Podcasts about financial planning

In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the value of manual planning. They explore the behavioral aspects of financial management, the journey to developing custom software, and the necessity of personal financial planning practice to enhance client relationships and service delivery. The Software Dilemma in Financial Planning [Episode 342] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If you follow along with us throughout 2026, you will end this year in the best financial shape possible — perhaps in the best shape you've ever been.First up is a healthy helping of “financial truth serum.” Robert Brokamp speaks with Foolish colleague and Certified Financial Planner Amanda Kish about the five steps to documenting all you own, all you owe, and where your money is going: 1. Choose a when and how2. Complete your full financial inventory3. Track your spending for 30 days4. Calculate your personal net worth5. Establish your “Financial Baseline Summary”Have your own tips, tricks, tools, and recommendations for tracking your net worth, spending, and progress? Email them to podcasts@fool.com by Tues., Jan. 6, and we may read your suggestions the following episode. Host: Robert BrokampGuest: Amanda KishEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

SEO Secrets for 2026: A Deep Dive into Schema Markup, Structure, and Indexing with Favour Obasi-ike with Favour Obasi-Ike | Sign up for exclusive SEO insights.Happy New Year! This episode provides a focused, actionable roadmap for business and website owners aiming to dominate search rankings in 2026. It moves beyond basic SEO to reveal three foundational, yet often overlooked, strategies: two internal and one external.Favour synthesizes the strategy into a winning formula: Schema + Structure + Speed. A website that excels in these three areas becomes a "triple threat"—it's understood by algorithms, technically sound, and delivers a superior user experience, making it the preferred result in search.Call to Action: For professional SEO help, you can book a call at playinc.online, listen to the podcast at wedontplaypodcast.com, or contact the me via email (info@playinc.online). More resource links available below.Core Framework for 2026 SEO Success:Internal Secret #1: Master Schema MarkupWhat it is: Explicit code (microdata) that tells search engines and AI exactly what your content means (e.g., Article, FAQ, Product).Why it matters: It "future-proofs" your content by turning pages into structured assets that AI-driven search tools can understand and feature correctly. It's the essential language for communicating with modern algorithms.Internal Secret #2: Prioritize Logical Site StructureWhat it is: A clear, hierarchical blueprint for your website using heading tags (H1, H2, H3, etc.) in the correct, sequential order.Why it matters: It serves both crawlers and users. It guides algorithms through your content while creating an intuitive, trustworthy experience for visitors. A confused structure repels both.External Secret: Leverage Automatic IndexingWhat it is: A technical method using an API to submit thousands of pages per day to Google, bypassing the strict 10-URL daily limit of manual submission in Search Console.Why it matters: For content-rich sites, it ensures your work is efficiently seen and indexed by Google, preventing valuable content from being overlooked.Episode Timestamps[03:30] Internal Secret #1: Master Schema MarkupWhat it is: Explicit code that tells search engines and AI what your content means.Why it matters: It future-proofs content, turning pages into structured assets that modern algorithms and AI search tools can correctly understand and feature.[13:00] Internal Secret #2: Prioritize Logical Site StructureWhat it is: A clear hierarchy using heading tags (H1, H2, H3) in correct order.Why it matters: It guides search engine crawlers and creates an intuitive, trustworthy experience for human users. Poor structure confuses both.[22:00] External Secret: Leverage Automatic IndexingWhat it is: Using an API to submit thousands of pages/day to Google, bypassing manual limits.Why it matters: Ensures large volumes of content are efficiently seen and indexed. A case study showed 27% of a 17M-page portfolio indexed in two weeks.[29:30] Key Conclusion: The "Triple Threat" FormulaThe winning formula is Schema + Structure + Speed. This combination ensures a site is understood by algorithms, technically sound, and delivers a superior user experience.[31:00] Call to Action: For help, book a call at playinc.online, listen to the podcast, or contact the host via email/LinkedIn.Next Steps for Booking A Discovery Call | Digital Marketing + SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠ here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Visit our Work and PLAY Entertainment website to learn about digital marketing services.>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down five financial resolutions that actually create lasting progress, not just good intentions. From building a sustainable cash flow system to improving savings, tax strategy, protection, and long-term planning, we show how small, intentional steps can lead to meaningful change. Season 11, Episode 20 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/WA7quSKMGTc  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Welcome to Season 12 of the We Don't PLAY!™️ Podcast show! Enjoy the latest instrumental for the show as we dive in shortly!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026

"Trump Accounts" are being discussed as a new way to help children and young adults invest for the future—but are they a meaningful planning tool or simply clever branding? In this episode, we break down how Trump Accounts are structured, how they differ from traditional retirement and custodial accounts, and why return assumptions deserve careful scrutiny. We also discuss funding mechanics, diversification considerations, and what actually happens when a child reaches age 18. Importantly, we address what these accounts are not designed to do—including education planning, where 529 plans may remain more effective. Along the way, we share lessons on dollar-cost averaging, long-term ownership, and why financial literacy matters more than the wrapper itself. Finally, we zoom out to the bigger picture: using the new year as an opportunity to refresh your financial plan, revisit retirement contributions, understand SECURE Act changes, and begin thoughtful estate and legacy conversations. January may be a "no-fun" month, but it is one of the most important times to get organized and set the foundation for 2026 and beyond. 0:00 - INTRO 0:20 - Trump Accounts Overview - is it a con? How they're going to be structured, diversification; differences - requires separate form to establish Assumptions for returns are more than rosy; How to fund - 3:28 - Account acts like an IRA 11:21 - Where is the financial literacy associated with the accounts? 12:48 - The artistry in stock certificates 14:53 - How to convert the money - what happens when the child turns 18 18:02 - Not for education planning - 529 is better 19:09 - Rosso's McDonald's Stock ownership story 20:13 - Is this the time to start a fund when the market is at the top? 22:18 - The lesson of dollar cost averaging 24:52 - Setting up for 2026 - 26:43 - Revisit Retirement Contributions - set as high as possible 27:40 - Secure Act changes - Rothification; Gift of Introductory conversations about estate planning & will 32:34 - January is no-fun month; 34:16 - Assess relationship with financiel advisor, tax planner, etc. Knox Box financial organization tool Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=kjxe7xjaj74&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #RetirementStrategy #InvestingEducation #WealthBuilding #RealInvestmentAdvice

