Podcast appearances and mentions of Edward Jones

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Best podcasts about Edward Jones

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Latest podcast episodes about Edward Jones

Advisor Talk with Frank LaRosa
Your Clients Follow You, Not Your Firm's Name

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 1, 2026 34:07


Frank has a story from just yesterday that proves clients do not care what your firm is called.Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and reputation and that an advisor who assumes their own firm is immune to that cycle is simply not paying attention.Frank shares a real conversation from the day before recording, an advisor in Texas who had never heard of Janney Montgomery despite years of success stories from Edward Jones advisors who made the move. Frank uses it to make the bigger point, most clients do not know or care what their advisor's firm is called, they care about the advisor and the relationship they have built with them.That idea carries into a discussion of firms like Arcadius in Atlanta, a firm with no secret sauce that still wins advisors purely on culture. Stacey explains why access to leadership and the feeling of swimming upstream with other serious producers matters more to advisors than a bigger headline deal and why so many advisors quietly miss the experience they used to have at a smaller, more personal firm.Frank and Stacey pull back the curtain on how they actually vet firms behind the scenes, pushing past vague claims like culture and asking firms to show real proof, whether that is a two person marketing team calling itself a department or a firm that cannot explain how it actually helps advisors grow. Frank breaks down the exact order he uses to evaluate any potential move, is it better for your clients first, is it better for your practice second and only then is it better for you personally.The episode closes with a reminder that a firm's name recognition means nothing if it cannot deliver flexibility, leadership access and real results and that eliminating a firm just because you have never heard of it could mean missing the best fit for your business. Questions answered in this episode include:Why do firms go through cycles of good and bad reputation?Do a financial advisor's clients actually care about the name of the firm?What is the real difference between well known firms and firms nobody has heard of?Why does access to senior leadership matter for financial advisors?How should a financial advisor actually vet a firm's culture claims?What is the right order to evaluate whether a move makes sense, the client, the practice, or the advisor?Why shouldn't financial advisors eliminate firms just because they are unfamiliar? Chapters:00:53 Introduction: Your Clients Follow You, Not Your Firm's Name02:02 Every Firm Has Its Day in the Sun and Its Day in the Darkness07:11 Clients Don't Know Who Your Firm Is09:49 Why Access to Leadership Matters15:30 Culture Isn't Enough, Show Us How25:44 The Advisor and the Advisor's Own Client27:36 The Final Message32:24 How to Reach Frank and Stacey Resources:- Elite Consulting Partners: https://eliteconsultingpartners.com- Elite Marketing Concepts: https://elitemarketingconcepts.com- Elite Advisor Successions: https://eliteadvisorsuccessions.com- JEDI Database Solutions: https://jedidatabasesolutions.com- Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report- Listen to more: https://eliteconsultingpartners.com/podcasts/- LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Trackside Podcast
Curt & Kevin Remember Gordon Johncock & Talk Christian Lundgaard Official at Ganassi!

Trackside Podcast

Play Episode Listen Later Oct 1, 2026 48:25 Transcription Available


Tonight, on Trackside with Curt Cavin and Kevin Lee, they talk about the passing of two-time Indianapolis 500 champion, Gordon Johncock, at the age of 90. They also talk about the passing of Leon “Jigger” Sirois at the age of 91. They later talk about Edward Jones sponsoring Scott Dixon for the 2027 Indy 500, while Christian Lundgaard has been officially confirmed to drive the #9 PNC Bank Honda for Chip Ganassi Racing in the 2027 season. In the second segment, they talk about how Chip Ganassi Racing is holding Scott Dixon to contract and can start working for Arrow McLaren in January 2027. They also talk about if Dixon and McLaren can try and beat Alex Palou, Christian Lundgaard and Ganassi. They later talk about the rest of the silly season news regarding Juncos Hollinger Racing, A.J. Foyt Enterprises, and Dale Coyne Racing. In the final segment, Kevin talks about Marshall Pruett’s RACER.com article on silly season for engineers. Kevin also talks about the latest rumors about a potential race in Barcelona in 2027. Kevin later talks about Alex Palou and Marcus Ericsson competing in the Indianapolis 8-Hour race. See omnystudio.com/listener for privacy information.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 30, 2026 4:11 Transcription Available


Middle East and military expert Edward Jones joins host Walter on The Other Side of Midnight to break down the escalating "stalemated stalemate" between the US and Iran.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-other-side-of-midnight-with-walter-sterling--7177415/support.

