Podcast appearances and mentions of Edward Jones

  • 584PODCASTS
  • 1,389EPISODES
  • 37mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Oct 3, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about Edward Jones

Show all podcasts related to edward jones

Latest podcast episodes about Edward Jones

The Valley Today
United Way NSV: The Impact of Day of Caring

The Valley Today

Play Episode Listen Later Oct 3, 2025 16:36


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.”

Franchising 101
Franchising 101 - Building Wealth through Franchising and Investments with Luke Murray of Edward Jones - Episode 263

Franchising 101

Play Episode Listen Later Oct 2, 2025 40:50


⭐ INTERESTED IN FRANCHISE OWNERSHIP? Schedule a call with one of our coaches today!  https://www.francoach.net/ 

Doing Divorce Different A Podcast Guide to Doing Divorce Differently
Saddle Up Segment: Healing, Finances & Finding Your Voice | Money Mindset for Women Over 40

Doing Divorce Different A Podcast Guide to Doing Divorce Differently

Play Episode Listen Later Oct 2, 2025 7:08 Transcription Available


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

Doing Divorce Different A Podcast Guide to Doing Divorce Differently
Money, Divorce & Living Your Best Life | Financial Wisdom with Kathleen Judge

Doing Divorce Different A Podcast Guide to Doing Divorce Differently

Play Episode Listen Later Sep 30, 2025 33:55 Transcription Available


Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | Why Rebalancing Your Portfolio Matters - and How to Do It

Rutherford Issues Podcast

Play Episode Listen Later Sep 30, 2025 14:23


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

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'When Investing, One of the Best Abilities is Durability'

Radio Monmouth

Play Episode Listen Later Sep 29, 2025 3:31


You've probably heard about "genius" investors or those who got in on the "ground floor" of a company that grew to be a huge success. These stories may be interesting, but they are also rare — and sometimes not even true.

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Look at Your Financial Situation Holistically'

Radio Monmouth

Play Episode Listen Later Sep 22, 2025 3:09


When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for your work, home or pets. It's a holistic approach — looking at your trip from a variety of angles.

The Joe Beaver Show
The Joe Beaver Show Sep 19 from Tim Euhus Edward Jones in Corvallis

The Joe Beaver Show

Play Episode Listen Later Sep 20, 2025 110:08


Leaders Across America With Steve Acorn
121 | Jacob Brauer | How to Transform YourMindset for Lasting Success

Leaders Across America With Steve Acorn

Play Episode Listen Later Sep 16, 2025 51:29


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.  

WealthTech on Deck
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella

WealthTech on Deck

Play Episode Listen Later Sep 16, 2025 36:42


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

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | Does the 4% Rule Still Make Sense for Your Retirement?

Rutherford Issues Podcast

Play Episode Listen Later Sep 16, 2025 16:55


Tendrils of Grief
Learning to Rebuild and Manage your wealth after a significant loss

Tendrils of Grief

Play Episode Listen Later Sep 15, 2025 35:07


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!

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Planning Your Business Exit: Start with the End in Mind'

Radio Monmouth

Play Episode Listen Later Sep 15, 2025 3:36


If you own a business, you've probably spent countless hours thinking about how to grow it, manage daily operations and serve your customers. But have you thought about how you'll eventually step away from it? While it might seem premature, planning your successful exit from your business is one of the smartest moves you can make as an owner.

The Mark White Show
Saving Smarter for Education with Julia Bartak

The Mark White Show

Play Episode Listen Later Sep 13, 2025 28:17


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.

Million Dollar Producer Show
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong

Million Dollar Producer Show

Play Episode Listen Later Sep 12, 2025 31:59 Transcription Available


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

The Wiser Financial Advisor Podcast with Josh Nelson
Spotlight on Jen Walenter

The Wiser Financial Advisor Podcast with Josh Nelson

Play Episode Listen Later Sep 8, 2025 29:44 Transcription Available


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

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Life Insurance: Protecting What Matters Most'

Radio Monmouth

Play Episode Listen Later Sep 8, 2025 3:24


September is Life Insurance Awareness Month and the perfect time to consider whether you have adequate coverage to protect your loved ones. While no one likes to think about what would happen if they weren't around, doing so is an act of love.