We're here to wish you a very happy New Year! We hope you're ringing in the new year in good health and looking forward to what's ahead in 2026. As people are setting goals and making resolutions, we're re-running an episode today on the future of motivation. Last year, we sat down with Szu-chi Huang, an expert in motivation. She explained how science is changing our understanding of goal-setting and achievement, and offered a few tricks you can try when you feel stuck. We hope you'll tune in again today and pick up a few insights on how to sustain enthusiasm for your goals over time.Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your question. You can send questions to thefutureofeverything@stanford.edu.Episode Reference Links:Stanford Profile: ​​Szu-chi HuangConnect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / FacebookChapters:(00:00:00) IntroductionRuss Altman introduces Szu-chi Huang, a professor of Marketing at Stanford GSB.(00:02:13) Studying MotivationSzu-chi shares what led her to study motivational science.(00:02:45) Defining MotivationMotivation as the drive to close the gap between current and ideal self.(00:03:39) The Science of MotivationStudying motivation through behavioral and neurological data.(00:04:30) Why It Matters in BusinessHow motivation science applies to leaders, teams, and customers.(00:05:21) The Motivation FrameworkThe strategies needed in order to stay motivated over time.(00:06:24) Journey vs. Destination MindsetThe different mindsets needed throughout the stages of motivation.(00:08:03) Motivating Kids to Choose HealthyCollaborating with UNICEF to study what motivates children.(00:09:37) Gamified Coupons in PanamaA study using gamified coupons to influence children's food choices.(00:13:08) Loyalty Programs as MotivationHow customer reward programs act as structured goal journeys.(00:15:29) Progress Versus PurposeThe different incentives needed in each stage of loyalty programs.(00:17:11) Retirement Saving LessonsHow financial institutions apply motivational science to long-term goals.(00:19:54) Motivation in Social ContextThe role of social connections in goal pursuit and sustaining motivation.(00:21:20) Support vs. Competition in Shared GoalsThe benefits and drawbacks of sharing goal journeys with others.(00:24:52) Designing Apps for MotivationHow redesigning user interfaces can help users stay motivated.(00:26:02) AI as a Motivation CoachUsing AI to personalize feedback across all stages of goal pursuit.(00:28:50) Starting and Sustaining a GoalPractical strategies for launching and sustaining a goal.(00:30:59) Conclusion Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With almost 25 years of experience as a financial advising professional, Jeff Panik knows that his job is to help clients strike a balance between living well today and planning for the future. Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work towards achieving their dreams. The first in his family to attend college, Jeff attended Duquesne University in Pittsburgh, PA. After graduating, Jeff enlisted in the U.S. Army, spending much of his service in South Korea and later at Fort Bragg in North Carolina. When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Jeff has worked at both large investment and independent financial planning firms, and today believes that being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.CONTACT DETAILS: Email: jeff@balancewealthpartners.com Business: Balance Wealth PartnersWebsite: www.jeffreypanik.com                www.balancewealthpartners.com Social Media:LinkedIN - www.linkedin.com/in/jeffpanik/ Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invites listeners to choose a guiding word for 2026 as a way to approach retirement with greater intention and clarity.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but have the confidence and clarity to lean in and rock it.(00:45) Roger reflects on slowing down, reclaiming meaning in familiar words, and recommitting to clearing the battlefield as we head into a new year.RETIREMENT TOOLKIT(03:22) Roger explains why estimated quarterly tax payments matter in retirement and how they can help prevent unwelcome tax surprises.(05:44) He outlines safe harbor rules and practical best practices for withholding taxes from Social Security, IRA distributions, and pensions.RETIREMENT LIFE LAB(13:33) Roger shares listener responses about corporate words and phrases people are eager to retire when they leave the workforce.ROCKING RETIREMENT IN THE WILD(19:33) Mick and Patty share reflections on fitness, travel, and meaning in retirement, including experiences shaped by history and family.FOCUSING FORWARD: A WORD FOR 2026(21:10) Roger discusses the practice of choosing a single word to define the coming year and reads listener-submitted words for 2026.(28:40) Roger reveals his own word for 2026.SMART SPRINT(34:07) Roger encourages listeners to reflect on the season they are entering and consider choosing a word to help guide decisions in 2026.CLOSING THOUGHTS(34:55) Roger responds to listener feedback on charitable giving and enjoying retirement, emphasizing balance, generosity, and intentional living as the year ends.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer ManFinancial Calculators from Dinkytown.net

What do fighter pilots and financial advisors have in common?More than you might think—especially when it comes to performing under pressure.In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance. We get into simulation training before live reps, checklists built for people under pressure (because even really smart people forget things), and why debriefing is one of the fastest ways to build trust and alignment on a team.If you're building an advisory team, trying to develop younger advisors, or tired of repeating the same mistakes as a firm, this episode gives you a playbook you can actually use.3 of the biggest insights from Carey…#1.) Training Should Look More Like SimulationIn the Navy, pilots don't get thrown into real situations and told to figure it out. Carey explains why so much time is spent in academics and simulators—and why skipping this step is where a lot of advisor training breaks down.#2.) Checklists Exist Because People ForgetChecklists aren't about being rigid. They're about performing when pressure is high. Carey breaks down how the Navy designs checklists for stressed humans—and why the same thinking applies to client meetings and important conversations.#3.) The Debrief Is Where Teams Actually Get BetterCarey walks through a simple five-question debrief that builds trust, surfaces blind spots, and transfers knowledge fast—so teams improve week over week instead of repeating the same mistakes.SHOW NOTEShttps://bradleyjohnson.com/149FOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7's recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