Arroe Collins Foodie's Paradise
Living Longer But Not Better The Goal Is Getting Us Refocused Edward Jones

Arroe Collins Foodie's Paradise

Play Episode Listen Later Sep 27, 2026 15:44 Transcription Available


Americans are living longer—but not necessarily better. A new concept gaining traction called “peakspan,” is changing the conversation from how long we live to how long we feel strong, energized, and mentally sharp.The reality is concerning: we're not just aging, we're aging with more disease. According to a recent study in Frontiers in Public Health, the number of Americans over 50 with at least one chronic condition is expected to nearly double by 2050, reaching more than 142 million.For many Americans, this isn't abstract, it's personal: rising anxiety about aging and retirement, chronic pain, poor sleep, and low energy becoming the new normal, all while the cost of staying healthy continues to add stress instead of relief.Available for Interview:Edward Jones is a longevity expert and natural health pioneer, bringing more than 40 years of real-world experience helping people take control of their health—without extreme biohacking or expensive routines.At 68, he's in peak physical condition, competes in bodybuilding competitions, and has built a 95K following on TikTok by sharing practical, no-nonsense wellness strategies. What makes his story compelling is that he's lived the decline many Americans fear—chronic pain, fatigue, and mobility issues (being reliant on a walker to get around)—and reversed it after the age of 50 through consistent, natural, healthy habits.

Accenture AI Leaders Podcast
AI Leaders Podcast #87: The Democratization Multiplier: AI at Scale in Financial Services

Accenture AI Leaders Podcast

Play Episode Listen Later Sep 25, 2026 38:04


In this episode, host Keri Smith, Global Lead for AI and Data in Banking & Capital Markets at Accenture, sits down with Adrian Crockett, General Partner and Head of EJ Labs at Edward Jones to explore what it truly means to democratize AI across a 55,000-person organization, how to empower non-engineers to safely build and deploy agents, close the AI value gap, and shift from isolated pilots to a platform-first mindset without sacrificing speed or governance.

Arroe Collins
Living Longer But Not Better The Goal Is Getting Us Refocused Edward Jones

Arroe Collins

Play Episode Listen Later Sep 25, 2026 15:44 Transcription Available


Americans are living longer—but not necessarily better. A new concept gaining traction called “peakspan,” is changing the conversation from how long we live to how long we feel strong, energized, and mentally sharp.The reality is concerning: we're not just aging, we're aging with more disease. According to a recent study in Frontiers in Public Health, the number of Americans over 50 with at least one chronic condition is expected to nearly double by 2050, reaching more than 142 million.For many Americans, this isn't abstract, it's personal: rising anxiety about aging and retirement, chronic pain, poor sleep, and low energy becoming the new normal, all while the cost of staying healthy continues to add stress instead of relief.Available for Interview:Edward Jones is a longevity expert and natural health pioneer, bringing more than 40 years of real-world experience helping people take control of their health—without extreme biohacking or expensive routines.At 68, he's in peak physical condition, competes in bodybuilding competitions, and has built a 95K following on TikTok by sharing practical, no-nonsense wellness strategies. What makes his story compelling is that he's lived the decline many Americans fear—chronic pain, fatigue, and mobility issues (being reliant on a walker to get around)—and reversed it after the age of 50 through consistent, natural, healthy habits.Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.

ICONic Talk
189. Trustworthy Financial Advisors

ICONic Talk

Play Episode Listen Later Sep 24, 2026 52:25


Listen to how a true partnership with a community and those who live in it can translate into a career path where honesty and trust is paramount as Mark and Rachel chat with Financial Advisor, James Imoh, and his Registered Branch Associate, Todd Houser, from Edward Jones.https://www.edwardjones.com/us-en/financial-advisor/james-imohUpcoming Events:Oktoberfest - Saturday, September 26, 12:00pm-10:00pmhttps://friendsofoldtown.org/event/oktoberfest/Frederick County Farm Crawl - Saturday, September 26, 9:00am-5:00pmhttps://frederickcountyhomesteaders.com/farm-crawl/

Elevate with Robert Glazer
Jess Ekstrom on Finding Passion and Intrinsic Motivation

Elevate with Robert Glazer

Play Episode Listen Later Sep 22, 2026 59:27


Jess Ekstrom is a social entrepreneur, Forbes Top-Rated Speaker, and bestselling author. She is the founder of Headbands for Hope company that has now donated millions of headbands to kids facing serious illnesses, partnered with the NBA and WNBA, and is sold nationally at Kohl's. She's also the founder of Mic Drop Workshop, which helps more women become paid public speakers and authors, and she's delivered keynotes for organizations including Netflix, Canva, Zappos, Edward Jones, and Chick-fil-A. She's also the bestselling author of Chasing the Bright Side, and a new book, Making It Without Losing It, which is out now. Jess joined host Robert Glazer to talk about her entrepreneurial career, positivity, intrinsic motivation and more. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠masterclass.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠

The Other Side of Midnight with Frank Morano
Why Am I Not in the Radio Hall of Fame?