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | Life Insurance: Protecting What Matters Most

Rutherford Issues Podcast

Play Episode Listen Later Sep 2, 2025 13:52


Bryan Barrett talks with Lee Colvin, Edward Jones financial advisor, about life insurance.

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Let a Financial Advisor Help Plan for Life's Curveballs'

Radio Monmouth

Play Episode Listen Later Sep 1, 2025 3:40


No matter what stage of your life you're in — caring for children, working toward retirement or planning your legacy — unforeseen events like a job loss, a major illness or even a stock market drop could derail what you're working so hard to achieve financially.

Gaston's Great

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!

Rutherford Issues Podcast
Planning Your Business Exit with Edward Jones | Aug. 19, 2025

Rutherford Issues Podcast

Play Episode Listen Later Aug 19, 2025 18:09


In Today’s Episode: Bryan Barrett talks with Lee Colvin, Edward Jones financial advisor on planning your business exit. Exploring how business owners can prepare fo

Squawk on the Street
SOTS 2nd Hour: Intel's Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson's Top Tech Picks 8/15/25

Squawk on the Street

Play Episode Listen Later Aug 15, 2025 44:11


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.   

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | You Have an Estate Plan - Whether You Know It or Not

Rutherford Issues Podcast

Play Episode Listen Later Aug 5, 2025 15:20


Your Money Matters with Jon Hansen
Your Hometown: Minooka's businesspeople are there for the long haul

Your Money Matters with Jon Hansen

Play Episode Listen Later Aug 1, 2025


Chris Scholtes, Financial Advisor at Edward Jones in Minooka, joins WGN’s Jon Hansen to discuss Minooka’s growth over the years and the financial advice available for newcomers to the area. Chris also talks about what businesspeople and citizens are excited about for the future of the village.

Artificial Intelligence in Industry with Daniel Faggella
Building Trusted AI Systems in Financial Services From Strategy to Scale - with Zar Toolan of Edward Jones

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later Jul 28, 2025 27:23


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!

Good Mornings Podcast Edition
S24 E33: Delivering Since 1775: USPS Turns 250

Good Mornings Podcast Edition

Play Episode Listen Later Jul 28, 2025 53:11


Big plans are in the works in every state and community to commemorate America's 250th birthday next July... but for the US Postal Service, the celebration has already begun (at 12:21) --- Starting the week with some good news about the economy for a change... A new Edward Jones survey finds the majority of Americans are optimistic about their financial future (at 22:23) --- What's Happening: The countdown is on to another season of top-notch entertainment at the Marathon Center for the Performing Arts... with tickets to all shows available now (at 42:45)

Caregiving Club On Air
NATIONAL DAY OF JOY WITH SAUDIA GAJADHAR – COMFORT KEEPERS; Sandwich Generation Month latest news & lifestyle changes, International Self-Care Day July 24, Rucking is the New Walking, Joy vs. Happiness

Caregiving Club On Air

Play Episode Listen Later Jul 24, 2025


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/

WHMP Radio
Seg 1 -- Jennifer Ewers, Financial Advisor

WHMP Radio

Play Episode Listen Later Jul 24, 2025 11:00


Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

WHMP Radio
Seg 3 -- Jennifer Ewers, Financial Advisor

WHMP Radio

Play Episode Listen Later Jul 24, 2025 11:00


Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

WHMP Radio
Seg 4 -- Jennifer Ewers, Financial Advisor

WHMP Radio

Play Episode Listen Later Jul 24, 2025 11:00


Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

WHMP Radio
Seg 2 -- Jennifer Ewers, Financial Advisor

WHMP Radio

Play Episode Listen Later Jul 24, 2025 11:00


Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | Should You Trust a Finfluencer?