SEO Expert vs. SEO Agency: Making the Right Choice for Your Business (Decision Makers Edition) with Favour Obasi-ike with Favour Obasi-Ike | Sign up for exclusive SEO insights.Episode SummaryBusiness decision-makers constantly face the challenge of choosing between a solo SEO expert and a full-service SEO agency to drive their online growth. In this episode, host Favour Obasi-ike is joined by guests Marc McIntosh, (G.A.) Pimpleton, and Jolanta Kissoon Young to demystify this critical choice.The discussion unpacks the distinct roles of each provider, revealing that an expert acts like a specialist "doctor" for targeted advice, while an agency serves as a holistic "coach" for comprehensive execution. The conversation also ventures into the dark side of the industry, exposing common pitfalls and scams with firsthand accounts of fraudulent practices.Finally, the group provides a concrete, actionable framework for vetting a trustworthy partner, emphasizing the non-negotiable need for proven results and the power of earned trust to ensure your SEO investment translates into real business growth.Read New SEO Article: Is It Worth Hiring an SEO Expert in 2026? [Table Comparison]Next Steps for Booking A Discovery Call | Digital Marketing + SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠ here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Visit our Work and PLAY Entertainment website to learn about digital marketing services.>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Key Takeaways for Business LeadersFirst, define your need before you hire. The most critical first step is to align your business stage with the right provider. An SEO expert is ideal for startups or businesses needing strategic advice, specialized audits, or tactical guidance ("seeing where the needle is"). A full-service agency is better suited for mid-to-large companies that require an aggressive, multi-disciplinary growth strategy and hands-on implementation ("moving the needle").Second, "receipts" are non-negotiable. Do not hire a provider based on promises alone. Demand tangible proof of their competence and impact. Ask for detailed case studies, analytics, and data—what G.A. calls "receipts"—that show where past clients in your industry started and where they finished. This data should clearly demonstrate an increase in revenue, reach, and other key business metrics.Third, trust is earned through value. The most reliable and effective SEO partners are often those who don't rely on aggressive advertising. As Marc argues, trust is built over time. Seek out experts and agencies who freely educate their audience through podcasts, blogs, or online communities. This demonstrates genuine expertise, builds a foundation of trust, and proves they are more focused on delivering value than just making a sale.Detailed Episode Breakdown & Timestamps1. Introduction: The Core DilemmaStarting at 00:00, host Favour Obasi-ike opens the discussion by framing the critical decision business owners face: whether to engage a freelance SEO expert or a larger SEO agency. He emphasizes the strategic importance of this choice, noting that it can define a company's digital foundation and shape its future growth trajectory.At 01:15, Favour Obasi-ike provides an initial breakdown of the fundamental differences, describing an expert as a specialist focused on a specific problem, while an agency covers a comprehensive range of needs. He also introduces the idea that, under specific circumstances, the two can work together effectively.At 03:30, two primary scenarios for collaboration are detailed: an expert can augment an agency's team with specialized skills for a particular project, or an expert can be brought in to provide a "third eye" perspective for an established in-house team, offering an outside view to improve internal processes.With the core dilemma established, the discussion moves to the crucial task of matching your specific business needs to the right provider model.2. Differentiating Roles: The Doctor vs. The CoachBeginning at 05:00, the conversation highlights that to make a smart investment, you must first diagnose your own needs. This section provides a clear framework—the "Doctor vs. the Coach"—to help you distinguish between the need for tactical advice versus comprehensive execution and align your specific requirements with the right type of service provider.At 06:45, the conversation compares the two roles using a clear analogy: the expert is like a doctor who diagnoses and prescribes, while the agency is like a coach who manages the team and executes the game plan. The SEO Expert, or "Doctor," acts as a consultant or specialist who provides tactics and strategies, helping you "see where the needle is." They typically cost between $500 to $3,000+ per month on average. The SEO Agency, or "Coach," provides a full team for execution and acts as the "backbone of your brand online," actively "moving the needle" for you with a robust, multidisciplinary approach.At 09:10, Favour Obasi-ike explains the concept of an SEO agency acting as the technical "backbone" for a brand online. An agency is responsible for a wide array of needs, from generating traffic and performing technical fixes to assisting with branding, backlinks, and local SEO.At 11:25, clear advice is given on when to hire each: an expert is ideal for those just starting out who need to learn the ropes and get strategic direction. In contrast, an agency is necessary for mid-to-large businesses or well-funded startups that require an aggressive, multifaceted growth strategy.While understanding the ideal roles is essential, the real risk lies in the industry's dark side. The speakers now pivot to the critical red flags that can save a business from costly mistakes.3. Industry Pitfalls: Scams, Red Flags, and Cautionary TalesAt 15:30, the conversation shifts to address the "bad rep" of the SEO industry, highlighting why business owners must be exceptionally vigilant. This segment underscores the importance of recognizing red flags to avoid wasting money, losing time, and protecting critical company assets like websites and data.At 17:00, G.A. shares his negative experiences with agencies, explaining his preference for direct, one-on-one relationships. He recounts a client's horror story where a previous agency held their website and data hostage, making it nearly impossible to transition to a new provider and regain control of their own intellectual property.At 20:15, Marc McIntosh offers a powerful anecdote about a new client who had been paying a significant sum for "SEO services" but did not even have Google Analytics or Google Search Console connected to their site—a fundamental flaw. He warns against providers selling overpriced, templated services and using fake bot traffic to manipulate reports and create the illusion of progress.At 24:50, G.A. describes a common scam in his industry where companies buy recycled, low-quality leads from "SEO experts" who use impressive-sounding buzzwords like "quantum computing" to sell ineffective, boilerplate services that fail to deliver genuine clients.Recognizing the scams is half the battle; the other half is proactively identifying a trustworthy partner. The conversation now provides a practical vetting framework to do just that.4. Vetting a Partner: How to Find a Trustworthy ProviderStarting at 28:00, and armed with an understanding of the risks, this section delivers a practical toolkit for due diligence. Follow these systematic steps to move beyond a provider's sales pitch and verify their true capabilities, establishing a successful and transparent partnership from the start.At 29:30, the speakers collectively outline actionable steps for vetting any potential SEO provider.First, ask probing questions. Favour Obasi-ike suggests asking specific operational questions to gauge professionalism and process, such as: "What is your tech stack?", "How do you handle sensitive data and passwords?", and "How do you work as a team?".Second, demand "receipts" (proof of work). Synthesizing advice from the panel, this point stresses the need to see hard evidence. Demand what GA calls "receipts"—case studies, analytics, and performance data showing where clients started and finished. Additionally, as H advises, ensure these case studies explain the strategy behind the results, demonstrating their understanding of your industry.Third, check their own fundamentals. Marc provides a simple but effective tip: audit the provider's own website for basic SEO health. If they have fundamental errors like multiple H1 tags (Mark's example) or an outdated copyright date (Jolanta's example), it's a major red flag.Fourth, verify their authority. Look for tangible proof that they are a genuine expert in their field. A credible provider often has a presence on platforms like LinkedIn, hosts a podcast, writes a blog, or runs a community where they actively share knowledge and engage with their industry.Fifth, prioritize referrals and earned trust. Marc makes a compelling argument that the best partners are found through trusted referrals, not advertisements. He advises following potential experts over time. Those who consistently teach and give value freely are building genuine trust, making them a much safer and more reliable choice.A thorough vetting process is the best defense against industry scams and serves as the foundation for a fruitful, long-term relationship.5. Final Thoughts & Resources MentionedAt 45:00, the final segment wraps up the discussion by covering specific tools and platforms that can aid in SEO efforts. This reinforces the core idea that successful SEO is not a one-time fix but an ongoing, dynamic process of learning, implementation, and adaptation.At 46:15, the discussion touches on leveraging specific platforms for greater reach. In response to Jolanta's question, Favour Obasi-ike explains that Pinterest is a powerful visual search engine, not just a social media platform. Because the lifespan of a "pin" is 3.5 months to 5 months (compared to 19-72 hours for an Instagram post), content published there continues to drive traffic and build authority for a brand long after it's posted.At 52:30, the tools and platforms mentioned throughout the episode include: ClickUp, Zoom, Google Search Console, Google Analytics, ChatGPT, LinkedIn, Clubhouse, and Pinterest.At 55:00, Favour Obasi-ike closes the episode with a final call to action, encouraging listeners to connect with him directly via the link in his bio to turn the insights from the conversation into concrete action for their businesses.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this special Mailbag episode, Mark responds to real listener questions that get to the heart of retirement planning. The conversation explores how risk changes in retirement, why income reliability matters more than market timing, and how to balance financial efficiency with peace of mind. Mark also explains why working with the right advisor can add value even when you feel financially secure. Here's some of what we discuss in this episode:

Hi and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. On this week's episode, we will feature some of our favorite clips from interviews we have done with financial planners, advisors, and retirement researchers over the past year. It's a counterpart to a previously released “Best Of” episode that was all about investing. As usual, we delved into the topic of psychology and money, and the importance of tuning out the noise if you're a long-term investor.“JL Collins: The (Still) Simple Path to Wealth,” The Long View podcast, Morningstar.com, July 1, 2025.“Charley Ellis: Indexing Is a Marvelous Gift,” The Long View podcast, Morningstar.com, Aug. 5, 2025.“Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things,'” The Long View podcast, Morningstar.com, Sept. 16, 2025.“Dan Haylett: ‘The Retirement You Didn't See Coming,'” The Long View podcast, Morningstar.com, Nov. 18, 2025.“Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans,” The Long View podcast, Morningstar.com, Sept. 30, 2025.“Carl Richards: The Case for ‘Deeply Human' Financial Advice,” The Long View podcast, Morningstar.com, Oct. 21, 2025.“Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like,'” The Long View podcast, Morningstar.com, Sept. 23, 2025.“Barry Ritholtz: ‘How Not to Invest,'” The Long View podcast, Morningstar.com, Oct. 7, 2025.“Nick Maggiulli: Climbing the Wealth Ladder,” The Long View podcast, Morningstar.com, July 22, 2025.“Doug and Heather Boneparth: How Couples Can Find Financial Harmony,” The Long View podcast, Morningstar.com, Oct. 28, 2025.“Ramit Sethi: ‘We Have to Make Money Fun and Connective,'” The Long View podcast, Morningstar.com, March 4, 2025.“Beth Pinsker: Lessons From ‘My Mother's Money,'” The Long View podcast, Morningstar.com, Nov. 4, 2025.“Jean Chatzky: What Women Need to Do Differently With Their Money,” The Long View podcast, Morningstar.com, April 8, 2025.“Sahil Bloom: ‘Curiosity Is the Fountain of Youth,'” The Long View podcast, Morningstar.com, Feb. 4, 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth's sake

Send us a textThe end of the year is a great time to look forward and backward to evaluate where you've been, and where you're going!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

PASSING A HOME TO THE NEXT GENERATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode A Qualified Personal Residence Trust, or QPRT, can be a powerful estate planning tool for transferring a home while managing estate taxes. Learn how it works and when it may be appropriate. Full Description Transferring a home to the next generation can be one of the most complex parts of estate planning. Between emotional attachment, tax considerations, and long-term planning goals, families often struggle to find the right approach. A Qualified Personal Residence Trust, commonly known as a QPRT, is one option that may help address these challenges. In this episode of Healthy, Wealthy & Wise, Thad Ismart, CFP®, ChFEBC, CEPS, explains how QPRTs work and why they are sometimes used in estate planning strategies. He outlines how a QPRT allows a homeowner to transfer a residence out of their estate while continuing to live in the property for a specified period of time. If structured properly, this approach can help reduce the taxable value of the estate. The discussion also highlights important considerations and potential risks. QPRTs are not a fit for every family, and they involve long-term commitments that should be carefully evaluated. Factors such as life expectancy, future housing needs, and changes in tax law all play a role in determining whether a QPRT makes sense. Thad emphasizes the importance of coordination between estate planning, tax strategy, and overall financial goals. Decisions involving property transfers should never be made in isolation. Understanding both the benefits and limitations of a QPRT helps families avoid unintended consequences. At BWFA, we work with clients and their estate planning professionals to ensure advanced strategies align with their broader financial picture. This episode provides a practical overview of QPRTs and their role in thoughtful estate planning. To learn more about estate planning strategies, visit BWFA's Financial Planning page.