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 18, 2026 50:04 Transcription Available


In this hour, investigative journalist Ross Coulthart drops an exclusive leak about imminent declassified UAP files and a historic 1952 Project Blue Book briefing tape delivered to elite MIT scientists. Next, voiceover legend Robert Clotworthy (Ancient Aliens, The Curse of Oak Island) breaks down his high-end German microphone setup and hidden island treasures, followed by Middle East expert Edward Jones analyzing spiking diesel prices and Houthi maritime choke points. Rounding out the show, film critic Matias Bombal reviews Angelina Jolie's Without Blood, while Walter dives into NYPD detective tales of baby formula theft, interdimensional alien theories, and why his radio Hall of Fame snub might trace back to unplugged headphones.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 18, 2026 10:44 Transcription Available


Edward Jones breaks down how Middle East conflict hits home at the gas pump. Jones details how rising kitchen-table expenses—including record-high $6.40/gallon diesel—are tied directly to overseas turmoil. The discussion delves into critical maritime chokepoints termed "the two throats"—the Strait of Hormuz and Bab-el-Mandeb—and how Houthi strikes on Saudi oil infrastructure give Iran strategic leverage while straining U.S. defensive resources. .

The STL Bucket List Show
The Growth Den - The Real Difference Between Demand Generation and Demand Capture

The STL Bucket List Show

Play Episode Listen Later Sep 16, 2026 34:52 Transcription Available


On this episode of the STL Bucket List Show, we sit down with Logan Ice, founder of The Growth Den — a Saint Louis-based fractional growth and demand marketing consultancy helping local businesses stop guessing and start advertising with intention.Logan first landed in Saint Louis for Washington University, but it was a $5 scalped ticket to a Cardinals-Cubs game — and a stadium-shaking Pujols walk-off grand slam — that convinced him to stay for good. After a detour to Seattle helping Varsity Tutors open a new office and years consulting for enterprise clients like Edward Jones and Centene, he built The Growth Den around a different model: instead of open-ended retainers, he embeds as a fractional head of growth, builds the tools and AI models a business needs, and then hands them the keys. In this conversation, Logan and Luke dig into the fundamentals every Saint Louis business owner should know — the difference between demand generation and demand capture, where a restaurant with a $500 budget should actually spend it, why protecting your own brand terms on Google comes before anything flashy, and the single biggest mistake he sees business owners make with their ad accounts. It's a conversation about building a business without losing your family in the process — and why, for Logan, the real ROI is never missing bedtime.They discuss: - Why a Cardinals game sealed Logan's decision to call Saint Louis home - Building The Growth Den around an embedded, fractional growth model instead of retainers - The real difference between demand generation and demand capture - Where a local restaurant should spend its first $500 in ad budget - Knowing when it's time to stop DIY-ing your marketing and bring in helpSupport the show

TimonsPodcast
Rick Yoder EP:134

TimonsPodcast

Play Episode Listen Later Sep 14, 2026 49:55


Rick Yoder spent 17 years helping students, first as a guidance counselor, then five years as an assistant principal responsible for discipline and school safety. He now has spent more than a decade helping Goshen families plan at Edward Jones for what's next. Rick Yoder is the kind of neighbor who will get up at dawn, paddle Turkey Creek, and spend two hours hatcheting a fallen oak so other people can kayak through. This fall he's on the ballot for Goshen School Board, At-Large. If you want someone with Character and Experience, vote Rick Yoder. Visit - www.rickyodergoshen.com to learn more Enjoy this podcast! Please contact me @ Timonspodcast@gmail.com Twitter @Timonspodcast   Huge thanks to todays sponsor Quite River Massage and Revival. Book a massage now! Plz follow @quiet_river_massage on instagram.

The Joe Beaver Show
Joe Beaver Show 9-11 Euhus Riddle Schreier Edward Jones Road Show Adam Breneman, Jim Wilson, Mike Riley, Tim Euhus, Bri Galvez

The Joe Beaver Show

Play Episode Listen Later Sep 11, 2026 110:00


The Other Side of Midnight with Frank Morano
The Great Dollar Tree Price-Hike Conspiracy

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 10, 2026 47:35 Transcription Available


 In this episode, Walter dives into personal conspiracy theories—from lost senses of taste and 9/11 mysteries to secret Mars bases. Plus, Middle East expert Edward Jones breaks down high-stakes escalations in Iran, retired NYPD detective Vic Ferrari exposes a wild stolen U-Haul watermelon ring, and the crew from JB Bakery shares a maple snickerdoodle recipe while prepping for the Miss New Jersey pageant..