Rutherford Issues Podcast

Play Episode Listen Later Jul 22, 2025 14:20


Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about "finfluencers," or financial influencers.

Money Life with Chuck Jaffe
Hartford Funds' Jacobson: Amid uncertainty, foreign markets look better than the U.S.

Money Life with Chuck Jaffe

Play Episode Listen Later Jul 16, 2025 57:52


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.

The Compendium Podcast: An Assembly of Fascinating and Intriguing Things
Nutty Putty Cave: The John Edward Jones Story That Haunts Cavers to This Day

The Compendium Podcast: An Assembly of Fascinating and Intriguing Things

Play Episode Listen Later Jul 15, 2025 64:58


In this episode of The Compendium, we explore the haunting tale of the Nutty Putty Cave tragedy, where John Edward Jones became fatally trapped in 2009. This gripping story delves into the perilous world of cave exploration, highlighting the dangers that lurk beneath the surface. From the initial missteps to the exhaustive rescue attempts, we examine how a simple adventure turned into a harrowing ordeal. Discover why Nutty Putty Cave was permanently sealed, serving as a somber reminder of the risks involved in spelunking. We give you just the Compendium, but if you want more, here are our resources: The Nutty Putty Cave Rescue & the Death of John Jones – by Brandon Kowallis Nutty Putty Cave: Before and After the Tragic Death of John Jones – by Dave Roos & Austin Henderson The Last Descent – by Isaac Halasima Nutty Putty Cave – Wikipedia Host & Show Info Hosts: Kyle Risi & Adam Cox About: Kyle and Adam are more than just your hosts, they're your close friends sharing intriguing stories from tales from the darker corners of true crime, the annals of your forgotten history books, and the who's who of incredible people. Intro Music: Alice in dark Wonderland by Aleksey Chistilin Community & Calls to Action ⭐ Review & follow on: Spotify & Apple Podcasts

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | The Importance of Setting Strong Financial Goals

Rutherford Issues Podcast

Play Episode Listen Later Jul 8, 2025 14:10


Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about the importance of setting strong financial goals.

The Stacking Benjamins Show
Your Questions Answered: Saving, Investing & Estate Planning, Stacker Style (Episode 1700!!!)

The Stacking Benjamins Show

Play Episode Listen Later Jun 25, 2025 64:04


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

Pratt on Texas
Episode 3758: “Get High” Abbott’s Special Session; veto & signed review | Campaign news | Texas wins, again – Pratt on Texas 6/24/2025

Pratt on Texas

Play Episode Listen Later Jun 24, 2025 43:57


The news of Texas covered today includes:Our Lone Star story of the day: The called Special Session of the 89th Texas Legislature will begin on 21 July; what will be on the call?Much followup on bills signed and vetoed by Governor Greg “Get High” Abbott. And followup on yesterday's big news on the veto of SB3. (Story mentioned today.)Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas wins again! Texas Named Best Business Climate In Nation For Third Year In A Row.I don't like the Blackrock group but I love this Texas ETF. I bet Mark Miller of Edward Jones could get you started!A group of campaign / political stories: Retired Houston astronaut jumps into the Democrat race to take on U.S. Sen. John Cornyn – clearly just another bureaucracy loving liberal Democrat who hates Trump and Republicans. State Senator Joan Huffman Launches Campaign for Texas Attorney General – nope State Rep. Nate Schatzline launches bid for Texas Senate seat vacated by Hancock (SD9.) Jasmine Crockett drops bid for top Democrat Oversight Committee post, citing leadership resistance. Crocked is crocked. Even Most Democrats Say No To Latest Attention-Seeking Trump Impeachment Attempt from Grumpy Al Green of Houston Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

The Mark White Show
Bradley Cooper Caregiver Documentary & Edward Jones Focuses on Caregivers

The Mark White Show

Play Episode Listen Later Jun 19, 2025 28:26


On tonight's show, we are focused on caregiving. To start things off, I'm talking to Jessica Guthrie, a caregiver to her mother for the past 10 years, and Debra Barrett, vice president of corporate affairs at Otsuka, about the documentary executive produced by Bradley Cooper called Caregiving. After that, I'll be talking with Edward Jones' Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking.

New Books Network
Mark Somos, Matthew Cleary, Pablo Dufour, Edward Jones Corredera, and Emanuele Salerno, "The Unseen History of International Law" (Oxford UP, 2025)

New Books Network

Play Episode Listen Later Jun 17, 2025 65:37


The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in History
Mark Somos, Matthew Cleary, Pablo Dufour, Edward Jones Corredera, and Emanuele Salerno, "The Unseen History of International Law" (Oxford UP, 2025)

New Books in History

Play Episode Listen Later Jun 17, 2025 65:37


The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

New Books in Intellectual History
Mark Somos, Matthew Cleary, Pablo Dufour, Edward Jones Corredera, and Emanuele Salerno, "The Unseen History of International Law" (Oxford UP, 2025)

New Books in Intellectual History

Play Episode Listen Later Jun 17, 2025 65:37


The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history

New Books in Early Modern History
Mark Somos, Matthew Cleary, Pablo Dufour, Edward Jones Corredera, and Emanuele Salerno, "The Unseen History of International Law" (Oxford UP, 2025)

New Books in Early Modern History

Play Episode Listen Later Jun 17, 2025 65:37


The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices

Get Ready! with Tony Steuer
Empower Women to Take Control of Their Finances!

Get Ready! with Tony Steuer

Play Episode Listen Later Jun 17, 2025 39:45


Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about changing the way we think about money and women.In this episode we discussed:We have to enable women to do it their way.It's okay to talk about money, we need to have conversations about money. It's important to take agency over our lives. Advisors should own their practice.Love what you, do what you love. If you're a female client, find an advisor you feel comfortable with. Connect with Shelby Nicholl:Muriel Network Website (here)Muriel Consulting Website (here) LinkedIn (here) Podcast:Kick It Open Podcast (here)Resources mentioned:Muriel Siebert (National Women's History Museum bio)The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist (Bookshop)Think Like a Breadwinner: A Manifesto to Help Women Make the Most of their Money by Jennifer Barrett (Amazon) Bio: Shelby Nicholl is the founder of Muriel Consulting, a consulting and recruiting company that helps financial advisors transform their businesses by moving firms, adding team members and sourcing capital. Her consulting clients rely on her as an expert negotiator, business coach, client experience expert, and skilled marketer. Shelby blends the analytical and creative to problem solve for her clients and for the industry. In 2023 she founded Muriel Network, a digital community centered on accelerating the success of women in wealth management. In 2024, she started the Kick It Open podcast. Both Muriel Network and Kick It Open are named in honor of Muriel Siebert, the first woman member of the NYSE.A 25-year corporate veteran turned entrepreneur, Shelby previously served as Senior Vice President at LPL Financial and Director at Edward Jones. Shelby has spent her career consulting with advisors and investors, and building solutions and capabilities that meet advisor and client needs. Shelby has an MBA from Washington University, earned her Series 7 and 66, and is a certified PROSCI change management practitioner. She is also a Certified Exit Planning Advisor (CEPA).Shelby serves on the Advisory Board for Easterseals Midwest and is a member of the Easterseals Women's Giving Collective. She's also a founding board member of the St. Louis-based Women Leaders in Finance.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

The Mark White Show
Make A Difference Minute: Edward Jones Focuses on Caregiving

The Mark White Show

Play Episode Listen Later Jun 8, 2025 2:17


On this MADM, Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking. Sponsor: Hydration Lounge HydrationL.com

The Mark White Show
Bradley Cooper Caregiver Documentary & Edward Jones Focuses on Caregivers

The Mark White Show

Play Episode Listen Later Jun 6, 2025 28:26


On tonight's show, we are focused on caregiving. To start things off, I'm talking to Jessica Guthrie, a caregiver to her mother for the past 10 years, and Debra Barrett, vice president of corporate affairs at Otsuka, about the documentary executive produced by Bradley Cooper called Caregiving. After that, I'll be talking with Edward Jones' Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking.

The Mark Haney Podcast
From Door-Knocking to $250M Firm: How Faith & Grit Built Zion Capital | Lucas Mijares Interview

The Mark Haney Podcast

Play Episode Listen Later May 28, 2025 53:47


In this episode of The Mark Haney Show, I sit down with Lucas Mijares, Co-Founder and CEO of Zion Capital, a fast-growing wealth management firm now managing over $250 million in assets. Lucas shares how he went from knocking doors in a suit to launching a high-trust boutique firm grounded in values, stewardship, and grit.

The Edge Of Excellence Podcast
155 | Dave Foster | Breakthrough Moments: Transforming Trials into Triumph in Your Journey

The Edge Of Excellence Podcast

Play Episode Listen Later May 20, 2025 60:13


In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by Dave Foster, the Founder and CEO of Gateway Wealth Management.In this insightful conversation, Sean and Dave explore a nuanced journey of personal growth, career evolution, and the often-overlooked importance of perseverance. Through stories of early challenges and surprising pivots, you'll learn how formative experiences—especially those that test one's limits—can shape not just career paths but also character.Dave reflects on a transformative period of his life, recounting both the obstacles and the small wins that contributed to his long-term success. These reflections highlight a broader theme: that the path to professional fulfillment isn't always linear, and sometimes the most valuable lessons are learned not through easy victories, but through enduring tough seasons with intention.This episode is a compelling reminder that personal and professional mastery often emerges from taking the long view—and having the courage to try, stumble, and keep going anyway.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Dave's initial interest in business, influenced by his father, who was a CEO of an animal feed manufacturing company.The value of thick skin and persistence, essential skills for a career in sales and business management.The challenges of selling financial advice with Edward Jones, where rejection feels personal compared to selling paint jobs at College Works.The psychological aspects of financial advice, particularly in helping clients through life changes like the death of a spouse. The importance of balancing long-term goals with enjoying the present as outlined in the book 'Die with Zero' by Bill Perkins.And much more...Guest Bio:Dave Foster is the Founder and CEO of Gateway Wealth Management, a fee-only advisory firm based in St. Louis. A CFP®, RICP®, and CAP® professional, he specializes in retirement income and tax planning. Dave is also the host of the Gateway Giving Podcast, where he explores philanthropy and purposeful wealth. When he's not helping clients or behind the mic, you'll find him hiking, playing baseball, or hanging out with his wife and three kids.Resources:Dave's LinkedInGateway Wealth ManagementDie with Zero book

The Remote Work Retirement Show
Investing in Uncertain Times for Folks 50+

The Remote Work Retirement Show

Play Episode Listen Later May 20, 2025 32:43


Meet financial advisor Eric La Manna as he breaks down what investing really means, especially for those over 50 pivoting to remote work or business ownership. He shares smart metaphors, clears up the mystery around cryptocurrency & explains how to approach retirement planning when you're self-employed.You'll learn:Why picking investments is like choosing how you get to workWhat cryptocurrency actually is—and why younger investors are drawn to itThe difference between short-term fear and long-term market trendsRetirement planning tips for freelancers and small business ownersThe one thing more important than your investment choices: having a planSome Key Takeaways:1. Start Where You Are, Even If You're Late to the Game It's never too late to start planning for retirement. 2. Know Your Risk Tolerance and Time Horizon Understanding how much risk you're comfortable with and how much time you have until retirement is critical3. Diversify, Don't Gamble Cryptocurrency and individual stocks can play a role, but Eric stresses the importance of diversification and caution. 4. Plan with Purpose Retirement isn't just about money — it's about the lifestyle you want. You don't need to be a financial expert to get started but you do need clarity on where you're headed. If you want a companion on that road Eric's someone who brings wisdom without the jargon.Click here to get the full show notes: Investing in Uncertain Times for Folks 50+Want to connect with Eric La Manna?Visit: http://www.edwardjones.com/eric-lamannaCall: (832) 592-0041Eric La Manna is a financial advisor with Edward Jones in The Woodlands, TX. He began his career in financial services in 2006 in California, and in 2019 opened his personal practice with Edward Jones. Eric holds the Accredited Asset Management Specialist designation. He focuses on helping individuals, families, and business owners simplify and organize their financial lives, along with financial goal planning.Host Camille Attell is a remote work strategist, career coach, and the host of The Remote Work Retirement Show. After leaving a 20-year corporate career, she transitioned to a flexible, location-independent lifestyle and has since helped thousands of professionals do the same. Through her Remote Work School program, Camille empowers mid-career professionals and retirees to find meaningful remote work opportunities, build financial security, and design a work-life on their own terms.Take her FREE remote work training: www.camilleattell.com/remote-trainingLearn how to leverage your digital products or service:www.camilleattell.com/remoteworkschoolClick below to connect with Camille online:Instagram: @camille.attellLinkedin: Camille Attell, MARead more about the RV and Remote Work Lifestyle at https://www.morethanawheelin.com/

Engines of Our Ingenuity
The Engines of Out Ingenuity 2426: Charles Dow

Engines of Our Ingenuity

Play Episode Listen Later May 14, 2025 3:54


#AmWriting
Imagining the Life of Jo Van Gogh

#AmWriting

Play Episode Listen Later May 9, 2025 59:34


Joan Fernandez is a former senior marketing executive and general partner of the financial powerhouse Edward Jones. In 2018, she retired from a 30+ year career to be a full-time writer. Since leaving the corporate world, she's become a member of the Historical Novel Society, the Author's Guild, and the Women's Fiction Writers Association (WFWA). In April 2020, she founded a Historical Fiction affinity group within WFWA that grew from a handful of people to nearly two hundred authors. Her debut novel, Saving Vincent: A Novel of Jo van Gogh, has just come out — and I had the great privilege of coaching Joan at two points in her long process of writing this book so I had a front row seat to the deep work she did to bring this story to life. Writing about a real person has some particular challenges, and we get into that here.I'm so excited to share our conversation today.Links from the Pod:Historical Novel Societythe Authors GuildWomen's Fiction Writers Association (WFWA)Top Five Regrets of the Dying, Bronnie WareFind Joan at www.joanfernandezauthor.com, or on IG at @joanfernandezauthorWriters and readers! KJ, here. If you love #AmWriting—and I know you do—and especially if you love the regular segment at the end of most episodes where we talk about what we've been reading, you will also love my weekly #AmReading— find it at kjdellantonia.com or kjda.substack.com or by clicking on my name on Substack, if you do that kind of thing. Your #tbr won't be sorry but also: DID YOU KNOW SARINA BOWEN's LATEST BOOK IS OUT NEXT WEEK? That means if you preorder NOW—next week you gets to do a happy dance! Rowan Gallagher is a devoted single mother and a talented architect with a high-profile commission restoring an historic mansion for the most powerful family in Maine. But inside, she's a mess. She knows that stalking her ex's avatar all over Portland on her phone isn't the healthiest way to heal from their breakup. But she's out of ice cream and she's sick of romcoms. Watching his every move is both fascinating and infuriating. He's dining out while she's wallowing on the couch. The last straw comes when he parks in their favorite spot on the waterfront. In a weak moment, she leashes the dog and sets off to see who else is in his car. Instead of catching her ex in a kiss, Rowan becomes the first witness to his murder—and the primary suspect.Digital books at: Amazon | Nook | Apple Books | Kobo | Google Play | Audible Physical books at: Bookshop.org | Amazon | Barnes & Noble | Indigo | More paperback links here! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit amwriting.substack.com/subscribe