THE BENEFITS OF STARTING FINANCIAL PLANNING EARLY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Senior Financial Planner, BWFA About This Episode Starting financial planning early can make a meaningful difference over time. Learn why early action creates flexibility, confidence, and long-term opportunity. Full Description Financial planning is often viewed as something to address later in life, once income increases or major milestones approach. In reality, starting early can provide significant advantages that compound over time. The earlier planning begins, the more flexibility individuals have to adapt, adjust, and stay aligned with their goals. In this episode of Healthy, Wealthy & Wise, Larry and Tyler discuss why early financial planning lays a strong foundation for long-term success. They explain how starting early allows individuals to take advantage of compounding, build healthy financial habits, and make thoughtful decisions without unnecessary pressure. The conversation highlights how early planning is not about perfection, but direction. Establishing clear priorities, understanding cash flow, and setting realistic goals can help individuals navigate life changes with greater confidence. Early planning also creates room to course-correct as circumstances evolve, rather than reacting under time constraints later on. Larry and Tyler also emphasize the value of education and consistency. Small steps taken early can have an outsized impact over time. Whether planning for retirement, managing debt, or preparing for future expenses, starting early allows planning decisions to work together more effectively. Rather than waiting for a “right time,” this episode encourages listeners to view financial planning as an ongoing process that grows alongside them. Early planning supports better decision-making and helps reduce stress as goals become more defined. At BWFA, we help individuals and families build financial plans that evolve with each stage of life. This episode reinforces the importance of starting early and staying engaged over time. To learn more about building a financial plan that fits your goals, visit BWFA's Financial Planning Services.

UNDERSTANDING HOW FINANCIAL AID REALLY WORKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Financial aid is often misunderstood. Learn how the system really works and what families should consider when planning for college costs. Full Description Financial aid plays an important role in college planning, yet many families misunderstand how it works and what it can realistically provide. Assumptions about eligibility, timing, and availability often lead to confusion and missed opportunities. Understanding the basics early can make a meaningful difference in how families prepare for higher education expenses. In this episode of Healthy, Wealthy & Wise, Thad Ismart, CFP®, ChFEBC, CEPS, breaks down the realities of financial aid and explains why expectations do not always match outcomes. He discusses how financial aid formulas evaluate income, assets, and household factors, and why aid packages can vary significantly from one school to another. The conversation also addresses common misconceptions, such as the belief that only low-income families qualify for assistance or that financial aid will cover the majority of college costs. Thad explains how financial aid decisions are influenced by multiple variables and why planning ahead is essential for families across income levels. Listeners will gain insight into how financial aid fits into a broader college funding strategy. While aid can help reduce costs, it should not be the sole plan. Thad emphasizes the importance of understanding deadlines, completing required forms accurately, and coordinating financial aid expectations with other savings and planning tools. At BWFA, we help families navigate college planning with a clear, realistic approach. By understanding how financial aid truly works, families can make more informed decisions and avoid surprises along the way. To learn more about how education planning fits into your overall financial picture, visit BWFA's Financial Planning page and explore how thoughtful planning can help you move forward with confidence.

Healthcare may be your biggest retirement wildcard, and this episode unpacks what many retirees overlook. Joshua Barbin breaks down the real costs of Medicare, long‑term care, pharmaceutical expenses, and supplemental coverage so listeners can better understand the financial impact of aging. He also explains why enrollment timing matters, how HSAs can offer unique tax advantages, and what proactive planning steps can help reduce future surprises. Whether you're approaching 65 or already retired, this conversation sheds light on the practical realities of managing healthcare in retirement. 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.

Joel from Jacaranda Financial Planning joins Bill Woods to explain how you can maximize your savings and ensure you have enough super for your retirement. Joel answers your questions on 2GB/4BC Nights every Tuesday night. Listen to Bill Woods - 8pm Monday to Thursday, 7pm Friday over Summer See omnystudio.com/listener for privacy information.

Are Gen X'ers truly ready for retirement, or is anxiety about savings and the future holding them back? Ethan Glasgow dives into the real fears facing Gen X as retirement approaches, including the uncertainties about saving enough, outliving income, and market volatility. He shares practical strategies for late-stage planning, including Roth conversions and budgeting tips, and explains why it’s never too late to start. Whether you’re five or ten years away, discover actionable steps to make retirement planning less overwhelming and more achievable. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Ian Jones (@iansjones) is a Pittsburgh-based commercial photographer and creative strategist known for crafting bold, story-driven visuals for brands and businesses, with a focus on content that connects, performs, and stands out.Expect to Learn: How to tactfully ask potential clients about their current marketing effortsThe importance of educating clients about what they're missing from or overpaying to social/marketing agenciesHow to create mock-up ads or showcase relevant portfolio work that demonstrates your capabilitiesHow being a local creator can give you an edge over large marketing agenciesHow explaining your process can help win over clients who may feel jaded by previous experiences.Ian's Website: https://www.isjdesigns.com/Sponsors:Thanks to WhiteWall for being our lead sponsor this episode! They're the top choice for photographers who want the highest-quality prints! Use the code TPM2025 at checkout for 15% off: https://www.whitewall.com/Our Links:Join our subreddit where you can share stories and ask questions:https://www.reddit.com/r/photographermindset/Subscribe to TPM's Youtube page and watch full length episodes: https://www.youtube.com/thephotographermindset/Make a donation via PayPal for any amount you feel is equal to the value you receive from our podcast episodes! Donations help with the fees related to hosting the show: https://paypal.me/podcasttpm?country.x=CA&locale.x=en_USThanks for listening!Go get shooting, go get editing, and stay focused.@sethmacey@mantis_photography@thephotographermindsetSupport the show

