspective on overcoming barriers to AI adoption, the critical build-versus-buy-versus-partner decisions, and the human-centered change management required for scalable AI transformation. He also discusses the importance of responsible AI principles, leveraging data as a competitive asset, and evolving talent strategies to thrive in today's intelligence age. This episode is sponsored by EPAM. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

Our July episode has host and gerontologist, Sherri Snelling, talking with Saudia Gajadhar, Chief Happiness Officer at Comfort Keepers about this year's National Day of Joy survey among older adults and family caregivers and Comfort Keepers' role in the new PBS documentary, “Caregiving.” In CAREGIVER WELLNESS NEWS, Sherri shares the latest stats to highlight July's National Sandwich Generation Month as well as global wellness hacks for International Self-Care Day (July 24). She also talks about a new habit-stacking wellness trend for older women who care caregiving: how “rucking” is the new “walking.” And a new study shows the significant stress burden on caregivers of those with dementia or Alzheimer's who wander. As an intro to the interview with Saudia, Sherri shares the difference between happiness vs. joy from her book, ME TIME MONDAY. In our WELL HOME DESIGN NEWS, Sherri focuses on the financial wellness challenges for the Sandwich Generation including a recent Edward Jones survey showing Sandwich Generation caregivers need more education from financial advisor about long-term care costs; and the actual monetary responsibility many Gen X, Millennials and older Gen Z are taking on caring for children and older parents at the same time. Sherri also shares the topics from the July “Self-Care in 7 Minutes” videos found on the Caregiving Club YouTube channel: Caregiver Bill of Rights, How Alice in Wonderland Helps Caregivers Build Resiliency, 10 Global Wellness Hacks for International Self-Care Day, How the Sandwich Generation Can Build Social Wellness. (3:48) – Caregiver Wellness News (21:16) Interview with Saudia Gajadhar – Chief Happiness Officer for Comfort Keepers (56:32) – Well Home Design News Take Care and Stay Well! Find out more at: caregivingclub.com/podcast/

Nanette Abuhoff Jacobson, global investments strategist for the Hartford Funds, says that uncertainty, by itself, hasn't derailed global markets and slowed growth, but that it could be starting to happen now with signs that there has been a lag time impacting tariff impacts and that core prices are starting to rise. Jacobson says that U.S. investors have become "complacent and they're pricing in a bit of a Goldilocks scenario;" she is still positive on equities, but she is underweight U.S. stocks and overweight emerging markets, Europe and Japan.Michael Gayed, portfolio manager of the new Free Markets ETF — as well as the ATAC Funds — discusses how deregulation policies will benefit certain industries and businesses and how reduced compliance and other regulatory costs will result in bigger profits and more capital expenditures, and will particularly benefit small-cap stocks. Plus, Jesse Abercrombie discusses Edward Jones' "Pulse of North America" survey — conducted at the height of April's post-tariff announcement market volatility — which showed that nearly three-quarters of Americans are optimistic about their ability to live a "financially fulfilled life" despite current, ongoing volatility concerns.

What's the best way to save for a house without wrecking your retirement plan? That's just one of the big questions Joe Saul-Sehy, OG, and Mom's neighbor Doug tackle in this packed episode (number 1700!) of Stacking Benjamins. Whether you're trying to figure out where to park your emergency fund, how to handle inherited IRAs, or how to financially plan as a single adult with big responsibilities (hello, aging parents!), this episode is full of relatable scenarios and actionable strategies. Stackers Torin, VJ, Lori, and Michelle ask everything from: How much is too much in your emergency fund? What happens to inherited IRAs when you're already juggling financial priorities? What should single people be doing right now to prepare for the future? How do you juggle helping aging parents while keeping your own goals on track? Plus, we mix in commentary from Kevin at Edward Jones and longtime listener Ron—offering insights from inside the financial services world and the Stacker community. The guys debate personal finance media narratives, give practical advice for budgeting large windfalls, and reflect on why saving feels easier in theory than in practice. Also covered in this episode: Why financial advice often skips over single individuals—and what to do about it Emergency fund strategies: where to park the money, how much to keep, and how to make peace with the fact it isn't earning sky-high returns How to prioritize debt, student loans, savings, and investing without setting off a financial anxiety spiral The value of short-term tradeoffs when you've got long-term goals All delivered with the basement's signature charm—where the coffee is lukewarm, the guidance is practical, and the jokes… well, let's just say they're dividend-eligible. This episode is a perfect listen for: New Stackers building their financial foundation DIYers trying to juggle competing money goals Anyone who's inherited assets and doesn't want to mess it up People who've realized adulting is basically managing 14 financial priorities at once and still remembering to bring snacks. FULL SHOW NOTES: https://stackingbenjamins.com/answering-your-questions-mailbag-1700 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices