Podcasts about financial advisors

In this heartfelt episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with fellow PAX advisor David Alvarez to discuss a deeply personal and often overlooked financial planning topic - supporting families who have children or loved ones with disabilities. David shares his own journey into financial services, shaped by his family's background and a career that began at the peak of economic uncertainty. Now a key member of the PAX team, David has developed a specialized focus on serving families navigating the complex realities of long-term disability planning. Together, Darryl and David explore: • How David's passion for serving families with special needs began. • The emotional and financial toll of long-term illness or disability. • Key planning tools like ABLE accounts and Special Needs Trusts. • The importance of acting on important, but not always urgent, financial tasks. • How PAX's “Honest Conversations” methodology helps both spouses find clarity and peace of mind. Whether it's planning for a child with autism, preparing for future medical expenses, or simply figuring out where to start, this episode offers real-world guidance for those walking a challenging path. If you or someone you know is navigating life with a loved one who has special needs, don't miss this episode. And remember - you think different when you think long term. Learn more or reach out at PAXFinancialGroup.com.

This episode is sponsored by: My Financial CoachYou trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity.Visit myfinancialcoach.com/physiciansguidetodoctoring to meet your financial coach and find out if concierge planning is right for you.___________Are you making costly tax mistakes without realizing it? In this episode, host Dr. Bradley Block  welcomes Enpo Tu, to discuss tax strategies for physicians. Enpo dives into the complexities of backdoor Roth IRAs, highlighting common errors like overlooking pre-tax IRAs or SEP IRAs that can trigger unexpected tax liabilities. He also explores the allure of real estate investments for tax savings, debunking myths about passive income and the challenges of liquidity and long-term tax implications. With practical advice on choosing a competent CPA and financial advisor, Enpo emphasizes the importance of transparency, coordination among professionals, and aligning strategies with personal financial goals. This episode offers actionable insights for physicians to navigate tax complexities, avoid audits, and build a secure financial future.Three Actionable Takeaways:Understand Your Full Financial Picture – Ensure your CPA has a complete view of your assets, including IRAs and SEP IRAs, to avoid costly mistakes like improper backdoor Roth conversions.Evaluate Real Estate Investments Critically – Look beyond tax deductions to assess the long-term tax implications, liquidity challenges, and whether real estate aligns with your time and financial goals.Vet Your Financial Professionals – Ask potential CPAs and financial advisors about their expertise with physician clients, compensation structure, and how they coordinate with other professionals to ensure comprehensive planning.About the Show:Succeed In Medicine  covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school!About the Guest:Enpo Tu  is the Chief Operating Officer of My Financial Coach, where he has helped build the company since 2018. As a key architect of its operations, Enpo ensures high-quality financial planning for over 400 medical families. A prominent public voice, he hosts webinars, publishes educational content, and engages with physicians at conferences. Passionate about education over sales, he helps clients avoid financial pitfalls and build wealth through tailored strategies. Known for his professional style—complete with bow ties and vests—Enpo brings clarity and expertise to complex financial topics.Website: https://myfinancialcoach.comLinkedIn: http://linkedin.com/in/enpotuAbout the host: Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest? Email Brad at brad@physiciansguidetodoctoring.com  or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

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

Discover why most financial advisors aren't trained—or even allowed—to guide you through the biggest wealth-building decision of your life: buying a home. Author and former financial advisor Brady Mullen joins CPA Dan Mullen to explain how real estate plays a critical role in long-term wealth, and why it's often ignored by the people we trust for financial advice.In this episode, David sits down with brothers Brady and Dan Mullen, authors of Real Decisions: The Financial Impact of Renting and Owning. Brady, a former financial advisor, and Dan, a CPA specializing in real estate tax, share what they learned about the enormous—but often overlooked—financial power of homeownership.They explain why real estate is usually left out of “holistic” financial planning, how renting compares to owning over time, and why most homebuyers are left to figure out these massive decisions alone. The Mullen brothers share insights on tax advantages, inflation protection, and how your first mortgage payment will be the worst one you ever make (yes, that's good news). This is a must-listen episode for anyone who's been told that renting is the smarter choice.Quote"You can buy 30 years of shelter at today's prices—and the bank will give you a loan to do it." – Brady MullenHighlightsWhy financial advisors can't give you real estate adviceThe financial industry's blind spot when it comes to shelterThe difference between being sold real estate and being educated about itHow landlords pass hidden costs onto rentersWhy renting might seem cheaper—but costs more over timeUnderstanding inflation and your mortgage as a financial toolThe truth about maintenance, taxes, and “rent being easier”How owning gives you control over your housing costsWhy your first mortgage payment is your most expensive—and what happens afterReal estate's role in building long-term net worthConnect with me to find a trusted realtor in your area or to answer your burning questions!Subscribe to our YouTube Channel @HowToBuyaHomeInstagram @HowtoBuyAHomePodcastTik Tok @HowToBuyAHomeVisit our Resource Center to "Ask David" AND get your FREE Home Buying Starter Kit!David Sidoni, the "How to Buy a Home Guy," is a seasoned real estate professional and consumer advocate with two decades of experience helping first-time homebuyers navigate the real estate market. His podcast, "How to Buy a Home," is a trusted resource for anyone looking to buy their first home. It offers expert advice, actionable tips, and inspiring stories from real first-time homebuyers. With a focus on making the home-buying process accessible and understandable, David breaks down complex topics into easy-to-follow steps, covering everything from budgeting and financing to finding the right home and making an offer. Subscribe for regular market updates, and leave a review to help us reach more people. Ready for an honest, informed home-buying experience? Viva la Unicorn Revolution - join us!

Ron Anderson, CFP® and founder of Plan A Wealth Management, grew up in a farming family in Nebraska where seeds of financial wisdom and deep faith were planted early. After college, he launched into the world of financial advising—but it wasn't until years later, after moving through several firms, that he stepped out to start his own practice, one grounded in biblical truth and eternal purpose.   A turning point in Ron's life came at a Generous Giving Conference, where God stirred something new in him—a vision for radical generosity and bold obedience. Since then, Ron has committed his life and work to listening for God's voice and faithfully following where He leads, no matter how uncertain the path. His story is marked by courageous leaps of faith, remarkable provision, and a deep trust in God's economy.   Ron also shares his conviction that rest is a discipline, not a luxury—both for himself and those he serves. In this episode, he opens up about how cultivating rhythms of rest has helped him, his clients, and his community live more joyfully, generously, and purposefully.   Major Topics Include: Ron's early life on a Nebraska farm and faith background How he viewed money and wealth in his early career His introduction to generosity and biblical money principles Tanking leaps of faith in generosity Growing trust through obedience in giving How God speaks to Ron about generosity Learning rest through learning trust in God Creating a structure for sabbath rest in his life His sabbath plan and rest retreat for generous givers What his family sabbath plan looks like each week How sabbath rest has changed his work rhythm  What he wishes more people understood about generosity and rest Ron's passion for faith driven investing Advice for using a giving account QUOTES TO REMEMBER “If you're listening and you're following Him, He's going to take care of you, give you unimaginable opportunities, and an adventure of a lifetime in the process.” “If you say ‘yes' to God, He will take you on a journey that you will never regret going on.” “I asked everyone else how much to give, but I hadn't thought about asking God.” “God was showing me He was in control of how much money I had.” “All I had to do was listen and obey, and He takes care of the rest.” “God takes us on a journey when we relinquish control.” “Generosity costs me a lot and gives me just as much in return.” “I think we're supposed to give to what God cares about.” LINKS FROM THE SHOW Generous Giving (see our interviews with cofounders Todd Harper and David Wills and CEO, April Chapman) Kingdom Advisors (see our interview with founder, Ron Blue) The Finish Line Community Facebook Group The Finish Line Community LinkedIn Group BIBLE REFERENCES FROM THE SHOW Psalm 127:2-3 | He Gives His Beloved Sleep   It is in vain that you rise up early and go late to rest, eating the bread of anxious toil; for he gives to his beloved sleep. Behold, children are a heritage from the Lord, the fruit of the womb a reward.   Hebrews 4:1 | The Promise of His Rest   Therefore, while the promise of entering his rest still stands, let us fear lest any of you should seem to have failed to reach it. WE WANT TO HEAR FROM YOU! If you have a thought about something you heard, or a story to share, please reach out! You can find us on Instagram, Facebook, and LinkedIn. You can also contact us directly from our contact page. If you want to engage with the Finish Line Community, check out our groups on Facebookand LinkedIn.   The views and opinions presented here are for general illustrative and informational purposes only.They are not intended to be specific investment, tax or legal advice for any individual and should not be construed as such. Always consult a financial, tax or legal professional regarding your specific situation. All information presented is believed to be from reliable sources, but we make no representations as to their completeness or accuracy. All economic and performance information is historical and not indicative of future results or performance. All investing carries risk including possible loss of principal. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Plan A Wealth Management, a Registered Investment Advisor. Private Client Services and Plan A Wealth Management are unaffiliated entities.

I'll never forget Bruce's story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn't just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might be sold something you don't need. Competency—not just good intentions—matters. https://www.youtube.com/live/oyEbgdU1MGI It's not about distrust—it's about asking the right questions so you're not blindly following advice. And that principle applies fully when choosing a financial advisor, especially when your spouse might need to take over the reins someday. Why “Questions a Good Financial Advisor Should Ask” Are Essential1. The Big Picture: Comprehensive Financial Planning2. Spouse Financial Preparedness: Including Both of You3. Risk and Protection: Insurance, Deductibles, and Peace of Mind4. Tax Strategy and Social Security Planning5. Legacy Planning: Aligning Values and Wealth Transfer6. Financial Alignment Between SpousesWhy You Need These QuestionsReady to Empower Yourself With Questions a Good Financial Advisor Should Ask?Book A Strategy Call Why “Questions a Good Financial Advisor Should Ask” Are Essential Bruce makes a powerful point: finance isn't limited to investment products. Just like a mechanic or doctor examines the whole system, a skilled advisor should ask questions that uncover your entire financial ecosystem. Without comprehensive inquiry, blind spots linger—insurance gaps, overlooked risks, or hidden fees can derail your legacy. Are you unknowingly trusting a financial advisor without knowing enough about your overall financial picture? In today's complex financial world—from taxes and Social Security to estate planning, insurance, and cash flow—a narrow focus on one product is risky.Questions a good financial advisor should ask aren't optional—they're essential. They give you clarity, align planning with your goals, and ensure your spouse is equipped to manage your shared financial future. 1. The Big Picture: Comprehensive Financial Planning Bruce sums it up: “You cannot make financial decisions in a vacuum.” Advisors who focus only on investments or insurance miss how those decisions affect cash flow, taxes, estate planning, and more. Ask: What are your current net worth and cash flow statements? How do your investments, insurance, and debts interrelate? Why it matters:Like a doctor who reviews your medical history before prescribing treatment, a competent advisor will want to see your full financial picture before making recommendations. 2. Spouse Financial Preparedness: Including Both of You Too often, one spouse is left out of discussions and can feel lost if the other dies.Key questions include: Who are your trusted advisors (financial, legal, tax)? Does your spouse know how to access online accounts, passwords, and digital assets? What's your “Alternative Income Plan” for the surviving spouse? How comfortable is your spouse with the household financial framework? Bruce and Rachel discuss this as part of the LIFE framework: Liquid assets—money accessible within 15 minutes Income plan—monthly income goals Flexible investments—capital that can be reallocated Estate plan—how wealth transfers to future generations Both spouses should discuss and agree on how these pieces look today and tomorrow. 3. Risk and Protection: Insurance, Deductibles, and Peace of Mind Bruce shared his own experience with PNC: they asked about deductible choices and emotional tolerance for risk during the house fire recovery process.Essential questions a good financial advisor should ask include: What insurance do you have—life, disability, health, auto, home? Are deductibles appropriate to your cash reserves and risk tolerance? Are beneficiary designations updated and aligned with estate go...

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss essential questions to ask when searching for a financial advisor, particularly from the perspective of their mothers. They explore the importance of understanding the advisor's process, compensation models, and the need for coordination with other professionals. The conversation emphasizes trust, transparency, and the fiduciary responsibility of advisors, providing listeners with valuable insights for making informed decisions about their financial planning. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Ask about the advisor's process and expected outcomes. Understand how the advisor is compensated. Inquire about the types of clients the advisor typically works with. Seek an advisor who collaborates with other professionals. Trust and transparency are crucial in the advisor-client relationship. Different compensation models can affect the advisor's focus. A fiduciary advisor has your best interests at heart. Designations can indicate a commitment to fiduciary standards. Coordination with other professionals can prevent blind spots. These questions can help ensure a good fit with an advisor. Chapters 00:00 Introduction to Financial Advisor Questions 01:06 Key Questions for Financial Advisors 07:14 Understanding Advisor Compensation Models 10:05 The Importance of Coordination with Professionals    

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

Key Highlights:-Signs your current tech stack might be holding you back.-Why decentralized, stagnant systems are a red flag.-The importance of automation, integration, and mobile access.-What top-performing firms are using today (hint: Salesforce, AI, and more).-How to evaluate new tools without getting overwhelmed by vendor hype.-The hidden risks of relying on key-person knowledge and disconnected data.-How small tech improvements can deliver massive results over time.Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@eliteconsultingpartners.com or Stacey at Stacey@eliteconsultingpartners.com.

In this weeks episode, Warren Ingram and Pieter de Villiers explore the financial planning journey, when to manage your own money, when to work with a financial advisor, and how to know when it's time to move on from an advisor who no longer serves your best interests.Key takeaways:The pros and cons of DIY investing vs. hiring a financial advisorSigns it's time to consult a financial plannerWhen it's better to fire your financial advisorWhy education, transparency, and respect matter in financial relationshipsHow to identify red flags in financial advisory servicesThe importance of self-awareness in financial decision-makingLearn more about Prescient Investment Management here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

On this episode: Taxes, Social Security, and Medicare: What are the changes under the Big Beautiful Bill? We are all scared of the next stock market crash. Should we be? How can we solve the problem that scares retirees the most? 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.

Let's talk about something that doesn't get discussed enough: why chasing more money isn't the path to fulfillment, and why so many advisors still fall into that trap. This episode is about helping you shift your mindset—from the never-ending game of making more, to building a business and life that actually feels good. I share personal stories, client examples, and a few powerful tools that help you reconnect to what matters.

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.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! 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.

In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate the complexities of business sales, emphasizing the need for expertise and strategic partnerships. The M&A Playbook for Financial Advisors with Ted Jenkin Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.Tune in for behind-the-scenes insights from the IGNITE conference floor.

You're growing your business, but is your marriage growing with it?In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagram, therapy, and a Sunday morning ritual helped us rebuild our relationship from the ground up.We open up about our journey from high school sweethearts to partners raising a family and scaling a fast-growing company—while navigating the emotional ups and downs of entrepreneurship and marriage.We get real about what it took to go from tension and resentment to connection and respect, and how we now support each other emotionally, practically, and professionally.If you want to build a business and a home life that both thrive, this episode is for you.3 of the biggest insights from Brad and Sarah…#1.) Therapy Isn't a Sign of Struggle, It's a Sign of StrengthWhat started as a tough talk in Napa turned into weekly therapy that helped Brad and Sarah reconnect—and gave their kids a model of what healthy relationships look like. Therapy isn't a weakness. It's what showing up really looks like. #2.) Hire an EA Who Manages Life, Not Just BusinessMost entrepreneurs use their EA for scheduling. Brad uses his to protect his marriage. By looping Sarah into calendar decisions, they built a system that prevents business from overrunning family and stops resentment before it starts.#3.) How Enneagram Helped Them Understand (Not Fix) Each OtherBrad's a 7 (The Enthusiast). Sarah's a 6 (The Loyalist). The Enneagram helped them move from conflict to collaboration, turning their differences into a strategic advantage, at home and in business.SHOW NOTEShttps://bradleyjohnson.com/125FOLLOW 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Roger Stukkie - Certified Financial Planner™, Certified Kingdom Advisor®, and Financial Advisor at PAX - for a thought-provoking conversation about the intersection of faith and finances. From biblical definitions of generosity to real-world giving strategies, this episode dives into steps you can take to be both a Christian and a steward of your financial resources. Darryl and Roger explore how aligning your money mindset with your faith can lead to deeper fulfillment, more intentional giving, and long-term impact. Key Highlights Include: • The difference between becoming a Christian and living as one - especially when it comes to money. • Why generosity is more about stewardship than sacrifice. • How to overcome skepticism and give with confidence (even if you don't fully trust the organization). • Checks and balances in nonprofit financials and how to evaluate them. • Two tax-efficient giving strategies every faith-driven investor should know: QCDs and donor-advised funds. Whether you're a faith-forward investor or simply exploring how your values align with your financial life, this episode offers practical tools and spiritual insight to help guide your giving. 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!

In this episode, Andrea and David sit down with Tom Seeko and CJ Burnett, Co-Founders of Florida Veterinary Advisors, for a deep and practical conversation on financial clarity and independence. They explore the realities behind financial success, the importance of insurance, creating effective financial exit plans, and everything in between. Tom Seeko is a Certified Exit Planner, Financial Advisor, Best-Selling Author, and Podcast Host. He's joined by his business partner, CJ Burnett—also a Financial Advisor, Speaker, and Best-Selling Author. Together, they bring a refreshing approach to money management, offering veterinarians and professionals a clear framework for making confident financial decisions. So, grab your coffee or pour a glass of wine, and join us for an engaging conversation. Stay happy and sane!   Show Links: https://flveterinaryadvisors.com/ https://www.linkedin.com/company/flvetadvisors   Our Links: Website: https://www.pawsitiveleaders.com/   FB: https://www.facebook.com/PAWSitiveLeaders   IG: https://www.instagram.com/pawsitiveleaders/   Furpaws Consulting: https://www.furpawsconsulting.com/   Andrea Crabtree-Wood (Host) LinkedIn: https://www.linkedin.com/in/andrea-crabtree-bs-cvpm-sphr-phrca-ccfp-fear-free-000a7985/  David Liss (Host) LinkedIn: https://www.linkedin.com/in/david-liss-mba-cvpm-rvt-6915743b/ To learn more about our social media: http://www.dogdaysconsulting.com   LinkedIn: https://www.linkedin.com/in/rhondabellcvpm/

Can I Retire at 55 with $2 Million? Let's Find Out…**Schedule your free virtual consultation

Relebogile Mabotja speaks to Luca Folpini a Holistic Financial Advisor about fixing a bad credit score. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

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.

In this episode of Building the Billion Dollar Business, Ray Sclafani explores one of the most powerful yet overlooked growth strategies in the financial advisory space: defining your ideal client profile. He shares why the most successful advisory firms aren't chasing more clients—they're focused on the right ones. Ray outlines five actionable steps to help advisors gain clarity, specialize effectively, and align their services to deliver greater value. Listeners will learn how ideal client profiling boosts marketing impact, sharpens referrals, strengthens team focus, and drives smarter, more sustainable growth.Key TakeawaysClarity on who you serve best is crucial.Specialization helps advisors stand out in a crowded market.High-performing teams use ideal client profiling for strategy.Clarity makes referrals sharper and marketing easier.Document both known and unknown client needs.Align your value proposition with client needs.Customize messaging to speak directly to your ideal client.Evolve your ideal client profile as your firm grows.For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

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

Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Retirement isn’t just a date—it’s a strategy. In this must-listen episode, Nolan Baker, the President and CEO of ARHQ, exposes the hidden risks that could derail your financial future. Learn how unchecked government spending could impact your nest egg, why spotting red flags in financial advisors is critical, and how to avoid costly family conflicts through smart legacy planning. Discover the power of an “all-weather portfolio” built to thrive in any market—so your income stays steady no matter what. Whether you're five years out or already retired, this episode delivers urgent, actionable insights to help you retire with confidence, clarity, and control. Don’t leave your future to chance—press play now. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

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

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

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 

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.

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.