In this podcast episode, host Favour Obasi-Ike sits down with international conflict management expert Dr. Nashay Lowe to reveal how AI can serve as the ultimate mirror, reflecting our hidden biases and transforming how we communicate.Episode SummaryThis conversation delves into the strategic importance of understanding Artificial Intelligence not merely as a technological advancement, but as a transformative tool for enhancing professional communication, streamlining problem-solving, and fostering profound self-reflection. Dr. Nashay Lowe guides us through the necessary mindset shift required to harness AI's power, moving beyond skepticism to see its potential as an indispensable partner in complex human endeavors.The discussion charts a journey from initial resistance to a nuanced appreciation of AI's role in the modern workplace. Favour Obasi-Ike and Dr. Nashay Lowe dissect the common fear that AI will replace human jobs, reframing the technology as a "power tool" that augments human capability rather than rendering it obsolete.Dr. Nashay Lowe states that the real professional risk isn't being replaced by AI, but by a colleague who masters it. The conversation culminates in a powerful central metaphor: AI as an objective mirror. As Dr. Nashay Lowe states, "Conflict reveals who we are, it doesn't create our divisions it reflects them." In the same way, AI offers a unique ability to reflect our communication patterns and strategic gaps without the inherent lens of a human observer.Ultimately, the episode reveals that AI's effectiveness is entirely dependent on human guidance. Through skillful prompting, critical questioning, and a commitment to ethical use, professionals can leverage AI to see their challenges, and themselves, with unprecedented clarity. This episode provides a compelling roadmap for anyone looking to integrate AI thoughtfully into their work.These are the essential insights you need to navigate this new landscape.Key TakeawaysThis section distills the most critical and actionable insights from the conversation with Dr. Nashay Lowe. These takeaways serve as foundational principles for any professional seeking to adapt to and thrive in an increasingly AI-integrated world, transforming a complex technology into a practical asset for growth and efficiency.AI is an Evolutionary Tool, Not an EnemyResisting AI is akin to resisting the adoption of computers or smartphones—a futile effort against an inevitable technological evolution. The true professional threat is not being replaced by AI itself, but by someone who masters AI as a tool to work more efficiently and effectively. Adaptation is no longer optional; it's a core professional competency.AI Serves as an Objective MirrorThe most powerful application of AI in subjective fields like conflict management is its ability to act as a mirror to our own communication patterns, biases, and choices. By analyzing language and scenarios without a human's inherent emotional or experiential lens, it can reveal subtle tensions, repetitive biases, and strategic blind spots that we might otherwise miss.Human Input Dictates AI OutputThe value of AI is not in the technology alone, but in the user's ability to guide it. Dr. Nashay Lowe emphasizes the necessity of iterative prompting, asking critical questions, and providing specific context to achieve nuanced results. A generic prompt yields a generic answer; a thoughtful, challenging prompt unlocks a deeper level of analysis and creativity.AI Can Augment, But Not Replace, EmpathyWhile AI lacks genuine consciousness or empathy, it serves as an invaluable diagnostic tool. Dr. Nashay Lowe powerfully argues that AI can remind us where empathy is missing in our strategies and communications. It can highlight a failure to consider another perspective or identify language that lacks warmth, prompting the human user to inject the necessary emotional intelligence.The User is the Ultimate Guardian of PrivacyAs AI systems become more deeply integrated with our personal and professional data streams, the user's responsibility grows exponentially. The conversation highlights the valid paranoia around connecting AI to sensitive information. The key takeaway is that the user must proactively manage data connections and maintain confidentiality, for instance, by using anonymized scenarios rather than identifiable information.These core principles provide a framework for leveraging AI not just as a machine, but as a partner in professional development.Detailed Episode Timestamps & NotesThis structured guide provides a detailed breakdown of the episode's key moments and discussions. Use these timestamps to navigate directly to the topics and insights that are most relevant to your professional journey.[00:00:00] Introduction: The Power of Human ConnectionHost Favour Obasi-Ike and Dr. Nashay Lowe reflect on their meeting in Las Vegas, emphasizing how valuable real-world, in-person connections are for creating professional opportunities, including this very podcast episode.[00:02:15] Meet Dr. Nashay Lowe: Proactive Strategy Over Reactive Problem-SolvingDr. Nashay Lowe outlines her background in international conflict management and her current mission. She applies global frameworks to local conflicts in academic and nonprofit sectors, aiming to shift leaders from "putting out fires" to implementing proactive strategies. Her goal is to create long-term, healthy habits rather than relying on ineffective "one-off" workshops.[00:04:30] Navigating AI Skepticism: A Necessary Mindset ShiftDr. Nashay Lowe addresses the common resistance to AI, framing it as a crucial mindset shift. She draws parallels to the initial skepticism surrounding cell phones and computers, arguing that AI is an evolving tool that will inevitably become integrated into every aspect of our lives. Adaptation is key.[00:06:45] The AI & Human Partnership: More Power Tool, Less ReplacementThe conversation reframes AI not as a replacement for humans, but as a tool that enhances efficiency. Dr. Nashay Lowe shares a powerful analogy from her partner, comparing the evolution of work to building a house with a hammer and nail versus a power tool, the goal is the same, but the right tool makes the process faster and more efficient.[00:10:10] AI in Conflict Management: Reflecting Our DivisionsThis segment explores the episode's central thesis. Dr. Nashay Lowe explains, "Conflict reveals who we are, it doesn't create our divisions it reflects them. And so artificial intelligence to me works much of the same way." She argues that AI can serve as an objective mirror in the subjective process of conflict resolution, identifying patterns and biases that a human mediator, operating through their own lens, might overlook.[00:14:00] The Emerging Frontier: AI as a Therapeutic ToolDr. Nashay Lowe notes the surprising trend of people using generative AI like ChatGPT for therapeutic purposes. She shares an anecdote about users having "meltdowns" on TikTok after a software update made the AI seem less "nice," underscoring the complex, human-like relationships people are beginning to form with the technology.[00:17:30] Using AI Responsibly: The Art of the PromptThis section focuses on the principle that AI's output is only as good as its input. Dr. Lowe explains the importance of prompting AI to challenge your assumptions ("Don't confirm what I'm already telling you") rather than simply validating them. Responsible use involves an iterative process of refining the AI's output with specific human feedback.[00:20:45] Privacy vs. Progress: The Security DilemmaDr. Nashay Lowe addresses the valid security and privacy concerns surrounding AI's integration with personal data like emails, calendars, and financial accounts. She contrasts this risk with a practical strategy for maintaining confidentiality in her work: using anonymized scenarios ("Person ABC") to analyze conflicts without exposing personally identifiable information.[00:25:00] Crafting Dialogue: A Masterclass in SpecificityDr. Nashay Lowe provides a masterclass on using AI to develop communication scripts. Her method involves giving the AI a specific persona ("You are a 25-year vet in conflict management") and, crucially, directing it to pull information from credible, specific sources like peer-reviewed journals. She continually refines the output with detailed feedback until it meets the desired tone and substance.[00:30:10] Dr. Lowe's Core Message: A Reminder Where Empathy is MissingDr. Nashay Lowe delivers her powerful final takeaway. She concludes that AI can never replace essential human qualities like presence, listening, or humility. However, its greatest strength is its ability to "hold a mirror to our communication patterns and ask without judgment, 'Is this how you're meant to show up?'"Learn more about this episode's insightful guest in the section below.About Our GuestThis episode features the expert insights of Dr. Nashay Lowe, a strategist dedicated to transforming how leaders approach conflict and organizational health.Dr. Nashay Lowe is a specialist in international conflict management who applies global frameworks to solve local challenges. She works primarily with academic and nonprofit leaders to help them shift from reactive problem-solving to building proactive strategies for long-term success. With a focus on creating healthier, sustainable habits within organizations, Dr. Nashay Lowe is currently exploring the cutting edge of her field by integrating Artificial Intelligence as a tool to foster more objective, effective, and positive change.Resources & Ways to ConnectConnect with Dr. Nashay Lowe:Website: https://www.loweinsights.comPodcast: The Resolution RoomInstagram: @loweinsightsLinkedIn: Nashay LoweNext Steps for Booking A SEO Discovery Call | Digital Marketing + Done-for-you SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? 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This Clubhouse marketing session explores the multifaceted world of Restaurant SEO and its application to local businesses. Favour details how establishing a strong digital presence through third-party platforms like Uber Eats and DoorDash creates a "franchise SEO" ecosystem that builds brand authority. The discussion emphasizes off-page strategies, such as connecting Google Business profiles and social media links, to drive traffic and foster community trust. Participants also examine the role of multimedia content, suggesting that podcasts and videos can humanize a brand by showcasing chef interviews or cooking processes. Beyond restaurants, the conversation expands to cover niche industries like private investigation, highlighting how AI-driven search and reputation management are reshaping modern visibility. Ultimately, the sources advocate for a strategic blend of long-term organic growth and immediate paid advertising to maintain a competitive edge.Restaurant SEO: Uber Eats, Grubhub and DoorDash Marketing Tactical Strategies with Favour Obasi-ike with Favour Obasi-Ike | Sign up for exclusive SEO insights.-------------------------------------------------------------------------Next Steps for Booking A Discovery Call | Digital Marketing + SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? 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Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-------------------------------------------------------------------------Episode Timestamps[00:00:00] Introduction: Defining Restaurant SEOThe discussion begins by establishing that "Restaurant SEO" is not a unique discipline but rather a specialized application of local SEO. This foundational understanding is critical for any business reliant on a physical location for customer visits, from restaurants and local stores to farm markets. At [00:01:15], the host defines Restaurant SEO as local SEO with a "restaurant tag" on it, emphasizing its importance for driving traffic, generating tangible results, and gathering customer feedback—all vital for a local establishment's growth.By [00:03:30], the conversation introduces two key strategies for extending a restaurant's online reach. The first is Franchise SEO, which involves leveraging third-party platforms with active communities, such as DoorDash, GrubHub, OpenTable, and NextDoor. Listing a restaurant on these services creates powerful backlinks to its primary website, enhancing its authority. The second is Off-Page SEO, which refers to activities on other digital platforms, primarily social media sites like Facebook, Instagram, and TikTok. Connecting these profiles back to the main website helps build a robust online presence and authority. These definitions set the stage for the episode's central strategic debate on driving business growth.[00:10:00] The Core Debate: SEO for Trust vs. Ads for ImmediacyThis section frames the episode's central conflict, presenting two competing yet complementary philosophies for driving restaurant growth. The speakers weigh the immediate, traffic-driving power of paid advertising against the long-term, trust-building foundation of a solid SEO strategy.At [00:11:45], John makes a strong case for prioritizing paid advertising, asserting that restaurants "need customers now." He argues that paid strategies, such as a proven Facebook advertising model, are the most effective tools for immediate results and that SEO should be considered a secondary, long-term project. At [00:15:20], another speaker supports John's point on the need for immediacy, using a practical example to illustrate the customer mindset: "if I want chicken wings, I'm not worried about SEO."By [00:18:00], Favour presents the counter-argument, clarifying that SEO's primary role is to build trust and credibility before a sale can occur. He uses the analogy of a "red flag" for anyone promising immediate sales directly from SEO. The group reaches a consensus that a balanced approach is best: ads are essential for short-term traffic, while SEO serves as the indispensable long-term foundation for sustainable growth and brand authority. The conversation then transitions from this high-level strategy debate to a specific, actionable content strategy proposed by the host.[00:25:00] A Creative Content Strategy: The Restaurant PodcastThis segment introduces a novel and powerful idea for restaurants to differentiate themselves and build a deep, trust-based relationship with their community. The speakers frame podcasting as a way for a restaurant to move beyond simple listings and reviews to become a true content creator and community hub.At [00:26:10], the host proposes that a restaurant should start its own podcast, utilizing both audio and video formats to engage potential customers on a deeper level. By [00:27:30], the group brainstorms a range of compelling content ideas, including video recipes, cooking tutorials, and culinary tips; interviews with the restaurant's chefs to discuss their creative process; discussions on the quality and sourcing of ingredients; answering frequently asked questions from customers; exploring the history and cultural significance of the cuisine; collaborating with beverage brands featured on the menu; taste tests and sampling sessions; customer testimonials; and behind-the-scenes looks at special events or cookouts.By [00:30:00], the primary strategic goal of this podcasting strategy is articulated: to build profound trust by allowing customers to discover aspects of the restaurant they would never think to search for, thereby creating a stronger and more resilient brand connection. This discussion on creating unique content naturally leads to the technical necessity of structuring that content correctly on the restaurant's website.[00:33:00] Technical SEO Deep Dive: The Menu is Your WebsiteThis section uncovers a critical and often-overlooked technical SEO mistake that can severely handicap a restaurant's online visibility. The speakers reveal how relying on seemingly convenient third-party systems for menu hosting can prevent a restaurant from capitalizing on valuable search traffic.At [00:34:05], a speaker highlights the significant failure of using platforms like Toast that consolidate an entire menu onto a single landing page. He explains that this approach misses the opportunity to have 25 separate, indexable pages for a 25-item menu. By [00:36:15], the impact of this mistake is clarified: individual menu item pages should be treated like e-commerce products. Each page is capable of generating its own organic traffic and ranking for highly specific searches, such as "best chicken wings in [city]."The solution, discussed at [00:38:40], is to structure the restaurant's website so that each menu item has its own dedicated page. Each page should be optimized with rich descriptions, proper titles, and an easy-to-use ordering system, thereby maximizing the restaurant's "footprints and stamps across the internet." The conversation then shifts from these on-site technical details to the broader, future-facing topic of visibility within emerging AI search engines.[00:42:00] The Future: AI Visibility and Advanced AutomationSetting the stage for a forward-looking discussion, the experts explore how the concept of "being found" is expanding beyond traditional search engines. The focus shifts to include AI-powered Large Language Models (LLMs) and the new opportunities they present for visibility and automation.At [00:43:10], the group discusses the growing importance of "AI Visibility." This involves ensuring a restaurant's information appears when users ask direct questions to AI chatbots like ChatGPT (e.g., "what's the best sushi restaurant near me?"). They also touch on how platforms like Perplexity can be leveraged for rapid ranking within these new search paradigms.By [00:45:00], the concept of using AI agents and automation for SEO tasks is introduced. A speaker provides a powerful example of using a tool like N8N to create an agent that can log into a website daily and automatically optimize product titles. He elevates this concept by explaining the goal is to move beyond simple email reports and "upgrade to the voice agents... and my AI gives me a phone call about the listings that's been optimized," emphasizing a future where an AI proactively works and reports, even waking the owner from sleep with critical updates.At [00:47:25], the speakers identify some of the foundational data sources that LLMs use to answer queries, such as SERP API and DuckDuckGo. This highlights the necessity for businesses to be listed and visible in these core digital infrastructures to appear in AI-generated results. This look into the future of search concludes the main discussion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to a new episode of Gimme Some Truth, filmed in our upgraded Verona studio! In this episode, we break down the recent surge in gold prices and why precious metals are once again dominating investor conversations.Clint and Nate explore key drivers behind gold's rally—including market uncertainty, inflation pressures, global demand, and central bank gold purchases. We analyze how gold and silver behave during different market cycles, compare them to other asset classes, and discuss the risks, volatility, and long-term strategy considerations for investors.Whether you're evaluating gold as a hedge, a diversifier, or a tactical investment, this episode offers data-driven insights to help you make informed decisions in today's shifting financial landscape.Timestamps:00:00 — Welcome to the New Studio00:36 — Why Precious Metals Are Heating Up02:07 — Gold's Price Surge & Market Drivers04:15 — How to Approach Gold Investing07:56 — Gold as a Portfolio Diversifier13:41 — Final Thoughts & Investor Takeaways

In this episode of Beer and Money, Ryan Burklo discusses the complexities of financial planning, emphasizing the ever-changing nature of financial goals due to various life factors. He highlights the psychological barriers that prevent individuals from engaging in financial planning and stresses the importance of understanding personal goals. Ryan outlines the necessity of a comprehensive financial plan that accommodates market volatility and provides peace of mind. He encourages listeners to take proactive steps in their financial planning and offers resources for further assistance. #financialplanning #equitycompensation #marketvolatility #psychologicalbarriers #cashflowplan #financialsecurity #investmentstrategies #financialscorecard #holisticfinancialplanning #peaceofmind   Takeaways Financial planning is influenced by changing life circumstances. Psychological barriers often prevent individuals from seeking financial advice. Understanding personal goals is crucial for effective financial planning. A comprehensive financial plan should account for market volatility. Regularly revisiting financial plans can lead to proactive adjustments. Peace of mind comes from a holistic approach to financial planning. Liquidity and access to funds are essential in financial planning. Investment strategies should align with personal financial goals. A financial scorecard can provide valuable insights into one's financial health. Working with a financial planner can help clarify complex financial situations. Chapters 00:00 Understanding the Moving Target of Financial Planning 02:52 The Psychological Barriers to Financial Planning 05:45 Building a Comprehensive Financial Plan 09:06 Achieving Peace of Mind Through Financial Planning

In this episode, host Shawn Terrell discusses the SALT deduction within the One Big Beautiful Bill. Listen for insights into how the OBBBA impacts dentists planning their financial future post-clinical practice.---------------------------------Episode Resource:https://tr.ee/zIM4M4 --------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting---------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

MAKING THE MOST OF A FINANCIAL WINDFALL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Receiving a financial windfall can be exciting and overwhelming. Learn how to approach sudden wealth thoughtfully and avoid common missteps. Full Description A financial windfall can arrive in many forms, including an inheritance, bonus, business sale, or unexpected payout. While the influx of money may feel like an opportunity to act quickly, rushing decisions can often lead to regret. Taking time to plan is one of the most important steps after receiving a windfall. In this episode of Healthy, Wealthy & Wise, Thad Ismart, CFP®, ChFEBC, CEPS, discusses how to approach a financial windfall with clarity and intention. He explains why emotional reactions, whether excitement or anxiety, can cloud judgment and lead to decisions that do not align with long-term goals. The conversation emphasizes the value of pausing before making major moves. Creating short-term stability, understanding tax implications, and clarifying personal priorities all play a role in building a thoughtful plan. Rather than viewing a windfall as money that must be spent or invested immediately, Thad encourages listeners to see it as an opportunity to strengthen their overall financial foundation. Listeners will also learn why aligning a windfall with existing goals is essential. Whether the priority is reducing debt, saving for the future, supporting family, or increasing flexibility, a structured approach helps ensure the money is used intentionally. Planning also helps reduce the risk of lifestyle inflation and other common pitfalls that can erode the long-term value of sudden wealth. At BWFA, we help individuals integrate windfalls into a broader financial plan so short-term decisions support long-term confidence. With the right guidance, a windfall can become a meaningful step forward rather than a missed opportunity. To learn more about how windfalls fit into a comprehensive strategy, visit BWFA's Financial Planning page and explore how thoughtful planning can help you move forward with confidence.

In this episode, Samia interviews Dr Michelle Cull, Associate Professor, Accounting and Financial Planning, about financial literacy in preventing homelessness. The interview is followed by summaries in Arabic and Urdu.

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Happy Birthday to Favour Obasi-ike. He shares a personal message of gratitude while celebrating a birthday. He reflects on the show's prolific output, noting that over 140 out of 600+ episodes were produced in the current year alone. As the show prepares to enter its twelfth season in 2026, listeners are encouraged to explore the extensive archives via a searchable website to find specific marketing and business topics via wedontplaypodcast.comThis brief update serves as a direct connection with the audience to offer appreciation for their consistent loyalty. Finally, the creator concludes the message by looking forward to future content and heading off to a commemorative dinner.-------------------------------------------------------------------------Next Steps for Booking A Discovery Call | Digital Marketing + SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠ here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Visit our Work and PLAY Entertainment website to learn about our digital marketing services.>> Visit our Official website for the best digital marketing, SEO, and AI strategies today!>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-------------------------------------------------------------------------See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most people think financial stress is about income, but it's usually a broken cash flow system. In this episode of Wise Money, we walk through the three-bank account cash flow operating system that helps create stability, reduce stress, and build real financial confidence. You'll learn how to properly manage monthly expenses, plan ahead for non-monthly costs, and stop getting blindsided by predictable surprises.  Season 11, Episode 19 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/qs1HCueWhvE  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

This week's show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

Key topics include:-The core differences between direct affiliation and OSJ / enterprise models.-Why payout percentages don't tell the full financial story.-How scale, support, and service models impact long-term net income.-When outsourcing operations can accelerate growth - and when it doesn't.-How larger teams and solo practitioners should think differently about affiliation.-Why affiliation decisions are business decisions, not just platform decisions.Whether you're considering independence for the first time, reassessing your current setup, or planning your next stage of growth, this episode offers a clear, practical framework to help you evaluate your options and avoid costly mistakes.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else

The holidays bring families together—but they also create a rare opportunity to talk about something that truly matters: legacy. Richard Rosso & Sarah Buenger explore how thoughtful, well-framed conversations about money, wishes, and values can become one of the greatest gifts you give your family. Research shows that nearly 70% of parents have never discussed inheritance with their children, often leaving confusion, conflict, or unresolved questions behind. Questions lead to stories. Stories lead to understanding. And understanding builds a legacy that lasts beyond the holidays. 0:00 - INTRO 0:20 Santa's Elves & Christmas Ornaments 2:15 - parents who don't tell children about their inheritance. 3:21 - Holiday Legacy Guide 5:41 -Thoughtful conversations: Talking about Money is the greatest gift 9:33 - Conversation starters are tough - use an independent third party to help (friends, clergy, financial advisors, etc.) 12:52 - Care in framing the questions - no dead-end questions 14:46 - Long-lost money 17:34 - Ask about the pets - who gets it? 19:35 - Ask about he "final arrangements:" What do you want? - do it for the ones you love 24:19 - What would you do if you had a month to live? 26:51 - The strategy for learning what your family wants 29:59 - The Christmas Ornament 33:17 - The Tool: www.agingwithdignity.org - Five wishes Questions lead to stories, stories lead to conversations Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Sara Buenger, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/8_W5XkBMmF4?feature=share ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #LegacyPlanning #FamilyFinance #EstatePlanning #HolidayConversations #FinancialWellbeing

In this shortened honeymoon edition of Quick Hits, DeAndre shares a major update impacting Chase Sapphire Reserve cardholders alongside highlights from the first half of his and Taryn's month-long honeymoon through Hong Kong and Fiji.On the points-and-miles front, the most significant development is Chase quietly rolling back what many travelers believed was a guaranteed 2¢ per point redemption on The Edit hotel bookings. Chase now states that all Point Boost hotel redemptions are dynamically priced, introducing uncertainty for travelers who had been planning high-value stays through the program.The episode also recaps standout moments from the honeymoon so far, including a four-night stay at the Grand Hyatt Hong Kong with Globalist upgrades, seamless concierge-arranged medical care, and the transition to Fiji's Nanuku Resort, an SLH property booked with Hilton points. DeAndre reflects on the cultural warmth of Fiji, the value of elite hotel status, and the importance of travel insurance when unexpected delays or medical issues arise.Key takeaways: Chase Edit rollback: Point Boost redemptions are now dynamically priced, removing the implied 2¢ per point floor.Impact on planners: Travelers relying on Edit redemptions may need to reassess future bookings.Hyatt Globalist value: Club lounge access, room upgrades, and concierge support proved invaluable in Hong Kong.Fiji on points: Nanuku Resort delivered a high-end, culturally immersive experience using Hilton points.Elite status matters: Hilton Diamond status enhanced the SLH stay experience.Travel insurance pays off: Separate travel insurance adds protection beyond credit card coverage.Cultural immersion: Fiji's hospitality and traditions stood out from other luxury destinations.Honeymoon Quick Hits format: Episodes remain brief, focusing on major updates and real-world travel insights.Interested in Financial Planning?Truicity Wealth ManagementResources:Mesa Workaround for Missing Points Transfer OptionsBook a Free 30-minute points & miles consultationStart here to learn how to unlock nearly free travel

Merry Christmas Eve everyone!