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 10, 2026 9:18 Transcription Available


In this episode, host Walter Sterling sits down with Middle East expert Edward Jones to break down the rapidly escalating conflict in the Persian Gulf. From Iranian strikes on US warships and $400 million in damage to the CENTCOM hub in Bahrain to oil skyrocketing past $100 a barrel and hundreds of commercial vessels stranded in the Gulf.

The Other Side of Midnight with Frank Morano

In this episode, Middle East analyst Edward Jones breaks down mounting tensions in Iran and $100 crude oil, while retired NYPD Detective Vic Ferrari reveals how Harlem kingpins used stolen U-Haul trucks to run massive watermelon operations. Plus, psychic Dr. Linda Salvin investigates a mysterious sinkhole at Nicolas Cage's Malibu home, News Nation's Meagan Medick unveils leaked cryptid video from the Toledo Zoo, and Spaced Out Radio's Dave Scott questions whether secret human bases already exist on Mars. Top it off with a Maple Snickerdoodle recipe from JB Bakery.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 9, 2026 6:43 Transcription Available


Walter sits down with Marine veteran, ham radio operator, and Middle East scholar Edward Jones for an urgent update on day 194 of the Iran conflict. From contacting Belarus via ham radio to escalating naval clashes in the strait, Jones breaks down IRGC ballistic missile strikes on US warships and the US retaliatory strikes sinking Iranian shadow tankers. Plus, a reality check on how $99.70 crude oil, $5.90 diesel, and soaring fertilizer costs are hitting local farmers, winter heating, and everyday kitchen-table budgets.

The Other Side of Midnight with Frank Morano
Walmart-Sized UFOs & Mid-Air Duct Tape

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 9, 2026 49:04 Transcription Available


Investigative journalist Ross Coulthart breaks open a 50-year-old military UFO cold case at Ellsworth Air Force Base—now corroborated after a long-lost Air Force security officer resurfaced to verify a Walmart-sized craft, telepathic messages, missing time, and single-glove abductions. Next, Marine veteran Edward Jones breaks down high-seas naval clashes in the Strait, surging fuel prices, and contacting Belarus via ham radio. Finally, author Jonathan Cahn reveals the insane true story behind his viral flight from hell, where a seatmate went demonic over his new book on dark angels, wrestled for his laptop, and had to be duct-taped to his seat by retired cops..

The Other Side of Midnight with Frank Morano
Hovering Triangles & Curated Hams

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 2, 2026 50:02 Transcription Available


In this episode, legendary investigative journalist Ross Coulthart joins live from Australia to reveal mind-blowing, documented UFO/UAP encounters—including a massive, invisible triangular craft filmed by Scotland Yard helicopter police directly over London. Then, Middle East expert Edward Jones breaks down the tense standoff in the Strait of Hormuz, explaining the US Navy's "midnight shuttle" escorts of oil tankers. Retired NYPD Detective Vic Ferrari shares a raw look at a tragic Times Square stabbing and the critical need for mental health reform. 

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 2, 2026 9:21 Transcription Available


The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Sep 1, 2026 6:42 Transcription Available


insideLINES Podcast
The Rookie Blueprint, The 16-Week Reality & NIL

insideLINES Podcast

Play Episode Listen Later Sep 1, 2026 28:17


What happens when a young athlete suddenly starts earning significant money through NIL or signs their first professional contract? In Part 1 of The Financial Playbook, Atoya Burleson sits down with Edward Jones financial advisors Stevie Mooma and Andrea Feeney to break down the financial realities facing today's rising athletes—from creating financial structure and preparing for taxes to making professional income last beyond the 16–18 week NFL season. They share practical strategies for balancing lifestyle spending with long-term goals, building generational wealth, and creating a strong financial foundation from day one.

Shop Talk Podcast
What is agentic commerce? How AI is transforming the future of shopping

Shop Talk Podcast

Play Episode Listen Later Aug 31, 2026 14:17


Chapter 1: What is agentic commerce? How AI is transforming the future of shopping AI is changing the way consumers discover, purchase and manage products. In this episode of Just Good Business, Jordan Williamson from Moneris explains agentic commerce and how AI-powered agents can help consumers shop more efficiently by managing shopping lists, comparing options and making purchases securely on their behalf. In this episode, you'll learn: What agentic commerce is and why it matters How AI shopping agents work The potential benefits for consumers and businesses Key considerations around trust, security and payments What the future of commerce could look like Whether you're a business owner, retailer or technology enthusiast, this conversation will help you understand one of the most important emerging trends in digital commerce. Listen now and explore the future of AI-powered commerce. Chapters: 00:00:00 - Introduction 00:00:49 - Chapter 1: Tracey McLennan of Edward Jones on Smart Financial Planning for Small Business Owners 00:13:37 - Outro Links of Interest: Moneris.com Moneris Model Context Protocol (MCP) Server Press Release Moneris Social Channels: FB | IG | LI | TT | YT Subscribe now!If you have a payment-related or business question you'd like to submit to one of our experts, you can email us at podcast@moneris.com.Just Good Business is a Moneris podcast production hosted by Al Grego.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Aug 25, 2026 10:21 Transcription Available


Rutherford Issues Podcast
Small Habits Help Shape a Stronger Financial Future | Edward Jones financial advisor Lee Colvin

Rutherford Issues Podcast

Play Episode Listen Later Aug 18, 2026 10:51


Building wealth doesn't require a six-figure salary or a lucky stock pick—it takes consistent, intentional daily choices. Host Bryan Barrett sits down with Edward Jone

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Aug 17, 2026 10:37 Transcription Available


The Other Side of Midnight with Frank Morano
Who Actually Buys Mid-Grade Gas?

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Aug 13, 2026 50:08 Transcription Available


In this episode, Walter steps up as a dad to support his 21-year-old daughter through a tearful public breakup with her girlfriend. Walter talks gas with Edward Jones. Plus, retired NYPD detective Vic Ferrari shares a shocking confession about a precinct mascot dog,

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Aug 13, 2026 8:41 Transcription Available


Harford County Living
Joseph Webb on the Power of Real Connection

Harford County Living

Play Episode Listen Later Aug 7, 2026 84:23 Transcription Available


What if the strongest business strategy is simply learning how to connect with people? Mortgage professional and podcaster Joseph Webb joins Rich to explain why relationships, trust, and genuine curiosity remain powerful in an increasingly impersonal world.Joseph has spent more than 20 years in mortgage lending and is a partner at Blevins Home Mortgage. He is also the creator of Connected to the Webb, a locally focused video podcast showcasing the people, businesses, organizations, and stories that make the community special.In this conversation: Learn why Joseph places relationships ahead of transactions  Hear how an unexpected career change led him into mortgage lending  Discover how podcasting strengthened his network and business  Explore the importance of showing the person behind a brand  Hear Joseph's plans for growing Connected to the Webb The conversation also takes a few entertaining turns through bourbon, oysters, cigars, basement podcast studios, and a possible future community tasting event.Look for Connected to the Webb on YouTube and learn more about Joseph's work through Blevins Home Mortgage.This episode is sponsored by Paul Applegate of Edward Jones. Call 410-297-7267 to ask about a no-cost, no-obligation retirement checkup.Subscribe to Conversations with Rich Bennett, leave a review, share this episode, and join the conversation by leaving a comment or contacting Rich directly.Send us Fan MailPaul ApplegatePaul offers No Cost No Obligation Retirement Check Ups and Consultations.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showRate & Review on Apple Podcasts Follow the Conversations with Rich Bennett podcast on Social Media:Facebook – Conversations with Rich Bennett Facebook Group (Join the conversation) – Conversations with Rich Bennett podcast group | FacebookTwitter – Conversations with Rich Bennett Instagram – @conversationswithrichbennettTikTok – CWRB (@conversationsrichbennett) | TikTokSponsors, Affiliates, and ways we pay the bills:Hosted on BuzzsproutSquadCastSubscribe by Email

Rutherford Issues Podcast
Turning Savings into Paychecks in Retirement with Lee Colvin of Edward Jones

Rutherford Issues Podcast

Play Episode Listen Later Aug 4, 2026 15:21


Mastering your retirement income strategy starts with shifting your mindset from saving to spending. After decades of disciplined saving, transitioning to living off your ne

TMA Connection
134 - Mental Health & Building Wealth W/ Paul Applegate

TMA Connection

Play Episode Listen Later Aug 4, 2026 49:43


In this deeply honest and moving episode of The TMA Connection, Tim Markland sits down with Paul Applegate—former Rutgers shot-putter, 15-year police veteran, and current Edward Jones financial advisor. Paul opens up about the harsh mental toll of law enforcement, his battle with PTSD, and the defining moments that led him to make a courageous mid-career pivot into financial planning. He breaks down why "direction is more important than speed" when fixing your finances, how compound interest really works over time, and why every worker needs an emergency fund and a clear exit strategy. Paul also shares how he's using his personal journey to serve first responders, veterans, and everyday blue-collar families across Harford and Cecil County. Subscribe to The TMA Connection on your favorite podcast platform or watch the full episode on YouTube by searching "The TMA Connection." Don't forget to like, comment, and share to support the show! Disclaimer: The host of this show, The TMA Connection, and Edward Jones have an existing business relationship. This podcast is not a endorsement or testimonial of the investment advisory services provided by Edward Jones financial advisor Paul Applegate.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Aug 3, 2026 10:28 Transcription Available


Join Walter Sterling and Edward jones as they discuss the situation in Iran and more on WABC.

Cant Not
115. *Preview* Edward Jones, Corsetier, Couturier & Collector (Full Episode on Patreon & Substack)

Cant Not

Play Episode Listen Later Jul 31, 2026 24:20


In conversation with Edward Jones, of @edwardjonesatelier on how his early fascination with the understructures of victorian dress, the diaries of lady's maids and the hidden details and soft techniques of old haute couture sewing set him on his journey to becoming a couturier. Edward gets into the parts of couture sewing people may not realise and how hard it is to translate couture pieces in the digital age. We speak about what may be lost if this way of making isn't up kept and the danger that puts couture fabric houses in. We get into his antique corset collection and his interest in preserving the corset history of the wartime and post war era. Other topics in our conversation include more on his collecting, 80s Emanuel Ungaro, his hat collection, the hats by the legendary milliner Madame Paulette, the punctuation mark of a Stephen Jones hat, whats next for the Edward Jones Atelier and so much more www.cantnotshop.com

Always On with Duncan MacPherson
The Future of Advisor Value with Matt Doran (Ep. 98)

Always On with Duncan MacPherson

Play Episode Listen Later Jul 30, 2026 74:33


Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in this episode, he and Matt Doran break down exactly what each one means for the future of advisor value. Join Duncan MacPherson for a wide-ranging conversation with Matt Doran, Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm supporting over 112 practices and approximately $52 billion in prehire assets. Matt brings more than 20 years of experience as a CFP and holds a master’s in taxation from Villanova University. Both forces are raising the bar for what advisors need to offer, and both are creating a gap between those who see the opportunity and those who don’t. The gap between advisors who get this and those who don’t is only going to widen. This conversation is worth your time. Key highlights include: Why the public markets universe is shrinking and what it means for advisors Positioning alts diagnostically, not prescriptively The shift from COIs to strategic partners Why the process is the offering How liquidity events redefine who’s in the room Why complexity is the greatest fuel for referrals The iceberg problem: being your own best-kept secret Tune in for a rich, substantive conversation on the evolving role of the financial advisor, what fee worthiness really looks like in today’s environment, and how the advisors who will be indispensable tomorrow are positioning themselves right now. Promotions: Pareto Systems – Turnkey Advisor Membership: paretosystems.com/turnkey-advisor-membership Alternative Investment Masterclass: paretosystems.com/alternative-investments-masterclass Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call: paretosystems.com/schedule-a-call LinkedIn: Duncan MacPherson: linkedin.com/in/duncanmacpherson Connect With Matt Doran: Website: andpartners.com LinkedIn: Matt Doran: linkedin.com/in/matthewdoran14 About Our Guest: Matt Doran is Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm founded by former Wells Fargo leaders and headquartered in Nashville and St. Louis. With more than 20 years of experience as a CFP and a master’s in taxation from Villanova University Law School, Matt has spent his career at the intersection of complex planning and advisor practice development. A former principal at Edward Jones and founder of Sage Wealth Planning, he now helps advisors and their clients navigate the growing complexity of wealth management, with deep expertise in alternative investments, tax planning, charitable structures, and liquidity event strategy. Matt lives in Elk Rapids, Michigan.

Meet the RIA
MTRIA: Edward Jones

Meet the RIA

Play Episode Listen Later Jul 28, 2026 11:00


Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping clients achieve their financial goals.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 27, 2026 10:52 Transcription Available


The Other Side of Midnight with Frank Morano
Oil Spikes & Spooky Phones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 27, 2026 50:05 Transcription Available


The episode kicks off with Walter's fiery, unfiltered commentary on a deadly shooting at a Seattle Food Festival, where he sounds off on how the shifting roles of men and women in society are creating a dangerous generation of aimless youth. The show then pivots to global geopolitics as former marine Edward Jones breaks down Houthi attacks in the Middle East and their surprising impact on the oil market. You'll also get your entertainment fix with a box-office report on the massive success of The Odyssey (please, no spoilers!) and a hilarious tale of a live-mic blunder involving Roger Ebert. Finally, stick around for spine-tingling urban legends about haunted, impossible phone numbers.

The Other Side of Midnight with Frank Morano
Edward Jones

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 23, 2026 8:41 Transcription Available


The Other Side of Midnight with Frank Morano
Beware the Blue Drinks, $5 Gas, $9 Mango Juice

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 23, 2026 43:38 Transcription Available


Tune in as Walter gets a lesson on proper New Jersey pizza grease and "foreigners" from New Hampshire from an aspiring Miss New Jersey. Then, pivot to serious geopolitical analysis as Edward Jones explains the "eye for an eye" tensions in the Middle East and why you might soon be paying $5 for a gallon of gas. Walter also rants about out-of-touch elites dredging their ponds, the tragedy of $9 mango juice, the bizarre trend of fast-food "blue drinks," and why you shouldn't shed a tear over the recent Disney layoffs.

The Other Side of Midnight with Frank Morano
Edward Jones | 07-16-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 16, 2026 11:11 Transcription Available


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Foley Is Pod
Episode 24: Never To Late To Save

Foley Is Pod

Play Episode Listen Later Jul 16, 2026 54:12


John Layfield and Conrad Thompson welcome Edward Jones financial advisor Lenny Bakken to the show for an insightful conversation about building a secure financial future. Lenny shares his personal journey into the world of financial advising, explains the principles that have guided his career, and offers practical advice for anyone looking to grow wealth, prepare for retirement, and make smarter financial decisions—regardless of where they are on their financial journey.Then, the guys are joined by resident real estate expert James Schlimmer, who breaks down the latest trends shaping today's housing market. From mortgage rates and inventory to regional market shifts and what buyers, sellers, and investors should be watching, James provides an up-to-the-minute look at the state of real estate across the country.Whether you're planning for retirement, investing for the future, or trying to make sense of today's housing market, this episode is packed with valuable insights you can put to work right away.Download, subscribe, and start building a stronger financial future with Have More Money Now! THIS WEEKS SPONSORS BLUECHEW - When you buy two months of BlueChew Gold, you get the third FREE with promo code JBL. You will also receive an additional 10% OFF + Free overnight shipping on your first order. Visit http://BlueChew.com for more details and important safety information SAVE WITH CONRAD - Stop throwing money away by paying those high interest rates on your credit card. Roll them into one low monthly payment and on top of that, skip your next two house payments. Go to https://www.savewithconrad.com to learn more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carlsbad: People, Purpose and Impact
Episode 187: From Tech Executive to Trusted Financial Advisor: Anita Boghoussian's Journey

Carlsbad: People, Purpose and Impact

Play Episode Listen Later Jul 16, 2026 31:34


In this episode of Carlsbad People, Purpose & Impact, Carlsbad Chamber President and CEO Bret Schanzenbach sits down with Anita Boghoussian, Financial Advisor with Edward Jones, to discuss her remarkable journey from an immigrant family upbringing to a successful career in technology leadership and, ultimately, financial advising.Anita shares how her family's pursuit of opportunity brought them from Iraq to Southern California, where she built a 25-year career in technology sales, cybersecurity, and executive leadership. After transitioning from the tech industry, she followed a long-standing passion for financial education and helping others navigate important life decisions.The conversation explores the importance of financial planning, investment discipline, and understanding personal goals before making financial decisions. Anita emphasizes that successful investing is less about timing the market and more about creating a plan that aligns with an individual's future aspirations and risk tolerance.The discussion also highlights Anita's deep involvement with the Carlsbad Chamber of Commerce, including her leadership in launching and growing one of the Chamber's most successful NetForce networking groups. Her commitment to community engagement, business development, and supporting fellow professionals reflects the collaborative spirit that helps drive Carlsbad's local economy.Listeners will gain valuable insights on financial confidence, relationship-based advising, networking leadership, and the importance of creating a long-term vision for both personal and professional success. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

The Other Side of Midnight with Frank Morano
Edward Jones | 07-15-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 15, 2026 9:44 Transcription Available


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The Other Side of Midnight with Frank Morano
Hour 1: Turkey Clubs, Tattoos, and Tic-Tac UFOs | 07-14-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 14, 2026 48:05 Transcription Available


In this hour, Walter tackles everything including his own quest for the perfect, extra-mayonnaise turkey club. But it's not just diner banter—the show dives deep into the "cosmic Watergate" with Dr. Sky, discussing 14 missing UFO scientists, tic-tac aerial anomalies, and whether the CERN particle accelerator shifted us into an alternate timeline. Plus, get gritty global military analysis on the Strait of Hormuz from Edward Jones and scandalous NYPD psychiatrist secrets from retired detective Vic Ferrari. Buckle up, Midnight Misfits—it's the biggest all-night show in radio Learn more about your ad choices. Visit megaphone.fm/adchoices

The Other Side of Midnight with Frank Morano
Edward Jones | 07-14-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 14, 2026 5:08 Transcription Available


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The Other Side of Midnight with Frank Morano
Hour 1: Salary Taboos & Box Office Blues | 07-13-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Jul 13, 2026 46:52


In this packed hour of The Other Side of Midnight, host Walter Sterling navigates a wild ride through generational shifts, global geopolitics, and pop culture. First, podcaster Wyatt Sharpe breaks down Gen Z trends, explaining why young adults are ditching the traditional marriage timeline and opting to share their salaries on TikTok. Then, Middle East expert Edward Jones unpacks the shifting global order, NATO tensions, and Iran's strategic patience over the Strait of Hormuz. Later, Hollywood correspondent Matias Boom Boom drops in to review the latest box office hits and flops, including the live-action Moana remake and the struggling Supergirl film. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Other Side of Midnight with Frank Morano

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The Stacking Benjamins Show
Your Best Money Questions Answered: Emergency Funds, Inherited IRAs, Single-Person Planning, and More (SB1864)

The Stacking Benjamins Show

Play Episode Listen Later Jul 6, 2026 60:07


Should you invest money you're saving for a house, or keep it in cash? How does an inherited IRA actually work when it's split between siblings? What should a single person think about differently when planning for retirement? And is SGOV a reasonable place to park your emergency fund? Joe and OG dig in. These aren't questions from this week. They're questions Stackers sent in over a year ago -- and people are still asking every single one of them. What You'll Walk Away WithThe house down payment question: why OG flips it around and asks what happens if the market is down 20% when you need the money -- and how the answer tells you exactly what to doWhy the juice-worth-the-squeeze question matters more than the optimal investment question when your timeline is three to five yearsHow inherited IRAs actually work: the 10-year rule, required minimum distributions, what happens when multiple siblings inherit the same account, and when it might make sense to just pay the tax and be done with itWhy a spouse inheriting an IRA follows completely different rules -- and why you cannot add to an inherited IRA even if you don't have one of your ownThe single person's financial plan: why disability insurance is the most important protection nobody thinks about, why your estate plan needs different beneficiary logic than a married person's, and why being your own backstop means advocating harder for your own incomeMichelle's numbers run through the Rule of 72: why a 35-year-old with $270,000 already saved may be closer to Coast FI than she realizesSGOV as an emergency fund: when treasury ETFs make sense as a cash alternative, when they don't, and why over-optimizing your cash flow can cost you more in overdraft fees than you ever gainedWhy keeping one to two months of expenses in your checking account isn't lazy -- it's a system that protects you from the chaos of a missed transferThe student loan bankruptcy debate: why Ron's argument has more merit than most people admit, and what the real structural problem isThe Edward Jones response: what's actually Joe's job in the headline segment and what belongs to a company's PR departmentWhy This Matters NowGood financial advice doesn't have an expiration date. These questions were relevant a year ago, they're relevant today, and they'll be relevant next year. If you've been putting off answering any of them for yourself, this is the episode.From the BasementJoe and OG work through the mailbag -- house down payments, inherited IRAs, single-person planning, SGOV, student loans, and a spirited defense of Edward Jones from an actual Edward Jones employee who has some notes. The trivia question is about Michael Jackson's best solo hit according to Billboard. Mom has the curtains drawn.Resources MentionedStacking Benjamins voicemail line -- leave your question; stackingbenjamins.com/voicemailSGOV -- iShares 0-3 Month Treasury Bond ETF; referenced for emergency fund and cash management discussionStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201OG financial planning calendar -- stackingbenjamins.com/ogStacking Benjamins Community -- stackingbenjamins.com/basementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Other Side of Midnight with Frank Morano

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The Other Side of Midnight with Frank Morano

Learn more about your ad choices. Visit megaphone.fm/adchoices