Podcasts about financial advisors

Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can't or won't push real estate. He's now built a hugely diversified passive portfolio and built a community helping others do the same. Check out Jim's company at passivepockets.com.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob's company and invest along at https://aspenfunds.us/

In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals and financial advisors to serve high-net-worth clients with deeper, more integrated planning. Andree shares how personalized introductions, regular CPA meetings, and clear expectations can unlock growth and referrals. From systemizing partnerships to shifting CPAs from tax prep to tax planning, this episode is full of practical insights for any advisor looking to grow.

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

This week on Beyond The Money, Jackie Campbell discusses the importance of valuing time, the concept of lazy money, and the various risks associated with retirement planning. She delves into the sequence of returns risk and its impact on retirement portfolios, emphasizing the need for a solid financial strategy. The conversation also touches on the emotional aspects of retirement readiness, highlighting the fears and concerns individuals face as they approach this significant life transition. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Send us a text“Family isn't defined only by last names or by blood; it's defined by commitment and by love.” – Dave Willis.Many new homes are built without a dedicated space for family communal dining. This building trend says volumes about American family units today.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

In this episode, we explore the biggest money mistakes most people make - from lending to family to buying flashy cars. We also dive into whether buying a home is actually smart, how to think about debt vs. cash, and why having a simple financial system changes everything. Learn how to build wealth the boring but effective way. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another episode of the Building Your Money Machine Show! Today, I'm rolling up my sleeves and getting honest about the most controversial topics in personal finance. You know the ones—those “hot takes” that get tossed around at barbecues, family gatherings, and across social media feeds, usually prefaced with something like, “Well, my buddy said...”—and before you know it, that spicy advice is burning a hole in your financial future.In this episode, I'm debunking some of the biggest myths in personal finance, from the renting vs. owning debate to whether all debt is evil, leasing vs. buying cars, if you really need a financial advisor, the realities of the FIRE movement, and the age-old battle between real estate and stock investing.IN TODAY'S EPISODE, I DISCUSS:Renting vs. Owning a HomeDebt & Credit Cards—Doom or Delight?Lease vs. Buy: Car Conundrum:Do You Really Need a Financial Advisor?The FIRE Movement—Does It Work for Everyone?Real Estate vs. Stocks—Which Builds More Wealth?Plus—hear about the FREE Home Buy vs Rent Tool to get to the real numbers, not just guesswork. (Get it at melabraham.com/homebuy.)This episode is packed with actionable advice, myth-busting, and a reminder that personal finance is just that: personal. But good decisions are universal, and you never have to go it alone.RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/8 Signs You're Doing Well Financially (Even If It Doesn't Feel Like It)Accountant Explains: The 4 Financial Freedom Zones - How close are you?Master Financial Literacy in 32 mins: Everything They Didn't Teach You in SchoolThe One Choice That Will Determine Your Financial FutureIf You Knew This About Banks, You Would Think Twice Before Giving Them Your MoneyRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:8 Signs You're Doing Well Financially (Even If It Doesn't Feel Like It): https://youtu.be/KKhrKQb-v40Accountant Explains: The 4 Financial Freedom Zones - How close are you?: https://youtu.be/Md3mF7zg8fkMaster Financial Literacy in 32 mins: Everything They Didn't Teach You in School: https://youtu.be/RquD90vfEvsThe One Choice That Will Determine Your Financial Future: https://youtu.be/RquD90vfEvsORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Join Moe and Javaid as they discuss the market's reaction to the latest tariff news. Will tariffs become the main driver of the markets going forward? Will the Fed start cutting rates this month? Listen now to hear the latest!

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

On this episode: What to do when your advisor makes a mistake. Avoid these places with your retirement money. How does all the talk about interest rates effect you? A retirement lesson from the Road Runner and the Coyote. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

If you've ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decision often goes far beyond dollars and cents.Much like seeing a doctor for preventative care, working with the right advisor is about protecting your future, reducing stress, and reclaiming your most precious resource: time. From saving 20+ hours a month of DIY management to gaining peace of mind, better sleep, and a trusted partner for life's biggest financial decisions—this conversation explores the emotional and practical value of professional advice.You'll hear a powerful testimonial from a self-proclaimed DIY-er who discovered five unexpected benefits of hiring an advisor—and why, in hindsight, it was one of the best investments they've made.Whether you're confident in your current strategy or simply curious if you could be doing more with your time and money, this episode will help you ask the right questions about your financial life.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

If you've ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decision often goes far beyond dollars and cents.Much like seeing a doctor for preventative care, working with the right advisor is about protecting your future, reducing stress, and reclaiming your most precious resource: time. From saving 20+ hours a month of DIY management to gaining peace of mind, better sleep, and a trusted partner for life's biggest financial decisions—this conversation explores the emotional and practical value of professional advice.You'll hear a powerful testimonial from a self-proclaimed DIY-er who discovered five unexpected benefits of hiring an advisor—and why, in hindsight, it was one of the best investments they've made.Whether you're confident in your current strategy or simply curious if you could be doing more with your time and money, this episode will help you ask the right questions about your financial life.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O'Leary had to say about it.Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com

Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act? I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four kids, including twins. We dive into what it's like to navigate big life changes like moving states, the vulnerability that comes with opening up about your finances, and why timing and trust matter so much when you're leaning on experts.  Marisa also shares a powerful personal story about motherhood and a surprising tattoo that taught her something unexpected about growth. Please enjoy my conversation with Marisa Lonic. Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

Laird Veatch became the Athletic Director for the University of Missouri in 2024. Before that, he was Athletic Director at the University of Memphis. He originally hails from Manhattan, Kansas, where he went to KState and was Captain of the Football Team. He then went on to the University of Texas and began his administrative career while earning his master's degree. Laird began working at Mizzou in 1997, managing the Tiger Scholarship Fund, and then went on to positions at Iowa State, Learfield Sports, KState, University of Florida, Memphis and finally back to Mizzou last year.Key points:Laird talks about how his playing days at KState prepared him for his current role.He talks about the projects worked on at Florida and Memphis. Laird and Phil talk about building and creating culture.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInNow Available!The Sea Captain Way for Financial Advisors

Scott welcomed Annie Dietrich in studio to dive deep into the world of social media for financial advisors, uncovering strategies to optimize your personal and professional presence in the digital realm. With insights on authentic storytelling, engagement-driven content, and the importance of a social media cadence, this conversation is perfect for advisors ready to elevate their brand and connect with their community.Annie Dietrich is a seasoned Social Media Strategist and Founder of AC Social. With over 8 years of experience in the ever-evolving world of social media, Annie has established herself as a leading expert in helping businesses and entrepreneurs build their brand, grow their community, and drive sales.As a Certified Meta Manager and Advertising Specialist, Annie has earned recognition for her expertise in social media campaign management and advertising. Through AC Social, Annie offers personalized social media coaching, strategy, and management services designed to help businesses and entrepreneurs build their brand, grow their community, and drive sales. Annie's mission is to empower her clients with the knowledge and tools they need to succeed in the ever-changing world of social media. In this episode you will learn the following: Insights into the evolving landscape of social media, emphasizing the importance of authenticity and engagement in building a brand presence for financial advisors.Key strategies discussed include understanding competition for inspiration, creating a social media cadence, staying relevant with industry trends, crafting engagement-driven and shareable content, and leveraging authentic storytelling to build trust and credibility.The importance of video content and metrics, advising financial advisors to focus on engagement, shares, and watch time rather than likes or follower counts, to effectively harness social media for business growth. Connect with Scott on LinkedInConnect with Annie on LinkedInFor more on The Optimized Advisor Podcast click here  Follow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad's firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. That kind of transformation didn't come from grinding harder—it came from smarter systems, a unified client experience, and a shift from a founder-led model to a true team-first approach.In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.3 of the biggest insights from Ben Grosko …1.) Succession Planning: How to Pass the Baton Without Dropping ItSuccession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business (or family) fall apart.2.) Scaling From $15M to $70M in Annual New AssetsSince joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.3.) From I to We: Empowering The Entire TeamThe biggest unlock? Moving from an “I” to a “We” mindset. Shifting from a founder-led firm to a true team-driven business. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.SHOW NOTEShttps://bradleyjohnson.com/124FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07254613392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Money Meets Medicine podcast, hosted by Dr. Jimmy Turner and his co-host Justin Harvey, they discuss the potential financial consequences of sticking with the wrong financial advisor during one's career and retirement. They emphasize the importance of financial literacy for physicians, highlighting three groups of doctors based on their financial advisory needs: do-it-yourselfers, those who need help with fine-tuning, and those who prefer to outsource entirely. The discussion covers red flags that signal a problematic advisor, such as lack of fee transparency and inadequate knowledge of physician-specific financial needs. They also provide practical advice on how to fire a financial advisor, stressing the importance of being transparent and clear. They conclude with resources for finding the right advisor and emphasize the value of technical competency and integrity in financial advising.Looking for a good financial advisor? Check out Justin at https://apm-wealth.com/ Need own-occupation disability insurance? Get quotes here: https://moneymeetsmedicine.com.disability

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles one of the biggest challenges facing investors today: information overload. With news headlines, political rhetoric, and market commentary flooding our daily lives, making sound financial decisions can feel like navigating a maze. Darryl breaks down the subtle (but critical) differences between mentors, coaches, and consultants - and explains why having a trusted guide can help you stay rational when emotions threaten to derail your long-term strategy. Key Highlights Include: • How mentors, coaches, and consultants each play unique roles in your financial life. • The behavioral traps that can derail even the most rational investors. • A real-life case study of emotional decision-making during market turmoil. • How misinformation influences your perception of risk and opportunity. • Why your advisor should be more than just a financial “consultant”. Whether you're feeling stuck or simply want to build a better decision-making framework, this episode offers a thoughtful and empowering perspective. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resource: https://www.justfactsdaily.com/50-examples-of-fake-news-in-2024 

How Much Income Will $500K Actually Give You in Retirement?**Schedule your free virtual consultation

In the early 2000s, Tesla upended the automotive industry with its ground-breaking electric vehicles and recharging network. Twenty years later, Boom Supersonic is attempting to do the same in the airline industry—will it work?On this episode, Tristan Brandenberg and Nick Sheryka join guest host Ken Katz to discuss Boom Supersonic's ambitious initiative to return supersonic airline travel, including creating all-new aircraft, engines, and supporting network. That begins with flight testing the one-off XB-1 technology demonstrator to prove supersonic overland travel can be nonintrusive to the underlying populace.For financial planning questions or assistance, contact Zach Mindel at zmindel@forumfinancial.com, (630) 474-3599, or visit https://www.forumfinancial.com/profile/zachary-mindel/Zach Mindel is a Financial Advisor with Forum Financial Management, a registered investment adviser with the Securities and Exchange Commission. Neither specialized services nor adherence to the fiduciary standard of conduct should be interpreted as a guarantee of specific outcomes. The success and effectiveness of planning services depend on various factors, including but not limited to the timing and manner of implementation, collaboration with the client and their other professionals, and market conditions. Military service benefits may have eligibility requirements. Past performance is not indicative of future results. All investing comes with risk, including risk of loss. For more information, visit our website at www.forumfinancial.com.Support this podcast at — https://redcircle.com/the-fighter-pilot-podcast/donations

We're taping this podcast at the Morningstar Investment Conference, where we're delighted to be joined by Vanguard CEO Salim Ramji, who joined Vanguard just about a year ago. Prior to joining Vanguard, Salim was a senior leader at BlackRock, where his most recent position was as global head of iShares and index investing. Before that, he was a senior partner at McKinsey & Company. Salim started his career as a lawyer at Clifford Chance in London and Hong Kong.BackgroundBioVanguard Announces Appointment of Salim Ramji as New CEOA message From Salim RamjiTopicsVanguard Chooses an Outsider as Its New CEO, by Daniel Sotiroff, Morningstar.com, May 14, 2024.Vanguard's New CEO: The Story Everyone Is Missing, by Susan Dziubinski and Daniel Sotiroff, Morningstar.com, April 22, 2025.Ramji Discusses Vanguard at 50 With Wall Street Week, May 22, 2025.2025 Morningstar Investment Conference: How to Invest Today, Laura Lallos, Morningstar.com, June 27, 2025.Vanguard CEO on Outages, Expansion Plans and Culture, Bloomberg, Aug. 5, 2024.2025 MIC: Vanguard CEO Salim Ramji on AI, Fees, and the Future of the Firm, Hedge Fund Alpha, June 27, 2025.Vanguard Unveils Generative AI Client Summaries for Financial Advisors, Vanguard, May 5, 2025.Automated Investing With Digital AdvisorThe Best Robo-Advisors of 2025, Dan Culloton, Morningstar.com, May 2, 2025.How Vanguard plans to play disruptor again, by Brooke Masters, Financial Times, Feb. 11, 2025.Vanguard CEO Salim Ramji cools the jets on private assets, by Tania Mitra, Citywire, June 26, 2025.Vanguard CEO says its public-private efforts rooted in partnerships, not acquisitions, by Rob Kozlowski, Pensions & Investments, June 26, 2025.Vanguard sets sights on private markets (at the right price), by Lachlan Maddock, Investment Magazine, March 5, 2025.

Pastor Drew Gysi and Tyler Rutherford ask Financial Advisor Tim Russell, CFP® the hard questions.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

I hope you all enjoyed the 4th of July weekend!  Happy Birthday, America!Fees are a big topic of conversation amongst financial advisors, but also from consumers.  It can be a spicy topic with lots of complexities, but I'll try to simplify HOW and WHAT you are paying your financial advisor.I'll be the first to admit, I am extremely biased being a fee-only financial advisor, which I'll admit throughout the show.  I will say that there is no right or wrong fee model!  However, I do believe there is a right fee model based on the client's circumstances.  This is why we designed our fee structure the way we do, because we serve retirees with $1mm - $5mm of investible assets.  In this episode, I'll talk about “free financial planning,” the different fee models, what those fees are from a $ perspective, and 5 recommendations if you are considering hiring a financial advisor.  Takeaways:If you're hiring a financial advisor, make sure they serve retirees/pre-retirees like YOU.Many advisors focus solely on investment management, neglecting comprehensive planning.DIY investors often have blind spots that a good advisor can help identify.Be cautious of 'free' financial planning services; they often come with hidden costs.The fiduciary standard is crucial; only fee-only advisors are true fiduciaries.Different financial advisor models have varying incentives and conflicts of interest.Advice-only models can be beneficial for DIY investors seeking validation.Calculate fees based on dollar amounts, not just percentages.Consider the long-term value of the services provided by your advisor.⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Other Links Mentioned:Where do I find a retirement-focused financial advisor? (article)This is for general education purposes only and should not be considered as tax, legal or investment advice.

In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Send us a textJoin me as I interview Cindy Terry, a unique Retiree with a special outlook on life.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Ken Griffey Jr. has recently taken up a hobby or even second career after his hall of fame career in Major League Baseball. Some of the things he has learned about his new job can be a good reminder for those who are looking for a second act when it comes to retirement. What else does Jim Fox think about this story and retirement planning? Tune in to find out! Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

What happens when your financial advisor won’t call you back? We break down the risks, the red flags, and what to do when silence costs you. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

What if your million-dollar retirement plan is only worth half that? Ryan Herbert and Lawrence Kiely unpack the hidden costs of financial fees and taxes that can quietly erode your nest egg. They break down the real cost of “free” financial advice, the myth of lower taxes in retirement, and why communication with your advisor matters more than ever. Ryan and Lawrence reveal how to spot value in financial planning and avoid the trap of one-size-fits-all portfolios. Want to begin building your retirement and tax plan? Schedule a call with us here:

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

Join Moe and Javaid as they discuss the markets after a holiday-trading week. The budget bill has passed, what effects will we see in the market and economy? Has the tariff tantrum reignited the trade war? Will the Fed start cutting rates this summer? Where will markets head during the historically weak Summer season? Listen to the latest now!

In this episode of The Truth About Real Estate Investing for Canadians, we follow the journey of Carlos Rodrigues, a former Canadian financial planner who sold off his entire Ontario real estate portfolio to start over in Cleveland, Ohio. Carlos shares the real story—including the $30K he lost to a shady property manager, the challenges of lead paint certification and evictions, and how he uses DSCR financing to invest without personal income.

97% of hedge funds underperform the market over 15 years. Most financial advisors don't even invest in the products they sell you. And yet — they still charge you 1–2% every year, whether or not they add value.In this episode, we expose how the financial advice industry works — and why hedge fund managers, financial planners, and wealth management firms often win even when you lose.We cover:The 2 and 20 fee model and why it's rigged against ordinary investorsWhat a financial advisor actually does — and doesn'tThe difference between a financial advisor vs plannerWhy low-cost index funds routinely outperform expensive “expert” portfoliosHow commissions, model portfolios, and hidden incentives drive most recommendationsWe finish by showing how Bitcoin offers an alternative: self-custody, no silent fees, no middlemen, and no need to “beat the market” to preserve value.If you've ever asked, “Are financial advisors worth it?” — this episode gives you the answer.Get intouch with Myles at mylesdhillon@gmail.com

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you're looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

It was a blockbuster week, and quarter, for Wall Street. The Dow jumped 1,009 points (2.3%), the S&P 500 gained 1.7%, and the NASDAQ rose 1.6%. Year-to-date, all three indexes are firmly in positive territory, with the S&P 500 up 6.8% and the NASDAQ up 6.7%. June closed strong too, with the Dow up 4%, the S&P 500 up nearly 5%, and the NASDAQ surging 6.5%. Even more remarkable: the second quarter saw the S&P soar 10.5% and the NASDAQ skyrocket 17.75% despite April's sharp correction. The Money Wise guys break down how this market resilience reflects optimism around trade progress, cooling inflation, and regulatory rollbacks following a key Supreme Court ruling. They also highlight that, since November 2024, the S&P 500 is up just 4.1% (excluding dividends), leaving plenty of room for further growth. The second half of the show wrapped up their “10 Questions to Ask a Financial Advisor” series, empowering investors to make smarter decisions when choosing a financial partner. Supreme Court Shake Ups The Supreme Court's recent decision limiting nationwide injunctions from federal district courts could have far-reaching implications for the economy, and the markets are just beginning to notice. This ruling clears the path for more of President Trump's deregulation agenda, which was often stalled in his first term by lower-court injunctions. With fewer legal roadblocks, businesses could see a reduction in regulatory red tape, potentially boosting economic growth and corporate earnings. While this development hasn't grabbed major headlines in the financial press, it could be an underappreciated driver of optimism in the current market rally. In the second hour, the Money Wise guys share The Best Investment Advice Ever . You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In This Episode:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Financial Advisor Jayson Thornton, CFP -- REACTS -- The Generation That Got Crushed by the Economy [ Millennials ] - https://www.youtube.com/watch?v=Ynv3-7RInR8Are you looking for ways to improve your financial life? If so, this is the channel for you! On this channel we'll teach you how to live a successful life by learning how to save, payoff debt and invest. We'll start by explaining the basics of money management and financial planning, and then move on to more advanced topics like investing and retirement planning. Subscribing to Pocket Watching with JT and following his tips, you'll have everything you need to live a financially successful life.FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.thornton-financial.com/Got Money Questions? Ask JThttps://www.pocketwatcher.net/Pocket Watcher MERCH!https://pocket-watching-with-jt-shop.fourthwall.com/Pocket Watcher CLIPS Channel - https://www.youtube.com/@PocketWatcher-ClipsBook a consultation at https://www.pocketwatcher.net/Call-In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals! *Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by calling into the show or submitting a question by email or text.Cash App $PocketWatcherJTemail PocketWatcherJT@gmail.comFollow ig @JTPocketWatcherTwitter @JTPocketWatcherCertified Financial Planner*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

What if the key to growth wasn't more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust.In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time.Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You'll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business.3 of the biggest insights from Ronen …#1.) A Simple System to Strengthen Key RelationshipsRonen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it's a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind.#2.) How to Measure (and Deepen) Relationship Quality Over TimeInstead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It's a simple but powerful way to know who you should be investing in, and how often.#3.) Hosting Dinners That Create Connection and Open DoorsTired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network.SHOW NOTEShttps://bradleyjohnson.com/123FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections."To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06254535343See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as educated as possible on their various options before entrusting their planning and investing to any financial advisor. This is one of the key reasons we are now in our 10th year of producing this podcast and blog, answering listener questions and giving listeners a candid “look behind the curtain” on all things personal financial planning. When you're meeting with professionals who could be managing your life savings for the rest of your life, there has to be more than just a personality fit. While personality is important, you also need to know what questions to ask and what warning signs to look for. Do they have a disciplined process and the depth and breadth of experience and resources to undertake this most serious responsibility? Are you able to confidently discern what your overall client experience will look like and know that they take the appropriate steps to ensure your confidential information is protected and that rules and regulations are being complied with?  On today's show, we answer two discerning listener questions that will help you have more productive meetings with potential advisors.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks the complex world of bonds and why they matter to everyday investors. With market headlines swirling and interest rates shifting, Darryl breaks down what bonds really are, how they function in your portfolio, and why government debt isn't just a political issue - it's a personal one. From explaining how bond auctions work to highlighting the risks of chasing returns, this episode offers a practical and reassuring look at what is often considered the “boring” side of investing - and why it deserves your attention. Key Highlights: • Why bonds still play a vital role - even if you prefer stocks. • What bond auctions reveal about global trust in the U.S. economy. • The four principles every investor should follow when it comes to bonds. • Why professional bond management can make a major difference. • How to stay calm (and informed) in the face of economic uncertainty. Whether you're nearing retirement or helping a loved one navigate their investment journey, this episode provides timeless insights with a steady hand. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resources:

In this conversation, T.J. van Gerven and Adam discuss the concept of self-directed IRAs, exploring their differences from traditional IRAs, the potential for investing in alternative assets, and the role of custodians. Adam shares insights on the benefits and risks associated with self-directed IRAs, including compliance issues and the importance of education. They also touch on investment strategies, Roth conversions, and the flexibility of various retirement accounts, emphasizing the long-term wealth-building potential of these financial tools. Takeaways   Self-directed IRAs allow investment in alternative assets beyond stocks and ETFs. The term 'self-directed IRA' is not defined in the tax code; it's a marketing term. Investors can use their IRAs to invest in real estate, hedge funds, and cryptocurrencies. There are only three prohibited transactions with IRAs: life insurance, collectibles, and self-dealing. Custodians play a crucial role in managing self-directed IRAs and ensuring compliance. Self-directed IRAs are not more popular due to lack of marketing from large financial institutions. Roth conversions can be a strategic way to manage tax liabilities on investments. Valuation of non-publicly traded assets is important for compliance and reporting purposes. Various types of retirement accounts can be self-directed, including HSAs and solo 401(k)s. Long-term investment strategies and starting early are key to building wealth.    Chapters   00:00 Understanding Self-Directed IRAs 02:53 Exploring Alternative Assets 05:49 The Role of Custodians in Self-Directed IRAs 08:54 The Popularity and Misconceptions of Self-Directed IRAs 11:56 Working with Financial Advisors 14:45 Investment Strategies and Success Stories 17:54 Roth Conversions and Tax Strategies 20:53 Types of Retirement Accounts 23:52 Valuation and Reporting of Private Assets 26:47 Navigating Required Minimum Distributions 29:53 Encouragement for Millennials  

Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)**Schedule your free virtual consultation

Running a successful advisory firm isn't just about giving great advice—it's about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. Whether you're solo, growing a team, or running a firm, this episode is your blueprint to operational efficiency

We're reacting to the internet's worst financial advice - from flipping mobile homes to buying luxury cars you can't afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what's right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm's data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.Reach out to Joe at Joseph@EliteConsultingPartners.com.