Merry Christmas to you and your beautiful family! This episode features Favour Obasi-ike offering a holiday greeting to his precious listeners. This captures a seasonal well-wish intended to convey warmth and spiritual favor during the winter festivities. By using a traditional festive salutation, Favour aims to establish a positive connection with you, the listener. The message is succinct and celebratory, focusing entirely on a Christian blessing associated with the Christmas season. This simple piece of media serves as a sincere gesture of goodwill and holiday cheer.Thank you for listening to the We Don't PLAY™️ Podcast Show! God bless you!-------------------------------------------------------------------------Next Steps for Booking A Discovery Call | Digital Marketing + SEO Services:>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠ here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Visit our Work and PLAY Entertainment website to learn about our digital marketing services.>> Visit our Official website for the best digital marketing, SEO, and AI strategies today!>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Need SEO Services? Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-------------------------------------------------------------------------See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Rehbein is guiding successful professionals—retired or not—with straightforward strategies that replace financial uncertainty with confidence and clarity.Laura Rehbein is a Private Wealth Advisor and founder of Impavid Wealth Advisors, a franchise of Ameriprise Financial Services, LLC. With 30 years of experience, she specializes in helping successful professionals and recent retirees turn financial uncertainty into clear, confident action. Laura works with those who've saved and succeeded— but now wonder what's next. Her planning process is designed to simplify complexity and provide practical peace of mind.Laura is the author of Fearless Finance, a relatable guide that helps people avoid “bad math,” plan for longevity, and address overlooked essentials like digital assets and pet trusts. Having taken on financial responsibility at just 12 years old, she brings empathy, realism, and wisdom to every conversation. Through personalized income strategies and ongoing support, Laura helps clients face the future with the fearlessness her firm's name—Impavid—was built on.Contact Details: Email: laura.l.rehbein@ampf.com Business: Impavid Wealth AdvisorsWebsite: www.impavidwealthadvisors.com Social Media:LinkedIN - https://www.linkedin.com/in/laurarehbein/ Facebook - https://www.facebook.com/ImpavidWealthAdvisorsEmail ImpavidWealthAdvisors@ampf.com with your name and address and and get a copy of your free bookRemember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable deductions work, common planning mistakes to avoid, and why generosity is most effective when paired with a resilient financial plan. Roger also shares a Rocking Retirement in the Wild story from a listener who is actively living a purpose-filled retirement, reflects on the corporate language we can leave behind when we retire, and answers listener questions on retirement readiness, gifting inheritance early, and the risks of relying on high-yield bonds for retirement income. He closes the episode with personal reflections on lessons learned, reminding listeners how to keep retirement simple, resilient, and meaningful while making a positive impact on others.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but confidently lean in and rock it.(00:20) Roger introduces a Christmas Eve episode focused on charitable giving, listener stories, answering questions, and reflecting on intentional retirement living.RETIREMENT TOOLKIT(03:45) Roger walks through the basics of charitable giving, including qualified charities, documentation requirements, and how deductions work with standard versus itemized returns.(07:55) Year-end timing rules for checks, credit cards, stock transfers, and donor-advised funds.ROCKIN' RETIREMENT IN THE WILD(09:30) A listener shares how, at 67, he backpacked 121 miles through Maine's 100-Mile Wilderness, reconnecting with longtime friends and staying physically engaged in retirement.(12:28) Roger reflects on why rocking retirement doesn't have to be impressive—only meaningful to the person living it.RETIREMENT LIFE LAB(13:03) Roger explores the idea of “retiring” corporate jargon in retirement and how simplifying language can help us reconnect and speak more human again.(18:21) Listeners are invited to share the words and phrases they are most looking forward to leaving behind.LISTENER QUESTIONS(19:50) Don asks why most people enter retirement with relatively little savings and what that reality means for financial and social stability.(29:25) A listener asks how to give inheritance before death without triggering taxes.(33:46) James asks whether using high-yield corporate bonds as the foundation for retirement income is a safe strategy.SMART SPRINT(42:08) In the next seven days, Roger challenges listeners to choose a single word for 2026 to serve as a guiding focus for the year ahead.CLOSING THOUGHTS(43:59) Roger shares final reflections on the lessons of the episode, emphasizing elegant simplicity, financial resilience, and showing up to help others in meaningful ways.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer Man

What do you do when doing the right thing gets you fired?That's the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren't. He was putting clients first, even when it meant recommending solutions that were less profitable for the company.In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he'd ever get back on his feet.Keith didn't just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that's on pace for more than $65M in new assets this year. He's done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything.If you're a founder who's been knocked down—or you're carrying a weight that feels heavier than it should—Keith's story is a powerful reminder of what's possible on the other side.3 of the biggest insights from Keith Leverentz…#1.) The Cost of Doing What's Right (And Why It Paid Off Later)Keith was the #1 producer in his captive agency — until he refused to sell products that weren't in his clients' best interest. That decision got him fired. Keith explains the ethical dilemma that forced him out, the fear and isolation that followed, and how starting over with nothing eventually led to building a 25-person firm. If you've ever felt tension between growth and integrity, this part will hit close to home.#2.) Why Most Advisors Feel Overwhelmed (And How to Fix It)Keith explains why hiring an Executive Assistant dropped his stress by 40% — and why this role is one of the most overlooked leverage points in advisory firms. He also breaks down a hard truth about his own business: the org chart was “a mile wide and an inch deep.” This section is a masterclass on why founders become bottlenecks, how poor structure slows growth, and what it actually takes to scale beyond yourself.#3.) Why Undercharging Holds Advisors BackKeith shares how he realized he was undercharging — and why raising fees actually improved client outcomes instead of hurting relationships. You'll hear how expanding planning capabilities, trusting a bigger team, and clearly communicating value allowed him to move up-market with confidence. If you're worried about fee pressure, higher-net-worth clients, or whether you're “ready” for the next level, this section reframes the entire conversation.SHOW NOTEShttps://bradleyjohnson.com/148FOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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 Christmas episode, Jesse steps back from year-end checklists and market noise to tell a more personal story—one shaped by the "ghosts" of his financial past, present, and future. He begins with the early experiences that formed his relationship with money: a summer concession stand that taught him pricing, customer focus, and the power of simply telling people what you do; a first job cleaning bathrooms at a state park that clarified the difference between earning a paycheck and building a career; and the moment in his mid-20s when seeing real dollars in his 401(k) pulled him into a decade-long deep dive on personal finance, blogging, and eventually a full career change into wealth management. From there, he pivots into a transparent walkthrough of his current systems—how he and his wife structure savings, manage cash, use insurance, approach debt, track spending, and design an investment allocation that reflects real life rather than theory. He also shares three planning cases from this year that reveal the human side of financial advice: navigating retirement after a family death, unwinding concentrated stock risk for a high-earning executive, and giving one engineer the peace of mind to sleep through layoff fears. Looking ahead, Jesse reflects on where the industry is headed—AI-enabled tools, changing fee models, and a shift toward values-based planning—while outlining how he and his family think about the future with a firm grip on flexibility, priorities, and the fleeting years of raising young children. It's an intimate, thoughtful close to the year—less about spreadsheets and more about why financial planning matters in the life you're actually living. Key Takeaways: • Take time to seek out new opportunities. Putting yourself out there for advancement is one of the most straightforward ways to advance financially. • Getting "skin in the game" with real dollars in a 401(k) or investment account is often the catalyst for learning personal finance at a deeper level. • A blended approach to retirement savings (401(k), Roth IRA, HSA) builds both tax flexibility and long-term resilience. • Cash-management infrastructure—joint accounts, high-yield banks, and legacy accounts—matters less than ensuring clarity, shared access, and ease of use. • Tools like the state-run CHIP/Child Health Plus programs can dramatically reduce healthcare costs for families with children. • Strong personal finances create flexibility: the ability to enjoy life now while still protecting the future—especially during the irreplaceable years of raising children. Key Timestamps: (04:22) – Financial Past: Early Money Lessons (07:09) – Entrepreneurial Beginnings: The Concession Stand (10:36) – First Job Experiences and Lessons Learned (20:20) – Financial Present: Family Finances and Planning (26:23) – Our Investment Strategy (32:58) – Tax Planning Insights (37:25) – Evolving Budgeting Methods (45:08) – Financial Future: What Will You Make of It? Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry. Transforming Financial Planning Practices with Sten Morgan [Episode 340] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sten Morgan: LinkedIn  

After nearly 50 years of combined experience managing people's finances through market highs, lows, triumphs, and tragedies, we are pulling back the curtain on the five most powerful secrets we've discovered about building wealth. These aren't complicated investment strategies or get-rich-quick schemes. These are fundamental truths that separate those who build lasting wealth from those who remain stuck, regardless of income level. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices